Tasks & Tasklines > config-wheel options > aligned (edit, move, create above/below, etc) + Inline editing of titles tasks/tasklines!
Hello, To have a better user-experience and logical alignment of actions on both Tasks & Tasklines, it should be logical that these actions are likewise available on both (especially when you start using Zoho Projects more and more, and also faster) :
Need a Project Template Library
If there was a library of project templates, people could get going with Zoho SO much faster! Build more community, setup a Project Template Library asap!
Internal Comments in External Tasks (and across the board)
Hello, On projects which we collaborate with clients, we need to be able to post "internal" comments, hidden from the client's users in Tasks, Forums, Status Updates, Documents (would like also to flag documents for internal users only) etc.... Currently it looks like there is no such option except of creating an internal Task List which is counter-productive. I have seen a couple of very old threads about this subject, from about 6 years ago. but there was no follow-up from ZOHO I would greatly
Project timeline Gantt view - sort by date of project
Hi there, On the Zoho <Projects> tab, there's a view called Project timeline Gantt which provides an overview of all projects and fills the percentage complete. It would be great if this page could be sorted by project date or other criteria. As shown in the image below, if a project has a change of date this isn't reflected in the chart and there's no way to actually sort this chart by any criteria.
Scheduling Workflows in Zoho Projects - Is this possible?
Hi, does Zoho Projects have supported functionality to schedule workflows like Zoho CRM/Creator/Campaigns? I have a custom function that updates a status in my Zoho Tasks based on days until task is due, and I want to run that function every day.
milestone dependencies
It would be exceptionally useful to be able to assign dependencies on milestone/tasks. For example, if within a project I have three milestones for creating three ads for publication, but each ad also requires the logo to be finished by the graphic designer (a separate milestone), it would be useful to have the start dates of the later items dependent on another prerequisite component. That way, not only would I not have to enter the logo creation as a separate task for each of the three milestones,
Bring forum and comments into Discuss
There are a lot of ways to discuss with your team mate within Zoho Project. I can start a Cliq chat, I can comment on a project or within a task itself or I can start a Forum Post. However, I'm already finding conversations are getting lost. It seems
Adding New Users is clunky...
I agree with other posters... New registering users are having trouble and are just plain confused by the sign in process. The absurdly long hieroglyphics-type link that new users need to click on is daunting for people who are not as tech savvy. Then a who separate sing in page, etc. Please simplify & clarify this process. Best Regards... Brian b@trax.org
How to bill by Milestone
We have projects that have many milestones/deliverables. We bill on the 1st of every month. We'd like to be able to invoice the customer for Completed Milestone/deliverable Time that's been done on the various milestones How does one accomplish
Default Task Owner
@angiemeeker @zohoprojects Can I set a default task owner?
Overview tab
The current Widget tab on the Project Dashboard doesn't really do what I would like it to do. What I want to see is a quick at-a-glance overview of everything within the project. So I would like to see my tasks, issues, milestones, comments, activity
Bring Forum and Comments into Discuss
There are a lot of ways to discuss with your team mate within Zoho Project. I can start a Cliq chat, I can comment on a project or within a task itself or I can start a Forum Post. However, I'm already finding conversations are getting lost. It seems
Consider adding an option that disallows different rates for different projects
Consider adding an option that disallows different rates for different projects. In many public accounting and law firms a user's rate is the same no matter what they are working on. We have over 10,000 projects and we have no need to set the rate by
Importing Client Users into Zoho Project from Zoho CRM
We are Zoho One customers, and are just starting our journey to begin using Zoho Projects alongside a suite of other Zoho Apps. We will use Projects for all of our solution deployments, and have used Zoho Flow to automate the creation of a project when
Due date changed always
Why everytime I comment on task or project in zoho project, the Due date changed same as the time/date I comment,
turn off "you have been added to project" notification
Hi, we are rolling out Zoho Projects in our company. For maximum transparancy, i have associated teams with several tasks and projects. They way, the entire R&D department (for example) can see what everyone is working on, although only one r&d developer
Keep Zoho CRM account names in sync with Zoho Project Client Names
After a Zoho CRM account has been imported into Zoho Projects it would be great for it to stay in sync when the account name changes in Zoho CRM.
Hiding new task buttons in Gantt chart
In Projects' Gantt charts, the left column looks like this: First milestone ___Add task list Second milestone ___A task list ______Some tasks ___Add task Is there a way of hiding the orange buttons for creating the tasks and tasks lists? For me, they
Project View List
"Hello everyone! I'm using Zoho CRM and would like to know if there is a way to differentiate between active and completed projects in the Projects module. Currently, I see both completed and active tasks in the same list, and it becomes challenging to
Hourly based project hour Calculate automatically or not ??
How to create invoice of hourly cost in zoho project ?
Admins not notified on new porjects creation
Hello, I noticed admins are not notified (via e-mail) on new projects creation (while they are automatically added to each project). Is this the expected behavior? Thank you
Trigger a sync between Zoho People and Zoho Projects using API or Zoho Flow
Is there anyway to trigger a sync between Zoho Projects and Zoho People using API or Zoho Flow?
Archived Projects
I am a Manager on our Portal and I am trying to recover a Project I have just Archived. I am the owner of the Project as well. How do I get to this?
How to run an automation check to determined the stagnant user in Project
Hi, Is there a way for user to write a custom function to disable user (internal / external) that have been stagnant for certain days ? for eg: total account have 100 license for user there is a need of automation to determined the stagnant user for 60
Add "Client"/"Client Users" as a drop down field before the project in on the weekly time entry window
Consider adding a "Client" column to filter projects. We have over 13k projects and it would help to filter them if there was a "Client User" drop down column first that would be based on primary clients in Zoho Projects.
Add Monthly option to Zoho Projects time entry (currently there is only weekly)
Currently there is only an option for Weekly Time Log. It would be helpful to choose "Month" or "bi-weekly"
Assign tasks under different task lists from the same project to an new owner
Hi, I would like to ask if there is a better way to assign all tasks, that are under different task lists ( under same project), to a new owner? Currently I have to expand each task list (and click on expand more if list is too long) then check twice
File sharing broken?
Did file sharing options change recently? The options dialog doesn't match the help documentation. I try using both "Members with Access permission in WorkDrive" and "Members of TCA team in WorkDrive" with edit privileges and the result is view only when
Notification setting per project?
We have a lot of projects and would like to change the notification settings per project, so that we can e.g. turn off notifications for one project but have them on for another one. Is that possible? and if so, how do I set that correctly?
Provide an option to restrict time logs based on a specific date.
We have a specific date in which time can not be entered prior to (this date changes each month). This is common for CPA firms. For example. Users are not allowed to enter any time prior to July 15 (this changes each month). In Zoho Projects there is
Client can edit tasks
I made myself a client with a different email and I can edit tasks under an external milestone. It looks as though I can edit unassigned tasks but I cannot edit assigned tasks to other people. Also I can add tasks and subtasks. Is this normal? I do not want the client to be able to edit any task they did not create. Please advise. I also have submitted this problem via email but have not heard back.
Searching in Projects is limited with the exact keyword
The general search in Projects is limited only with the exact keyword. ex. Task Name = 'AEXY222663030' If I search with '222663030' no results are found, and only when searching with the exact keyword I get the task. Is this a setting or can it be improved
ZOHO Projects Needs @Mentions
I am currently rolling ZOHO projects out for a team of 25 people. How can our team communicate with team members not tagged in tasks when questions come up? In our old oroject management tool, we could @mention other people on the team to bring them into questions, ideas, problems, etc. is there a way to do this? So far this feature seems to be missing in ZOHO projects and is one of the biggest concerns I have about making the switch. There are so many scenarios that play out in our office every
Create follow-up task i projects when another task, with a certain tag, is closed
Hi As the title describes, I'm trying to set up a flow, that creates a follow-up task, when another task, with a certain tag, is closed. I tried using both workflows in Projects and Zoho Flow, but I can't seem to figure out, how to set this up. It doesn't
Associating a client to a project
I am trying to associate a project to a client and i use to be able to click the dropdown and then select assocate project to client, but this option is no longer showing up. How do i accomplish this now?
Project Tasks not updating actuals when task is non billable
Has anyone noticed that if they have a task that is Non Billable and has some work hours associated with it that in the top right hand corner of the task details you get to see Planned, Actual, Difference and Forecast. If you log time against the task as non billable, then the Actual number NEVER updates. It stays at zero until billable time is booked. This is crazy. The task is a non-billable task and I want to see how we are tracking against this task regardless of billable or non-billable.
Hourly Billing in Zoho CRM Deals, Books, and Projects?
We bill on an hourly basis and need that time added into a client's invoice in Books. A client might have multiple deals open with us that we are working on, and billing separately, and thus need separate invoices for each. The functionality of Projects
Is Zoho CRM and Books integrated with Zoho Prpjects? can we link everything togther ?
Is Zoho CRM and Books integrated with Zoho Projects? Can we link everything together in one unified place ?
Zoho Projects - Timer - Rounding Possible?
In Zoho Projects, when I turn on my timer using the timer clock feature, is there a setting to have the feature round the time to the nearest 15 minute increment after the timer has stopped?
How do I take an existing template that had changes made and apply it to all
I have made changes to my project template and need to apply it to my existing projects how do i do this
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