Bulk Update Tasks/Task Lists/Milestones
Is there a way to bulk update tasks/task lists/milestones? We have several projects that are in the same template, and our staff complete them tasks at a time - and would like to go in an bulk update all related tasks/task lists/milestones at once. But you can't do this. I remember in an old version you could export your tasks, update the excel doc and reimport. But it doesn't seem like that option is available anymore. Can someone provide a solution/idea? Otherwise we are spending a lot of timeThe due date in the custom view is reduced by one day when the view configuration is saved
I create a custom view in which I want to use a due date criterion. Here I select the desired date and save the view (see initiallySelectedDate.png). Unfortunately, only tasks and issues with the previous day as the due date are displayed. If I switchTasks belonging to multiple projects
Hi, How can we make a task to belong to multiple projects? There are product release projects, which includes task for marketing. However, marketing has its own project for campaigns, where the same task would belong too. How to n make that happen? Thank you TomJIRA Import not available for Zoho One????
Why is the JIRA project import NOT available for Zoho One customers? This seems crazy!Add the ability to Export a PDF and CSV from Milestones
It would be awesome to be able to export this page as a PDF: Additionally being able to export this exact view as a CSV would be an added bonus!Project API Get Task Comment Email Address
Is there an API that would allow us to retrieve a task's comment email address? We would like to be able to retrieve the task email addresses in bulk so we can have them handy when creating emails that we want to also document as a comment in a task.In-House, Non-Billable Projects
I use Zoho Projects solely for in-house projects with fixed cost budgets. Only bills and expenses need to be charged against the budget. There are no customers to be billed or invoices to be created. How can such a non-billable project be set up? AsCustom view for Milestones
Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom viewCollaborative Editing for Project Pages?
Are there any plans to add collaborative features to Project Pages? Currently, if a user is editing a Page and a 2nd user also edits a page, the result is a last save wins situation for their edits, which is bad! In the worst case, it should warn a userNew User Hierarchy in Projects
I really like the new user hierarchy in projects. I created the spreadsheet, uploaded it, and everything looks great, except I misspelled one of the email addresses. How do I edit my hierarchy? I edited the spreadsheet and re-uploaded it, but it didn'tRate Per Hour for task in zoho
Hi, I m finding a big Obstecal in Zoho system, I can not find the Icon Rate per hour for the Task , some times its shown in some task but the other is notZoho Projects Log Hours Notes max length no longer 10K characters
Dear Sir, Last Friday, Zoho Project Log Hours Notes Max length was still 10K, but now it is not. Please maintain the Max length to 10K. Kindly see the Attachment for the Max length error. Thank you.How do I associate Helpdesk ticket with project
Hi, We have projects for client deployment, very often the client will email in with information or question. We want to see those tickets in the project, they are not bugs and I don't want to recreate the ticket, just link ticket to project or visa-versa. I see "Issues from Zoho Desk" in the issues filters, but no idea how to link the issues, can you advise please?SLA and Issue Tracker
Hi There. We have setup an SLA for a project and are using the 4 different levels. Our use case is that we want an email to go out when the issue is created, after 2 days, 4 days and 6 days of being open. We want this to consider BUSINESS HOURS only though.Problem accessing zoho Project with Loading page
Hi, We seem to have a problem getting to load zoho project portal recently. It keep showing a 'Loading' message and it takes extremely long. (Tried: Google Chrome, Edge and Firefox browsers) Is there a problem across the other client or just happen in MY server? Looking forward some reply from zoho support. Thank you.Not Receiving Document Updated Notifications (In Projects)
Hi there, I used to receive very helpful notifications whenever a document was being updated by a team member. Now, I no longer receive those notifications. Although, members of my team do receive them. There has been some updates going on with the documents part of projects, but I need this functionality to work. It's very important to the way we have been doing things. Please let me know soon. Thanks, ChadImplementing OKR (Objective Key Result) Methodology
I am searching for a way to implement OKR methodology in Zoho Projects. Recently asana has launched this feature in its latest update. https://www.youtube.com/watch?v=Pdl30lWH2lY&list=PLNzc9PubwlIkev1VuIhSTzwc4aYPIncwz&index=5&t=0s on this link one can see how it works I want to know how can I implement this into Zoho Projects My idea: 1. Name the project group in Zoho project based on Objectives 2. Name the individual project (within the project group) as Key Results 3. Name project tasks as tasksZoho Projects : Task should auto-update to 'In Progress' if timer started
Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ CustomersCustom Function for Milestone Auto-Complete
A custom function is a 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. CustomHow to add same Client User to more than one Project
In Zoho Projects, we are able to add a Client User to a Project. We need to add the same Client User to other Projects. When I try to add the existing Client User to a different Project, I get this message below. It does not allow us to add any ExistingGroup by Owner/ Owner Kanban /Group by Custom Field
Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on. We are seeking an optionAuto-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 successorAnyone use Zoho Projects for managing smaller effort initiatives?
We have multiple "IT Initiatives" that are not as complex as an approved project, but still need to be tracked and managed. I was thinking of creating an IT Initiatives project with a Task List for each separate initiative. Anyone have a similar situation?Option to not truncate text in project tags
See screenshot, it would be helpful if there was a view or setting to not truncate the tags otherwise don't know what some of them are without hovering over each to see the data-tooltip.Employee User to see Hours not $$
We have a Role of Project Manager who needs to be able to see Project Budgets in terms of Hours, but not the $ associated with the budget. We also don't want this Role to see the Hourly rates associated with users on a project. Is this possible?Exporting Templates
I have just spent 2 hours creating a project template for a Netsuite configuration, and want to share it with other Zoho Projects users - who have a different account. Is there any way to do this?Contractor Users
How can I give a contractor access to view all project tasks?Client users
Does the client users count as users as mention in the pricing plans?Task Numbering
Does anyone know ANYTHING about this new task numbering system that was just released today? I find it frustrating that updates are rolled out randomly with no prior announcement, communication, or support information. I contacted Zoho Support and was told they are working on a UserGuide "soon" and that "it will be useful to number your tasks." Also there is no way to disable this (completely useless) feature. I would like to have more information on updates BEFORE they happen so I can inform myZoho Projects - Update tasks based on an import?
Here is a use case I run into often but have found the import functionality not working as expected In Zoho projects, i have about 2,400 tasks for my project I needed to update the status of about 800 of the tasks to mark them Closed So i did a bulk export of the tasks.. updated the status and then used the import functionality to import all the tasks back I made sure to include the Task ID and the Task Name in the import HOPING that the system would be smart enough to match the two up and UPDATEHow do I automatically update a project status?
How can I automatically update a project status when a task is closed out? For instance, when I set a specific task status to "closed", I would like that to automatically update the project status to "in progress".Retainer Invoice and payment in Zoho Projects
Is it possible to create a retainer invoice on a project (from within Projects) and have it applied to invoices to be paid?Managing meeting minutes and actions as part of a project
Hi, is anyone using Zoho features to address the following scenario? And even if you are not using Zoho features, have you come across with similar ask? Overall I am trying to address a challenge with minute taking/tracking As part of project, often,Track time against events, and allow associating of tasks to events.
can you please add the ability to track time against Events, and also to associate tasks to events. This would help our scheduling a lot. Right now we make a task for each appointment which the techs then track time against. then they have to completeKanban View for Projects.
At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.Tip #5 - Share Your Snapshots On The Go With Screen Grabber
Sharing becomes easier than ever! Right when you think of sharing a file, document or an image, you generally take a screenshot, save the file in your drive and find buttons like 'Upload' or 'Attach' to share it with your team mates. Doesn't it look like one heck of a time? Well, let me take you through a quick tour on how sharing a snapshot becomes fun with Zoho Projects. Have you ever noticed a small TV screen icon at the bottom right corner of your status bar? That's where the magic of sharingZoho Projects Client Portal Login
How can I customize the login page for a client portal? I have the client portal for zoho projects set up as a subdomain on my website. As of now, when a clients see the zoho projects sign in page. Nothing about the login page lets the clients know theyMilestones - How to Complete
We need to understand how to complete our milestones when all tasks within the Milestone are completed. When I pull up the Milestonre the only two choices I have are Move and Delete when I click the check box next to my Milestones. Please advise so we can better track the closing rate of our Milestones. KurtCustomize Column in Projects - Default View for Template?
Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over. Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etc[TYIA] Zoho Project using Deluge
Hope all is well. I would like to learn systematically to develop Zoho Project using Deluge, is there any training/websites that would be helpful? Any trivial information would be helpful and appreciated. Thank you in advance.Next Page
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Custom Function for Milestone Auto-Complete
A custom function is a 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. CustomAuto-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 successorTip #5 - Share Your Snapshots On The Go With Screen Grabber
Sharing becomes easier than ever! Right when you think of sharing a file, document or an image, you generally take a screenshot, save the file in your drive and find buttons like 'Upload' or 'Attach' to share it with your team mates. Doesn't it look like one heck of a time? Well, let me take you through a quick tour on how sharing a snapshot becomes fun with Zoho Projects. Have you ever noticed a small TV screen icon at the bottom right corner of your status bar? That's where the magic of sharingZoho 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 reportingTime Log Threshold for Reminders
In Zoho Projects, the admins can now set a threshold for Time Log reminders. The user will be notified if the entered log hours are less than specified duration. For instance, if the admin sets 9 hours as the threshold and if a user logs 8 hours, a reminder
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How to add same Client User to more than one Project
In Zoho Projects, we are able to add a Client User to a Project. We need to add the same Client User to other Projects. When I try to add the existing Client User to a different Project, I get this message below. It does not allow us to add any ExistingAdd the ability to Export a PDF and CSV from Milestones
It would be awesome to be able to export this page as a PDF: Additionally being able to export this exact view as a CSV would be an added bonus!Anyone use Zoho Projects for managing smaller effort initiatives?
We have multiple "IT Initiatives" that are not as complex as an approved project, but still need to be tracked and managed. I was thinking of creating an IT Initiatives project with a Task List for each separate initiative. Anyone have a similar situation?Retainer Invoice and payment in Zoho Projects
Is it possible to create a retainer invoice on a project (from within Projects) and have it applied to invoices to be paid?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
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Custom Function for Milestone Auto-Complete
A custom function is a 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. CustomAuto-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 successorZoho 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 reportingTime Log Threshold for Reminders
In Zoho Projects, the admins can now set a threshold for Time Log reminders. The user will be notified if the entered log hours are less than specified duration. For instance, if the admin sets 9 hours as the threshold and if a user logs 8 hours, a reminderProject Management via Emails in Zoho Projects
We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
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