Q4 2016 - Zoho Projects

Q4 2016 - Zoho Projects


"New beginning with new hopes

  Carrying along those pleasant memories

  Gearing up for the next ventures

  Getting ready for another journey of challenges

  And, here comes yet another year of happiness and joy"

Yes! This new year is all set to gift you a lot of surprises. Just one week past the new year celebrations, we are all back to work. We at Zoho Projects are happy to share the latest enhancements that we went across in the last quarter. For those who've missed to check our latest enhancements, here goes this post to give you a brief.

Highlights of the last quarter - 2016

Staff-based Billing

Until recently, you were able to generate the invoice based on project hours. Now, you can evaluate each employee's effort by using the staff-based billing . According to the type of project, you can choose your billing method. If the project requires different types of user rates for different skill sets, you can go in for staff based billing. And, if the project carries the same user rates throughout, then you can use the project-based billing. 

New home for Support 

Now, you can easily get in touch with our support team and post your queries. Click the Need Help icon in the bottom right corner of your project and select Support. You can click on each module and view the most frequently asked questions. And, you can also submit a request.

Export Users by Portal and Project 

You can now view all the users and their rates per hour using the Export Users feature. Only the Portal Owner can access this feature to view the user rates.

Timesheet Project Report

Get the last logged time for all the projects in your portal using the new Timesheet Project Report. Click Home in My Timesheet and select the Others Actions in the top right corner of the page. Click Project Report and view the last logged time for all the projects.

Pie chart for Tasklists

Track the performance of your tasklists at one glance. Click the tasklist and select the Chart View. You can view the tasks by user, status, priority, and the percentage completed.

Bulk update in My Tasks

When you want to move 10 tasks to another tasklist, you manually select each task and move it to another tasklist. But, what if you've 50 tasks which need to be moved to another tasklist? Moving each task will kill time.  Now you can close or move tasks, change their owner or priorities in bulk from My Tasks in Classic view .

Add attachments in Bugs

Now, you can add attachments while resolving a bug. Click  Resolve Bug in  Other Actions . Change the status, type the resolution, and attach files and update the bug.

Resplendent Chat module

Our Chat module is now adorned with a vibrant look and feel. Try out our new Chat feature and experience the feel-good conversations with your team. 

Try out these new enhancements and let us know your feedback. Meet you in the next quarter with more new additions. Don't forget to watch this space.

Once again, wish you all a happy new year!

 

Regards,

Monica. R

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts



                                                              • Sticky Posts

                                                              • Project Management Bulletin: Q1 2025

                                                                The first quarter of 2025 has flown by! Here at Zoho, we're pausing to appreciate all the goals we've hit so far. With this momentum in mind, we're excited to share our first edition of the Project Management Bulletin, where we'll discuss highlights from
                                                              • Catch Zoho Projects' New Video Series!

                                                                We have a refreshing update! Zoho Projects' How-To Video series is now live on Zoho Projects' Help page! The video series intends to provide significant information about Zoho Projects' features and solutions that would help users make full use of Zoho
                                                              • Resource Utilisation is now Workload Report

                                                                On behalf of the team, I am thrilled to share a significant transformation in one of our pivotal features – the current 'Resource Utilisation' chart is now reborn as the more versatile and insightful 'Workload Report'! It is not about just the name change.
                                                              • Business Hours, Skip Weekends and Holidays

                                                                After taking the customer requests to heart, I am glad to share with you about the launch of the much requested and awaited feature - Business Hours, Skip Weekend and Holidays. I know this feature is going to be a big one with way it helps you in organizing your work. You can select the preferred business hours, holidays and working days under Date Format & Business Hours settings. The benefits you will enjoy out of this feature are: Customize your holidays Organize your work better Enhanced recurrence
                                                              • Deprecating Support for Authtokens in Zoho Projects

                                                                Dear Users, Authtokens and OAuth are currently used to authorize third-party applications to access Zoho Projects. However, going forward we will not be supporting authtokens. This means that effective 1st December, 2020, you will no longer be able to


                                                              Manage your brands on social media



                                                                    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

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner







                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)

                                                                                                                  I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation
                                                                                                                • Zobot with Plugs

                                                                                                                  Hello, I am having a problem with Zobot using Plugs. Here is my current flow: When I run the flow, I should immediately see the messages from the initial cards (Send Message cards), then after running the plug, and finally, see the messages after the
                                                                                                                • Print a document from Zoho Writer via Zoho Creator

                                                                                                                  If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer
                                                                                                                • Is it possible to use HTML formatting in SMS messages sent from Zoho?

                                                                                                                  Hi everyone, I have a question regarding sending SMS from Zoho When we send emails from Zoho, we can include HTML code to format the message (like adding links, styling, etc.). Is it possible to do something similar when sending SMS messages through Zoho
                                                                                                                • Zoho Sign 2025–2026: What's new and what's next

                                                                                                                  Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.
                                                                                                                • Training for How can i Operate the Software Features

                                                                                                                  need to Help for Training of the ZOHO Billing Software
                                                                                                                • Automating Vendor Contract Management between Zoho Contracts and Zoho Books using Zoho Flow

                                                                                                                  Managing vendor agreements across procurement and finance systems often requires manually downloading executed contracts and attaching them to vendor records. This can become time-consuming and difficult to manage when dealing with a large number of contracts.
                                                                                                                • Problem applying batch operation error keeps looping that error

                                                                                                                  Problem applying batch operation error keeps looping that error an wont login
                                                                                                                • Shared Email Sending Duplicate Copies of Emails

                                                                                                                  Hi there, We recently have moved our info@ email to Team Inbox to trial. We set this channel up using the Microsoft setup which works fine and have 3 users. I am wanting to know: 1. When I send a new email, it will create a copy of that email and send
                                                                                                                • merhaba

                                                                                                                  merhaba sosyal medya paketimiz mevcut ama yorumları göremiyoruz ve o yüzden cevap veremiyoruz destek rica ediyoruz.
                                                                                                                • Teaminbox not working

                                                                                                                  We couldn't send or receive any mail within the team inbox. Displaying error 'Unable to process this request.'
                                                                                                                • Related lists New option in missing

                                                                                                                  hi I have created quite a few modules and added as related lists to my main module. Some have new, some dont I can not see why?
                                                                                                                • Detailed list of scoring rules in Zoho CRM

                                                                                                                  Good morning Zoho community, warm greetings The reason for my message today is that I have a problem with my CRM, which I will explain below: Our organization has scoring rules designed to rate our potential customers or leads in the application based
                                                                                                                • Cliq and ToDo integrations?

                                                                                                                  I'm a bit surprised not to find any way to open a Cliq chat for the current thread, or to create a Zoho Mail ToDo from a thread. Are these on the roadmap?
                                                                                                                • Reply-to names are mangled

                                                                                                                  Hello, I'm seeing an odd behavior in replies. Steps to reproduce: 1. Click reply to an email from "John Doe <doe.john@example.com> in TeamInbox Expected outcome: TO field pre-filled with "John Doe <doe.john@example.com>" Actual outcome: TO field pre-filled
                                                                                                                • I CANT UPGRADE MY FREE ACCOUNT

                                                                                                                  I TRY TO UPGRADE MY FREE ACCOUNT AND I COULD NOT UPGRADE IT CAN SOMEBODY TELL ME WHY? AND I HAVE THE MONEY SO.
                                                                                                                • Level up your ASO game with tags & categories in store reviews

                                                                                                                  Introducing tags and categories in Apptics' store reviews Dear Apptics community, If your app is listed on the Play Store or App Store, you already know how important store reviews and ratings are. They’re one of the most direct signals of user sentiment
                                                                                                                • Including attachments with estimates

                                                                                                                  How can attachments be included when an estimate is sent/emailed and when downloaded as a .pdf? Generally speaking, attachments should be included as part of an estimate package. Ultimately, this is also true for work orders and invoices.
                                                                                                                • Adding VENDOR SKU to PURCHASE ORDERS

                                                                                                                  how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .
                                                                                                                • Possible to freely prompt/query CRM data using Zia?

                                                                                                                  Is it possible to prompt Zia to query on any information stored in the CRM, especially on the data stored in custom text fields? My use case is the people in my organisation have entered lots of text in custom text fields to capture information from an
                                                                                                                • Restrict employees to take only one day holiday from a multi-day festival holiday

                                                                                                                  Hi everyone, I have a requirement related to Optional/Festival Holidays in Zoho People. For example, in the month of May there are three optional holiday dates: May 11, May 12, and May 13. Employees can choose one of these days as their optional holiday.
                                                                                                                • Cannot modify colours in invoice email template

                                                                                                                  I have tried switching browsers... but I cannot change the (pretty horrible) default colours in the preset email when sending an invoice... the blue banner, red outstanding total and the bright green button... I can change other things but not the colours?
                                                                                                                • Cannot find zpuid for Zoho Projects user

                                                                                                                  I'm using the Zoho Projects v3 API to create a task. The task is created successfully, but in order to assign the task owner, the "Create a Task" API also requires the zpuid of the task owner. Unfortunately I cannot find any user-related API calls that
                                                                                                                • Print a document from Zoho Writer via Zoho Creator

                                                                                                                  If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer
                                                                                                                • Allow styling for specific Subform fields in Zoho Creator

                                                                                                                  Sometimes in forms we need to visually highlight a specific field inside a Subform (for example Sanctioned Amount, Approved Value, Critical Fields, etc.) so that users immediately notice it while entering data. Currently there is no direct UI option to
                                                                                                                • Career site URL - Suggestion to modify URL of non-english job posting

                                                                                                                  Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL
                                                                                                                • 3/18 オンライン勉強会のお知らせ Zoho ワークアウト (無料)

                                                                                                                  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら(無料) https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。
                                                                                                                • New 2026 Application Themes

                                                                                                                  Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position
                                                                                                                • Placeholder format in Number field does not reflect Max Digits configuration

                                                                                                                  When the Max Digits (Maximum digits of number) property is set to a smaller value (for example, 2 digits), the placeholder in the input field still displays a 7-digit format (#######). The same behavior can also be observed in Decimal and Currency field
                                                                                                                • How does SKU work when selling products in parts in Zoho Inventory

                                                                                                                  Hello everyone, Zoho Inventory does not understand the physical cutting of the piece.. It only tracks quantities of the unit (like feet ). So when you sell part of an item, the system simply reduces quantity for that SKU. Assume that i have a 50 ft long
                                                                                                                • Ability to Attach Record-Specific Files Automatically in Workflow Email Templates

                                                                                                                  Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM record
                                                                                                                • CRM Cadences - working timesThe Friday afternoon? The next Monday morning? Not at all?

                                                                                                                  I think I’m writing saying that cadence emails are only sent during the organisations set working hours in CRM. So if a particular email is set to send for example in three days and that lands on a Sunday (when working hours are not operational) when
                                                                                                                • CRM Cadences - working times

                                                                                                                  I think I’m right in saying that cadence emails are only sent during the organisations set working hours in CRM. So if a particular email is set to send for example in three days and that lands on a Sunday (when working hours are not operational) when
                                                                                                                • Push Notification for New Bookings in Zoho Bookings App

                                                                                                                  when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?
                                                                                                                • Trying to access records in a custom module in Zoho Desk and not having luck

                                                                                                                  I've built a custom module in Zoho Desk and am using a custom function to query the records in the module and I'm not having any luck. The only way I have found to retreive a record is by getting it by its recordID (the long zoho assigned one). The function
                                                                                                                • Intergrating multi location Square account with Zoho Books

                                                                                                                  Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.
                                                                                                                • Add the same FROM email to multiple department

                                                                                                                  Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.
                                                                                                                • Zoho Desk View Open Tickets and Open Shared Tickets

                                                                                                                  Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).
                                                                                                                • Clone Banking Transaction

                                                                                                                  Why is there no option to CLONE a Transaction in the Banking module?? I often clone Expenses (for similar expense transactions each month) so I would also like to clone Income transactions. But there is no option in Banking to clone an existing Income
                                                                                                                • Organization wide Account and Contacts Visibility/Sharing Capabilities?

                                                                                                                  Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to
                                                                                                                • Next Page