Custom Relatable Item
I am creating project templates for construction and have milestones with task lists with tasks. I would be nice to be able to create a custom item with custom fields for me to be able to create rooms and for the tasks, be able to relate which tasks go applied to the required rooms. Possibly a feature request or possibly a workaround? I tried issues, but that is not what I want to do as I want to use issues for issues. Thank you Jason Spicer
Tasks in Project Template not being populated in "New Project"
I'm creating projects from Template Projects that have Tasks pre-populated. When I perform the "New Project" action and use a template, the tasks are not being copied over from the template. I'm certain that there's a check box or setting that I need to enable to copy the tasks over from the template, but I'm not sure where or what it is. Please advise, thank you,
Editing fields from projects list view
Hi. In current design only admins can edit/archive projects (1) and change values in all displayed fields directly from the list of projects (2) - could you tell me why is that? From our point of view is absolutely something opposite to productivity... Our users are not admins and this functionality would make their work a lot easier. Could you improve that? Btw if I will grant all users admin privileges, our management team and other departments won't be able to manage their projects because only
Adding multiple tasks at once
Is there a way of sending multiple task to a project from the template rather than adding them separately. Additionally, when a project template is created can you add tasks to that template? Regards
I want to add taks to google calendar
I want projects and my gsuite calendar to sync. I have found this: https://www.zoho.com/projects/help/tasks-googlecalendar.html It says "Add to Google Calendar and Add to Google Task options are available only if you have synched Zoho Projects with your GoogleApps domain." But how am i doing this?
Create a Trigger that push field values from Zoho Projects MY TASK VIEW into MY TIMESHEET VIEW
Using Zoho Flow, how do I get the data from the MY TASK VIEW into the MY TIMESHEET weekly log VIEW ? By using Zoho Flow, I want to have a Trigger that will push the field values of Project Names, Tasks, and Assigned Task Owner into the PROJECTS TIMESHEET.
Sub Tasks is Here!!!
Hello Everyone, I take this opportunity to wish you a happy new year and inform you about the launch of the Subtasks feature, the most requested one, in Zoho Projects. A perfect beginning for the year 2012, Isn't it. Subtasks are a convenient way to organize projects and tasks that have multiple steps. Let us see how the Subtasks feature has improved the project management in Zoho Projects. Import MS Project file When a MS Project file is imported into Zoho Projects, the task & subtasks structure
Setting projects as tasks within other projects
Is it possible to set a small project, that would be paid for separately, as a task within another larger project? If working with multiple suppliers / customers to deliver different outputs that will be combined at a later date, it can be useful to combine all the separate projects into one 'master project'. For example: Project A - Make a cup of tea Tasks - Fill kettle - Put kettle on - Get teabag - etc Project B - Get Milk - Go to shop - Buy Milk - etc Can we set 'Project B - Get Milk' as a task
Default Project Filter set to "ME"
Is there a setting that I can make, that will show only my projects by default when I click the projects button?
Sticky Note - daily reminder
I realize that I am trying to use Zoho-Projects in a different way it was designed for when I am forcing a more personal GTD-type functionality onto the program, but still ... I'd like to try. There is a Survey (Zoho-Survey) I need to fill in everyday - which is not really associated with a specific project. I would like a Sticky Note (with the link to the Survey), or something like it, that is right there in front when I open Zoho-Projects. Ideally it would remind me & present the link daily. I
Email Alerts not listed for after a blueprint event
Email Alerts that I have created are not listed to choose from to be sent out after a blueprint transition. What am I missing?
Have checklists show on on main screen when clicking on the task
Have checklists show on on main screen when clicking on the task without having to actually click on the tab 'checklists..' Otherwise, if a user doesn't click on the tab for checklists, the list could easily be missed.
Assign Client Without Giving Access to all Project Task lists
Is there a way to assign a client to a project task list with out giving them access to other tasks lists within the project. We are running around 10 projects teams who look after a specific task list (area). We don't want all project teams to be able to see or access other Task List and only see the Task List they have access to under the one Project. As far as I can see, with out that, We would be creating multiple projects by team for their specific task list. Not very user friendly. Thanks!
Why are blueprints automaticly associated to new tasks
When I create a new task of any kind in a project, zoho is associating a blueprint to them. The blueprint doesn't have anything to do with the blueprint and the blueprint does not have any Criteria setup. Why is this happeingin and how can I stop it?
Can not bulk delete more than 5 TASKS
I can check multiple tasks (in the same tasklist) but when i push delete nothing happens. When i uncheck some tasks i can delete and i found that does not allow me to delete more tha 5 at once. Is this a feature? If yes it is a problem because i am now deleting in packs of 5 TASKS
How to drive Summary tasks dates from subtasks
Hi, I'm struggling to work out how to allow a summary task or milestone date be driven by the scheduled activity below it. It would appear that I could have a summary task that is 4 days work and completes 1/9/19 but the tasks (work) below it are 400 days work and have dependencies that don't complete for months - and that in this scenario Zoho will accept. Is there a way to get subtasks and/or tasks to drive the dates for summary tasks? Thanks
Dependencies between projects
Hi everybody, we are looking at Zoho as a tool to manage our various projects within the team. The only question for us though is whether you can include dependencies between projects (not only tasks and milestones) since some of our projects are dependent on other projects getting to a certain stage or being completed. Does anybody know if that is possible and how to do it? Thanks!
Related TASKs module VIEW filters BUGS
Related tasks was a very nice add but you have to fix some BUGS I have many but i will begin from the most important When someone in a project with related view permission wants to see All TASKS there is no option and can only view My open, My closed etc. This is wrong because he has permissions to see also created by him, followed etc. How he will see all the tasks that has permissions? He cant, so we made a custom filter from my admin account and this also will not work properly. He can see all
Gantt Chart for all users
The Gantt Charts are perfect to track your %completed and see if you are on schedule. The problem is that only the admin or users that can see all tasks can view gantt. Why? Is is very important for a user to be able to see all the TASK that he isrelated with in a gantt chart. So with the %completed tracking he can able to report to manager that he will miss some deadlines. This option is available only on those the can access global reports and you disable the best feature to increase the employee
how to restrict to only office IP
hi, I dont want portal users ( and not client users ) in zoho projects to login only from specific set of IPs. Please help how?
My tasks by custom status in Kanban view
Hi, When viewing "My tasks" in kanban view we would like to be able to see the tasks ordered by custom status like when inside a project - not only by priority or percentage. Do you think it can be solved in the near future? Best regards Camilla
"Related to" view for Clients
Hello! Is it possible to set up Clients access (View, Add) to Tasks and Tickets to only those that are related to them? We can set those permissions for users, but haven't had any success with our clients. Thank you!
Users without access to All Tasks can not add Task lists
Why a user can not add a Task list and see only the tasks related to him later. The problem is that a simple user of a project can not use the template task list or can not even add a task list that he needs.
Suddenly users cannot edit others' project tasks!
We have been using Project for a couple of years very successfully. Suddenly today, our users seem unable to edit their colleagues tasks, close them off, reassign them to others etc - when they have been able to do this previously. I am the super admin and can do this, but even my co director who is admin cannot. Why is this please? What have you suddenly changed?
Kanban - NEED HELP
When I'm in Projects and looking at the Tasks in Kanban, looking at the Status section... how do I change the main categories? Right now it only shows open and closed, but I need it to show more than Open. I've tried to change them but the screen it sends me to is blank! Help?
Setting Task Order in Classic View
Hello- I've tried everything I can think of. Created a pretty basic template. The order is correct in the project template, but when I create a project, the order is strange. How do I set the correct order of the tasks and milestones? I'm inserting and example. If you look, tasks are appearing before they are even supposed to be started. Thanks!
Publishing Blueprint "Error Occurred. Please try after some time."
When I try to Publish a Blueprint I'm getting this error. It's been days I've waited. "Error Occurred. Please try after some time." What can I do?
Unclosable window
As soon as I enter our company project are the splash-screen appear: http://prntscr.com/oohozj And it's impossible to close it. Could you please help me in closing it as it's completely impossible to work when it's open and can't be closed? Thank you in advance, Dmitry Ogdal
Is there any way to customize formatting of Gantt charts?
Can I prevent automatic page breaks when creating a PDF? I can get a workout around by using the print option and scaling to fit one page... but that is an outrageous solution. Can I somehow control which column headers show up and the widths of each? If I use the print option I lose control of hiding columns like who a task is assigned to. I would like to get rid of the "None" and "General" headers on my task bar. Why on earth are those there? This may be due to have I have my tasks and subtasks
Remove or re-assign Task sync from Project to CRM
I have a project template that has a lot of tasks & tasks with long checklists. This project gets re-created and repeated every 2 weeks. From within the project template creation place, under each task's 'other actions', I've checked 'Add to Zoho CRM' for all the tasks. Now I want to either stop some of the tasks from being sent to CRM, or re-assign some of the tasks to another user. I can't see any way to do either, whether in the Template (which is most preferable) or at the active project level.
Project Budget and Billing Method
1. How can I implicate my filed from Task to Projects main page. I find a logic with a formula field, but no formula field in Project Layout. 2. Is there a possible way to be added other Billing Methods in Project Budget, because in some cases we are not measuring the hours and staffs and than this function is useless for me. (and this is predefined by you field is where I can't add a things). Please see my attachments
Unable to use the Projects pages with IE11
After testing our Zoho access on a number of devices and browsers, I have come to the conclusion that the issue is with the IE browser. The Projects pages work fine with Edge and Chrome (laptop and android phone). I have tried IE11 on three separate devices and the behavior is the same. The Issues link (on the left hand side) does nothing. The screens don't have the fields on them that I'm expecting and even links to "Sign Out" and "Contact Support" from the my profile link in the top right corner
Cambio de la dirección email del usuario
¿Cómo puede cambiarse la dirección email del usuario? A los no administradores se les borra y se les crea de nuevo, y resuelto. Pero ¿Cómo cambiar la dirección email del administrador? No aparece ninguna función de ese tipo baigorri
Need to Restore a Tasklist and it's Data
Hi, By mistake, I have removed a task list. Urgently looking for a wayout to restore the deleted task. Any help would be appreciated. Thanks, Bhargavi.
Where is the copy task feature for just single level tasks
Hello. Where is the copy task feature for dependency or even main level tasks? I see you can copy a task list but not an individual task. I must be missing something obvious. Please advise. Ryan.
I am not seeing half of my tasks in KanBan view
KanBan View Hi there. I read a post from the end of 2017 mentioning that Tasks inside task lists and subtasks will display in KanBan view. It seems there are still not displaying there, can that be true?
Feature requests that have gone ignored or unaddressed - Kanban, subtasks, blueprint, layouts
I've seen several major things that people requested a long time ago, which Zoho said was on the roadmap and would be worked in, that have still not been done. With some of these we're talking a year or longer that these were brought up and still have not been addressed or implemented. Custom Project Layouts We can create custom task layouts, but we're only given one project layout. Why on earth can't we create custom project layouts like we can task layouts? This should be a simple thing, and it's
Project Intake Management - How do you handle this in Zoho?
Has anyone configured Zoho Projects to manage project intake requests? This would include such things as fielding and acknowledging the initial request for a new project, assessment of the project, prioritization of the project, and approval/deferral/rejection... I know Zoho isn't a Project Portfolio manager, but I'm curious if anyone's devised a way of managing the 'incoming' with the tool. We're currently managing this in Excel manually and its very tedious and siloed.
New user - Zoho project enterprise -
Hello I want to create new user - for all user I have the message "L’e-mail que vous avez entré appartient à un autre déploiement/région"" My url is in .eu When I'm connect .com, it's the same problem.
What is the right way to audit overdue tasks / milestone?
Hey, I planned a project and start to work, for various reasons there are delays of tasks or milestones. If I change the due date, I will not be able to identify at the end of the project that there were failures in project planning. Is there a right way to do it? Thanks, Gal
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