Project Timeline Gantt only shows 3 years
When viewing current projects in the Project Timeline Gantt view, it only shows a date range of current year, plus one year before and after. (E.g. if today is in 2018, then the Project Timeline Gantt view will only show 2017, 2018 and 2019.) The problem is that any project with start or end date outside of this range (e.g. start before 1 Jan 2017 or end after 31 Dec 2019) will not be visible at all on the Project Timeline Gantt view. Even if the date range only shows 3 years, there is no good reason
Tip #32: Deleting a portal
We are back again with a new tip. As part of our GDPR compliance, we have included a delete portal option so that you can delete your portal anytime you wish to discontinue Zoho Projects. There are certain conditions to follow which need to be satisfied before you can delete a portal. This option is available only when, You have removed/deactivated all the users in the portal. You can delete a portal user in the portal settings. Your subscription has been downgraded to the Free plan. Learn more
Project Recovery in Zoho Invoice / Projects / Timesheets
When I create a project in Zoho Projects and all tasks are finalized, I can create an invoice directly from Zoho Projects. I find this bill in Zoho Invoice. But is it possible to find the project and the tasks created in Zoho Projects in the "timesheets" menu of Zoho Invoice? Thank you
Profiles and Roles
Zoho Projects has recently introduced Profiles and Roles that lets you define user access privileges and their role in the portal. Some projects require specific users to perform certain actions, while the others cannot work on it due to some restrictions or other privacy concerns. In this case, Profiles and Roles will help you sail smooth. How to set up Profiles and Roles? Take more control using Profiles and Roles With more customizing options available, you can set up multiple user roles such
Get task - owner_work and work_type fields missing
Some fields which are requested during Task Creation are not sent back when we fetch task details via the API. The API I tried : https://projectsapi.zoho.com/restapi/portal/???/projects/???/tasks/???/ Following fields are not available while fetching a particular task over API. owner_work work_type This should be simple to add to the API as the data is already there right? Can Zoho developers please look into it? Or is the owner_work data available in any other API? I tried to check the API docs
task completed notification doesnt work well
when one of our techs completes a task, we get a notification that says: "Task.Completed.s" seems like a programming bug? additionally when we click on the notification, it doesnt allow us to click through to the actual task. see attached screenshots.
Custom User Roles
It'd be helpful if I could create custom user roles, as I'm trying to set Zoho Projects with a non-profit group. Simply being able to rename the roles would work as well. Flagging people as "manager"s and "employee"s isn't really an option for me. Thanks! cbratcher
Please add issues/bugs to calendar sync
Issues/bugs show up on Zoho Project calendar, but do not sync to either Zoho calendar or Google calendar. It's a little frustrating because every time I try to come up with a workaround for the fact that Zoho has not yet integrated CRM and Projects calendars (not to mention tasks) across applications, so we can have one integrated view, something stops me :-). We just want an integrated calendar view so employees are not monitoring multiple calendars. Real time project calendar sync is also a must
Project-based task statuses?
Hello! If I add individual task statuses, they will appear in ALL projects. Can you define custom task statuses for each project (or even for each task list)? Thanks, Mary
zoho calender
I have 2 questions here : 1.can we sync the calendar activities from zoho crm to zoho project and vice versa 2.Can we automate in Zoho project such that an event coming from crm calender comes up as task
Member roles
Hello. I may be missing this, but is there a method to change the name of the user roles in Project? ephcca
User Role
Is there a way that you can customize user roles to include titles that are specific to a respective company?
User Security/Access Levels
Hello, Is there a way to set user permissions/security levels in a more detailed way than just "manager" "contractor" "client" etc? If not, is there a plan to do so? Thank you Buck
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
Does sync with Google Tasks still exist?
Several different Zoho Documents state that project tasks can be synced with Google tasks, and it's advertised as a feature on your website here. We have Zoho Projects fully integrated with G Suite, but none of these Google tasks sync options show up. Nor do they show up for Zoho CRM which also says it has sync with Google tasks. Would someone from Zoho please advise is this feature still exists? I have also submitted a ticket on this issue. Thank You
Batch change dates
It would be very helpful to be able to batch change the dates for multiple tasks either within a project or in My Tasks. At the moment when a load of tasks due for the same day are set it takes time to go through and date set each one individually.
Expand/Collapse My Tasks list single button
It would be extremely helpful to be able to collapse or expand all tasks in Classic view in My Tasks by clicking just one button. This list doesn't load very well anyway and this would really help organise this list.
Holiday configuration window doesn't accept the Turkish vowel "ı"
You can type this character when entering a title for the holiday but when you re-enter the holiday list it's being replaced with a question mark.
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
No export bugs option for me
Hi Great system but there is no option to export all bugs from my project as described in the help section. Has this been removed or am I missing something?
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?
Cannot create project with ZohoOneEnterpriseTrial plan account
Hi, When I attempt to create a new project, the function to do so is ghosted and not clickable. Another user on the account had created a project. There was also a demo Project created by Zoho. After looking through some posts in here I found we can only have 1 project for the trial plan. So I deleted both projects but am still not able to create a new one. My user level is set to Admin. Any other ideas on how to fix? I've attached a pic of what I see in the Projects area.
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
Module geared more toward solopreneurs
I'd love to see Zoho roll out a projects module that's more for solopreneurs. I'm using Zoho Books now and would love to be able to move more of my applications under the Zoho umbrella. Unfortunately, Zoho CRM and Projects is just too unwieldy for me as a solopreneur. I'd love to see Zoho have something more like Dubsado or 17Hats. A key thing would be the ability to send emails / monitor email from within the app itself (as opposed to having to switch out to CRM). Zoho seems to be made for large
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?
How Do You Integrate Zoho CRM and Zoho Projects?
I'm trying to tie zoho projects in with existing customers and clients found in Zoho CRM. Thanks.
One Zoho Projects account, Two Zoho Books Accounts
Hi there, We are in the phase of transitioning from a proprietorship entity to a Private Limited entity. In this transition, we will need to keep both the accounts live since it is the middle of the financial year. However, the clients are not changing. Some clients will be a part of the proprietorship entity, and some a part of the new private limited entity. And so, we wish to connect two Professional Zoho Books accounts to one Zoho Projects account. Is this possible? If not, can your team 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 :)
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