Zoho CRM - Zoho Projects Now Available Inside Teamspaces

Zoho CRM is beginning a phased rollout that lets you add Zoho Projects directly inside Teamspaces, so project work sits alongside the CRM modules a team already uses.

• Projects can now be added to a Teamspace and accessed from the Teamspace navigation panel, including inside folders next to modules.
• Two types of projects are supported: client projects that are linked to CRM Accounts or Contacts, and internal projects with no external client.
• You can create a brand new project from inside a Teamspace, or bring an existing project into the space.
• Projects open within the Teamspace using the standard Zoho Projects interface, so team members can collaborate on tasks without leaving CRM.
• Client projects retain their association with the related CRM records, while internal projects can be created without selecting a client.
• Project visibility inside a Teamspace follows the existing Zoho Projects user access permissions.
• If Zoho Projects is not yet integrated, you can configure the integration directly from the Teamspace in a single step.
• If the Zoho Projects user licence limit has been reached, additional Teamspace users are added as inactive in Projects and can be activated later when more licences are available.
• The Create Project and Associate Project screens accessed from the Accounts and Contacts related lists have been updated to match the new Teamspace project UI.

Availability: Available now on the Standard Edition in the US data centre, with a phased rollout to all other data centres to follow.