Zoho Projects - Using Templates for Faster Project Creation

[Zoho Projects] Use Templates for Faster Project Creation

What are Project Templates?

Project Templates is a feature within Zoho Projects that can help you save time and increase productivity by reducing redundant work.

Below are some of the benefits of using Templates:
  1. Make copies of and use the format and content from previous projects.
  2. Create a standard way of doing things.
  3. Customize a project to your liking after using the template. 
  4. Save time by creating a template for repeated projects.
  5. Set task dependencies in project templates.

Which edition has templates?

1. Premium (20 templates)
2. Enterprise (30 templates)

How To Create a Template?

1. On the left panel, select Projects.
2. Select the drop-down on All Projects > Choose Project Templates



3. Click New Project Template > Add Project Template form will appear > Fill information related to the project > Add Project Template

Project Template Name - Create a name for the template that you intend to call it i.e. Consulting Project
Choose from Projects - Choose any existing projects
Description - Enter a description related to the project.
Task Layout - Select the task layout. 
Tags - Enter tag name based on relevant information.




4. Once it has been completed you should see the following.



5. On the top panel, select Users > Add Users



6. You can choose to add Portal Users or New Users > Select Add


7. Upon successfully adding the user, click OK. 
8. Once you are able to see the user added into the list of users within the template, you're done!






Once the Template has been done, it should be available to be selected when you create a new project within Zoho CRM.



    • Related Articles

    • [Zoho Books] What is Reporting Tag? How to Use it?

      The objective of reporting tag is to have sales by item or purchase by item report report based on reporting tag you have created. The reporting tag can be customized according to your requirement. The reporting tag could be created for / based on: ...

    • [Zoho CRM] A Comprehensive Guide for Zoho CRM Wizards

      Unleashing the Power of Zoho CRM Wizards: A Comprehensive Guide What is CRM Wizards? Zoho CRM Wizards are a powerful tool designed to simplify and enhance the data entry process in Zoho CRM. They enable users to break down lengthy forms into a series ...

    • [Zoho CRM] Creating A Lead

      Leads in Zoho CRM can be created in several ways; Direct creation Import Social media connection (Facebook and Twitter) Zoho Mail integration Zoho Cliq (website ) integration To create directly, click on the '+' icon at the top right of the screen. ...

    • [Zoho Billing] How to Create Subscription

      Steps to create a subscription Now you have set up your subscription item you can now start to assign the subscription item to your customer. To begin you are required to create subscription under Sales Module as shown in the figure below: Next you ...

    • [Zoho Accounts] How to Change to a New Email Address

      If you accepted an invitation to register a Zoho account using your personal email address and wish to change it to your specific business email address, you can do so by following the steps in this article. 1. Log in to https://accounts.zoho.com and ...