Job Status
How do i fix the issue with the statuses not showing correctly. They should say Active but they show as quote, when I go to change the status you can see the statues that should be shown.Check out the new locations for creating extensions
Are you looking to create more extensions for Zoho Projects? Create new extensions using Zoho Sigma for the below locations and extend the scope of Zoho Projects. Refer to our user guide for more information. 1. Task details right panel You can createExamples of task lists / blueprints
Does anyone have anywhere where people share their task lists, blueprints etc? It would be great to see how they're used.Spotlight #2: The Checklist extension for Zoho Projects
Hola, folks! The extension in the spotlight for this fortnight will be Checklist for Zoho Projects. We recommend using its latest version if you have not updated it yet. Things you can do with this extension: Create instantaneous to-do lists for your tasks and issues in Zoho Projects Create checklist templatesnew Convert an existing checklist into a templatenew Reduce the number of subtasks required for a work item Include checklists in your project templates and save more time. Refer to this extension'sPlacing Project on Hold and Extending Due Date
Please let me know if there is a way to have projects due date extend automatically if it is placed on hold. We would need due date extend by the same amount of days as the item is on hold. Summary Project allowance 14 days, hold 10 days, due date automatically extended by 10 days (due to the hold). Example: The technician starts an equipment repair (project) and has two weeks allocated to complete it. Now if within these two weeks he has to order repair parts, the project is placed on hold andText Message (SMS) Notifications
Please add the option to receive notifications via text (SMS) to all apps, especially those with tasks. Currently, the only way to receive text notifications is by integrating another product/app or creating a "webhook". This is not a sufficient solution. ThanksTimesheet Enhancements
Control who can log time for tasks and issues Users are now allowed to log time for the tasks or issues that are not owned by them, based on the Task and Timesheet settings. The owner of the task or issue, is allowed to log working hours by default.Can I migrate trello project managment template to Zoho Project
- Hi I have used Trello Project management template, and I want to ask if there is any method to migrate from it to Zoho Projects? I will be waiting for your feedback regardsClient Users
I need to be able to add client users as responsible for completing tasks. It is not allowing me assign client users to a task because the task is flagged as internal. Even when I flag the tasks as external, it will still not allow be to assign. AllCan you duplicate a Task List Template?
Can you duplicate a Task List Template? It will just make it easier as we have Task Templates that we need to duplicate and there are 200 tasks in the list. I don't want to have to redo all 200 tasks just to make a new template. Please help me with a solution!cannot mention client user in comments
I cannot mention ( using @) any client user in one of our projects in zoho project, the client email is already added to the project as client user.Custom Task Filters
Hello, My company uses Zoho projects and we'll be adding analytics soon. We use the plain task view to discuss the state of our projects on a weekly basis. We'd like to be able to filter tasks by tasks due in the next 7 days and tasks due in the next 30 days (including overdue tasks). Using analytics I've created aggregate formulas which show me the number of tasks in those categories. It would be VERY useful to us if we could EITHER use aggregate formulas to create custom filters in Projects, ORWidgets 101 - Create, test, and embed widgets in Zoho Projects
Learn how to create, test, and embed widgets in Zoho Projects with our experts. Join the Widgets 101 webinar on 20th May. Click here for more information. The webinar will focus on: creating widgets configuring plugin manifest hosting the widget WorkingIntroducing Week and Day view in Calendar
Zoho Projects now supports week and day-wise view of milestones, tasks, issues, meetings, and events in the Calendar. Users can plan their work, events, and meetings against a 24-hour time frame and easily view the work items for the month, week, or day.Outlook Plug in and Outlook/Teams Integration
Issue: We have constant meetings occurring for various projects. These is very challenging and difficult to track in Zoho Projects due to lack of Outlook plug in and Integration. Suggestion/Idea: Outlook Plug: When creating a meeting, with the help ofSubfolders section is now available within the Documents module of the Zoho Projects iOS app
Hello All, In the latest version of the Zoho Projects iOS app, we have brought in support for the subfolders section in the Documents module. Users will now be able to view the subfolders and add files to them. I have attached a screenshot below forTask Workflow Rules
Workflow rules are used for triggering an action when a specific criteria is met. In Zoho Projects, you can create a criteria and perform three actions, updating a field, association a webhook and sending an email. For instance consider a scenario whereImports not available under Data Administration menu in Projects
Is there a bug or some maintenance happening today? I need to import a project and no longer see Imports under Data Administration, or anywhere else for that matter. I logged a ticket but I need to get this import done sooner than later so hoping someoneCopying Task custom view to another project
I have created a task custom view in a project, and would like to use that same custom view in other projects. Right now it appears that I have to re-create this same custom view in each project I want to use it for. Is there a way to make it available to other projects? I did see that if I use the "my tasks" widget on the home page I can access this custom view for all tasks for all projects. This is sometimes helpful. But I would like to also access this custom view just within each projectTypes of Budget in Zoho Projects
Zoho Projects budget feature allows users to track costs at a project, milestone, and task level. Budget could be based on either amount or hours. If your project is based on hours then the Difference column shows the difference between planned and actualEVM in Zoho Projects
EVM or Earned Value Management allows Project Managers to measure the progress of the project in terms of costs and its schedule. Zoho Projects lets users to evaluate projects by automatically calculating key metrics such as Planned Value, Earned Value,Layouts and Fields editing values
It seems there is no way to edit a dropdown value within the Layouts and Fields. Any suggestions? This the best thing to create a new value and delete the old value. When I do that can I link or update the application where the original value was usSort Kanban by Status
Hello, wondering if someone can help. Is it possible to view all of my tasks across all of my projects and sort the Kanban by Status, so update status by drag/drop? See screenshot I see its available if I am in a specific project, but not if I am viewing all tasks Thanks!Tasks and Subtasks lose their original model order when applied to a project
Hello, I hope you can help me in some way: I created a task model with about 2400 between tasks and subtasks, I don't know if I'm exceeding any Project limit, because when I use this task model in some project most tasks lose the original order of tasksTask Model loses the ordering of tasks and subtasks when applied to some project
The referred model has 2400 tasks and subtasks, is it exceeding any Project limit? When the task model is applied to a project, the original order of tasks and subtasks is lost. I have already tried to recreate the project and also the model, yet theUpdating Project Fields - Only Saves on Mouseclick (not on Exit Field)
I am almost certain this used to work differently. In a Project, in a custom Integer field, we can click into the field and enter a value, then press Tab to move to the next field. But, doing so will not actually update the value until you click somewhereRestrict Control - Project Status
We're using a combination of Blueprints (at the Task level) and Flows (monitoring specific task statuses) to drive accurate Project Status. My concern is that while this system seems to work well, anyone with access to the project can simply Edit theWhat is maximum number of Tags in Projects?
What is maximum number of Tags in Projects?Zoho Expense & Zoho Projects budget tracking
Is there any way to add the expenses (from the Zoho Expense module in Zoho Projects) to the total project cost in Zoho Projects? Currently, the only charges appearing in my project's dashboard are labor ones. Secondly, is there a reason why differentDue dates
If I create a task I add a start date and due date. This gives me a duration. I then add how many work hours I think the task will take. Then the task does not get completed so do I more just my due date or my due date and start date?Quick Actions Using Keyboard Shortcuts
Did you know that Zoho Projects provides a set of keyboard shortcuts for performing routine activities? Take a look at some of the project actions: Key Description z + h Go to Home z+p Go to Projects z+c Go to Calendar z+s Go to Setting s p Add ProjectAssociating Project Templates with Layouts - Doesn't seem to be an option
The goal here is to create projects and then assign project templates to them after they are created. this used to be possible by associating a Layout with a Project Template to then pull the template (milestones, task lists, tasks) into these projectsZoho Project CRM Contacts Link
Is it possible to create a picklist associated with CRM contacts in the Zoho Projects? When collaborating on a project with a team it is important that we know who the external/customer point of contact is for that project. I have created a layout that adds a point of contact text box and one for related contact information but I have to manually enter information. It would be more convenient and likely reduce the potential for errors if I could have a drop down list linked to Zoho's CRM where ILock Task List Order
Hi there, Is there a way to lock the order of a task list? If i mark the first task on a task list as closed, it will send the closed task to the bottom of the list, or underneath open task lists. This also is reflected in the Gantt milestone report and makes it hard to follow. I would prefer if i could order my task list in the way that i would like, regardless of the completion status. And, also if i could reorder tasks that have been marked completed. The only way i have found to do this is toFinal Reminder: Deprecating Authtokens
Dear Users, As mentioned in our previous post, we are deprecating existing Authtokens by 28 Feb 2021. Please migrate to OAuth tokens immediately to avoid any service disruptions. Zoho OAuth provides better security and more control compared to Authtokens. OAuthBetter/Wider Selection of "Custom" Colors
For statuses in particular (Tasks and Projects), the pre-selected palette of colors is a strange combination of pastels with very little - in may cases - ability to distinguish between them. Could we get either the ability to add custom colors ourselves,Zoho Projects Integration- Cant Select Portal
I am trying to integrate ZOHO Projects with ZOHO CRM. These are the steps I have taken. Within ZOHO CRM: Setup Market Place > Zoho Zoho Projects > Setup Now > Get Started When I get to the Zoho Projects Integration Screen, under portal name, my portalView Kanban tasks in "Status" layout for all projects
Hi I'm testing Zoho Projects Express to see if it is suitable for my business. So far it looks great and seems to do everything we want (except critical path on the Gantt charts), but one thing I can't seem to figure out is this: If I go into a project, and choose "Kanban", I can select the "Status" layout which is great. I can see the status of all of the tasks in that project, and who is working on what. However, if I go to: Home > My Tasks > Kanban, then the "Status" layout isn't an option - onlyAllow time to be entered on a task by a user that is not the owner
Our company would like every person to be able to enter time on every task. At the same time we would like to utilize task owners in order to identify the responsible person. Our time is entered via Zoho People. Consider adding an option to allow timeGant Chart Export - Customize
Hello. When exporting a Milestone Gant chart, the Legend shows up in the footer/bottom area, and there is a header with title and name, etc. I wish to remove these when exporting to PDF. Yes? Thank You.Next 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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