Zoho Projects: Quarterly Updates | Q1 2022

Zoho Projects: Quarterly Updates | Q1 2022

We would like to share the quarterly updates for the period January to March.

User Hierarchy:
Users can enable Hierarchy settings to maintain a tree structure based on user roles. You can assign reporting managers and approve Timesheets based on the reporting hierarchy. Users can also view the details of their direct reports.

You can now view the Timesheet's Day, Week, and the Month time frames in a Grid View . You can also export this data with filters applied. If a criteria is not filtered, the entire data set will be exported.

Custom Function for Tasks:
You can now create Custom Functions for Tasks under Developer Space. Write a function using Deluge and execute it to automate the workflow of your tasks. These functions can be called from one or more task workflow rules and blueprint. Click here to learn how to create a custom function.

Status mapping in task import:
While importing a task in the form of a XLS/XLSX, MPP/MPX, CSV, or a JSON file, you can map the task status of the import file with a status in the layout. If a matching status is found, it will be mapped by default. Learn more about Task Import.

Status Timeline in Task/Issue Details Page:
The task and Issue updates can be visually tracked from the details page. Users can also see when and who updated the status. Learn more about the Status Timeline.

Manage Permission for Comments:
Posting comments under a task, a milestone, or any other module is an important way to collaborate with your team members. You can now set permissions in Zoho Projects to have more control over the module's comment section.

Edit Pick List:
User can now edit or delete single and multi-select pick-list values from the Pick List Field Properties form. Click here to learn more about Pick List.

Primary Profile and Role:
You can set any Profile and Role as default based on your requirement. This Profile or Role will be selected by default when a new user is added to the portal. The default Admin and Client profiles cannot be edited or deleted. You can however, clone these profiles and then edit them. Learn more about Profiles and Roles.

Do check our What's New page for monthly product updates.

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                          • Sticky Posts

                          • 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
                          • Tip 42: Create multiple layouts for projects

                            Every project you create has a unique strategy, goals, and functional requirements. To keep your projects on track, it is important to plan your project by defining the scope and requirements, specifying the deliverables, and setting deadlines. In order to do so, project layouts are extremely helpful in establishing your project plans and in capturing specific project details. With Zoho Projects, you can create multiple layouts to capture the unique details of every project.    You can create project
                          • Custom Function for Milestone Auto-Complete

                            A custom function is a piece of software code that can help automate a process. Users can write their own Custom Functions using deluge and call them from a workflow. Let us take a look at how custom functions can help organizations manage their workflow.
                          • Profiles - Comment Edit/ Delete Permissions

                            Posting comments under a task, a milestone, or any other module is an important way to collaborate with your team members. You can now set permissions in Zoho Projects to have more control over the module's comment section. For instance, if you want to

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