Projects User Roles?
Where can I find the definitions of what a user can and can not do for each role? (Admin, Manager, Employee, Contractor)
User Roles / Permissions Problem
A user of the 'employee' category can change the owner of a milestone to himself, and then delete the milestone. This seems to be an oversight, as the 'employee' user shouldn't have privileges to do so. Can this be changed? test_user_info
Changing User Permissions
Hi, I was looking through Zoho Projects and I was attempting to change the permissions as per this link: https://www.zoho.com/projects/project-access-privileges.html Unfortunately (I am the overall owner) I cannot change the settings to match what I am seeing in this link. Could someone advise where I would be able to do that?? Currently with the 4 available fields (Admin, Employee, Contractor & Manager) we aren't able to quite handle our requirements the way we should. Thanks so much for your
Unable to share Calendar View with Client Users
The "Client" User Type seems useful, since it is a safe overall way to share Project information selectively. The Calendar View, however, is one of the most clear summaries of overall status that we like to share with our Clients. Unfortunately, Client Users appear to get NO access to the Calendar tab view. ... Correct? Feature request, please...? Thank-you, ...Terry. PS: In general, the ability to edit the exact permissions of every role (and create more roles) is really missing and needed.
How to manage a project that never ends
Hello, I'm new, what is the best way to manage a project that never ends? In other words, a project with a continuos adding of milestones, without an end-date of the project. Does the lacking of a project end-date impact diagrams or other functionalities? Thank you very much
Is it possible to import project workflows from Jira?
We had some customized project workflows in Jira which we would like to use in Zoho Projects. Is it possible to integrate them into Zoho Projects? I know that Projects doesn't have the exact same workflow logic on the GUI but would it be possible to integrate them via some scripts? The workflow logic in Jira can be seen in the below page: https://confluence.atlassian.com/adminjiraserver073/working-with-workflows-861253510.html
Multiple ongoing projects detail into one single view?
Hi, Wondering if the above is possible? i have researched and it doesnt seem zoho offers a single view for multiple projects. Wanting a quick and easy view for activity across multiple projects. Am interested as would like to reduce the workflow with having to dip in and out of projects to see things. Wondering if anyone has a work around or has their own solution for something similar? Any help appreicated, thankyou
QoL Suggestion: List the Parent Task of the Subtask Both in the Subtask Zoho UI and in Email Notifications
Quality of Life (QoL) Suggestion It would be super helpful to see the parent task of subtask: Somewhere in/on the Subtak's UI in Zoho (see attachment) In the email notification for (sub)task assignment (see attachment) We often have a similar (but not the exact same) tasks that need to be completed across unique webpages (parent task), but there's no quick and easy way to see what the parent task webpage is currently, in Zoho or via the email notification that is sent to the assignee when the subtask
TaskNumber
We would need a TaskNumber that needs to be generated for each Task. It is easy for correlation and during discussions. How do I configure it. t_saravanan
I'm new - where do I find Gantt Charts?
I've just signed up for a 1 project licence. I've added a few milestones and tasks. I cant see where I display the resultant Gantt chart
Is there any way i can create a full project as a template?
Including Milestones, Task Lists, Tasks, Sub Tasks and Dependancies?
Is it possible to set work hours at project level rather than Portal level?
Is it possible to set work hours at project level rather than Portal level?. Right now this setting is being done only at portal level, which reflects to all the projects done in that portal. So, If I want to set work hours for my project only, would that be possible?
Clone / Duplicate Task Templates
I'm using Projects for real estate listings and transactions I have a team of agents who each has their own listings. The task template is invaluable because each listing has such similar tasks, documents, etc. My agents only need to collaborate with me on each project. Not a huge team. And while they all have similar tasks, each agent handles their projects with a slightly different work flow than the other agents. Because of the difference in their work flows it made sense to me to to create a
Is there a way to hide "Task & Bugs Prefix IDs" in Tasklists?
Is there a way to hide Task & Bugs Prefix IDs in Tasklists? More text to have to parse through on already longs lists isn't necessarily a good thing.
bulk edit tasks?
please see attached video. bulk editing tasks is a pain for us. if we have to edit 4 fields it takes a lot more time than it should. can we make this easier please?
Zoho Templates No Longer Working
Hi, We have access to 20 templates yet when I logged into Zoho today to create a new project (using an existing template), the template didn't duplicate the template tasks. Has the functionality changed? Also the predecessor/successor tasks can no longer find the tasks I'm trying to assign them to (looks like a new user interface). Please advise
Projects is a joke!
Project management is a process too, Zoho! It needs automation with as much depth as CRM. Seriously who are you people serving with these half-cocked, half-thought out ideas? Automation in issues??? But none in for actual project management relating to service delivery??? Does any one actually use the issues automation?? I'm sick of having to close multiple unused tasks manually. I'm sick of having to add myself to the task every time instead of it being automatically added, when I'm the only user.
Toodledo tasks and Zoho
I'm looking to create a project plan based on the tasks I have in Toodledo. Anyone know a way to do that? It would be awesome if they would retain their start/end dates at the very least. And, if Toodledo Goals could be translated into Project Milestones. Any help would be much appreciated :)
QoL Suggestion: Create Better Design Distinction Between Tasks and Sub Tasks in Task Lists
Quality of Life Suggestion Task lists can get VERY long, full of tasks and their subsequent subtask. Visually, I think it would be helpful to have a more distinct design of parent task rows (font size, style, color and/or rest-state row background colors) to help further distinguish them from their sub-tasks. Indention of subtasks is nice, but feels less and less effective the longer a taklist of tasks and subtasks get. Thanks
Workload & Holiday Schemes
Workload Scheme: allows admin user to create schemes and add them later to the users (employees). For example part time scheme, full time scheme. Main reason being; business hours do not necessarily reflect the workload for a particular person, i.e. my company can be open 24/7 it doesn't mean my employees work that amount of time. Holidays Scheme: companies working in different countries need different schemes, so they can be related to specific employees. For example I'd create a Holiday Scheme
HELP
I cannot sign on to my zoho account. I says Error... I have restarted a few times. Please help. Thank you Vicky Czapla
Variable hours day-by-day on tasks
Hi Is it possible to assign a different number of work hours to a resource for each day of the duration of a task (or sub-task). For example, 2 hours on Monday and Tuesday and 5 hours on Wednesday and Thursday? John
How to see Gantt view for all projects I'm working on at same time
New to ZP...just realized there is no way to see all projects I'm working on in a Gantt view at the same time. Am I just missing something? If it's true that this is not possible, I am wondering if others would like this feature also and if it would go under consideration.
Enterprise Gantt Sorting
Hello, My organization has just upgraded from Premium to Enterprise in order to get the cross-project reporting and gantt charts. When I view the enterprise chronology or milestone gantt, it seems that the default sorting is by milestone end date. Is there a way to sort these reports by project name, milestone start date, or by other fields in the chart? I can see that the chart can be filtered on a number of fields but I can't figure out how to sort. Thanks! Jared
Custom Task Fields and Templates
Is it possible to save the values in custom task fields to Project and/or Task list templates? Is there a way to import this information?
Task comment
Hi zoho Team, I met an issue when using zoho task. When i sort the comment of a task (most recently on top), sometimes, all comment is disappeared, just see this happen only on this task, the others are no problem. Please help to check this. Link: https://projects.zoho.com/portal/arrivetechnologies#taskdetail/403027000001399352/403027000001399368/403027000001449237 Thanks
Project user receive notification
Hi, Is it possible for ALL (if we assigned multiple users to a single project) Project users to receive notifications of project progress? Currently, settings for notifications can only be applied to Tasks and Milestones (to our knowledge). Is there a workaround for this? If users are "following" projects will this resolve? Regards
Why cant I view dependencies in my task list?
I cant see the dependencies in my task list? Can anyone advise. I have just linked the tasks in Gantt, but cant work out why I cant see them in tasks? Any advice welcomed
Documents synchronization
Hi, Does anyone knows of a way to synchronize the files that are stored in a ZOHO Project to a device such as a computer. Anything like sftp, CVS, or the ZOHO Docs desktop app, or anything else that is convenient or working with tens of files organized in sub-folders? Thanks. Best regards.
Quote display
For information, the simple quote ' is replaced by this code here in Zoho Projects :
Cannot submit a request assistance
When I click on the email icon to Submit a Request, it's just empty :
Date filter
how the date filter works? I'm from Chile and my English is bad. they have support for spanish Thanks
bulk edit on task layout custom fields doesnt work
bulk editing a set of tasks works fine when you are bulk editing the status of the tasks, but it does NOT work when you are bulk editing one of the custom fields.
Gamescope for freelance, one person / one player
Hello, I discover Gamescope and I'd like to create trophies and badges as milestone for myself I'm freelance and work alone, but create a "game" requires 2 players minimum ... Does this mean I cannot get any points when I finish a task ? Thanks in advance for your help Kind regards
Text overlap in menu for French version
For information :
How to create 'Cost Plan' and to view the 'Actual Costs versus Planned Costs'?
Dear All, One of our prospects need to define 'Hourly Rates' for each of their resources ( Users ) ( That is OK in Zoho Projects ) Question 1 They need to create a 'Project Plan' creating tasks setting duration and allocating resources to these tasks. After this they need to see the 'Planned Cost' of the project. That is a simple mathematics. Please check table below. Our prospect needs to see a calculation for the 'Planned Cost' total of the project. They will use this 'Cost Simulation' to plan,
Enhanced dependencies
Hello, For most simple projects the dependencies in Projects works well. A task takes longer/shorter then planned and impacts all subsequent tasks Answering what-if scenarios, like adding additional resources or if there is a project delay Projects can accommodate the above. However, most of our project schedules can get complex and that is where Projects dependencies falls short in a couple of areas. Ability to add a lag time to the dependency so that it is tied to the completion date of the
Custom Fields in Zoho Projects
We are pleased to announce the launch of the much awaited Custom Fields in Zoho Projects. This is one among the first few significant launches for Zoho Projects for this quarter. Custom fields basically, lets you add data specific to your business needs in online project management. Say, you are in Häagen-Dazs and you are about to place your order in a few minutes. Your favorite Belgian chocolate has gone out of stock and you are a little upset about it. What would you do next?! In no time, you
What notifications and emails do clients receive automatically?
I'm doing work for a client's client. Primary client doesn't want secondary client to have any info until completion. This morning primary client emails saying "don't send other guy any docs." Secondary client emails asking about 7 files that were sent to him. I DID NOT send anything to secondary client. So my question is this: what in the ever loving universe did Projects send to the secondary client!? This is a rather large issue because these are brand new clients and I'm not impressing them
Global notification
Hello, I have some trouble with my colleague with notification and I can not find an answer in the settings or in your forum. We have some common projects et we need both to receive all activities. Nevertheless, when I post a message in the forum, she receive a mail. But when the client or I send a comment in this same forum, she does not receive it. Only the creator of the forum receive it. How can we receive all activities of the project ? Thank you in advance, Edouard Voituriez
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