Gestión de proyectos con Zoho Projects - Webinar 2023

Summary

Jorge Armando Viveros introduces Sojo Projects, a project management tool from Sojo Latin America, in a webinar. He covers the tool's basic structure, main features including planning, tracking, and collaboration, and demonstrates its real-time functionality. The session highlights updates like intelligent automation, AI integration, customizable dashboards, and mobile app availability. The presentation aims to show the comprehensive project management capabilities of Sojo Projects, from task assignment to budget tracking, ensuring efficient team collaboration and project progression.

Takeaways

• 😀 Jorge Armando Viveros introduces himself as a Senior Customer Success from the Sojo team in Latin America.
• 📋 The webinar's agenda includes an introduction to Sojo Projects, its main features, a live demonstration, and updates made to the tool.
• 🛠️ Sojo Projects is a project management tool aimed at planning, tracking, and collaborating on projects with a focus on three key aspects: planning, tracking, and collaboration.
• 🔧 Users can segment projects into tasks, manage working hours, and resources, and assign tasks to team members within the tool.
• 🔍 The tool offers real-time progress tracking and monitoring of tasks and overall project status, with the ability to adapt quickly to changes.
• 🤝 Collaboration is facilitated through real-time conversations, integrations with other Sojo products, and keeping team members informed with updates and tagging features.
• 🚀 Sojo Projects is designed to be user-friendly with an intuitive interface and a short learning curve for effective project management.
• 🔄 Automated notifications and recurrent task generation are part of the intelligent features of Sojo Projects, along with new automations and AI integrations.
• 📊 The tool includes default dashboards and reporting capabilities, allowing users to maintain context and visibility over project progress and performance metrics.
• 📱 Sojo Projects is accessible via mobile applications for both iOS and Android, ensuring on-the-go project management.
• 🔄 The latest updates in Sojo Projects include improved automation rules, customizable email notifications, and the ability to handle multiple transitions within the same task status.

Q & A

Who is the presenter of the webinar and what is his role?

The presenter of the webinar is Jorge Armando Viveros, and he is a Senior Customer Success member of the Sojo team in Latin America.

What is the main focus of the webinar?

The main focus of the webinar is to introduce and demonstrate the Sojo Projects tool, its features, and recent updates.

What are the three key aspects of Sojo Projects mentioned in the webinar?

The three key aspects of Sojo Projects mentioned are planning, tracking, and collaboration.

How does Sojo Projects support project planning?

Sojo Projects supports project planning by allowing segmentation of the project into tasks, management of working hours, and resources, as well as the creation of milestones representing different stages of the project.

What is the importance of the base structure in Sojo Projects?

The base structure in Sojo Projects is important as it represents the fundamental functionality of the tool, allowing users to create projects, define milestones, tasks, and subtasks in a structured manner.

How does Sojo Projects facilitate real-time collaboration among team members?

Sojo Projects facilitates real-time collaboration by maintaining all team members in context with features like real-time chat rooms, integrations with other Sojo products like Sojo Meeting, and the ability to tag team members in updates.

What are the intelligent features of Sojo Projects that help in task management?

Sojo Projects has intelligent features such as automated notifications for task assignments and delays, the ability to generate recurring tasks, and the implementation of a small AI agent for quick task generation and issue creation.

How does Sojo Projects assist in staying updated with project progress?

Sojo Projects assists in staying updated with project progress through built-in dashboards and reports that can be filtered, providing a complete visibility of the project status and performance metrics.

What customization options does Sojo Projects offer for project management?

Sojo Projects offers customization options such as creating custom fields for projects and task layouts, personalizing task statuses, and generating project templates for reusability.

Is there a mobile application for Sojo Projects and is it compatible with iOS and Android?

Yes, Sojo Projects has a mobile application that is compatible with both iOS and Android, allowing users to access the tool on their mobile devices.

What are the recent updates in Sojo Projects that were highlighted in the webinar?

The recent updates in Sojo Projects highlighted in the webinar include new automations such as workflow rules, custom email notifications, and the implementation of a blueprint feature for task management processes.