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Clareti are CRM, Zoho and Integration experts. A Zoho Advanced Partner with more than 20 years experince in a range of industry sectors.
Zoho Projects
Track and collaborate whole projects or task and issue lists with both internal and external ‘client’ users. Zoho Projects has a great user interface and is very easy to use which really matters when you are running quickly to move project tasks to completion. It certainly has all the functionality that you will need but does allow you to remove and customise the things that you need to streamline your activities.
Clareti of course uses Projects for its internal activities and often invites our clients to be part of the projects which speeds tasks up considerably as it gives our clients access to live task progress.
An extensive, fully featured set of capabilities is built in to the application to ensure the ‘whole’ project is managed effectively and efficiently integrating fully into other Zoho applications as you need.
Connect Projects, tasks and Issue tracking
Gantt charts, Task Lists, or Kanban boards can help prioritise tasks, organise work, and manage projects effectively. Extensive marketplace extensions are also available to enhance the use of Zoho Projects.
Customisation
It is not just fields and task and project templates that can be extensively customised but also it is possible to create custom modules to hold related data either at the Organisation or Project level.
Collaboration
Work together with your team or clients from your desk or across the globe with the online collaboration tool. Project management has been brought into the 21st century drawing from the most useful features of social media.
Post comments, @mention users or teams, and hold discussions around various elements such as milestones, tasks, or events.
Time Tracking
Track staff time on projects and approve daily or weekly time sheets with time rolled up to task lists and projects. Have staff check in and out and customise your time recording with extensive administrative privileges.
Budget and cost management
Record project costs and invoice the client directly and plan project budgets and monitor variances by task and project.
Automation
As with all other Zoho applications the ability to automate tasks and create workflows lies at the heart of Zoho Projects. Whether it is enforcing a process through the use of a Blueprint or applying a set of business rules that define the severity of an issue it is all possible to a non-coder. Off application alerts and webhooks are also included to trigger and/or send information to other applications.
Resource management and utilisation
A key aspect of Zoho Project is its ability to see where the resource bottlenecks lie and rebalance work patterns to deal with these. An easy to use Resource utilisation report is available which relies on project task loading. See where problems are going to occur before they do.
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