How Do You Customize Project Layouts and Task Fields in Zoho Projects to Suit Your Team’s Workflow?
Zoho Projects allows you to tailor your interface by modifying field names, layouts, and custom fields—ensuring the platform adapts to your business process.
Customize Project Layouts:
Go to Setup → Customization → Layouts and Fields → Projects.
Modify default fields or add custom fields (Dropdowns, Date pickers, Multi-selects).
Task Layouts:
Create different task layouts for different project types.
For example, a software task may require fields like “Bug Type” or “Estimated Hours.”
Field Rules and Validation:
Add conditions like “Make this field mandatory if Status = Completed.”
Set visibility rules to show/hide fields based on selections.
Reorder and Group Fields:
Use drag-and-drop to organize fields into sections for better usability.
Why This Workflow Matters:
Customization makes Zoho Projects adaptable to any industry or process—improving data clarity, user adoption, and project accuracy.
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