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.
Timesheet:
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
Schedule Exports for Regular Project Updates
Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthlySet Custom Business Calendars and Holidays for Global Teams
Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot beIntroducing Version-3 APIs - Explore New APIs & Enhancements
Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,Restore Trashed Records Anytime Within 30 Days
Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they areOrganize and Clone Task Custom Views
We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:
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