Customize Column in Projects - Default View for Template?
Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over. Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etcMultiple time zones, work weeks and holidays
We are a global company with staff across various time zones with different work weeks (Mon-Fri and Sun-Thur) and holidays. I would like to be able to assign different working profiles to different resources in order to feed back into the project planClient Users can see posts in Feed from other Projects
Hello, I have been made aware of a recent issue where my Client Users are able to see posts on the Feed tab from Projects they have no access too. We use Zoho Projects for many Customer facing projects across our customer base and add Client users specificallyProject Template : Schedule, Gant, Start date
Hi I created a project template with all the tasks, milestones and tasklists. When creating a new project from this template, the dates are not automatically update for my project. All tasks are as "unscheduled tasks". Only dates for milestones are indicated.Parallel Transitions in Zoho Projects
In a Blueprint, a transition refers to the link between two statuses. Often, tasks require inputs from multiple teams or people before they are completed or moved to the next stage. In Zoho Projects, a user can execute two or more transitions in parallel.Zoho Project - How to modify/delete Log Hours after Approval ?
Hi In Zoho Project, how to modify/delete Log Hours after his Approval? I'm not able to proceed at all . It's like I'm forced to delete the Task and create Task and log hours... Sounds strange, no?Blockading Timesheet if status is not equal to "In progress"
Hello, I've been figuring out a way to force my coworkers to change the task status when writing time. Most of my coworkers don't even look at the status and let it sit on "Open" If possible i would like to know or create a way to force a task go to "inFilter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have2 Phases 4 tasklists, 10 tasks and 100 subtasksDownloading PowerPoints from Zoho Project messes up the PowerPoints
Hello, we've been encountering an issue with Zoho Project/Zoho Show. When a user uploads a PowerPoint to Zoho project. After editing the project in Zoho Show and downloading it to use in PowerPoint, it messes up the PowerPoint. (Object missing, videosZoho Projects User Group Meet-Up in your city!
We are excited to announce the User Community initiative to engage with you all in person and take you through Zoho Projects. In this meet-up, our team will help you understand task management, task automation and features in Zoho Projects. CollaborateCan't Get "For Each" action to work through my list of Project milestones
I have created a function in the CRM that will update project details and all the milestones and tasks associated with that project when a particular trigger is actioned. I am trying to work through a list of milestones associated with a particular projectZoho Projects Resource Allocation & Sick Leave
Hi there, I've assigned a task to a user, putting in a start date of Wed 1st Feb to the Wed 8th Feb and assigned that user 20 hrs to do in that timeframe. The user has put in sick leave for Fri 3rd Feb in Zoho people (Therefore unable to do the no. ofClient E-mail Notification
Greetings, everyone. My company is growing and now I am at space where I absolutely need to have a bit of automation introduced on the client side. My needs for management is basically Client --> Client Project --> Tasks. I somewhat achieve this by creating a client under Projects and creating Tasks as individual projects (if there's a better way, by all means let me know!), but now I am somewhat at a lost. When a task is marked completed, I would like the ability to have an automatically e-mailWeekly Time Log Restrictions
Issue: When a user views “Weekly Time Log” all the previously populated time logs for the week are erased. Suggestion/Idea: Time logs that have been logged for the week gets populated in “Weekly Time Log”, a similar view to “Grid View”. For exampleLogging time on tasks for external user
Hello, On some projects part of the work is done by an external company and i need to track those times too. Currently, I created a table in analytics where i enter manually the times linked to the task id. It is really painfull though. Is it possible to log time on projects for external user (only for tracking purpose, those users do not require any access to the tool). If it is not possible, can you suggest something more efficient than what i currently do with my custom table ? Thank you inShow / hide fields based on criteria
I am trying to set up a field which is shown only when a particular entry is selected. When One-2-One training is selected, the implementation starting date should be hidden.Project Manager view Budget Hours not Budget $$
We want to use the Budgeting functionality of Projects, but our Project Managers don't need to see the Budgets in terms of Amounts ($), only in terms of Hours. Our Management Team need to see Project budgets in terms of Amounts ($) and not Hours. IsZoho Projects - Year End Review 2022
Hello everyone, As the year comes to a close, we would like to thank everyone who has been a part of the Zoho Projects journey. The past year was devoted to improving the product, enhancing user experience, and providing tools to boost productivity. Here'sEmbedding Zoho Analytics Dashboard in Zoho Projects
Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, youSetting Tasks as default in Zoho Projects
Hey everyone, I have noticed that each time you switch between different projects it always goes to the dashboard page. I was wondering if there is a way to get the default to be the tasks tab rather than the dashboard tab? Any help is much appreciaCan't change project owner on some (not all) projects.
I've added a new user (Admin/Mgr) to ZOHO, but when I attempt to assign them as owner on a number of existing projects, the user's name does not show up in the list of available users on some, not all projects. I can assign them to 3/10 projects, but they do not show up on the list for the other 7... Seems very buggy to me... Also, I can not change User Profile settings on anyone.project location / maps?
is there a way to set the location for a project? as in an address that can be displayed or showed in google/apple maps?MS Project Import - Task dependencies, milestones and WBS not imported
New to Zoho. I've uploaded an MS Project from project 2013 and the dependencies & successors in project (Predecessors and Successors in Zoho) weren't populated, milestones weren't uploaded, and the work break down structure was lost. Did I do somethingZoho Issues
i have 230 issues in the exisiting project and i wanted to move all the issues to another project in bulk. Please suggestSend time tracking from Zoho over to Gusto for payroll.
Simple question. Do we have the ability to send time tracking from Zoho over to Gusto for payroll?Unable to customize Timesheet form layout
I want to customize layout of timesheet form. I want to add some custom fields into it but Zoho Projects has no feature to customize it. Kindly assist on this.Customer Approval of Project Timesheets
After a session with Zoho Support, it appears, that it's not possible to enable Client Approval of timesheets that are created within Projects. I have to assume other Projects users have the same need, i.e. Client Approval of timesheets in order to invoice.Tags Column: Show as Many Tags as Will Fit
For some reason, when looking at the main list of projects, only the first 2 tags are visible. Doesn't matter how wide you make the column, you only see the first two and a "+X" where X is however many more exist. Would be great if as many tags as willCan we set SLA as a default function for all projects
Hi, We are using Zoho projects for any material we receive for repair and maintenance. Our SLA is 2 days and need to escalate the project in case no action is taken in 2 days. Can we make SLA as a default feature in case we make any new projects withoutContext Menu in Zoho Projects
Context menus provide quick access to specific functions by a right-click on the mouse or touch-pad. Zoho Projects now supports context menus for the Users and Teams module. Context menus, as the name suggests, provide a set of functions based on thezoho timesheet email notifications
Hi all i've seen that in zoho project is possible to receive a reminder for the timesheet not compiled. I didn't find how to set that the administrator needs to receive the email for all the users Thanks in advance Marcoautomatic sending of a report
Hi all, is possible to configure automaic sending of report in zoho project? For example: I need to receive via email an automatic report of Timesheet of all my users Or I need to receive a report of all the projects that are close to end date ThaWeird glitch that happends randomly on some hours
This issue has occured on two or three occasions and I can´t grasp as to why this would happened? Anyone know why this happens or how to prevent or solve the issue?Move Timesheet from one Task/Issue to another
Timesheets are used for tracking time logs of tasks, and issues. You can control the number of hours a user can log into timesheets. In Zoho Projects, you can move these timesheets from one task/issue to another. Consider a scenario where John is an employeeAllow associating of tasks to other tasks
right now, we can associate tasks to issues(bugs) inside zoho projects desktop. this is helpful because when you complete the issue the tasks can still remain open. With tasks, if i want my techs to complete sub tasks, then i can create sub tasks on aquickly make subtasks out of (many) tasks.
is there a way to take 10 tasks, and quickly make them the subtasks of 1 master task? or do we have to drag one by one in? seems like with sub tasks, there is no QUICK way to do anything. for example when creating tasks, you can just type the task, press enter, and type the new task. When creating sub tasks (within a task edit view), it forces you to put the details of the new subtask in a pop up window, stopping you from quickly creating new tasks. There is no way to IMPORT sub tasks when importingWeb Tabs in Zoho Projects
Web Tab allows you to access external websites within Zoho Projects. You can associate web tabs to specific Projects by which, only the users of that particular project will be able to access the web tab . Create web tabs by embedding the URL of the externalZoho Projects: Quarterly Updates | Q3 2022
Dear Users, In the third quarter, we implemented a few new features and updates to improve user experience. Here is a summary of the most significant developments. Timesheet Settings Members of a team can now be granted access to log time for tasks orTasks - Order/Group By Owner
I have a view under the "Tasks" tab of a project. I would like to be able to sort by (or group by) "Owner" so all tasks belonging to a particular user are grouped together. This seems to be one of the few columns that are not "sortable". Any ideas?Revenue Budget in Zoho Projects
We have introduced Revenue Budget in Zoho Projects. Revenue is the payment that is expected from the clients and can be used to track the profitability of the project. Users can track the revenue budget of a project and compare it with the planned andNext Page
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Equipping our customers with smart project management techniques to navigate together in an ever evolving industry is our top priority. In that context, we’ve brought in a new addition to our learning materials- Ebooks. Ebooks help you learn on the goPower of Automation: Seamless Task and Issue Id Prefix Alignment with Project Prefix Id.
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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Power of Automation: Streamline auto status update for Tasks from Zoho Projects to Zoho Desk.
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:-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.Getting Project Template List using the REST API
I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project TemplatesProjects 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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