Where are Kanban swimlanes
So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one. Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some researchCan I hide some of the unwanted tabs in Zoho projects?
Hi, Is it possible to hide or remove tabs that we dont need. See my screenshot for exemple. Best regards, JoelDoes new changes in project template reflect on old projects?
I need to understand how the new changes in a project template would reflect on the older project that have been using the same template. Is there a way to disable changes in the project template to ensure no mess up happens? or does it show a confirmationUsing the progress of Subtasks to determine the progress of the main task
Are there any plans in the works to add functionality that allows you to use the subtasks progress to determine the progress of the main task? It would be nice to have a weighting factor also so that you can set how much a subtask is worth with regard to the main task.Turning off Overdue notifications for Zoho Projects I'm not on or assigned to
My company uses Zoho projects to manage tasks across various different divisions. I use the overdue reports to help manage my personal tasks with a firm deadline. The problem is that my daily report shows the overdue tasks on all the projects acrossHow can I add Material cost to a project?
Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks Barbarasort projects by name, or by created date?
Hi: Seems like the "list projects in alphabetical order" can only be by Ascending order, no Descending order. Also in "Home" -> "Active Projects" section, why not show project "Created Date", and can be sorted? I create 5-10 projects per day, but some how I don't know how they got listed and ordered? and I don't find a better way to order them? Drag Drop won't work because it is time consuming. Any suggestion? Thanks JamesGantt Chart Colors
Hi, my team really would like to stick with Zoho Projects but one of the simplest yet more annoying functions that should be able to be selected by a project team or individual are the gantt chart colors (legend). Right now, the colors are blue shades for tasks and orange shades for subtasks. My team leads really want to have these changed to their specifications since it's hard to determine things at a glance. When can this feature be available?Changing colour for Project in Calendar view???
How do I change the colour of individual projects? Seems pretty stupid to only have one available colour. There is no way to quickly differentiate between projects. Also, no calendar view in the app???? What the heck.Move start date
I’m just starting to use Projects and regularly juggle a number of projects simultaneously. I’d like to move the start date of a project and have the associated milestones, lists and tasks etc updated to reflect the change in start date. This would beClosing a Task with Multiple Task Owners
hello, As per the subject matter, please see the attached file. If one of the Task Owners, example Melvin closes this Task, the other Task Owner, which is Fred cannot enter his actual Time because the Task is already closed. Is there a way that the Task must be totally close if all Task Owners Status are close, if other owner still has an Open Status for this particular task, it should not be close.Project Preview Cards in Cliq
Hi, we often send Project Links on Cliq. What is great: they generate an in-line preview in Cliq What is not great: they take up a lot of space See attached image The reason it's wasted space is it's showing "owner", "start date", "end date", etc, butZoho Projects 2021 - Year End Roundup
We started off the year 2021 with the release of Zoho Projects 7.0. We simplified the user interface by switching to a single-page design and we have been constantly adding new tools and features to make it easier for our customers to stay on top of theirCustomize 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 !Projects iOS app now support Global Search
Hello All, In the latest version of the Zoho Projects iOS app (v3.5.3), we have brought in support for global search. The global search feature lets you find results with a matching search key across various modules from one spot. You could search acrosshow to update comment through api?
On http://www.zoho.com/projects/developers/forums-api.html there is no description of method to update comment. Is it possible to update comment and there is missing documentation on that page or there is no such functionality in API?Are Changesets Missing from new Zoho Projects UI?
Are Changesets Missing from new Zoho Projects UI? I've looked everywhere and cannot find them nor any links to view them.Logging a timesheet when NOT the Task Owner
Hi, I'm trying to log time to a task when I haven't been assigned as the task owner. Is this possible? If not, please add as a feature request. Use case: someone can be assigned a task and get help / collaborate with a teammate who is not assigned to the task. The teammate still needs to log their time against the original task, even if they're not the "owner" or person responsible for the task itself.Difference between Projects and Sprints
We're a project based SAAS company looking to further integrate into Zoho (We already use the CRM module extensively) I'm not sure if we should use Sprints or Projects. I can see features for both, but they both seem to overlap in many areas. We do alotZoho Projects > Workdrive Integration - Where can you find your files in Workdrive?
Following the instructions here: https://help.zoho.com/portal/en/kb/projects/integration/zoho-apps/articles/zoho-workdrive-integration#Benefits Put a file in the Documents section of a Project. Then Trying to navigate to the Team Folder in WorkDrive andPLEASE HELP!! How to set up 1099 contractors as client users
We use a lot of freelance contractors on projects. I want to add these contractors as client users and assign them tasks. The client users need to be able to comment in the discussion feed and mark tasks complete. I have added a few freelance contractors.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. RegardsHow do I take an existing template that had changes made and apply it to all
I have made changes to my project template and need to apply it to my existing projects how do i do thisTip #21: Customize Task Status in Zoho Projects
Hi folks! We are back again with a tip to help you get the most out of Zoho Projects. This week's tip is on task status customization. Task status helps you determine the progress of the task and keeps you on track with the project. With the new Task status customization option, you can create statuses pertaining to your business requirements in your own terms of progression. For example, if John owns an Industrial design firm, he might need to keep track of the status of the design being developed.Tip 36: Budget in Zoho Projects
Are costs escalating? Not sure where your money goes? Project Budget puts you in control... It is now easy to identify the tasks/bugs which exceed the planned cost of the project. Planned cost is the product of work hours and rate per hour (rate specified while creating the project budget). Cost variance is the difference between actual and planned cost. If you are in green then the overall cost is within the budget, red means that the actual cost exceeds the planned cost. If you are in red, juggleIs it possible export information to Ms Excel or Ms Project format?
Hello All, I would like to know if it is possible export to Ms Excel or Ms Project my Zoho projects information? RegardsTask Layout Rules - Business cases
Hello, Guys! We are happy to meet you all in this community post and hope all are doing great. We are here to share a bunch of use cases in a series under various features with you. All the existing users of Zoho Projects can view the cases and letResend invitation to Client User in Projects
How can I resend an invitation to a Client User in Zoho Projects? More often than not, a Client User either won't accept the invitation right away, or they'll accidentally delete it, and I cannot find a way to resend their invitation, without physically deleting them as a Client User and recreating them. There's got to be a better way....right? Thanks!Task Notes by mail fail.
While testing out Zoho, I tried adding a task. While I got the mail on the test user accounts I'd setup, when I reply to the task, I get an error message on my email account that says We are unable to add notes/map documents to this task. WHY DID THIS HAPPEN? The possible reasons are : 1. Email ID not confirmed. To confirm use the link http://zohosso.wiki.zoho.com/#resendconfirmation 2. You do not have permission to add notes/ map documents to this task. 3. Task could have been deleted. 4. Task mailProject Budgeting Needs
I am really liking the scheduling and task visualization features, but I am struggling with the budgeting side of project management with zoho. I need to be able to see the actual vs. planned budget analysis on a daily or weekly basis, not just after we invoice. I also would really like to be able to break down the project budget by milestone or task group. And then I would also like to be able to assign billing rates to users and to tasks or activities ahead of time and then see the budget erodeWork 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 classicMind mapping in Zoho Projects
Good morning, I would like to congratulate the Zoho team for building such an inovative and responsive application that fits in the daily challenges of so many work groups. I would like suggest you another functionality that helps a lot in project planning and development: mind mapping. Mind mapping would be of great help for brianstorming, knowledge management and other needs in online collaboration. Thanks and wish you all the best! George Maha Empresa Júnior Multidisciplinar do Instituto deTimesheet Export Fields
Hi, Is it possible to specify what fields are included when I export timesheets? I would like to be able to see the Task List name for each line since that is my way of grouping the related time charges. Thank you, KathyRequest: Create Task Lists based on picklist/checkbox selection on Project fields
It would be a life saver and a valuable automation feature if task lists could be automatically created based on checkbox/picklist type field selections on the Project layout. Carrying over the order of such task lists from the project layout would beCreate a Recurring Task?
How can I create a recurring task? I found the blog that explains how to do it but I haven't been able to follow it successfully.Why tasks in template project are not created ?
Hi, I don't know why, but when I want to create a project template are a new project from a template, tasks don't come with the creation. Do you have an idea ? Thank you.Is it possible to automate an email alert when a project field is updated
Hi I need to create an alert when a user updates a field in a project record. The field is a date field " Proposed Go Live Date" in the project details page. When a user updates the value in this field I need an alert to be triggered to send an emailBulk Copy of Tasks
Is it possible to select multiple tasks to make copies of all of them at the same time without needing to create a template? The description for the method to copy a task is clear but it is limited to one task at a time. (https://help.zoho.com/portaZOHO project roadmap
Hello, we're evaluating to move from ZOHO Project to Microsoft Project. Anyway, I'd like to to ZOHO project roadmap to evaluate the investment. Thanks.bulk task edit many at once
the bulk update on tasks is great, click a few tasks, and then change a status or owner on it etc. the thing we are noticing is that we need to change 3 or 4 things on the tasks. to do this, we have to select the tasks, and change one thing, then it saves, then select the tasks again, and change the 2nd thing, and then it saves.. etc would it be possible to queue the changes, so we can select the group of tasks, then change 3 or 4 things on the task (status, owner, custom drop downs etc) and whenNext Page
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How Do I Add Project Users, Clients, Viewers, and Followers?
When a project is created and the tasks are determined, you definitely need to assign roles to your team members for effectively hitting the headway. Thus, the importance of stakeholders comes into play for expanding and elevating the project stand to the next level of excellence. The four different types of project stakeholders are: Users Clients Followers Viewers Have you ever thought about the significance of adding viewers, followers, users or clients to your projects? Here we go! Convert viewersEnable Timesheet for Client Users
In Zoho Projects, the client users can log work hours in timesheets and track the time spent on tasks and issues. This permission can be enabled only by the portal owner or the admin. For instance, If the administrator wants a client user to add the timeUser Hierarchy in Zoho Projects
An organization's user hierarchy refers to how users are structured into teams and groups. In Zoho Projects, users can view the reporting details of a user in a tree structure. Users can set a hierarchy based on roles and assign reporting managers toTip 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 enableTags are now supported in the Projects Android mobile app.
Hello, In the latest version of the Projects Android mobile app (v3.4), we have brought in support for Tags. Tags are an easy and effective way of instantly accessing what you are looking for. Create your own tags and associate them with projects, milestones,
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Finding the Task Template ID
Where in Zoho Projects is it possible to find the Task Template ID?Zia "global" search
Hello! Do anyone know if Zoho Project is included in ZIA's global search? At the moment I don't see it. Does it depend on the subscribed Zoho Progetto plan? Thank you in advanceSet work hours by resource
Zoho Project is pretty good but there are a few features that seem fundamental that I cannot seem to find. How can I set work hours by resource for any given day. For instance, let's say I work two hours on a project this week but my coworker is workingAssigning A Custom Field Picklist Value Via API
Hey everyone, I have a project that has a custom layout with custom fields (shocker). I can update simple custom fields just fine, however a handful of these fields are Picklists, of which I seemingly cannot assign values to through the API. I've triedpopulate budget field from estimate
Hi, is there a way to populate the budget field from the estimate that is created inside the project itself? i have the project-invoice integration setup, hoping to be able to create an estimate and have that total be the project budget without having
Sticky Posts
User Hierarchy in Zoho Projects
An organization's user hierarchy refers to how users are structured into teams and groups. In Zoho Projects, users can view the reporting details of a user in a tree structure. Users can set a hierarchy based on roles and assign reporting managers toTip 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 enableTime Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepZoho Projects 2021 - Year End Roundup
We started off the year 2021 with the release of Zoho Projects 7.0. We simplified the user interface by switching to a single-page design and we have been constantly adding new tools and features to make it easier for our customers to stay on top of theirWork 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 classic
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