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 see
Custom 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, OR
Kanban 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?
Widgets 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 Working
Introducing 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.
Add 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 is
Zoho 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,
Modifying 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 channel
Outlook 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 of
Dropbox 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?
Possible 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 linking
Start - 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
Subfolders section is now available within the Documents module of the Zoho Projects iOS app
Hello All, In the latest version of the Zoho Projects iOS app, we have brought in support for the subfolders section in the Documents module. Users will now be able to view the subfolders and add files to them. I have attached a screenshot below for
API:Owner id on project
How to set the owner on the project thru API
task time estimates
Any chance of including a task time estimate field in the tasks, this combined with timekeeping should alow user to see on the exported report which tasks took more/less actual work time than expected, it'd be really useful if that would also show up in a gannt like report.
What happens if I delete a portal user?
Hello, I have a few employees (users) who are no longer with my organization. However, they are creators/owners of several projects (and even templates), as well as being assignees of tasks of course. If I delete the portal users, what happens to their projects? Templates? Tasks? I assume they they would all just become "unassigned" but I want to make absolutely sure as we cannot lose any of this information if I delete the users from the portal. Thanks, Jared
Task Workflow Rules
Workflow rules are used for triggering an action when a specific criteria is met. In Zoho Projects, you can create a criteria and perform three actions, updating a field, association a webhook and sending an email. For instance consider a scenario where
Imports not available under Data Administration menu in Projects
Is there a bug or some maintenance happening today? I need to import a project and no longer see Imports under Data Administration, or anywhere else for that matter. I logged a ticket but I need to get this import done sooner than later so hoping someone
Project Documents "Discussion" Folder?
Hi, What is the purpose of the "Discussion" folder under Documents? It seems to be created automatically and it can't be renamed or deleted. I don't understand the purposes of this, and it would be nice to be able to delete it. Thanks.
Option to Duplicate a Project (to a draft work-in-progress, possibly new version of existing project) (multiple reasons possible)
Option to Duplicate a Project (to a draft work-in-progress, possibly new version of existing project) (multiple reasons possible) Hello, In certain cases it is important to be able to redesign a existing (planned) project (workout different alternatives
Zoho Porjects loading error
Anyone have a loading error? Recently changed name of portal And now nothing works. My account, projects, tasks, account, setup, nothing connects to anything, it's just a blank screen. Somehow Zoho projects mobile app still works fine. Anyone have a
Moving task to another project
Hi Often I see myself in a situation, where I would like to move taks lists or single tasks from one project to a completely different project. Is that possible - and if not, when will you implement that? michel
Recurring sub-tasks
Hi there, Is there anyway to make a sub-task recur? There is the option to recur the task however nothing within that list.
Import Tasks – Fix Field Mapping
I've been trying to import tasks from a CSV and it's frustrating that I have to manually map the CSV column headers to the available fields, even though I've named them the same. Likewise, the Task Owner is not recognised even if I use the correct email address as the Task Owner value. Is there a way round this, to avoid manual mapping every time, and if not could you make it a feature request, please?
Workflow in Zoho projects
Can I set up workflows in Zoho projects, e. g. IF task1 = is completed THEN inform owner of next task so he starts with task
Zoho Projects "Budget amount" = Zoho CRM Deal "Amount"
We use Zoho CRM and have Zoho Projects integrated. When converting a Deal to a Project by clicking "New Project", we'd like the "Budget amount" field to be populated with the Deal "Amount" value? For example, Deal amount = £100,000 and so the "Budget
FEATURE REQUEST- Batch Reminder&Recurrence
Hello, I'm a new PREMIUM user, because I wanted to make use of the reminder. I noticed that I must set the reminder for each indivual step of my tasklist template. SUGGESTION: use the "select all" feature that opens whenever a checkbox is selected and add a batch Reminder & Recurrence option. (as per example image attached). I understand that the R & R function can only work when a due date is configured. So, in the case of a "select all" and attempted batch R & R, you could have a message that
Exporting Tasks from Multiple Projects
It appears in Projects you can only export Tasks one project at a time. Is there anyway to export all active projects in one step? Would be extremely helpful.
Yeah! Can Assign Task to Team! Booooo! Can't then Bulk Assign to User
I know myself and many others have been asking for a way to assign task(s) to a Team or group rather than to an individual. It seems like this functionality has recently arrived without much fanfare. But, my Design team who's been waiting specifically
Using Zoho Projects in the Apparel Industry
Are you in the apparel industry - Merchandising/Production/Design using Zoho Projects? I'm interested in discussing how you are using Zoho projects.
Setting Task Dependencies in Zoho Projects
Task dependency is created to link tasks in order to manage them better. This relationship between tasks drives the project schedule. Here are some of the most frequently asked questions on task dependencies in Zoho Projects: What type of task dependencies does Zoho Projects support? Zoho Projects supports Finish To Start dependencies in tasks. This is the default dependency type that Zoho Projects uses. In a Finish-To-Start dependency, the dependent or successor task can’t begin until the predecessor
Changed project budget
By The Grace of G-d. Hi, I Have a project that was budgeted based on hourly rate. Now, the rate has changed. Houw would you suggest to update the rate from now on without changing the already billed hours rate?
Automatic Project Percentage Update based on Status
Hi, is there or will there be a feature where based on the milestones and the due dates that you have set, the Status of the task can determine its percentage? It would be efficient because if i have a task i wouldn't have to manually update the percentage of the task, it can be done simply by moving the task to the next status field. Which would mean that i can set a percentage number of reach status in between Open and Closed. Thank You.
Enhancement Request: Default task assignment needed.
This request is especially useful if you are a one-person shop and manage all projects, milestones and tasks yourself. I propose a setting that would default all task assignments and such to the user I select. In my case they would all be assigned to me. Thanks, Jeff
Copying Task custom view to another project
I have created a task custom view in a project, and would like to use that same custom view in other projects. Right now it appears that I have to re-create this same custom view in each project I want to use it for. Is there a way to make it available to other projects? I did see that if I use the "my tasks" widget on the home page I can access this custom view for all tasks for all projects. This is sometimes helpful. But I would like to also access this custom view just within each project
Types of Budget in Zoho Projects
Zoho Projects budget feature allows users to track costs at a project, milestone, and task level. Budget could be based on either amount or hours. If your project is based on hours then the Difference column shows the difference between planned and actual
EVM in Zoho Projects
EVM or Earned Value Management allows Project Managers to measure the progress of the project in terms of costs and its schedule. Zoho Projects lets users to evaluate projects by automatically calculating key metrics such as Planned Value, Earned Value,
Speed Up Your Project Activities Using Chrome Extension
Zoho Projects lets you manage your project activities on the go with chrome extension. Today, let us read through a simple, cool and interesting post on - How setting up a chrome extension in your browser increases your project management voluminously. What are the benefits of installing chrome extension? To ease the process of managing your projects, Zoho Projects introduces chrome extension which helps you to access your projects across the web pages. Easy to accomplish your project activities
Resizing window causes Kanban view to break
System: MacOS 11.2.3, Safari 14.0.3 Reproduction steps: A. Open a safari window approximately 1300px wide. B. Open a Zoho Project in Kanban view with 9 lanes/statuses. C. Once the page has finished loading start dragging to increase the size of the window
Task Workflow
Dear all, I have been working with Zoho Projects for quite some time know and I have previously been working a lot with trac and Microsoft Project. The one major thing which would make Zoho Projects the ultimate experience is to implement a workflow for tasks. I would like to have the ability to define custom types of tasks (such as "Document", "Design", "Manufacture" etc). For each type of task I want to define a work flow so that the task can jump between different states. When a task jumps from
Next Page