Really clear and concise, wish I'd found you guys first, wasted a ton of time listening to lesser people than yourselves, thank you. BTW I'm using it to set up smaller film shoots that I do like commercials.
Very good tutorial. My only thought is that you use the word "Milestone" in a rather strange way. I tend to think of it as points in a projects when a certain phase or section is complete, or as a marker for a time of evaluation. Compare with what is said about this in Wikipedia: "Milestones are tools used in project management to mark specific points along a project timeline. These points may signal anchors such as a project start and end date, or a need for external review or input and budget checks. Some contracts for products include a "milestone fee" that may be paid out when certain points are achieved."
Tyler discussed linking deal closures with Project automatically starting and the fields carrying over to the Project but did not elaborate on how the two get linked together. Great overview!
Hey Joe, We discussed your question in the latest episode of the CRM Zen Show! You can jump right to your answer here, ua-cam.com/users/liveuTHZn2M7TIY?feature=share&t=2067
Question for the experts. That's you. :) I have Zoho One and am considering using Projects for my Operations team. We are event planners an each party has its own set of tasks and deadlines. I use Trello with great success and my Ops team is super nervous about switching but my sales team is over copying the CRM info to Trello for every job. Before I dive in and do all this work to set up Projects I want to know that Zoho is supporting it and that it is the right choice for event management. Thoughts? Thanks in advance!!
is it possible to add folders for projects per clients, because we have a plenty of projects, and i want to segregate each project per clients, would it be possible ?
Hi Lele, We answered your question in this week's episode of the CRM Zen Show. Click here to jump to our response - ua-cam.com/video/fVJNC_C6WgM/v-deo.html
Great video gents. Any thoughts on why Projects is not available to link in Zoho CRM Sales Orders? We wanted to use this for a very detailed and complex order fulfillment process. Thanks again!
Hi Mark, We answered your question on this week's AZAAZ! Click here to jump straight to our answer. 🎬 - ua-cam.com/video/eG7q81kNFig/v-deo.html#t=24m23s
Is there a way to make each Deal in a CRM become a Milestone in a Project? The use case is wanting to have a single Project match up to an Account or Contact in CRM...and then have each Deal associated with that Account/Contact match up to a Milestone in the singular Project. I'm looking to avoid having 10 Projects for a single Account/Contact. Most of our Deals will have 95% of the work done within the first couple of months, and then it's basically an annual checkup/revisit after that. Because every year after that there are a few annual tasks, the Deal and/or Project never actually ends, so to speak. Hence not wanting to have 10 open Projects for each Account/Contact. (Let me know if my thinking is off here!)
Hi sactm1200, We noticed your comment on the AZAAZ Issue No. 3. Hope our answer helped you and please let us know if we can further assist in your Zoho journey!
Great content guys. Q: Is there a way to change the view of the calendar? I don't like seeing the completes lines from start to finish date of a task/project and was wondering if there was a way to change it
Hey Christian, We discussed your question on the CRM Zen Show this week! Jump right to your answer here, ua-cam.com/users/livet3qCpzHERZk?feature=share&t=2675
@@Zenatta awesome!! Thank you for the answer! I didn’t expect that. OK unfortunately there’s no possibility to bring up the communication. It’s such a time consuming thing! And it really would help if you just jump from dashboard to dashboard when you switch the projects and you have everything matters on one screen!
Hi Cristian, We answered your question on the latest episode of the CRM Zen Show, skip right to your answer here, ua-cam.com/video/h-UEU-IJWXw/v-deo.html
Hi Danley, That should not be happening by default, either there is a workflow rule in place that is making the edit on your behalf, or there is a bug that Zoho Support will have to address.
Really clear and concise, wish I'd found you guys first, wasted a ton of time listening to lesser people than yourselves, thank you. BTW I'm using it to set up smaller film shoots that I do like commercials.
Very good tutorial. My only thought is that you use the word "Milestone" in a rather strange way. I tend to think of it as points in a projects when a certain phase or section is complete, or as a marker for a time of evaluation. Compare with what is said about this in Wikipedia: "Milestones are tools used in project management to mark specific points along a project timeline. These points may signal anchors such as a project start and end date, or a need for external review or input and budget checks. Some contracts for products include a "milestone fee" that may be paid out when certain points are achieved."
Tyler discussed linking deal closures with Project automatically starting and the fields carrying over to the Project but did not elaborate on how the two get linked together. Great overview!
Hey Joe,
We discussed your question in the latest episode of the CRM Zen Show! You can jump right to your answer here, ua-cam.com/users/liveuTHZn2M7TIY?feature=share&t=2067
Question for the experts. That's you. :) I have Zoho One and am considering using Projects for my Operations team. We are event planners an each party has its own set of tasks and deadlines. I use Trello with great success and my Ops team is super nervous about switching but my sales team is over copying the CRM info to Trello for every job. Before I dive in and do all this work to set up Projects I want to know that Zoho is supporting it and that it is the right choice for event management. Thoughts? Thanks in advance!!
Super helpful, thank you so much :D
Glad it helped!
Thank you for this!
Our pleasure!
thank you so much . AMAZING
can i create a folder for projects, because we have plenty of clients and i want to segregate each projects by clients, would it be possible?
is it possible to add folders for projects per clients, because we have a plenty of projects, and i want to segregate each project per clients, would it be possible ?
How do you assign a task to a client user profile?
Once a client user is added to Zoho Projects, and added to the specific Project in question, they should be available under the "Owner" field
hello do you know how to find the Zoho Projects Recycle Bin? I accidentally deleted some tasks and need to recover them. Thanks.
Awesome content. Can more than one project be added to one project? Eg. Can a portfolio of projects be created as one project?
Hi Lele,
We answered your question in this week's episode of the CRM Zen Show. Click here to jump to our response - ua-cam.com/video/fVJNC_C6WgM/v-deo.html
Can you create dependencies on milestones or is that tasks only?
Great video gents. Any thoughts on why Projects is not available to link in Zoho CRM Sales Orders? We wanted to use this for a very detailed and complex order fulfillment process. Thanks again!
Hi Mark, We answered your question on this week's AZAAZ! Click here to jump straight to our answer.
🎬 - ua-cam.com/video/eG7q81kNFig/v-deo.html#t=24m23s
@@Zenatta - Great, thanks! I'll leave a comment there as well, thanks for addressing the question!
Why are there no Videos that show how to set thing confusing zoho products for employees???
Is there a way to make each Deal in a CRM become a Milestone in a Project? The use case is wanting to have a single Project match up to an Account or Contact in CRM...and then have each Deal associated with that Account/Contact match up to a Milestone in the singular Project. I'm looking to avoid having 10 Projects for a single Account/Contact. Most of our Deals will have 95% of the work done within the first couple of months, and then it's basically an annual checkup/revisit after that. Because every year after that there are a few annual tasks, the Deal and/or Project never actually ends, so to speak. Hence not wanting to have 10 open Projects for each Account/Contact. (Let me know if my thinking is off here!)
Hi sactm1200, We noticed your comment on the AZAAZ Issue No. 3. Hope our answer helped you and please let us know if we can further assist in your Zoho journey!
Great content guys.
Q: Is there a way to change the view of the calendar? I don't like seeing the completes lines from start to finish date of a task/project and was wondering if there was a way to change it
Hi Kristy,
Brett & Tyler answered your question on our recent episode of the CRM Zen Show.
🎬 - ua-cam.com/video/GU3s35FJAuE/v-deo.html#t=43m14s
Great content thank you. Can I ask which software package do you use to record these?
Thanks! Depending on the videos, either eCamm, OBS, or edits of zoom/loom recordings. This one in particular is eCamm.
Thank you! But what about the communication? Emails, …. Is there a possibility to bring them up to the dashboard?
Hey Christian,
We discussed your question on the CRM Zen Show this week! Jump right to your answer here, ua-cam.com/users/livet3qCpzHERZk?feature=share&t=2675
@@Zenatta awesome!! Thank you for the answer! I didn’t expect that. OK unfortunately there’s no possibility to bring up the communication. It’s such a time consuming thing! And it really would help if you just jump from dashboard to dashboard when you switch the projects and you have everything matters on one screen!
can we import all project data from previous software to ZOHO ??like Teamwork to ZOHO ???
Hey Ravikiran,
We answered your question in this week's episode of the CRM Zen Show - ua-cam.com/users/live5l9IFTjIifs?feature=share&t=2441
Can I convert items from an estimate or invoice to tasks in a project both services and goods?
Hi Cristian,
We answered your question on the latest episode of the CRM Zen Show, skip right to your answer here, ua-cam.com/video/h-UEU-IJWXw/v-deo.html
Adding the feature of linking the task to the next task and Add a print feature for jobs on Zoho projects can i do that ?
Hey Ahmed,
In the latest episode of the CRM Zen Show we answered your question! Click here to jump right to it ua-cam.com/video/FctOHCRR4-E/v-deo.html
Is it possible to delete things from the standard template like the budget section
Hi Lolo,
We answer this question in the last episode of the CRM Zen Show, click here to jump to it! ua-cam.com/video/7exGJol3Me8/v-deo.html
why every time i comment on task or project the due date always become the time/date of my comment ?
Hi Danley, That should not be happening by default, either there is a workflow rule in place that is making the edit on your behalf, or there is a bug that Zoho Support will have to address.