5 easy ways to manage tasks - Post Two
In continuation with our earlier post on managing tasks, here are 5 more ideas. 1. Add a task: Simply tap 'T' from the task classic view to open the New Task form. 2. Reorder task lists: Tap the ellipses icon in the upper-right corner of the task classic
5 easy ways to manage tasks
Did you know that there are quicker ways to manage tasks in Zoho Projects? Here are 5 ideas to quickly manage tasks. 1. Quickly add tasks: Here are two options to quickly add tasks to your projects: Hover over a task to view the gear icon on the left
Ability to add tasks to my day on Zoho projects
Is there any way to add tasks to my day on Zoho projects? For example, our employees will log in in the morning and check their high-priority tasks. From that, they should be able to pick the top 3-5 tasks and add them to my day. At the end of the day,
How to manage combined consulting + training type of assignments
Hi! I need guidance on how to manage a special type of assignment we have at our consulting company. Some of our assignments combine consulting work with standard training. For the consulting portion, we quote time and a user rate and we charge for the
Update Task reminder_string formatting
Hello, I'm trying to update a task's reminder settings using the API, and I believe the reminder string is formatted correctly, yet updates aren't taking effect. The call "succeeds", but returns no task details. The reminder string is formatted as such:
Projects - Cannot Access a Project's Dashboard, Task Details, Gnatt Chart, ETC
When I select a project I created or someone shared with me, I get several Errors. The Dashboard doesn't load. Individual tasks say they're removed or deleted, when they're not. Gantt, Documents, Timesheet, Issues, and Forums gives this error: Ouch !
Problem with ZSC Key by integration of Zoho Projects with Zoho Books
Hi, I am trying to enable integration of Zoho Project with Zoho Books and need a ZSC Key for that. I've checked the knowledge base on this topic and the ZSC Key should be available in "Developer Space" in the Set Up, right between "Marketplace" and "Data
Bulk downloading of documents
Is it possible to download multiple documents at once, or even a whole folder? Am I missing this somewhere? Thanks.
Work planned/Resource Utilization
Hi There I want to view my teams entire pipeline of work - I want to clearly see the "work Planned" Hours for each task and each team member with a total number of Hours assigned for each team member for that week. It looks as though the resource utilization feature is the best way to do this, However why doesn't "total work allocated hours" include the "work planned" for over due tasks? If something isn't completed and its overdue, obviously the pipeline should allow for those hours of work in
Deleting a word deletes the previous space.
Noticed a bug in Zoho Projects, when a user selects and deleted an entire word. Then the previous space also gets deleted. For example if we write the following description: This is an example If I select the entire word "example", then the text would
Export all projects, tasks and documents
Good day! I need to make a backup of all our projects (all data, tasks, documents/files, etc), how or where to do this? Thanks!
Associate existing zoho projects task with a ticket
The new functionality zoho projects-desk works fine. We can create task from a ticket. Can we create ticket from a task? We use the ticket as communication portal with our clients and works perfect. the problem is when we want to say something to a client
Amending / Deleting Client user
I have a client user which has the correct email address, but the name has been populated incorrectly. How do I change the name of that user and where? I have deactivated the user, and deleted the deactivated user, but when I try to add the user again,
External Client user and access to Project documents
Hi there- I have added external client users to my project and have configured settings in Issues for them. My issue now is I don't want external users to have view/read/edit access to any documents or folders. I want them to have access to only one particular folder. How to do this? I don't see this in FAQ section. Please advise. Thanks Maria
World of warcraft
Let's talk about something non related to general theme of the discussion Have you ever played world of warcraft?
Status Timeline
Hi, I noticed that when clicking on a task, you can see a status timeline for that task. However, it is not able to be exported. I would like to see an entire project task status timeline for the duration of the project that can be exported to excel
How to edit or delete a task within a task list template?
I created task templates, added tasks, reordered them all fine. I npw need to change the name of some of the task and also delete some. It doesn't seem to be possible. Am i missing something? This is quite essential...
Client Users in a Team
Hi Can a client user be added to a team please? Thanks
Status and Workflow in Issue Tracker
Hi Everyone, Hope everyone is keeping well. Here we are with another post, which we believe might save your time by avoiding errors while creating workflows. If you want to add a status in the issue layout, then remember to include the new status
Interconnectivity
Hello, I am not sure if others would like to see this, but I think it would be helpful if there was a way to turn off the interconnectivity between start dates, end dates and duration.
Customer Account in Zoho Projects ?
Hi ! Playing with the free plan in Zoho Projects, i don't see any native "Customer" or "Account" list in the application , as we have in Zoho Desk. Did i missed something ? Considiring our project activities , having the customer information for wich
Tagged feed posts don't show up when filtering for tag?
Hey, I find the option to create and use tags in feed, tasks, projects etc. very helpful. If I tag a task I can find all tasks with the same tag very easily by clicking on the tag. Unfortunately I haven't yet found a way to do the same thing for feed
Number of days task is over due = number of task appears when "Overdue tasks" is filtered
Hi! I have a question specifically for overdue tasks. Our company has tasks that recur daily. If that task has not been completed for, let's say, 4 days, is it possible that if we go to our "Overdue tasks", we also see 4 different tasks created for the
Linking Tasks to each other in Zoho Projects
Coming from MeisterTask, which is a very basic task system, in comparison with Zoho Projects. We were able to link tasks to each other. This was extremely helpful, as many parent tasks had data or attachments that would help understand or complete other
How to view the total hours logged in a project from the project list view?
Hello Community! I want to manage to see the total hours charged in each project, from the list view of all projects. I am trying to customize this type of view, but I don't understand in which column this information is reflected. I have added the column
How to add my client for their web design project
Hi I'm a web designer trialling Zoho Projects and I've set up the milestones, task lists and tasks for a client's web development project. I am seeking advice on how to add my client to the project but not necessarily to view all of my tasks (many are process/admin type of lists which I don't need them to view). Currently I have many jobs on the go and I am emailing clients with issues such as mockups to check, chasing them down for content and anything in between! The emails are driving me crazy
Save Filters for Future Use
I have configured a filter and clicked Find, is there a possibility to save this filter as a View for future use as this is a filter I will be using frequently.
How do I sort by custom fields on tasks in Zoho Projects ?
Hi, Is there a way to sort tasks by custom fields ? Best regards, Sujani.
Upcoming Events only shows one week
I have calls scheduled months out in the calendar but I am not able to see them in the Upcoming Events widget in the project dashboard. This has made it very difficult for me to find if a client has a call scheduled and when it is, which is costing me
How can I show the Budget Status widget for a client user?
I have a project which a client user is assigned and has access to view. As an admin, manager myself I can see the Budget Status widget on my dashboard. How do I show this on my client user's dashboard? We effectively have a retainer client, say with a set number of hours per month so it's really important for them to see how many hours they are using on a project. Kind regards Greg
HOW TO UPDATE YOUR OUTDATED ZOHO AUTHTOKENS TO OAUTH CONNECTIONS
Zoho is moving on from authtoken to the more secure OAuth connections. What this means for your security is stricter access to your data through the Zoho API, with clear visibility on who is connecting to what, in an easy to use, standardized way. What
Deprecating Support for Authtokens in Zoho Projects
Dear Users, Authtokens and OAuth are currently used to authorize third-party applications to access Zoho Projects. However, going forward we will not be supporting authtokens. This means that effective 1st December, 2020, you will no longer be able to
Issue Reports with Custom Issue Fields
Is it possible to generate issue reports using a custom issue field as a parameter?
Time-logging feature has some issues.
My company recently shifted to ZOHO Projects this month. Previously our employees had been using ZOHO People to log their time. Now in ZOHO projects when I log my time, the following issues are arising: 1. Most of the times the projects for which I have to log time don't appear in the dropdown menu while logging time. This has been happening repeatedly. I am the Project Manager for many projects that I have created myself, but whenever I am about to log my weekly timesheet, not even a single project
Copy a project template?
How can I easily copy a project template into a similar template? We have many projects that will be similar and only different in slight ways. We'd like to set up a template for each without having to recreate each one. Can't I just copy one project template and then change the copy as desired?
Zoho projects - workers capacity across projects
Hello, the example is: We have a worker who's capacity is 8 hours a day. He needs to work on tasks which are in 2 different projects. I now want to assign these tasks to him. How do I know, that he for example has already tasks which take 6 hours within
Basic export question
I imported a "Microsoft Project" schedule into zoho Then I made changes in the project within zoho Can I now export the file back to MS project in mpp so that I can reopen . If I cannot do this how do I ensure the work flow is consistent . Thank you Peter pkofman@rogers.com
Not enough options in global task list
Hello. I find that the global task list lacks some options. To compensate for that, I need to create additional views, instead of seeing the information in a single view. My main need is seeing tasks from the same project together. There could be two
Time recording - multi-users per task
We are setting up Zoho Projects and will have tasks that multuple users will need to record time against. Is it possible to have different users recording time against the same task? If so how, and if not, how do you get round this? Thanks.
Task / Milestone status like GTD
in my company, often there are tasks or milestones that are waiting for a customer response (usually some kind of approval) before we can proceed. Previously we used a GTD (Getting Things Done) style of "Waiting for" context for the task in question.
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