Deselect all available Zoho Project Users Check Box when creating a new CRM Contact Project
Currently, if you have Zoho Projects linked to Zoho CRM and you go to a Contact and select New Project You will get to the option to create a new project. The default setting has all Zoho Project users selected, not really an issue unless you have more than 30 or 40 users. Which we do, and to manually go through and deselect all the users that are not required for a particular project is very time consuming. Fear not, I have a script that has helped my team and thought I would share in hopes that
Can the same task appear in more than one task list?
Is it possible to have the same task appear in more than one task list? To be clear, I don't want to copy the task (i.e., create a duplicate version), I want the same individual task to appear in two places, so when the owner of the task updates or completes it, this change of status is shown in both task lists. For example (I'm using zoho projects to help me plan the launch of a new restaurant) I would like the task 'Confirm menu items & prices' to appear in two different task lists, 'menu design'
Reoccurring Tasks
Hi There I have been experiencing an issue with re-occurring tasks not re-occurring on the dates they have been set up to reoccur on- This happens randomly and across different projects and is very problematic. An example which has been picked up on today. A task is set to reoccur monthly , once a month, with no end date. It was due to re occur today 2nd May (which it did) it was completed and closed but has not reoccurred on the 2nd June as it should , instead its skipped a month and reoccurred
Zoho Projects and its Integrated Business Apps
Zoho Projects is integrated with robust applications and services so that you can have one unified suite for multiple business needs. Integrations in project management helps you to work more efficiently with other related operations like sales and marketing, automating support tickets, and so on. With integrated CRM, support, invoice and billing, reporting, and collaboration, means just one software for your entire business. With everything packed in one system and in the cloud, any project data
Tip #4 - Save Your Custom View And Stay Cool!
This tip is all about the new enhancement in the custom view. Excited to know what it is? Then, spend some time in reading about this new feature. It might be helpful, when you are in a high need of enlisting bug details. Why custom view for bugs? Basically, a customized solution will help in solving your problems at ease. Custom view in bugs can help you to group the requisite bug details in your project with a common name. A custom view can further be customized using the filter option. What
My Tasks scroll bug
On the "My Tasks" page with the Classic View, all of the different task lists start out expanded which I like. My issue is when I attempt to scroll down, it appears some Javascript is not allowing that and it instantly scrolls back up. My work around is to collapse the task lists on the top or move to a different view. Firefox 41.0.2 on Windows 10
Private sorting in Task Kanban view
Hello. I am still adjusting to using Zoho as my company has recently switched. I found the Kanban view of My Tasks to be one of the view ways I can organize and understand workflow. The problem is every time I make a single switch of any project, it sends emails out to all people involved in the project A coworker came to me in panic that her inbox was flooded with adjustments I was making. I was just changing priorities and how they're viewed for my own sake - I wan't changing dates or milestones
Task Comments
When I try to enter a comment for a task, I get an error message after clicking "Add Comment". The message says "Please enter a valid comment".
Track hours/minutes - tasks
Hiiiii there, Well the Company I am working for is quite interested to buy some of your Zoho Project Packages, please, instruct me: which one (package) do we have to buy, we need the following to be unlocked so we can have/use/perform: 1. To have a chart that shows us how many hours (sometimes minutes) each daily task will take (so, for example I can see which days I’m working late and when I have some free time in order to take appointments. (I want to see the hours (or minutes) across the charts,
How to assign multiple people to a project.
Hello, I have 140 people in my organization. I have created a generic project for Project Management and want all people to be part of it as it will contain tasks like presales, training, support etc. How can i assign multiple people in shortest time. I cant add people 1-by-1 as it will take too much of time. Regards Vishal
Is there a way to save a custom view within Project tasks like CRM?
I like how in the CRM activities tab, you can save a custom view. Can that be done with Zoho Projects? Also, is there a way to sort by column like in CRM?
Do not let Client Users Access a project
I am brand new to Zoho and love everything so far, especially the ability to connect projects to unique contacts in ZOHO CRM plus! We are have a set series of tasks that must be completed per customer and that is why we are using ZOHO projects. I would like to see which contact is associated with a specifit project on both the project and on the contact record. I DO NOT WANT THE CONTACT TO BE INVITED TO A PROTAL TO VIEW THEIR PROJECT! Is there a way to not invite a contact to view a set project
ZohoProjects CLIENT INFORMATION
Hi, I have a doubt about Zoho Projects: I want to know, if the clien t's information can be hidded for our employees, or if not, if there is some way to make the client to be in contact with the manager and the admin only. Thank you
Any plans of Zapier integration?
The CRM already does this. If projects did, it would be huge!!! https://zapier.com/developer/
Removing Projects
Can anyone advise how to delete projects? I have created a duplicate project in error.
Removing a projects
Trying to remove project that I have created. I have managed to remove the tasks within the project however I am unable to remove the project. Any help is welcomed and appreciated.
Search or Filter Projects by field
Hello, Is it possible to search for projects by a field? Or to filter the results in the Project tabs by a field? For example: I have 150 projects and as an Admin I'd like to analyze projects by owner. Or I am a Manager and I want to view projects by due date. Is it possible? It should be. Thanks, Manuel
Adding viewers to a project
Hi How can I add viewers to a project? I can add users and client users etc but I cant see how you add a viewer to a project? Thanks Alan
Zoho Project - Dates in Timesheet Export are not in Date Format
When exporting the timesheet, the date column comes out as text, not as a date. You have to replace the hyphens with slashes so that Excel will recognize the values as dates. Would it be possible for Zoho to be modified to export the dates as actual date types?
How do I make a Gantt chart??
It seems like this should be obvious, but I don't see anywhere how to view my tasks and % completion in chart form....
Two companies one project account
Here's a scenario I'm trying to figure out a solution to: I have a design company and I work on a ton of projects for another design company. We have our own projects and a lot we do together. Right now everything is very scattered, it would be nice to have all of this in one place. Would zoho projects allow some sort of integration with books where all projects are housed under one roof, but time tracking/billing could be kept separate. Maybe each project could be assigned to one company or the
MILESTONES DON'T WORK IN ZOHO-PROJECTS
The Milestone future in Zoho-Projects does not work properly. Please take a look at Microsoft Project and see how they use Milestones. It's a much better way: There the milestone come at the end of a series of tasks and can be made a dependency. I.e. the milestones is only reached once the last task required for that milestone has been completed. Is there anyway you Zoho can re-configure the milestones to work like in Microsoft Project?
User Can Not See Tasks
We have a portal user that has been assigned to a project, but they can not see the tasklist/tasks. They were able to see tasks yesterday and logged time towards them, but the tasks disappeared for them today. As an admin, I can see the tasks and see the logged time. Do you have any ideas why this user would be having issues? Thanks!
Zoho Projects Integrates with Zapier
Zoho Projects integration with Zapier connects you with more than 500+ apps. Whether it’s managing your data across teams working with entirely different project management tools or have every new task request in Zoho Projects automatically generate a message in Slack. It’s now easy with Zapier automation. You can integrate any app with Zoho Projects and automate tedious workflow with Zapier. What is a zap? Zap is the trigger and action that you configure to automate a workflow. Learn More about
Add label to checkbox
When adding a task, it will be nice if the checkboxes have a label. So please add something like this: <div class="txtDisabled pb5"><input type="checkbox" id="gcalevnt" name="gcalevnt" value="true" checked=""><label for="gcalevnt">Toevoegen aan Google Agenda </label></div>
Dependancy Tab
My Dependency tab opens about 30% of the time while I am working with this view. When I leave the view to go somewhere else and come back to it, I click on the tab and it will load but not open the page. How can I fix this?
Due today
I am trying to get a predefined view which shows tasks due today, tomorrow, day after etc. arranged by day and by the user looking at it. Ideally would be a selection from the left screen menu. Any suggestions?
Prefill a form based on radio answer
trying to write a code to prefill a form field based on a radio box answer Example Buyer First name Buyer Last Name Radio Box has Buyer and Co Buyer are Married if Yes, would prefill the Co Buyer Last Name field with Buyer Last Name Data
Tip #2 - View Project Activities as Timelines
You may sometimes want to view your own list of activities in its chronological order. Say, you want to check the date on which you published a particular blog or you want to view the support reps reply to a customer ticket. All that you need to do is simply click on the user profile from anywhere inside the product. If you happen to click on a user from a particular project, project activities related to ONLY that project is listed. Say, you want to know the activities of a particular user across
Subtasks?
I've created a task activity and a task within that activity. I mouse over the "gear" to the left of the task but it doesn't give me the option of creating a subtask. What am I doing wrong?
Re-ordering Tasks doesn't work
The demos show sub-tasks and easy to use drag and drop to re-order and re-assign tasks/sub-tasks but this feature does not work. You can re-order tasks but if you try to re-assign a sub-task to a different main task it doesn't work. Not sure if this is a bug or just doesn't work by default.
Report Options
Is it possible to create a report that shows things like (for a portfolio of projects): 1. Client identifier 2. Project Title 3. Who the PM is 4. project start date 5. est project end date 6. Project health (green, yellow red) 7. and then a text status field If yes, can it be exported to a CSV or Excel format?
Can the same task appear in more than one task list?
Is it possible to have the same task appear in two different task lists? I don't want duplicate / copy and paste the task, I want the same actual task to be shown in both task lists. For example.. I'm using zoho projects to help me plan the opening of a new restaurant. I like the task 'confirm sales items and prices' to appear in both the following task lists: 'create menu design' (the tasks required to design and produce the physical menu that is given to customers) and 'EPOS system install' (the
Reorder task lists in milestones
Hi I need to reorder task lists within milestones. As at present I am moving task lists about and on the gantt chart the dates are all over the place which is no good? Please help
New in Zoho Projects for this Quarter
We have been busy making Zoho Projects better for you. Here are our latest features and updates for this first quarter. Major new addition in Zoho Projects is our integration with Zapier. You can now integrate Zoho Projects with other apps and automate workflows with Zapier. Explore more about this feature here. Now, Portal Owner, Admins, and Managers can also add followers in the Bug details page. Before this only users in the Reporter and Assignee roles were able to add followers. This is just
Adding Task
I have members that I cant assign task to?
Documents in Zoho Projects - New UI , just for you !!!
In our lives, things keep changing; seasons change; technologies change; people change! - on a positive note though ;) The world, always, changes for the better and so do we. Yes! Our Documents UI has undergone a beautiful makeover to give you a great visual appeal. You have been managing documents with so much of ease in Zoho Projects, till date. What if we say, it's going to be easier than before? More time-saving than before? And above all, more user-friendly than before? Yes! We are sure that
Need Confirmation (Are You Sure...?) for Mark Task as Complete
Regarding Tasks List, Mark as Complete (between Edit Task and Add Note) on drop-down menu... I very often find myself ACCIDENTALLY closing out Tasks on Task Lists because there's no confirmation (Are You Sure...?) prompting me before I close out a task. Of course, I know how to get back to the view by changing the filter Status from "Open" to "All" or "Closed". However, I'm the business owner. I CARE enough to fix a mistake like this. Add much-less-caring employee or contractor to the mix, who's
Tip #1 - Best Practice Tips for Better Search Experience
Searching what you want is easy in Zoho Projects, especially with our universal search. Here are some of our best practices to enhance your search experience: Search box is easy to find Our search box is easy to find as it is located at the top right corner, which you cannot miss. Search is universal No matter where you are within a project, you simply need to hit the keyword that you are looking for to retrieve what you want from the displayed search results. You can search for any keyword from
Weekly Log Time - Can't Select Certain Projects
Hi - I'm in the Weekly Log Time view and when I push the drop down button for Select Project, only a certain number of my projects are available for selection. I have 12 projects where I'm assigned tasks, but I can only select from seven. All of the projects were created rather quickly from the same template. I'm wondering if there's some setting that I haven't applied to all the projects that's preventing me from doing what I want to do. Thanks for any and all help!
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