Zoho Projects: When searching, show option to “Open File in Location" or at least view location to see where it is filed
When using the search function in Zoho Projects, it would be really helpful to see where the file it located. At the moment, we can only click on the file to open it new browser tab, but we have no idea what folder it is located in, unless we manually open every folder to find it.Custom Relatable Item
I am creating project templates for construction and have milestones with task lists with tasks. I would be nice to be able to create a custom item with custom fields for me to be able to create rooms and for the tasks, be able to relate which tasks go applied to the required rooms. Possibly a feature request or possibly a workaround? I tried issues, but that is not what I want to do as I want to use issues for issues. Thank you Jason SpicerTasks in Project Template not being populated in "New Project"
I'm creating projects from Template Projects that have Tasks pre-populated. When I perform the "New Project" action and use a template, the tasks are not being copied over from the template. I'm certain that there's a check box or setting that I need to enable to copy the tasks over from the template, but I'm not sure where or what it is. Please advise, thank you,Editing fields from projects list view
Hi. In current design only admins can edit/archive projects (1) and change values in all displayed fields directly from the list of projects (2) - could you tell me why is that? From our point of view is absolutely something opposite to productivity... Our users are not admins and this functionality would make their work a lot easier. Could you improve that? Btw if I will grant all users admin privileges, our management team and other departments won't be able to manage their projects because onlyAdding multiple tasks at once
Is there a way of sending multiple task to a project from the template rather than adding them separately. Additionally, when a project template is created can you add tasks to that template? RegardsI want to add taks to google calendar
I want projects and my gsuite calendar to sync. I have found this: https://www.zoho.com/projects/help/tasks-googlecalendar.html It says "Add to Google Calendar and Add to Google Task options are available only if you have synched Zoho Projects with your GoogleApps domain." But how am i doing this?Create a Trigger that push field values from Zoho Projects MY TASK VIEW into MY TIMESHEET VIEW
Using Zoho Flow, how do I get the data from the MY TASK VIEW into the MY TIMESHEET weekly log VIEW ? By using Zoho Flow, I want to have a Trigger that will push the field values of Project Names, Tasks, and Assigned Task Owner into the PROJECTS TIMESHEET.Sub Tasks is Here!!!
Hello Everyone, I take this opportunity to wish you a happy new year and inform you about the launch of the Subtasks feature, the most requested one, in Zoho Projects. A perfect beginning for the year 2012, Isn't it. Subtasks are a convenient way to organize projects and tasks that have multiple steps. Let us see how the Subtasks feature has improved the project management in Zoho Projects. Import MS Project file When a MS Project file is imported into Zoho Projects, the task & subtasks structureYour favourite Project management app, now with iOS13 experience
Hello iOS Zoho Projects Mobile app users! iOS13 is here! So is the most effective project management app, now with the iOS13 experience. Here are the features supported in the latest version of the app: Dark mode: While iOS13 has released the Dark mode feature for the device and so have we in the mobile app. Dark mode provides better legibility to reduce the strain on your eyes and get things done for longer periods. You can also select the dark mode when the device is chosen to be inCustomize for each single project?
Hi, I have customuized statuses for Tickets in Projects. But they are only applied to one single project. Do I really have to customize again for each project or can I make overall status adjustments for tickets in all projects? Best regards CamillaFeature Request: Global Timer Search Enhancement
The global timer is great and the ability to search for specific tasks is great. But it would be greater if the search was also able to search project names - e.g. I could search for a project name and have the tasks that are part of that project show up.Task templates for mobile app?
Is there plans for adding task and project templates to the mobile app? Many times I am at a jobsite with my phone or tablet and trying to create a project with tasks with the same kind of tasks that I have made templates for, but have to recreate all new tasks from my phone which is time consuming to retype the tasks with one finger on the phone.PROJECT - Divide the budget of a project into various items
Hi All, is there a possibility when I create a project to divide the budget into various items ? ( for example budget of labor, budget of raw items... ) Thanks for support Bye byeZoho Projects - Editing the Project Description in Overview
Hello - it would be great to get a warning when you are leaving the project description edit area and you have not saved your changes. I have lost information numerous times now by forgetting to save any updates. Thanks!Setting projects as tasks within other projects
Is it possible to set a small project, that would be paid for separately, as a task within another larger project? If working with multiple suppliers / customers to deliver different outputs that will be combined at a later date, it can be useful to combine all the separate projects into one 'master project'. For example: Project A - Make a cup of tea Tasks - Fill kettle - Put kettle on - Get teabag - etc Project B - Get Milk - Go to shop - Buy Milk - etc Can we set 'Project B - Get Milk' as a taskDefault Project Filter set to "ME"
Is there a setting that I can make, that will show only my projects by default when I click the projects button?Sticky Note - daily reminder
I realize that I am trying to use Zoho-Projects in a different way it was designed for when I am forcing a more personal GTD-type functionality onto the program, but still ... I'd like to try. There is a Survey (Zoho-Survey) I need to fill in everyday - which is not really associated with a specific project. I would like a Sticky Note (with the link to the Survey), or something like it, that is right there in front when I open Zoho-Projects. Ideally it would remind me & present the link daily. IPermission denied to create a project for a Potential and Account etc
Hi, I am a Admin in both CRM and Projects, but when I try to add a project to a potential in CRM I get an error Create Permission is not provided in Projects.Contact you Projects portal administrator. Can anyone help me out? RegardsEmail Alerts not listed for after a blueprint event
Email Alerts that I have created are not listed to choose from to be sent out after a blueprint transition. What am I missing?Have checklists show on on main screen when clicking on the task
Have checklists show on on main screen when clicking on the task without having to actually click on the tab 'checklists..' Otherwise, if a user doesn't click on the tab for checklists, the list could easily be missed.Assign Client Without Giving Access to all Project Task lists
Is there a way to assign a client to a project task list with out giving them access to other tasks lists within the project. We are running around 10 projects teams who look after a specific task list (area). We don't want all project teams to be able to see or access other Task List and only see the Task List they have access to under the one Project. As far as I can see, with out that, We would be creating multiple projects by team for their specific task list. Not very user friendly. Thanks!Project Start Date
I would like to have the ability to associate the Project Start Date with a specific task. Ex. What I consider to be my project Start date is actually in the middle of my project. All future tasks are dependencies and all past tasks are predecessors.View All Projects and Manually Log Hours
Used Cases: 1. We want to be able to VIEW all the Projects and Tasks assigned to an individual in a single page when we click MY TIMESHEET > WEEKLY LOG TIME -- without a need to click the drop-down box and select Projects and Tasks assigned to an individual. 2. On point number 1 above, we should be able to manually log the hours by going into the column to log Time, selecting each row (each Tasks) without opening another screen to Log the Time.Why are blueprints automaticly associated to new tasks
When I create a new task of any kind in a project, zoho is associating a blueprint to them. The blueprint doesn't have anything to do with the blueprint and the blueprint does not have any Criteria setup. Why is this happeingin and how can I stop it?Can not bulk delete more than 5 TASKS
I can check multiple tasks (in the same tasklist) but when i push delete nothing happens. When i uncheck some tasks i can delete and i found that does not allow me to delete more tha 5 at once. Is this a feature? If yes it is a problem because i am now deleting in packs of 5 TASKSz-Projects for organizing study?
Is anybody using z-Projects for study-projects? Not so much for "home-work", but rather for keeping track and organizing notes, progress, docs and next steps, etc. I would love to see examples and get inspiration/ideas on how to do this! (I am not a student or enrolled in a school, but an entrepreneur who needs to learn certain things for my business. So I'd like to gather sources of information, online courses, take notes and organize my approach & progress)Zoho Projects is down
Is anyone else having problems getting to Zoho Projects? We are getting a Zoho server error, impacting our business.... I thought Zoho had HA for their Applications!?Custom Task View for Due Date is Empty
I want to create a custom view so I can easily call up tasks for which due dates have not been assigned, so that I can go through and assign due dates to them. Is this possible? I tried to create such a view by selecting "due date" "is" and then leaving the criteria blank. However Projects will not let me save such a view and instead insists I make a selection for criteria such as "this month" etc. Thank YouHow to drive Summary tasks dates from subtasks
Hi, I'm struggling to work out how to allow a summary task or milestone date be driven by the scheduled activity below it. It would appear that I could have a summary task that is 4 days work and completes 1/9/19 but the tasks (work) below it are 400 days work and have dependencies that don't complete for months - and that in this scenario Zoho will accept. Is there a way to get subtasks and/or tasks to drive the dates for summary tasks? ThanksDependencies between projects
Hi everybody, we are looking at Zoho as a tool to manage our various projects within the team. The only question for us though is whether you can include dependencies between projects (not only tasks and milestones) since some of our projects are dependent on other projects getting to a certain stage or being completed. Does anybody know if that is possible and how to do it? Thanks!Related TASKs module VIEW filters BUGS
Related tasks was a very nice add but you have to fix some BUGS I have many but i will begin from the most important When someone in a project with related view permission wants to see All TASKS there is no option and can only view My open, My closed etc. This is wrong because he has permissions to see also created by him, followed etc. How he will see all the tasks that has permissions? He cant, so we made a custom filter from my admin account and this also will not work properly. He can see allGantt Chart for all users
The Gantt Charts are perfect to track your %completed and see if you are on schedule. The problem is that only the admin or users that can see all tasks can view gantt. Why? Is is very important for a user to be able to see all the TASK that he isrelated with in a gantt chart. So with the %completed tracking he can able to report to manager that he will miss some deadlines. This option is available only on those the can access global reports and you disable the best feature to increase the employeehow to restrict to only office IP
hi, I dont want portal users ( and not client users ) in zoho projects to login only from specific set of IPs. Please help how?My tasks by custom status in Kanban view
Hi, When viewing "My tasks" in kanban view we would like to be able to see the tasks ordered by custom status like when inside a project - not only by priority or percentage. Do you think it can be solved in the near future? Best regards CamillaZoho Release Roadmap
Is there a release roadmap for Zoho project for the next six months? I'd love to be able to share some of the upcoming functionality that will be available. Thanks."Related to" view for Clients
Hello! Is it possible to set up Clients access (View, Add) to Tasks and Tickets to only those that are related to them? We can set those permissions for users, but haven't had any success with our clients. Thank you!Use Duration and Start After to set time lead/lag for dependencies.
I've painstakingly built tasklist templates only to find that if you don't set lag-times, the time between your dependencies is not retained when you slide the predecessor tasks forward in the Gantt chart. My project has 25 tasklists, with ten dependencies each. That's 250 separate entries I need to make! Surely there's a better way. What if I could use the Duration and Start After times I've already set, and apply those to the lag times for dependencies? Even better if I could do this in bulk, orEmailing Project Dashboard
Management's interested in receiving daily emails with project's status. I reckon sending them a link to the Dashboard (or the dashboard itself) should suffice their needs. I looked around but can't find an option to email the dashboard, or summary of project advance. Is anyone emailing automatic project status to stakeholders? HELP!Users without access to All Tasks can not add Task lists
Why a user can not add a Task list and see only the tasks related to him later. The problem is that a simple user of a project can not use the template task list or can not even add a task list that he needs.Suddenly users cannot edit others' project tasks!
We have been using Project for a couple of years very successfully. Suddenly today, our users seem unable to edit their colleagues tasks, close them off, reassign them to others etc - when they have been able to do this previously. I am the super admin and can do this, but even my co director who is admin cannot. Why is this please? What have you suddenly changed?Next Page
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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 addLearn 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 goProjects 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?Milestone 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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