Description
1. Training Structure
Required Materials:
- A stable Internet connection
- A Zoho Projects account (enterprise version recommended)
- Two screens recommended to follow the training and practice simultaneously
Evaluation Methods:
- Skills validation through practical exercises
- Real-time feedback
- Multi-project management case study
2. Learning Objectives
General Objective: Master advanced Zoho Projects features to efficiently manage complex projects, automate processes, and optimize performance
Specific Objectives:
- Customize the project management environment
- Automate workflows using Blueprints and workflows
- Track and analyze performance with advanced reports
- Manage project portfolios and cross-project dependencies
- Integrate Zoho Projects with other Zoho applications
3. Training Content and Flow
Module 1: Advanced Customization
- Custom fields, layouts, and validation rules
- Creating project templates
- Role-based permissions management
Module 2: Process Automation
- Introduction to Blueprints
- Creating workflows: rules, alerts, automated tasks
- Conditional triggers and best practices
Module 3: Advanced Reports and Dashboards
- Custom reports (time, milestones, resources, progress)
- Dashboards and performance tracking
- Report export and automation
Module 4: Multi-Project Management and Integrations
- Managing project portfolios
- Cross-project dependencies
- Integrations with Zoho CRM, Zoho Desk, and Zoho Analytics
4. Evaluation and Follow-Up
Participant Evaluation:
- Exercises per module
- Final case study
- Interactive quiz
Training Evaluation:
-
Satisfaction survey
5. Expected Outcomes
For Participants:
- Master advanced features of Zoho Projects
- Efficiently manage multiple simultaneous projects
- Automate processes and produce relevant analytics
For the Company:
- Increased efficiency of project teams
- More accurate tracking of deadlines, resources, and budgets
- Better integration of Zoho Projects within the broader digital ecosystem
