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?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.Next Page
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Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,User Automation: User based workflow rules & webhooks
User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in ZohoUpdate on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happyZoho Sign for Zoho Projects
Documents authorization and validation with signature is now easier in project management with Zoho Projects' Zoho Sign extension. Sign documents or send them for signatures directly from tasks and issues using Zoho Sign extension in Zoho Projects. ExtensionAutomation series : Close all tasks once the project is completed
When a project is marked as Completed, it might still have open tasks such as recurring tasks that were not marked as complete, tasks that are no longer relevant, or tasks that no longer need attention after closure. To ensure the project reflects its
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Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happyIntroducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,How do people handle using Outlook and Zoho Project calendar at the same time?
We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.
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Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happyAutomation Series: Auto-update Phase Status
Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate yourAutomate Timesheet Approvals with Multi-level Approval Rules
Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated toAccessibility Spotlight Series - 1
Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective
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