Common Integrations in Zoho Projects

[@RicheyLLC]

Thank you so much for all of your content. Do you have any videos showing how to create the bidirectional connection between Books and Projects in terms of time tracking?

[@olamideHorlaniyi]

do you have a video on how to set up projects with tasks based on the zoho form. Kindly let me know. Thank you

[@cristiancorrales9019]

What would you suggest to match up estimate items to project tasks? Ive been trying to figure out the best solution.

[@Zenatta]

Hi Cristian Corrales, One option would be to create a project template that has the tasks required for that item and that project template ID to a custom field for the item. From there, build a function that triggers when the estimate is approved that creates a project from the template ID found in the items. help.zoho.com/portal/en/kb/projects/projects/project-operations/articles/project-template#Benefits

[@jasonpopplewell1218]

Hi guys - love your channel - I am a new Zoho One super user - I am looking at projects - do you have a video that shows what a weekly project meeting do’s and do not looks like - I want to open up the projects app with my team and have a progress meeting …

[@Zenatta]

Hi Jason, We answered your question this week in the CRM Zen Show episode! To jump right to your answer, click here, kzbin.info/www/bejne/aIizdpV-jraba6M

[@jasonpopplewell1218]

Another question please - what i close a deal and create a project - can i assign a project manager as the project owner? Thank you

[@Zenatta]

Hi Jason, We've got the answer to this question as well in the CRM Zen Show episode! kzbin.info/www/bejne/aIizdpV-jraba6M

[@jasonpopplewell1218]

Thanks a mill

[@jasonpopplewell1218]

Wow guys I didn’t expect to be part of your show !!! If I knew that I would have used spell check !! Thanks again … when I get bedded in I should reach out for your services- 👍😀