Get onboarding checklist here.

Key Highlights

• There are two separate onboarding checklists: one for administrators and one for standard users. Administrators work at the organizational level, while standard users work at the individual user level.
• This training assumes the learner is an administrator, regardless of their company role. Every person who will be configuring the app should complete the administrator track.
• Administrators should complete their training before inviting standard users into the live Zoho Projects environment. Adding users too early can lead to a poorly configured system.
• Standard users access their training directly through their checklist. For applicable apps like Zoho CRM, the standard user training can also be added as a web tab for easier access