ZOHO PROJECTS

Simply Plan and Manage Projects

Plan, collaborate, and monitor all your work in one place. From task lists and Gantt charts to time tracking and reports, Zoho Projects provides UK businesses with the tools to deliver projects on time and within budget.

Plan and Organize with Ease

Zoho Projects helps you kick off projects the right way by simplifying planning. Define your project’s scope by creating milestones and listing out all key deliverables. You can break down large objectives into manageable task lists and tasks, making it clear what needs to be done and who’s responsible. The platform supports project templates – if you have common project types, you can reuse a template to instantly generate a standardized set of tasks and timelines, saving you time on setup. Everything is organized hierarchically, so whether you’re a startup in London managing a simple project, or a larger enterprise juggling complex programmes, Zoho Projects keeps your plans structured and accessible.

Streamline Task Management and Collaboration

Executing a project means coordinating people and tasks, and Zoho Projects excels at this. Assign tasks to team members with deadlines and priority levels – everyone immediately sees their to-do list and can update progress as they go. Team members can collaborate on tasks through built-in discussion threads and comments, keeping all communications contextually tied to the work item. Need to share a file or specification? Upload it directly to the task or to the project’s Documents area (integrated with Zoho Docs/WorkDrive and Google Drive), so the latest version is always on hand. Zoho Projects also offers chat rooms and a project forum for broader team conversations or brainstorming.

Visualize Timelines and Dependencies

Understanding the project timeline is critical for meeting deadlines. Zoho Projects comes with interactive Gantt charts that visually map out your project schedule. On a Gantt chart, you can see all your tasks laid out across a timeline, complete with dependencies (e.g., Task B can’t start until Task A is finished) and critical paths. This makes it easy to spot scheduling conflicts or risks and adjust timelines by simply dragging and extending task bars. If your project scope changes, update the tasks and the Gantt view automatically recalculates dates – helping you immediately gauge the impact on your project’s finish date.

Track Time and Costs Accurately

For many projects, especially in consulting or agencies, tracking time and effort is essential. Zoho Projects includes a robust time tracking module that lets team members log hours spent on each task or project. Team members can use timers or enter time manually, and all hours roll up into timesheets. This not only helps with measuring productivity but also makes client billing straightforward if you bill by the hour – you’ll have an accurate record of work done. Managers can review and approve timesheets within the system. Additionally, Zoho Projects supports setting up project budgets and cost estimation. By logging time and marking it as billable or non-billable (and even associating an hourly rate), you can have the system calculate project costs and compare against your budget in real time.

Insights with Reports and Customization

Zoho Projects provides a suite of reports and dashboards that give you insight into your project performance and team workload. Monitor metrics like tasks completed vs pending, upcoming deadlines, resource utilization, and more through real-time dashboard widgets. You can generate charts for individual project progress or a portfolio view if you manage multiple projects at once. For example, a Burn-down chart can help agile teams see if they are on track in a sprint, while workload reports show if any team member is over- or under-loaded with tasks. Moreover, Zoho Projects is highly customizable to fit your workflow. You can create custom fields for tasks or projects (such as “Risk Level” or “Client Approval Status”) and build custom views or reports based on them.

Zoho Projects Pricing

  • Svennis Solution

    -

    Zoho Projects built around your unique requirements.

    • Full implementation of Zoho Projects tailored to your processes

    • Custom fields, workflows, and automation setup by our experts

    • Data migration from legacy project tools (if applicable)

    • Integration with other systems (CRM, Finance, etc.)

    • Personalised training for project teams and managers

    • Ongoing consultation to optimise project management practices

  • Premium

    £4/user/month (billed monthly)

    Ideal for small and medium teams managing everyday projects.

    • Up to 50 projects

    • Unlimited users and clients

    • Task management with subtasks & dependencies

    • Gantt charts and Kanban boards

    • Time tracking & basic issue tracking

    • 100 GB document storage

  • Enterprise

    £8 /user/month (billed monthly)

    Comprehensive solution for large teams and complex projects.

    • Unlimited projects

    • Unlimited users and clients

    • Everything in Premium

    • Advanced task automation & custom workflows

    • Resource utilization charts & task automation (Blueprints)

    • 120 GB storage + advanced analytics & custom reports

  • Svennis Solution

    -

    Zoho Projects built around your unique requirements.

    • Full implementation of Zoho Projects tailored to your processes

    • Custom fields, workflows, and automation setup by our experts

    • Data migration from legacy project tools (if applicable)

    • Integration with other systems (CRM, Finance, etc.)

    • Personalised training for project teams and managers

    • Ongoing consultation to optimise project management practices

  • Premium

    £3.20/user/month (billed annually)

    Ideal for small and medium teams managing everyday projects.

    • Up to 50 projects

    • Unlimited users and clients

    • Task management with subtasks & dependencies

    • Gantt charts and Kanban boards

    • Time tracking & basic issue tracking

    • 100 GB document storage

  • Enterprise

    £7.20 /user/month (billed annually)

    Comprehensive solution for large teams and complex projects.

    • Unlimited projects

    • Unlimited users and clients

    • Everything in Premium

    • Advanced task automation & custom workflows

    • Resource utilization charts & task automation (Blueprints)

    • 120 GB storage + advanced analytics & custom reports

Zoho Marketplace

Zoho Projects Integrates with 100+ Applications

Zoho Projects seamlessly connects with many popular business apps, so your project data can flow wherever it’s needed. Link Zoho Projects with tools like Zoho CRM (to associate projects with customers or deals), Zoho Books/Invoice (to sync timesheets for billing), and Zoho Desk (to turn support tickets into project tasks). It also integrates with third-party services such as Google Workspace (Calendar and Drive), Microsoft Office 365, Dropbox, Slack, and more. Whether you need to import tasks from a spreadsheet or get notifications in Slack when a task is completed, Zoho Projects offers built-in integrations and an API for custom extensions. Svennis can assist in setting up these integrations or developing custom ones, ensuring Zoho Projects fits neatly into your existing software ecosystem and streamlines your workflow across platforms.

Answers

Frequently Asked Questions

What is Zoho Projects and who is it suited for?

Zoho Projects is a cloud-based project management software designed to help teams plan, track, and collaborate on projects of any size. It’s used by a wide range of organizations – from small agencies and startups to departments within large enterprises – to organize work and ensure projects are completed on schedule. If your business in the UK is managing projects (be it client services, internal initiatives, product development, or anything that involves multiple tasks and deadlines), Zoho Projects provides a centralized hub to coordinate those efforts. With features like task lists, Gantt charts, time tracking, and reporting, it gives structure to your projects. It’s especially beneficial for teams that need to improve transparency (everyone knowing who’s doing what), accountability (tasks and deadlines are clearly assigned), and communication (discussion forums and comments keep chatter out of email). In short, Zoho Projects is suited for any team that wants to move away from juggling spreadsheets and email threads, and instead manage projects in a more organized, collaborative online environment.

How does Zoho Projects help with project planning and tracking?

Zoho Projects assists at every stage of project management. In the planning phase, you can break down the work into tasks and milestones, estimate durations, and assign responsibilities. The timeline (Gantt) view allows you to set dependencies – ensuring, for example, that your “Design” task finishes before “Development” starts – and this helps in creating a realistic schedule. Once the project is underway, Zoho Projects becomes your tracking tool: team members update task statuses (started, completed, percentage done) and log hours spent. The software sends automatic reminders for upcoming or overdue tasks to keep everyone on their toes. There’s also an issue tracker module where you can log bugs or problems and track their resolution, which is great for software projects or any initiative where you need to manage unresolved issues alongside regular tasks. With dashboards that show progress charts and completion percentages, both the project manager and stakeholders can instantly gauge if the project is on track or if adjustments are needed. Essentially, Zoho Projects replaces the need for manual follow-ups and status meetings by making the project’s status visible in real time.

Can I customize Zoho Projects to fit our workflow?

Yes, Zoho Projects is quite flexible and can be tailored to suit your team’s unique workflow. You can define custom fields for projects and tasks to capture information specific to your processes (for example, a “Department” field for tasks, or a “Project Category” for grouping projects). The software also allows custom picklist values for statuses; if the default Open/Closed/In Progress statuses don’t fit, you might add your own like “Awaiting Client Review” or “On Hold”. In the Enterprise edition, you gain access to Blueprints, which let you enforce a specific workflow or sequence for task statuses – useful if certain steps require approval before moving on. Additionally, you can create automation rules (via Zoho’s Deluge script or simple triggers) to perform actions like notifying a director when a high-priority task is marked completed or automatically assigning a task based on its category. The layout of project portals can be adjusted – you can show or hide modules (maybe your team doesn’t use the Forums, so you turn it off) and even rename certain terms. Svennis Cloud Solutions often helps clients adapt Zoho Projects: for instance, we can set up custom report dashboards, create templates aligned with PRINCE2 or Agile methodologies, or integrate Zoho Projects with in-house tools. This level of customization means Zoho Projects can align closely with how you run projects, rather than forcing you to adapt to a rigid tool.

How does Zoho Projects integrate with other applications we use?

Zoho Projects offers a variety of integrations to ensure your project management doesn’t happen in a silo. Out-of-the-box, it connects smoothly with other Zoho apps: for instance, with Zoho CRM you can link projects to customer accounts or deals (useful for agencies or consulting firms that execute projects for clients), and even launch a new project in Zoho Projects directly from a CRM deal or ticket. If you use Zoho Books or Invoice, your approved timesheets in Projects can generate invoices for clients in just a few clicks, streamlining billing for project hours. For communication, Zoho Projects integrates with Zoho Cliq (chat) and Microsoft Teams/Slack via extensions, so you can get notifications or even interact with tasks from those chat platforms. Many teams use development or IT tools – Zoho Projects has integration with GitHub and Bitbucket, allowing tech teams to link code commits to project tasks or issues. There’s also a two-way sync available with JIRA, in case you need to use Projects alongside an existing JIRA setup. For file management, integrations with Google Drive, OneDrive, Dropbox, and Box let you attach files stored in those services. And via Zapier or Zoho Flow, you can connect Zoho Projects to hundreds of external apps without coding – for example, automatically create a task in Zoho Projects when a form on your website is submitted, or send a Slack message when a project milestone is achieved. Svennis can help in identifying which integrations will benefit your workflow and configuring them correctly. By integrating Zoho Projects with your other tools, you reduce double-entry and ensure everyone has the information they need in the tools they’re already using.

How can Svennis Cloud Solutions support our Zoho Projects implementation?

Svennis Cloud Solutions is here to ensure that adopting Zoho Projects delivers real value to your organization. Our support spans end-to-end implementation and beyond:

  • Setup & Customization: We’ll configure Zoho Projects to match your project management methodology. This might include setting up custom fields (for example, adding a “Project Phase” field), creating task templates for recurring processes, or configuring workflows/blueprints for task approvals. Our team can also import your existing projects or tasks from spreadsheets or other systems to smooth the transition.
  • Integration: If you use other Zoho apps or third-party software, we make sure Zoho Projects talks to them effectively. Whether it’s linking with Zoho CRM to tie projects to clients, syncing with an accounting tool for budgets, or enabling single sign-on for your users, we handle the technical integration work so everything operates in unison.
  • Training & Best Practices: A tool is only as effective as its users. We provide tailored training sessions for project managers, team members, and executives. In these, we not only teach how to use Zoho Projects, but also share project management best practices (e.g., how to structure tasks for Agile vs Waterfall, how to use reports to conduct efficient project reviews, etc.). Our goal is to help your team become self-sufficient and confident in using the platform.
  • Ongoing Support & Optimization: After you go live, Svennis continues to be your trusted partner. Need to adjust your setup for a new department? Or perhaps you want to implement advanced features like issue tracking or budget management as your usage matures? We provide ongoing consulting and support packages to assist with these evolving needs. We’ll periodically review how you’re using Zoho Projects and suggest optimizations – maybe a custom dashboard for management, or an automation that could save time. Essentially, we’re committed to your long-term success with Zoho Projects.

By leveraging our experience (across many Zoho Projects deployments in the UK and Europe), you avoid common pitfalls and accelerate the benefits of the software. We ensure the tool is not just implemented, but fully adopted by your team, and continuously aligned with your business’s project management needs.

What does the implementation process with Svennis look like for Zoho Projects?
  1. Initial Consultation: We start with discovery meetings to learn about your projects and existing processes. What types of projects do you run? What tools do you currently use (spreadsheets, MS Project, others)? What are the pain points (missed deadlines, poor visibility, etc.)? We also gather requirements like necessary integrations or specific reporting needs.
  2. Planning and Design: Based on the discovery, our experts design a Zoho Projects setup tailored to you. We outline the project portal structure, user roles/permissions (who will be admin, project manager, staff, external client users), and any customizations needed. We’ll present a configuration plan – for example, how we’ll structure projects and task templates for consistency.
  3. Configuration and Integration: Next, we configure the Zoho Projects environment accordingly. This involves setting up your company portal, creating sample projects, defining templates, custom fields, and workflows. If migrating existing data, we import your ongoing projects/tasks. We also set up integrations identified (e.g., syncing with CRM or enabling Google Drive). Throughout this step, we invite key stakeholders to review and give feedback, ensuring the configuration meets expectations.
  4. User Training & Pilot: We conduct training sessions for your team, often using one of your real projects as a training example. This way, users get hands-on experience with familiar context. We often recommend piloting Zoho Projects with one project team or department first – this pilot run (maybe 1-2 weeks) allows us to gather user feedback and fine-tune settings. Perhaps during pilot we learn that a custom status is needed, or a report should be tweaked – we adjust those before full rollout.
  5. Full Deployment: After successful pilot validation, we roll out Zoho Projects to all relevant teams and projects. Svennis assists with any data entry or setup for the new projects as needed, and we ensure all users are onboarded (we can even help with internal announcement materials or quick-start guides).
  6. Post-Launch Support: In the weeks following the launch, we stay in close contact to address questions or minor issues that crop up as users fully adopt the system. This could be helping set up a new dashboard for a manager or resolving any confusion in usage. We typically schedule a follow-up review after a month to evaluate how Zoho Projects is fitting your needs and to make any necessary adjustments.

Throughout this process, our focus is on minimal disruption and maximum value – we handle the heavy lifting and expert setup, while involving your team at key points so that the solution feels intuitive and beneficial from day one.