Notifications documentation and verbiage confusing and likely to cause errors.
We've been trying to figure out why some of us have been not getting extremely important project notifications. Today I figure out why. Please review the attached screenshot and consider updating the verbiage on the notification settings page so it does not confuse users, and also updating the documentation. Thank you for listening.
Creating Project under group w/Deluge
In Deluge, I need to create a project in Zoho Projects under certain Groups. What is the Deluge way to access the group name and ID in Projects? Thanks.
Make the presence of subtasks more obvious
We often work from Kanban view and when opening a task, the presence of subtasks is at the bottom of the screen (and depending on monitor size, off the screen) and tucked in with the Comments, Subtasks, Log Hours, Documents, etc. The presence of subtasks within a task is not clear. Suggestions to improve UI: If closing the parent task and there are open subtasks, display a warning prompt that there are unclosed subtasks. This would help prevent accidental closure of subtasks. Add a visual indicator
Delete an uploaded file
I had uploaded a document in document 's tab and I cannot delete it in order to upload a new version. Any idea?
Zoho - Please Fix Task Alignment
Please see attached screenshot, as they say a picture is worth a thousand words. Thank You
reports: timelogs per milestone
is it possible to see project time logs broken up by milestone?
Chronology Gantt - Milestone View
Hi, Chronology view needs some updating. its too confusing to switch between task view and milestone view we need a way to sort the milestones (prefer by project) we need a way to SHOW the milestone name IN the actual chart please give us alternating colors between lines (shades of grey alternating) so we can more easily identify which line corresponds to part on the chart) the ability to complete milestones from the chart hover over them for more details (instead of click on them) please see screenshot
User Interface Idea of the Year for Projects :-)
The filtering function is incredibly useful and powerful. It would be even more useful if (optionally) every time a filter was selected it did not close the filter box. See attached screenshot. This would allow a project manager or user to slice and dice tasks in many ways without having to endlessly reopen the filter box. Thank you for considering.
Domain mapping access to zoho.projects.com
Why don't you provide a full domain mapping access to zoho.projects.com like this is already possible for discussions.zoho.com ???
failure to generate token access
Hello, I want to get a token to connect my Qlik Sense application to the rest API of zoho project. but when you follow the steps of Authentication OAuth2.0 I can not continue, since it asks me for an Authorized redirect URIs and I do not know where to get it to be able to move forward. I hope you answer. Thanks so much
How to get master data list for task status
How to get Master data of task status, task severity etc through API
Getting strange subject in Update emails: "Predecessor task marked '$0' in $1"
This just started recently. I'm getting task update emails w ith this subject "Predecessor task marked '$0' in $1" . The body of the email looks correct, indicating the closed tasks with a line through them and indicating the Successor tasks. What could be causing this? Thanks
Redacting support for TLS v1.0 and v1.1
Dear Users, We hope you are enjoying your journey with Zoho Projects. Over the last few months we have rolled out several new features and have enhanced our security protocols. To ensure that your data is transmitted securely and to conform to the latest PCI standards we will be moving to TLS v1.2 from November 1st 2018. The older TLS 1.0 and 1.1 will no longer be supported. Users who use secure servers and browsers to access data and APIs from Zoho Projects will have to upgrade to TLS v1.2 to
Project profitability
Hi, Is it possible to follow-up project profitability in Zoho Projects (or Books, but in this case it might be good to have a link between projects in Books and projects in Projects) ? I saw that I can set a budget and register expenses in Zoho Projects but what would be really good is being able todefine a cost by employee so every time he logged an hour on a project, it increases the expenses (and increases the revenue if the project is billed based on employee hours). Is there a way to achieve
create a user group
How to create a user group, to associate with a task. For example department development
Pulling Log Time for all Time Keepers
Zoho Project is one of the best project management apps that i have come across. We have adopted it for our project management company wide. We were just about to begin using the time sheet functionality....well until we realized that the API functionality only supports the capability to retrieve one time keeper, the one associated with the Ticket. Very disappointing. It seems so illogical to not have this functionality. I have seen that others have wanted this capability too for some time. Is there
Change portal name
We have created a portal with name "acclyne" and ended up deleting it with the intention to create a new one but now we are not able to create a new portal with "acclyne" name which is our company's name A portal with this name already exists. Please try another name.
Absolutely need to turn off auto-email notifications
Hello, Our email inboxes are getting swamped by the deluge of Zoho Projects notifications about every little change. This seems to happen even when i uncheck the notification check box. The tool is great but it's spamming our team and most importantly it's spamming our clients. The last responses on this topic are from a year ago. Is there any progress with turning this mindless emailing off? At this point we'd rather have no email at all than this.
Docx / Xlsx files being cataloged as .Zip when attached to a Bug
Hello there guys, Just as the title implies we're having certain issue given that when we attach a .docx / .xlsx file on BugTracker it's being indexed as a .Zip file and when we try to open the file directly from the browser the "Default" app to Open it is automatically directed to WinRaR/7zip/WinZip which gives us an error Apart from that when we select that we want to open that file with any other App (Office in this case) the browser itself resets after we close this window/thread and we have
Link from a 'project' set up in Zoho projects to the Account it belongs to in Zoho CRM
Hi There does not seem to be an obvious link in ZOHO Projects back to the Account in the CRM. There is a link from the account in CRM to projects for the client in Projects but not the other way round. Is this deliberate, an oversight or am i missing something? thanks PK
Please Allow Custom URL Field
I was attempting to create some custom fields for projects and tasks that would allow us to enter links. For instance when a task relates to a G Suite document I would like a field for the user to enter that link. And I would like to create a link for the main G Suite project folder with a custom project field. However for some reason a custom URL field is not an option. Please consider adding one. Thank You
Custom domain and collaborator portal in Zoho Projects?
I was under the impression Zoho Projects provided a "customer portal" feature with the ability to customize the domain as well as the look. Any clarification and instruction would be helpful. Thank you.
Client user can't access bugtracker
I added a client user to my project, and he can log in and see the forum, but can't see the bug list. Did I do something wrong when I added the user, or do client users not have access to the bug list?
Email Replies to Forum Notifications not Posting
I have seen this happen a few times in the last few days where I'll receive an email notification from a forum where I can tell that someone has replied to a notification email via email (has the heading and everything) but the message is missing. Is there a bug with the email response? Is anyone else seeing this issue?
How do I reorder tasklists in a Project template?
Hi, How do I reorder tasklists in a Project template? When I look at the template in Gantt view, my tasklists in each Milestone are in the wrong order. What I put in last is first and what is first is what I put in last. Is there a way to change this without starting over and putting in my tasklists backwards so that they appear in the correct order?
How can I disassociate / Delete a client from a project
Once I associated a project with a client in CRM, when I try to Delete the contact from the project I get this message "Do you want to remove this client & client users from this company" this looks to me like it's going to delete the client from CRM. I don't want to do that. I just want to dissasociate the client from the project. What I actually want is to remove all the client contacts from the Client Users. I want to be able to associtate a project to a Client but I don't want any "Client
recover wasted screen space
Yes, Zoho Projects has a clean look and feel but it’s wasting too much screen space. Just look at “Save Results To:” (upper right) stealing screen space from what could be another task like. Why do I need Chat/Channels/Help permanently occupying space (lower screen) Please consider making the UI more screen efficient.
Help - subtask and change date on schedul
1) In the timeline the subtask is able to have date higher than the task. How to block? it would be possible? 2) Would it be possible at the time of the task date change, trigger a flow to be approved to change by an administrator profile? The objective will be to avoid changing the entire schedule
How to get the portal ID using REST API V 2.0
What are all the parameters i should pass to get the ID of my portal in REST API V 2.0? Anyone please help on this..
Bugs/Issues custom fields do not sync with Zoho Reports
Hi, I have added a couple of custom fields to the bugs/issue tracker in Zoho Projects. I have setup an integration between Projects and Reports and synced the data. I didnt manage to sync the custom fields to Reports ? With other tables like Tasks and Projects it works fine, also using custom fields. Is there a reason that for Bugs this does not work ? Regards, Peter
How do you export ALL bugs?
Hello, I found the Bug's export feature on a per-project basis, but I need to export all the bugs for all of the available projects. Is there a way of doing this? I can list all the bugs if I go to the "My bugs" section, and remove the "All Open" and "Me", but the 3 bars icon on the right side does not have the Export option like it has when you're viewing a single project.
Completed Tasks Analysis Reporting
Is there a way to pull a global report for completed tasks and projects against the time allocated for the task compared to the time taken? I want to use this for efficiency analysis. Cheers, Andrei
How can I export bugs from Zoho
One of our clients that we have been tracking bugs within Zoho Projects for are moving to Jira. I know about the Export function but that does not export the bugs and all the commnets within the bugs. Please advise if there is a way to export to a CSV file to then provide to the client. One additional complicating factor is that obviously we have multiple clients in our instance of Zoho and we are looking to export only one.
Resource Management
First of all there should be user level other than those that are there. For example a Project Manager and then developers and PM can choose what developers to be on which project. Also, PM can see the remainig or pending tasks for any dev or subordinate he wants. Also, there must be resource detail as to what time and date he is busy and with what task or project.
Bug tracking: Kanban view mode
Hi zoho team, Can we show more information on zoho Kanban bug viewer? Like the number of bug/item in column (Open/Close). Regards
Critical Path in Zoho Projects
Hard to manage tasks within your project deadline? Not sure of the task delaying your project? Critical path is here for the rescue. Using critical path, you can focus on tasks that need to be prioritized and manage your resources based on the critical and non-critical activities. Learn more on Critical Path If you have any questions, do comment below or mail to us at support@zohoprojects.com.
associate tasks with other tasks
I love the feature, where you can associate documents to a task. this saves us from having to upload files again in to a task. instead, we are able to just associate a document that has already been uploaded to a project, which saves us time and storage. being able to do this is important to our employees out in the field. they open a task, and see a file that is relevant to what they are doing at the moment. I think it would be tremendously helpful if we could do the same thing with tasks. allow
Invalid client Id error
Hello Team, Hope you are doing great ! We would like to inform you that we work on API and we get few things authentication token , client ID, secret key and grant token but after that when we try to get reresh token it show invalid client id error. Kindly let us know how we resolve this ASAP Thanks
sharing templates in some kind of an open source community repository?
Are people able/willing to share their templates in some kind of an open source community repository? That would be SOO helpful in getting people up to speed quickly! Thank you, Kenny
Pass users name in webhook
Hi, I have created a webhook in projects that calls a Zoho Cliq Bot API Endpoint. The webhook is fired by a business rule whenever the status of an issue is changed. The webhook then calls the Zoho Cliq Bot which is programmed to post a message to our development channel, to let all our developers know that the status of the issue has been changed. This works perfectly, the only thing I am not able to do in the Cliq message is mention WHO changed the status of the issue in Zoho Projects. Is there
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