#ZOHO PROJECTS TASKS FOR MY TEAM HOW TO#

Scenario II:Ĭonsider the same scenario with some change. You can decide to select A and D for job1 and other three users B, C and E while adding job 2. Under Users, you will see the Project Users (i.e - Users A, B, C, D, and E). While adding these jobs, under Department, you will be able to see User Education and Technical Support listed already because the Project is already mapped to these Departments. To provide training at the client's location. Now assume you have two jobs to be added. Assume that you are selecting A, B, and C from User Education Team and D, E from the Technical Support team as users for this Project. However, if you want to specifically assign this job to a couple of members of the User Education team and the Technical Support team, then you can select them as Project Users. So, it means that any member who belongs to the User Education team and the Technical Support team can log time for this Project's jobs. Assume you are adding a Project - 'Customer Training' and tagging the Departments called 'User Education' and 'Technical Support'. Scenario I:Ĭonsider this scenario for a better understanding. Let us look into a use case to understand this better. If there are jobs mapped with Projects, then the Users and Departments that are mapped to the Project will only be shown as Assignees for the Jobs, from which you can make the selection if needed.

Enter other details as required and click Submit.

Under Project Users, go to Users, select the Project Users and under Department, select the Departments.

From your home page, go to Timesheet > Projects/Jobs > Projects.Clicking on this icon will provide you the 'Add Job' option, using which you can add a job to the Project. Note: If there are no jobs associated with this Project already, you will be able to see a + icon. From your home page, go to Timesheet > Projects/Jobs > Projects.You can associate a Project to a job directly from the Projects tab. To associate a job to a Project directly, Click on the 'Add Project' option in the Select Project drop down when you log time ( Timesheet > Time Logs), enter the required details and have the Project added. You can add a Project while logging time. Select Project Users and define their Rate Per Hour (RPH).The CRM client that you have added here will get pushed to CRM automatically. Click Add, Enter the details and click Submit. There is an option to Add a CRM client directly here. If you are picking a client from CRM, select from the options like Lead, Accounts, Contact, and Deal.Click Choose from CRM if you would like to pick a client from your list of clients in CRM.

#ZOHO PROJECTS TASKS FOR MY TEAM HOW TO#

Tip: Click here to know how to add a Client

Select the Client name from the drop own.From your home page, go to Timesheet > Projects/Jobs > Projects.Follow the steps given below to create a Project. Projects are assignments that employees work on.

Zoho projects tasks for my team