Tip 50: Customizing fields and layouts for time logs in Zoho Projects
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 however time sheets only provide the option of selecting Project and Task."
- "Is it possible to add a custom field to our Timesheet records? We have our time in the Timesheet and we filter for a time period and approve the time. Then I’d like to be able to mass update those records with an Invoice Number."
- "I want to add "Location" with a dropdown of values that we can control when a user submits a time log entry."
We heard all of you! :) Yes, you can now create customized layouts and fields for your time logs based on your project's requirement. Refer to the following demonstration to learn how a construction company uses customized fields for their timesheet module.
You can access this feature's help documentation here and leave your feedback as comments below. If you have more ideas to enhance this customization, please feel free to write to us at email@example.com
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
Gallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.
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
Time Tracking in Zoho Projects
Time tracking is one of the important aspects of project management. In Zoho Projects, you can schedule tasks and restrict work hours by enabling the Time Log Period Settings and Time Log Restrictions. Here are some of the timesheet settings in Zoho Projects
Tip#28: Project Timeline Gantt in Zoho Projects
Hi Folks! As part of the tips and tricks series, we are back with a tip on Project Timeline Gantt. Here’s how you can use Project Timeline Gantt 1. Prioritize your projects based on percentage completed and focus on the projects that are currently in your pipeline. Hover over the project name to know percentage completed. 2. Visualize your projects on the Gantt plotted for 3 consecutive years - previous year, current year and next year. You can adjust the timeline view from fit to max. 3. Navigate
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