A 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 basedProject
Hello, How do I cancel my Project account?Disclaimer in Zoho Projects
Disclaimers are notices which are displayed to keep the users informed about specific changes in a portal. If you are an administrator in a Zoho Projects portal, you can now display disclaimers to the new users and also to the existing users. ConsiderFlexible Milestone Invoicing
If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, considerPrivate Extensions in Zoho Projects
Extensions are used by developers to build and host their applications. In Zoho Projects, users can add new features or host third party applications using extensions. By integrating with Zoho Sigma, these extensions can be shared within the product amongTask Automation Is Terrible In Zoho Projects... Why?!
My team does the same thing... every single month for every single client. Think of it like this... Parent Task >> First thing we have to do >> Second thing we do 3 days later >> Last thing we do 5 days after the second thing Every. Single. Month.Action Cards in Zoho Projects Bot
If you are a Microsoft Teams user who is also a part of the Zoho Projects portal, you can now access the Zoho Projects Bot and start working on projects directly from your Teams workspace. Consider a scenario where you would like to add a comment to anNew Type of Field for Task Layouts - Relational Fields
It would be super helpful to be able to create relational fields on task layouts. When added to the layout, you would pick the Zoho product/area for the field. When in use, you would be able to search and select a single item from that other Zoho product,Is there a Kanban view of Tasks across all Projects?
As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.Pause Timer and Add Notes in Zoho Projects
In Zoho Projects, timers are used to record time taken to complete tasks and issues. These timers can be started, paused, and stopped. You can now add a note whenever the timer is paused. For instance, consider a scenario where you are working on a taskCountdown timer for work Hours
We start to use timers and I think that a manager should be able to se a task as a countdown timer. This means that the estimated work hours should be used as clock ticking and the owner should accept that this is the time to complete his work. This will increase productivity dramatically and also wont let users forget other tasks in the pipeline. I am constantly spending more time on tasks to optimize the result but an hour MORE on a task means an hour LESS on another. A perfect result is nice butAssign tasks to users from the Resource Utilization chart
Hello everyone, Managers track and manage workload of their team members to avoid burnout and optimally utilize their skills. The Resource Utilization chart in Zoho Projects makes this job easier by providing visual indicators of an individual's workload.5 easy ways to manage tasks - Post Two
In continuation with our earlier post on managing tasks, here are 5 more ideas. 1. Add a task: Simply tap 'T' from the task classic view to open the New Task form. 2. Reorder task lists: Tap the ellipses icon in the upper-right corner of the task classic5 easy ways to manage tasks
Did you know that there are quicker ways to manage tasks in Zoho Projects? Here are 5 ideas to quickly manage tasks. 1. Quickly add tasks: Here are two options to quickly add tasks to your projects: Hover over a task to view the gear icon on the leftAbility to add tasks to my day on Zoho projects
Is there any way to add tasks to my day on Zoho projects? For example, our employees will log in in the morning and check their high-priority tasks. From that, they should be able to pick the top 3-5 tasks and add them to my day. At the end of the day,Problem with ZSC Key by integration of Zoho Projects with Zoho Books
Hi, I am trying to enable integration of Zoho Project with Zoho Books and need a ZSC Key for that. I've checked the knowledge base on this topic and the ZSC Key should be available in "Developer Space" in the Set Up, right between "Marketplace" and "DataStatus Timeline
Hi, I noticed that when clicking on a task, you can see a status timeline for that task. However, it is not able to be exported. I would like to see an entire project task status timeline for the duration of the project that can be exported to excelStatus and Workflow in Issue Tracker
Hi Everyone, Hope everyone is keeping well. Here we are with another post, which we believe might save your time by avoiding errors while creating workflows. If you want to add a status in the issue layout, then remember to include the new statusInterconnectivity
Hello, I am not sure if others would like to see this, but I think it would be helpful if there was a way to turn off the interconnectivity between start dates, end dates and duration.Number of days task is over due = number of task appears when "Overdue tasks" is filtered
Hi! I have a question specifically for overdue tasks. Our company has tasks that recur daily. If that task has not been completed for, let's say, 4 days, is it possible that if we go to our "Overdue tasks", we also see 4 different tasks created for theHow do I sort by custom fields on tasks in Zoho Projects ?
Hi, Is there a way to sort tasks by custom fields ? Best regards, Sujani.Task / Milestone status like GTD
in my company, often there are tasks or milestones that are waiting for a customer response (usually some kind of approval) before we can proceed. Previously we used a GTD (Getting Things Done) style of "Waiting for" context for the task in question.Issue Overview
Hi there, I would like to create one overview with all the issues in ZOHO projects. I can create custom views on project level. However I can not open a created custom view on issues under 'home/my issues'. For tasks the latter is possible and this way I can create an overview of all open tasks. Looking forward to you reply! Regards, DanielleMarketplace Extensions for Zoho Projects
Extensions help to access third party services from within the product and extend product features. Zoho Projects supports the following extensions: Dropbox, Box, DocuSign, Pipedrive, and Egnyte. Dropbox extension Access files and folders in a DropboxCreating Client Company user duplicates companies in Books
I have only just realised why I'm seeing two entries for some of my customers in Books - when I add them as a Client Company in Project, it seems to create a new customer account in Books. This is obviously a problem when the Customer already exists inNext 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.Projects 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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