roles
Currently a role is bound to the entire portal (all projects within it). It would be more useful to have the role bound to the project instead. Manager is a powerful role and generally we would want those permissions to be related to the project they manage instead of all of the company's projects. The admin would assign the roles for each project they are assigned to. lhsilva
Delete Portal Owner
There are four portal owners in my project. I would like to delete another portal owner but there doesnt seem to be an obvious way to do this. I need to at least deactivate the account or deny access for this user. How can I achieve this ?
Calendar iPhone problem
Ive attempted to sync my zoho projects calendar with my iphone calendar using the instructions here http://blogs.zoho.com/general/subscribing-to-zoho-projects-calendar-on-your-iphone . Although I can proceed through all the steps listed here without a problem, none of the content from the zoho calendar is appearing on my iphone.
getphotourl problem
Hello, I'm trying to get the photo url for a specific user using this api method: http://projects.zoho.com/portal/{PortalName}/api/private/xml/user/getphotourl?apikey=[ApiKey]&ticket=[ticket] But I'm getting a "General Error", I'm passing the parameter userId, I have tried passing the values p_id and login_name returned by the method for getting all users from a project. Am I missing something?? Thanks in advance
How do I move a task from one task list to another?
According to the documentation, there should be a "Move Task link" but I see no such link. I have seen other posts indicating that only administrators or task assignees can move tasks. In this case I am both the administrator and the task owner. The only links that I have are: Add Task Copy Task Reorder Make a Task Template
Confused on Google Calendar syncing
Would like to use Zoho Projects, but need to be able to sync with Goolge Calendars. Is there a syncing function? Thanks, John
Email Attachments
It would be good idea to add or attach email to a task either from google apps or from zoho projects. Right now i have to copy paste it into notes to bring information forward.
How I can share, edit and collaborate on line documents in Zoho Proyect like Zoho Docs?
I would like to know how me and my team can collaborate and edit on line documents in Zoho project. I know Zoho Docs work in this way but unfortunately Zoho project does not seem to have this feature and this reduces its potential
Choosing Zoho Docs Workspace files in Zoho Projects
Files that are saved in Workspaces of Zoho Docs cannot be choosen in Zoho Projects. When will that be possible?
iphone app
Hi - I'm deciding whether to use Zoho in my business. I'd like to know if you plan to roll out an iphone app for Zoho Projects? Thanks, JSlater nelsonjervis
user's access to tasks / tasklists
I am trying to create a project where individual users not have access to all the tasks (or task lists). Is this possible in zoho projects? Thanks!
Reserved characters in notification emails
When I create a forum post in a zoho project and have notification emails sent to project users, things like server addresses and directory paths look fine in the forum post but are problematic in the notification email if reserved characters such as backslashes are removed. For example \\myserver\mydirectory is displayed correctly in the post but ends up as \myservermydirectory in the email. I'm sure there is a simple workaround for this and would love to hear it. My project users are not all savvy
[Projects 2.0] :Multiple Project Reports
Dear Sir or Madam: I am enjoying the demo of your project management tool and have upgraded to 10 projects. However, I do not see a report that allows me to see the status of all projects at one time. Ideally it would be like the Open Milestones report but with the milestones for two or more projects. Does something like this exist? Kind Regards Boyd Hemphill boyd.hemphill
Milestone and Tasks
What is the difference between milestones and tasks? At MPP it is clear as there is no time associated, but in ZOHO milestones can have duration?
Publishing a wiki as part of an Zoho Projects Account
Hi, is it possible to publish a Wiki which has been created as part of a Zoho Projects account and if so, how? Kind regards Wolfgang
How to see a whole comment under a document name??
Under a file name of ducument is a file decription which I can not see if it is too long. How to reach to it ?? N
CRM Integration
Does ZohoProject integrate with ZohoCRM? I love the project management capabilities, but don't want the redundancy of multiple task lists, calendars, users, meetings, events, etc. I want to be able to receive a new lead in CRM, convert it to a customer and trigger a new project in ZohoProject, tied to that account. when the project reaches certain phases, CRM prompts me to contact the account with an update.
Reply to Forum Not Working
Why is it that with some forum posts, we cannot post a reply. When I click in the reply box, no cursor appears to type with.
Grouping tasks by category?
I'm new to project management and trying to learn as I go by using Zoho Projects and what makes sense to me. So far we've been tracking deliverables for a project in an Excel worksheet. We've been grouping these by broad category, so tasks related to financing go in one bucket, tasks related to marketing go in another bucket. I had started to recreate these category listings by using Project Milestones, but thinking about it a bit more it doesn't seem this is what the intent of a milestone is.
Export Option.
Hello Everyone, How do I export Timesheet Report for a selected date range/month for all the users across all the projects. Sorry if this is a repost. Would be thankful for the help. Regards, Santhosh
How can I view task loading of my team members (across all projects) ?
hi All, I would like to be able to see the "task loading" and "task status" of my team members across all their projects. If my team is working on 4 different projects at the the same time, I would like to be able to see all tasks of any member (across all his projects) in one snap shot. Does this feature exist in Zoho right now? If not, can this be added ? Thanks! Hari
Can't edit / rename wiki pages
Hello, I have an admin role that was given by the project creator. But the 'rename' link still doesn't appear in the popup box. Is this a bug? or is it by design that only project creator can rename wiki pages? (not even those who are given admin role?) Thanks.
Importing Tasks from XLS/CSV
We need to be able to import tasks via excel/csv, since we do not use MS project. Could you please let me know how this is done?
client
Client role has a lot of power, more than we typically would give a customer. It would be useful to have two kinds of Clients: one as is implemented today, and another that has the same access but read only. lhsilva
Client Centric
Projects has been a great help, but it is too project centric instead of client centric. It would be nice to have projects broken down by client, also monthly I need to send an invoice to the client that convers all the projects we are working on with them not just one. Reports by client would be extremely helpful as well.
Task Reminder??
Can I please have a function added that sends a task reminder to the owner of a task?? As a project owner/manager, I need the ability to remind people of their due dates - please consider this functionality. Steve Steve Krull
Serious bug
I had signed up for Zoho projects for assessing its functionality. Now when I sign-up the landing page is all blank. There is just no information there; no links work apart from the logout.
RSS feed problems
I added two RSS feeds from my portal to Google Reader. 1. RSS feeds do not have a default title as all other RSS feeds do. I have to manually add one in my reader. 2. Nothing ever comes through the RSS feed to Google Reader. I get posts from all my other feeds. lhsilva
RSS not working
The RSS doesn't work in the Zoho Projects. All I get in my RSS feed is "An error occurred because the feed being requested cannot be found" Kate Hindin-Nikau
How to edit a project template
I created a new project template, added a milestone and added task lists from task list templates I made earlier. Now, I can't seem to edit the project template to add more milestone and task lists. Is it possible to edit a project template after it is initially created?
Need a more official receipt of payment
Hi, So I upgraded and I received in return is a redirect to the Value Pak description page with a little "Successfully Upgraded" at the top. Do you send an official receipt that tells us what we bought and how mcuh we spent. Not sure this will fly with our accounting department.
User privileges for documents in Projects
Sorry for the confusing title..... We are using projects (especially bugs and document sharing) to collaborate between a few in house people and external contractors. I am about to add our offshore tooling supplier in, but would prefer limit their access to a given set of documents rather than allowing them access to everything. My question: Is there any way of managing the document sharing within a project so that for instance I could have one group of users with access to a design folder (for
What to do to get a answer??
Nice hello again to all in Zoho Project, since my purchase of Zoho project I have put some questions on your forum. Till today I did not get a single answer. Not to a single one. I was really focused to start using your product for office projects, but seems that I can not get simple answers to simple questions. What bother me more is that most common answer to questions on this forum is: "will be puted on feature list and beare with us...." Still I can see that some questions are old more than two
"Access Denied" message when accessing the add on wiki service of Zoho Projects
We have 3 different projects. I can access the wiki services for the 2 projects but getting an Access Denied message when I access the other one. Why can I not access it? I am a member of those 3 projects.
Are CRM contacts linked to Project clients?
I've setup contacts in CRM which are also clients. When I setup Projects and tried to link some of the contacts as "clients" I have to enter new information. How do CRM contacts transfer to Project clients?
Showing Documents in Zoho Project
Please help with these: 1. how to show more than 10 documents at one page in list of documents??? 2. is it possible to arrange the list of documents by name, date, type ??? 3. I can not perform uploading a new version of document if it is not the same name as previous version. This is really big and "unnecessary" problem . How to avoid? 4. is possible to see somewhere what is planed for new versions and the data of releases?? Thank U in advance. Nikola Miletic
Information about rescheduled tasks
Hi all, Hi would like to know how many times one task has been rescheduled. Is it possible to know it? Thanks
Re-ordering Milestones
Hi I know this may of been discussed previously but is there any news on when the ability to re-order milestones will be available? Thanks Tim
Ratios
I need to show a ratio between to colums...how can i go about doing that?
Is it possible to change the user roles to match our terminology?
We have a set of roles that are predefined, would it be possible to change the role list in manner similar to what is possible for lists in Zoho CRM. Thank You
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