Course Outline

Introduction

  • Project Management Philosophy and Principles: Exploring the fundamentals of efficient project management and how Zoho Projects facilitates this process.
  • Comparison Zoho Projects vs Microsoft Project: Advantages and disadvantages of both systems in different project management scenarios.
  • Overview of Zoho Projects features and architecture: A tour of key tools such as task management, Gantt charts, time tracking, and reports.
  • Beyond Zoho Projects: Integration with other Zoho applications and third-party tools to maximize productivity.

Understanding Zoho Projects

  • The life cycle of a project in Zoho Projects: From initiation to closure, how projects are managed on the platform.
  • How Zoho Projects is integrated into daily management / How Zoho Projects works in collaborative work environments.

Starting

  • Setting up the development environment: Preparing the workspace for integration and customization.
  • Installing Zoho Projects as a standalone application: Detailed steps for a local installation.
  • Installing Zoho Projects as a container (Docker, Podman, etc.): Setup for containerized environments, ideal for development and testing.
  • Installing Zoho Projects on-premise: Security considerations and configuration on the local server.
  • Installing Zoho Projects in the cloud (private, AWS, etc.): Steps to deploy to different cloud service providers, including specific configurations to maximize performance and security.

Integrating Zoho Projects with other tools

  • Integration with Zoho CRM: Synchronization of sales and project teams for fluid management.
  • Connection with communication tools such as Slack and Microsoft Teams: Improvements in team communication and instant updates on project progress.
  • Linking with cloud storage systems such as Google Drive and Dropbox for easy access and document management.

Troubleshooting

  • Identification and resolution of common problems during the installation and daily use of Zoho Projects.
  • Practical tips for solving specific problems related to the integration and customization of the platform.

Summary and next steps

  • Recapitulation of the skills and knowledge acquired.
  • Strategies to effectively implement Zoho Projects in your work environment.
  • Additional resources for continued learning and technical support.

Requirements

Required knowledge and experience:

  1. An understanding of basic project management principles.
  2. Experience with task and project management tools (can be general, not necessarily with Zoho Projects).
  3. Basic programming experience (optional, useful for integrating Zoho Projects with other applications via API).

Audience:

  1. Project managers who want to implement and optimize the use of Zoho Projects in their operations.
  2. Project teams that need a tool to improve communication and task assignment.
  3. IT professionals looking to integrate Zoho Projects with other systems within the organization.
 14 Hours

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