Create global project dashboard for all users
Would like to be able to create a custom dashboard for projects with certain widgets that are default for all new projects. right now, I have to modify each project dashboard per project per user. This is not practical.Create Ticket from Zoho Prtojects task
Hi Zoho Community, I have questions and queries. I want to create a button in the task template I go through the task template but I didn't get from where I can create such a button in the template. I want when someone clicks that button it should createClient Users
I need to be able to add client users as responsible for completing tasks. It is not allowing me assign client users to a task because the task is flagged as internal. Even when I flag the tasks as external, it will still not allow be to assign. AllCan you duplicate a Task List Template?
Can you duplicate a Task List Template? It will just make it easier as we have Task Templates that we need to duplicate and there are 200 tasks in the list. I don't want to have to redo all 200 tasks just to make a new template. Please help me with a solution!Milestone Templates
I see that there are ways to create project templates and ways to create task list templates. What I would like is a way to create a milestone template. I would want to be able to implement these milestone templates into an existing project. So very similartime tracking with automated screenshots
Check outhow hubstaff is taking screen shots while recording time spent ... any plans to implement something like that directly in zoho time trackerDashboard - summary of all projects
I have just started playing with the trail account and wondering if there is a way to get a summary or dashboard of all projects? Is the only way to toggle between projects is the dropdown in the upper left corner? Any assistance is greatly appreciated. Philaudio and video comments in tasks in zoho projects
Hi, is it planned to have the ability to post audio and video comments? the whatsapp wechat format of communicating is a reality... tools like zoho project would facilitate a lot teamwork by facilitating the way in which we can give feedback in audio and video rather than only text. thx!Custom domain and Sender email
I like the custom domain and Sender Email address options, but before I make any changes what are the limitations or considerations before making these changes? * Does a custom domain impact Single Signon, any marketplace apps, or other integrations?Maximum number of workflow rules in zoho projects
Greetings to everyone, In my company we are extensively using workflow rules from the "task automation" section of zoho projects. My question is what is the maximum number of allowed workflow rules that we can have, since we will probably be using manyHow to communicate with external people (customer) while centralising this communication in the project?
We are starting to use zoho projects and I'm wondering about the best way to communicate with customers and keep the relevant communication about the project, in zoho projects. I tried a bit the zoho desk integration, but it seems extremely time consumingNew Time Log drop down not displaying
Now when entering New Time Log and selecting start/end hours, it does not display the complete number; only the leading number (0 or 1). See attached screen shot. Is this a bug, due to an update, or what? I've used it successfully for months in thecannot mention client user in comments
I cannot mention ( using @) any client user in one of our projects in zoho project, the client email is already added to the project as client user.Zoho CRM and Projects together: consolidated To-Do list?
Hi, I'm trying to get set up using CRM and Projects together, I've linked the two and am able to use the portal. My question is: CRM and Projects both have ways of keeping track of "to-do"s for the team, but I don't see a way to put those to-do items together in one list. Is this possible? Or do I just have to live with two separate to-do lists?Task Layout - Add information to the various choices of a multi-select field
Hello everyone, At our company we are trying to implement a feature in zoho projects. and we could use some help. We have a task layout that includes a multi-select field where the user can select from several journals (Journal A, Journal B, etc) We neededGlobal custom view
Hello, Are there any plans to allow to save custom views in "My tasks" view? This is the feature I'm missing the most. I'm aware about custom views per project but this does not make sense when keeping an eye on dozens of projects with multiple users. Now, when tags arrived it'd be even more helpful.Project Owner as filter within a custom view in Tasks?
Hi, Is there is an option to have "Project Owner" as a filter in a custom view in the tasks page in Projects? I need the Logged In User to be able to see all tasks within the projects they own that meet certain criteria such as status. The closest I seeCustom Task Filters
Hello, My company uses Zoho projects and we'll be adding analytics soon. We use the plain task view to discuss the state of our projects on a weekly basis. We'd like to be able to filter tasks by tasks due in the next 7 days and tasks due in the next 30 days (including overdue tasks). Using analytics I've created aggregate formulas which show me the number of tasks in those categories. It would be VERY useful to us if we could EITHER use aggregate formulas to create custom filters in Projects, ORKanban View is not showing other than 1st Level tasks - is there a way to set this to show all levels?
Our manager has created complex task lists with multiple levels. As a result, most of the Tasks are not showing in the kanban view. Only the top level task in each list. How can we have Kanban view show all of the levels - so we can manage individual tasks?Multiple time zones in zoho projects
We are working in an international team. We need to set up different time zones in the organizational settings or at least for one project within zoho projects. Any ideas or help? Thx in advanceWidgets 101 - Create, test, and embed widgets in Zoho Projects
Learn how to create, test, and embed widgets in Zoho Projects with our experts. Join the Widgets 101 webinar on 20th May. Click here for more information. The webinar will focus on: creating widgets configuring plugin manifest hosting the widget WorkingIntroducing Week and Day view in Calendar
Zoho Projects now supports week and day-wise view of milestones, tasks, issues, meetings, and events in the Calendar. Users can plan their work, events, and meetings against a 24-hour time frame and easily view the work items for the month, week, or day.Resource Allocation Planning
Hi Zoho team, Is there a way of planning future allocation for resources? i.e. I want to "book" my engineers availability for a future project that doesn't even exist as a project. RegardsTip of the Week: Task Sorting
I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).Pin task list so that it doesn't disappear when all tasks are closed.
It would be excellent if there was an ability to pin a task list so that it would remain visible even if all of the tasks in that list had been completed. We frequently have a list of tasks that gets wrapped up, but then we need to add new tasks backAdd a "Save" button to Project Details screen
When editing the details of a project in the new Zoho Projects version 7 the only way to save changes is to purposefully click out of the editing box with the mouse cursor. This is resulting in our staff making lots of edits that are not saved. It isZoho projects backup
Zoho looks great and something that I might implement at my company, but it doesn't look like there is an easy way to backup everything that goes on in all projects. Is there a way to backup all the information? I don't even care if I can't restore it all, but just so that I have it all in some readable format for the future. This backup necessity is the only reason we haven't been using Google Apps for the last 2 years. I believe you have great uptime, excellent security and backup policies,Customize email notifications
Hello there, It's been years since Zoho Team promises that it will be available... But I still can't see where. Please, we are a lot asking for it, tell me it's now possible !Notify client users via email of project progress
Hello, I wanted to be able to send automatic EMAIL ntoifications to clients about the progress of their work based on when a task or milestone is completed for a client's project. How do I do this. I noticed Bug has the ability to email, but i don't think i want to send out bug notices. And No, I don't want to have to update the feeds for hundreds of clients either.Business hours and lunch break
In our company (like in many others) business hours include a lunch break of 1 hour. We work from 9:00 am to 1:00 pm and again from 2:00 pm to 6:00 pm. Currently there's no way to make Zoho Project exclude this hour from the daily business hours and that's make it very difficult to use (compared to other solutions). Can you please consider adding a way to customize business hours including one or more breaks? Thanks in advance, GabrieleModifying Zoho Slack Integration does not modify correct project
When I was attempting to modify a project link using the Zoho Slack integration. When I modify the channel and save, it would not modify the one I had selected. It would modify the first one on the list. I had to remove all the project and slack channelTip #30 - Cloning a project
Sometimes, you'll want to use the same data from an existing project to create a new one. This is usually done by cloning an existing project. We have a simple work around wherein you can create a project template in Zoho Projects and save time recreating the wheel. Using this, it is possible to duplicate the data from an existing project into a new project. When creating a project template select the option "Choose from Projects" and select the project which you want to clone or duplicate to reuseOutlook Plug in and Outlook/Teams Integration
Issue: We have constant meetings occurring for various projects. These is very challenging and difficult to track in Zoho Projects due to lack of Outlook plug in and Integration. Suggestion/Idea: Outlook Plug: When creating a meeting, with the help ofAssign project owner to specific tasks on project template
Hi all I managed to create a project template and wonder if there is a way to assign tasks in a way that depending on who starts a new project using this template, specific task would automatically assigned to the creator of the nwe project. Thank you.Project Approval Process Workflow
Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of theDropbox Sync for Documents in Projects
I used to set up our project documents to have a folder that synced to our DropBox. However, since the 7.0 version of Projects came out I no longer see that as an option. Is there a way to still sync a Document folder in projects?Weekly Time Log Restrictions
Issue: When a user views “Weekly Time Log” all the previously populated time logs for the week are erased. Suggestion/Idea: Time logs that have been logged for the week gets populated in “Weekly Time Log”, a similar view to “Grid View”. For examplePossible to link google drive extension via API?
Hi, We use the google drive extension to link project to our google drive. We use Zapier to automatically create a project folder structure in the google drive on the creation of a project in zoho projects. Is it possible to close the loop by linkingWork agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classicStart - Due date vs alloted time slot to complete work to organise jobs better
Hi, I have a question as I'm not sure how to best handle this. Imagine 5 tasks have been issued to someone. The start date is the day they were issued and the due date is a week later. Looking at a calendar or Gantt view now will show all 5 tasks as 7Next Page
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Announcements
Task Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.Your Project Progress Gets Quicker With Task Templates
Welcome back dear friends! Zoho Projects makes your work lighter, and quicker by developing a standard structure that adapts to all your projects. Let me not put it up long-winded. Alike, creating project templates , you can also create a standard template for all your tasks. Here you go with the important things that you can do with Task Templates in Zoho Projects! For example: You own a wedding planner company. How will you manage your team for successfully running the big day? What you actuallyCheck out the new locations for creating extensions
Are you looking to create more extensions for Zoho Projects? Create new extensions using Zoho Sigma for the below locations and extend the scope of Zoho Projects. Refer to our user guide for more information. 1. Task details right panel You can createSpotlight #2: The Checklist extension for Zoho Projects
Hola, folks! The extension in the spotlight for this fortnight will be Checklist for Zoho Projects. We recommend using its latest version if you have not updated it yet. Things you can do with this extension: Create instantaneous to-do lists for your tasks and issues in Zoho Projects Create checklist templatesnew Convert an existing checklist into a templatenew Reduce the number of subtasks required for a work item Include checklists in your project templates and save more time. Refer to this extension'sTimesheet Enhancements
Control who can log time for tasks and issues Users are now allowed to log time for the tasks or issues that are not owned by them, based on the Task and Timesheet settings. The owner of the task or issue, is allowed to log working hours by default.
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Maximum number of workflow rules in zoho projects
Greetings to everyone, In my company we are extensively using workflow rules from the "task automation" section of zoho projects. My question is what is the maximum number of allowed workflow rules that we can have, since we will probably be using manyHow to communicate with external people (customer) while centralising this communication in the project?
We are starting to use zoho projects and I'm wondering about the best way to communicate with customers and keep the relevant communication about the project, in zoho projects. I tried a bit the zoho desk integration, but it seems extremely time consumingIncrease the number of Blueprints per Task Layout from 25 to 100
Since we discovered the funtionality and the ease of tracking projects Blueprint brings to a business, my company has been using it very much. We have reached a roadblock where we found out that one can only build 25 Blueprints for every task layout.Zoho Projects - Save sort order when viewing projects
Is there a way to save the sort order after sorting your project list alphabetically. Currently every time the we got to the project page, the projects are in some mismatch order making it impossible to find the correct project. Click sort alphabeticallyStart - Due date vs alloted time slot to complete work to organise jobs better
Hi, I have a question as I'm not sure how to best handle this. Imagine 5 tasks have been issued to someone. The start date is the day they were issued and the due date is a week later. Looking at a calendar or Gantt view now will show all 5 tasks as 7
Sticky Posts
Task Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.Spotlight #2: The Checklist extension for Zoho Projects
Hola, folks! The extension in the spotlight for this fortnight will be Checklist for Zoho Projects. We recommend using its latest version if you have not updated it yet. Things you can do with this extension: Create instantaneous to-do lists for your tasks and issues in Zoho Projects Create checklist templatesnew Convert an existing checklist into a templatenew Reduce the number of subtasks required for a work item Include checklists in your project templates and save more time. Refer to this extension'sTip of the Week: Task Sorting
I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).Work agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classicManage expenses from Zoho Projects
One of the most difficult tasks in project management is to track expenses and stay within the allocated budget. With Zoho Expense integration it is now easy to monitor and manage project related daily expenses of employees. The integration helps manage complete expenses, right from uploading a receipt to its approval. What are the benefits of this integration? Track expenses using Expense reports inside Zoho Projects. View expense along with the actual cost and compare it with the project budget.
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