We’d like to take you through some of the new features which were rolled out in our recent update so that you can start using them as part of your existing Zoho Projects. Here’s a quick summary of what’s new in this update.
1. Visual view of Task List
Our existing task list has a list view showing all details of a task. We’ve now added the option to show the task list in chart view, so that a user can quickly and visually grasp the details of a task list.
Where can you find this new chart view?
Click on Task List action menu, select the Chart View and it will display a graphical view of your task list. In addition, you can also take a print out of the task list chart for your reference.
2. Import Users from Google Apps
In one of our previous updates, we had provided an option to import your contacts and users from Zoho CRM and Zoho Business. This option has now been extended to our Google Apps Users too. So, you can now import all your Google Apps users with ease in few quick steps into Zoho Projects.
Portal Owner, Administrators and Managers have the privilege to import users from their Google Apps domain.
3. Client Permissions for Bugs Module
We’ve provided an option called Client Permissions in the Bugs
module that allows you to control the external bugs viewed by client users / client company.
4. View projects based on clients
In My Home tab, you can now view the projects based on clients for whom the project is being done. You can mark Primary Client for a project, under which the project will be listed. There are a set of options added a) to mark the Primary Client using Associate Primary Client b) Edit Project and c) delete a project using Delete Project - all in just few clicks.
5. Create a Project Overview
Create an overview of your project to help your team members and clients quickly understand the purpose and scope of this project. You can specify your project goals too.
6. Tab customization for Clients
Finally, the ‘tab customization’ within portals is extended to client users too. The Portal Administrator can customize tabs for client users as well as for a client company.
Here’s a quick tutorial which we’ve put together to help you get started.
We hope you find these new features useful and that they help you connect better with your project team!
Give them a try and tell us what you think at firstname.lastname@example.org. You can also share your comments here, on Facebook or tweet @zoho.