Tasks and Subtasks

Work in Zoho Projects breaks down into tasks and subtasks with owners, due dates and dependencies. A Beam agent reads task status and assignments, and when a due date passes or a dependency clears, applies the rule for that project, reassigning, nudging the owner, or updating a status field. Tasks moving on schedule need no intervention. A task blocked by an unfinished dependency, an owner who has left, or a due date that clashes with a milestone is raised for the project lead, so the plan reflects reality rather than an automatic guess.

Milestones and Timelines

Zoho Projects groups tasks under milestones on a timeline that shows whether delivery is on course. A Beam agent reads milestone progress against planned dates, applies the account's rule, and notifies stakeholders or updates a report when a milestone slips or completes. Milestones tracking to plan are summarized without fuss. A milestone at risk, one with tasks stalled behind it, or a date change that ripples into later work is escalated to the owner to decide, rather than the agent quietly shifting deadlines that other teams depend on.

Timesheets and Logs

Team members record hours against tasks in Zoho Projects timesheets for billing and capacity. A Beam agent reads submitted time entries, checks them against the rule, expected hours, billable status, project budget, and updates a linked invoice draft or flags overruns. Entries within the expected range post through normally. A timesheet with hours far above estimate, time logged to a closed task, or an entry missing a billing code is routed to a manager to review before it reaches finance, keeping questionable time out of an invoice.