Resend invitation to Client User in Projects
How can I resend an invitation to a Client User in Zoho Projects? More often than not, a Client User either won't accept the invitation right away, or they'll accidentally delete it, and I cannot find a way to resend their invitation, without physically deleting them as a Client User and recreating them. There's got to be a better way....right? Thanks!
Task Notes by mail fail.
While testing out Zoho, I tried adding a task. While I got the mail on the test user accounts I'd setup, when I reply to the task, I get an error message on my email account that says We are unable to add notes/map documents to this task. WHY DID THIS HAPPEN? The possible reasons are : 1. Email ID not confirmed. To confirm use the link http://zohosso.wiki.zoho.com/#resendconfirmation 2. You do not have permission to add notes/ map documents to this task. 3. Task could have been deleted. 4. Task mail
Project Budgeting Needs
I am really liking the scheduling and task visualization features, but I am struggling with the budgeting side of project management with zoho. I need to be able to see the actual vs. planned budget analysis on a daily or weekly basis, not just after we invoice. I also would really like to be able to break down the project budget by milestone or task group. And then I would also like to be able to assign billing rates to users and to tasks or activities ahead of time and then see the budget erode
Timesheet Export Fields
Hi, Is it possible to specify what fields are included when I export timesheets? I would like to be able to see the Task List name for each line since that is my way of grouping the related time charges. Thank you, Kathy
Request: Create Task Lists based on picklist/checkbox selection on Project fields
It would be a life saver and a valuable automation feature if task lists could be automatically created based on checkbox/picklist type field selections on the Project layout. Carrying over the order of such task lists from the project layout would be
Create a Recurring Task?
How can I create a recurring task? I found the blog that explains how to do it but I haven't been able to follow it successfully.
Sharing Documents outside of my organization
-I can share documents just fine, and prefer sharing Project Specific documents from the project as opposed to -using Workdrive. It works find for me, even though it's not as intuitive as I think it could be. My problem is, I am an admin, and out users
How to add notes to a specific task
I know I can make overall comments on a project in the Dashboard area, but is there a way to add a note to a specific task? I looked through the forums and the only posts I could find were more than 10 years old. Thank you!
How to scale project templates
We are planning on using Projects for assembly order projects that have common tasks, so I would like to set up templates. However, I have not found a way to scale the length of all tasks by the amount of items that needs assembly. For example, if Widget
Add User to Task in Task Template
Can you add users to task within task template? We offer the same tasks for multiple projects and assign them to the same people. Examples of tasks include: Graphic Design Copywriting Proofing What's the fastest way to assign users to project tasks in
Add a subtask to my Zoho CRM as a task
Greetings, I hope find all good and safe! It is not being possible to add a subtask to my Zoho CRM, the link to add to my CRM appears always (when creating the subtask, after in the subtask list when the subtask is selected), but when I click on these
Tasks not loading fully - Search issues - reg.
We are having around 1000 + tasks in Task lists - Milestone, but as the tasks are not fully loading in one shot, because of which we couldnt able to search tasks properly until the entire tasks are loaded. Is there any option to come around the same
Please enable sorting for more columns in Plain View
Plain view is an excellent view to work in, but I find the usefulness of it greatly reduced by the inability to sort by several major columns. Examples: When looking at Plain View for a Project, the first thing I want to do is sort by owner. The next think is by Task List. Neither is possible. Yet I can sort by Status, Due Date etc. When looking at Plain View in My Tasks, the first thing I want to be able to sort by is Project. Not possible. Can sorting just be enabled for all columns? The CRM team
A parent task can not be made dependent on the completion of its subtask(s)
I can designate a parent task ("Check earthing") as dependent on the completion of one or more of its subtasks, but someone who has been assigned the parent task and its subtasks can close the parent task and all of its subtasks with close without a warning
Resources are not Users and Users are not Resources
The good news is that we are committed to using Zoho Project because it has great value and functionality. The bad news is that there are basic improvements that need to be made. One of my pet peeves with Zoho Project is the blending of Users and Resources. Resources are not Users and the requirement to have an email address for every Resource is cumbersome and not practical. In addition, having to pre-register a Resource in a convoluted fashion is frustrating. Users are not necessarily Resources,
Create project form quotes using custom function
I am trying to create a new project from quotes using below code. have already created a connection using zoho qauth. it was creating a project earlier without the quotes id and details. However, I need to have the project created with details from the
Trying to set up templates that include checklist(s)
I am pretty new to Zoho and am looking to create templates for recurring tasks but want to use checklists. An example: Tasklist 1 >Task A >SubTask1 >Checklist A However when I create this structure, and choose Make as Template, it strips
Project folder permissions
Is it possible to create separate permission for the document folders within a project? One group of project members will have access to one folder and a second group will have access to another folder. I would like to know if this is possible and if so how can it be done?
Customized fields within Milestones
Hey Zoho Friends, At my company, and I'm sure many others, the ability to add custom fields to milestones would be super beneficial. From an agile marketing perspective, one of the main measurements we use is protectiveness and timing of milestones in order to plan and mange projects efficiently. If we had the ability to add planned time within a milestone and also state whether the milestone was proactive or reactive it would help with our overall reporting and our company initiative of becoming
can a milestone have more than one owner?
hi, Is it possible to customise the milestones fields so that I can allocate more than one owner to a milestone? Thanks, Liz
Custom Fields in Milestones?
Very happy to see the new roll-out of custom fields for tasks! VERY useful for us!! That being said, we'd really like to see custom fields added to milestones as well. Here's our use case example: We use milestones to trigger billing, i.e. when all the tasks/tasklists associated with the milestone are complete, the milestone is closed and that triggers an invoice that goes out to clients for the work that we've done We would appreciate a field in the milestone that we could use to indicate the total
Can I copy a project plan?
I want to copy and rename a project plan but do not know how to do this?
Import tasks to multiple project
Hi, We have about 500 projects to import to zoho project. We find a way to automatically create all 500 projects easily in Zoho Project but we cannot use project templates because we have differents tasks to import to differents projects. Is there a
How to schedule a meeting
Hi What is the best way to schedule a meeting associated into a project from ZOHO projects?... I don't see a tab for activities or something like that!
Archiving Projects - Losing info on Time Entry
I am trying to close out a project so that no more time can be entered against the project since it is complete - however when I change the status to "Archived" - it no longer shows the hours logged against that project in my Time Entry Export. This inhibits my ability to track utilization across team members. Is there a way to close a project but still be able to track the hours that were logged against it?
There is no way to edit Client Company Information
When I look at Client Users I only see a way to delete a client company or change the primary client. How do I edit? There is no pencil icon to click on and do this. Thanks.
Resource utilization chart - total hours across all users
Hi Zoho, Is it possible to see a total for each time segment in the utilisation chart? I'm trying to see whether my team as a whole is over utilized across time so i can re-schedule tasks to level our workload. At the moment i have to add up the hours
Ability to edit task templates - subtask order
Hello, For task templates you can reorder the tasks themselves but you cannot reorder the subtasks. For Example: If I want to add a task between "requirements walkthrough" and "build data model" I am not able to do that unless I delete or rename all the
Import Projects from excel
I have thousands of old projects from an old crm, and I need to import them all to Zoho Projects, then associated them to the Deals in CRM. How do I so? I don't see a way to import projects from xls file.
Integrating Zoho CRM and Zoho Projects
To what extent is it possible to integrate CRM and Projects? For instance, can I create a task/milestone/project in Projects relating to my clients in the CRM? Help is much appreciated. Apologies if this has been gone over -- I did a quick search and didn't see anything.
Reordering Milestones
It is good to be able to reorder task lists. It was annoying not to be able to order tasks in the sequence in which they should be executed. It would be good if we could reorder milestones too, especially to group related milestones together. Or, at least, the milestones should automatically get reordered, at least, alphabetically for us to examine them more easily. Narayan
Ability to Sync MS Project File with a Zoho Project
Greetings, I am trying to find out if there is a way to synchronize an MS Project file to a Zoho Project after importing to Z Project? I like the power of MS Project, but also like the sharing and collaboration of Z Project. Is there an add in for MS Project that will allow this? Any help or thoughts would be greatly appreciated.
Timesheet edit restriction
hi team, Any news in regards with period of time we allow for timesheets editing? The month/ weeks/ day doesnt work - for eg i now need to allow for timesheets between 1st sept-30 sept to be editable ( if i put days, i need to change the number daily,
EVM and budget tracking for fixed cost project
Hi Zoho, My industry almost exclusively works on a fixed-cost basis, and I have custom software for coming up with fees on a per-phase basis. The budget system that is in place currently is pretty good - I have been entering budget values in to the milestones,
Setting tasks as billable or nonbillable
Hi, Whenever I create a new task and then use the timer for it, it is automatically identified as billable time. If I want to edit the time logs later, I have to go into each project and do so in the timesheet. Is there a way to identify tasks from the beginning as billable or non-billable, and/or a way to easily edit all recent tasks entered in the timesheets? Thanks, Miriam illuminea
Assign tasks to a role but not a user
A newbie of Zoho Projects. This is a feature I am seeking (or propose): In a project template, (eg build a company website) I create series of tasks. Yes of course I can do this right now. Then, I could assign a user role for the task. (eg assign a "designer" to the task "create the company website logo") this is not a feature right now. Nor can I find any way to do it. When I create a new project (yes, we build zoho.com), I should assign someone X to be the "designer" and X will be automatically
Expended Budget
I have a project that I created a Budget Amount for but I cannot figure out how to spend the budget in the system. I have added expenses but the Expended Budget is still $0. I have added hours in the timesheet but the Expended Budget is still $0. Which also leads me to ask how do I assign a bill rate to hours? How does Expended Budget work when setting a Budget based on Amount? FYI, I have an Express Account.
Project Estimate
There is a need for a Project Estimation System (as Budget), specially required for Fixed Price Projects. The Estimation is made under several heads: Manpower cost (estimated hours, user cost by category) Outsourcing Costs Consumables Costs Travel and
Client User emails
Hi, I recently received an email from zoho projects when i deleted a dummy client that had my email address. The only communication i want zoho to make to my clients is to send the invoices - nothing else! How can i see what emails are being sent out
Move Forums Across Different Projects
Hi there, I would really like to have the following feature: The ability to move forums from one project to another. If there way a way to move them, or export and import them, it would really help us move discussions that are vital to other projects or future projects. At the moment, it is very difficult to plan or organize where to put certain discussion forums between projects. Do you think this could be a priority in the future? Thanks, Chad
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