Rapid project setup
Setting up a new project involves also setting up all the required workflows between all the different apps involved in the various stages of collaboration and execution. Hit the ground running with new projects quickly by creating all the integrations in one place.
Eliminate bottlenecks using automation
Waiting for approvals and getting assigned tasks delays project execution. Automate approvals and data transfers, and auto-assign tasks so that projects move seamlessly from one stage to the next without any manual intervention.
Customizable and extensible
Build custom workflows that are specific to your project execution. Effortlessly incorporate new third-party apps into your existing ecosystem of apps, should the need arise.
Automate critical project management workflows using Zoho Flow
- Task Automation
- Resource management
- Collaboration
- Project reporting and analysis
Task Automation
Task management
Assign tasks to the right people based on availability, expertise, and project-specific criteria. Ensure that tasks are always assigned to the right people at the right time.
Reminders and notifications
Get reminders about tasks at the right time and notifications about key updates as soon as they occur. Stay in the loop at all times during the various stages of project execution.
Schedule reminders for approvals
Create workflows to prioritize approvals depending on the status of the project. Ensure that no team member is waiting for approvals.
Resource management
Automate scheduling
Schedule meetings with team members and assign tasks based on availability. Reduce the back and forth involved in managing conflicting schedules.
Integrate scheduling tools
Integrate your scheduling apps and calendars to get notifications whenever a new meeting is scheduled. Set up new meetings based on specific conditions.
Dynamic resource allocation
Build workflows to assign or unassign tasks based on the workload of the team. Use custom logic to utilize and free up resources whenever required.
Collaboration
Share project updates
Configure automatic updates in appropriate channels about project status, milestones, and tasks. Keep everyone involved in the project informed every step of the way.
Seamless document management
Trigger notifications for document updates and sync version histories across different apps. Make sure your documents are properly maintained and changes are efficiently tracked and communicated.
Effective meeting management
Manage meetings through automatic pre- and post-meeting communication. Create workflows to schedule meetings based on project milestones, send invites with relevant project data, and update task statuses after a meeting.
Project reporting and analysis
Consolidated reports
Generate real-time reports by consolidating data from various sources. Ensure that important data from different apps is always taken into account and stakeholders get the full picture.
Keep stakeholders updated
Set up workflows that automate the sharing of progress reports with key stakeholders involved in the project. Keep them in the loop so that they never miss out on key project updates and critical reports.
Monitor key metrics
Monitor important metrics in real time. Get notifications whenever there's a considerable change in any of the metrics being monitored.
Discover how Yellow Africa used Zoho Flow to streamline approval management and increase sales by 50%
Read case studyZoho Flow has been a game changer for us, providing instant and accurate data that keeps us on top. It's like a coach for our agents, quickly briefing them on their goals—and that's turbocharged our sales by 50%. It doesn't sweat dealing with 60,000+ daily triggers from Upya and 5,000+ Mobile Money transactions.
Ben Walwyn
CTO, Yellow Africa
Connect your project management apps with Zoho Flow
Create custom integrations with the apps you use every day for seamless project and task management.
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