Mapping Zoho CRM status to Zoho Project stages
Is there a way I can have these fields function as the same thing, and when I update them in one, have it update automatically in the other?
how to add employee charge out rate and track task profitability
Hi I am trailing the software for my business. I want to have a number of tasks, and then users book time to the tasks. I have a target rate for each employee and a fixed budget for the task. Therefore I want to track financial performance of each task. Is this possible? I do not seem able to put an employee rate or to track this? Cheers jeremy
Cannot change Project Owner field
I am a new user of Zoho projects, own the portal and have admin profile. I am setting up New Projects on behalf of others (who I have registered as Managers in Portal Users). When I set up a New Project I can choose any of the managers in the drop down list as Owner. Having done this and completed other fields and updated the project, when I return to edit the project and want to change the Owner the Owner Field will not give me the list of Managers. In fact I cannot edit the Owner Field in
Moving the project to Archive?
I did not find how to move the completed project to archive. Please, tell how to do this?
GANT CHART
HELLO HOW CAN I ACHIEVE THAT IF I marked a task TERMINATED PRIOR TO SCHEDULED DATE DEPENDENT TASKS cruising along the START DATE
Cannot Create Dependencies Between Tasks
In the Task detail view, no Predecessor field is displayed. In the Gantt view the selection of one task and dragging the link line to the appropriate task (as per the on-line help) is not available. Is it me or the software? Kind regards, Marc
publish list/calendar of due tasks?
My business performs quality assurance checks on our clients at certain scheduled intervals. My thought was to use template task lists to quickly add these schedules with due dates when we bring a new client on board. However is there a way to publish the list of due tasks or a calendar of these tasks for quick access to upcoming tasks due? How would I do this? Is this a use for Pages?
Can't add users for project and failed to register also
I want to add some members in my project, but some were added successfully and others failed. Then I try to let them register new account but the company name used when I created my own account, they can't use it again, is this a bug? The purpose is we need to add members in same company to a project. Anything I could do for this?
Task name not transferring to Slack
Hi there All my tasks are named in Zoho Projects. But when I complete a task, the name that gets pushed to SLACK is always "task". that's it. In Slack when the change it pushed, it says: Richard changed % completion of Task to 50 in Project. I WANT: Richard changed % completion of Finish Outline to 50 in Project. or Richard changed % completion of Email Client to 50, etc..... Why is it always just saying "task" in Slack?
User level permissions
Hi Zoho Can I config to control user access to documents, milestones & tasks through a permission service? Would it be nice to to set permissions so Contractor or Employee can see only documents, milestones & tasks assigned. Thank you
Managing task owners
New to Zoho - Trying to determine if we can have a database of "task owners" without using their emails. We are custom builder and are not trying to communicate directly with our subs via zoho project / email but need to schedule them. Also - how do you edit a name - looks like it only pulls the first part of the email. Also is there a way to categorize skill level for users? In this instance we would have users classified as painters, tile, sheetrock, etc. Thank you, Kathy Neill Reynolds Signature
Zoho Project - 15 Days Enterprise trial
Hello Guys, Can you activate the 15 days trial of Enterprise edition? That's the plan we are contemplating to buy Portal: https://projects.zoho.com/portal/club23 Thanks.
zoho projects api
Hello, I'm using zoho projects api restful with PHP and I would like to know how to get the AUTHTOKEN. I'm using thi script : And I have a problem when executing my script :
Project Archive
Hi: Is there a way to archive a project? I see only the option to Delete Project, but sometimes projects return and have a second round. Un abrazo, Robby!
RFC email notifications
Is it possible NOT to send an email notification to the person that placed the comment? When I place a comment in a RFC, which is assigned to me, I also get an email of the comment I just placed. But I do want to receive an email when someone else places a comment in a RFC I'm assigned to.
Do you have to track time against a specific bug in Project?
Currently, Weekly Time Log requires that a task or bug be selected. Is it possible to not have this be a required field in this view? Thanks.
Automate timekeeping
We use Timesheet in Zoho Projects to track time spent on billable and nonbillable projects. I am looking for ways to make time entry easier/automated for our busty team. For example: Is there a way to sync google calendar in a way that will add the meeting time to Timesheet? Is there a way to trigger a time log entry when a task is closed? Are there ways to connect CRM Activities (Tasks, Calls, Events) to automatically log time in Timesheet? Thanks for any guidance on this.
additional Import fields
Is there a plan to add additional fields for import? Right now not including work is a problem for me. Also I cannot import a start date from either csv or xls. With Tasks lists, I have a standard task list that is repeatable with Resources, Duration and Work Effort. I can create a task list template but all that carries over is the task name, none of the details. Also, is there a way to set a duration for work, with a small team juggling multiple projects I work on an assumption that 1 day of
Task completion
The % complete status for tasks is fine for traditional PM understanding, but for my projects the % complete is determined from the reviewed finish date that is updated as project is executed versus the initial estimated finished date planed. For the projects I normally work on this makes more sense than asking a supervisor to estimate a % of completion for which he or she has no idea on how to estimate.If I ask a supervisor when will a particular task be completed, it is easier to get a solid answer
Visual Bug Tracking in Zoho Projects
What is visual bug tracking? You're working on a project and you find an annoying bug that deters the process. How will you report it? - You can track the issue, post it as a bug, and assign a user to fix it. Go back and give the previous sentence another read - "Track the issue", here's where visual bug tracking comes into play. It is the process where you annotate a bug on your page and make it look visually appealing. How does visual bug tracking function in Zoho Projects? We have enabled the visual bug tracking feature using 'Screen Grabber'. Tap the
Start After and Duration do not seem to be functioning correctly
Hello, I am in charge of re-designing our projects template here for the company I'm working for. I've set dependencies and all tasks have a start after and duration, but when I test the template, something's not right. In my first milestone with a tasklist assigned to it I have 4 tasks with a 1 day start after, and 1 day duration. I entered the project yesterday. My first task is showing start 6/1, due 6/1, but the remaining tasks are showing a start of 6/5 and due 6/5. I see similar instances
Nothing Gets Done
I was going to submit some ideas, but after reviewing the posts (and only 2 ideas implemented) and my many calls with support, I realize that nothing will happen anyway. What's the point?
Task Dependencies and 'overlapping' times
When setting task dependencies, I can understand overlapping time is not valid... But at the moment, a task that ends at 14:00, can't be followed by one that starts at 14:00... This is rather frustrating. The only way to make this work currently is setting the finished task to end at 13:59, or the start one at 14:01... This is so much more time intensive than setting both at 14:00... I would imagine changing this would be simply setting a < to <= in the software. Could this be a fix that is done
Overall project percentage complete
I have found the individual task % complete very helpful, but is there a way to get an overall % complete for the full project? Or even for the milestones? Thanks.
Zoho Projects API - set planned work hours not working
Hi, I'm developing a web app to help us create tasks quickly. I'm able to create tasks and set most of the parameters, but when I try to set the 'owner_work' parameter for planned work, it never seems to work. I've tried sending the POST requests via both Python and PHP, neither of which seems to work. Here is a key section of my PHP code for reference: $request_params = array('authtoken' => $AUTHTOKEN, 'name' => $task_name, 'duration' => $task_duration, 'owner_work' => [['user_id' => '646282401',
Problem with uploading document(s) on Zoho Projects
Team, We aren't able to upload document(s) to any of the projects. Would appreciate a quick resolution!
Global reports example
Hi, we are considering to upgrade our plan to get the chance to use Global reports. Is it possible to have a preview of a global report? Can I have an overview of all the users and their time schedule as per the "Resource Utilization" report? Thanks
How to get employee details(Owner) from project API
Hi, We are using the Project API to get the time logs for all the employee in our company, when the data is returned it gives owner_id and owner name and all the other stuffs about their project. is there any way we could pull email address for all the employee. Thanks
Viewing hours remaining on timesheet
Hello, We have been using Zoho Projects for about 9 months now. Overall we like it but one thing that is getting very frustrated for us is around the timesheets. The scenario is a person is logging hours against a task that has a set task budget. In the timesheet you can log hours, but you do not see what are the actual hours remaining in the task hour budget on the screen. This often causes people to log against a task that has no more hours, or the project team not having a good discussion around
Deleted Milestone
Hi! I've deleted a milestone and I want to know if there is a way to come back with it, because I've lost all my tasks. Can you help me? Thanks!
Move multiple tasks
Hi! If I have a set of tasks, A, B and C, with dependencies so that they follow each others (B after A, C after B) with no slack in between, and all are, for example, five days long each, I can easily extend task A to e.g. ten days which causes task B and C to each move five days into the future. However, If I were to shorten task A to only two days, task B and C would not move. The only way I have found to do this is by individually move first B and then task C (moving only task C is not allowed
Download Bug List
Hello, Maybe I'm just not seeing it but is there a way to download the bugs you have entered? I need to put everything on excel for management and would rather not re-key into an excel doc. I have the free one project access for zoho projects. Thank you, Robert
Late tasks and milestones on the dashboard?
Is possible to see the late tasks and late milestones on the dashboard, specifically at the Task Status and Milestones Status graphics? On my dashbaord I can only see the tasks open and completed. I would like to see the late tasks on the same pie chart. Is it possible?
member of CRM plus, one of my user started a zoho project account, now i wanna invite him in our project
Does he have to delete his project account? how can he do that? can i re-invite him again?
Suggestions for improving Projects
1. Ability to set non-working days, example: weekends and national holidays. 2. Assign tasks to a user who doesn't have Zoho, just for tracking purposes. 3. Include field mapping for predecessors with task import function. 4. Option to display task name instead of Assigned to in Gantt chart. 5. More options to customize views, particularly Kanban.
Tasks not grouping with task list upon import
I am trying to import using xls or csv. When I do, each task is created in its own task list. There is no grouping of tasks when imported. I have attached a screenshots of the sample data and the import results.
Move Task | Is only showing milestones not task lists
When using the Move feature on a task, the available Task lists in the display are actually milestones, not task lists. As such, I cannot select another Task List. It will only allow me to move to a Milestone.
Download Bug Attachment with Rest Api
If I get a bug attachment url, how do I download that file using the rest api? There doesn't seem to be any documentation about the url to download an attachment, or what the rate limits are for attachment downloads. For example, if I have the url "https://projects.zoho.com/portal/xxx/openAttachment/download?file=xxx" how do I download it from my API with just an access token? If I append my access token parameter to that url query string I get an error.
Remove Requirement to Add Client Users Via email
Hello, We don't want to send an email to client users and have them involved in our Project Portal. Is there anyway to assign tasks without adding the person as a user? We'd rather have a free text field to put their name.
Zapier for Projects
I have just received word that Books will soon become available on Zapier - which is fantastic news! Can you put Projects as the next item on your list? So much of what we do is based on tasks, timetracking, and using external tools to execute our work. Being able to integrate 3rd party tools with multi-step Zaps would make Zoho Projects and absolute no-brainer for everyone! Thanks
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