User with Manager Role unable to view "New Project" provision
A user with Manager role is unable to create new projects. He does not see an option "Create New Project" at "My Home" page. Please help.
my milestones
I like the module on the right which shows me overdue milestones. I have two suggestions for improving the functionality of that sidebar: I think it would be even better to be able to collapse the "Overdue Milestones" module. When you are involved in many projects, you may not need to see overdue milestones that are actually someone else's responsibility in the project. It is helpful to see them when you need to but overwhelming to see them all the time. I also think it would be great to have a
clarification about the number of projects
The number of projects in the package that I subscribed to? Is this the number of active projects at a time? or is it the number of total projects, archived or active?
file descriptions are truncated in the documents tab in zoho projects
file descriptions are truncated in the documents tab in zoho projects how do you view the descriptions?
Documents, tasks and integtation with crm and project
Is there a way to see the tasks from my projects in my CRM task list? Is there a way to link ZOHO docs and ZOHO project automatically where, If i upload a document into ZOHO Project, It shows up in ZOHO Docs AND under my Contacts information in CRM?
BUG: Empty task list blocks milestone completion
Hi I've noticed that is a milestone includes a tasklist that contains no tasks, it is never marked as completed. paul
Where is the control panel ?
I am the main administrator and owner of my project, so I should have access to everything. I have never been able to find the control panel, and there seems to be no documentation.
Request for Time column in the Tasks view
Would it be possible to add a column to the Task View that would display the Total Time recorded for the task? I would see it being differentiated between All users and a Select user. Having this visibility would be helpful to the user. A second part of this may be to allow for an update to the time with a +/- selection. The granularity of time could potentially be a setting, or increment it by 5 or 15 minutes. I have received feedback from our team members that people will not always be able
Percent complete updates from Gantt chart
Would it be possible to update the percent complete for tasks from the Gantt chart view? This seems like it would be very useful to quickly update the status of multiple items that individuals are working on, as it is somewhat tedious to go into each task individually to update. Thank you.
Update Percent complete from the Tasks view
I would like to request the ability to update the Percent complete from the Tasks view portion of Zoho Projects. My vision is a + or - sign that can be pressed to either increase or decrease the percentage on the task. These buttons would be to the right of the % column but on the same line. It could work with the same idea as the timer button in each row. Thank you.
Formatting issue within Tasks, Gantt View
Hi A small issue but irritating just the same...... When I go to Gantt View within Tasks to look at my project, I am finding that certain tasks which have too much text to fit into one line are being automatically formatted with a central alignment (ie the text is no longer aligned to the left like all other tasks). It would be great if you could fix this -- I like to print out this Gantt chart view and this screw-up of the formatting is annoying and actually quite distracting too ! Thanks
Saving Files to Project Documents
A capability that would be really helpful would be the ability to save a file from the desktop or mail client or wherever directly to the project's documents in ZOHO, that way we don't have to save to somewhere on our computers first before uploading it.
Forum Notification Emails: Customization
Currently, at the end of each forum notification email, it ends with a line like: To view the forum comment, login to https://projects.zoho.com/portal/mine#forums/#####/###### I would like to disable that when sending to the client, so that the client would only reply - and not click into the project. Or add my own custom footer per project. Also, I'd like to customize the "from" line: "Project Name Notification" Actually, I'd like to customize the entire email notification to suit my project/client
Bug Tracker - Reporting across all bugs
Bugs are currently raised by a person, and assigned either to themselves or someone else. When logged in, you can only see your bugs, or bugs assigned to you. Is there any higher level reporting for bugs ? We require the ability: To see all bugs for a specific project (resolved and unresolved) - like you can see Task Lists and Tasks for a project. To see all bugs across all projects - with the ability to filter by user or project. Will this or any other bug reporting be available anytime soon
Tickets : Customs fields content is lost when moving from one project to another
When moving a ticket from one project (with custom fields) to another project without custom fields, the customs fields are not visible anymore. That is one issue, and it would be good to be able to keep those custom fields visible. But the worst is to come : if you then move back that ticket to the initial project it came from, then the content of the custom fields just disappeared ! you lose all the information ! That is a real bug !
Eliminar proyecto (portal)-deleted project (portal)
Hola. Soy Manuel M desde España He creado este portal https://projects.zoho.com/portal/manuelmaria Quiero eliminarlo ¿Cómo puedo eliminarlo? Disculpe. No escribo bien ingles Gracias Hello. My name is Manuel M. I am Spanish I created https://projects.zoho.com/portal/manuelmaria I want deleted it but I can not it How deleted the project? Thanks Manuel M
Eliminar proyecto (portal)-deleted project (portal)
Hola. Soy Manuel M desde España He creado este portal https://projects.zoho.com/portal/manuelmaria Quiero eliminarlo ¿Cómo puedo eliminarlo? Disculpe. No escribo bien ingles Gracias Hello. My name is Manuel M. I am Spanish I created https://projects.zoho.com/portal/manuelmaria I want deleted it but I can not it How deletet the project Thanks Manuel M
Eliminar proyecto-deleted project
Hola. Soy Manuel M desde España He creado este portal https://projects.zoho.com/portal/manuelmaria Quiero eliminarlo ¿Cómo puedo eliminarlo? Disculpe. No escribo bien ingles Gracias Hello. My name is Manuel M. I am Spanish I created https://projects.zoho.com/portal/manuelmaria I want deleted it but I can not it How deletet the project Thanks Manuel M
Division/Unit wise concept in Zoho
Currently we have only company wise project in Zoho . Admin can see all project of whole company. If company size is small then it work better but for large organization like us, require business unit/division wise concept in Zoho. So i am requested to you please include business unit/division wise concept in ZOHO. A business unit administrator can view (as well as admin) only project related that division only - Rajneesh
Milestone and Tasklist
If we link task list with related milestone then Milestone start date should be minimum start date of activities related to that task list and end date should be maximum end date of activities. - Rajneesh
Project Wiki - Sub-page creation broken?
Having just set up my Zoho account, I am trying to create a basic wiki structure so that my team can begin populating it. I was initially able to create both pages at the root level and sub-pages (well, one sub-page, anyway). Now, however, something appears to be broken. When I attempt to add a sub-page, I am presented with the dialog box for name/type/location, as usual. But when I click 'create', instead of loading the editor for the sub-page, I am simply returned to my previous position in the
Idea: Additional / Alternate Graph
Hi The task open / completed graph is good, but it would be nice to be able to see the open/closed graph for the current milestone too. paul
Is there a way to delete an attachment from a bug?
I uploaded an attachment to a bug and now I want to delete it, I found no reference on how to perform this in the help area. How can I do this? Thanks, Franco
How can I see the when the priority of the task have changed
When I update Pirority, date, % completed, ...of a task, the only thing I see is in "activites" is "Updated [name of the task]" whithout any description of the action. How can I see, who has updated and what was updated (previous value vs new value) ? Thanks
Overview projects per user / no logged time
Hi ZOHO, We would like to generate an overview with our data in ZOHO Projects concerning: Projects per user including hours per project including projects without any logged hours. And this in one overview for all our users. This makes it popssible for us to see (per user/consultant) where he or she is busy with. And whether there are some projects that need some more attention. So our directors can use this overview in there weekly meeting. The only possibilities I found that looks a bit like
project template limit
Why is there a limit on the number of project templates? It is an obvious way to increase efficiency and for an organization with multiple staff members that each use a set of templates, a small limit like 20 will be chewed up very quickly.
Share a template with all staff
How can I share a project template with our entire staff without the template containing all staff users? All the staff in our organization completes similar projects. We have set up a project template to make it easier for each staff member set up their projects in Zoho. In order to share the template with all staff, we had to add each staff member to the project template. Problem is that when a staff member creates a new project using this template, all users are listed in the new project and,
Backup project details
Can we schedule the backup of project data periodically, say weekly? Also, how can we use the backup to roll back our project data to a previous day?
Associate links to a task
You can currently associate Documents and Forums to tasks. Would be great if you could also associate links Thanks
Allowing for multi-level depth on folders where documents are stored
It would be nice to have multiple levels of folders where documents are stored. For example, under the Documents tab, instead of having just the ability to create a list of folders, have a feature where folders can be created within folders. This would be a huge asset to managing project organization. Sincerely, Adam Short
Email notifications to all team members
Hello, I am a new user of the Zoho Projects, and can't seem to find a basic function - sending email notifications to al team members on adding notes to the project task. Currently, the notifications are being sent only to the task owner, but apart from the owner, I want the Manager to be aware of the task progress as well. How do I do that?
Full export
I am a happy customer, but I am very afraid to use Zoho since I know of no way to export my data. How can I export more than tasks?
Global projects export
Hello, I was searching on the forums on how to export all our data out of Zoho Projects. We would feel more secure having our data also in our possession. I found only posts from 3-4 years ago like this one https://help.zoho.com/portal/en/community/topic/full-export Is it possible yet ? Can we make request for a full export ? Thank you for letting me know Max
notification on Milestone completion
Is there way in zoho projects to get an email notification when a milestone has been completed that I have assigned to someone else?
Project display order
Is there any way to always display project in client order by default?
Managers can edit project templates
Right now only admin can edit project templates, but I think as long as a user is added to the project template as manager, they can edit it too.
tracking payment to contractors
Hi, We currently use zoho crm, project and invoice. Many of our projects are completed by temporary contractors. Is there anyway in zoho to track our payments to these contractors? In a perfect world we would like to link those payments to completed milestones in zoho project. If the functionality is not there is it something we could built for us using the APIs? Thanks Mark
More Reminder Options
Why are the choices for when the task reminders go out so very very limited? For most of the tasks I'm assigning to people, reminding them the day before is way too late: if they haven't already started the work, it's too late. A daily reminder is no good either: some tasks get assigned months in advance. Reminding someone every day that there's a task they'll have to start two months from now will just annoy them. Plus, I'd have to set this reminder for basically every task - since it's the only
Surround task_notes' html with CDATA
I believe HTML in task notes need to be surrounded with CDATA otherwise XML parsers have trouble with the html properties: [org.xml.sax.SAXParseException: The entity "nbsp" was referenced, but not declared.] <TaskNoteDetail> <task_notes> Exactly what we needed.¬ Thank you so much Katy! ... Task Note Added </task_notes> ... </TaskNoteDetail>
Who else has issues with today's "upgrade"?
Top 3 Things that Made Zoho Projects UI Worse with Today's Upgrade Log Time Daily (or) Switch to Weekly Log Time: Who can really remember what they did an hour ago vs. 3 days ago? Why force a click every time on this? Default to Daily or make this configurable in settings. Seriously, who do you know who does time tracking meticulously but only sits down to log their time once a week? Ask someone on a diet how they'd do with weight loss if they only journaled what they ate once a week? Time Tracking
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