Profiles - Comment Edit/ Delete Permissions
Posting comments under a task, a milestone, or any other module is an important way to collaborate with your team members. You can now set permissions in Zoho Projects to have more control over the module's comment section. For instance, if you want toAuto-update the Successor Task Status.
Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successorCustom Function for Milestone Auto-Complete
A custom function is a of software code that can help automate a process. Users can write their own Custom Functions using deluge and call them from a workflow. Let us take a look at how custom functions can help organizations manage their workflow. CustomGallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.Employee User to see Hours not $$
We have a Role of Project Manager who needs to be able to see Project Budgets in terms of Hours, but not the $ associated with the budget. We also don't want this Role to see the Hourly rates associated with users on a project. Is this possible?Milestone Layouts and Fields
In Zoho Projects you can now create customized layouts and fields for your milestones based on your project's requirement. Create custom sections and add custom fields to the sections to create new milestone forms and capture relevant information. Benefits:Web Tabs in Zoho Projects
Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, youHow to get total of logged hours spent on a milestone or tasklist?
Hi, I'd like to filter logged hours for a specific tasklist or milestone, how can I achieve this ? Another approach would be to show the total of logged hours concerning a milestone. Thankstrigger a blueprint transition
is there a way to trigger a transition to happen automatically? ie, if i update a field from NO to YES, then the blueprint will automatically transition to the next status, along with automatically update a few fields. or if not, is there a way to bulk change blueprint transition among multiple tasks?Is there any option to Put HSN Code & Gst rates to Projects itself
I have several projects created for various customers. My employees updates the timesheets regularly and make them billable. Every month invoices generated by including the unbilled projects. But everytime we need to add HSN Code and tax rates for theTask Dependency - Predecessor and Successor Task Columns in the List View
Task Dependency establishes connection between multiple tasks. It specifies the sequence in which tasks must be completed before other tasks can commence. While the Gantt chart in Zoho Projects provides visual representation of task dependencies, usersCant BCC comments
Whats the reason why we cant bcc to add to comments? We are getting this error: We are unable to process this email. WHY DID THIS HAPPEN? We suspect the below reasons to be the cause of failure : 1. You might have mis-spelt the email address. 2. You might have added the email address in BCC I used the copy option within the comments to copy the email address. It works fine if I cc, just not bcc.All Events Shifted Forward 2 Days + Forward Arrow Not Working
Raising for second time (original post disappeared). 1) All events within the Zoho Project Calendar have moved forward by 2 days - past, present, and future. All events once due Monday are now on a Tuesday, Tuesdays are Thursdays, etc. etc. etc. andCustomer Approval of Project Timesheets
After a session with Zoho Support, it appears, that it's not possible to enable Client Approval of timesheets that are created within Projects. I have to assume other Projects users have the same need, i.e. Client Approval of timesheets in order to invoice.Tip #30 - Cloning a project
Sometimes, you'll want to use the same data from an existing project to create a new one. This is usually done by cloning an existing project. We have a simple work around wherein you can create a project template in Zoho Projects and save time recreating the wheel. Using this, it is possible to duplicate the data from an existing project into a new project. When creating a project template select the option "Choose from Projects" and select the project which you want to clone or duplicate to reuseImplementing OKR (Objective Key Result) Methodology
I am searching for a way to implement OKR methodology in Zoho Projects. Recently asana has launched this feature in its latest update. https://www.youtube.com/watch?v=Pdl30lWH2lY&list=PLNzc9PubwlIkev1VuIhSTzwc4aYPIncwz&index=5&t=0s on this link one can see how it works I want to know how can I implement this into Zoho Projects My idea: 1. Name the project group in Zoho project based on Objectives 2. Name the individual project (within the project group) as Key Results 3. Name project tasks as tasksCustomer as Associated Teams in Project Template
Hi ! I have a question, I have a created a project template and I assigned teams to each task But since there are some tasks that need to be completed by the customers, what's the best way to manage this? Since for every project we have different customers,JIRA Import not available for Zoho One????
Why is the JIRA project import NOT available for Zoho One customers? This seems crazy!Streamline Task Allocation With Zoho Projects
Well-defined and efficient project management is really important while working on any kind of project. There are generally many steps that must be managed for a project irrespective of the size. In case you are out in the market looking for a projectTask delayed
When a task was delayed. How to notify users? Would it be possible to add "late" status and expire on expiration date to notify the user and change to status?how to do getrecordsby id task in zoho projects
Hi, May i know the sample script of getrecordsbyid in zoho projects .. i am trying this in custom function ; becuase i have added 2 custom filds. so using getrecordsby id for projects module in projects hope i can do this. Pls let me know. Thanks andTip #24: Zoho Meeting Integration
We have been constantly working on Zoho Projects to make it more productive for you to organize your projects and manage your team. Businesses around the world always seek to ramp up their potential and their development is emphatically dependent on ideal communication and time management of the team. With this meeting integration, Zoho Projects has made it easy for you to schedule an online meeting to cooperate with your team. Let’s see how this integration helps Helen who works as a manager atFixed cost projects and Actuals
Recently my company and i have been working with Zoho Projects. We are a consultancy which consults in microsoft. Now we use Zoho Projects for our projectmanagement and our invoice via books en zoho expense. So the question is as follows, We have twoZoho Projects: Quarterly Updates | Q1 2022
We would like to share the quarterly updates for the period January to March. User Hierarchy: Users can enable Hierarchy settings to maintain a tree structure based on user roles. You can assign reporting managers and approve Timesheets based on the reportingPlease Allow Us to Edit Task Field Priority Statuses
In Zoho CRM and Zoho Desk we can set the options for the pick list Priority. Just as in Zoho Bugstopper we can set them for severity, Please allow us to do the same for Zoho Projects task priority. We use (4) priorities and would like them to be consistent across our Zoho applications. Thank YouCustomize Column in Projects - Default View for Template?
Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over. Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etcWork orders or similar
We currently use tasks as work orders. It works but its not ideal. Can we make this better? We create a task for a specific date and assign it to our techs. They get to the job site and start a timer. When they leave, they stop the timer, add a description,Add the ability to Export a PDF and CSV from Milestones
It would be awesome to be able to export this page as a PDF: Additionally being able to export this exact view as a CSV would be an added bonus!Collaborative Editing for Project Pages?
Are there any plans to add collaborative features to Project Pages? Currently, if a user is editing a Page and a 2nd user also edits a page, the result is a last save wins situation for their edits, which is bad! In the worst case, it should warn a userHow to add same Client User to more than one Project
In Zoho Projects, we are able to add a Client User to a Project. We need to add the same Client User to other Projects. When I try to add the existing Client User to a different Project, I get this message below. It does not allow us to add any ExistingGroup by Owner/ Owner Kanban /Group by Custom Field
Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on. We are seeking an optionContractor Users
How can I give a contractor access to view all project tasks?Client users
Does the client users count as users as mention in the pricing plans?Task Numbering
Does anyone know ANYTHING about this new task numbering system that was just released today? I find it frustrating that updates are rolled out randomly with no prior announcement, communication, or support information. I contacted Zoho Support and was told they are working on a UserGuide "soon" and that "it will be useful to number your tasks." Also there is no way to disable this (completely useless) feature. I would like to have more information on updates BEFORE they happen so I can inform myTrack time against events, and allow associating of tasks to events.
can you please add the ability to track time against Events, and also to associate tasks to events. This would help our scheduling a lot. Right now we make a task for each appointment which the techs then track time against. then they have to completeTime Log Threshold for Reminders
In Zoho Projects, the admins can now set a threshold for Time Log reminders. The user will be notified if the entered log hours are less than specified duration. For instance, if the admin sets 9 hours as the threshold and if a user logs 8 hours, a reminderAllow associating of tasks to other tasks
right now, we can associate tasks to issues(bugs) inside zoho projects desktop. this is helpful because when you complete the issue the tasks can still remain open. With tasks, if i want my techs to complete sub tasks, then i can create sub tasks on aAdjusting several task attributes to many tasks at once.
We often need to change several attributes of several tasks. This takes a lot of time, and I've been doing this for years. We really need a better solution right now. For instance, we have a few custom fields that we use on tasks. Let's say we have 5Timesheet SOP
Hello Community, Does anyone have a SOP for entering timesheets that you would share with me? I want to make sure I don't miss any features. We have been using Projects and timesheets for almost 2 years, but there has been a lot of push-back and lackTip #33: Restricting time logs for past and future dates
Here's a tip on how to restrict users from entering log hours for the past or future dates in the Timesheet. Once timesheets are approved the invoice is generated for the month. If an employee makes changes to the past dates, the changes will reflect in the reports of the subsequent month. Reconciling this data with the previous month's invoice can be confusing and time-consuming. To avoid errors, the users are denied permission to add or edit past hours in the Timesheet by choosing the Don't AllowNext Page
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Profiles - Comment Edit/ Delete Permissions
Posting comments under a task, a milestone, or any other module is an important way to collaborate with your team members. You can now set permissions in Zoho Projects to have more control over the module's comment section. For instance, if you want toAuto-update the Successor Task Status.
Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successorCustom Function for Milestone Auto-Complete
A custom function is a of software code that can help automate a process. Users can write their own Custom Functions using deluge and call them from a workflow. Let us take a look at how custom functions can help organizations manage their workflow. CustomGallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.Milestone Layouts and Fields
In Zoho Projects you can now create customized layouts and fields for your milestones based on your project's requirement. Create custom sections and add custom fields to the sections to create new milestone forms and capture relevant information. Benefits:
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Customer as Associated Teams in Project Template
Hi ! I have a question, I have a created a project template and I assigned teams to each task But since there are some tasks that need to be completed by the customers, what's the best way to manage this? Since for every project we have different customers,How to get total of logged hours spent on a milestone or tasklist?
Hi, I'd like to filter logged hours for a specific tasklist or milestone, how can I achieve this ? Another approach would be to show the total of logged hours concerning a milestone. ThanksIs there any option to Put HSN Code & Gst rates to Projects itself
I have several projects created for various customers. My employees updates the timesheets regularly and make them billable. Every month invoices generated by including the unbilled projects. But everytime we need to add HSN Code and tax rates for theAll Events Shifted Forward 2 Days + Forward Arrow Not Working
Raising for second time (original post disappeared). 1) All events within the Zoho Project Calendar have moved forward by 2 days - past, present, and future. All events once due Monday are now on a Tuesday, Tuesdays are Thursdays, etc. etc. etc. and
Sticky Posts
Profiles - Comment Edit/ Delete Permissions
Posting comments under a task, a milestone, or any other module is an important way to collaborate with your team members. You can now set permissions in Zoho Projects to have more control over the module's comment section. For instance, if you want toAuto-update the Successor Task Status.
Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successorCustom Function for Milestone Auto-Complete
A custom function is a of software code that can help automate a process. Users can write their own Custom Functions using deluge and call them from a workflow. Let us take a look at how custom functions can help organizations manage their workflow. CustomGallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.Zoho Projects: Quarterly Updates | Q1 2022
We would like to share the quarterly updates for the period January to March. User Hierarchy: Users can enable Hierarchy settings to maintain a tree structure based on user roles. You can assign reporting managers and approve Timesheets based on the reporting