What Is the Best Way to Set Up a New Project in Zoho Projects from Scratch?
Setting up a project in Zoho Projects involves defining goals, structuring phases, and organizing teams—all within an intuitive interface that supports both agile and traditional project management styles.
Create a New Project:
Go to the Projects module → Click on “+ New Project.”
Enter the project name, description, start/end dates, and choose a project layout (Classic or Plain).
Set Project Milestones and Tasks:
Break the project into Milestones—major phases or deliverables.
Add Task Lists under each milestone, and within them, add Tasks with assignees and deadlines.
Invite Team Members:
Add users by entering their email addresses and assigning roles (Admin, Manager, User, or Client).
Customize Settings:
Define working days, task dependencies, billing rates, and notification preferences.
Why This Workflow Matters:
A structured project setup ensures that responsibilities are clear, progress is measurable, and collaboration is streamlined right from the start—reducing project delays and confusion.
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