How to scale project templates
We are planning on using Projects for assembly order projects that have common tasks, so I would like to set up templates. However, I have not found a way to scale the length of all tasks by the amount of items that needs assembly. For example, if WidgetAdd User to Task in Task Template
Can you add users to task within task template? We offer the same tasks for multiple projects and assign them to the same people. Examples of tasks include: Graphic Design Copywriting Proofing What's the fastest way to assign users to project tasks inHandy ways to delegate tasks
Hello, all! We are back with a new update on the Tasks module that simplifies task ownership management. There are five handy options to delegate tasks in a project and let's see them below. Select one or more tasks to enable the Bulk Update checkbox,Add a subtask to my Zoho CRM as a task
Greetings, I hope find all good and safe! It is not being possible to add a subtask to my Zoho CRM, the link to add to my CRM appears always (when creating the subtask, after in the subtask list when the subtask is selected), but when I click on theseTasks not loading fully - Search issues - reg.
We are having around 1000 + tasks in Task lists - Milestone, but as the tasks are not fully loading in one shot, because of which we couldnt able to search tasks properly until the entire tasks are loaded. Is there any option to come around the sameApp Spotlight: timeBro for Zoho Projects
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. timeBro for Zoho Projects The timeBro integration for Zoho Projects offers anCustom fields and filters for Timesheet
HI Zoho Projects team. IT would be great and useful if we can add custom fields to the Timesheet design And is needed more options for filtering the timesheet dashboard, like "Milestones" and task list asociated to the record. Thank youMilestone - Edit Date Completed
I've noticed a new change with Project Milestones, they are no longer separated by Active Milestones and Completed Milestones, but there is a Status button that you change. However, there used to be a Completed Date field/column. Now it just shows StartUse templates to create similar projects
Create custom project templates and use them to start projects that are similar or repetitive in nature. For instance, a publishing company handles a variety of books like management, research, STEM etc. Each division follows their own process and theA better way to calculate completion percentage.
Currently the developed zoho project program calculates a percentage calculation on the project overview page. (See % area in picture below outlined in RED) This percentage is currently calculated by dividing the TOTAL NUMBER OF COMPLETED TASKS by TOTALPlease enable sorting for more columns in Plain View
Plain view is an excellent view to work in, but I find the usefulness of it greatly reduced by the inability to sort by several major columns. Examples: When looking at Plain View for a Project, the first thing I want to do is sort by owner. The next think is by Task List. Neither is possible. Yet I can sort by Status, Due Date etc. When looking at Plain View in My Tasks, the first thing I want to be able to sort by is Project. Not possible. Can sorting just be enabled for all columns? The CRM teamA parent task can not be made dependent on the completion of its subtask(s)
I can designate a parent task ("Check earthing") as dependent on the completion of one or more of its subtasks, but someone who has been assigned the parent task and its subtasks can close the parent task and all of its subtasks with close without a warningResources are not Users and Users are not Resources
The good news is that we are committed to using Zoho Project because it has great value and functionality. The bad news is that there are basic improvements that need to be made. One of my pet peeves with Zoho Project is the blending of Users and Resources. Resources are not Users and the requirement to have an email address for every Resource is cumbersome and not practical. In addition, having to pre-register a Resource in a convoluted fashion is frustrating. Users are not necessarily Resources,Create project form quotes using custom function
I am trying to create a new project from quotes using below code. have already created a connection using zoho qauth. it was creating a project earlier without the quotes id and details. However, I need to have the project created with details from theProjects - Weekly Time Log - User changes incorrectly after Project selection
I am reviewing Projects for our needs and I am for the most part satisfied, but not sure if the issue I've come across is a bug or a misconfiguration. I have the need for multiple users to be able to access projects (I setup a Team and associated it),Change the assigned task owner depending on the task status defined in a blueprint
If a blueprint is being applied to a task then it would be useful to be able to change the assigned task owners depending on the currently worked on workflow status. For example look at the process of a documentation task where the "document writer" is assigned to draft a text. When the drafting status is finished then the task is assigned to a "proofreader". In that case the task owner should be changed to the proofreader. Both of the "document writer" and the "proofreader" should be listed as theTrying to set up templates that include checklist(s)
I am pretty new to Zoho and am looking to create templates for recurring tasks but want to use checklists. An example: Tasklist 1 >Task A >SubTask1 >Checklist A However when I create this structure, and choose Make as Template, it stripsGroup My Tasks Kanban view by projects.
It would be extremely useful to have some additional ways to see Kanban breakdown in My Tasks. By Project would be especially useful. Thank YouChange task columns for users?
Is it possible to change the default/starting task columns our users see? In the project template, I've modified the task columns (which columns appear and their order) but when I create a new project from the template, those modifications don't come across. Thanks, ScottProject folder permissions
Is it possible to create separate permission for the document folders within a project? One group of project members will have access to one folder and a second group will have access to another folder. I would like to know if this is possible and if so how can it be done?Customized fields within Milestones
Hey Zoho Friends, At my company, and I'm sure many others, the ability to add custom fields to milestones would be super beneficial. From an agile marketing perspective, one of the main measurements we use is protectiveness and timing of milestones in order to plan and mange projects efficiently. If we had the ability to add planned time within a milestone and also state whether the milestone was proactive or reactive it would help with our overall reporting and our company initiative of becomingcan a milestone have more than one owner?
hi, Is it possible to customise the milestones fields so that I can allocate more than one owner to a milestone? Thanks, LizCustom Fields in Milestones?
Very happy to see the new roll-out of custom fields for tasks! VERY useful for us!! That being said, we'd really like to see custom fields added to milestones as well. Here's our use case example: We use milestones to trigger billing, i.e. when all the tasks/tasklists associated with the milestone are complete, the milestone is closed and that triggers an invoice that goes out to clients for the work that we've done We would appreciate a field in the milestone that we could use to indicate the totalCan I copy a project plan?
I want to copy and rename a project plan but do not know how to do this?Import tasks to multiple project
Hi, We have about 500 projects to import to zoho project. We find a way to automatically create all 500 projects easily in Zoho Project but we cannot use project templates because we have differents tasks to import to differents projects. Is there aNo access to sprints board about projects
Hello, i connected one project with zoho sprints and can not access on sprints (show board) about sprints-tab from project. I get error no access to sprints.zoho.eu.How to schedule a meeting
Hi What is the best way to schedule a meeting associated into a project from ZOHO projects?... I don't see a tab for activities or something like that!Need CRM level of automation for Projects and tasks , not just Issue automation
create projects based on status of project or task Send notification to client when a task is marked complete or when a project is marked complete Ability to edit notifications (mine shows it's editable, but nothing actually shows up when I start typing) Create tasks at push of a button like in CRM Blueprint so all your projects are handled the same way Workflows that you can trigger, based on a number of criteria Anybody else sick of creating projects manually???? Even with task and projects templates,Archiving Projects - Losing info on Time Entry
I am trying to close out a project so that no more time can be entered against the project since it is complete - however when I change the status to "Archived" - it no longer shows the hours logged against that project in my Time Entry Export. This inhibits my ability to track utilization across team members. Is there a way to close a project but still be able to track the hours that were logged against it?There is no way to edit Client Company Information
When I look at Client Users I only see a way to delete a client company or change the primary client. How do I edit? There is no pencil icon to click on and do this. Thanks.Resource utilization chart - total hours across all users
Hi Zoho, Is it possible to see a total for each time segment in the utilisation chart? I'm trying to see whether my team as a whole is over utilized across time so i can re-schedule tasks to level our workload. At the moment i have to add up the hoursAbility to edit task templates - subtask order
Hello, For task templates you can reorder the tasks themselves but you cannot reorder the subtasks. For Example: If I want to add a task between "requirements walkthrough" and "build data model" I am not able to do that unless I delete or rename all theImport Projects from excel
I have thousands of old projects from an old crm, and I need to import them all to Zoho Projects, then associated them to the Deals in CRM. How do I so? I don't see a way to import projects from xls file.Ability to add multiple users to a task at the same time
Hello, It would be nice if there was the ability to add multiple owners at one time to a task. How it is currently setup, when you click to add a user as an owner to a task you must select a user and then click on the owner field again to select a differentIntegrating Zoho CRM and Zoho Projects
To what extent is it possible to integrate CRM and Projects? For instance, can I create a task/milestone/project in Projects relating to my clients in the CRM? Help is much appreciated. Apologies if this has been gone over -- I did a quick search and didn't see anything.Reordering Milestones
It is good to be able to reorder task lists. It was annoying not to be able to order tasks in the sequence in which they should be executed. It would be good if we could reorder milestones too, especially to group related milestones together. Or, at least, the milestones should automatically get reordered, at least, alphabetically for us to examine them more easily. NarayanAbility to Sync MS Project File with a Zoho Project
Greetings, I am trying to find out if there is a way to synchronize an MS Project file to a Zoho Project after importing to Z Project? I like the power of MS Project, but also like the sharing and collaboration of Z Project. Is there an add in for MS Project that will allow this? Any help or thoughts would be greatly appreciated.Profile Customization - Business Cases
Every organization will have its own structure, designations, and levels of permissions to be given to its users. Profiles & Roles in Zoho Projects lets you customize the access privileges and designation for the users. With robust profile & permissionTimesheet edit restriction
hi team, Any news in regards with period of time we allow for timesheets editing? The month/ weeks/ day doesnt work - for eg i now need to allow for timesheets between 1st sept-30 sept to be editable ( if i put days, i need to change the number daily,Hide recent projects section?
Is there a way to hide the recent projects section? It's not that useful to us and never gets looked at, but takes up valuable screen real estate. Can't see an option or any button to close it. Can we do this? If not can it be added? Chris.Next Page
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Learn at your convenience with our brand new Ebooks
Equipping our customers with smart project management techniques to navigate together in an ever evolving industry is our top priority. In that context, we’ve brought in a new addition to our learning materials- Ebooks. Ebooks help you learn on the goPower of Automation: Seamless Task and Issue Id Prefix Alignment with Project Prefix Id.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-File uploading enhancement - Zoho Projects iOS app update
Hello, everyone! In the most recent Zoho Projects iOS app update, we have made an enhancement with uploading the files on the app. You can now initiate a file upload and switch screens or apps. Once the app is reopened, the file upload will be automaticallyTime 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 keepEnhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped
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Zoho Projects API filter search?
Good day everyone, I am trying to grab all the projects that belong to a project group using the API. I got my group ID. I am already using some paramaters in my request to be able to grab more than 100 (yes we have a lot of projects). So trying to addProjects drop-down list only available for one customer
Am facing a challenge here, the projects drop down is only available for a single customer, and every new project I create is auto-allocated to the same customer, how do i rectify this? is it an error in the system?Learn at your convenience with our brand new Ebooks
Equipping our customers with smart project management techniques to navigate together in an ever evolving industry is our top priority. In that context, we’ve brought in a new addition to our learning materials- Ebooks. Ebooks help you learn on the goMilestone Bars not Syncing
My Milestone (orange) bars are not syncing like the Task List Bars do. Are they supposed to? I have to keep moving them manually. My Milestones say 0 days as well.Update Task API Limit Issue
I am running into issues with the API limit for update task in Zoho Projects. In a typical Project, we have 120-130 Tasks and I would like a field change made to the Project to propagate down to all Tasks that belong to the Project. (In this case "Territory).
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Time 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 keepEnhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be groupedTip 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 enableCatch Zoho Projects' New Video Series!
We have a refreshing update! Zoho Projects' How-To Video series is now live on Zoho Projects' Help page! The video series intends to provide significant information about Zoho Projects' features and solutions that would help users make full use of ZohoTip 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).
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