Projects log in/password procedure
I would like to log into Projects. However, I tried my username and password, but no luck.
Also, the sign in doesn't seem to be suitable for individual users. Log in now reads:
Organisational name
Portal URL
Admin e-mail ID
I am hesitant in case I end doing something wrong, or it taking me an enormous amount of time for nothing. You chaps have any advice?
Writer
Get Started. Write Away!
Also, the sign in doesn't seem to be suitable for individual users. Log in now reads:
Organisational name
Portal URL
Admin e-mail ID
I am hesitant in case I end doing something wrong, or it taking me an enormous amount of time for nothing. You chaps have any advice?
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
rishikrish
Sticky Posts
Four types of task dependencies
"Nothing is particularly hard if you divide it into small jobs." - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks ariseTip: How to print the Gantt View
Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestonesProject Management via Emails in Zoho Projects
We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn moreTask and Project numbering
Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs. Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasksTask Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Zoho CRM 差し込み文書テンプレート if文
Zoho CRM の差し込み文書のテンプレートを作成しています。 フッターにページが 2ページになる場合は、「次葉へ」と言う文字を表示したいのですが、ページ数による判断はできないのでしょうか？ 現在はサブフォームの行数で判断しているのですが、複数サブフォームを差し込んでいるので、合計何行で2ページ目になるのか把握が難しく、ページ数で判断できればうれしいなと思い、質問させていただきます。 ※行総数はワークフローでレコード保存時にカスタム関数でサブフォームの行数をカウントして数値を保存しています。Record payment: Payment Mode vs. Deposit To and how to "connect" them!?
How do we set up that when we choose: "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose "Payment Mode"=Allow split times for business hours feature
It would be great to be able to set business hours multiple times during the same day. For example: Monday from 9am - 1pm, and then from 2pm - 5pm This would allow calls to be sent straight to voicemail during 1pm-2pm during lunch break.Add Knowledge Base KB Articles to multiple categories
Greetings, Love you help center system. One item that would be incredibly helpful to many of us would be able to add a single Knowledge Base KB article to multiple categories in our system. It seems it could be quite easy to use a checkbox form, insteadPeppol integration zoho invoicefu
Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanicError in formula
Can someone PLEASE tell me what is wrong with this formula? Formula return type, I have tried string and decimal fn.Year(fn.Now())-fn.Year(${cf_purchase_date}) I keep getting the following error. Incorrect argument type passed for function Year ThanksSync “Display Author Info” Setting from Zoho Desk to Zoho SalesIQ
Dear Zoho SalesIQ Team, We’d like to suggest a refinement to how Zoho SalesIQ displays knowledge base articles that are synced from Zoho Desk. Current Behavior Zoho Desk allows us to control whether author information (name, profile picture, etc.) isRespect Help Center Visibility Settings for Knowledge Base Sync Between Zoho
Dear Zoho SalesIQ Team, We’d like to suggest an important improvement to the integration between Zoho Desk and Zoho SalesIQ with regard to the knowledge base synchronization. Current Behavior SalesIQ offers excellent functionality by allowing us to syncEnhancing Answer Bot's Capabilities
Wouldn't it be amazing if the answer bot could directly search for answers in our database, FAQs, articles, etc., without needing to display the entire article? without relying on external tools like ChatGPT This way, it could provide concise and relevantCentralize and Streamline Zobot and Flow Control Settings in Zoho SalesIQ
Dear Zoho SalesIQ Team, We would like to suggest a crucial improvement to the current setup and configuration experience within SalesIQ. Problem Statement Zoho SalesIQ currently offers three primary mechanisms for handling customer chats: Answer Bot –Client Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that wouldShow Attachments in the customer portal
Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.Custom Formula
Good day, I am trying to create a formula field in Zoho Desk to calculate an age, but I'm having trouble figuring out how to make the formula. This is a formula I found, but it keeps telling me the wrong field name. Can someone please help me? Field name:Click to edit fields with Canvas layout
Hi, I have integrated new layouts using Canvas and its been going well so far. Although I cant seem to figure out how to change the fields so you can click anywhere on it to select or edit the field. Now a small pencil will appear next to the field youShow Custom CSS Changes in SalesIQ Preview
Hello Zoho SalesIQ Team, We truly appreciate the ability to customize the chat window using custom CSS via: Settings > Brands > [Select Brand] > Personalization > Appearance > Upload Custom CSS. This flexibility is extremely helpful in aligning the chatLight Agents for External Users
We are currently on the Zoho One version of desk and cannot create any light agents. We would like to create light agents for external users in order for them to see their tickets and approve changes.Inquiry Regarding Accessing Multi-Select Field in Pivot Chart
I'm currently working on a project and would appreciate guidance on accessing and utilizing a multi-select field within a pivot chart in Zoho Creator. Could you provide instructions or resources to help me implement this feature efficiently? Your assistanceWhat should I be using Salesinbox or Zoho Mail
Hi everyone, I again find myself a little confused by the Zoho offering. I am a long time Zoho CRM and Zoho mail user. About a year and a half ago, Zoho mail had a major update and things like streams were added. We have learned to use the new features, although I am sure not to their fullest. Now while getting help with an issue that I had with emails associated with Contacts in CRM, I now have just discovered that I have Salesinbox. OK, so it looks pretty cool, but now I find myself again in{"error":"invalid_client"}
Im sending POST query to https://accounts.zoho.com/oauth/v2/token like this described in https://www.zoho.com/crm/help/api/v2/#generate-access article, but got error {"error":"invalid_client"}. Im first thinking that this my mistake, but after this IDigest Mai - Un résumé de ce qui s'est passé le mois dernier sur Community
Chers utilisateurs, Encore un mois vient de filer à toute vitesse chez Zoho Community France ! Jetons un œil à ce qu’il s’est passé. Vos données non structurées méritent mieux qu’un simple stockage. Avec WorkDrive 5.0, Zoho vous propose une solution intelligente,Looking to Hire: Zoho Creator Developer for Vendor Dashboard Portal
We are a Florida-based licensed liquor distributor using Zoho Books, Inventory, CRM, and Analytics. Many of our vendors are also our customers. We’re looking to build a centralized, secure Vendor Dashboard Portal in Zoho Creator that gives access to real-timeCreate your own convert feature in Zoho CRM | Kiosk Studio Session #7
In a nutshell: Want to replicate the leads-to-contacts conversion flow for your custom modules? Use Kiosk Studio to build a convert feature in less than one day—with zero code—that enables the following: Conditional approvals Dynamic module mapping AutomaticSplit View for Zoho CRM : Break down Your Module Data for Smarter Selling
Hello Everyone, We’re excited to unveil Split View, a powerful new way to explore and interact with your data in CRM For Everyone. In addition to the recent new module views --- Chart View, Timeline View & Grid View, we've added Split View as well toSome website items no longer centered.
At some point (probably after some Zoho Sites updates) my items on the website stopped being centered. I just noticed it now so unsure when that change happened: Strange as it is - I entered the editor and I can not find the option to move them back inSwipe, Snap, and Submit Instantly with Zoho Expense's Real-time Feeds
It's time your employees enjoy the smoothest expense reporting experience ever. It's time to switch to Real-time Feeds by Zoho Expense. Upgrade your Zoho Expense experience with real-time corporate card management for the fastest, easiest, and most accuratehow to set the recency in segmentation rules in the last X days?
I just change the segmentation rules recency to be like this: I want score 5 if the deal won time is in the last 30 days I want score 4 if the deal won time is in the last 60 days I want score 3 if the deal won time is in the last 90 days I want scoreIssue with Schedule Workflows – "Usage Limit Crossed" Error
Hi Zoho Support, We are currently facing an issue with the scheduled workflows in our Zoho Creator application. We are receiving the following error: "Usage limit crossed" for schedules. However, when we checked the usage statistics for our Creator app,Card Scanner app creating duplicate Accounts
Hi all, I recently added Card Scanner app by ZOHO on my phone. I scanned several business cards, and realized that there were some newly added Accounts. Let's say there is an Account named ABC (US) CO., LTD in our system already. The app scanned the businessHow do I create a time field?
I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a fieldIntroducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the recordZoho Forms CRM Field Mapping
Using the Zoho CRM Field in Zoho Forms, there is no direct integration between the Zoho Forms Time field, and Zoho CRM. We use this single field in most of our client-side forms to collect information. Initially reading this request, you might think thatHow to Improve the Speed of the Website Zoho Commerce
Is there another way to improve the speed of the website in Zoho Commerce that was created?Free Webinar - Fundamentals of Zoho Sign: Overview and latest updates for new users and evaluators.
Hello there! Want to get the most out of your favorite digital signature provider? Did you miss our last session on Zoho Sign features but eager to learn more? We have just the thing for you! Join us for the second edition of our free monthly webinar:【Desk ナレッジベース】 記事自体のフッターのカスタマイズについて
お世話になります。 サービスのヘルプセンター構築のために、Deskとナレッジベースを使い始めていますが、 構築にあたり以下の質問があります。 ・質問 記事自体のフッターにある「評価」と「共有リンク」（添付ファイル参照）を非表示にしたいのですが、 これを非表示にするのはどうしたらよいでしょうか。 ヘルプセンター自体ののヘッダー、フッターはカスタムできるのですが、 記事そのもののフッターはカスタムできるところが見つかっていません。 もしご存知の方がいらっしゃいましたら、教えて下さい。Timeline View in CRM - a linear way to visualize records over time
Hello all, We would like to introduce the next phase in our quest to deliver a seamless user experience as part of the CRM for Everyone: the Timeline View. It allows you to visualize your records plotted across a given timeline. You can view the recordsSalesIQ not loading on mobile
We have installed the snipped through Google Tag Manager and it's working as it should on PC but the widget is not loading on mobile. Is there something we're doing wrong from our side? Edit: Widget seems to be loading just fine on Android and the problemIs there a way to disable the Activity Reminders Pop-Up Window every time I log in?
Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks ChrisUnable to make calls at the moment.
One of our employees has been getting this message all day when trying to make an outgoing call. We use the zoho phone bridge, and all other employee calling works as intended.Importing multiple Zoho backstage events at once
Currently it seems it's only possible to import data from one Zoho backstage event into Zoho Analytics using. This means that if you have 10 events, you have to import them all separately into Zoho backstage. What I would like is to import all eventsHow can an employee edit their tax withoholdings / w4
I have an employee who has already been onboarded and wants to adjust his tax withholdings / W4. I would prefer that employees have access to make this change themselves without relying on an admin. How can they do this?Next Page