Calendar views to exclude weekends
I have set the working days & holidays for the org; is there a way to 'hide' the same dates in the Calendar view? In the calendar, I would need to view only the work days (with the ability to show/hide holidays)
MS Project To Zoho Project
I want to transfer the projects I created on MS Project to Zoho Project. However, the fields I created in MS Project do not match exactly in Zoho. Can I find a sample template file for this? I want to prepare and import my MS Project files according to
Planned vs Actual report
I raised this already. but maybe someone else has a work around. I just noticed that when a user is removed from a project (eg if he leaves the company), he is automatically removed from Planned vs Actuals report as well, which means that data is incomplete/inaccurate.
Allow adding subtasks only?
Hi, We would like to create a user profile that allows users to create subtasks for the existing tasks, but does not allow them to add new tasks to the project. I can't seem to figure out how to do this, as the only option seems to be to select 'Add'
Sync Issues with Zoho Sprints
Zoho Sprints helps you manage your projects based on agile methodology. The work items in your projects can be created as a sprint which can be managed under a sprint board. You can now sync your Zoho Project issues in Zoho Sprints if your portal is integrated
Task Layout Rules - Business cases
Hello, Guys! We are happy to meet you all in this community post and hope all are doing great. We are here to share a bunch of use cases in a series under various features with you. All the existing users of Zoho Projects can view the cases and let
Help Using Zoho Projects for Construction Projects
We are trying to use Zoho Projects for managing home renovations. Is there any material for help with initial setup for this scenario? Thank you.
Want to be able to add a task to all open projects or specific project groups
Would like to be able to add a global task to all open projects or groups. We deal with a lot of task lists that are the same for each project and want to add a task to all the open projects in that particular group.
How Do I Add Project Users, Clients, Viewers, and Followers?
When a project is created and the tasks are determined, you definitely need to assign roles to your team members for effectively hitting the headway. Thus, the importance of stakeholders comes into play for expanding and elevating the project stand to the next level of excellence. The four different types of project stakeholders are: Users Clients Followers Viewers Have you ever thought about the significance of adding viewers, followers, users or clients to your projects? Here we go! Convert viewers
Calendar is now supported in the latest version (v1.2) of the Zoho BugTracker iOS app
Hello All, In the latest version of the Zoho BugTracker iOS app (v1.2), we have brought in the below features: Calendar: Track all your project activities using the Calendar module. BugTracker calendar is a simple and secure way to organise meetings quickly,
populate budget field from estimate
Hi, is there a way to populate the budget field from the estimate that is created inside the project itself? i have the project-invoice integration setup, hoping to be able to create an estimate and have that total be the project budget without having
Set work hours by resource
Zoho Project is pretty good but there are a few features that seem fundamental that I cannot seem to find. How can I set work hours by resource for any given day. For instance, let's say I work two hours on a project this week but my coworker is working
Zia "global" search
Hello! Do anyone know if Zoho Project is included in ZIA's global search? At the moment I don't see it. Does it depend on the subscribed Zoho Progetto plan? Thank you in advance
Adding to the Activity Stream, On Behalf of Another Account
Hey everyone, I have an application that makes changes to our Zoho Projects through a Developer account. Changes made through the application come up on the Activity Stream as "developer", which is working as expected. I have two questions: Is it possible
Keep Me Signed In... doesn't
The "Keep Me Signed In" option on the login page is not working for Zoho Projects. Could you take a look? Your session appears to be a normal browser session (i.e. logged out when you close the browser), regardless of that checkbox. Thanks, Alex
Task Progress granularity
Hi, we have tasks that are usually shorter than one day. The progress granularity of tasks is 10%, which means i can set 0%, 10%, 20%, ... 90%, 100%. This is quite fine and usually not required on our scenario. Is there a way to have a coarse granularity
Need a way to mark documents, wiki and forum as Internal or External too.
This is a huge requirement for our team. We would like to use zoho forums, wikis and documents but sometime we have some internal things to post that we don't want external users to see them. Is it possible to do it?
Saving Customized Project Reports
Is there a capability to save customized reports within the paid version of Zoho? The ability to add two comparison items and then add in as many filters as needed is useful but I am trying to save reports so that I can just click one button to see them
Tags are now supported in the Projects Android mobile app.
Hello, In the latest version of the Projects Android mobile app (v3.4), we have brought in support for Tags. Tags are an easy and effective way of instantly accessing what you are looking for. Create your own tags and associate them with projects, milestones,
Project Tasks
All tasks are missing. Can only see the list with "plain" view but in kanban and classic the page is blank. All commments in tasks are missing too. This started this morning. need solution urgently thanks
Zoho Projects - Client Approvals on tasks or items
I am curious to see what the community has done or built when client approval is needed on a task. What is the best way to approach this? Did you build a custom function? Did you work it into a blueprint somehow? I am thinking about implementing something like this and would appreciate getting some feedback on what has already been done.
Code Commits and Changesets in Zoho Projects
Software development is a never ending process. Sometimes code is written for a new feature or to modify an existing feature or to deal with a bug. To handle numerous lines of code and their multiple versions, GitHub and Bitbucket provide a repository to store your code. The Bitbucket and GitHub integration lets you view your source commits from within Zoho Projects itself. This feature is available to our Premium and Enterprise users The Workflow You will have to set up a service hook for Zoho
Does new changes in project template reflect on old projects?
I need to understand how the new changes in a project template would reflect on the older project that have been using the same template. Is there a way to disable changes in the project template to ensure no mess up happens? or does it show a confirmation
Using the progress of Subtasks to determine the progress of the main task
Are there any plans in the works to add functionality that allows you to use the subtasks progress to determine the progress of the main task? It would be nice to have a weighting factor also so that you can set how much a subtask is worth with regard to the main task.
Turning off Overdue notifications for Zoho Projects I'm not on or assigned to
My company uses Zoho projects to manage tasks across various different divisions. I use the overdue reports to help manage my personal tasks with a firm deadline. The problem is that my daily report shows the overdue tasks on all the projects across
sort projects by name, or by created date?
Hi: Seems like the "list projects in alphabetical order" can only be by Ascending order, no Descending order. Also in "Home" -> "Active Projects" section, why not show project "Created Date", and can be sorted? I create 5-10 projects per day, but some how I don't know how they got listed and ordered? and I don't find a better way to order them? Drag Drop won't work because it is time consuming. Any suggestion? Thanks James
Associate Project with CRM Account
How do you associate a Zoho Project with an account in Zoho CRM? Also how do I pull client info from Zoho CRM when I am entering transactions in Zoho Books?
Move start date
I’m just starting to use Projects and regularly juggle a number of projects simultaneously. I’d like to move the start date of a project and have the associated milestones, lists and tasks etc updated to reflect the change in start date. This would be
Closing a Task with Multiple Task Owners
hello, As per the subject matter, please see the attached file. If one of the Task Owners, example Melvin closes this Task, the other Task Owner, which is Fred cannot enter his actual Time because the Task is already closed. Is there a way that the Task must be totally close if all Task Owners Status are close, if other owner still has an Open Status for this particular task, it should not be close.
Project Preview Cards in Cliq
Hi, we often send Project Links on Cliq. What is great: they generate an in-line preview in Cliq What is not great: they take up a lot of space See attached image The reason it's wasted space is it's showing "owner", "start date", "end date", etc, but
Zoho Projects 2021 - Year End Roundup
We started off the year 2021 with the release of Zoho Projects 7.0. We simplified the user interface by switching to a single-page design and we have been constantly adding new tools and features to make it easier for our customers to stay on top of their
Projects iOS app now support Global Search
Hello All, In the latest version of the Zoho Projects iOS app (v3.5.3), we have brought in support for global search. The global search feature lets you find results with a matching search key across various modules from one spot. You could search across
Are Changesets Missing from new Zoho Projects UI?
Are Changesets Missing from new Zoho Projects UI? I've looked everywhere and cannot find them nor any links to view them.
Difference between Projects and Sprints
We're a project based SAAS company looking to further integrate into Zoho (We already use the CRM module extensively) I'm not sure if we should use Sprints or Projects. I can see features for both, but they both seem to overlap in many areas. We do alot
PLEASE HELP!! How to set up 1099 contractors as client users
We use a lot of freelance contractors on projects. I want to add these contractors as client users and assign them tasks. The client users need to be able to comment in the discussion feed and mark tasks complete. I have added a few freelance contractors.
Resend invitation to Client User in Projects
How can I resend an invitation to a Client User in Zoho Projects? More often than not, a Client User either won't accept the invitation right away, or they'll accidentally delete it, and I cannot find a way to resend their invitation, without physically deleting them as a Client User and recreating them. There's got to be a better way....right? Thanks!
Task Notes by mail fail.
While testing out Zoho, I tried adding a task. While I got the mail on the test user accounts I'd setup, when I reply to the task, I get an error message on my email account that says We are unable to add notes/map documents to this task. WHY DID THIS HAPPEN? The possible reasons are : 1. Email ID not confirmed. To confirm use the link http://zohosso.wiki.zoho.com/#resendconfirmation 2. You do not have permission to add notes/ map documents to this task. 3. Task could have been deleted. 4. Task mail
Project Budgeting Needs
I am really liking the scheduling and task visualization features, but I am struggling with the budgeting side of project management with zoho. I need to be able to see the actual vs. planned budget analysis on a daily or weekly basis, not just after we invoice. I also would really like to be able to break down the project budget by milestone or task group. And then I would also like to be able to assign billing rates to users and to tasks or activities ahead of time and then see the budget erode
Timesheet Export Fields
Hi, Is it possible to specify what fields are included when I export timesheets? I would like to be able to see the Task List name for each line since that is my way of grouping the related time charges. Thank you, Kathy
Request: Create Task Lists based on picklist/checkbox selection on Project fields
It would be a life saver and a valuable automation feature if task lists could be automatically created based on checkbox/picklist type field selections on the Project layout. Carrying over the order of such task lists from the project layout would be
Next Page