Customer Approval of Project Timesheets
After a session with Zoho Support, it appears, that it's not possible to enable Client Approval of timesheets that are created within Projects.
I have to assume other Projects users have the same need, i.e. Client Approval of timesheets in order to invoice. If so any smart ideas on how you're achieving that?
My hope was that once timesheets are approved in Projects, they would simply flow to the Client Portal where the client can approve/reject, and then we'd invoice.
But oh that it was so simple!
Profiles - Comment Edit/ Delete Permissions
Posting comments under a task, a milestone, or any other module is an important way to collaborate with your team members. You can now set permissions in Zoho Projects to have more control over the module's comment section. For instance, if you want to
Auto-update the Successor Task Status.
Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successor
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Gallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.
Zoho Projects: Quarterly Updates | Q1 2022
We would like to share the quarterly updates for the period January to March. User Hierarchy: Users can enable Hierarchy settings to maintain a tree structure based on user roles. You can assign reporting managers and approve Timesheets based on the reporting
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