The Skill Set page lists every skill added to a Zoho Projects portal. Each skill can be linked to portal users or resources at an expertise level of Beginner, Intermediate, or Advanced. That gives an administrator a quick view of the team's capabilities, which helps with spotting needs, assigning tasks by expertise, and managing teams and workload.

Benefits

1. Users mapped to their expertise.
2. Faster identification of skill gaps, and faster onboarding.
3. Less disruption when a team member is unavailable or switches projects.

Worked example: staffing a hospital project

A hospital is modernising its patient intake process in Zoho Projects and needs staff whose expertise is formally recorded. The clinical project manager adds skills such as emergency triage, surgical assistance, ICU management, and medication administration, and links each to the staff who hold it at a defined proficiency. This becomes a shared competency register across all projects. In the Users module, each user's skills appear as a column, so the project admin can see at once who covers expert-level triage and radiology. Critical patient-facing work goes to experienced staff, and other colleagues who can support the experts are easy to spot.

Turn Skill Set on or off

1. Open the settings icon, then Customization, then Skill Set.
2. Switch the toggle next to Skill Set on to enable it, or off to disable it.
3. Confirm. When enabling, this lets you start adding skills.

View skills

A person's skills show on their details page in the Users module, and as a column in the Portal Users or Resources list view. All skills together are shown in the Skill Set section of the Set Up page, under Customization.

Add a skill

Skill Set must be enabled first.

1. Go to Customization, then Skill Set, and click Add Skills.
2. Enter the Skill Set Name, Description, and Skill Set Level.
3. Click Add.

You can also add skills from the users list view.

Give skills to a user or resource

Go to Users in the left navigation pane, then Portal Users or Resources. Open the details page (or choose Edit) for the person and click the Skill Set field to add skills. For a resource, click the Skill Set field in the form.

Alternatively, work from the skill itself. Under Customization, then Skill Set, hover over the skill and use the associate icon, search for and select users next to the skill set levels, and click Update. To remove people from a skill, use the same screen, remove them from the Skill Set Level field, and click Update.

Edit, delete, and review a skill

• Edit. Hover over the skill, open its menu, choose Edit, change the details, and click Update. The skill level can be updated for a maximum of 100 users at a time when bulk updating.
• Delete. Hover over the skill, open its menu, choose Delete, and confirm.
• Activity stream. Every change made to a skill since it was created is recorded. Open the skill's menu and choose Activity Stream to see it.