How can I show the Budget Status widget for a client user?
I have a project which a client user is assigned and has access to view. As an admin, manager myself I can see the Budget Status widget on my dashboard. How do I show this on my client user's dashboard? We effectively have a retainer client, say with a set number of hours per month so it's really important for them to see how many hours they are using on a project. Kind regards Greg
Issue Reports with Custom Issue Fields
Is it possible to generate issue reports using a custom issue field as a parameter?
Time-logging feature has some issues.
My company recently shifted to ZOHO Projects this month. Previously our employees had been using ZOHO People to log their time. Now in ZOHO projects when I log my time, the following issues are arising: 1. Most of the times the projects for which I have to log time don't appear in the dropdown menu while logging time. This has been happening repeatedly. I am the Project Manager for many projects that I have created myself, but whenever I am about to log my weekly timesheet, not even a single project
Copy a project template?
How can I easily copy a project template into a similar template? We have many projects that will be similar and only different in slight ways. We'd like to set up a template for each without having to recreate each one. Can't I just copy one project template and then change the copy as desired?
Zoho projects - workers capacity across projects
Hello, the example is: We have a worker who's capacity is 8 hours a day. He needs to work on tasks which are in 2 different projects. I now want to assign these tasks to him. How do I know, that he for example has already tasks which take 6 hours within
Basic export question
I imported a "Microsoft Project" schedule into zoho Then I made changes in the project within zoho Can I now export the file back to MS project in mpp so that I can reopen . If I cannot do this how do I ensure the work flow is consistent . Thank you Peter pkofman@rogers.com
Not enough options in global task list
Hello. I find that the global task list lacks some options. To compensate for that, I need to create additional views, instead of seeing the information in a single view. My main need is seeing tasks from the same project together. There could be two
Time recording - multi-users per task
We are setting up Zoho Projects and will have tasks that multuple users will need to record time against. Is it possible to have different users recording time against the same task? If so how, and if not, how do you get round this? Thanks.
When scheduling a meeting, no ICS file is being sent
In Projects, when setting up a meeting with the ZOHO Meeting extension, the participants are receiving only a meeting link with no ICS file. Seems to me this should be included by default. What are the issues here?
Individual private projects - possible?
Hi, Is it possible for my team members (I'm the admin) to setup some individual projects that only they have permission to see and use? (Or worst case I can see as admin but won't look). I can't find a way. It seems to be public, or private (meaning anyone
Shortcut "Reorder Tasklists" + make Enter/Return work in all popup-screens (works in some, not all)
Hello, Could this be added to the list of shorcuts & changes on key-behaviour withing Zoho Projects? (or do seperate tickets need to be created for this?) - shortcut for "Reorder Tasklists" - make Enter/Return keystroek work in all (popup)screens/pages
Task Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.
Increase the number of Blueprints per Task Layout from 25 to 100
Since we discovered the funtionality and the ease of tracking projects Blueprint brings to a business, my company has been using it very much. We have reached a roadblock where we found out that one can only build 25 Blueprints for every task layout.
Zoho Tasks -
Is there a way to have the closed tasks not disappear when they are closed? seems like a lot of hassle to access the closed tasks, which we write notes on that may be relevant later.
Your Project Progress Gets Quicker With Task Templates
Welcome back dear friends! Zoho Projects makes your work lighter, and quicker by developing a standard structure that adapts to all your projects. Let me not put it up long-winded. Alike, creating project templates , you can also create a standard template for all your tasks. Here you go with the important things that you can do with Task Templates in Zoho Projects! For example: You own a wedding planner company. How will you manage your team for successfully running the big day? What you actually
Is it possible to set time "non-billable" by default?
Hello, With salary employees we would like to still track time spent on projects/tasks but not to invoice for it. Is there a way to set the status as "non-billable" by default? Currently it defaults to "billable". Thank you.
Reorder Blueprint Transitions
Hello, The Blueprint Functionality is totally Great! Nice Job with minor problems so far. I made a really complicated blueprint and the problem is that i have many transitions available in many statuses. The problem is that i can not find the pattern of the order of the transitions and the most important transition is in the last position and i have to open the three dots to find it. Is there anyway to reorder the transitions? If not is there any pattern to follow to give my preferred order? See
Removing task due dates
Last month, I edited many tasks to remove the start and end dates. We use these for tracking time, so it's appropriate for these tasks to be open-ended. My problem is that I can no longer find this option -- it no longer appears. Is this a permissions issue that I no longer can access? Thanks
merge 2 projects in 1
Hi everybody I made a mistake and I created 2 projects equals. May I merge into one?
Merging projects
We want to rearrange our projects. Lets say we discover that we have 5 separate projects from customer A. Now we want to put them all (tasks) under mainproject "Customer A". Is it any way we can do it?
Merging projects
Sometimes, we end up with duplicated projects in Zoho Projects, and we would like to be able to easily merge two projects (currently we have to manually copy all the data from the duplicated project before we delete/archive it).
Wouldn't it be better to make the 'task' a 'sum of subtasks'
Perhaps I have the wrong idea on tasks an subtasks, but shouldn't the task be a sum of subtaks. For instance: Clean the office (task) Clean windows (subtask) Clean tables (subtask) Clean coffee machine (subtask) Currently when I add the task 'clean the office' and state that this takes 'one day' and add the subtasks with durations that equal 2, 4 and 2 hours respectively. Now when I check the Gantt Chart or the Resource Utilization I see that I'm over-planned because I'm responsible for the
What Limits Selectable Users When Setting Task Owners?
Hello, I've recently come across an issue where we're unable to see all the users that are assigned to a given project when selecting them as Owners of a Task in the drop-down menu. This is not the case for all projects and tasks, and I'm unsure as to
How can we filter Kabnan view by Task List?
By default, there is not filter on Kabnan view by Task list? What if we want to see the Kabnan view for a particular Task List?
Create Ticket from Zoho Prtojects task
Hi Zoho Community, I have questions and queries. I want to create a button in the task template I go through the task template but I didn't get from where I can create such a button in the template. I want when someone clicks that button it should create
Dashboard - summary of all projects
I have just started playing with the trail account and wondering if there is a way to get a summary or dashboard of all projects? Is the only way to toggle between projects is the dropdown in the upper left corner? Any assistance is greatly appreciated. Phil
Custom domain and Sender email
I like the custom domain and Sender Email address options, but before I make any changes what are the limitations or considerations before making these changes? * Does a custom domain impact Single Signon, any marketplace apps, or other integrations?
Maximum number of workflow rules in zoho projects
Greetings to everyone, In my company we are extensively using workflow rules from the "task automation" section of zoho projects. My question is what is the maximum number of allowed workflow rules that we can have, since we will probably be using many
How to communicate with external people (customer) while centralising this communication in the project?
We are starting to use zoho projects and I'm wondering about the best way to communicate with customers and keep the relevant communication about the project, in zoho projects. I tried a bit the zoho desk integration, but it seems extremely time consuming
New Time Log drop down not displaying
Now when entering New Time Log and selecting start/end hours, it does not display the complete number; only the leading number (0 or 1). See attached screen shot. Is this a bug, due to an update, or what? I've used it successfully for months in the
Zoho CRM and Projects together: consolidated To-Do list?
Hi, I'm trying to get set up using CRM and Projects together, I've linked the two and am able to use the portal. My question is: CRM and Projects both have ways of keeping track of "to-do"s for the team, but I don't see a way to put those to-do items together in one list. Is this possible? Or do I just have to live with two separate to-do lists?
Task Layout - Add information to the various choices of a multi-select field
Hello everyone, At our company we are trying to implement a feature in zoho projects. and we could use some help. We have a task layout that includes a multi-select field where the user can select from several journals (Journal A, Journal B, etc) We needed
Global custom view
Hello, Are there any plans to allow to save custom views in "My tasks" view? This is the feature I'm missing the most. I'm aware about custom views per project but this does not make sense when keeping an eye on dozens of projects with multiple users. Now, when tags arrived it'd be even more helpful.
Project Owner as filter within a custom view in Tasks?
Hi, Is there is an option to have "Project Owner" as a filter in a custom view in the tasks page in Projects? I need the Logged In User to be able to see all tasks within the projects they own that meet certain criteria such as status. The closest I see
Kanban View is not showing other than 1st Level tasks - is there a way to set this to show all levels?
Our manager has created complex task lists with multiple levels. As a result, most of the Tasks are not showing in the kanban view. Only the top level task in each list. How can we have Kanban view show all of the levels - so we can manage individual tasks?
Add a "Save" button to Project Details screen
When editing the details of a project in the new Zoho Projects version 7 the only way to save changes is to purposefully click out of the editing box with the mouse cursor. This is resulting in our staff making lots of edits that are not saved. It is
Zoho projects backup
Zoho looks great and something that I might implement at my company, but it doesn't look like there is an easy way to backup everything that goes on in all projects. Is there a way to backup all the information? I don't even care if I can't restore it all, but just so that I have it all in some readable format for the future. This backup necessity is the only reason we haven't been using Google Apps for the last 2 years. I believe you have great uptime, excellent security and backup policies,
Dropbox Sync for Documents in Projects
I used to set up our project documents to have a folder that synced to our DropBox. However, since the 7.0 version of Projects came out I no longer see that as an option. Is there a way to still sync a Document folder in projects?
Start - Due date vs alloted time slot to complete work to organise jobs better
Hi, I have a question as I'm not sure how to best handle this. Imagine 5 tasks have been issued to someone. The start date is the day they were issued and the due date is a week later. Looking at a calendar or Gantt view now will show all 5 tasks as 7
task time estimates
Any chance of including a task time estimate field in the tasks, this combined with timekeeping should alow user to see on the exported report which tasks took more/less actual work time than expected, it'd be really useful if that would also show up in a gannt like report.
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