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?Printing invidual Issues
I don't know if I'm the only one that still prints issues... When I used to print individual issues it would have the issue number at the top of the print out (e.g. IUT-292) Recently I noticed that the issue number is now missing from the print out. Was something changed recently?Why is "(1001) in front of project names in Browser Tabs
I just noticed that there is not a "(1001)" in front of the project name in my Chrome browser tabs. This is very inconvenient because there is a verly limited number of characters available in the tab label and with (1001) in front of the name I can't always tell what project the tab has open...Zoho Notification Emails in Outlook: Show Original Message by Default
When I receive notification emails from Zoho projects, I see what appears to be an auto-generated summary at the top, and a link below that that says "Show Original Message". The information I need is not included in the summary, so I always need to click the link to see the information that is important to me (e.g. I am looking for what the new task status is, number of work hours, etc.). It is annoying to keep having to click this to see the information I need. How can I see the "original message"Tip 34: Baseline in Zoho Projects
Baseline sets a benchmark for the project and tracks deviation in schedule. It is inevitable to have changes in a project. Create multiple baselines and compare them with your current project schedule. Establish an initial baseline before commencing the tasks. Baseline gives you a clear picture of all open tasks and comes in handy to compare and evaluate the current schedule. Don’t panic about losing track of tasks which delay the original schedule. You can set up multiple baselines and compareZoho Projects in relation to CRM, Calendar, and Mail... Are they integrated?
Are these apps integrated? I feel like they are not and that they must be used separately. For example, can you create a task specific to a specific lead and have it show up in Zoho projects as well and on the Calendar?Suggestions to make Checklist Extension better
I think the Checklist extension has some awesome potential. A few suggestions to make it better: on the Checklist tab, indicate the number of checklists so that there is some visual indicator that there's something to be looked at there...similar to showing the number of subtasks on the subtask tab. Be able to reorder checklist items. Checklist templates so we can add a pre-existing templates. ScottMessage in English
We have a client with your Portuguese profile settings and the warning messages appear in English. How to make? See attachmentDelivery date Bug
Hello, Dear, is there any option to plan the bug? At the moment I can only see the expiration date in the calendar. but in a bug I have 2 important milestones: 1.- Development 2.- Development tests I demand delivery date for each of these milestones, in order to deliver a date to my client. Currently I have them in Excel spreadsheet, but it is getting a little complicated. I would like to have the option of planning the delivery dates and being able to enter the actual dates. I realized that ifDelayed Tasks
Is there a method to display Delayed tasks based on Start Date and Finish date and % Completion? We would like to find a way to do this. ThanksCan the Milestone Gantt be exported to Excel
Hello dears, 1.- Can the Milestone Gantt be exported to Excel? 2.- Can you sort chronologically in the "Gantt de Hitos" option for the task list? See image 2.0 I will explain my problem, maybe they help me to organize it in the best way in zohoproject: Each ticket has development and testing, therefore, each milestone is a developer, example: Francisco. Then each developer has a task list that corresponds to a ticket number. Then each task list always has two tasks (Development and Testing) ThereforeBudgeted hours by tasklist or rôle
Hi, is it possible to add budget hours by tasklist or roles in Zproject? Thanks Marie-AndréeMultiple clients in one project
Hi, I have a question regarding the integrtion between Zoho CRm and Zoho Project. Is it possible to create a project, and have it linked to multiple clients (accounts) that are in CRM ? And also, is it possible to link tasks to specific clients ? Thank you for your help.Tip 35: Rejecting time logs in Zoho Projects
Hi, do you know you can reject a time log in Zoho Projects? Points to remember: Whoever has the permission to approve a time log can reject it too. When a time log is rejected, the activity is notified via the Feed, Activity Stream, Email, and Notification panel. A rejected time log will not be listed in the Timesheet view. It can be fetched by filtering the timesheet status. When a rejected time log is edited, its status will be updated to ‘Pending’ automatically and it will be resent for approval.Can't add tasks quickly without importing them
Hello, I must be missing this obvious feature found in all task software. how can you add tasks quickly? I see the import option but no one wants to spend time setting up an import sheet everytime they import tasks. Where is the quick add option or shortcut key? Thanks, Ryan.Zoho projects - Invoices
Hello, I would like to know how I can bill the projects directly from Zoho Books. I currently have all the integrations enabled, but I am not capable. I can only bill from Zoho Projects. I would also like to know if you can bill a project with a fixed cost from Zoho Projects, regardless of the number of hours. Finally I would like to know if I can invoice a pack of hours in Zoho Projects and as the project progresses, the previously invoiced hours will be discounted. Thank you,Can't Delete Link Issues options
We're currently using Bugtracker to follow up all our BUGS with our Dev team nevertheless we just use one of the LINKED ISSUES options (Blocked) and we want to remove all the others given that they lead to confusion amongst the dev team Is there any way to do this through Project/Bugtracker or on your end? Please let us know Kind Regards. Christian Lundstedt / InnovasoftBUG - Task List selection of a Task
Steps to reproduce: 1. Go to Classic View. 2. Click on a Task List. 3. Now click on the first Task in the Task List. You will jump to a screen with that task, but the other tasks that should also show up on the left disappear (this is the bug). 4. Now select a different Task List from the dropdown selector on the upper left. Once you select a different task list you'll see all the tasks as you should have on step 3. ThanksIssue Workflow
Dear Sirs, I'm just a beginner in Zoho Projects. I need to configure a Issue management workflow, where certain user may insert issues, and other users will have the responsibility to evaluate, prioritise and dispatch them to the appropriate solutioning. Where can I find an example or a manual of how to conifgure Zoho Projects to generate Issue Management workflows? Best Regards.Next Page
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Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatPower of Automation::Streamline log hours to work hours upon task completion.
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:-Power of Automation :: Invoice your timelogs automatically once the tasks are completed
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 automatePower of Automation :: Automatically schedule a Zoho Meeting when a Task is created in Zoho Projects.
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:-Organize and Clone Task Custom Views
We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:
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Unable to add custom fields as columns in projects table
We have new products set up as projects, with the project name being the SKU. And then a custom field in this project template is the name of the product. I need a way to show the name of the product as well as the project name (SKU) and I am reluctantGet Custom Field API Name
I am trying to make a custom function to connect a Zoho Survey score into a custom field we have in a task layout for the QA Score. I need to input the custom field API name on the script, but I don't know how to get it. I've tried using the following
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Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatOrganize and Clone Task Custom Views
We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:Zoho Projects Roadshow, USA - 2024
Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutionsProject 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 serviceTip 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 enable
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