Zoho Projects Enterprise Setup
Our software-trading firm is rolling out Zoho Projects Enterprise as the single hub for back-office task management across HR, Finance and Sales. I need t…
Offer description
Our software-trading firm is rolling out Zoho Projects Enterprise as the single hub for back-office task management across HR, Finance and Sales. I need the workspace deployed from scratch, configured so every routine activity carries a clear due date, an estimated effort in hours, and an automatic daily reminder that prompts team members—whether they’re working from home or in the office—to post an update. Key points I must see working inside the system: • A clean project and task taxonomy for HR, Finance and Sales, complete with custom fields for due date and estimated time • Blueprint or workflow rules that trigger follow-ups, escalate overdue items and re-balance work automatically • A live dashboard plus a custom report that measures individual w...
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