Zoho Projects — Project & Delegation Management
Every Task Assigned.
Every Deadline Tracked.
Most teams manage projects over WhatsApp and email — tasks fall through, deadlines are missed, and no one knows who is doing what. We set up Zoho Projects so your team knows exactly what to do, by when, and to what standard.
Project Dashboard
● Live
8
Active Projects
34
Tasks Done
3
Overdue
CRM Go-Live Checklist
RS
Today
Client Data Migration
PD
28 Apr
Training Session — Team
AK
Overdue
Zoho Books Implementation78%
HR Module Setup45%
The Problem
What Managing Projects Over WhatsApp Actually Costs You
Missed deadlines and unclear ownership don't just frustrate your team — they cost you client trust and real money.
Before Zoho Projects
Tasks assigned over WhatsApp — no record of who accepted, what was done, or when
No one has visibility into what's overdue until the client complains
Project status updates require calling or messaging each team member individually
Time logged on a separate sheet — billing always misses hours actually worked
No escalation system — a blocked task sits idle until someone manually follows up
After Zoho Projects
Every task has an owner, due date, and priority — assigned in the app, tracked automatically
Real-time project dashboard — see what's on track, what's delayed, and who's overloaded
Automated status notifications — team gets reminded, managers get escalation alerts
Built-in time tracking — log hours against tasks, auto-generate timesheets for billing
Dependency management — blocked tasks flagged instantly, no silent delays
What We Build
Everything We Configure in Your Zoho Projects Setup
Project Templates & Structure
Reusable project templates built around your delivery process — so every new project starts with the right tasks, milestones, and timelines already set up.
Task Assignment & Delegation
Role-based task assignment, workload balancing, and delegation rules. Every team member knows exactly what they own and when it's due.
Deadline Alerts & Escalations
Automated reminders before due dates, overdue alerts, and escalation rules — so no task goes unnoticed without someone being notified.
Time Tracking & Timesheets
Log time against tasks directly in the app. Auto-generate weekly timesheets for billing, payroll, or client reporting — no more manual time logs.
Project Dashboards & Reports
Live Gantt charts, milestone tracking, team utilisation reports, and project health dashboards — everything your leadership needs to stay in control.
CRM & Books Integration
Won deals in Zoho CRM auto-create projects in Zoho Projects. Project hours feed into Zoho Books for client invoicing — the full delivery loop, automated.
Who It's For
Teams That Deliver Work for Clients or Across Departments
IT & Consulting
Construction & Infra
Marketing & Creative
Implementation Firms
Client Result
Delby PVC Panels
Their team manages their entire Project Management insdide Zoho with reference to Rahul Jain Systems implemented by us
How We Use It
Every client project runs on a template — kicked off in minutes with all standard tasks ready
Time tracked per task — auto-generated timesheets sent to billing every Friday
Overdue task alerts escalate to the project lead — nothing slips silently
Client portal gives clients visibility into project progress without needing status calls
What It Delivers
15+
Projects managed simultaneously
Zero
Status update calls needed weekly
Auto
Timesheets & billing every Friday
100%
Task ownership — no ambiguity
Get Started
Ready to Stop Managing
Projects on WhatsApp?
Book a free discovery call. We'll map your delivery process and show you exactly how Zoho Projects would work for your team.