Zoho Projects
Budget: $750 – $1,500 USD
**Please note**
Only bid for this if you are capable of carrying out the following requirements.
Kindly provide your final bid price.
If you need further clarification regarding anything in the description, please don't hesitate to enquire.
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I am looking for a freelancer who can assist me with specific features in Zoho Projects, particularly task management. I also need help migrating existing data into Zoho Projects. Additionally, I require custom fields and reports to be created.
Ideal Skills and Experience:
- Proficiency in Zoho Projects and its various features
- Experience with data migration and integration
- Strong understanding of task management and collaboration
- Ability to create custom fields and reports in Zoho Projects
There are 4 major tasks to be completed:
TASK 1/ Creating Additional Reports
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Delayed Projects Report
Step 1: Import project data from Zoho Projects into Zoho Analytics.
Step 2: Create a new report and apply filters to identify projects that are delayed based on their due dates.
Step 3: Customize the report to include project name, due date, and current status.
Completed Projects Report
Step 1: Use the imported project data in Zoho Analytics.
Step 2: Create a new report that filters projects based on their completion status.
Step 3: Customize the report to include project name, completion date, and other relevant metrics.
Jurisdiction-wise, Activity-wise, and Assignment-wise Reports
Step 1: Create custom fields in Zoho Projects for jurisdiction, activity type, and assignment details.
Step 2: Import these custom fields into Zoho Analytics.
Step 3: Create reports that group projects based on these custom fields.
TASK 2/ Milestones and Assignments in the Same Project
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Milestones
Step 1: Create individual milestones for company incorporation, visa processing, and bank account setup within the same project.
Step 2: Assign responsible team members to each milestone.
Task Structuring
Step 1: Implement a consistent naming convention for tasks within each milestone.
Step 2: Use custom fields or labels to further categorize tasks.
Custom Reports
Step 1: Create custom reports in Zoho Analytics that can filter tasks by milestones or by custom fields.
Step 2: Schedule these reports to be generated and emailed to relevant stakeholders regularly.
TASK 3/ Multiple Project Owners
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Primary Owner: Assign one primary project owner who will be responsible for the overall project.
Role Delegation: Create custom roles in Zoho Projects and assign specific permissions for each aspect of the project to different team members.
TASK 4/ Timesheet Management
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Manual Timesheet Entry: Train team members on how to log time for tasks manually in Zoho Projects.
Automatic Timesheet Update: Enable the feature that allows automatic time logging when a task is marked as complete.
Defining Time and Price for Tasks: Use custom fields to define the estimated time and price for each task.
Only bid for this if you are capable of carrying out the following requirements.
Kindly provide your final bid price.
If you need further clarification regarding anything in the description, please don't hesitate to enquire.
***********************************************************************************************************
I am looking for a freelancer who can assist me with specific features in Zoho Projects, particularly task management. I also need help migrating existing data into Zoho Projects. Additionally, I require custom fields and reports to be created.
Ideal Skills and Experience:
- Proficiency in Zoho Projects and its various features
- Experience with data migration and integration
- Strong understanding of task management and collaboration
- Ability to create custom fields and reports in Zoho Projects
There are 4 major tasks to be completed:
TASK 1/ Creating Additional Reports
-----------------------------------------------------------
Delayed Projects Report
Step 1: Import project data from Zoho Projects into Zoho Analytics.
Step 2: Create a new report and apply filters to identify projects that are delayed based on their due dates.
Step 3: Customize the report to include project name, due date, and current status.
Completed Projects Report
Step 1: Use the imported project data in Zoho Analytics.
Step 2: Create a new report that filters projects based on their completion status.
Step 3: Customize the report to include project name, completion date, and other relevant metrics.
Jurisdiction-wise, Activity-wise, and Assignment-wise Reports
Step 1: Create custom fields in Zoho Projects for jurisdiction, activity type, and assignment details.
Step 2: Import these custom fields into Zoho Analytics.
Step 3: Create reports that group projects based on these custom fields.
TASK 2/ Milestones and Assignments in the Same Project
---------------------------------------------------------------------------------------------
Milestones
Step 1: Create individual milestones for company incorporation, visa processing, and bank account setup within the same project.
Step 2: Assign responsible team members to each milestone.
Task Structuring
Step 1: Implement a consistent naming convention for tasks within each milestone.
Step 2: Use custom fields or labels to further categorize tasks.
Custom Reports
Step 1: Create custom reports in Zoho Analytics that can filter tasks by milestones or by custom fields.
Step 2: Schedule these reports to be generated and emailed to relevant stakeholders regularly.
TASK 3/ Multiple Project Owners
-----------------------------------------------------
Primary Owner: Assign one primary project owner who will be responsible for the overall project.
Role Delegation: Create custom roles in Zoho Projects and assign specific permissions for each aspect of the project to different team members.
TASK 4/ Timesheet Management
-----------------------------------------------------
Manual Timesheet Entry: Train team members on how to log time for tasks manually in Zoho Projects.
Automatic Timesheet Update: Enable the feature that allows automatic time logging when a task is marked as complete.
Defining Time and Price for Tasks: Use custom fields to define the estimated time and price for each task.