Zoho Projects: Dominando la Gestión de Proyectos de Principio a Fin

Knowledge and experience required:

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 seeking to integrate Zoho Projects with other systems within the organization.

Zoho Projects is an all-in-one software solution for project management.

This instructor-led training (online or at your chosen location) is designed for project managers and teams at beginner/intermediate/advanced levels who wish to use Zoho Projects to efficiently manage projects and collaborate effectively.

By the end of this course, participants will be able to:

• Install and configure Zoho Projects.
• Set up project workflows and manage tasks.
• Collaborate with team members and stakeholders.
• Track project progress and generate reports.

Course Format:

• Interactive conference and discussion.
• Numerous exercises and hands-on practice.
• Practical implementation in a live lab environment.

Course Customization Options:

To request customized training for this course, contact us to coordinate.

Introduction

• Project management philosophy and principles: Exploring the fundamentals of efficient project management and how Zoho Projects facilitates this process.
• Comparing 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 project lifecycle in Zoho Projects: From initiation to closure, how projects are managed on the platform.
• How Zoho Projects integrates into daily management / How Zoho Projects functions in collaborative work environments.

Getting Started

• 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.): Configuration for containerized environments, ideal for development and testing.
• Installing Zoho Projects on-premise: Security considerations and server configuration.
• Installing Zoho Projects in the cloud (private, AWS, etc.): Steps to deploy on different cloud service providers, including specific configurations to maximize performance and security.

Integrating Zoho Projects with Other Tools

• Integration with Zoho CRM: Synchronizing sales teams and projects for seamless management.
• Connection with communication tools like Slack and Microsoft Teams: Enhancing team communication and real-time project progress updates.
• Linking with cloud storage systems like Google Drive and Dropbox for easy document access and management.

Troubleshooting

• Identifying and resolving common issues during installation and daily use of Zoho Projects.
• Practical tips for addressing specific problems related to platform integration and customization.

Summary and Next Steps

• Review of the skills and knowledge acquired.
• Strategies for effectively implementing Zoho Projects in your work environment.
• Additional resources for continuous learning and technical support.