Milestone Layouts and Fields
In Zoho Projects you can now create customized layouts and fields for your milestones based on your project's requirement. Create custom sections and add custom fields to the sections to create new milestone forms and capture relevant information.
Customize milestone forms using sections and fields.
Create appropriate milestones across multiple projects
Create custom status for milestones.
Associate a milestone layout across multiple projects.
Consider a scenario where you are the owner of a construction company. The construction requirements for a commercial unit are different from those of a residential unit. In order to track your milestones efficiently, you can create a separate milestone layout for commercial and residential projects, customize them by adding fields and associate them with the appropriate project.
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
Custom Function for Milestone Auto-Complete
A custom function is a of software code that can help automate a process. Users can write their own Custom Functions using deluge and call them from a workflow. Let us take a look at how custom functions can help organizations manage their workflow. Custom
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
Time Log Threshold for Reminders
In Zoho Projects, the admins can now set a threshold for Time Log reminders. The user will be notified if the entered log hours are less than specified duration. For instance, if the admin sets 9 hours as the threshold and if a user logs 8 hours, a reminder
Tip #33: Restricting time logs for past and future dates
Here's a tip on how to restrict users from entering log hours for the past or future dates in the Timesheet. Once timesheets are approved the invoice is generated for the month. If an employee makes changes to the past dates, the changes will reflect in the reports of the subsequent month. Reconciling this data with the previous month's invoice can be confusing and time-consuming. To avoid errors, the users are denied permission to add or edit past hours in the Timesheet by choosing the Don't Allow
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