Milestone Templates
When we create a new project, we frequently have the same set of milestones and it would be very helpful to have milestone templates as well as task templates. donald.wickham
Dependencies Across Projects
Has there been any movement in development to add functionality of dependencies across multiple projects? https://help.zoho.com/portal/en/community/topic/dependencies-between-projects https://help.zoho.com/portal/en/community/topic/multiple-projects
Changing colour for Project in Calendar view???
How do I change the colour of individual projects? Seems pretty stupid to only have one available colour. There is no way to quickly differentiate between projects. Also, no calendar view in the app???? What the heck.
Add Project ID option for automation email templates
Hi There, We are starting to use the blueprints feature quite extensively and it would be helpful if we could reference the Project ID as a variable when making email templates for automation emails. For instance, one of our blueprint transitions triggers
Adding another level of user like light users in Projects
May I suggest an idea of adding another level of user, such as light users...? Because currently, for our use case, we're working with client users for users such as sub-contractors who don't need much access to the system but it is not possible to add
Users can now add exact time along with start date and due date for tasks in Projects Android mobile app
Hello, In the latest version of the Projects Android mobile app (v3.4.4), we have brought in the below enhancements. Now users can record the exact time along with the start and due date fields in the task module. We have supported multiple onboarding
Blueprint Bug
When a status has not outgoing transition to closed status says this. You have one or more status with no outgoing transition to the closed status. This is correct but when the status has already a common transition on it says the same. Why? The common transition creates a path to close. So i constantly create dublicate transtitions doing same thing because i can not save the blueprint. This is a bug needs to be fixed thanks
Time logging integration with Sprints?
We are currently looking to implement Projects and Sprints as we were drawn by the ability to integrate both pieces of software. With some testing, I have not been able to integrate the time log function so that if I log time against a task in Sprints
Why is there a strange selection of colours for project tags?
Bit of an odd one but why are there so few colours available to choose when creating tags? I need to create tags in red and for some odd reason, there is no red (or yellow, black, orange) - just seems a very 'samey' palette of colours available.
Time zone issue with Calendar in ZohoProjects
To Support for ZohoProjects, I am having issues with time zones using the Calendar feature in ZohoProjects, see attached PDF for screenshots. I have set the same time zone in my Google Calendar and the time zone in ZohoProjects across all portals. When I create an event in the Calendar in ZohoProjects, the meeting invite sent to me indicates two conflicting times: 1) the heading indicates the correct time but 2) the time in the invite is one hour behind. Please advise. Thanks.
Archiving tasks
Hello, I can´t find the archive task feature. It is supposed to be an icon when you roll over a closed task but I don´t see it. I need to use the archive feature to hide completed tasks. Thanks, Diego
Task Emails Alerts Incorrectly Merge in Gmail Conversation View
Hey there. It looks like Zoho Projects recently changed the format of the emails for task alerts and task updates. The new emails look great however, we've noticed that since this update was published, Gmail now incorrectly merges task alerts from different
Milestone Templates
I see that there are ways to create project templates and ways to create task list templates. What I would like is a way to create a milestone template. I would want to be able to implement these milestone templates into an existing project. So very similar
Checklist Broken in Microsoft Edge Browser
Hello, when accessing the Checklist within a Task on Projects, today I noticed the Checklist is bugged by showing a large black circle. The Checklist is working fine in other web browsers. I only use Microsoft Edge for all of my Zoho Tabs and the Checklist
Allow custom field to be included on timesheet export
Can you please add the option to select additional fields to be included on timesheet reporting. We use a custom field to categorise tasks across multiple projects and want to use this field to summarise data on the timesheet report (for accounting purposes) .
How can I delete unwanted Status
I've been working with blueprints for the first time and I've accitently created a couple of Status that I want to get rid of. "New Status 2" and one that is just blank. I don't see any way to delete them. Please see below.
Software versioning for Softwarehouse
Hi!! Could someone help me understand how to manage "software releases" with Zoho Project? Forgive me if I put a post of the competition but it is to explain me better: https://www.atlassian.com/agile/tutorials/versions That is our actual operativity.
Tip #21: Customize Task Status in Zoho Projects
Hi folks! We are back again with a tip to help you get the most out of Zoho Projects. This week's tip is on task status customization. Task status helps you determine the progress of the task and keeps you on track with the project. With the new Task status customization option, you can create statuses pertaining to your business requirements in your own terms of progression. For example, if John owns an Industrial design firm, he might need to keep track of the status of the design being developed.
Idea: Duration Without Start Date
Hi It would be really useful if you could create a task and define a duration without having to also provide a start date - that way you can build a list of tasks and dusrations without having to schedule on the spot. thanks paul
Request: Create Tasks based on picklist/checkbox selection on Task fields
I did search for similar requests but couldn't find any. We would like to trigger/create new tasks (or create tasks from task templates) based on picklist or checkbox selections on the Task fields.
Archiving Tasks & Tasklists within a Project Board
Does ZOHO Projects have a way to archive completed task lists within a project board? We use a single project board for ongoing client tasks and would like to hide the completed (closed) task lists from the board. I understand that we can filter by Open and Closed, but it would be really nice to archive old tasks & task lists.
Remove admin from a project?
Hi, We have a bunch of admin accounts, and all of these accounts are added to all new projects. How can I either make them not included in all projects or the other way around; how can I remove them from a specific projects? Thanks
Tagging of Projects and Tasks
Like in this forum, Zoho Mail and practically every other project management system out there can we get the ability to Tag and search by Tags? As my number of tasks and projects have grown the ability to tag specific ones when filtering would be incredibly helpful.
Checkbox in task and bug description
Are there any possibilities to add a checkbox list in task or bugs description? I think the way evernote manage it is very good. https://help.evernote.com/hc/en-us/articles/209005597-How-to-make-a-checklist thank's in advance
Resource Allocation Report does not include Client Users
As a project manager consultant, I often find that I need to track Client Users resource utilization. When I run the Utilization report,the report only includes internal users. Client Users are not shown in the report. The way I get around this limitation is to export the entire project plan, duplicated tasks that have been assigned to multiple Client resources and then do a cross tab report in Excel. This is a lot of work and very unproductive. Is this a design feature or a bug? Thanks
Log Hours for unassigned Tasks and Issues
In Zoho Projects, you can now add log hours for the tasks and issues even if you are not assigned to them. This permission can only be enabled by the portal owner or the admin. For instance, assume that you want to log time for an unassigned task. By
Custom Functions for Tasks
In Zoho Projects, you can now automate the workflow of your tasks by creating a custom function. You can drag-and-drop Conditions into your function using Deluge. These functions can be called from one or more task workflow rules and blueprint. For Instance,
"Create a task" as an action for blueprint!
Due to all tasks in a project having to have the same task template, I've had to build my system using several different projects for my overall workflow. When something reaches the end of a pipeline in one project, it necessitates the creation of a task in another project to continue on in my overall pipeline. This creates an extra work step for me as I have to then create that task. Right now, my workaround is an email alert which hits a filter in my Zoho Mail box, which triggers an email to be
Hours of sub tasks rolled up to automatically reflect as total hours required for the main task
Hello Team, Do we have something in Zoho that helps in rolling up the total no of hours of subtasks to the main task, like we have in MS Project? Thanks Shai
How to work with client users
Hello, We really like the Zoho suite of applications. Currently we start working with Zoho Projects. Certain projects we would like to share with client users. They are non-Zoho users. Now, I have some questions because it is not really clear fro m the help documentation: What will happen if we invite those client users by using their company email addresses; will they be able to work in Zoho Projects from then on, just by re-clicking the link that they will be sent in the initial invitation? Or
Resource Utilization whit Issues
Hi Everyone! On Zoho Projects in Reports module, we know it exists the Resource Utilization. But this feature only applies to users whit associated tasks only! My suggestion is, in the Resource Utilization, the reports aply in task AND isssue. My company
Client Profile
I try to give access to clients but the functinality has a major bug. I do not want the client to be able to assign tasks direct to my team. has anybody world wide accually wants this? This is a major problem. I do not even want to see my task custom fields. I want to be able to downgrade what the client can see. I do not want to see my team names or anything internal. What is the purpose of External if he can look inside? This client feature should be for Gant timeline, something for the client
Project User Budget vs Cost?
I'm starting to look at Projects for our client work. I have Projects Integrated with CRM & Books and have 2 questions. Should a Project Budget be set as the expected cost of the project or the expected invoice total for the client? (for example, we estimate
View Project Name on Project Documents
When you add a document to a project there is zero indication on the document what project it is associated with. This means that we have to add some sort of identifier to the document every time, which is not foolproof. We have many similar projects
Conditional Custom Fields
I'd like to be able to create conditions which would cause one or more custom fields to appear if a particular value is selected in another. For instance if I pick "Toy Production" in a custom field called Project Type, I would like a drop-down menu to appear where I could pick the toy being made.
Zoho Projects within Zoho One has no Jira import feature
So according to this article https://help.zoho.com/portal/en/kb/projects/settings-in-zoho-projects/import-data/articles/import-jira-projects#Prerequisite the Import Jira feature in Zoho Projects is not available to Zoho One users. So how are we meant to sync Jira projects with Zoho Projects if we are a Zoho One user? Any advice gratefully received Alex
Issue reports suggestion
Hi everyone! I'm a project manager and my priory job in Zoho Projects is extract Reports! And we know that Zoho Projects, can make reports of task and project. But i my company, we hardly work on issue whit integration whit Zoho Desk, and i can't extract
User Hierarchy in Zoho Projects
An organization's user hierarchy refers to how users are structured into teams and groups. In Zoho Projects, users can view the reporting details of a user in a tree structure. Users can set a hierarchy based on roles and assign reporting managers to
Change in time logs API endpoint
¿Was there a change in the "Get My Time Logs" API endpoint? [1] It previously allowed me to fetch timelogs for all users in our portal using "user_list=all", which is still documented there: But starting on January 20th I'm only allowed to fetch my own
Zoho Projects - Save sort order when viewing projects
Is there a way to save the sort order after sorting your project list alphabetically. Currently every time the we got to the project page, the projects are in some mismatch order making it impossible to find the correct project. Click sort alphabetically
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