Using Project Templates in Zoho Projects

22.12.15 09:00 AM By Patty

Building on from the last blog on using Task and Task List templates, the next step is to make templates of the whole project.


This is something that is common place when working in one vertical for example, whereby your projects consist of the same sort of milestones, same tasks each time.


You can even create the same forum topics and upload the same documents, for example, 'kick off' type documents or user guides for training. All can go into the project template to save the Project Manager time later on.


Examples of where this function can be of use are SEO projects, web development projects, Marketing projects, construction projects and many more.


Here's how Project Templates are created...

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Patty