Fixed cost projects and Actuals
Recently my company and i have been working with Zoho Projects. We are a consultancy which consults in microsoft. Now we use Zoho Projects for our projectmanagement and our invoice via books en zoho expense. So the question is as follows, We have two
SLA and Issue Tracker
Hi There. We have setup an SLA for a project and are using the 4 different levels. Our use case is that we want an email to go out when the issue is created, after 2 days, 4 days and 6 days of being open. We want this to consider BUSINESS HOURS only though.
GoProof integration
We are looking for a solution for project management pipeline to send out creative PDFs to a client to proof/make changes. When client makes the changes or signs off on proof we would like that to trigger the pipeline to continue and notify a user/designer. Is there any integration with Zoho and proofing ? Our clients would not have access into zoho. GoProof.Net is one of the proofing softwares that we currently use for external proofing.
Zoho Projects free trial (Premium/Enterprise)
Hello, we consider use Zoho Projects, Zoho Reports and their integration add-on for our company, but we need to test, how it works. Integration add-on is only available with paid version of Zoho Projects, so I am curious if I can upgrade my Zoho Projects in any way to test it. I searched Zoho Projects FAQ, forums and google for such trial, but didn't found any information. Thanks in advance, Eve
Zoho Projects Log Hours Notes max length no longer 10K characters
Dear Sir, Last Friday, Zoho Project Log Hours Notes Max length was still 10K, but now it is not. Please maintain the Max length to 10K. Kindly see the Attachment for the Max length error. Thank you.
The due date in the custom view is reduced by one day when the view configuration is saved
I create a custom view in which I want to use a due date criterion. Here I select the desired date and save the view (see initiallySelectedDate.png). Unfortunately, only tasks and issues with the previous day as the due date are displayed. If I switch
Add the ability to Export a PDF and CSV from Milestones
It would be awesome to be able to export this page as a PDF: Additionally being able to export this exact view as a CSV would be an added bonus!
Project API Get Task Comment Email Address
Is there an API that would allow us to retrieve a task's comment email address? We would like to be able to retrieve the task email addresses in bulk so we can have them handy when creating emails that we want to also document as a comment in a task.
New User Hierarchy in Projects
I really like the new user hierarchy in projects. I created the spreadsheet, uploaded it, and everything looks great, except I misspelled one of the email addresses. How do I edit my hierarchy? I edited the spreadsheet and re-uploaded it, but it didn't
Rate Per Hour for task in zoho
Hi, I m finding a big Obstecal in Zoho system, I can not find the Icon Rate per hour for the Task , some times its shown in some task but the other is not
Not Receiving Document Updated Notifications (In Projects)
Hi there, I used to receive very helpful notifications whenever a document was being updated by a team member. Now, I no longer receive those notifications. Although, members of my team do receive them. There has been some updates going on with the documents part of projects, but I need this functionality to work. It's very important to the way we have been doing things. Please let me know soon. Thanks, Chad
How to add same Client User to more than one Project
In Zoho Projects, we are able to add a Client User to a Project. We need to add the same Client User to other Projects. When I try to add the existing Client User to a different Project, I get this message below. It does not allow us to add any Existing
Anyone use Zoho Projects for managing smaller effort initiatives?
We have multiple "IT Initiatives" that are not as complex as an approved project, but still need to be tracked and managed. I was thinking of creating an IT Initiatives project with a Task List for each separate initiative. Anyone have a similar situation?
Contractor Users
How can I give a contractor access to view all project tasks?
Client users
Does the client users count as users as mention in the pricing plans?
Task Numbering
Does anyone know ANYTHING about this new task numbering system that was just released today? I find it frustrating that updates are rolled out randomly with no prior announcement, communication, or support information. I contacted Zoho Support and was told they are working on a UserGuide "soon" and that "it will be useful to number your tasks." Also there is no way to disable this (completely useless) feature. I would like to have more information on updates BEFORE they happen so I can inform my
Zoho Projects - Update tasks based on an import?
Here is a use case I run into often but have found the import functionality not working as expected In Zoho projects, i have about 2,400 tasks for my project I needed to update the status of about 800 of the tasks to mark them Closed So i did a bulk export of the tasks.. updated the status and then used the import functionality to import all the tasks back I made sure to include the Task ID and the Task Name in the import HOPING that the system would be smart enough to match the two up and UPDATE
How do I automatically update a project status?
How can I automatically update a project status when a task is closed out? For instance, when I set a specific task status to "closed", I would like that to automatically update the project status to "in progress".
Retainer Invoice and payment in Zoho Projects
Is it possible to create a retainer invoice on a project (from within Projects) and have it applied to invoices to be paid?
Managing meeting minutes and actions as part of a project
Hi, is anyone using Zoho features to address the following scenario? And even if you are not using Zoho features, have you come across with similar ask? Overall I am trying to address a challenge with minute taking/tracking As part of project, often,
Track time against events, and allow associating of tasks to events.
can you please add the ability to track time against Events, and also to associate tasks to events. This would help our scheduling a lot. Right now we make a task for each appointment which the techs then track time against. then they have to complete
Tip #5 - Share Your Snapshots On The Go With Screen Grabber
Sharing becomes easier than ever! Right when you think of sharing a file, document or an image, you generally take a screenshot, save the file in your drive and find buttons like 'Upload' or 'Attach' to share it with your team mates. Doesn't it look like one heck of a time? Well, let me take you through a quick tour on how sharing a snapshot becomes fun with Zoho Projects. Have you ever noticed a small TV screen icon at the bottom right corner of your status bar? That's where the magic of sharing
[TYIA] Zoho Project using Deluge
Hope all is well. I would like to learn systematically to develop Zoho Project using Deluge, is there any training/websites that would be helpful? Any trivial information would be helpful and appreciated. Thank you in advance.
Regarding Email Alert Notifications
I have setup 10 email notifications in my blueprint. All are working fine too. But I'm receiving 10 different emails for 10 alerts, instead of 1 in a conversation view. If I change the subject of all Notifications to 1 common subject, will those be triggered
find & delete documents from a project
Hi, I have added documents to a via tasks, and I can see them if I click the Associate Documents button in a task, but I do not see anywhere that I can delete them. If I go to docs.zoho.com, none of my files show up. I see in other questions there is a document tab on the left side of the screen, but I do not see that in my portal. Could someone please tell me how I can see a list of all documents I have upload and where I can delete them? (There is no option from the Associate Documents pop
Select multiple tasks to mark complete
I am trying to find a way to select multiple tasks to mark complete. Is there a way to do this? It seems like a common function but I can not see where it is available.
Can only assign single user to feedback
In Zoho Sprints, you can have multiple assignees for bugs. In Zoho Projects however, you are forced to have a single assignee in Feedback tasks. We avoid using Feedback for this exact reason. When you link Zoho Sprints to Projects, the bugs in Zoho Sprints
Time Log Threshold for Reminders
In Zoho Projects, the admins can now set a threshold for Time Log reminders. The user will be notified if the entered log hours are less than specified duration. For instance, if the admin sets 9 hours as the threshold and if a user logs 8 hours, a reminder
Team folders name column in the "Documents tab"
Greetings, I hope find all doing well and safe! I would like to suggest an improvement in the "Documents tab". If the associated team folder name is quite extended, it is not possible to adjust the column length in the left, then sometimes we have big
How to export project information to get a final Project Document as a delivery?
Greetings, I hope find all doing well and safe! In the conclusion of a project, we have to send a Project Document to our clients, with all descriptions (each milestone, tasks, subtasks, notes, attachments, logs, comments, etc) making a kind of Project
Adjusting several task attributes to many tasks at once.
We often need to change several attributes of several tasks. This takes a lot of time, and I've been doing this for years. We really need a better solution right now. For instance, we have a few custom fields that we use on tasks. Let's say we have 5
Calendar is now updated in the latest version of the Zoho Projects iOS app
Hello All, In the latest version of the Zoho Projects iOS app(v3.5), we have brought in support for calendar module along with iOS14 compatible widgets and wind down shortcuts. You can schedule meetings, organize your tasks, events etc. safely and securely
Add comment shortcut "Ctrl+Enter"
Hello, it would be g useful to an option to "Add comment" on a project task simply by pressing "Ctrl+Enter". Is there any plan for this feature?
Timesheet SOP
Hello Community, Does anyone have a SOP for entering timesheets that you would share with me? I want to make sure I don't miss any features. We have been using Projects and timesheets for almost 2 years, but there has been a lot of push-back and lack
Keep Planned Work Hours while increasing duration (start/due date) from GANTT view
Hello, I'm mainly using Projects to manage my personal projects and avoid missing deadlines. I usually run several projects in parallel and I apply this process: I start by creating some task lists containing tasks for each project for each task, I set
Checklist
Hi, Is it possible to add or update a Zoho Projects Task's checklist via the API? Thanks, Radu
How to integrate Zoho Projects with Creator
How to integrate Zoho Projects with Creator ? So I can pass the report link of my form to a field in the project details. I'm not asking about API as there is not much information on that too.
All Email Notifications in one Email
I want to have all the Email Alert Notifications in a single email throughout a project. Example: I have created a project with many transitions in the blueprint and at some stages of the project, email alerts are programmed. A total of 10 alerts are
Tip #33: Restricting time logs for past and future dates
Here's a tip on how to restrict users from entering log hours for the past or future dates in the Timesheet. Once timesheets are approved the invoice is generated for the month. If an employee makes changes to the past dates, the changes will reflect in the reports of the subsequent month. Reconciling this data with the previous month's invoice can be confusing and time-consuming. To avoid errors, the users are denied permission to add or edit past hours in the Timesheet by choosing the Don't Allow
Sorting of UNGROUPED PROJECTS by Project Number
Hello, Is there a way to improve the sorting of data based on the selected field. In my case, I want to sort by the "Project Number" (this is a custom number field created). As seen on Figure A, this is sorted, but when I go further down, on Figure B, other projects is not sorted, whereas, it should be sorted by all the projects. Figure A Figure B
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