Spotlight #2: The Checklist extension for Zoho Projects
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 email@example.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 :)
Tip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
Flexible Milestone Invoicing
If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, consider
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
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
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.
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