Zoho Project: Update on program level tracking?
I saw a post from about 10 years ago about the ability to track Programs in Zoho Projects. Has anyone found a way of managing associated projects as a program?
Rollup not working in projects created with a Project Template
Hi per your instructions Roll Up Using Gantt Chart | Online Help | Zoho Projects I should be able to roll up the dates for subtasks- tasks-milestones But when I create a project using a project Template I've created, and I enable the roll up function
What is the field "Completion Time" for ?
There is a field in my project detail page called "completion time" but it's a single date field. When I try to edit the layout the field is not there for me to remove/hide/rename What is the intended use for this field ? How does it differ from End Date
How to best automate project task export to Excel?
Hi all, We are B2B SaaS company using Zoho projects for implementations. To communicate with clients we use excel, powerpoint and thinkcell. I would like to automate the export from the zoho project to Excel. What is the best way to automate this export?
Showing employee skill sets
Hi, We're new to Zoho projects and quite liking it so far. I was wondering if theres a way to include a users skills somewhere in their profile, such that when you go to "Users" in a project, you can see who they are and what they do (I.e. devloper, Python, Drupal, ETC). Thanks! Mike
How to configure subtasks to automatically assign to the same Owner of the parent task?
I'm trying to understand how to get newly created subtasks to automatically assign to the same owner of the task (parent task) in Zoho Projects. Can you please advise?
Keeping Project Notes permanently
I have been using "Feed" to keep our project notes as it is very easy to use and access all projects in one place. Recently found out that Zoho does not keep this feed consistently over all projects. Some of the feed is kept in Activity Stream, some not at all. I need an easy to use space to keep each entry of notes I place with a project. Zoho Notebook is not an answer as far as I can tell because it is not project specific. Creating a document has too many steps for the 85 projects I keep
Need Help Regarding Workflow Error In Zoho Projects (Tasks Workflow)
Hi, I hope this email finds you well. I am facing an issue regarding triggering zoho projects (task workflow). Starting with a macro rule I am putting data in a custom field named created task. The value will be "yes" whenever the macro rule is triggered.
Where to find Tasks and Milestones of an archived Project
Where can I find and export the Tasks and Milestones of an archived project? When I attempt to export archived projects, the associated tasks are not included, and only the number of open and closed milestones is displayed. Additionally, exporting tasks
Portal Owner Notified of all Activity
I'm the Zoho Projects portal owner for our company. It seems that, by default, I am made a user on every project, which means I am being notified of nearly every post that is made. Is there a way that I can remove myself from projects that i'm not associated with?
Resource Allocation Planning
Hi Zoho team, Is there a way of planning future allocation for resources? i.e. I want to "book" my engineers availability for a future project that doesn't even exist as a project. Regards
Control over tasks tabs
Hi, I suggest adding visibility control for task tabs. The ideal, in my opinion, would be to consider it within the user profiles but, if that is not possible (I don't see why it wouldn't be), it could be at task or project level. Thanks in advance!
Export Gantt For Presentations
I cannot seem to figure out how to export a Gantt Chart from Zoho Projects in a format that produces reazonabl visibility of the timeline and also makes it the correct size for a powerpoint presentation. Can somebody point me in the direction of how to
Kanban view for tasks in the next seven days/14 days
I have used Any.do until now and there is a very convenient and useful feature for planning and clarity, the option to display the tasks in a kanban layout according to the next 7 days, so that each section is a day of the week dynamically, that is, the
Code Request to Update Task Dates On Changes to Subtask Dates
I would like to create a snippet of Deluge that executes when Start or Due Date is changed on a Task... Basically this... and vice versa for End Date.. if the Subtask dates are changed to extend beyond the Parent Task Dates, automatically update the Parent
I cannot create groups in Projects
Please help ASAP. How do I add groups to projects as this shows: https://help.zoho.com/portal/en/kb/projects/projects/project-operations/articles/project-groups#Create_a_project_group If it is a specific level of authority in Zoho One, what status is
Is there a way to add a text field to the task overview of a project or a task list?
When performing their tasks, task owner often times need some extra info to complete it. For example: the task (from a template) can be: "add new sku to overview"; however, this person needs to know what the new sku is. I'm aware that you can add text
Simply export / import tasks in a project
Hi, Given a Zoho project, I have exported all its tasks into a .xls or a .csv file. Then in order to correctly import my tasks into my project back, I need to : - edit the exported file to remove its header information (or the import tool won't find any columns, except one for the project name) - indicate to the import tool, within the file which column stands for each task information (task name -> task, % -> % complete ...) I don't understand why I have to edit an exported file Zoho created, in
Zoho Projects Client Portal Login
How can I customize the login page for a client portal? I have the client portal for zoho projects set up as a subdomain on my website. As of now, when a clients see the zoho projects sign in page. Nothing about the login page lets the clients know they
Is there a way to see current backlog by resource?
I'm trying to understand the "Resource Utilization" view. The view overstates the work allocated for all tasks that are progressed, but not complete. Even tasks that are 90% complete show all the original hours remain in the resource's workload. Perhaps
How do we notify project members of comments on task lists?
So I've just added a comment on a task list and can't see anywhere how to notify anyone of it... How can we notify members by email of the comment? If this isn't possible, one asks what the hell is the point of adding a comment as I will literally have
Projects Automation No Longer Works
Hello, I had an automation in Zoho Projects set up as follows: 1. When a Project is updated (Status) 2. Criteria: Status Is Invoiced Update Field Project Type: Archive This was working in the past but suddenly it no longer works. Please advise Thank you,
Create a Duplicate Task from 1 Project to Another
Hi, is there a way to create a duplicate task from Project A to Project B with the use of automations?
How to see which tasks have been synced with Zoho Sprints
In the old style Zoho Projects in front of every tasks there was a small icon if it was synced with Zoho Sprints. Now either this icon is gone or somehow we turned it off. Do you know how we can turn it so we can see in the task list (without opening
Project name field permission
Hi! I suggest adding field level permissions for the Project name. Our use case is that users should not change the Project name (even if he/she is the owner), as it is set during project creation (by a script) and should not be modified. Thanks!
Display tasks linked to an issue for client users
When I open an Issue, I can see links to other pages, such as Comments, Attachments, Resolution, Status Timeline. A client user seems to see only these four links. A regular user can see more, such as LInk Issue, Tasks, and Activity Stream. I want to
Project folders permissions
It is possible to set different permissions for project folders for different users? For example, I have in Project A folders X, Y and Z. User John can access the 3 folders, and user Mark can access only folder X.
Timesheet not showing archived projects
Once I archive a project, I cannot see the time entries on timesheets. Is this correct or is there a workaround? I do not wish to leave all projects open just so I can see staff time. Bruce Letterle Creative Web Technologies
Default Work Hours
Hello, How can we change the default settings in Zoho Projects to never default the Work Hours when creating a task? The default seems to be Hours Per Work Day (9) * # of Days. Clearly the work effort is very different from the duration - for example, we may have a task that takes 4 hours but needs to be done over the next 5 business days. If the user entering the task forgets to change the Work Hours, then it will default to 45 hours, which then makes our resource utilization reports wildly inaccurate.
Projects Health Status
I need to automate the Project Health Status in Zoho Projects to display as Red, Green, or Amber based on specific criteria. How can I achieve this?
how can I delete completed tasks?
Occasionally I am using ZProjects as a simple to-do list manager for my personal tasks. From time to time I'd like to delete my completed tasks in this project to unclutter my todo list and for reasons of data privacy. How can I achieve that? When I go
efficient way to assign work hours to owners across tasks?
I typically scope my projects by listing out tasks and estimating how many hours my team will spend on each task (see below). Is there a view that's similar to this or a way to quickly plug in work hours across tasks when they are shared by multiple
Export Project Tasks to Spreadsheets
Can you export project tasks to a csv or excel or zoho sheet format? Thanks, Barry rossros
Task Template Custom Field
Hi all, is there any way to add a custom field to a task template? In my task template I only see basic fields, task name, description, start date, and duration, and I haven't been able to find a way to add anything else. Thank you!
how to make multiple portals for my sub-brands?
Hello, as example: I have main Brand called X and sub brands called Y , Z, in my portals i can see only X. the question is: How i can add portals for Y and Z so i can manage all my brands from one place. thanks in advance
Timesheet API: Adding time log using start date & end date
Hello, The Timesheet API does not currently provide the ability to add time logs using the start time and end time input. Proposed idea/Request Please, add the option to set the start time and end time instead of just the hour field API.
Work Hours by Project
Hi, I see the work hours are global rather than by project. The trouble is, sometimes we authorize overtime or weekend work for a "rush" project, or if we are just needing to catch up. How difficult would it be to make the work hours specific to a project, or maybe defaulted from the global work hours, but be editable by project?
Project template Zoho execution
Hello guys, Is there a Zoho Project template for the execution of all Zoho apps for clients? From changing DNS records to connect Zoho and send from Zoho all the way to the most complicated apps to implement when the client has grown exponentially? Thank
time tracking with automated screenshots
Check outhow hubstaff is taking screen shots while recording time spent ... any plans to implement something like that directly in zoho time tracker
How do I move a task to a different task list automatically by setting a rule?
I've a Task list A1 which has a set of Tasks, When i'm moving these tasks to let say the column (Dev Complete - Which is an 'open' task) i want them move automatically to Task list A2 column (Staging Open).
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