Implications of deleting project templates
I wish to remove some now unused templates, but want to check that it won't affect the information logged against any projects which use or have used these templates. Can you please confirm/advise that no current or historical information will be lost. Thanks.
How do I create an event in the calendar which has more than 1 day duration?
Or would I be better recording this sort of event as a task or project?
Storage Space Exceeds error
I get the error Storage Space Exceeds when I try and upload image to either Documents folder or attachments in milestones. I have no files in projects and the size of the image is about 100Kb
Access for Everyone
We are looking at potentially purchasing ZOHO. However one of the things we want is to have all users (approximately 18) have access and report off all open tasks and projects. Would the only way to do this is make everyone an Admin?
Project Events not updating in Google Calendar
Hi everyone, I had set up my Google calendar so I can see my Project events. It was working fine until today when it stopped synching. I have logged out and in of both Zoho and Google. Removed the calendar and re-added it back in, but it is still stuck at the calendar from yesterday. Not sure what else to do. It is making my planning complicated. Thanks in advance, Jessica
add log time not working properly on firefox
Hi, before last update, with firefox I could do this: open a task go to the time log tab add as many log time as I wanted by clicking on the blue button 'add log time' After the update: - If I open the task with chrome, I can still add as many log as I want - If I open the task with firefox, I click on the blue button but nothing happens. Can you replicate it?
Fetch Portal ID for new REST API V 2.0
Hi, I need to fetch the "Portal ID" of my organization so that i can use new "Rest API V 2.0 API". I used the following URL but cant able to fetch the ID. https://projectsapi.zoho.com/restapi/portals/ Am i missing anything in the URL ? or should i pass any parameters with the URL to get my "Portal ID" ? Anyone please help on this. Regards, Prakash kannan k
Allow Manager to "View by Client"
Is this possible? The option only appears for Owner and Admins.
Attachinga a file to a bug
I'm trying to make an import from our bugtraker to zoho... What I'm missing is hou to use the uploaddoc field in the create bug api! https://www.zoho.com/projects/help/rest-api/bugs-api.html#alink3 How can I associate a file to a bug? I cannot find this also inthe wrapper: https://help.zoho.com/portal/en/community/topic/zoho-projects-rest-api-wrappers edit: What I'm using now is python
Kanban - Priority view: Can't see or scroll to see "high" priority view
Can't see or scroll to see "high" priority view. What do you advise? Here is the example in the tutorial that has the same problem. Where is are the kanban cards for the tasks set to high priority:
Zoho Support Integration
If you use Enterprise plans of Zoho Support and Zoho BugTracker add-on within Zoho Projects, you can log bugs in Support and track their progress from Projects. Once a ticket is logged in Zoho Support, the support rep can file it as a bug. The bug will now show up in the corresponding BugTracker module of Zoho Projects. Integration: As a Portal owner, you can integrate Zoho Support with Zoho Projects. Navigate to Portal Settings in Projects and note the ZSC Key and email ID from Developers
Tip # 14: Quick Tips for Better Task Management
Many of us find that as we learn more, we need to revisit the basics more often. And this is true with our Tasks module. So, check out these really quick tips with your tasks. Convert tasks to subtasks When you look at some of your projects, it might be clear that some tasks can be nested within others, since they represent smaller chunks of the bigger tasks. To keep your tasklists without any clutter, you can convert tasks into subtasks. That way, only the bigger task show up in the list, and the
Resource Leveling
Hello, I've looked through the documentation and can't find anything referencing creating baselines, automatic planning of dates based on effort or resource leveling. Does such functionality exist? Thanks in advance!
Project Dashboard - Status email notification
Hi, some staff members at my company has been using Zoho Projects for a few months now and we love it! One thing though I am a little unsure of though and would like a little advice please.... Whenever we make any changes to Tasks, Milestones, Forums or comment on these the correct staff who are members of the project will get an email to alert them a change has been made which is good. I also get weekly messages about unassigned tasks and a digest of any tasks outstanding. However, no one seems
Calendar changes
So our company "projects" all depend on scheduling of the jobs before/after them. If we get rained out one day, that bumps All the jobs after that out one day back since these are All separate projects, it takes up ALOT of time to push them all back a day - not to mention there is no easy way to do it since we have dependency's set in all our projects. Is there a way to MASS move all the projects at once? Or do I have to individually have to move 30+ projects back one day? If I do need to individually
Importing task dependencies from MS Project
Hi, I am currently using the Import tasks option in the Classic view. When I come to the "Associate XLS fields with the task fields " option there is no option to import the dependencies of tasks (predecessors in MSPP) . This becomes a problem as I will need to manually set the dependencies again in Zoho. Is there a workaround for this? Please do let me know. Regards, Gehan
Get start and end times of a timesheet from API
From web interface, it's possible to add a timesheet with a start time and an end time. But from Timesheets API, it's impossible to get these start and end times (we have just total of time). Is there a other way to get start and end times of a timesheet from API?
zoho bugs
Can i add or change the status of bug apart from the default status in the system??
Zoho CRM supports Zoho Projects integration
Signing on a new customer is quite a challenging task. You generate leads, go through endless negotiations, put forward your best points and then wait for the customer to accept. This however, is only half the battle. Once the customer is onboard the wheels are set in motion and work begins and you tend to lose sight of the product delivery. How would you address this? Create and track projects from within your CRM module and have a hold on the customer life-cycle. What project features can I access
view all milestone timelines in one chart?
is there a way to view milestones from all current projects on one horizontal chronological chart? to see when we will be busiest, what project phases are coming up etc? I'm talking about all my project milestones in one view.
Inaccurate Data
I am having these issues... At the time of reporting several weeks using Timesheet by Project and Memebrs reporting feature, my reports does not show all the weeks checked off by my boss. His reporting does but not mine, both are based on the same underlying data. Why is that? The timesheets for certain employees seem to go blank at times and suddenly the data appears weeks later. What's going on? Thanks for helping.
Sorting Archived Projects
The alphabetical sorting feature for archived projects has not been working for me for the past several months. When you click on the "sort alphabetically" link, nothing happens. Is this problem specific to me?
Tip #13: Zoho Projects - 3 Tips to Save Your Time
Hi, Welcome back to explore some cool stuffs that you missed out until recently in Zoho Projects. Have a quick look at these three interesting and petite features which will be helpful in your daily project management process. Here we go! Specify the duration and define the end date You cannot estimate the start and end date for all the tasks in your project. Some deadlines can't be determined because of the type of
The Power of Automation - Part 3 (SLA)
Over the last two weeks we saw how certain aspects of the bug workflow can be automated and how updates can be sent so you don't miss out on important events w ith Business Rules and Notifications. It takes a lot off the mind. However, what about the critical nature of the bugs themselves? Service Level Agreements (SLA) ensures that your bugs get the right treatment at the right time. Let's say the bug is nearing the due date and no progress has been made. Wouldn't it be convenient if the bug is
Zoho Projects turns 10 - A decade and still counting...
Hey you all, just sing along; Hey you all, we’ll rock it on; This new trip is gonna be fine! It’s gonna be swift and it’s yours and mine! Who wouldn’t like to pen down a song when happiness brims over? I am no exception ;) Yes! Zoho Projects turns ten and we would like to thank all of you for making this happen. Here’s a quick glimpse on our journey so far You believe in us. We grow with you. Here’s to many more years of togetherness. Keep the love coming. Tweet to us with #ManyHappyProjects Cheers,
Project Baselining functionality?
Is there any way to create a baseline schedule for a project? I'd like to be able to modify dates to reflect reality as a project unfolds, but still be able to measure performance back against the original plan. Thanks
Integration of ZOHO CRM, ZOHO Projects, ZOHO Meeting and ZOHO Calendar
Hi I want a single view which shows me all my appointments and tasks from ZOHO CRM, all my tasks from ZOHO Projects in ZOHO Calendar. It looks like this should happen as there appears to be a sync with ZOHO Reports but when I have tried this I can see my CRM events but not the tasks from ZOHO projects Any thoughts Nick
The Power of Automation - Part 2 (Business Rules)
Last week we saw how to configure notifications to make them less cluttered and more relevant. With numerous bugs cropping up it takes a lot of time and effort in tracking and updating records. What if you could automatically assign a bug to a developer based on the module or severity? This week we shall focus on automating bug related tasks which are repetitive in nature or whose flow is preset thus saving time. Business Rules The automation tool in Bug Settings lets you create Business
Customized role based permissions
Hello, How can I configure customized role based permissions for various roles e.g. PM, TL roles etc.?
Can I make ruled line displayed on the Gantt chart especially when printing?
Is there any way I can get every single task display ruled line on the Gantt chart? I need all of them to show up with ruled line so that I can easily match each task and its duration especially when I print the chart. Or what should I do if there is any other way to do so? Please help!! Thank you.
How to delete a project (and restart from scratch) ?
After a few week of 'playing' with zoho project, I want to restart everything 'from scratch' However, I can't find a way to delete everything...
The Power of Automation - Part 1 (Notifications)
Over the years, projects have increased in complexity. Workflows are dynamic and the number of people involved is huge. With numerous stakeholders, both internal and external, in play, collaboration is the key. How do you connect the dots? How do you stay on top of such a complex engagement? Zoho Projects has the answer. With our automation settings you can configure Notifications for your bugs. Create email templates and get notified every time a bug is created or modified. Inside a project,
Zoho Projects "My Calendar"
Is there anyway I can get all the task to run across the calendar? My task from July are not showing up in Aug when the end date is Aug. It shows a few of them and a +29 at the bottom. I need all of them to show up. Please help!!
Printing custom views from Gant schedule
Hi It would be really nice if you could adjust more settings when printing/exporting a Gant schedule from zoho projects. For example, at my office I have a printer able to print papers with dimension 297x1200 mm. It would be nice to set the export/print to have the task list to the left (as normal) but then expand/stretch the current view of the schedule to fill out the rest of the paper. Is this possible? Best Regards Daniel
Can you add and edit bugs from mobile app?
I would like to know if you can add or edit bugs in the mobile app, this would be a useful tool to be able to add short tasks ( Bugs) that are a one off to a colleague from anywhere. What controls does the mobile app provide for Bugs management?
Organizing or re-ordering project names by clients in Active Project View
When on the home page (My Home / My Projects) and looking at the "Active Projects" and selecting "Display Projects by Client" it shows my clients in order they were entered. I would like to arrange them in a different way (by priority). Is this possible to do? I know in the "Show All Projects" view I can sort alphabetically or I can drag and drop to reorder. Can I do something similar in the client view?
Task Comments
Do you currently have plans to add the ability to add comments to a task and if so how soon do you think that will be available? Thanks, SaaS-a-fraser jhunter
Tip #12: Convert a Status to a Task, Bug or Forum
Hola! It seems that you are ready to save two more minutes in your busy schedule. How? Just take a look at this tip and get to know how it becomes a useful functionality in your daily project management process. Focus: Posting a status is now equal to adding a task, bug or even a forum. Purpose: It saves your time and accomplishes your work right within the feeds page. Use cases: -When you want to add a task or bug at the same time, you can just post a status, and convert it to a task or a bug. -Convert
Major bug with files and forum
Hi In project configuration, project tab Organize, i removed the forum and documents options for my clients, so we can review all the work before they can see the final version and have access to it. In tasks when i associatet a file with them, they can see them and open them. But when i associate a forum with them it gives them a not authorized notification. I think this is contradictory because they have access to the documents but not the forums. One solution is to allow them access to the forums
Archiving Old Projects
Is there capability to archive an old project, instead of deleting it? We were working on a project, which is now past. We'd like to save it in order to recall it next year when we'll have to repeat many of the same tasks. Does this capability exist? Thanks in advance for your reply!
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