Contractor Users
How can I give a contractor access to view all project tasks?Client users
Does the client users count as users as mention in the pricing plans?Task Numbering
Does anyone know ANYTHING about this new task numbering system that was just released today? I find it frustrating that updates are rolled out randomly with no prior announcement, communication, or support information. I contacted Zoho Support and was told they are working on a UserGuide "soon" and that "it will be useful to number your tasks." Also there is no way to disable this (completely useless) feature. I would like to have more information on updates BEFORE they happen so I can inform myTrack time against events, and allow associating of tasks to events.
can you please add the ability to track time against Events, and also to associate tasks to events. This would help our scheduling a lot. Right now we make a task for each appointment which the techs then track time against. then they have to completeTime Log Threshold for Reminders
In Zoho Projects, the admins can now set a threshold for Time Log reminders. The user will be notified if the entered log hours are less than specified duration. For instance, if the admin sets 9 hours as the threshold and if a user logs 8 hours, a reminderAdjusting several task attributes to many tasks at once.
We often need to change several attributes of several tasks. This takes a lot of time, and I've been doing this for years. We really need a better solution right now. For instance, we have a few custom fields that we use on tasks. Let's say we have 5Timesheet SOP
Hello Community, Does anyone have a SOP for entering timesheets that you would share with me? I want to make sure I don't miss any features. We have been using Projects and timesheets for almost 2 years, but there has been a lot of push-back and lackTip #33: Restricting time logs for past and future dates
Here's a tip on how to restrict users from entering log hours for the past or future dates in the Timesheet. Once timesheets are approved the invoice is generated for the month. If an employee makes changes to the past dates, the changes will reflect in the reports of the subsequent month. Reconciling this data with the previous month's invoice can be confusing and time-consuming. To avoid errors, the users are denied permission to add or edit past hours in the Timesheet by choosing the Don't AllowSorting of UNGROUPED PROJECTS by Project Number
Hello, Is there a way to improve the sorting of data based on the selected field. In my case, I want to sort by the "Project Number" (this is a custom number field created). As seen on Figure A, this is sorted, but when I go further down, on Figure B, other projects is not sorted, whereas, it should be sorted by all the projects. Figure A Figure BCan't assign 'Issues' to client users
I've made an issue 'External' but I don't appear to be able to assign to client users... The help tooltip says to assign external issues to client users, configure client permissions under the respective issues settings yet I think I've allowed all ofNew Features in Zoho Projects
Zoho Projects has added new features to enhance project management. Here is a quick rundown of some of the features. Import users from a CSV file. Portal users can now be imported from a CSV file. This feature is a beta release, and you can write to usTip 50: Customizing fields and layouts for time logs in Zoho Projects
Dear users, We received many feature requests regarding customized timesheet fields from you. A few of them are highlighted below: "We would like to add a dropdown in a time-log with some custom values in it, preferably connected to a field in a task/issue that sets a default value but can be overwritten." "We have a few projects wherein we want resources to clock hours against specific items. We have multiple sub-projects under a specific client project and would like to capture hours for sub-projectsWhat are the examples of custom functions in zoho projects ?
I want to create a function where a user will be notified in his cliq and bell notification in projects (not in the email) after a task has been done. The notification will be about his task starting. Example I have a task list which have 10 tasks, rightSort Kanban by due date
Hello Team, Is there a way to sort the tasks based on due date?Lookup Field in Timesheet Layout
Lookup field associates an existing task/issue field with a timesheet entry. By creating the lookup field you will be able to use the task/bug fields directly in the timesheet. Let us assume that you are the project owner and you want to see the workReference Projects Items such as Tasks in Project Pages?
Hi Is there a simple way of inserting Tasks or Milstones into Project Pages, other than manually inserting a URL link? It would be great if the 'Insert' option would allow the selction of Project based items such as Taks etc.Manage expenses from Zoho Projects
One of the most difficult tasks in project management is to track expenses and stay within the allocated budget. With Zoho Expense integration it is now easy to monitor and manage project related daily expenses of employees. The integration helps manage complete expenses, right from uploading a receipt to its approval. What are the benefits of this integration? Track expenses using Expense reports inside Zoho Projects. View expense along with the actual cost and compare it with the project budget.SLA's
Hello, I'm having difficulty getting SLA's to work for issues within Zoho Projects. We are trying to implement this in our company. I've reviewed this guide: https://help.zoho.com/portal/en/kb/projects/settings-in-zoho-projects/issue-tracker/automation/articles/sla#More_about_SLAsTime logging integration with Sprints?
We are currently looking to implement Projects and Sprints as we were drawn by the ability to integrate both pieces of software. With some testing, I have not been able to integrate the time log function so that if I log time against a task in SprintsTip #21: Customize Task Status in Zoho Projects
Hi folks! We are back again with a tip to help you get the most out of Zoho Projects. This week's tip is on task status customization. Task status helps you determine the progress of the task and keeps you on track with the project. With the new Task status customization option, you can create statuses pertaining to your business requirements in your own terms of progression. For example, if John owns an Industrial design firm, he might need to keep track of the status of the design being developed.Log Hours for unassigned Tasks and Issues
In Zoho Projects, you can now add log hours for the tasks and issues even if you are not assigned to them. This permission can only be enabled by the portal owner or the admin. For instance, assume that you want to log time for an unassigned task. ByCustom Functions for Tasks
In Zoho Projects, you can now automate the workflow of your tasks by creating a custom function. You can drag-and-drop Conditions into your function using Deluge. These functions can be called from one or more task workflow rules and blueprint. For Instance,Resource Utilization whit Issues
Hi Everyone! On Zoho Projects in Reports module, we know it exists the Resource Utilization. But this feature only applies to users whit associated tasks only! My suggestion is, in the Resource Utilization, the reports aply in task AND isssue. My companyProject User Budget vs Cost?
I'm starting to look at Projects for our client work. I have Projects Integrated with CRM & Books and have 2 questions. Should a Project Budget be set as the expected cost of the project or the expected invoice total for the client? (for example, we estimateConditional Custom Fields
I'd like to be able to create conditions which would cause one or more custom fields to appear if a particular value is selected in another. For instance if I pick "Toy Production" in a custom field called Project Type, I would like a drop-down menu to appear where I could pick the toy being made.Zoho Projects within Zoho One has no Jira import feature
So according to this article https://help.zoho.com/portal/en/kb/projects/settings-in-zoho-projects/import-data/articles/import-jira-projects#Prerequisite the Import Jira feature in Zoho Projects is not available to Zoho One users. So how are we meant to sync Jira projects with Zoho Projects if we are a Zoho One user? Any advice gratefully received AlexIssue reports suggestion
Hi everyone! I'm a project manager and my priory job in Zoho Projects is extract Reports! And we know that Zoho Projects, can make reports of task and project. But i my company, we hardly work on issue whit integration whit Zoho Desk, and i can't extractUser Hierarchy in Zoho Projects
An organization's user hierarchy refers to how users are structured into teams and groups. In Zoho Projects, users can view the reporting details of a user in a tree structure. Users can set a hierarchy based on roles and assign reporting managers toZoho Projects - Save sort order when viewing projects
Is there a way to save the sort order after sorting your project list alphabetically. Currently every time the we got to the project page, the projects are in some mismatch order making it impossible to find the correct project. Click sort alphabeticallySync Issues with Zoho Sprints
Zoho Sprints helps you manage your projects based on agile methodology. The work items in your projects can be created as a sprint which can be managed under a sprint board. You can now sync your Zoho Project issues in Zoho Sprints if your portal is integratedTask Layout Rules - Business cases
Hello, Guys! We are happy to meet you all in this community post and hope all are doing great. We are here to share a bunch of use cases in a series under various features with you. All the existing users of Zoho Projects can view the cases and letTurning off Overdue notifications for Zoho Projects I'm not on or assigned to
My company uses Zoho projects to manage tasks across various different divisions. I use the overdue reports to help manage my personal tasks with a firm deadline. The problem is that my daily report shows the overdue tasks on all the projects acrossAssociate Project with CRM Account
How do you associate a Zoho Project with an account in Zoho CRM? Also how do I pull client info from Zoho CRM when I am entering transactions in Zoho Books?Zoho Projects 2021 - Year End Roundup
We started off the year 2021 with the release of Zoho Projects 7.0. We simplified the user interface by switching to a single-page design and we have been constantly adding new tools and features to make it easier for our customers to stay on top of theirIs it possible to automate an email alert when a project field is updated
Hi I need to create an alert when a user updates a field in a project record. The field is a date field " Proposed Go Live Date" in the project details page. When a user updates the value in this field I need an alert to be triggered to send an emailBulk Copy of Tasks
Is it possible to select multiple tasks to make copies of all of them at the same time without needing to create a template? The description for the method to copy a task is clear but it is limited to one task at a time. (https://help.zoho.com/portaPlease add a function to convert task into Calendar event
I highly recommend this function /feature to is able to convert Tasks into Calendar event just like what outlook could do.Handy ways to delegate tasks
Hello, all! We are back with a new update on the Tasks module that simplifies task ownership management. There are five handy options to delegate tasks in a project and let's see them below. Select one or more tasks to enable the Bulk Update checkbox,Milestone - Edit Date Completed
I've noticed a new change with Project Milestones, they are no longer separated by Active Milestones and Completed Milestones, but there is a Status button that you change. However, there used to be a Completed Date field/column. Now it just shows StartUse templates to create similar projects
Create custom project templates and use them to start projects that are similar or repetitive in nature. For instance, a publishing company handles a variety of books like management, research, STEM etc. Each division follows their own process and theNext 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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