Description
1. Training Structure
Required Materials:
- A stable Internet connection
- A Zoho Projects account (free or enterprise version)
- Two screens recommended to follow the training and practice simultaneously
Evaluation Methods:
- Skills validation through hands-on exercises
- Real-time feedback
- Final simulation of a complete project
2. Learning Objectives
General Objective: Master the basics of Zoho Projects to independently create, organize, and monitor a project
Specific Objectives:
- Understand project management concepts as applied in Zoho Projects
- Create and structure a project (tasks, milestones, subtasks)
- Track progress using Kanban, Gantt, and List views
- Use collaboration tools (comments, forums, documents)
- Manage timesheets and generate simple reports
3. Training Content and Flow
Module 1: Introduction to Zoho Projects
- Overview of the platform and use cases
- Interface navigation and module structure
- Free exploration of the workspace
Module 2: Project Creation and Structuring
- Creating a project: definition, objectives, settings
- Adding milestones, task lists, tasks, and subtasks
- Task dependencies
- Practical Exercise: Create a sample project with a timeline
Module 3: Visual Planning
- Gantt view: planning and duration adjustments
- Kanban view: agile task management
- Resource assignment and priority settings
- Exercise: Manipulate views for a given scenario
Module 4: Collaboration and Communication
- Sharing information (comments, mentions, forums)
- Adding documents and version control
- Notifications and permissions
- Exercise: Collaborate on a group project
Module 5: Timesheets and Reports
- Logging and validating working hours
- Progress tracking and dashboards
- Generating basic reports (tasks, users, time)
- Exercise: Weekly analysis report
Module 6: Conclusion and Next Steps
- Learning summary
- Q&A session
- Introduction to advanced training
4. Evaluation and Follow-Up
Participant Evaluation:
- Skills validation through exercises
- Interactive quizzes
- Final simulation
Training Evaluation:
-
Satisfaction survey
5. Expected Outcomes
For Participants:
- Understand and use the basic features of Zoho Projects
- Efficiently structure and plan a project
- Collaborate with team members via the platform
For the Company:
- Improved visibility into project progress
- Better coordination between teams
- More accurate and centralized time tracking
