Simplify Task Management with Blueprints in Zoho Projects

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5 ай бұрын

Let's take a look at the Blueprints feature in Zoho Projects, and learn how to automate tasks that involve a multi-step process. In this video we'll create a blueprint for a content approval process, and you'll get the tools you need to create a unique blueprint for your business.
Zoho Projects is a project management platform built with collaboration in mind.
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Пікірлер: 4

@stephanienicolson8295 4 ай бұрын

Thanks for this video! How do you associated the contact from CRM to their specific project?

@beckmanncollaborative 4 ай бұрын

This video clip from @zohocrm shows how you can use the integration between CRM and Projects: kzfaq.info/get/bejne/kN2AaMteyb6limw.htmlfeature=shared&t=35

@mesummohammed1102 18 күн бұрын

What if the approval needs to come from 2 or more persons?

@beckmanncollaborative 16 күн бұрын

Thanks for your comment! A process with multiple approvers can be easily accommodated through a Blueprint. You do have the option to assign multiple owners to a Task. The other option would be to create a separate stage in the Blueprint for each stage of approval, in order of their hierarchy.