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 theA better way to calculate completion percentage.
Currently the developed zoho project program calculates a percentage calculation on the project overview page. (See % area in picture below outlined in RED) This percentage is currently calculated by dividing the TOTAL NUMBER OF COMPLETED TASKS by TOTALChange the assigned task owner depending on the task status defined in a blueprint
If a blueprint is being applied to a task then it would be useful to be able to change the assigned task owners depending on the currently worked on workflow status. For example look at the process of a documentation task where the "document writer" is assigned to draft a text. When the drafting status is finished then the task is assigned to a "proofreader". In that case the task owner should be changed to the proofreader. Both of the "document writer" and the "proofreader" should be listed as theGroup My Tasks Kanban view by projects.
It would be extremely useful to have some additional ways to see Kanban breakdown in My Tasks. By Project would be especially useful. Thank YouChange task columns for users?
Is it possible to change the default/starting task columns our users see? In the project template, I've modified the task columns (which columns appear and their order) but when I create a new project from the template, those modifications don't come across. Thanks, ScottAbility to add multiple users to a task at the same time
Hello, It would be nice if there was the ability to add multiple owners at one time to a task. How it is currently setup, when you click to add a user as an owner to a task you must select a user and then click on the owner field again to select a differentProfile Customization - Business Cases
Every organization will have its own structure, designations, and levels of permissions to be given to its users. Profiles & Roles in Zoho Projects lets you customize the access privileges and designation for the users. With robust profile & permissionZoho Projects - Quarterly Product Updates (July - Sep 2021)
Dear Users, The year 2021 has been full of achievements for Zoho Projects. We completed 15 years and launched our latest UI (7.0). Through the first half of the year, we fine-tuned our product and ironed out major bugs. In the last quarter, we releasedKanban view not in chronological order
I need to be able to view tasks and sub-tasks in chronological order in the Kanban view and not according to task ID. The order in which I add tasks to my project plan is not necessarily the order that the task is due. This really needs to be addressedWhat is the best way to communicate with customers when running tasks in zoho projects?
We use zoho desk as a way to centralise communication with customer for any work we do, so we keep using it even when using zoho projects as we need a way to separate communication threads/requests, but this causes duplication of work where we have aAre Blueprints and Project Templates connected?
I have a blueprint for building projects. I want to add clients as a user so they can follow it to build a home. Is there a way to link the blueprint and Project Template? Or are they two completely different things?Workflow Rules for Tasks - Business cases
Hello! I am back with another update on Task Automation. I believe you are all using Workflow Rules for Tasks to create rules and trigger actions automatically based on your project requirement. Today, let's see some simple business cases using WorkflowShow task name in gantt chart
How do you display task name next to the bar in gantt chart view? Similar to the resource displayed next to the bar. If this is not a feature, then it should be added to your feature requests. Also the ability to toggle on and off the task name and resource name as displayed next to the bar.Zoho Desk to Project Integration
Recently I discovered that my Zoho Desk to Project Integration was not populating the Severity field in Project from Desk when creating a Bug. Currently, from Desk to Project when creating a Bug only the title pulls through. How do I map all the otherPrint to PDF
How to remove Header and Unscheduled Task in Print to PDF? Will like to be able to control what and how to Print to PDF.What does following a task even do?
I've been playing with task following. This is what I expected it to do: Get an email on a comment Get an email on status change Get an email on a document upload None of those happen. I might get a notification. But Zoho's notificaitons are so brokenEnhanced Gantt Charts in Zoho Projects
A Gantt chart is a visual representation of your project's schedule. Here are some enhancements to the Gantt chart to measure your project's performance. Create custom views of the Gantt chart Users can now create customized views of the Gantt chart basedNext Page
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Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatPower of Automation::Streamline log hours to work hours upon task completion.
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:-Power of Automation :: Invoice your timelogs automatically once the tasks are completed
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 automatePower of Automation :: Automatically schedule a Zoho Meeting when a Task is created in Zoho Projects.
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:-Organize and Clone Task Custom Views
We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:
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Unable to add custom fields as columns in projects table
We have new products set up as projects, with the project name being the SKU. And then a custom field in this project template is the name of the product. I need a way to show the name of the product as well as the project name (SKU) and I am reluctantGet Custom Field API Name
I am trying to make a custom function to connect a Zoho Survey score into a custom field we have in a task layout for the QA Score. I need to input the custom field API name on the script, but I don't know how to get it. I've tried using the following
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Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatOrganize and Clone Task Custom Views
We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:Zoho Projects Roadshow, USA - 2024
Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutionsProject 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 serviceTip 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 enable
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