Spotlight #2: The Checklist extension for Zoho Projects

Spotlight #2: The Checklist extension for Zoho Projects


Hola, folks!
The extension in the spotlight for this fortnight will be Checklist for Zoho Projects. We recommend using its latest version if you have not updated it yet.
 
Things you can do with this extension:
  • Create instantaneous to-do lists for your tasks and issues in Zoho Projects
  • Create checklist templatesnew
  • Convert an existing checklist into a templatenew
  • Reduce the number of subtasks required for a work item
  • Include checklists in your project templates and save more time. Refer to this extension's help guide here.


We would love to hear from you about this extension and how useful it is for your business. You can comment in this thread or write to us at support@zohoprojects.com and it's not over yet! :)

There is also a small announcement that we would like to make in line with our previous post. Yes, we have supported a few more locations to help you build more apps. Here's a summary of all the locations that we support now:
  • Top band or the Top navigation bar new  This location can be used to render an extension that functions at the org level. For example, to create checklist templates for your organization, you have to access the Checklist extension from the top navigation bar and configure the templates. 



  • Project tab new  - You can render an extension as a module in your project. For example, we have implemented a  Tasklist extension where you can manage your task lists like how you manage your tasks and milestones.



  • Attachment picker new - You can attach your files directly from your Google Drive across Zoho Projects. Wherever you see an attachment icon, you get to access your GDrive account. It is that simple!



  • Task right-side panel new - Extensions like  Harvest Cliq , and  Zoho Meeting show up inside the right panel of a task's detail page.
  • Issue right-side panel new   - Extensions like  Zoho Assist and  Cliq show up inside the right panel of an issue's detail page.



  • Task details page - You can render your app as the last tab in a task's details page. For example, the  Checklist Google Drive , and  Zendesk extensions show up here. You can create to-do lists for a task, attach files from your Google account to the task, and associate a Zendesk ticket with your task respectively. 
                 
  • Issue details page - You can render your app as the last tab in an issue's details page. You can access the  Checklist Google Drive , and  Zendesk extensions for an issue like how you did for the tasks.



  • Extension settings page - This location can be used to receive more input from the user. It could be a configuration of the extension or any other functionality that will improve the performance of the extension.


We will see you soon with another extension next time :)  


    • Sticky Posts

    • Spotlight #2: The Checklist extension for Zoho Projects

      Hola, folks! The extension in the spotlight for this fortnight will be Checklist for Zoho Projects. We recommend using its latest version if you have not updated it yet.   Things you can do with this extension: Create instantaneous to-do lists for your tasks and issues in Zoho Projects Create checklist templatesnew Convert an existing checklist into a templatenew Reduce the number of subtasks required for a work item Include checklists in your project templates and save more time. Refer to this extension's
    • Work agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.

      Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects.  Why this integration is a benefit?  This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classic
    • Manage expenses from Zoho Projects

      One of the most difficult tasks in project management is to track expenses and stay within the allocated budget. With Zoho Expense integration it is now easy to monitor and manage project related daily expenses of employees. The integration helps manage complete expenses, right from uploading a receipt to its approval.  ​ What are the benefits of this integration?  Track expenses using Expense reports inside Zoho Projects. View expense along with the actual cost and compare it with the project budget.
    • Tip - 45: Custom Views in Zoho Projects

      Perspective differs from person to person. Customizing your project makes it unique and helps you implement your own perspective. Besides the predefined views, you can now create your own custom views for Projects, Tasks, and Issue as per your preference.   Consider a scenario. Monica owns a construction company and wants to keep track of projects that have exceeded the budget. She chooses Budget Health from the predefined fields and filters the projects with cost overruns. She saves this as a custom
    • Tip 50: Customizing fields and layouts for time logs in Zoho Projects

      Dear users,  We received many feature requests regarding customized timesheet fields from you. A few of them are highlighted below:  "We would like to add a dropdown in a time-log with some custom values in it, preferably connected to a field in a task/issue that sets a default value but can be overwritten." "We have a few projects wherein we want resources to clock hours against specific items. We have multiple sub-projects under a specific client project and would like to capture hours for sub-projects

            Zoho DataPrep Resources


                Zoho CRM Plus Resources

                  Zoho Books Resources


                    Zoho Subscriptions Resources

                      Zoho Desk Resources

                        Zoho Projects Resources


                          Zoho Sprints Resources


                            Zoho Orchestly Resources


                              Zoho Creator Resources


                                Zoho WorkDrive Resources




                                    Zoho Campaigns Resources

                                      Zoho CRM Resources

                                                  Design. Discuss. Deliver.

                                                  Create visually engaging stories with Zoho Show.

                                                  Get Started Now




                                                      Zoho Writer Writer

                                                      Get Started. Write Away!

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