Spell check in Projects
Hello. Is there (or will there be) a spell check function in Projects? Thanks, Colin.
Reorder tabs in project templates and for client users
Hello, I would like to show/hide tabs and change the tab order for Portal users at the project template level; this feature does not seem to exist. I would also like reorder tabs for Client users, and this also seems to be not possible. In the Organize Tabs section, there are checkboxes to Update Selection for: Existing Projects, Upcoming Projects. It's not clear whether that then applies to ALL projects in the portal - is that the case? (There's no way to control this for multiple-but-not-all projects
Project Tasks
I want to be able to change the fields in my tasks in a task list. For Example I have a Task List called - Decommission. Under that Task List I have 2 task as follows -Signed Letter and Servers to Decommission. In the Servers to Decommission task I
Sending data from Zoho Projects to Zoho CRM
Dear community Hope you all are doing great! I'm opening this thread to understand how can I setup the following workflow between my Zoho Projects portal and my Zoho CRM portal: In my project, let's call it PROJECT X, I have new incoming bugs registers
Sticky Posts Not Sticky, Announcements do... What?
In the new 4.0 when you mark a post as "Sticky" it does not stay at the top. It quickly gets buried to the bottom of the page. We've installed a lot of bulletin board software and forums, I've never seen a sticky post that doesn't stay pinned to the top. Is this a bug? The announcement box in forums: I was told by tech support during an online support session that all the Announcement box does is add an icon to the post title. Is this intentional? If so, not much of an announcement. Thanks!
Task Ownership
In our organization we are running into the issue of who owns (is responsible for) the task. Is there anything on the table to have two groups when selecting task users. One to select the Task owner and a selection to assign people associated with the task. Thank You! B
Assign tasks by Associated Team
How can I assign a task owner by Associated Team? Right have a template project with 400+ Tasks. I've associated each one with the team. Then on the project layouts, I select the person from each team. I've create a workflow rule that If So-and-So is
Zoho Projects | Unable to update the Status in all Projects
Updating the Status in all Projects in our organization Zoho Project is restricted in all the users. Kindly revert to us ASAP to avoid delay with our collaboration. And also please explain to us what was the cause of the issue. Thank you.
Import/Export into Zoho from Microsoft Project
I am new to Zoho. What are the steps from exporting from Microsoft Project into ZOHO?
Bulk task or milestone creation via import or template?
Can a set of tasks or milestones be created by importing (eg, from a delimited file), or from a template of multiple tasks? We frequently create sets of tasks associated with an event. Each task has a different date relative to the event date. In Google Calendar and AirSet for example, we can import a csv file that creates a set of tasks. (We use an excel template to calculate the task deadlines now). Is bulk task creation possible in this way?
Close a task and automatically open other task
Hi, I'm new to Zoho Projects. I've read all docs and have done a lot of tests, but can't make it work. The goal is pretty simple: If a user closes a specific task, automatically other specific task has to be opened (without user interaction) How can
Drag and Drop Project Order
My company has a need to order projects in order of priority. A resource could be on multiple projects, but the priority of each project may change when a new, higher priority project is created in Zoho. We would like to be able to change the priority
change client user to project user
I created an account for the PM of vendor we are working with. I have learned that she cannot see the same dashboard, task updates, etc that I can. In this situation there is no reason for her not to see what I see. Can I change her account to a project user/employee or do I have to delete her client account and create a new one under the project users? Any risk to this that I am not thinking of? Thanks, T. Shawn
Images Posted in Projects Tasks/Comments/Status Not Visible
Ever since the new version of Zoho Projects came out, I've noticed when we copy/paste emails with images or logos into Project task descriptions, comments, or feed/status the images do not show up. In fact, the thumbnail of where the image should be is
Why can't we copy task list?
Why can't we copy / clone the task list in the project? I can only copy one task few times. Or i can make a template of task list and then implement - but when we do it we make a trash in templates.
Reassign all task from one employee to another
When an employee leaves the company - how can assign all his task to another employee?
userdefined views of tasks
Hello There, I created a user defined view for tasks with the criteria: task depency IS independent tasks AND task list IS ToDos (a task list within the project) Now the problem is that I want to use that view for all my projects and the task List 'ToDos'
Set Global Task Notifications to be sent to each use task user for a project 3 days and 7 days prior to a task due date and another for one day prior to a task starting
Can an enhancement request be put in to Zoho to be able to set global task notifications to be sent to each use task user for a project 3 days and 7 days prior to a task due date and another for one day prior to a task starting? This way it is a notification
Project template - task owner
Hello There, I already created a project template and now I want to assign tasks to a certain employee within the template. Because we have a certain working process where same tasks reoccur every other project. Problem is that these tasks can only be
Integration with OpenID
providing SSO (single sign-on) across ZOHO apps would be wonderful, especially for integrating ZOHO apps with my other business applicaitons.
Zoho Docs and Projects Integration
I am looking to have documents that are being edited in Zoho Docs, such as Zoho Show documents, to be shared in Zoho Projects. Lets say there is a task to create a Zoho Show, can that show be inserted into the Project task?
Custom fields to appear on Gantt chart
Looking for something simple to add any custom fields that can be created within the task that you are able to display on the gantt chart overview. For example Tasks show the user that is signed to this task. However, being able to add an additional
How to manage combined consulting + training type of assignments
Hi! I need guidance on how to manage a special type of assignment we have at our consulting company. Some of our assignments combine consulting work with standard training. For the consulting portion, we quote time and a user rate and we charge for the
Projects - Cannot Access a Project's Dashboard, Task Details, Gnatt Chart, ETC
When I select a project I created or someone shared with me, I get several Errors. The Dashboard doesn't load. Individual tasks say they're removed or deleted, when they're not. Gantt, Documents, Timesheet, Issues, and Forums gives this error: Ouch !
Bulk downloading of documents
Is it possible to download multiple documents at once, or even a whole folder? Am I missing this somewhere? Thanks.
Work planned/Resource Utilization
Hi There I want to view my teams entire pipeline of work - I want to clearly see the "work Planned" Hours for each task and each team member with a total number of Hours assigned for each team member for that week. It looks as though the resource utilization feature is the best way to do this, However why doesn't "total work allocated hours" include the "work planned" for over due tasks? If something isn't completed and its overdue, obviously the pipeline should allow for those hours of work in
Export all projects, tasks and documents
Good day! I need to make a backup of all our projects (all data, tasks, documents/files, etc), how or where to do this? Thanks!
Associate existing zoho projects task with a ticket
The new functionality zoho projects-desk works fine. We can create task from a ticket. Can we create ticket from a task? We use the ticket as communication portal with our clients and works perfect. the problem is when we want to say something to a client
Amending / Deleting Client user
I have a client user which has the correct email address, but the name has been populated incorrectly. How do I change the name of that user and where? I have deactivated the user, and deleted the deactivated user, but when I try to add the user again,
External Client user and access to Project documents
Hi there- I have added external client users to my project and have configured settings in Issues for them. My issue now is I don't want external users to have view/read/edit access to any documents or folders. I want them to have access to only one particular folder. How to do this? I don't see this in FAQ section. Please advise. Thanks Maria
World of warcraft
Let's talk about something non related to general theme of the discussion Have you ever played world of warcraft?
How to edit or delete a task within a task list template?
I created task templates, added tasks, reordered them all fine. I npw need to change the name of some of the task and also delete some. It doesn't seem to be possible. Am i missing something? This is quite essential...
Client Users in a Team
Hi Can a client user be added to a team please? Thanks
Customer Account in Zoho Projects ?
Hi ! Playing with the free plan in Zoho Projects, i don't see any native "Customer" or "Account" list in the application , as we have in Zoho Desk. Did i missed something ? Considiring our project activities , having the customer information for wich
Tagged feed posts don't show up when filtering for tag?
Hey, I find the option to create and use tags in feed, tasks, projects etc. very helpful. If I tag a task I can find all tasks with the same tag very easily by clicking on the tag. Unfortunately I haven't yet found a way to do the same thing for feed
Linking Tasks to each other in Zoho Projects
Coming from MeisterTask, which is a very basic task system, in comparison with Zoho Projects. We were able to link tasks to each other. This was extremely helpful, as many parent tasks had data or attachments that would help understand or complete other
How to view the total hours logged in a project from the project list view?
Hello Community! I want to manage to see the total hours charged in each project, from the list view of all projects. I am trying to customize this type of view, but I don't understand in which column this information is reflected. I have added the column
How to add my client for their web design project
Hi I'm a web designer trialling Zoho Projects and I've set up the milestones, task lists and tasks for a client's web development project. I am seeking advice on how to add my client to the project but not necessarily to view all of my tasks (many are process/admin type of lists which I don't need them to view). Currently I have many jobs on the go and I am emailing clients with issues such as mockups to check, chasing them down for content and anything in between! The emails are driving me crazy
Save Filters for Future Use
I have configured a filter and clicked Find, is there a possibility to save this filter as a View for future use as this is a filter I will be using frequently.
Upcoming Events only shows one week
I have calls scheduled months out in the calendar but I am not able to see them in the Upcoming Events widget in the project dashboard. This has made it very difficult for me to find if a client has a call scheduled and when it is, which is costing me
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