[ Zoho Pr... Reviews ](https://www.g2.com/products/zoho-projects/reviews) [ Zoho Pr... Reviews ](https://www.g2.com/products/zoho-projects/reviews) # Zoho Projects Features ##### ## Time Tracking (5) Ease of Completing Timesheets (This feature was mentioned in 76 Zoho Projects reviews.) Timesheet entry takes little time and is intuitive for new users Tracking Time to Project/Task (76 reviewers of Zoho Projects have provided feedback on this feature.) Users can easily track time based on task or activity and assign to projects Billable Time Rate Management (Based on 70 Zoho Projects reviews.) Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Task Progress Tracking Track the status and progress of tasks Show More ##### ## Client Invoicing (4) Invoice Creation and Delivery (Based on 67 Zoho Projects reviews.) Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. Project Accounting / Revenue Recognition (Based on 66 Zoho Projects reviews.) Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately Biometric Recognition Facial or other physical recognition to confirm identity Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Show More ##### ## Mobile Time Tracking (15) Project Time Tracking (Based on 70 Zoho Projects reviews.) Measure time to completion or hours worked for projects Expense Tracking Monitor and record expenses such as purchases or charges incurred Progress Tracking Reporting on how each user, task or process has advanced since its initiation Activity Tracking Track and document all activities across devices, networks, and other systems Time Tracking by Client Track time worked per client Project Tracking Monitor the progress of projects from start to finish Billable Items Tracking Track the list of items required to be billed/invoiced to clients Attendance Tracking Track the attendance of specific individuals or groups Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Project Time Tracking Measure time to completion or hours worked for projects Leave Tracking Manage and track employee attendance Budget Tracking Track actual spending to ensure it's in line with the planned budget Online Time Tracking Track employee and task times using internet connection Offline Time Tracking Track employee and task times without internet connection Location Tracking Identify the physical location of an individual, asset, device, etc. Show More ##### ## Administration (16) Business Tool Integration (68 reviewers of Zoho Projects have provided feedback on this feature.) Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow (As reported in 69 Zoho Projects reviews.) Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer Automated Reminders (As reported in 68 Zoho Projects reviews.) Sends automatic reminders to employees that have not completed expenses reports and/or timesheets Policy Compliance Management (As reported in 65 Zoho Projects reviews.) Enables administrators to create rules that enforce compliances of corporate time and expense policies User, Role, and Access Management (Based on 69 Zoho Projects reviews.) Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Employee Management Track employee schedules, availability, and performance across projects and tasks Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Task Management Create, manage and track all task activities and progression Mobile Access Access software remotely via mobile devices Mobile Access Access software remotely via mobile devices Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Show More ##### ## Platform (12) Reporting (This feature was mentioned in 70 Zoho Projects reviews.) Access pre-built and custom reports and dashboards. APIs / Integration (59 reviewers of Zoho Projects have provided feedback on this feature.) Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Internationalization (This feature was mentioned in 60 Zoho Projects reviews.) Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability (Based on 65 Zoho Projects reviews.) Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Mobile User Support (This feature was mentioned in 63 Zoho Projects reviews.) Allows software to be easily used on multiple mobile devices include phone and tablet devices. Offline (61 reviewers of Zoho Projects have provided feedback on this feature.) Provides users ability to create and access expense reports/timesheets while not connected to internet. Accounting Integration Integrate with a third-party accounting system QuickBooks Integration Integrates with QuickBooks Real-Time Reporting Active reporting of data and metrics Third-Party Integrations Set up connections to third-party platforms to improve business processes Payroll Integration Facilitates integration with multiple third-party payroll systems Accounting Integration Integrate with a third-party accounting system Show More ##### ## Tasks (12) Creation & Assignment (Based on 195 Zoho Projects reviews and verified by the G2 Product R&D team.) Create and assign tasks for individual users with details and due dates. Due Dates (Based on 190 Zoho Projects reviews and verified by the G2 Product R&D team.) Set deadlines and milestones for tasks, manually or automatically (based on project templates). Task Prioritization (Based on 182 Zoho Projects reviews and verified by the G2 Product R&D team.) Set priority levels on tasks so individuals can organize their work. To-Do Lists (Based on 176 Zoho Projects reviews and verified by the G2 Product R&D team.) Each user can view their list of tasks to be completed without having access to other tasks. Dependencies (Based on 175 Zoho Projects reviews and verified by the G2 Product R&D team.) Define dependencies between tasks and the rules to manage them. Mass Updates (Based on 169 Zoho Projects reviews and verified by the G2 Product R&D team.) Allows users to update multiple tasks at the same time, accross multiple projects. Drag & Drop (Based on 171 Zoho Projects reviews and verified by the G2 Product R&D team.) Users can move tasks and change dependencies using drag and drop. Recurring Tasks (Based on 171 Zoho Projects reviews and verified by the G2 Product R&D team.) Define recurring tasks that can be scheduled automatically at pre-defined intervals. Real-Time Updates Receive system updates as soon as any changes are made Tasks Allows users to create, modify, and delete tasks Details Helps users capture all relevant details required to perform tasks Priority Assigns priorities to tasks and allows admin to change priorities Show More ##### ## Projects (35) Planning (Based on 180 Zoho Projects reviews and verified by the G2 Product R&D team.) Plan and create work breakdown structure (WBS) based on the scope of the project. Project Map (Based on 176 Zoho Projects reviews and verified by the G2 Product R&D team.) Projects can be mapped out with milestones, due dates, deliverables and interdependencies. GANTT (Based on 172 Zoho Projects reviews and verified by the G2 Product R&D team.) Provide visual representations of tasks, dependencies, and progress. Calendar View (Based on 174 Zoho Projects reviews and verified by the G2 Product R&D team.) Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. Views (Based on 170 Zoho Projects reviews and verified by the G2 Product R&D team.) Create customized project views for internal and external purposes (eg: for customers). Project Budgeting (Based on 162 Zoho Projects reviews and verified by the G2 Product R&D team.) Associate a budget with a project and allocate it accordingly by task or resource. Issue Tracking (Based on 170 Zoho Projects reviews and verified by the G2 Product R&D team.) Track issues at the project or task level, and manage resolutions. Templates (Based on 164 Zoho Projects reviews and verified by the G2 Product R&D team.) Provide standards templates that can be customized by users to create new projects. Critical Path (Based on 154 Zoho Projects reviews and verified by the G2 Product R&D team.) Automatically calculate the critical path for projects and update it when projects change. Time & Expense (Based on 163 Zoho Projects reviews and verified by the G2 Product R&D team.) Track time and expenses associated with projects or tasks. Methodologies (Based on 158 Zoho Projects reviews and verified by the G2 Product R&D team.) Support agile and waterfall project management methodologies. Project Time Tracking Measure time to completion or hours worked for projects Bug Tracking Monitor and track bugs and issues in the system. Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Task Progress Tracking Track the status and progress of tasks Activity Tracking Track and document all activities across devices, networks, and other systems Project Tracking Monitor the progress of projects from start to finish Status Tracking Track the status over time for a request, process, asset, or transaction Progress Tracking Reporting on how each user, task or process has advanced since its initiation Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Sprint Planning Identifying the tasks to be completed and the people to complete them during a set period of time Project Planning Organize and schedule projects Release Planning A timeline for taking a project live that outlines what features should be operational at the go-live date Multiple Projects Ability to handle several projects simultaneously Multi-Department/Project Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Project Templates Pre-designed project plans that can be customized Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Percent-Complete Tracking Level of completion within a task Reporting/Project Tracking Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Time Tracking Measure and track time including hours worked and paid time off (PTO) Traditional Methodologies Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Task Planning Traditional Methodologies Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Show More ##### ## Resource Management (8) Resource Definiton (Based on 160 Zoho Projects reviews and verified by the G2 Product R&D team.) Create human and material resources and categorize them based on skills and other criteria. Capacity (Based on 157 Zoho Projects reviews and verified by the G2 Product R&D team.) Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling (Based on 169 Zoho Projects reviews and verified by the G2 Product R&D team.) Allocate resources by matching capacity and demand, by project, team, or department. Task Scheduling Track and manage the scheduling of tasks Project Planning/Scheduling Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Definition Identify human and material resources and assign them to projects and portfolios. Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Optimization Improve resource utilization across various projects and portfolios. Show More ##### ## Project Monitoring (4) Baselining / KPIs (Based on 150 Zoho Projects reviews and verified by the G2 Product R&D team.) Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Resource Allocation (Based on 155 Zoho Projects reviews and verified by the G2 Product R&D team.) Monitor resource allocation to identify shortages and adjust accordingly. Activity Dashboard (Based on 169 Zoho Projects reviews and verified by the G2 Product R&D team.) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Communication (9) Wiki Documentation (27 reviewers of Zoho Projects have provided feedback on this feature.) Provides a wiki to keep useful product documentation. Community Forum (This feature was mentioned in 27 Zoho Projects reviews.) Provides a place for product users to interact and ask questions. Customer Ideation (Based on 28 Zoho Projects reviews.) Provides a medium for users to make suggestions for the product. NPS of Customers Calculate NPS of customers Chat Provide live chat tools for instant messaging Discussions Ability to involve multiple users in public or private discussions External Allow external users to use chat and discussions Feedback Provide functionality to create and manage polls and surveys Announcements Manage news and announcements by company or department Show More ##### ## Planning (11) Work Capacity (29 reviewers of Zoho Projects have provided feedback on this feature.) Measures the amount of work an employee can handle in a sprint. Task Ranking (As reported in 30 Zoho Projects reviews.) Ranks the priority of a task. Kanban Board (This feature was mentioned in 30 Zoho Projects reviews.) provides a Kanban board to visualize tasks. Custom Workflows (This feature was mentioned in 28 Zoho Projects reviews.) Enables the creation of custom workflows to facilitate various processes. Release Forecasting (Based on 27 Zoho Projects reviews.) Predicts a products release based on the workflow. Projections Estimate or forecast of a future scenario based on the study of present trends Prioritization Arrange tasks based on the level of priority or urgency Workflow Define the stages of a workflow and assign tasks to each stage Backlog Tasks can be moved to a backlog based on priority and other criteria Optimization Ability to improve workflows and processes by analyzing the flow of tasks Configurable Workflow Configure existing workflows to meet your organization's needs Show More ##### ## Workflow Management (10) Time Tracking (Based on 30 Zoho Projects reviews.) Tracks the amount of time spent on a task. Progress Monitoring (30 reviewers of Zoho Projects have provided feedback on this feature.) Measures the progress of tasks within a product workflow. Budgeting (This feature was mentioned in 27 Zoho Projects reviews.) Measures the cost of tasks and enables the allocation of budget to different projects. Team Scorecard (27 reviewers of Zoho Projects have provided feedback on this feature.) Provides data on employee performance for gamification. Progress Tracking Reporting on how each user, task or process has advanced since its initiation Status Tracking Track the status over time for a request, process, asset, or transaction Activity Tracking Track and document all activities across devices, networks, and other systems Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Task Progress Tracking Track the status and progress of tasks Project Tracking Monitor the progress of projects from start to finish Show More ##### ## Portfolio Management (5) Portfolio Types Define multiple types of portfolios for projects, programs, and services. Planning Plan activities and tasks across various portfolios or programs. Alignment Align different kinds of portfolios with business and financial goals. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Show More ##### ## Project Management (10) Dependencies Manage dependencies between projects from one or multiple portfolios. Priorities Assign priorities for projects that are part of portfolios. Lean Management Include lean project management features and best practices. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Calendar Management Track and manage schedules and meetings via an integrated calendar Change Management Track and monitor efficient handling of all changes/transitions Task Management Include features to create, assign, and manage tasks. Planning Deliver project plans that can be customized by users. Visibility Provide visibility into collaborative processes accross the company Integration Provide integration with task management and project management software. Show More ##### ## Data & Analytics (4) Data Consolidation Consolidate project and portfolio data from separate sources. Visualizations Provide custom project and portfolio monitoring visualizations. Performance Monitor the performance of different types of portfolios. Risk Analysis Perform risk analysis at the portfolio or project level. Show More ##### ## Cost Tracking (5) Identification Capture costs at different stages of the project Allocation Allocate costs to resources, tasks, or projects Standard Costs Define standard costs for resources and activities Project Billing Business model that bills clients an amount based on the project/task/job performed Cost-to-Completion Tracking Forecast of the expenses necessary for project completion Show More ##### ## Kanban Boards (3) Kanban Cards Provide standard Kanban cards for various types of tasks that can be modified by users Drag and Drop Allows users to drag and drop cards to rearrange them in a board Visibility Boards provide visibility accross all projects, tasks, and users Show More ##### ## Platform Basics (7) Drag & Drop Scheduling (28 reviewers of Zoho Projects have provided feedback on this feature.) Ability to drag and drop projects and tasks within a marketing calendar. Project and Task Lists Organization (Based on 29 Zoho Projects reviews.) Ability to organize recurring projects and tasks into standardized workflows. Project Templates (This feature was mentioned in 27 Zoho Projects reviews.) Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc. Budgeting and Cost Estimation (Based on 26 Zoho Projects reviews.) Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets. Team Member Roles (As reported in 28 Zoho Projects reviews.) Ability to assign team members specific roles on specific projects. Automated Alerts and Notficiations (28 reviewers of Zoho Projects have provided feedback on this feature.) Ability to send automated alerts and notifications when projects have been updated and/or compelted. To-Do List A digital list of items that need to be completed Show More ##### ## Content Planning (4) Content Organization (This feature was mentioned in 27 Zoho Projects reviews.) Ability to organize content and manage approvals during the content creation process. Task Assignment (As reported in 27 Zoho Projects reviews.) Ability to assign content tasks to writers, designers, and editors. Multi-Channel Marketing (As reported in 27 Zoho Projects reviews.) Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Task Scheduling Track and manage the scheduling of tasks Show More ##### ## Other Features (2) Integrations (This feature was mentioned in 27 Zoho Projects reviews.) Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc. Reporting (26 reviewers of Zoho Projects have provided feedback on this feature.) Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders. Show More ##### ## Task Creation (4) Creation & Assignment (61 reviewers of Zoho Projects have provided feedback on this feature.) Create and assign tasks for individual users with details and due dates. Due Dates (This feature was mentioned in 59 Zoho Projects reviews.) Set deadlines and milestones for tasks, manually or automatically (based on project templates). Drag & Drop (Based on 60 Zoho Projects reviews.) Users can move tasks and change dependencies using drag and drop. Mass Updates (60 reviewers of Zoho Projects have provided feedback on this feature.) Allows users to update multiple tasks at the same time, accross multiple projects. Show More ##### ## Task Management (5) Task Prioritization (Based on 59 Zoho Projects reviews.) Set priority levels on tasks so individuals can organize their work. To-Do Lists (Based on 60 Zoho Projects reviews.) Each user can view their list of tasks to be completed without having access to other tasks. Dependencies (Based on 58 Zoho Projects reviews.) Define dependencies between tasks and the rules to manage them. Recurring Tasks (Based on 58 Zoho Projects reviews.) Define recurring tasks that can be scheduled automatically at pre-defined intervals. Project Templates Pre-designed project plans that can be customized Show More ##### ## Content & Documents (4) File Sharing Documents can be shared between users and teams Notes User can share notes with colleagues or external users Search Help users find documents and other types of content Versioning Keep track of document versions and related changes Show More ##### ## Controls (5) Custom Views Create personalized project views for collaboration Followers Allow users to follow tasks which are not assigned to them User Management Define and manage users access to documents and collaboration features Calendars Manage private and shared calendars and associated events Public Sharing Make project views available for the public. Show More ##### ## Remote Collaboration (4) Alignment Align remote employees with their colleagues and external users Accountability Define and track responsabilities for remote users Connectivity Allow users to connect to tools that they use remotely Offline Mode Users can work offline and changes are synced when they back online Show More ##### ## Marketing Campaign Performance (8) Performance and ROI Tracking (Based on 26 Zoho Projects reviews.) Ability to track marketing campaign performance and return on investment (ROI). Activity Tracking (As reported in 26 Zoho Projects reviews.) Ability to compare marketing plans to historical activity. Project Tracking Monitor the progress of projects from start to finish Progress Tracking Reporting on how each user, task or process has advanced since its initiation Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Status Tracking Track the status over time for a request, process, asset, or transaction Project Time Tracking Measure time to completion or hours worked for projects Task Progress Tracking Track the status and progress of tasks Show More ##### ## Generative AI (8) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation (44 reviewers of Zoho Projects have provided feedback on this feature.) Allows users to generate text based on a text prompt. AI Text Summarization (As reported in 43 Zoho Projects reviews.) Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation (This feature was mentioned in 48 Zoho Projects reviews.) Allows users to generate text based on a text prompt. AI Text Summarization (Based on 47 Zoho Projects reviews.) Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Strategy - Project and Portfolio Management (25) Simulation Simulate the outcomes of various business case scenarios and mix of projects Tracking Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios Planning Create plans to implement activities to achieve strategic objectives Objectives Define strategic objectives related to project and portfolio management Visiblity Provide a 360 view of all projects and portfolios and their corresponding strategies Alignment Align project and portfolios with the strategic objectives of the company Risk Management Mitigate risks related to projects and portfolios that may impact strategic objectives Implementation Deploy strategic planning to project and portfolio management activities Optimization Help with continuous improvement and to adapt to strategy updates and market changes Prioritization Assign priorities to projects and portfolios based on strategic objectives Timesheet Management Track the amount of time spent on a job or task Workflow Management Create, design and manage workflows for repetitive tasks Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Task Management Create, manage and track all task activities and progression Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Assignment Management Assign issues and tasks based on availability or required skills Document Management Store, manage, and track all electronic documents in a centralized location Project Time Tracking Measure time to completion or hours worked for projects Status Tracking Track the status over time for a request, process, asset, or transaction Progress Tracking Reporting on how each user, task or process has advanced since its initiation Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Project Tracking Monitor the progress of projects from start to finish ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Activity Tracking Track and document all activities across devices, networks, and other systems Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Show More ##### ## Agentic AI - Kanban Project Management (10) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Task Planning Project Planning Organize and schedule projects Show More ##### ## Agentic AI - Project Management (9) Autonomous Task Execution (Based on 39 Zoho Projects reviews.) Capability to perform complex tasks without constant human input Multi-step Planning (Based on 39 Zoho Projects reviews.) Ability to break down and plan multi-step processes Cross-system Integration (As reported in 45 Zoho Projects reviews.) Works across multiple software systems or databases Adaptive Learning (39 reviewers of Zoho Projects have provided feedback on this feature.) Improves performance based on feedback and experience Natural Language Interaction (Based on 40 Zoho Projects reviews.) Engages in human-like conversation for task delegation Proactive Assistance (Based on 40 Zoho Projects reviews.) Anticipates needs and offers suggestions without prompting Decision Making (As reported in 40 Zoho Projects reviews.) Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes File Transfer Move files across different systems or networks Show More ##### ## Agentic AI - Project Collaboration (2) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Marketing Calendar (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Task Planning Project Planning Organize and schedule projects Media Planning Identify advertising and promotional sources to be used in marketing efforts Campaign Planning Plan and strategize marketing campaigns Show More ##### ## Additional Functionality (339) Task Management Create, manage and track all task activities and progression Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Real-Time Updates Receive system updates as soon as any changes are made Access Controls/Permissions Define levels of authorization for access to specific files or systems Task Planning Product Lifecycle Management Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Data Import/Export Import and export data to and from software applications Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Notifications Notifications that are delivered to users as soon as an event occurs API Application programming interface that allows for integration with other systems/databases Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Planning Tools Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Commenting/Notes Leave comments and notes on documents for others to view Customizable Fields Customize data fields to support various needs and use cases Calendar Management Track and manage schedules and meetings via an integrated calendar Third-Party Integrations Set up connections to third-party platforms to improve business processes Workflow Management Create, design and manage workflows for repetitive tasks Task Scheduling Track and manage the scheduling of tasks Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Project Management Plan and coordinate all the resources, costs and time needed to execute assignments @mentions An @mention is a way to tag or notify a specific person about a message/post Multiple Projects Ability to handle several projects simultaneously Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Project Planning Organize and schedule projects Single Sign On Allow users to access multiple services after entering their login credentials once Document Storage Store and organize documents in a centralized system Release Planning A timeline for taking a project live that outlines what features should be operational at the go-live date Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Email Management Manage, store and organize emails within the system or via third-party apps To-Do List A digital list of items that need to be completed Surveys & Feedback Gauge satisfaction and receive information for improvement and success Deadline Management Specify or track the date/time a project, task, etc., is due for completion Generative AI Use AI to generate content in the form of text, images, videos, etc. Product Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Idea Management Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Real-Time Data Receive data and information in real time Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Timeline Management Manage a detailed schedule of a product plan File Management Create, save, and store files Data Security Protect sensitive data for digital privacy Project Templates Pre-designed project plans that can be customized Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Template Management Create, save, and re-purpose templates for emails, forms, etc. Guest Access Allow guests to view the software and interact with users Visualization Graphical representation of data or processes Backlog Management The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items. API Application programming interface that allows for integration with other systems/databases Retrospectives Management Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement Task Management Create, manage and track all task activities and progression Access Controls/Permissions Define levels of authorization for access to specific files or systems Supports Scrum Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. Team Management Organizing a group of people to accomplish a task Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Request Management Evaluating and prioritizing change requests that are received while working on the project Commenting/Notes Leave comments and notes on documents for others to view Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. @mentions An @mention is a way to tag or notify a specific person about a message/post Planning Tools Projections Estimate or forecast of a future scenario based on the study of present trends Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Calendar Management Track and manage schedules and meetings via an integrated calendar Email Management Manage, store and organize emails within the system or via third-party apps Project Workflow Create, manage, or update project workflows. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Fields Customize data fields to support various needs and use cases AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Negative Feedback Management Identify, track, and respond to negative feedback Data Import/Export Import and export data to and from software applications File Management Create, save, and store files Assignment Management Assign issues and tasks based on availability or required skills Progress Reports Document and report the progress of ongoing projects Budget Management Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Real-Time Reporting Active reporting of data and metrics Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Issue Management Identify and respond to unexpected problems or failures (ie. "negative events") Document Management Store, manage, and track all electronic documents in a centralized location Release Management Planning, scheduling, and overseeing the release of software or system changes into a live or production environment For IT Project Management Supports project management for IT professionals & teams Product Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Change Management Track and monitor efficient handling of all changes/transitions Mobile App Access the system via a mobile application Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Testing/QA Management Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards Billing & Invoicing Create, manage, and send invoices or bills to customers Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Web-based Deployment SaaS, web-based, online deployment Idea Management Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Client Portal Private online space that lets businesses securely share documents and provide information access to clients File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Version Control Track revisions and updates made to files and navigate between different versions Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Forecasting Form predictions based on past and present data/trends Key Performance Indicators Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Remote Support Provide support to your customers and employees remotely over a shared network Predictive Analytics Predict future data based on historical data sets Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Network Diagram Diagram that depicts connections among nodes in a network Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Document Storage Store and organize documents in a centralized system Visualization Graphical representation of data or processes Customizable Reports Alter the layout and content of reports Time Clock Reminders Timed notification for any upcoming task, deadline, appointment, or activity Daily Reports A document that lists daily activities or maintains a record of all events that happened in a day Configurable Workflow Configure existing workflows to meet your organization's needs Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Iteration Management Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle Timeline Management Manage a detailed schedule of a product plan KPI Monitoring Tracking the status of previously identified performance measurements For Small Businesses Designed for small businesses Chat/Messaging Communicate using direct chat or messages within the system Messaging Communicate using messages within the system Data Import/Export Import and export data to and from software applications Estimating Estimate expected cost based on various factors before a project begins Timer Multi-Currency Manage and handle various international currencies Customizable Reports Alter the layout and content of reports Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Real-Time Updates Receive system updates as soon as any changes are made Projections Estimate or forecast of a future scenario based on the study of present trends Customizable Fields Customize data fields to support various needs and use cases Approval Process Control Manage the process of evaluating documents or requests submitted for approval Mobile App Access the system via a mobile application Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Billing & Invoicing Create, manage, and send invoices or bills to customers Budgeting/Forecasting Create budgets based on historical data and future projections Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Access Controls/Permissions Define levels of authorization for access to specific files or systems Real-Time Notifications Notifications that are delivered to users as soon as an event occurs AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Summary Reports Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Real-Time Data Receive data and information in real time Automatic Time Capture Automate recording of time to reduce human error Overtime Calculation Manage and record overtime hours for hourly employees Clock In/Out Track employees' arrival and departure timings for payroll purposes Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Multi-Language Manage and support multiple languages Employee Scheduling Assign working shifts or tasks to employees based on their availability Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Billable & Non-Billable Hours Track billable hours and/or non-billable expenses for work performed Usage Tracking/Analytics Track and interpret metrics on the usage of company resources Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Task Tagging Add labels or tags to tasks Spreadsheet View UI looks like a spreadsheet Task Scheduling Track and manage the scheduling of tasks Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Email-to-Task Conversion Convert emails into tasks Project Tracking Monitor the progress of projects from start to finish Time Tracking Measure and track time including hours worked and paid time off (PTO) Sub-Task Management Split and manage tasks into individual components Task Progress Tracking Track the status and progress of tasks Third-Party Integrations Set up connections to third-party platforms to improve business processes Calendar Management Track and manage schedules and meetings via an integrated calendar Mobile Access Access software remotely via mobile devices Task Editing Edit task information and all related elements Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Deadline Management Specify or track the date/time a project, task, etc., is due for completion API Application programming interface that allows for integration with other systems/databases Dependency Tracking Track and manage task relationships and dependencies Document Management Store, manage, and track all electronic documents in a centralized location Assignment Management Assign issues and tasks based on availability or required skills Project Planning Organize and schedule projects Task Board View UI looks like task board Workflow Management Create, design and manage workflows for repetitive tasks Activity Tracking Track and document all activities across devices, networks, and other systems Commenting/Notes Leave comments and notes on documents for others to view Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Task Import Import tasks from external sources Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Access Controls/Permissions Define levels of authorization for access to specific files or systems Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Budgeting/Forecasting Create budgets based on historical data and future projections Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Projections Estimate or forecast of a future scenario based on the study of present trends Demand Forecasting Forecast customer demand using historical insights and simulations Multiple Projects Ability to handle several projects simultaneously Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Fields Customize data fields to support various needs and use cases Customizable Reports Alter the layout and content of reports AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data API Application programming interface that allows for integration with other systems/databases Project Templates Pre-designed project plans that can be customized Commenting/Notes Leave comments and notes on documents for others to view Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Planning Tools Real-Time Updates Receive system updates as soon as any changes are made Project Workflow Create, manage, or update project workflows. Task Scheduling Track and manage the scheduling of tasks Generative AI Use AI to generate content in the form of text, images, videos, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Task Scheduling Track and manage the scheduling of tasks Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Multiple Projects Ability to handle several projects simultaneously Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Document Storage Store and organize documents in a centralized system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Activity Tracking Track and document all activities across devices, networks, and other systems Assignment Management Assign issues and tasks based on availability or required skills Progress Tracking Reporting on how each user, task or process has advanced since its initiation Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Single Sign On Allow users to access multiple services after entering their login credentials once Commenting/Notes Leave comments and notes on documents for others to view Email Management Manage, store and organize emails within the system or via third-party apps Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Prioritization Arrange tasks based on the level of priority or urgency Access Controls/Permissions Define levels of authorization for access to specific files or systems Multi-board Supports simultaneous creation and work on multiple Kanban boards Task Progress Tracking Track the status and progress of tasks File Management Create, save, and store files Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Planning Tools Time Tracking Measure and track time including hours worked and paid time off (PTO) KPI Monitoring Tracking the status of previously identified performance measurements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Calendar Management Track and manage schedules and meetings via an integrated calendar Projections Estimate or forecast of a future scenario based on the study of present trends To-Do List A digital list of items that need to be completed Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Project Time Tracking Measure time to completion or hours worked for projects Workflow Management Create, design and manage workflows for repetitive tasks Project Tracking Monitor the progress of projects from start to finish Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Project Templates Pre-designed project plans that can be customized @mentions An @mention is a way to tag or notify a specific person about a message/post Task Management Create, manage and track all task activities and progression API Application programming interface that allows for integration with other systems/databases Visual Workflow Management Create, design, and visually represent processes within the software Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Dependency Tracking Track and manage task relationships and dependencies Customizable Fields Customize data fields to support various needs and use cases Supports Scrum Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Real-Time Updates Receive system updates as soon as any changes are made Project Tracking Monitor the progress of projects from start to finish AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Production Cost Tracking Budgeting/Forecasting Create budgets based on historical data and future projections API Application programming interface that allows for integration with other systems/databases Billing & Invoicing Create, manage, and send invoices or bills to customers Progress Reports Document and report the progress of ongoing projects Generative AI Use AI to generate content in the form of text, images, videos, etc. Billable Items Tracking Track the list of items required to be billed/invoiced to clients Job Scheduling Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Audit Trail A record of all activities within the system, including user access, changes made, etc. Timesheet Management Track the amount of time spent on a job or task Project Time Tracking Measure time to completion or hours worked for projects Change Order Management Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Bills of Material Material list of manufacturing parts and associated costs Third-Party Integrations Set up connections to third-party platforms to improve business processes Overrun Reporting Customizable Reports Alter the layout and content of reports Job Management Manage and track all job information and associated tasks Time Tracking Measure and track time including hours worked and paid time off (PTO) Percent-Complete Tracking Level of completion within a task Labor Cost Reporting Report on the allocation and distribution of labor costs across projects Quotes/Estimates Generate quotes or estimates for customers Cost Estimating Forecast the cost and resources required to complete a project Purchase Order Management Create, send, and track purchase orders and their statuses Real-Time Reporting Active reporting of data and metrics Inventory Management Track and manage inventory levels to maintain proper supply Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Estimating Estimate expected cost based on various factors before a project begins Task Scheduling Track and manage the scheduling of tasks Activity Tracking Track and document all activities across devices, networks, and other systems Forecasting Form predictions based on past and present data/trends Expense Tracking Monitor and record expenses such as purchases or charges incurred Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Job Tracking Track and visualize the status of an ongoing job and the time spent on tasks or projects Projections Estimate or forecast of a future scenario based on the study of present trends Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Document Management Store, manage, and track all electronic documents in a centralized location Data Import/Export Import and export data to and from software applications File Management Create, save, and store files Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Updates Receive system updates as soon as any changes are made Deadline Management Specify or track the date/time a project, task, etc., is due for completion Project Workflow Create, manage, or update project workflows. Prioritization Arrange tasks based on the level of priority or urgency Configurable Workflow Configure existing workflows to meet your organization's needs AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Email Management Manage, store and organize emails within the system or via third-party apps Reminders Timed notification for any upcoming task, deadline, appointment, or activity Workflow Management Create, design and manage workflows for repetitive tasks Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Customizable Reports Alter the layout and content of reports Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Predictive Analytics Predict future data based on historical data sets Marketing Calendar See past and upcoming campaigns and communications in a calendar view Planning Tools Spend Management Track the amount of money spent on a certain product or with a certain supplier Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Calendar Management Track and manage schedules and meetings via an integrated calendar API Application programming interface that allows for integration with other systems/databases Generative AI Use AI to generate content in the form of text, images, videos, etc. Commenting/Notes Leave comments and notes on documents for others to view Presentation Tools Share and present designs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Projections Estimate or forecast of a future scenario based on the study of present trends Budgeting/Forecasting Create budgets based on historical data and future projections Task Management Create, manage and track all task activities and progression Assignment Management Assign issues and tasks based on availability or required skills Access Controls/Permissions Define levels of authorization for access to specific files or systems Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Show More ## Top-Rated Alternatives [ ![ClickUp](https://images.g2crowd.com/uploads/product/hd_favicon/b675771627028c890e21cb68228a24e9/clickup.svg "ClickUp") ClickUp 4.6/5(14,148) ](https://www.g2.com/products/clickup/reviews) [ ![monday AI Work Platform](https://images.g2crowd.com/uploads/product/hd_favicon/0ecee4762e51bfed79001cde447b63a5/monday-com.svg "monday AI Work Platform") monday AI Work Platform 4.7/5(17,192) ](https://www.g2.com/products/monday-com/reviews) [ ![Wrike](https://images.g2crowd.com/uploads/product/hd_favicon/e7b3c8ae7b46d6fdecc3c383064c2ca8/wrike.svg "Wrike") Wrike 4.2/5(4,538) ](https://www.g2.com/products/wrike/reviews) [ View All Alternatives ](https://www.g2.com/products/zoho-projects/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. 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