Importing Project template from another organisation
Hi, For one organisation I need to copy a Project template I built for another organisation. The current template uses about 20 fields for the project details, a list of about 50 tasks, and a set of 4 tabs. There are 2 automations also linked to new projects
What information is rolled up to milestones?
Hello, I have a question about the roll up feature. I understand from the knowledge base that most information should roll up from sub tasks to tasks, from tasks to task lists and then from task lists to milestones. Data like the task duration, the start
How do I delete a Portal in Projects?
How do I delete a Portal in Projects?
Set specific date on recurring tasks
Hi, I'd just like to know if it is possible to set specific date for recurring tasks ona premium account. Your prompt response on this would be highly appreciated. Thanks!
Working with Merged Fields (Sorting and Adding Fields not present)
Hello, I'm working on a couple of issues. Firstly, I created a table that uses a group merge field and merge fields. This works with the exception that the tasks are not in order according to their actual order :) I've provided a snippet of how it's ordered
Can't see team folder to associate with project
Hello, I want to associate a folder in WorkDrive Team Folders (a subfolder in fact) with a project, but when I click on associate workdrive folder, I don't see anything at all. I've tried the following: I followed the workdrive integration article, but
Types of Zoho Projects Users
When managing your Zoho Projects Subsription to add "users", there are 5 options: Additional Users Client Users Add-On Support Add-on Readonly Users Add-On Resources Add-On No where that I have found clearly describes the differences between these 5 types
Zoho Projects App Inaccessible for Over 5 Days
For over five days, I have been unable to access the application, and despite reaching out to Zoho support, the problem remains unresolved. Ticket ## 107098157 ## This situation has significantly impacted my productivity, as I rely on the app for managing
How to improve the translation of supported languages?
Hello, some of the translated words or phrases are incorrect or do not make sense in context, in particular I am referring to Zoho Projects in Spanish. Is it possible to access the files that map the translation in order to adapt it locally? Thanks in
Gantt Chart Colors
Hi, my team really would like to stick with Zoho Projects but one of the simplest yet more annoying functions that should be able to be selected by a project team or individual are the gantt chart colors (legend). Right now, the colors are blue shades for tasks and orange shades for subtasks. My team leads really want to have these changed to their specifications since it's hard to determine things at a glance. When can this feature be available?
Disable Project Data Export
Is there a way to disable a user's or group's ability to export project data? I want to prevent users from exporting project data at all. It looks like you can prevent users from exporting analytics reports data, but when I look in the projects module
Zoho Project - Report showing 24h avability
Hello, I'm trying to standardize how our projects works and working with defining the workload but some some reason all of my staff seems to be available 24/7 and i absolutely can't find the option to change this. Where would that option be?
Requirements using Zoho Projects
Is there a seperate Zoho application for Requirements (Requirements Repository) or a way to use Zoho Projects to store, track and organize software requirements
ZohoProjects - Date format
We are a global consulting company with offices in the UK and US. As such, there are different requirements for date format dependent upon location. ZohoProjects only allows a single date format across all projects. Is it possible to have the date format
How to print a project plan?
I am often asked to provide a project plan by customers, which I would like to be able to print to a PDF. How do you all print out a project plan with the task lists and tasks? Export to Excel is not useful. It seems in the past there was something rudimentary
Can We Remove 'API capacity limit of 100 calls' for ZOHO Projects ?
We want to remove 'API capacity limit of 100 calls'. This is what's leading us to have to wait to mass delete/add new projects. But there are no resources helping us in the process if this can be done, Please guide me at your earliest convenience.
Blueprint transition buttons in list view
We could save a lot of time by being able to trigger transitions directly on a list view rather than opening a task only. When we have a lot of tasks, I'd like to see buttons here. For example, you could view the available buttons by hovering over the
Add seconds to projects timesheet
When timelog in seconds is added to via API, the timelog often return error because the start time and end time are the same in such instances. That is, the start time and end time passed as params are in hh:mm and as a result the timelog reads 00:00.
Problem accessing zoho Project with Loading page
Hi, We seem to have a problem getting to load zoho project portal recently. It keep showing a 'Loading' message and it takes extremely long. (Tried: Google Chrome, Edge and Firefox browsers) Is there a problem across the other client or just happen in MY server? Looking forward some reply from zoho support. Thank you.
Variable rate per hours?
Variable rate per hours? We are using the following billing method for our projects: Based on Staff Hours. The reason is simple we have many users, and they all have a different rate per hour cost to the customer and, they all have a different cost for
Is there no page for the list of the Task-List Templates?
I DO NOT MEAN WITHIN A SPECIFIC PROJECT. I am looking for a general main page where I can add/edit/delete task template lists. Where do they save to after I create them? I can view all projects on the project page, and all tasks on the task page. So where
When is Workdrive Team folder created for a Project?
We have Workdrive integrated with Zoho Projects and would like to know when is a Workdrive Team Folder created for a Zoho Project. Is this automatically created when a new project is created?
Zoho CRM to Projects Mapping
Hello, I tried to map my Zoho CRM fields to my Zoho Projects Project. I don't have the ability to create fields in Zoho Projects, so the Client and Account don't show up in my Zoho Project. Is there a workaround? The forums from Zoho said these should
You have reached the maximum limit in your current plan.
We didn´t receive any warning about reaching the maximum limit in your current plan. How can it be possible? Just change suddenly and we can´t add client users anymore. Client users are different from portal users. How can we fix that?
Allow us to not hide the task list when its tasks are closed
Provide the flexibility to us by giving us the option to hide or not-hide per-project basis the Task List. Some of us are still adding tasks mid-project, so when the tasks under a task list are done it's just gone. Using the custom views to show closed
Pin task list so that it doesn't disappear when all tasks are closed.
It would be excellent if there was an ability to pin a task list so that it would remain visible even if all of the tasks in that list had been completed. We frequently have a list of tasks that gets wrapped up, but then we need to add new tasks back
Predecessors/Successors - How to add without specifying dependancy type
I want to add a predecessor without having to specify a specific type (SF/SS/FF/SF) This has obviously been done before in my system, but i am unable to replicate as every value I add automatically saves with SF at the end. How can I add values like I
How to prioritize across multiple projects?
Is there way that I can have a task list that contains tasks from other projects? I am trying to prioritize my tasks but I have them in multiple projects.
Allow time to be entered and saved without it being "submitted"
Professional consulting/accounting firms typically are able to enter time without submitting it (similar to Zoho People). This would be very helpful to include in Zoho Projects. For example, we submit our time every week. Time can be entered and reviewed
"Reports" section should be renamed on "Charts"
The "Reports" section of Zoho Projects seems to really be high level charts. Please consider renaming it "Charts". Zoho Projects doesn't seem to have any built in reports that I have seen.
How to find Workdrive folder associated with or assigned to a Zoho Project
Hello, For example, let's assume that the project name is TestProject, how do I get the Workdrive folder associated with or assigned to a Project in Zoho Projects? I only have project name, and I need the Workdrive Team folder ID. So, is there an API
Add ability to save without "submitting" time
Professional consulting/accounting firms typically are able to enter time without submitting it (similar to Zoho People). This would be very helpful to include in Zoho Projects. For example, we submit our time every week. Time can be entered and reviewed
How can I Associate a Project with Account when a new project is created from API
We are creating project on zoho projects by making API call. How can we attach CRM Account to that newly created projects.
Changing duration of task when adding more resource
Hi, We have a list of tasks within a Project that we want to put an estimate against relating to how long it should take to complete. We don't do this at a very granular level so the smallest amount of time we need to track is normally half a day. This
Sort projects by last date updated?
Is there a way to sort projects by the last updated date? (not by task, or task list, and not by the Gannt view -- its too busy) We just want to see in a fast "big picture" way the projects that are not updating tasks, or listing task, or completing tasks. Like a list of the projects, and the last updated date Thank you, -Athena
Where is the Trash in Project?
I trashed a template (today) & want to restore it - but I CAN NOT find the trash! I got a message saying I could restore the template within 30 days, so it should be somewhere. Please help!
Creating departments and sub-units under each department
Do we have any option in Zoho Projects to create multiple departments and sub-units under each department and access control enabled for each department and unit. Currently we are not able to maintain projects across different departments independen
Zoho Project Defaults
When I mark a Task to Closed, it disappears from the list. We still want to see all the task list and see what is completed. Is there a way to have the Closed. Is there a way to show Closed tasks? Is there a way to change the Status defaults? Also, when
Cannot see Milestones or Phases in Projects
We are on Zoho One. I am in Projects and entering Tasks, but cannot see Milestones or Phases in the tab or anywhere to add them. Anyone know how to set this up?
Tip: How to print the Gantt View
Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
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