OneDrive for Zoho Projects in Australia
I'm currently using Zoho Projects to run my Architectural Design business and loving all the features however, i would love to be able to link it to my OneDrive which is where i store everything. I know there is a OneDrive plugin on the marketplace however,
Automatically add / create a new milestone every month
Greetings, I hope find all doing well and safe! I have a project used to control recurring services. I need to add / create automatically a new milestone every month. Any idea on how to achieve that? Thanks in advance.
Gantt Chart group by Client or Group
Is there a way to view a Gantt Chart in the REPORTS tab, grouped by something else rather than projects or tasks or milestones?
Display Project Name in the top of the project detail view
No, the project name is only be visible in the sidebar, but when beeing long it is not readable. Would be nice if the project name would also be displayed at the top of the page.
Time Log Daily Reminder for previous work day
Settings >> Task & Timesheet >> Timesheet Settings >> Time Log Reminder >> Daily Reminder We would like to setup this Time Log Reminder to be sent out every morning for the previous day missing or incomplete time log. Right now not able to find any option
How do I duplicate a Task List Template?
I am creating a series of task list templates that vary a litlle from one another. I cannot find how to duplicate a template so I can make a few changes. Instead, I am having to create a new one from scratch, which is rather time consuming.. Thank y
Zoho Project - User versus project groups
every time we open a project we have the three zoho project administrator and the zoho project add as default in the project user list. It will be a good function if according to the group name of the project we could se a default se of users. I do
Is there any way to change the first day of the week to Saturday in Zoho Projects ?
is it limited to the current location ? I attached a screenshot for the current setting .
i wanna take experience zoho project ENTERPRISE version.
hello, ZOHO PROJECTS already extend " PREMIUM VERSION " but in this version many options are not available. So now i wanna extend my trial version as " ENTERPRISE VERSION " 1. Is it possible now? I would be very glad if you answer me as soon as posible
i wanna take free 15 days zoho projects premium trial
Hello, I need a software like Zoho Projects. I used the free version of it and i’m really interested in buying the other version, but there are some questions before i do. I would be very glad if you answer me as soon as posible so I can start using
Timesheet entry and comment on the actual timesheet
Dear madam/sir, It would be really helpful if we could add an option to comment on a specific timesheet entry, after the employee logs a time-log. Would that be possible in the future? Or can you suggest another way to do this?
Project Portfolio Management
I have just started to use Zoho Projects. I would like to build a portfolio management/dashboard view so that I can see all of my projects at a glance. Is this capability available? Many thanks for your help folks!
Client User communication best practices | Discuss? | Comments? | Forums?
As a solopreneur using Zoho Projects, all of my clients and collaborators are, or will be "client users." As such, I need to know as much about the best practices for using Z-Projects in this way. I really like the "Discuss" feature, but my client users
Change who reported a bug.
We've all got those clients who refuse to interact with the system and just prefer to call. Wouldn't it be nice if we could enter a new bug and then CHANGE the reporter to the caller's ID. Possibly this could be something only an admin would do.
Task Comment Attachments in Workdrive?
We're actively using Comments on Tasks and often attach screenshots, docs etc as part of the comments. When you view the comment it shows the attachment as being in WorkDrive, but where are these stored? We can't seem to find the folder within the Project
How to disable milestone and task notification?
We have setup the org notification for task and milestone in a way that entire team doesn't get their email box spammed with irrelevant actions performed on the Zoho projects. But still entire team gets notified for every single update made on any task
How to send an email notification to all 'owners' when creating/assigning task?
When I create a task, and specify the multiple owners. I am assuming this is me 'assigning' the task to them and surely they would all receive a notification that they have been made an 'owner' (assigned) to a task? I'm not receiving any email notifications
Create tasks on Zoho Projects from Google Calendar events
Hello, we use Google Calendar to define the dates of our meetings. Is there a way to import selected events from Google Calendar where: task name: is event name task start date: is event start date+time task end date: is event end date+time work hours:
How to close subtasks when parent task is complete
What setting do I need to tweak to cause subtasks to automatically close when the parent task is complete and vice-versa?
Zoho Projects & Zoho Workdrive
On Zoho Projects, we are unable to download multiple files at the same time. Downloading each file one by one takes too long. Please look into this. When we try to upload files to Zoho Projects from the cloud, we are only allowed to select 5 files at
Add tasklist umder tasklist
Hi, When I have a task and several sub-tasks with different owners and durations. I don't want to assign the top task to anyone because I have several sub-tasks owners, but top task appears on the reports as unassigned. Is it possible to add a tasklist to another tasklist in order to don’t specify owner and duration of the top task?
Archive projects on Zoho Project
Hello, is there a way to archive projects in Zoho Projects? Thank you
Milestones - How to Complete
We need to understand how to complete our milestones when all tasks within the Milestone are completed. When I pull up the Milestonre the only two choices I have are Move and Delete when I click the check box next to my Milestones. Please advise so we can better track the closing rate of our Milestones. Kurt
To disable a client from adding task
We would like to add clients to our projects, however we would like to disable them from adding task. How can i do this? Regards
Business hours and lunch break
In our company (like in many others) business hours include a lunch break of 1 hour. We work from 9:00 am to 1:00 pm and again from 2:00 pm to 6:00 pm. Currently there's no way to make Zoho Project exclude this hour from the daily business hours and that's make it very difficult to use (compared to other solutions). Can you please consider adding a way to customize business hours including one or more breaks? Thanks in advance, Gabriele
Task tags
Hi, I've just started using Zoho projects in the last week but can find no way of adding tags to tasks, task lists or projects. Is there a way to add tag so that I can search / filter by these? Failing adding tags, is there a way to add more status's so I can filter my tasks based on these? Or failing that... Is there a way to filter projects by Custom Fields? Thanks.
In-House, Non-Billable Projects
I use Zoho Projects solely for in-house projects with fixed cost budgets. Only bills and expenses need to be charged against the budget. There are no customers to be billed or invoices to be created. How can such a non-billable project be set up? As
Awkward task entry
I am completely new Zoho project user and am trying to enter my first project. The process is very awkward and I wonder if I missed something. Enter task #1 Enter task #2 with start date = finish date of #1 Cannot set dependency at entry (major inconvenience) Go to dependency view and try to set #1 as predecessor to #2. Not accepted By trial & error I find that dependent task start date must come after previous task en date. I am used to enter tasks to start at present date, give duration and then
Tasklist Dependancies
I'm sure I'm just missing something, but how do I create dependencies between task lists?
Zoho Projects free trial (Premium/Enterprise)
Hello, we consider use Zoho Projects, Zoho Reports and their integration add-on for our company, but we need to test, how it works. Integration add-on is only available with paid version of Zoho Projects, so I am curious if I can upgrade my Zoho Projects in any way to test it. I searched Zoho Projects FAQ, forums and google for such trial, but didn't found any information. Thanks in advance, Eve
Zoho Projects Log Hours Notes max length no longer 10K characters
Dear Sir, Last Friday, Zoho Project Log Hours Notes Max length was still 10K, but now it is not. Please maintain the Max length to 10K. Kindly see the Attachment for the Max length error. Thank you.
New User Hierarchy in Projects
I really like the new user hierarchy in projects. I created the spreadsheet, uploaded it, and everything looks great, except I misspelled one of the email addresses. How do I edit my hierarchy? I edited the spreadsheet and re-uploaded it, but it didn't
Rate Per Hour for task in zoho
Hi, I m finding a big Obstecal in Zoho system, I can not find the Icon Rate per hour for the Task , some times its shown in some task but the other is not
Not Receiving Document Updated Notifications (In Projects)
Hi there, I used to receive very helpful notifications whenever a document was being updated by a team member. Now, I no longer receive those notifications. Although, members of my team do receive them. There has been some updates going on with the documents part of projects, but I need this functionality to work. It's very important to the way we have been doing things. Please let me know soon. Thanks, Chad
Anyone use Zoho Projects for managing smaller effort initiatives?
We have multiple "IT Initiatives" that are not as complex as an approved project, but still need to be tracked and managed. I was thinking of creating an IT Initiatives project with a Task List for each separate initiative. Anyone have a similar situation?
Zoho Projects - Update tasks based on an import?
Here is a use case I run into often but have found the import functionality not working as expected In Zoho projects, i have about 2,400 tasks for my project I needed to update the status of about 800 of the tasks to mark them Closed So i did a bulk export of the tasks.. updated the status and then used the import functionality to import all the tasks back I made sure to include the Task ID and the Task Name in the import HOPING that the system would be smart enough to match the two up and UPDATE
How do I automatically update a project status?
How can I automatically update a project status when a task is closed out? For instance, when I set a specific task status to "closed", I would like that to automatically update the project status to "in progress".
Retainer Invoice and payment in Zoho Projects
Is it possible to create a retainer invoice on a project (from within Projects) and have it applied to invoices to be paid?
Managing meeting minutes and actions as part of a project
Hi, is anyone using Zoho features to address the following scenario? And even if you are not using Zoho features, have you come across with similar ask? Overall I am trying to address a challenge with minute taking/tracking As part of project, often,
Regarding Email Alert Notifications
I have setup 10 email notifications in my blueprint. All are working fine too. But I'm receiving 10 different emails for 10 alerts, instead of 1 in a conversation view. If I change the subject of all Notifications to 1 common subject, will those be triggered
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