Zoho Projects

Smart project management that keeps your business on track

Course Brief

The Zoho Projects Onboarding Course by Pinnacle Business & Marketing Consulting is designed to give teams and individuals the knowledge and skills they need to succeed with Zoho Projects from day one. Covering everything from account setup to advanced project tracking, the course takes you through every step of the platform in a structured and easy-to-follow format.

You will learn how to create and manage tasks, set milestones, assign resources, and use Gantt charts to visualize timelines. The course also explores time tracking, reporting, and integration with other Zoho solutions, ensuring you can fully leverage the platform’s capabilities. Each lesson is crafted with practical examples and step-by-step guidance, helping you apply what you learn directly to your work environment.

Whether you are a project manager, team leader, or part of a growing business, this course equips you with the skills to streamline workflows, enhance collaboration, and achieve measurable results. By the end, you will be confident in managing projects efficiently, making informed decisions, and driving your business forward using Zoho Projects.

Curriculum

Chapter 1: Introduction to Zoho Projects

Lesson 1.1: What is Zoho Projects?

Lesson 1.2: Key Benefits and Business Value

Lesson 1.3: Navigating the Zoho Projects Interface

Chapter 2: Setting Up Your Zoho Projects Account

Lesson 2.1: Creating an Organization and Projects

Lesson 2.2: Setting User Roles and Permissions

Lesson 2.3: Configuring Project Settings

Chapter 3: Planning Your Projects

Lesson 3.1: Creating and Managing Project Templates

Lesson 3.2: Defining Milestones and Project Goals

Lesson 3.3: Using Task Lists and Tasks

Chapter 4: Task and Workflow Management

Lesson 4.1: Subtasks and Dependencies

Lesson 4.2: Task Automation with Blueprints

Lesson 4.3: Custom Fields and Layouts

Chapter 5: Collaboration Tools

Lesson 5.1: Project Feed and Discussions

Lesson 5.2: File Management and Document Sharing

Lesson 5.3: Chat and Commenting Best Practices

Chapter 6: Time Management

Lesson 6.1: Timesheets and Logging Work Hours

Lesson 6.2: Billable vs Non-Billable Hours

Lesson 6.3: Time Tracking Best Practices

Chapter 7: Resource and Workload Management

Lesson 7.1: Assigning and Managing Resources

Lesson 7.2: Workload Charts and Utilization

Lesson 7.3: Balancing Team Productivity

Chapter 8: Gantt Charts and Project Tracking

Lesson 8.1: Creating and Managing Gantt Charts

Lesson 8.2: Critical Path and Project Dependencies

Lesson 8.3: Monitoring Progress with Baselines

Chapter 9: Issue and Bug Tracking

Lesson 9.1: Creating and Managing Issues

Lesson 9.2: Bug Tracking for Software Projects

Lesson 9.3: Linking Issues with Tasks and Milestones

Chapter 10: Reporting and Analytics

Lesson 10.1: Standard Reports Overview

Lesson 10.2: Custom Reports and Dashboards

Lesson 10.3: Exporting and Sharing Reports

Chapter 11: Integrations and Extensions

Lesson 11.1: Integrating with Zoho Apps (CRM, Desk, Books)

Lesson 11.2: Third-Party Integrations (Google Drive, Slack, etc.)

Lesson 11.3: Marketplace Extensions

Chapter 12: Administration and Best Practices

Lesson 12.1: Project Security and Data Management

Lesson 12.2: Final Setup Checklist

Lesson 12.3: Best Practices for Ongoing Support

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Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.