Step 1: Accessing the Navigation Menu

• Location:
  • The navigation menu is on the left side of your screen when you log in to Zoho Projects.
• Use:
  • Click on any section (e.g., “Dashboard,” “Tasks”) to access that part of the project.

Step 2: Key Sections for Client Users

Dashboard:

• Purpose: Provides an overview of your project’s status.
• Action: Regularly check the Dashboard for updates on tasks, milestones, and recent activities.
  

Tasks:

• Purpose: Displays all tasks related to your project.
• Action: View task details, track progress, and leave comments if necessary.
  

Milestones:

• Purpose: Shows important project dates and goals.
• Action: Monitor milestones to ensure the project stays on track.
  

Documents:

• Purpose: Centralises all project-related files incl. content, images, download, Project Briefs or Scope etc..
• Action: Upload, download, and organise files relevant to the project.

Feeds:

• Purpose: Acts as a communication hub for project updates and discussions.
• Action: Stay engaged by reading and posting updates or questions.
  

Bugs

• Purpose: helps the teams track and manage website bugs or issues that arise during website development process.
• Action: click on a specific bug to view detailed information about the bug, users can also assign bugs to members allowing responsibility and ownership.
  

Project Overview

• Purpose: helps users to view the list of recent active projects.
• Action: select on the specific project to view project details and manage project.
  

Step 3: Navigating and Customising the Menu

• Switching Sections:
  • Simply click on the desired section (like “Tasks” or “Milestones”) to navigate.
• Customising the Menu:
  • Pin important sections to the top or reorder them for easier access.
    

Step 4: Tips for Effective Use

• Stay Updated:
  • Regularly visit “Tasks” and “Milestones” to keep track of progress.
• Communicate Clearly:
  • Use “Feeds” to share updates and ask questions, ensuring smooth communication.
• Organise Files:
  • Keep project documents in the “Documents” section for easy access.