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.

    Zoho Marketing Automation
            • Sticky Posts

            • 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

            Zoho Pagesense Resources

              Zoho SalesIQ Resources

                    Zoho TeamInbox Resources

                      Zoho DataPrep Resources

                        Zoho CRM Plus Resources

                          Zoho Books Resources

                            Zoho Subscriptions Resources

                              Zoho Desk Resources

                                Zoho Projects Resources

                                  Zoho Sprints Resources

                                    Qntrl 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