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.Timesheet export all projects
It used to be possible to export the timesheets for All projects/All users by selecting the 'All' option in the 'Users' field. However this option now returns no results and it appears that all users need to selected individually. Is the 'All' Users option now redundant?Log User
The user did not access the zoho projects platform and there was a notification of tasks and in the logo presents that carried out an action. However, the user does not access the platform has 1 week. See attachmentGoogle Tasks Not Added To Task List
My account is setup so several tasks are added when a new project is created from a project template. I have integrated Zoho Project with my Google Apps account so the new tasks will be added to my Google Tasks. However, when tasks are added in Google, they are not added under an existing Google Tasks List like it is with Zoho CRM. Instead, every project milestone creates a new task list in Google Tasks. Then the tasks belonging to the milestone are added under the new list. This is a problem.Creating Project under group w/Deluge
In Deluge, I need to create a project in Zoho Projects under certain Groups. What is the Deluge way to access the group name and ID in Projects? Thanks.Make the presence of subtasks more obvious
We often work from Kanban view and when opening a task, the presence of subtasks is at the bottom of the screen (and depending on monitor size, off the screen) and tucked in with the Comments, Subtasks, Log Hours, Documents, etc. The presence of subtasks within a task is not clear. Suggestions to improve UI: If closing the parent task and there are open subtasks, display a warning prompt that there are unclosed subtasks. This would help prevent accidental closure of subtasks. Add a visual indicatorZoho - Please Fix Task Alignment
Please see attached screenshot, as they say a picture is worth a thousand words. Thank Youreports: timelogs per milestone
is it possible to see project time logs broken up by milestone?User Interface Idea of the Year for Projects :-)
The filtering function is incredibly useful and powerful. It would be even more useful if (optionally) every time a filter was selected it did not close the filter box. See attached screenshot. This would allow a project manager or user to slice and dice tasks in many ways without having to endlessly reopen the filter box. Thank you for considering.failure to generate token access
Hello, I want to get a token to connect my Qlik Sense application to the rest API of zoho project. but when you follow the steps of Authentication OAuth2.0 I can not continue, since it asks me for an Authorized redirect URIs and I do not know where to get it to be able to move forward. I hope you answer. Thanks so muchRedacting support for TLS v1.0 and v1.1
Dear Users, We hope you are enjoying your journey with Zoho Projects. Over the last few months we have rolled out several new features and have enhanced our security protocols. To ensure that your data is transmitted securely and to conform to the latest PCI standards we will be moving to TLS v1.2 from November 1st 2018. The older TLS 1.0 and 1.1 will no longer be supported. Users who use secure servers and browsers to access data and APIs from Zoho Projects will have to upgrade to TLS v1.2 tocreate a user group
How to create a user group, to associate with a task. For example department developmentChange portal name
We have created a portal with name "acclyne" and ended up deleting it with the intention to create a new one but now we are not able to create a new portal with "acclyne" name which is our company's name A portal with this name already exists. Please try another name.Docx / Xlsx files being cataloged as .Zip when attached to a Bug
Hello there guys, Just as the title implies we're having certain issue given that when we attach a .docx / .xlsx file on BugTracker it's being indexed as a .Zip file and when we try to open the file directly from the browser the "Default" app to Open it is automatically directed to WinRaR/7zip/WinZip which gives us an error Apart from that when we select that we want to open that file with any other App (Office in this case) the browser itself resets after we close this window/thread and we haveLink from a 'project' set up in Zoho projects to the Account it belongs to in Zoho CRM
Hi There does not seem to be an obvious link in ZOHO Projects back to the Account in the CRM. There is a link from the account in CRM to projects for the client in Projects but not the other way round. Is this deliberate, an oversight or am i missing something? thanks PKPlease Allow Custom URL Field
I was attempting to create some custom fields for projects and tasks that would allow us to enter links. For instance when a task relates to a G Suite document I would like a field for the user to enter that link. And I would like to create a link for the main G Suite project folder with a custom project field. However for some reason a custom URL field is not an option. Please consider adding one. Thank YouClient user can't access bugtracker
I added a client user to my project, and he can log in and see the forum, but can't see the bug list. Did I do something wrong when I added the user, or do client users not have access to the bug list?Help - subtask and change date on schedul
1) In the timeline the subtask is able to have date higher than the task. How to block? it would be possible? 2) Would it be possible at the time of the task date change, trigger a flow to be approved to change by an administrator profile? The objective will be to avoid changing the entire scheduleassociate tasks with other tasks
I love the feature, where you can associate documents to a task. this saves us from having to upload files again in to a task. instead, we are able to just associate a document that has already been uploaded to a project, which saves us time and storage. being able to do this is important to our employees out in the field. they open a task, and see a file that is relevant to what they are doing at the moment. I think it would be tremendously helpful if we could do the same thing with tasks. allow[organization] How to manage projects' priority
Hi dears, we love zoho project, I'm wondering how do you manage projects order. We are used to work in this way: When one of our colleagues complete a task, and he is ready for committing to a next task, he scroll his tasks, ordered in project priority, and usually pick the 1st available/assigned task with the highest project priority. This organization worked very well in the past for us, but we are not able to do the same in zoho projects. We have dozens of projects. And it is difficult with zoho projects,Documents/Google Drive integration is limiting
The Zoho Projects Documents paradigm only allows documents to be uploaded to Zoho Projects. That can be very useful. But many project oriented firms maintain a project folder on a document management system where all project documents must go, whether that's a network drive or Zoho Docs/TeamDrive or G Suite Google Drive or whatever. For instance, we maintain all our docs on G Suite Google Drive. We need to be able to link to those documents in Projects. Instead all Zoho Projects Documents does isPrint Task Report to PDF?
Is there a simple way to print a task report to pdf? The only option I see is to export to Excel, which loses outlines and is not a very good way for sharing with non-zoho users who we just want to email a nicely formatted task report. Thank YouTeams or Departments in Zoho Projects
Hello, Wondering if there are plans to implement the Zoho Desk teams feature in Zoho Projects for task assignment? Often times, we assign tasks to a department rather than a person. Also in project templates, we don't know the specific person who will do the work, but we do know the department. Seems like if this were implemented the utilization report would also have to be by team. Looking forward to your response, thanks!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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