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Workflow & Automation
Zoho Projects
Zoho Projects logo
Workflow & Automation

Zoho Projects

Zoho Projects is a comprehensive cloud-based project management platform designed to help teams plan, track, and collaborate on projects of all sizes. It serves businesses across various industries including IT, marketing, construction, and consulting by providing tools for task management, time tracking, document sharing, and reporting. The platform enables project managers to create detailed project plans with milestones, task dependencies, and Gantt charts while team members can collaborate through forums, chat, and document sharing. Zoho Projects integrates deeply with other Zoho applications and third-party services, offering automation through Blueprint workflows and custom fields for tailored project tracking. It supports both agile and traditional project management methodologies with features like Kanban boards, timesheets, and resource utilization charts. The tool is particularly valued for its affordability within the Zoho ecosystem and its ability to scale from small teams to large enterprises.

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📊 At a Glance

Pricing
Freemium
Reviews
No reviews
Traffic
≈1.2M visits/month (public web traffic estimate, Similarweb data 2024)
Engagement
0🔥
0👁️
Categories
Workflow & Automation
Project & Task Management

Key Features

Gantt Charts

Interactive visual timeline for project planning that shows task dependencies, durations, and milestones with drag-and-drop editing capabilities.

Blueprint Workflows

Visual workflow automation tool that lets organizations define and enforce standardized processes across projects with conditional logic and approval stages.

Integrated Timesheets

Comprehensive time tracking system that allows team members to log hours against tasks with billing rates, approvals, and integration with payroll systems.

Kanban Boards

Visual task management boards with customizable columns, swimlanes, and card details that support agile methodologies and workflow visualization.

Resource Utilization

Capacity planning and workload balancing tools that show team member availability, allocation across projects, and potential over/under utilization.

Issue Tracking

Dedicated system for logging, prioritizing, and resolving project issues or bugs with customizable status flows and SLA tracking.

Global Search and Feeds

Unified search across all project elements and personalized activity feeds that aggregate updates from tasks, documents, and discussions.

Pricing

Free

$0
  • ✓Up to 3 users
  • ✓2 projects
  • ✓Basic task management
  • ✓10 MB file storage per project
  • ✓Mobile apps
  • ✓Basic reports
  • ✓Community support

Premium

$5/user/month (billed monthly) or $4/user/month (billed annually)
  • ✓Unlimited projects
  • ✓20 GB storage per project
  • ✓Gantt charts
  • ✓Custom fields and statuses
  • ✓Task dependencies
  • ✓Timesheets and billing
  • ✓Baselines
  • ✓Email in tasks
  • ✓10 blueprints (workflows)
  • ✓Business hour settings
  • ✓Standard support

Enterprise

$10/user/month (billed monthly) or $9/user/month (billed annually)
  • ✓All Premium features
  • ✓Unlimited blueprints
  • ✓Custom roles
  • ✓Resource utilization
  • ✓Budgeting
  • ✓Issue tracking
  • ✓Global Gantt chart
  • ✓Advanced reports
  • ✓CRM integration
  • ✓SSO/SAML
  • ✓Custom domain
  • ✓Priority support

Traffic & Awareness

Monthly Visits
≈1.2M visits/month (public web traffic estimate, Similarweb data 2024)
Global Rank
##12,843 global rank by traffic, Similarweb estimate 2024
Bounce Rate
≈42% (Similarweb estimate, 2024)
Avg. Duration
≈00:05:15 per visit, Similarweb estimate, 2024

Use Cases

1

Software Development Project Management

Development teams use Zoho Projects to manage sprints with Kanban boards, track bugs through integrated issue tracking, and maintain timelines with Gantt charts. The platform supports agile methodologies with burndown charts while providing traditional PM features for stakeholder reporting. Integration with version control systems and continuous deployment tools helps maintain development workflow continuity.

2

Marketing Campaign Coordination

Marketing agencies and in-house teams manage campaigns by creating task dependencies between creative, content, and distribution phases. The resource utilization feature helps balance workloads across multiple simultaneous campaigns, while timesheets track hours for client billing. Document sharing and approval workflows streamline content review processes across distributed teams.

3

Construction Project Oversight

Construction managers track project phases, material deliveries, and subcontractor schedules using Gantt charts with dependencies. The issue tracking system manages on-site problems while document storage centralizes blueprints and change orders. Mobile access allows field updates, and budget tracking monitors costs against estimates throughout the project lifecycle.

4

Consulting Service Delivery

Consulting firms use Zoho Projects to manage client engagements with detailed task breakdowns and time tracking for accurate billing. The Blueprint workflows standardize engagement processes across different client types, while custom fields capture client-specific requirements. Integration with Zoho CRM maintains client context from sales through delivery.

5

Event Planning and Management

Event planners coordinate vendors, venues, and timelines using task dependencies and milestone tracking. The resource allocation features help manage staff assignments across multiple events, while document storage centralizes contracts and floor plans. Communication tools facilitate coordination between internal teams and external partners throughout the planning process.

6

Educational Program Administration

Educational institutions manage curriculum development, accreditation processes, and administrative projects using structured task lists and document collaboration. Timeline features help coordinate academic calendars while forums facilitate committee discussions. The platform supports both short-term projects like event planning and long-term initiatives like program development.

How to Use

  1. Step 1: Sign up for a Zoho account at the Zoho Projects website and choose a pricing plan that fits your team size and needs, starting with a free trial to explore features.
  2. Step 2: Create your first project by selecting a template (like software development, marketing campaign, or construction) or start from scratch, then configure basic settings including project name, description, and team members.
  3. Step 3: Set up your project structure by creating task lists, adding individual tasks with assignees, due dates, priorities, and dependencies, and optionally creating a Gantt chart for visual timeline planning.
  4. Step 4: Invite team members to the project via email, assign them roles and permissions, and set up communication channels using the built-in chat, forums, and document sharing features.
  5. Step 5: Begin tracking work by having team members log time against tasks using timesheets, update task statuses, upload documents, and use the Kanban board for agile workflow management.
  6. Step 6: Monitor progress through dashboards and reports that show task completion rates, resource utilization, milestone tracking, and budget vs. actual comparisons.
  7. Step 7: Configure automation using Blueprint workflows to standardize processes, set up custom fields for specific project data, and create recurring tasks for regular activities.
  8. Step 8: Integrate with other tools by connecting Zoho Projects to Zoho CRM, Zoho Books, Google Drive, Dropbox, Slack, or Microsoft Teams through built-in integrations or APIs.
  9. Step 9: Generate and share reports with stakeholders using customizable templates for project status, timesheet summaries, and resource allocation, then export or schedule automatic delivery.
  10. Step 10: Close projects by archiving completed work, documenting lessons learned, and exporting final reports for historical records and future reference.

Reviews & Ratings

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At a Glance

Pricing Model
Freemium
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