Projects
Add Client Users(Portal Users in Zoho Projects)
This article clarifies the process of adding and managing portal users within Zoho Projects. Before inviting external stakeholders, it is essential to understand how visibility and permissions function to ensure your data remains secure while your ...
How to setup and invoice fixed fee projects in Zoho Projects
In Zoho Projects, you can run projects based on Time and Materials - where you invoice the actual hours and costs going into the project - or Fixed Fee. In a Fixed Fee project, it does not matter how much effort is spent completing the tasks, or how ...
Assigning tasks to Client Users
Assigning tasks to client users gives you the possibility to assign, manage, and track the client activities on your project. This could be a simple approval that needs to occur on your project, or a significant piece of work that needs to be ...
Projects to Books and Expense Integration
When you are using Projects, Books, and Expense, the integration between the three is very useful, but not as straightforward to set up. First thing to realise, is that the integration is via Books - i.e first projects are integrated with books, and ...