How to set field permission for time logs
Hello, I just have created a new field within the time log window, but I can't find the way to set field permission for this field. See screen capture. Thank you.
Close task on Completion Date entry
This discussion is similar to my issue: "backdated-task-completion-date" discussion Scenario: A bunch of tasks have been completed. But, they have not been closed. Time goes by You finally get around to closing those tasks Projects assigns the date the
Newbie Question re moving a task to a different Milestone
Hi Team, I created a task, but I want to move it to a different milestone. I cannot seem to work out how to do that. Thanks Steve
Task name field permission
Hi! I suggest adding field level permissions for the task name. Our use case is that users should not change the task name (even if it is the owner), as it is set in the template and should be immutable. Thanks!
Planning non-staff costs
What is the intended method for planning non-staff costs such as travel disbursements etc.? I can link zoho projects to zoho expenses, but that only tracks expenses once they've occured. We have projects with significant travel costs that I need to plan
View all Tags
I swear there was a way to view all tags being used in every project rather than clicking on the dashboard of a certain project to view what tags are being used. The wiki (https://help.zoho.com/portal/en/kb/projects/settings-in-zoho-projects/portal-configuration/articles/tags-projects)
Remove Due Date Time
I'm trying to remove the time on the due dates. Is this possible? We don't need it to be an exact time. We have people getting labeled "late" for marking something complete at 8 pm instead of 5 pm. We don't care about time. Just needs to be done that
Silent Mode?
It would be nice to have a "silent mode" for project managers that would mute notifications to users when initially setting up a project or making many changes all at once. Is this possible?
Task view that allows me to edit the project details
Out team like to be able to create a Task View that also allows them to edit the Project Level Details. In the interest of minimizing clicks, it would be great to be able to see a task view (filterable by the task status) that would also display and allow
Set Reoccuring Tasks in a Project Template
Hi There I have two questions that relate to making tasks re-occuring. 1. Is it possible to set tasks as re-occurring in a project template? 2. Is it possible to check box more then one task at a time to make them re-occuring on a project? We have several customers with the same packages that we use a template for when setting up their project - to be able to have all the tasks already set to re-occur would be a time saver. It takes quite a long time to go into each task to make it re-occuring
How to generate report from project milestones
Dear Concerns, Regarding to Zoho Project, I currently use milestone to plan the key activities with expected revenue. I would like to generate report to see revenue forecast base on milestone date and revenue. please suggest how to create that report
Time Log User Restriction - preventing time logging on specific tasks by anyone
Hi, I've only recently discovered the "Time log user restriction" feature in Zoho projects, and it appears like it will solve some big problems for us, but it isn't quite working: If i restrict time logging to either "task and issue owners" or "associated
Setting up hierarchy at client company level
Hi, I'm struggling to get my head around what (IMHO) should be a really simple part of Zoho Projects, the ability to view things at a Client Company level. My employer regularly runs multiple, multi year projects for our clients and would need to see
Set Work Hours, Track Progress, and Manage Resources
Multi-tasking is the norm of the day and not all tasks are the same. Some tasks require more time and effort than others. But how do you set and track the time a resource spends on a task? Set Work Hours Zoho Projects lets you set work hours for individual tasks. Work is calculated based on your organization's business hours. • work hours per day - number of hours to be spent on a task each day
• work % per day - percentage of business hours allotted for the task in a day
How do I combine/merge two Zoho Projects into one project?
Hi, How do I combine/merge two Zoho projects into one project? Thanks, Jeff
Tasklist Templates - Dependencies
Is it possible to define dependencies in tasklist templates? I know it is possible to define dependencies in project templates, but is it possible on a tasklist template? We have projects which are build up of different tasklists and I can't create project templates for all of them as the variation is too large for that. But if we can do that on a tasklist template level, that would work. Thanks!
Recurring Milestones
We have monthly recurring services we offer, and I need to track our budgeted vs actual hours spent. I've found budget tracking via milestone hours very useful on our non-recurring projects or services offerings, and I would like to use the same feature
Shifting task successor when predecessor finishes early
How do you shift a successor task earlier if the predecessor task finishes earlier than it's due date? If I attempt this I get the following error message:
Hotel management software
Hi, I am looking for a hotel management software for my small business. i have come across your pre-built application and was wanting to know more about it.
Anyone use Zoho Projects for goals setting?
My manager is looking to reduce the number of tools he has to use to see everyone's scope of work. He's wondering if anyone has used Zoho Projects to track individual performance goals? I set up a 2024 Goals project with each person as a Milestone, and
Timesheet entries not showing for archived projects
Not sure if this is a bug or feature, but when we archive a project the timesheet entries no longer show. We like to keep our active projects list short so this is kind of annoying when viewing timesheets and a lot of the time logged doesn't show.
Create Web Tab for Zoho Tables?
Is this possible? I tried just copying the permalink to my Zoho Tables Base. But, that doesn't work.
how to update comment through api?
On http://www.zoho.com/projects/developers/forums-api.html there is no description of method to update comment. Is it possible to update comment and there is missing documentation on that page or there is no such functionality in API?
Zoho freezes in any broswer
Has anyone experience an issue with Zoho freezing the browser (IE, Chrome, Firefox) because of a script running? in IE I get the option to stop the script, but it just freezes again and I am not able to do anything. We are evaluating the product at the moment, so resolving this is curtail. Thank you
Ability to see Events in Resource Utilization charts
Events don't show up in Resource Utilization charts, such as Reports and Gantt Charts, Resource Utilization. So when scheduling resources, if someone is scheduled for an event it doesn't show up so it appears they are available when they are not. I think Events should show up on Resource Utilization, same as they do on Calendar.
Clients View of Project
Hello, I am trying to add an external Client to the project and give them view of all the tasks associated to it. Right now when they log in they dont see any tasks in the project but I have alot of tasks in there. Am I doing something wrong?
Addition of T-Day to Project Templates
It should be possible to set a project template to start at an undetermined date, "T Day". All tasks would be relative to T Day and the dependant tasks. For example: #1 Planning Meeting - T Day #2 Prepare plan from planning meeting notes - T Day #3 Prepare project plan - T Day + 1 #4 Review project plan draft - T Day + 2 #5 Send project plan to client - T Day + 2 Such a feature would make project templates much more flexible and usable. Currently the dates are all fixed upon entry. When the template
How does the currency field work?
I have this layout on Zoho Projects where i created a Flow to populate some fields from my CRM into the project. All fields are working great, but i encountered some difficuties with the Currency field... It apparently autoformats values inputed, so if
There is no link between Deals and Projects in Analytics
Hello there, I am trying to link Deals with Projects in a Pivot view on Zoho Analytics. However, there is no relationship, yet on CRM there is a relationship. As you can see below, there is no link between them: However, on CRM, if you go into a Deal,
How can I add a Client User without inviting them to our Portal?
I would like to add a Client User within Zoho Projects for the purpose of assigning tasks to them as part of a project. I'm developing a custom portal using Zoho Creator so I don't need/want to use the standard Zoho Projects Portal. I don't want to confuse
Changing the close date of tasks
If I'm inputting a project which has already started for completeness, how do I modify the actual close date of a task to reflect the date it actually closed. That is, when I close the tasks now it stamps it with the current date. Is there a way to override or modify the acutual close date of the project task. molligdj_udel
Remove documents tab from Task
I have set up the project dashboard to not show the documents link, because we are not storing files on Zoho. However, the documents tab still shows up within a task detail page. Can I remove this tab? It's causing confusion for my team.
How to Reorder Task Lists
Zoho support team, I know how to reorder tasks within a list but I would like to know how to reorder the task lists themselves. Any information provided would be of great assistance. Regards, John
Edit Documents from Within Tasks
Hello, I have attached a Zoho Sheet in one of my tasks. Can my co-workers edit this document by clicking on the file in the Task view (instead of going to Documents module)?
GANTT VIEW DURATIONS: Milestone, task list, task and subtasks
In the GANTT view, the durations are not automatically showing for the milestone, task lists, or tasks even though the child sub tasks have durations and have been set as successors. How do I get the durations to automatically show, without manually including
How to view closed tasks?
Yesterday I was working on a task in Zoho Projects - I finished the task so I clicked on it and selected “mark as complete”. The task then disappeared from the task list. However - now my client asked me to go back and do more work on that task. So I want to reopen it but can’t find it. It was not part of a Milestone or Task List. It was in the default “General” list. If I search for a keyword in the search box at the top of the page - it finds it - but I was wondering if there was a better way to
User access to folders within a project
Any way to restrict user access to specific folders of documents or must I create a new project to do so? Thanks.
Zoho Project Document Management
Where in the world does one go about managing all the the documents within Zoho Projects? I have been using Zoho Projects for about a year now. 45 projects later (some archived and some active) I now have a lot of documents that need clearing up. Because Zoho Projects is a beautiful piece of software, you would think finding the place to see the amount of storage used and mass delete files would be as easy to find and use as everything else in Zoho Projects. Is this not the case managing the admin
Percent Complete Shortcut
Can you add options to edit Percent Complete from the Gantt view? I have two ideas: Edit from the RMB context menu Make it editable from the Predecessor/Successor dialog box
Help - disassociating a project from a client company
I mistakenly associated a project to two companies and I just can't get rid of one of them. I've tried : removing via CRM interface removing via Zoho Projects > Settings > Manage Users > Client Users and ensuring that the project is unticked in All Projects/Working
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