The Zoho Projects Dashboard shows an overview of a particular project and presents the following details in a nutshellThis chart shows the activities : meetings/milestones/tasks planned for next seven days.
The most recent forum posts made by the users in a project.
The list of documents uploaded on the latest dates by the users.
The
list of activities of the project which have been undertaken by the
users. This also shows the details of the activities containing the
name of the user and the status (add/update/delete) of the activity.
Other important features in the Dashboard Module are:
- Viewing the project details
The project details can be viewed by clicking over the 'View Project Details' icon
displayed next to the Project name at the top. - Editing the project details
- Project name : Project name can be edited and updated from the Dashboard using the 'Edit Projects Details' icon

- Project description : Description of a project can be also be edited using the above icon.
- Project
status : This helps to change the status of the project as Active or
Archive. This feature is vital as it helps to differentiate the
projects as active or as archived projects instead of manually moving
the entire content from one project to another.
The
dashboard also shows out a list of project names on the left, split as
'Projects' (active projetcs) and 'Archived Projects'. Whenever a
project is being moved to the archive, immediately, the Archive list is
displayed containing the latest moved project.
This
feature enables the user to delete a project in case the project
details aren't needed any more or archived. A project can be deleted by
clicking on the 'Clear Project Details' icon
next to the project name. This is useful particularly in cases where
any project is called off or need not be maintained in the projects
list and may cause unnecessary drain of disk space.
Note
: Only admin can see the Archived projects even though the project
contains any number of users (i.e Managers / Employees / Contractors /
Clients).
Are there 4 templates already exisiting to use in the project management system, and if so how can i acces them? If not, am i able to create the 4 templates ( which go with the $12 /month pack) myself?
Thanks, Juliet
@ julietgore,
No. There are no pre-defined templates available in Zoho Projects. The four templates for Standard Plan infers that the Portal Owner/ Administrator can create four project templates and use the same while creating new projects.
Note: Project Template can be created only by Portal Owner and Administrator.
Can you delete an activity listed under 'latest project activity'? If yes, how?
Thanks.
@wsawyer,
As of now, it is not possible to delete the activity listed under "latest project activity" section.