r/Zoho

Help Selecting Project/Work/Task Management Tool for a 40-50 person non-profit with multiple workstreams — Notion, ClickUp, Monday, Zoho, or something else?
▲ 5 r/Notion+2 crossposts

Help Selecting Project/Work/Task Management Tool for a 40-50 person non-profit with multiple workstreams — Notion, ClickUp, Monday, Zoho, or something else?

Hi everyone,

I just started work at the Founder's Office of a non-profit in the wellness space (think content creation, live workshops, health education, and we're now expanding into organic food products). We're a team of 40–50 people based in India, and we are growing.

My job is essentially two things: help the founders stay focused on what matters most each day, and help operationalize the teams so everyone is tracking work in a structured, consistent way.

Our workstreams include:

  • Content creation (YouTube, social, written)
  • Wellness and food workshops (online + in-person)
  • Community management
  • Expanding into organic food product sales
  • Managing an app for workshops/shopping
  • Internal operations and team coordination

What we need from a tool:

  • Easy enough that a non-technical team actually uses it consistently
  • Handles multiple workstreams without becoming a maze
  • AI features (task suggestions, summaries, automation)
  • Less buggy, not too complicated, easy to understand
  • Integrations with tools we already use (Google Workspace, WhatsApp, email, Trello, etc.)
  • Automations to reduce manual follow-up/manual building
  • Works well on mobile (ideally, but not necessary)
  • Ideally affordable or has a good non-profit pricing tier

Where I'm at:

The team/individuals already use Notion/Trello/ToDoist; so building a task management system in Notion feels like the path of least resistance. But I'm not sure Notion is built for project management the way dedicated tools are.

I've also been looking at ClickUp, Monday.com, and Zoho Projects but honestly the number of options and the feature overlap is making it hard to decide. Every tool has its own strengths so I struggle to decide what would suit this context best.

Specific questions I'd love input on:

  1. Has anyone used Notion as a full project management system for a team this size? Does it hold up or does it get unwieldy?
  2. For those who've used ClickUp, Zoho, or Monday — is the learning curve worth it if your team isn't very technical? I know Monday is easy to pick up but lmk what your experience has been so far.
  3. Any tools I'm not considering that work especially well for mission-driven or creative organizations?
  4. Is it worth migrating everyone to a new tool, or is it better to build on what already exists (Notion)? Any resource suggestions to set it up?

Any real-world experience — especially from people in small org operations — would be really helpful. Thank you so much for your attention and participation!

u/Baby_Aardvark — 7 hours ago
Is Transitioning from Notion to Zoho Projects/PM Tools worth it?
▲ 3 r/Zoho

Is Transitioning from Notion to Zoho Projects/PM Tools worth it?

Hi everyone,

I work at the Founder's Office of a non-profit in the wellness space (think content creation, live workshops, health education, and we're now expanding into organic food products). We're a team of 40–50 people based in India, and we are growing.

My job is essentially two things: help the founders stay focused on what matters most each day, and help operationalize the teams so everyone is tracking work in a structured, consistent way.

Our workstreams include:

  • Content creation (YouTube, social, written)
  • Wellness and food workshops (online + in-person)
  • Community management
  • Expanding into organic food product sales
  • Managing an app for workshops/shopping
  • Internal operations and team coordination

What we need from a tool:

  • Easy enough that a non-technical team actually uses it consistently
  • Handles multiple workstreams without becoming a maze
  • AI features (task suggestions, summaries, automation)
  • Less buggy, not too complicated, easy to understand
  • Integrations with tools we already use (Google Workspace, WhatsApp, email, Trello, etc.)
  • Automations to reduce manual follow-up/manual building
  • Works well on mobile (ideally, but not necessary)
  • Ideally affordable or has a good non-profit pricing tier

Where I'm at:

The team/individuals already use Notion/Trello/ToDoist; so building a task management system in Notion feels like the path of least resistance. But I'm not sure if Notion has upgraded and can be used for project management the way dedicated tools are.

I've also been looking at ClickUpMonday.com, and Zoho Projects but honestly the number of options and the feature overlap is making it hard to decide. Every tool has its own strengths, so I struggle to decide what would suit this context best.

Specific questions I'd love input on:

  1. Has anyone used Notion as a full project management system for a team this size? Does it hold up or does it get unwieldy?
  2. For those who've used ClickUp, Zoho, or Monday — is the learning curve worth it if your team isn't very technical?  I hear Monday is easy to pick up but lmk what your experience has been so far with it or other tools.
  3. ClickUp seems to be updating a lot, so would it be suitable to pick it up as a new tool for the whole org when the tool itself is continuously upgrading and would need some time to mature? Zoho's AI is also pretty new, so not sure how useful/buggy it'll be.
  4. Any tools I'm not considering that work especially well for small but growing non-profit organizations?
  5. Is it worth migrating everyone to a new tool, or is it better to build on what already exists (Notion)? Any resource suggestions to set it up?

Any real-world experience — especially from people in small org operations — would be really helpful. Thank you so much for your attention and participation!

u/Baby_Aardvark — 6 hours ago
▲ 1 r/Zoho

Zoho Books setup - Reconciliation between Bank and Stripe

I have a bank account and Stripe (account). When customers book my STR directly (aka not Airbnb) from my website, their payment is processed by Stripe and the proceeds are deposited into my bank account a few days later from stripe. Is there any way to automatically reconcile the transfer or is this done manually in Zoho books?

reddit.com
u/Glass-Conclusion-424 — 9 hours ago
▲ 1 r/Zoho

Phantom „Payment Terms“ on invoice

I have two organizations on Zoho Books. On my new one, when I create a new invoice it adds a „Payment Terms“ label under the table and total sections above the Notes section. It doesn’t display the actual payment terms. Those are on top under the invoice date labeled „Terms“ which is how I want it.

The label is not shown on the PDF Template. Only on an actual invoice.

Support is as baffled as me. Haven’t found a reason yet.

I’m using the Zoho template with some basic adjustments. No modifications.

Anyone got an idea?

reddit.com
u/nnfybsns — 13 hours ago
Image 1 — Zoho Creator Time log App
Image 2 — Zoho Creator Time log App
▲ 1 r/Zoho

Zoho Creator Time log App

Hello, our business are using zoho project to keep track of employees working hour, but its not really friendly user for some of them…

Im trying to make an app to ease the process, is there anyone that did that and was successful, first page

Employee Name

Than a function fetch every project in zoho projects, thne when he chooses the project, theres a java script that fetch the task, then user choose which task, then a javascript fetch the subtask present in that task so the user can choose. All drop down menu. Then he hit Log In , then it automatically load a new pages, this page is active session, so you see name, project, task, subtask. You also see the time they clock in and how many they passed on this task aince they clocked in. Then you have a log out button, when they hit it they it load a new page that ask them if they had any problem, if they choose yes they have to give a description and they can add pictures then they have to write how many time they lost resolving this issues. And they hit send . When they hit send the current timer stop and they can log on another project task etc. Is there anyone that been successful doing this?

u/Traditional-Sun-5807 — 20 hours ago
▲ 1 r/Zoho

Zoho Creator Integration with other Apps

ok this is my last attempt at this - i have been trying to find a video or working with AI, but nothing seemed to work.

i want a user to login via a customer portal where that login email is then used to search an additional field created in zoho projects. When the emails match that project should be added as a record to a report in the creator app.

the issue i have been having is the fact that the client email may be linked to multiple projects.

so what is the solution

Option 1 - we have tried using deluge and coding it on the load of the dashboard page where all projects are fecthed from zoho projects - which worked but the issue we experienced was the fact that we would transfer all the projects to the report and then filter that report based on the user login - this unfortunately created duplicates which meant that previous projects were still being displayed creating duplicates. The solution might be to just have a system where the report is checked for duplicates and then removes the oldest record. The better option in my opinion would be to clear the report and then add all the records again. Since the description of the project will include progress of the project.

Option 2 - was to use zoho flow. This system worked way quicker and easier without many issues since it is using the integrated system. but the issue i experienced was the fact that it would only return one project. There was no reliable method to loop the sequence or to extract the whole list with using zoho flow. I do not know whether you can potentially find a method to successfully exctract all the projects in zoho projects using zoho flow. This would be the ideal solution

Therefore I essentially want a customer to login with the portal and then be redirected to a dashboard where they can view all their information. All their information - meaning like CRM detials (I successfully created that), all their project details as well as progress which will be updated by my staff through tasks, Billing etc.

reddit.com
u/Mediocre-Chemistry-2 — 23 hours ago
Week