Change permission Client profile in Zoho project
Hi I can not change the client profile in Zoho project Maybe i do something wrong I can create a new one and change all but i like to keep client and reduce permission message : Client Client Profile This profile cannot be edited. why?
Start and End Date no longer required from main task dialog? Great!
When using the main task dialog it used to always force the user to enter a start and end date. Today I notice that is no longer the case. I hope that is purposeful and going to stay that way because it is an incredibly welcome addition!
Modify width of Name column in Projects tab?
Loving the custom views for the Projects tab. With the fields other than "Project Name", we can modify the field width. Is there a way to modify the width of "Project Name"? There's a lot of valuable space that is just "white space". It would be nice to be able to shorten this field so more fields display on the screen without scrolling. If this is not currently possible, I'd like to request this as an enhancement request. Thanks, Scott
Reporting
Does anyone know how to manipulate a report? I need a simple spreadsheet of ALL tasks marked with a specific status. I don't want it tabbed out by project, i need everything on one spreadsheet. Project, Task List, Status.... Please help me :(
Ask our Experts #2: A 5-hour knowledge exchange marathon on 'Projects-CRM Integration' in Zoho Projects
Hey folks! The Ask the Experts initiative for this month focuses on issues that frequent the support desk and hence demand expert advice. This session is around 'Projects-CRM Integration" as it has invited many a query on the forums on topics such as: 1. What can be done in Projects after CRM integration? 2. Client account mapping 3. Importing users This platform brings together product experts, the Zoho partners and other techies to be at your disposal for five full hours as you seek expert guidance.
HELP - Zoho Projects is running so slow
Zoho Projects is running so slow. What can I do to fix this? The repose time is about 5 seconds per action, making the tool unusable.
Project List Sub-Grouping & Sorting
Would it be possible to allow sub-grouping of projects in the Projects tab including sub-grouping by a custom field)? Also a default sorting? Our company has multiple branches which are set as a Group. Each branch has multiple crew which I have created a custom field to select within the project. Currently, I can only group by Group (branch). I would like the ability to sub-group by crew under each branch. I would also like to have the ability to sort by start date within each sub-group. Additionally,
Ability to filter via search criteria within Task and Calendar view (we use this for content publishing)
We rely on tags for a lot of tasks. Currently Zoho does not have this feature so we create our own eg. #pub (for publish). ie. We "tag" a task name #pub if it is to publish content on a given date. As a basic function, we would like to be able to filter Tasks (including in Calendar view by task title search eg. by #pub.... so we can filter view only these tasks, ----- Longer term we would love to see tag implementation and features useful for tasks/projects that require a delivery schedule such as
Tip 43: Formula custom fields in Zoho Projects
The data associated with projects is enormous. It is almost impossible to evaluate data by inspecting every field. With Zoho Projects, performing complex calculations is easy with Formula Custom Fields. Calculations can be done automatically by calling the values from the specified fields. Consider a scenario where the project owner wants to compute the total cost of inventory. He can create a field for obtaining the cost per unit, the quantity and a custom formula field for finding the product
For Calendar, please add a Day view besides the month view
I highly recommend to Zoho Projects Team to develop a Day view for the Calendar function.
Dissapointment: Projects and CRM
I just don't understand how this feature isn't available. We are consultants in large long term construction projects. Our Projects are being set up in Zoho so the Tasks match Construction Contracts broken down into sections. The Project Manager would divide the contract amount across all tasks at his discretion. We bill our clients incrementally based on the percentage of each Task that is complete. For example, Task #1 Site Evaluation may be two visits several months apart. After the first visit,
Sort of Completed Tasks in the Tasklist
completed tasks goes always at end of the view of the tasklist, no matter where they stood before. is there any way that the task will be at the same postion in the view were even when it's complete?
Zoho Project unable to load tasks across zoho
Recently, I faced a weird issue in Zoho Project in which no task from any projects were able to get loaded. This brought a halt to my organisation operations as we manage everything from zoho projects. It took Zoho 3 days to fix the issue. Additionally, in Zoho analytics all the reports crashed and landed in trash as they were all connected with Zoho projects. This is disastrous. Did anyone else faced the same issue ?
Feature Request: Global Timer Search Enhancement
The global timer is great and the ability to search for specific tasks is great. But it would be greater if the search was also able to search project names - e.g. I could search for a project name and have the tasks that are part of that project show up.
PROJECT - Divide the budget of a project into various items
Hi All, is there a possibility when I create a project to divide the budget into various items ? ( for example budget of labor, budget of raw items... ) Thanks for support Bye bye
Zoho Projects - Editing the Project Description in Overview
Hello - it would be great to get a warning when you are leaving the project description edit area and you have not saved your changes. I have lost information numerous times now by forgetting to save any updates. Thanks!
Permission denied to create a project for a Potential and Account etc
Hi, I am a Admin in both CRM and Projects, but when I try to add a project to a potential in CRM I get an error Create Permission is not provided in Projects.Contact you Projects portal administrator. Can anyone help me out? Regards
Project Start Date
I would like to have the ability to associate the Project Start Date with a specific task. Ex. What I consider to be my project Start date is actually in the middle of my project. All future tasks are dependencies and all past tasks are predecessors.
View All Projects and Manually Log Hours
Used Cases: 1. We want to be able to VIEW all the Projects and Tasks assigned to an individual in a single page when we click MY TIMESHEET > WEEKLY LOG TIME -- without a need to click the drop-down box and select Projects and Tasks assigned to an individual. 2. On point number 1 above, we should be able to manually log the hours by going into the column to log Time, selecting each row (each Tasks) without opening another screen to Log the Time.
z-Projects for organizing study?
Is anybody using z-Projects for study-projects? Not so much for "home-work", but rather for keeping track and organizing notes, progress, docs and next steps, etc. I would love to see examples and get inspiration/ideas on how to do this! (I am not a student or enrolled in a school, but an entrepreneur who needs to learn certain things for my business. So I'd like to gather sources of information, online courses, take notes and organize my approach & progress)
Custom Task View for Due Date is Empty
I want to create a custom view so I can easily call up tasks for which due dates have not been assigned, so that I can go through and assign due dates to them. Is this possible? I tried to create such a view by selecting "due date" "is" and then leaving the criteria blank. However Projects will not let me save such a view and instead insists I make a selection for criteria such as "this month" etc. Thank You
Use Duration and Start After to set time lead/lag for dependencies.
I've painstakingly built tasklist templates only to find that if you don't set lag-times, the time between your dependencies is not retained when you slide the predecessor tasks forward in the Gantt chart. My project has 25 tasklists, with ten dependencies each. That's 250 separate entries I need to make! Surely there's a better way. What if I could use the Duration and Start After times I've already set, and apply those to the lag times for dependencies? Even better if I could do this in bulk, or
Emailing Project Dashboard
Management's interested in receiving daily emails with project's status. I reckon sending them a link to the Dashboard (or the dashboard itself) should suffice their needs. I looked around but can't find an option to email the dashboard, or summary of project advance. Is anyone emailing automatic project status to stakeholders? HELP!
UI Suggestion for External Task Lists
When a Task List is external, there is very subtle light gray text next to it like so: Task List 1 (External) IMO it should be exactly the opposite: Task List 1 (External). This is something you want to call attention to so that internal company information is not accidentally shared. Thanks
Issue with Custom Fields In Custom template.
Hello Team Zoho, This has been a issue where we are unable to Change the column width of the custom fields individually when we are customizing template. It is always changing for all. In many cases there are custom fields which are not always of same width. There should be a individual column width for each custom field which has been added to transactions.
User wise open issues & open task for all projects (Single Page report)
Dear all, As a manager I want know all projects status with user wise open and closed Issues and Tasks in single report. Please Help. regards Krish
Tip #31 - Dependency across projects
Dependencies across projects are often inevitable. While launching a product, there is often a myriad of functions to look into. For instance, a product cannot be pitched in the market until all aspects are thoroughly tested. Even as Sales and Testing are two different departments in a company, their tasks might overlap, causing dependency between them. Zoho Projects help you track your tasks easily and assists you in handling dependency a little more better. E.g., you can link the tasks of a Testing
Cost Control for Cosntruction Projects
Hello, we are a "turn key" (Engineering, Procurement and Construction) company and we strongly need a solution to control the costs of oou projects. We are currently using Zoho Projects to control activity scheduling, however your app lacks the tools to control budget. Actually you can control budget, but only worked hours. This is a huge lack of functionallt since in construction projects supplis normally weight for about 65% of the total project cost. Hope can include this functionality in the
Project Layout, main view and exporting data
Hello Zoho Team I have some questions/ problems to ask abut because I couldn't find a solution in the tool. 1. How can I extract all Projects with all Tasks and customized fields inside (because I need my customized fields for example formula based). Have tried with DATA ADMINISTRATION > Backup, but it just gave you the already customized fields by you. If I want to export all Tasks with my customized field, I have to go project by project and it doesn't make a sense to do for a lot of projects.
Sort the columns in Issues view
Having the option to sort how columns appear in the Zoho Project Issues screens would be ideal. At now it is possible only to enable/disable a column, but no to choose the order in which columns appear. This is possible only in tasks. Please enable the same function in the Issues page
Adherence to plan report
In addition to calculating hours planned vs actual which is already in the reports, it would be great to also be able to get a report for days planned vs actual and get an adherence to plan percentage. I noticed it already gives the number of days late when a task is 100% completed, so the information is already available. So in brief : ((Actual days taken - Planned days )/ Planned days ) * 100. Thanks!
Two project link
Hello, How can i link two zoho projects
Further Improvements to the Zoho Projects API
Under the Zoho Projects API documentation for Timelogs, there is an option to get all user time logs, but not to get time logs from a specific date range. Upon further research I learned that Zoho people's API has that functionality. It would be great to add that functionality to Zoho Projects rather than going to a completely different service to do this. This is forcing users to overdevelop for functionality that is already present in another service. https://www.zoho.com/projects/help/rest-api/log-time.html#alink2
Project overview fields and deleted entities
Dear Zoho community, Please help on these queries, 1) We want to get project overview informations like project category, pm contact, type and client using Zoho project api. We already set flag to access project overview information for those projects. Still not able to get those fields using Project API. Let us know how we can get those fields using API? 2) Is there any way to get deleted entity information like logs, tasks, project and users using Zoho API? We assume soft delete on your side. Currently
Why can't project name column be resized = huge amount of wasted white space
Please look screenshot. Every other column can be resized. All the wasted white space causes the user to have to scroll horizontally if they have several columns they want visible. Thank You
High Priority Tasks
I would love to see high priority tasks have a little bit of a different look on the calendar maybe with an exclamation mark or some other symbol so they stand out against regular tasks.
Zoho Projects Calendar, view tasks statuses
Dear Zoho community, is it possible somehow to view in Zoho Projects Calendar not just Open/Closed tasks, but exact task status? Because even when I do mouse hover the task, then it does not display me its status. I'd like to see tasks status directly from the calendar; to see which tasks are, for example, new (means that I didn't start work on them), and which are blocked (means I was working on them, but smth stops me from finishing it). Now both of it is shown as Open tasks, and it is confusing
Deal to Project Invoice
When I create a deal I sometimes create an invoice. Once the deal is closed I create a project, however the invoice does not show up in the Finance--> Invoice section of the associated Project. Is there a way to more fully integrate the Deal and Project so the Invoice shows up? Of course I would want this to show up in Books too.
Recurring tasks - number of occurrences limited to 30? Any option of an 'end date'?
Hello, I note that when setting up recurring tasks, the options are limited for "occurrences" (maximum I can select is 30. When I attempt to input another number it is not accepted and defaults to 2. Some of our projects require weekly tasks and may run for eg 10+ months....ie. more than 30 occurrences. It would be useful if we could input an "end date" (or at least input any number of occurrences). Is this possible? Am I doing something incorrectly? Thanks
Make Searches Not Require UPPERCASE Project and Task IDs
Please change your search bar so that ID's are not case sensitive in searches. For the longest time we could not search by a project or task. We thought it was a bug or a missing feature, but then we found that if we typed ID's into the search bar in uppercase, Zoho Projects found them. We have a task with the Task ID SU1-T65. Searching for SU1-T65 works but the lower case su1-t65 does not work. T65 works but t65 does not work. Neither SU1 nor su1 work. BTW, there is no mention of the need to
Next Page