how to collapse gantt view automaticaly in projects?
Hi guys, in gantt view projects are always unfold into all subtasks (see screeshot). Is there any way to automaticaly collaps all milestonesClient Users can see posts in Feed from other Projects
Hello, I have been made aware of a recent issue where my Client Users are able to see posts on the Feed tab from Projects they have no access too. We use Zoho Projects for many Customer facing projects across our customer base and add Client users specificallyProject Template : Schedule, Gant, Start date
Hi I created a project template with all the tasks, milestones and tasklists. When creating a new project from this template, the dates are not automatically update for my project. All tasks are as "unscheduled tasks". Only dates for milestones are indicated.Increase the frequency of calendar sync
Its great that we can subscribe to our project calendar via gCal or iCal links, but it only refreshes/syncs down every 6-7 hours. I would prefer it to be instantly, but i understand that might be tough. Would it be possible to increase the sync to hourly at least? 6-7 hours is a long time to wait for our iphone calendars to refresh.Parallel Transitions in Zoho Projects
In a Blueprint, a transition refers to the link between two statuses. Often, tasks require inputs from multiple teams or people before they are completed or moved to the next stage. In Zoho Projects, a user can execute two or more transitions in parallel.Zoho Project - How to modify/delete Log Hours after Approval ?
Hi In Zoho Project, how to modify/delete Log Hours after his Approval? I'm not able to proceed at all . It's like I'm forced to delete the Task and create Task and log hours... Sounds strange, no?Tip 42: Create multiple layouts for projects
Every project you create has a unique strategy, goals, and functional requirements. To keep your projects on track, it is important to plan your project by defining the scope and requirements, specifying the deliverables, and setting deadlines. In order to do so, project layouts are extremely helpful in establishing your project plans and in capturing specific project details. With Zoho Projects, you can create multiple layouts to capture the unique details of every project. You can create projectBlockading Timesheet if status is not equal to "In progress"
Hello, I've been figuring out a way to force my coworkers to change the task status when writing time. Most of my coworkers don't even look at the status and let it sit on "Open" If possible i would like to know or create a way to force a task go to "inFilter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have2 Phases 4 tasklists, 10 tasks and 100 subtasksTip 36: Budget in Zoho Projects
Are costs escalating? Not sure where your money goes? Project Budget puts you in control... It is now easy to identify the tasks/bugs which exceed the planned cost of the project. Planned cost is the product of work hours and rate per hour (rate specified while creating the project budget). Cost variance is the difference between actual and planned cost. If you are in green then the overall cost is within the budget, red means that the actual cost exceeds the planned cost. If you are in red, juggleAdding task to multiple project
Hi We are an accounting firm and every year we need to create task to all of our project to add the same task by search criteria . I can not find a way to taks to multiple projet thanks CDCustomize 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, etcEnable Timesheet for Client Users
In Zoho Projects, the client users can log work hours in timesheets and track the time spent on tasks and issues. This permission can be enabled only by the portal owner or the admin. For instance, If the administrator wants a client user to add the timeDownloading PowerPoints from Zoho Project messes up the PowerPoints
Hello, we've been encountering an issue with Zoho Project/Zoho Show. When a user uploads a PowerPoint to Zoho project. After editing the project in Zoho Show and downloading it to use in PowerPoint, it messes up the PowerPoint. (Object missing, videosZoho Projects User Group Meet-Up in your city!
We are excited to announce the User Community initiative to engage with you all in person and take you through Zoho Projects. In this meet-up, our team will help you understand task management, task automation and features in Zoho Projects. CollaborateCan't Get "For Each" action to work through my list of Project milestones
I have created a function in the CRM that will update project details and all the milestones and tasks associated with that project when a particular trigger is actioned. I am trying to work through a list of milestones associated with a particular projectZoho Projects Resource Allocation & Sick Leave
Hi there, I've assigned a task to a user, putting in a start date of Wed 1st Feb to the Wed 8th Feb and assigned that user 20 hrs to do in that timeframe. The user has put in sick leave for Fri 3rd Feb in Zoho people (Therefore unable to do the no. ofClient E-mail Notification
Greetings, everyone. My company is growing and now I am at space where I absolutely need to have a bit of automation introduced on the client side. My needs for management is basically Client --> Client Project --> Tasks. I somewhat achieve this by creating a client under Projects and creating Tasks as individual projects (if there's a better way, by all means let me know!), but now I am somewhat at a lost. When a task is marked completed, I would like the ability to have an automatically e-mailWeekly Time Log Restrictions
Issue: When a user views “Weekly Time Log” all the previously populated time logs for the week are erased. Suggestion/Idea: Time logs that have been logged for the week gets populated in “Weekly Time Log”, a similar view to “Grid View”. For exampleFeld "Vorname" keine Umlaute zulässig
Der Name "Jörg" lässt sich nicht in der Kontakt-Feld "Vorname" einfügen.Logging time on tasks for external user
Hello, On some projects part of the work is done by an external company and i need to track those times too. Currently, I created a table in analytics where i enter manually the times linked to the task id. It is really painfull though. Is it possible to log time on projects for external user (only for tracking purpose, those users do not require any access to the tool). If it is not possible, can you suggest something more efficient than what i currently do with my custom table ? Thank you inShow / hide fields based on criteria
I am trying to set up a field which is shown only when a particular entry is selected. When One-2-One training is selected, the implementation starting date should be hidden.Customize the Color of the Task Bar in a Gantt Chart
The Gantt chart in Zoho Projects provides a visual representation of the project schedule. However, when there are multiple tasks in a project, it can be difficult to find the one that requires specific action. To ease this, users can now modify the colorProject Manager view Budget Hours not Budget $$
We want to use the Budgeting functionality of Projects, but our Project Managers don't need to see the Budgets in terms of Amounts ($), only in terms of Hours. Our Management Team need to see Project budgets in terms of Amounts ($) and not Hours. IsZoho Projects - Year End Review 2022
Hello everyone, As the year comes to a close, we would like to thank everyone who has been a part of the Zoho Projects journey. The past year was devoted to improving the product, enhancing user experience, and providing tools to boost productivity. Here'sEmbedding Zoho Analytics Dashboard 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, youSetting Tasks as default in Zoho Projects
Hey everyone, I have noticed that each time you switch between different projects it always goes to the dashboard page. I was wondering if there is a way to get the default to be the tasks tab rather than the dashboard tab? Any help is much appreciaCan't change project owner on some (not all) projects.
I've added a new user (Admin/Mgr) to ZOHO, but when I attempt to assign them as owner on a number of existing projects, the user's name does not show up in the list of available users on some, not all projects. I can assign them to 3/10 projects, but they do not show up on the list for the other 7... Seems very buggy to me... Also, I can not change User Profile settings on anyone.project location / maps?
is there a way to set the location for a project? as in an address that can be displayed or showed in google/apple maps?MS Project Import - Task dependencies, milestones and WBS not imported
New to Zoho. I've uploaded an MS Project from project 2013 and the dependencies & successors in project (Predecessors and Successors in Zoho) weren't populated, milestones weren't uploaded, and the work break down structure was lost. Did I do somethingZoho Issues
i have 230 issues in the exisiting project and i wanted to move all the issues to another project in bulk. Please suggestSend time tracking from Zoho over to Gusto for payroll.
Simple question. Do we have the ability to send time tracking from Zoho over to Gusto for payroll?Project ownership and assignment question
On our project management process, we have the following requirement. Project has a project owner. This is currently used for admin purposes. Project is assign to a team. Currently we dont use team, because we dont want all users of a team to see allHow do I use several different Task Templates in the same project?
Hi, I have created several different tasks templates each with unique fields in the Templates section. I want to use these different task templates in the same project. However, every time I associate any of the templates with my project it changes the template for all my tasks to that one template. I need this because I require the users to input different information for each of the many different tasks in one project. Any insight helps! Thank you!Unable to customize Timesheet form layout
I want to customize layout of timesheet form. I want to add some custom fields into it but Zoho Projects has no feature to customize it. Kindly assist on this.Customer 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.Tags Column: Show as Many Tags as Will Fit
For some reason, when looking at the main list of projects, only the first 2 tags are visible. Doesn't matter how wide you make the column, you only see the first two and a "+X" where X is however many more exist. Would be great if as many tags as willCan we set SLA as a default function for all projects
Hi, We are using Zoho projects for any material we receive for repair and maintenance. Our SLA is 2 days and need to escalate the project in case no action is taken in 2 days. Can we make SLA as a default feature in case we make any new projects withoutContext Menu in Zoho Projects
Context menus provide quick access to specific functions by a right-click on the mouse or touch-pad. Zoho Projects now supports context menus for the Users and Teams module. Context menus, as the name suggests, provide a set of functions based on thezoho timesheet email notifications
Hi all i've seen that in zoho project is possible to receive a reminder for the timesheet not compiled. I didn't find how to set that the administrator needs to receive the email for all the users Thanks in advance MarcoNext Page
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Parallel Transitions in Zoho Projects
In a Blueprint, a transition refers to the link between two statuses. Often, tasks require inputs from multiple teams or people before they are completed or moved to the next stage. In Zoho Projects, a user can execute two or more transitions in parallel.Tip 42: Create multiple layouts for projects
Every project you create has a unique strategy, goals, and functional requirements. To keep your projects on track, it is important to plan your project by defining the scope and requirements, specifying the deliverables, and setting deadlines. In order to do so, project layouts are extremely helpful in establishing your project plans and in capturing specific project details. With Zoho Projects, you can create multiple layouts to capture the unique details of every project. You can create projectTip 36: Budget in Zoho Projects
Are costs escalating? Not sure where your money goes? Project Budget puts you in control... It is now easy to identify the tasks/bugs which exceed the planned cost of the project. Planned cost is the product of work hours and rate per hour (rate specified while creating the project budget). Cost variance is the difference between actual and planned cost. If you are in green then the overall cost is within the budget, red means that the actual cost exceeds the planned cost. If you are in red, juggleEnable Timesheet for Client Users
In Zoho Projects, the client users can log work hours in timesheets and track the time spent on tasks and issues. This permission can be enabled only by the portal owner or the admin. For instance, If the administrator wants a client user to add the timeZoho Projects User Group Meet-Up in your city!
We are excited to announce the User Community initiative to engage with you all in person and take you through Zoho Projects. In this meet-up, our team will help you understand task management, task automation and features in Zoho Projects. Collaborate
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Filter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have2 Phases 4 tasklists, 10 tasks and 100 subtasksClient Users can see posts in Feed from other Projects
Hello, I have been made aware of a recent issue where my Client Users are able to see posts on the Feed tab from Projects they have no access too. We use Zoho Projects for many Customer facing projects across our customer base and add Client users specificallyBlockading Timesheet if status is not equal to "In progress"
Hello, I've been figuring out a way to force my coworkers to change the task status when writing time. Most of my coworkers don't even look at the status and let it sit on "Open" If possible i would like to know or create a way to force a task go to "inProject Template : Schedule, Gant, Start date
Hi I created a project template with all the tasks, milestones and tasklists. When creating a new project from this template, the dates are not automatically update for my project. All tasks are as "unscheduled tasks". Only dates for milestones are indicated.
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Parallel Transitions in Zoho Projects
In a Blueprint, a transition refers to the link between two statuses. Often, tasks require inputs from multiple teams or people before they are completed or moved to the next stage. In Zoho Projects, a user can execute two or more transitions in parallel.Tip 42: Create multiple layouts for projects
Every project you create has a unique strategy, goals, and functional requirements. To keep your projects on track, it is important to plan your project by defining the scope and requirements, specifying the deliverables, and setting deadlines. In order to do so, project layouts are extremely helpful in establishing your project plans and in capturing specific project details. With Zoho Projects, you can create multiple layouts to capture the unique details of every project. You can create projectZoho Projects User Group Meet-Up in your city!
We are excited to announce the User Community initiative to engage with you all in person and take you through Zoho Projects. In this meet-up, our team will help you understand task management, task automation and features in Zoho Projects. CollaborateZoho Projects - Year End Review 2022
Hello everyone, As the year comes to a close, we would like to thank everyone who has been a part of the Zoho Projects journey. The past year was devoted to improving the product, enhancing user experience, and providing tools to boost productivity. Here'sEmbedding Zoho Analytics Dashboard 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, you
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