Uploading photos to projects
Hello I want to upload a photo to projects, is there any way to do this? I can upload photos to the Zoho CRM but I want the photos in projects so my team members do not have to leave projects to search for the photo.
Question on CRM and Projects Integration
Hi, We are looking to integrate our CRM processes into Projects. I can see in CRM how to create a Project within a lead in CRM but how do I set it to pull across Google Docs or other links from the CRM lead to the project. Is that possible? Thanks in advance for the help Kim
Not getting emails from new project
I've been using zoho projects for a couple of years. I just created a new project and I'm not getting update emails either for tasks I created nor tasks I'm assigned to. Any recommendations?
Project Payroll
How do you find your employee timesheet summary so you can pay them based on the hours they have worked...
Is it possible to generate customized fields for tasks or Milestones
Is it possible to generate customized fields for tasks or Milestones? I need to add either additional information that does not need to be provided a search function, thus filtered. An example is a piece of information regarding how the task will be monitored ( indicator). The other field would be possible to search using the filter function, the field would have a drop down and the option to select one or more fields ( labels) to a task. an example is the name of the donor supporting the task (
Add additional Time Range filter options in My Tasks and My Timesheets
Currently, you have a limited set of filters for timesheets and tasks. These are shown Overdue, Last Month, Last Week,Today, Tomorrow, Next 7 Days I suggest one of the following 1) Custom Date Range - where we can specify start date and end date OR More symmetrical and expanded past, present and future Past - Last 7 days, Last week, Last 30 days, Last Month, Last 90 days, Last Quarter, Last Year Current - This Week, Next 7 days, This Month, Next 30 days, This Quarter, Next 90 days, This Year Future
Date format import
Hello, When i import tasks using excel some dates does not convert they appear blank some dates in the same file convert well, but for example dates on december does not why does it happen?
Please help, Allocated disk space full. Contact our support to resolve it.
Hi everyone, did anyone have the same problem? I have no idea how to check how many % spaces I used, and also I delete over 100 PDF files, but it still pop-up this message, please help.
Project template in Gantt Chart
Hi, I just wonder if we can edit the dependency of a project template in Gantt Chart. Po
setting only task duration and predecessor,
I would like to set only task duration and predecessor, without start and stop dates. How do I do that?
Can I have a specific task triggered by another task?
What I am looking to do is more of an assembly line here. Where if I have employee "x" who completes a certain task, it triggers a task for employee "y" to do. Sort of like an assembly line. Is this possible?
If I want to see the total time logged daily by everyone across all projects?
How do I do that? Please help.
Looking for a consultant who can guide us in using Zoho Projects
We, at Camomile Healthcare Ventures, Kilpauk, Chennai, are looking for a consultant to handhold our team in evaluating and using zoho projects. Those interested, please get in touch with me - Devendran, 9841025764. devendran@camomilehealthcare.com
Time tracking alert for time threshold in projects?
I'm new to ZOHO, just using the trial for projects right now, but wondered if anyone has experience with time tracking in Zoho Projects. Here is what we're looking for: We are a virtual assistance company — clients subscribe (a block of hours/month), and the hours do not rollover. We have mutliple staff logging time for each client (weekly/daily), so we're searching for a way to be notified when the time threshold is nearing. We're assuming each client would be a project, in this case. Example: Client
why are my zoho projects not synching with zoho books?
activated integration projects and tasks don't sync neither way
Persistant 2-Factor Authentication
I am connecting to Zoho using Google / Chrome Browser. Zoho requires 2-Factor Authentication for security, which is good. The login screen says 2FA will not be required again on this browser / machine for another 180 days. But using the Chrome browser, 2FA must be used EVERY time I log in (annoying). Internet Explorer does not behave this way. It remembers the 2FA from before. Does anyone know how to enable this to work on Chrome? I looked in settings and did not see anything obvious. Our IT Tech
Contacts within Projects
wondering is client information like Client Name, Contacts, Address, Email, Phone is listed or stored somewhere / somehow on Projects. as our "projects" are for clients. Something similar to Harvest. Thank you!
Difficulty with Zoho Projects and Hours
Hello, I am brand new to Zoho Projects and evaluating to see if a fit for my company. We deal in Projects that have many small Tasks that are completed within minutes or hours. Due to the amount of detail of each Project and the number of Projects we engage in at one time, using Templates is absolutely necessary otherwise the time to manually setup a Project and its details would outweigh any efficiency gain benefit from using this application in the first place. Projects for us act as a to-do
Auto Calculation in Projects
Hi There, I am new to Zoho Projects and am currently setting up project templates. My query is: I would like to set a start date and an end date to a project with the task dates automatically calculated between. Is this possible? Our projects can quite often have start/end dates altered and I would like the tasks to automatically re-calculate to the new dates. Thank you.
Reporting on tasks and bugs
Does anyone have a way to produce a report that shows all tasks and their associated bugs in one report view?
zoho projects
I am interested in using ZoHo Projects. I created a portal yesterday but was not offered a trial option with some of the paid features? Is it possible to get a trial? Thanks
Creating tasks without an owner
It'd be very useful to have the additional two options available for task ownership, when creating a new task: 1: The option to set a 'default owner' for all tasks. Especially useful for small business where all/the majority of tasks are for one person 2: The option to set the 'owner' as a required field when creating a task. This saves there being unassigned tasks. Currently, it's too easy to create a task that doesn't have an owner, and it's those tasks that can easily get lost, so a way to force
Is anyone using Zoho Projects Timer?
Two features that I need in order to use the timer are 1) Ability to change field values before the timer saves the record * Fields like Notes, Billable and even Task and Project 2) Have start and end time fields filled in when timer is stopped. * Currently it records the total time in the hours field and the Notes field shows from and to time. I am curious if anyone uses the timer and if not what else do you use? Regards, Glenn
Create Project Automatically??
I'm a new user and I've been tasked with creating automated workflows. I have Z-One and am using Projects to make my task lists. Here's what I need: Someone completes a webform on site (either using our native Zoho forms, or Gravity Forms on site) and it creates a new project based on their First & Last Name, and then triggers the "INTAKE" milestone, including all the associated tasks and subtasks. This way, my intake department can see their dashboard update with new projects (clients) and the associated
Attachments like in CRM
I like the Attachments feature in Zoho CRM on the left side of the screen in Related Lists. I use it to add URLs/links to Contacts, Leads, Accounts, Cases, etc. I find it very very useful. In Projects I don't find a similar feature. I see where I can attach docs, but am forced to add it to a folder for docs, spreadsheets, pdfs, etc. I don't understand why it is designed this way. It seems clunky and arbitrary. It also seems inconsistent with the other apps. Can anyone enlighten me??
Difference between Zoho Projects and Zoho Bugtracker
Hi, Just looking through the Zoho One suite and saw the option for Zoho Projects and Zoho Bugtracker. After inspection they look almost identical, could someone please explain if there is any difference as we wish to make sure we are managing our applications correctly. Thank you again for having a look.
No Start After or Duration in Project Template
I spent hours setting up a project just right and made a Project template from it. I open the template and there is nothing in the "Start After" or the Duration fields for any of the tasks. I have at least one other Project template that does have values in these fields. What am I doing wrong?
Task Description Open by Default
With the new layout the task description is collapsed by default. This is causing issues with our team missing important details that are included in the description. I think it would be ideal if the description was visible by default, or if this would be available as an option in the Setup screen.
How do you use Task Lists?
I'm new to Zoho Projects and I'm trying to figure out the best way to use Task Lists. I've noticed that sometimes tasks are shown grouped by their Task List and other times they are shown with no grouping. When do you decide to use a task list instead of sub tasks?
Can i allow login only by google apps?
hi We use google apps for email, and i want to allow portal users (and not client Users) to login only by google apps, and not their username and passwords. Please help
Attachments (URL links) in CRM Modules...planned for Reports ???
Hi One of the features I use extensively in the modules Zoho CRM is Attachments. I use it in the Leads, Contacts, Cases, Campaigns, Solutions. I use it heavily and really like it. I'm baffled that Zoho Reports doesn't have this feature. Or am I missing something? I am relatively new to Projects so maybe I'm not aware of it. Are there plans to add it? Or could you add it to the feature requests? Thanks
Filtering of Tasks/Subtasks
I have many tasks, in a task list, and those tasks have up to four levels of subtasks. Is there a way to show only "matching" tasks when filtering - not higher level (in the subtask hierachy)? What i'm seeing is that when i filter in the Classic View - it is showing me "ALL" of the higher level tasks even when those don't match my filter, if one lower level task "DOES" match my filter. Due to the number of tasks in the hierachy, it's as if there is still no filter applied - even though there obviously
ADMINITRATIONS FOR DIFFERENT GROUPS
I have created separate GROUPS for different Departments in my company and each Group has an administrator. We don't need/want to see each others Projects and it needs to be that way because they need Admins rights to manage their projects. It would be nice to be able to customize the Admins roles to have just visibility of their Groups.
Zoho Projects Calendar to iOS Sync Time Zone
I am subscribing to my iOS device calendar using Zoho projects, but the time zone on my device is off 1 hour from the Projects calendar. We are in an area of the US with Daylight Savings Time and think this may be the issue. Projects is set to EST and device is as well. Any ideas?
How to changes project owner using ZohoProject API'S
Hi Team, We are using Zoho Project API to create/Update projects, when we are triying to change project owner for the existing projects its throwing this error {"error":{"code":6401,"message":"Unauthorized Access"}}. Please let me know how do i change project owner for the existing project using API's We are using Token of current project owner. Sample Post URL - https://projectsapi.zoho.com/restapi/portal/ComapnayName/projects/37792400000000/?authtoken=0023djskdfff&name=test66&strict_project=1&status=active&UDF_CHAR1=Fixed
Zoho One Projects.
We have Zoho one and projects. What is the limit of number of projects you can create?
Task filter
Hi Zoho team, Have any way to show all activity/task of one member in a time frame? Like all the task that one member do in a week. Thanks.
Can't add the Portal Users in Zoho Projects
Hi Viewers, we are using the Enterprise Plan Trial version in Zoho Projects ,in this we can't add the Portal Users. So please provide some idea about to adding the Portal Users into the Zoho Projects. Thank You
View all tasks across all projects
I am trying out Zoho One. I manage a small team of developers, we are all working on multiple projects. The first thing I looked at was Projects and Tasks. I have created a few tasks in a project. But where can I see All Tasks I have? Independent of project. I may have several tasks across multiple projects to do today for example. Where is my today view, and all task view? I would like to order tasks on priority and they may tasks for multiple projects. But I can only see tasks in a per project
Agile features
We are testing Zoho projects as one of the alternative approaches for agile IT product development. However we are unable to find a list of features that we see as important. Is it possible to: 1) Specify task duration without setting start date? We first define our tasks and then we select which to attack in every code sprint, we do not have predefined start/end dates. 2) Add a longer description of a task (in addition to a short title) or only comments are allowed? 3) Create user stories or otherwise
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