How to create a blueprint in Zoho Projects?

Steps to Create a Custom View in Zoho Projects

• Navigate to Projects – Click Projects in the left navigation panel.
• Open the View Dropdown – Click on the project view dropdown.
• Select "Create Custom View" – Choose "+ Create Custom View" from the options.
• Define Criteria – Set filters based on project attributes (e.g., budget, deadlines, status).
• Use Operators for Advanced Filtering – Apply AND/OR operators to refine your view.
• Name & Describe Your View – Enter a custom view name and description.
• Enable Custom Columns (Optional) – Choose additional columns for better visibility.
• Set Accessibility – Decide whether the view is personal, shared, or public.
• Save Your Custom View – Click Save to finalize the setup.

To add subtasks in Zoho Projects, you can click on the + icon next to a task. Enter the subtask details and press Enter.

To copy a template in Zoho Projects, open the template, click the More options, and select Duplicate. You can then modify the copy as needed.

To add people in Zoho Projects, go to the People module and click Add New User. Enter the user's details like name, email, role, etc., and save. You can also add users to specific projects or teams from their respective pages.

To add new users to Zoho Projects, go to the People module and click Add New User. Enter the user's details like name, email, role, etc., and save. You can also add users to specific projects or teams from their respective pages.