Exporting Critical Tasks
Is there a way to add an extra column to denote the tasks as "critical tasks" when exported to excel format?Dashboard lists
Can a dashboard list show more than 10 items? Example- Today's Work Items on my current project has more than 10 items but only 10 of them show in the list.Budget Items
Currently it seems you can only have budget items related to work hours based upon task. If I want to added budget items around travel related expenses or other expenses for the project how can I currently track that? Having the ability to add additional budget items beyond just hours seems to be a big need, since expenses are not just hours. Any suggestions or guidance would be apprecaiated.Dashboard filters
When looking at the project dashboard, for example Today's Work Items, can I filter by owner and not just see all of the items in the project?URL as task field type
I do remember reading a request about adding URL links as a task field type but couldn't find it on search so here it is : Please consider adding URL links as a task field type.Are you going to introduce the "On Hold" type statuses into Projects?
I have just finished watching your "Blueprints in Zoho Projects" video. I'm curious if you are going to introduce the "On Hold" type statuses into Projects. This feature was recently included into the Desk ticket status types back a few months ago. An "On Hold" type of status should stop a timer on the task (or at least create a second type of reporting time) and create an additional report where the timer is calculated based on the task type. On Desk an "On Hold" type status means that the timerPlease make integration with Zoho Desk as good as it is with ZenDesk
Hello, you have an excellent integration with ZenDesk, screenshot below. Please please please give us this for Desk :-)! And if you do, please put a number on where it says "zendesk" on the screenshot so the user can see at a glance how many Zoho Desk tickets are associated with the task. Thank You Thank you for considering.Can project resource be added that are not Zoho Project users
Many of our projects have outside resources or our own employees with minor roles. We like to show them on the projects as resources but I cannot find a way to create a resource without it being a Zoho user and paying for the account. Can this be done? ThanksCustomize profiles with new restrictions
In Zoho Projects, you have more control over the user profiles by customizing them with access permissions. We have now enhanced the module-level permissions such as view permission for tasks & issues and field-level permissions for tasks. You can customize user profiles to view only the relevant tasks. For instance, you can customize the manager user profile with permission to view all the tasks while the contractor user profile can view only their related tasks. Moreover, you can customize userList of attachments for Basecamp migration
Import your data from Basecamp into Zoho This page mentions that : You cannot import templates and attachments because of API limitations in Basecamp. My understanding of this statement is that the attachments in Basecamp To-Do's can't be imported into Zoho Project tasks. My question is if it's possible for you to create a report after the migration task is finished which includes the Basecamp To-Do url and the Zoho Project task ID/url where an attachment was found in a Basecamp To-Do and wasn'tExport tasks to Microsoft TFS
Is there any way to convert Zoho project tasks into Microsoft TFS? We use TFS to track all work and would like to lay Zoho on top of it for Project Management. ThanksGitLab Support
Hello, I am raising this feature request, because there is not a GitLab integration yet for ZOHO Projects.Roles and data sharing
I don't understand how to use the Roles setting under the user settings to enable data sharing. Can anyone give me some guidance? I have multiple teams under one organization that need access to projects created by users on their teams.. The only way I have found to do this so far is to have the project creator add his teammates manually each time a project is created.Is it possible to migrate only selected projects from Basecamp?
Can we select a set of projects from our Basecamp account when migrating? Also does the migration distinguish between Basecamp projects and teams? Basecamp3 has this new separation of "Teams" and "Projects". They are in fact not different entities from each other. "Teams" are rather used to create some team workspaces which aren't directly targeted at real projects.weird calendar bug with tasks and duplicates
see attached screenshots. the calendar is showing 1000's of recurring tasks for the same day. this happened last week too. the tasks do not show in the project itself.Tip 40: Activity reminder in Zoho Projects
Activity reminders come to the resue when you want to keep track of activities which are pending, overdue, or unassigned. You can customize and receive email reminders for the activities you need to follow up. Navigate to Personal Preferences in Setup and click Activity reminder under Notifications section. You can subscribe to receive email reminders based on the specified frequency. Learn more If you have any questions, do comment below or mail to us support@zohoprojects.com.Custom fields and sections for milestones.
Seems like milestones could use the ability to be customized. I'd like to be able to create layouts for milestones similar to how one creates them for tasks. Honestly, you all have the ideal functionality built, just needs to be applied to milestones.How I can create task in Project and link it with a Deal not Account in CRM
Background: I have Account with Deal in Zoho CRM and projects mapped with Account and Deal in Zoho Project. I would like to create task and sync them between Zoho Project and Zoho CRM. Problem is: When I tried to create task in Zoho CRM, I can either link task to Account Project or Deal Project. But when I tried to create task in Zoho Project, I can only link task to an Account, not Deal. See attached picture, you can only select Account, there is no Deal list.Single Day Project
Is there a way to make a project a single day? We have some projects that are very quick in duration but it wont let you set the same start and end date.Strict Dependency Option so Successor Doesn't Show in Tasks and Can't be Started
Zoho Dependencies are awesome but we're just missing the main purpose of dependencies. Use Case We manage a huge team and we need to make sure that tasks are being worked on in the order of priority. Almost all tasks in our projects have dependencies set, now we need to be able to control the tasks and make sure users work on the ones that needs to be finished first. Having the ability to make inactive or restrict work on tasks that have dependencies that have a unfinished predecessor (obviouslyFinance Tab disappeared for Profile/Roles
Was working just fine now disappeared now only admin can see it- tried to Edit but when I go to timesheets row and it says Finance the box is unable to click on it... very frustrated!Tip 39: In-built chat for tasks and issues in Zoho Projects
Molly, a senior analyst, is stuck on Electrical rough-wire task and is unable to resolve it. Instead of sending mails and delaying the task, Molly decides to start a discussion via the in-built chat channel in task. Her peers responds quickly and help her troubleshoot. People tend to respond immediately on chat, whereas they don't feel compelled to respond to long email threads. Here's what you can do with the in-built chat in task and issue, In the task or issue details page, click and thenMilestone : Can we add a budget in $ for at Milestone level?
Hi, Can we add a custom field or is there a place where we can add a budget in dollars for the work to be done in a milestone?Setting Different Work Hours by Day of Week
Our company has different work hours on different days of the week, currently we can only enter the same hours for all weekdays.OAuth2 - Current User
Hello, we been using your APIs a lot lately (CRM, Projects, Reports/Analytics). One thing we haven't found an answer to is that sometimes, we need to retrieve the email account of the current user (matching an access token). Many OAuth implementations provide a /me route to retrieve contextual information of the current user. Is there something like this available for Zoho? In Zoho Projects API, most route require to pass a userid. If we had access to the account email, we could retrieve the useridHow to solve Zoho Project's (PMS) data center issue to add the accounts of EU database into the US database?
We have observed a big problem with Zoho Projects (PMS), where we can’t add a client account if he/she is associated with the Zoho EU database. Since our Account is in the US database, any account is associated with the EU database can’t be added to our account. Now, there is a scenario when the client can’t close his/her other Zoho account from his/her side; how can we proceed with such projects?TOO MANY MANUAL ENTRIES
ZOHO PROJECTS!!!!!! YOU GUYS ARE KILLING ME WITH ALL THESE MANUAL ENTRIES IN YOUR PRODUCT. OMG I'M DYING. I NEED TO KNOW WHAT YOU GUYS ARE DOING TO FIX THESE GROSS, DISGUSTING WASTES OF TIME. HOW CAN YOU CREATE AN AUTOMATION AND YOU STILL CAN'T FIGURE OUT THAT YOU NEED TO HAVE A FIELD FOR GROUPS, BUDGET BASED ON, AND SO MANY OTHERS IN YOUR TEMPLATE. WHY DO I NEED TO CREATE PROJECTS FROM TEMPLATE AND HAVE TO SET GR0UP EVERY TIME FOR LITERALLY THE SAME TYPE OF WOOORRRKKKKKK.Tip 38: Project Custom Section and Custom Status
You can now customize your project layout with new sections, custom fields, and project status. Every project will have a default layout called the Standard Layout. All the projects in the portal will be associated with this layout. Project Information and Budget are the two default sections available in the Standard Layout. These sections consist of the default fields that can neither be edited nor deleted. You can add new sections and fields to the standard layout. How do I customize new sectionsCan I NOT invite a Client when connecting Projects to Books?
I've setup a Project with a Primary Contact in order to integrate with Books. However, my Client got an invite to join the project. I don't want that. I only want to establish the connection so we can invoice with Books. How do I do that? Thanks, ScottEnforcing Time Logging
Is there no way to send automated alerts to users who have not logged their time? Thank YouLog activities / hours spent on a project
We are a consulting company and will use PROJECTS to log the hour spent by our consultant on each project. It seems that i have to select a project and be in the project to log my activities / hours. I can't log it from one page by selecting the different project I work on. This is an issue as our consultants can simultanely work on 10-20 project so it is really time consuming. Is there a solution for that ? Thank youCustom Field Restrictions & Character Counts
Why are there restrictions on how many custom fields that can be added to tasks, projects, and issues? It forces companies to limit the amount of data recorded which is not an accurate representation of business reporting.Milestones and Task Lists
I have two questions I'm hoping the Zoho Community will be able to assist me with: What is the difference between a milestone and a task list? Seems like they are both ways to group tasks. Do you need to use milestones and task lists? What if I simply wanted to log my time to a few basic tasks? Here is some more information. For most of the projects I work on, I need to log my billable hours to a simple set of time sheet categories like the ones listed below: Project kickoff Fact finding / discoverySubtask Work Hours Not Reflected in Milestones
I have a Task List related to a milestone. Within that task list, I have subtasks with Work hours associated. When I look at the Milestone view, the work hours from subtasks do not show. In this screen shot, you can see the work hours associated to the "SEO Done" milestone. In this screen shot, you can see the milestone where hours are not displayed: (As an aside, I'm aware of the "roll up" feature for projects; a brief experimentation with that showed NO workhours displayed for tasks for subtasks.COMPANY-VALUE
How would someone go about creating a program which. 1.Added a contact 2.Ask for their company 3.Asks for the users individual value 4.Show a total value for all the companies 5.Show individual totals for each company adding up everyone who works for that company If anyone could get back to me that would be great.Migrate to enhanced Books integration with Project
Is there a way for me to use the enhanced Books integration? re: https://www.zoho.com/ca/books/help/integrations/projects-integration.html#old Thanks, ScottWhat happened to archive in Zoho Projects? How do I archive now?
It's giving me a dropdown with unwanted and confusing options. Too much feature creep, how do I just archive a finished project?Forum Categories do not Delete
When I'm adding a forum there is a "right side panel" that lists "Forum Categories". I have tons of categories for projects that have been trashed and Archived. I am absolutely certain that none of those projects ever had forums. When I delete a category (by clicking on the trash can beside it) the Category goes away but the next time I create another Forum, all the same categories are still there. Please help.Add Reminder function in the Pages section
When meeting with clients, I use the Pages section to take notes. It would be great to be able to have a check mark for items we write as "to do" and be able to find them quickly.+# Others note in Notifications
What does the "+3 more" in the corner of notifications mean? The "Notifications" that drop down when you click on the little Bell icon in the upper right corner of the zoho screen. How can I access those?Next Page
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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:-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 groupedPower of Automation :: Automatically update the Project status based on the Milestone status
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
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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.Projects and google maps
Is there a way to integrate google maps in zoho projects? I would like to show a map of a custom field address within the project. So that we can view that address within the project. Also even a better step would be to be able to create custom my mapsMoving Project Dependencies Not Moving Precedessors
Most of the time we want to base our start dates around an event that is in the middle of the project template. If I set a bar up at the date we want it, it doesn't move the predecessors up. Is there a way to change this? eg. there is no point starting
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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 enableRename Task Module To Suit Your Project
Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelledProject Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
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