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 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 work efficiency (time planned vs. time logged, tasks closed, SLA adherence) and flags anomalies for quick action
• Role-based access so managers can redistribute work while staff see only what concerns them
• Email, chat and mobile notifications wired through Zoho’s native channels
• Short hand-over documentation and a walkthrough session so the internal admin can maintain the setup

Deliverables are accepted when the above elements run end-to-end in our production account and sample data proves the reports pull the right metrics.

If you have deep, hands-on Zoho Projects Enterprise experience and can complete the full configuration and customization also swiftly, let’s get started.