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User Guide

Browse your assigned projects, track task and milestone progress, and collaborate on issues — directly from your portal.

Role: User / Professional

Who this guide is for

  • Portal users assigned to projects
  • Anyone with the User or Professional role

What you’ll learn

  • How to browse your projects list
  • How to view tasks, milestones, and issues inside a project
  • How to open a task or issue and leave a comment

On this page

  1. Browse your projects
  2. Explore a project — tasks, milestones & issues
  3. View a task and add a comment
  4. View an issue and add a comment
Step 1

Browse Your Projects

Click Projects in your portal sidebar to open the projects list. Every project you’re a member of in Zoho Projects appears here with a live status, completion percentage, and counts of open tasks and open issues.

My Projects list in the Ventana portal The portal sidebar shows Projects as the active navigation item. The main content area displays a table of three projects with status tags, completion percentages, and open task and issue counts. Three callouts indicate the Projects nav item, a clickable project name, and the progress columns. app.getventana.com/portal/projects Ventana My Info Projects Invoices Documents Signatures Support My Projects View your assigned projects and track progress. PROJECT STATUS DONE TASKS ISSUES Acme Corp Portal Redesign Active 65% 12 3 Website Migration Active 42% 8 1 Q3 Data Integration On Hold 25% 5 — 1 2 3
1

Click “Projects” in the sidebar

Select Projects from the left navigation. The sidebar item highlights teal and the My Projects table loads.

2

Click a project name to open it

Each project name is a teal link. Click it to drill into that project’s detail page, where you can see its tasks, milestones, and issues.

3

Read the progress columns

The Done column shows overall completion percentage. Tasks and Issues show the number of open items needing attention. A status tag (Active, On Hold, Completed) reflects the project’s current state in Zoho Projects.

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Only projects where you are an active member in Zoho Projects will appear in this list. If you expect a project to be visible and it is not, ask your admin to verify your membership.
Step 2

Explore a Project — Tasks, Milestones & Issues

The project detail page organizes all project data into three tabs: Tasks, Milestones, and Issues. Switch between them to see different aspects of the project without leaving the page.

Project detail page with Tasks, Milestones, and Issues tabs The project detail page shows the project name "Acme Corp Portal Redesign" with an Active status tag, owner, and completion percentage. Below is a tabbed card with three tabs — Tasks (currently active), Milestones, and Issues. The tasks table lists three tasks with status, assignee, priority, and due date columns. Callouts indicate the tab switcher, a clickable task name, and the status and priority tags. app.getventana.com/portal/projects/101 Ventana My Info Projects Invoices Documents Signatures Support ← Back to Projects Acme Corp Portal Redesign Active Owner: Riley Archibald · Completion: 65% Tasks Milestones Issues TASK STATUS ASSIGNEE PRIORITY DUE Design homepage mockup Open Riley A. High Jun 15 Develop API endpoints In Progress Jordan M. Medium Jun 22 Write user documentation Open Casey T. Low Jul 1 1 2 3
1

Switch between tabs

The card below the project header has three tabs: Tasks, Milestones, and Issues. Click any tab to load that section — each tab only loads when you first visit it, so there may be a brief moment while data loads.

2

Click a task name to open it

Task names appear as teal links. Click one to open the full task detail — where you can read the description and participate in the comment thread.

3

Read status and priority at a glance

Each task row shows a Status tag (Open, In Progress, Closed) and a Priority tag (High, Medium, Low) color-coded for quick scanning. The Assignee and Due date columns help you understand ownership and timing.

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Tip: The Milestones tab shows start and end dates for each milestone alongside its status. If a milestone is still in progress, its status shows In Progress in amber; once all tasks within it are closed, it shows Completed in green.
Step 3

View a Task and Add a Comment

Clicking a task name opens the task detail page. Here you can read the full task description, review the existing comment thread, and post your own comment — visible to your project team inside Zoho Projects.

Task detail page with comment thread and reply box The task detail page for "Design homepage mockup" shows metadata tags for status, priority, and assignee, followed by a description card. Below is a comments card with two avatar-and-message pairs. At the bottom is a reply box with a textarea and a teal Post Comment button. Three callouts indicate the task metadata, the existing comment, and the reply box. app.getventana.com/portal/projects/101/tasks/55 Ventana My Info Projects Invoices Documents Signatures Support ← Back to Project Design homepage mockup Open High Assignee: Riley A. Due: Jun 15, 2025 65% complete Description Create high-fidelity mockups for the client portal homepage, including navigation, hero section, and CTA placement. Review with stakeholders before moving to development. Comments J Jordan M. May 12, 2025, 10:34 AM Mockup looks great! Could we add a search bar to the hero? Client mentioned it in the last call. R Riley A. May 13, 2025, 2:15 PM Good idea — I'll add it to v2. Should be ready for review by end of week. Add a comment Write your comment... Post Comment 1 2 3
1

Review task metadata

At the top of the task page you’ll see the Status and Priority tags, the assigned team member, due date, and current completion percentage. Below that is the full task description written by your project team.

2

Read the comment thread

The Comments card shows all conversation on this task. Your own comments appear with a teal left border; team member comments appear with a gray border. Timestamps show when each comment was posted.

3

Post a comment

Type your message in the Add a comment box and click Post Comment. Your comment is saved directly to Zoho Projects and immediately visible to everyone on the project team.

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Comments posted from the portal appear in Zoho Projects under your name and cannot be deleted from the portal. Contact your project manager if you need a comment removed.
Step 4

View an Issue and Add a Comment

The Issues tab on a project detail page lists every reported bug or issue for that project. Click any issue title to open the full detail — status, severity, assignee, and the complete comment thread.

Issue detail page showing status, severity, and comment thread The issue detail page for "Login page shows blank screen on mobile" displays a header with Status: Open, Severity: Major, Assignee, and Reported date. Below is a Comments card with an existing comment. At the bottom is an Add a comment reply box with a Post Comment button. Three callouts indicate the issue metadata, the comment, and the reply input. app.getventana.com/portal/projects/101/issues/88 Ventana My Info Projects Invoices Documents Signatures Support ← Back to Project Login page shows blank screen on mobile Open Major Assignee: Jordan M. Due: Jun 10 Reported: May 8, 2025 Comments J Jordan M. May 9, 2025, 9:12 AM Reproduced on iOS Safari. Looks like the auth redirect isn't handling mobile viewports correctly. Working on a fix. R Riley A. May 9, 2025, 11:48 AM Thanks for the quick diagnosis. Our client flagged this too — please prioritize for the next hotfix. Add a comment Write your comment... Post Comment 1 2 3
1

Review issue metadata

The issue header shows a Status tag (Open, Closed, Fixed) and a Severity tag (Critical, Major, Minor). You’ll also see the assigned team member, due date, and the date the issue was originally reported.

2

Follow the conversation

Comments are displayed in chronological order. Your own comments appear with a teal left border. Team member comments appear with a gray border. This thread is shared with the entire project team in Zoho Projects.

3

Add your comment

Use the Add a comment box to provide updates, ask questions, or confirm a fix. Click Post Comment and your message will appear immediately in the thread and notify the project team.

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Severity levels — Critical, Major, and Minor — are set by your project team in Zoho Projects. You cannot change them from the portal.
Related guide

See how the admin enables this module

Admins configure which roles have access to the Projects module and connect it to your organization’s Zoho Projects workspace.

View Admin Guide →