Documents synchronization
Hi, Does anyone knows of a way to synchronize the files that are stored in a ZOHO Project to a device such as a computer. Anything like sftp, CVS, or the ZOHO Docs desktop app, or anything else that is convenient or working with tens of files organized in sub-folders? Thanks. Best regards.
task layouts on a task list basis (instead of per project)
task layouts are amazing. the ability to add custom fields, and have them available on iOS, and also have the ability to bulk change the custom fields is great. our issue is that we need to have different task layouts for different types of task lists. it would be great if we could adjust the task layout on the fly on a per task list basis. this would tremendously help our work flows. current if we do it project wide, then having a default value hurts us instead of helps us. we would only want a
Attach google doc
How do i sync/attach a google doc to zoho projects? Every time i do it, it wants to "upload" the doc and put it into zoho drive. That is absolutely not what I want. Let's face it: Zoho docs is terrible. Google is way ahead, and I want to use GOOGLE DOCS, not zoho!! ALl i want is a reference to my GOOGLE drive. Yet zoho insists on inserting itself into the equation. This makes it a very frustrating experience. All our stuff is in google drive. I want it to remain there. Why is zoho fighting us on
Quote display
For information, the simple quote ' is replaced by this code here in Zoho Projects :
Ask the Experts: 5-hour knowledge exchange marathon on 'Task Dependencies' in Zoho Projects.
Hey folks! The Ask the Experts initiative for this month focuses on issues that frequent the support desk and hence demand expert advice. This session is around 'Task Dependencies" as it has invited many a query on the forums on topics such as: 1. How to set dependencies for unscheduled tasks? 2. Can I set task dependency in task templates? 3. What are the dependency types supported by Zoho Projects? Task dependencies help in linking tasks that depend on a sequence. While the Finish to Start dependency
Cannot submit a request assistance
When I click on the email icon to Submit a Request, it's just empty :
Date filter
how the date filter works? I'm from Chile and my English is bad. they have support for spanish Thanks
bulk edit on task layout custom fields doesnt work
bulk editing a set of tasks works fine when you are bulk editing the status of the tasks, but it does NOT work when you are bulk editing one of the custom fields.
Access /portals/ API via OAuth2 authentication
I'm trying to use the /portals/ API to fetch the list of portals that I have access to. I'm using the following API call:- curl -X GET \ https://projectsapi.zoho.com/restapi/portals/ \ -H 'authorization: Bearer <my-access-token>' \ -H 'cache-control: no-cache' \ -H 'content-type: application/json' \ However, I'm getting :- { "error": { "code": 6500, "message": "General Error" } } Any pointers on what I need to correct?
Gamescope for freelance, one person / one player
Hello, I discover Gamescope and I'd like to create trophies and badges as milestone for myself I'm freelance and work alone, but create a "game" requires 2 players minimum ... Does this mean I cannot get any points when I finish a task ? Thanks in advance for your help Kind regards
Text overlap in menu for French version
For information :
How to create 'Cost Plan' and to view the 'Actual Costs versus Planned Costs'?
Dear All, One of our prospects need to define 'Hourly Rates' for each of their resources ( Users ) ( That is OK in Zoho Projects ) Question 1 They need to create a 'Project Plan' creating tasks setting duration and allocating resources to these tasks. After this they need to see the 'Planned Cost' of the project. That is a simple mathematics. Please check table below. Our prospect needs to see a calculation for the 'Planned Cost' total of the project. They will use this 'Cost Simulation' to plan,
Enhanced dependencies
Hello, For most simple projects the dependencies in Projects works well. A task takes longer/shorter then planned and impacts all subsequent tasks Answering what-if scenarios, like adding additional resources or if there is a project delay Projects can accommodate the above. However, most of our project schedules can get complex and that is where Projects dependencies falls short in a couple of areas. Ability to add a lag time to the dependency so that it is tied to the completion date of the
Custom Fields in Zoho Projects
We are pleased to announce the launch of the much awaited Custom Fields in Zoho Projects. This is one among the first few significant launches for Zoho Projects for this quarter. Custom fields basically, lets you add data specific to your business needs in online project management. Say, you are in Häagen-Dazs and you are about to place your order in a few minutes. Your favorite Belgian chocolate has gone out of stock and you are a little upset about it. What would you do next?! In no time, you
Zoho Projects 2017- Year in Review
2017 was incredibly amazing for Zoho Projects! As we’ve jumped into 2018 on the double, here is a recap of all that’s happened the past year. Check out our what’s new to know more about the features we’ve rolled out in 2017. It was quite a year! Thanks for being a part of Zoho Projects 2017! We’re expecting more features to come out this 2018. Be a part of awesome things that are yet to come!
Zoho Projects "What's new" page RSS Feeed
Hi, it could be nice to have a RSS feed for your "What's new" page (https://www.zoho.com/projects/whats-new.html). That way we could be kept updated without checking constantly that page.
What notifications and emails do clients receive automatically?
I'm doing work for a client's client. Primary client doesn't want secondary client to have any info until completion. This morning primary client emails saying "don't send other guy any docs." Secondary client emails asking about 7 files that were sent to him. I DID NOT send anything to secondary client. So my question is this: what in the ever loving universe did Projects send to the secondary client!? This is a rather large issue because these are brand new clients and I'm not impressing them
Global notification
Hello, I have some trouble with my colleague with notification and I can not find an answer in the settings or in your forum. We have some common projects et we need both to receive all activities. Nevertheless, when I post a message in the forum, she receive a mail. But when the client or I send a comment in this same forum, she does not receive it. Only the creator of the forum receive it. How can we receive all activities of the project ? Thank you in advance, Edouard Voituriez
Sort View by Client alphabetically
Hi, It would be a great help for us if we could sort the Projects > View by Client overview alphabetically (and maybe others as well!). Is there an option available to do this? Cheers, Jesse
Remove a dependency?
Hello! In the pop-up that shows task predecessors and successors the help says there is a link that can be clicked on to remove a dependency. How do you get that link? I don't see it at all for either a successor or a predecessory. Thanks!
Resource utilization: changing work hours per day changes the workload defined in the task
Hi, I planned my tasks adding fixed hours for each resource, let's say: John works 5 hours and Julia works 3 hours to complete a task. If I see that they are overallocated I thought to change the hours per day but WITHOUT changind the estimaged working hours. How can I fix ghe estimated hours? Estimated hours should change just in the task editing
Error occurs while publishing my site
Error occurs while publishing my site kindly resolve this issue http://healthy-cake-boxes.zohosites.com/
Dependency issue
I've suffered a lot with the depency setting with Zoho Projects. Here is the story: Our company needs to repeat several projects every month, so after creating a project and setting the dependency I've convert it into a template. But there's one thing doesn't fit the Zoho Projects dependency logic in our project which is: instead of one task begins right after the the task that depended on finished, some tasks should begin several days after the previous task is finished. So, after converting the
Dependency Issues
I've been spending a lot of time trying to get the Dependency feature to function correctly. Theoretically, any date depending on another should retain the time/date gap between the two, correct? I have around 100 different tasks in my project, and A)it's been extremely tedious to link dependencies between the lot, and B)once I had it set up, it didn't work. Instead of retaining the gaps between the linked dependencies, it bunched them all together, end to end. You'll have to pardon my ignorance
Task completion notification
Right now, there's an option to send an email notification when a new task is assigned, but I can't find an option to send a task-completion notification to the person who created the task or the milestone owner. Am I just missing something? Without that feature, it's very difficult to manage projects completely within the zoho environment. The notification should say the task was completed and include any notes that have been added, so that we can keep all our project-related correspondence within
Setting Dependency, Best Practices
Is there a way to configure a Task so that the Start Date is automatically calculated based on the Duration and the Dependency? Right now I am manually calculating the start date based on the predecessors end date. There has to be an easier way. Please advise.
Dependency
Hello; I whant to know how can I do dependecy, not only Finish to start (FS), but Finish to finish (FF) or Start to start (SS). Is it Posible?
Tip #17: Task Dependencies in Project Templates
Tasks are the basic blocks of any projects. Their interdependencies drive the project and are a major factor in determining if the project stays on track. Setting dependency between tasks for every new project could be tedious. When you create templates for projects, you can also create dependencies between tasks and reuse them. Setting up dependencies for project templates is easy. In the Projects page, go to Templates and select your project template. Click on Tasks and select Dependency view.
Resource utilization: if period is month, the month name is missed!
Hi I set work time unit=work in hours and period=month. No way to see the name of the month so is terrible to move forward and backward. I would suggest to add the name of the month Thank you
Permission to users to edit or delete tasks and documents exist?
Permission to users to edit or delete tasks and documents exist? I saw a post on the forum about 2 months ago, where you say that the implementation of permissions has not been done in Zoho. The concern always falls on customers or external collaborators, because although there is a notification of change of tasks, it is necessary to restrict updates only for project managers. There is provision for release permissions, that is to say, it is something that you learn to develop in the future? I can
Adding new task to all existing tasks lists currently open
Looking to be able to add a new task to a task list template and have the option to automatically add it to all current tasks lists. Reason: We are a franchisor. My job is to help new franchises get open. We have a team of 5 departments that each have their set of tasks (marketing, legal, operations, administration, technology). Each department will have one to two task lists. The process is the same for each new opening. At any given time, we can have 10-15 new franchises in the opening process
One Click To Stop Timers (New Update Adds Unecessary Steps)
Hi there, I see that we got a new update to pause timers. However, the number of clicks to close a timer has increased. Before, you close a timer with one click. Now, you have to click and confirm that you are closing the timer. Is it possible to click once to stop timer? Otherwise, we are just adding unnecessary steps for tasks that are already set as billable or non-billable at the default project level. Thanks, Chad A
Need ability to create work flows in Projects
Would like to be able to create some automation / work flows in Projects like we can in Zoho CRM. We have a number of tasks that when completed, would create a task automatically.
Task reminders for Project Template
I can't seem to find the task-reminder setting within a project template. I'm creating many tasks in a template, and would also like to setup a default reminder for each task. If possible, how do I set it up? If not, what is the logical restriction in my approach? many thanks.
Export all the project descriptions
Hi, is there a way to export all the project descriptions into a single spreadsheet or document? Many thanks, Celia
Do invited users need to pay for Zoho Apps?
I run a small business and hire freelancers only when needed. I would love to use Zoho Projects to manage my projects. My questions is: If I create a Project in Zoho Projects and invite a freelancer to collaborate, will they need to pay a subscription for Zoho Projects even if they might only use it once on this particular project? In my case I can have jobs throughout the year each of which require me to hire different collaborators for each job. If I had to pay full price Zoho subscriptions for
Prioritising Bugs
I am trying to prioritise bugs for my engineers, but I can't find a way of re-ordering the bugs in priority order, except by fudging it with due dates which I don't want to do. I can reorder the bugs on the Kanban board, but this doesn't seem to be saved anywhere.
No 'notes-field' in ZOHO-Projects?
L.S. I am trying out ZOHO-Projects (so it is the free version) and I find that there is no field to add notes to tasks. Is that correct? Now I am using 'comments' to add notes. That couldn't be right, is it?
ONE DOCUMENT IN SEVERAL DOCUMENTS
Is it possible share documents for several projects? one document must be available in several projects
Circumventing the architectural structure of 'Projects'
Is there a way to circumvent the architectural and structural mold of ZOHO-Projects? With certain (small) projects the obligatory 'mile-stones' and 'tasklists' are sometimes cumbersome and unnecessary and it becomes a heavy task and a hassle just to set up the project. I find that the mile-stones and tasklists can even actually clutter up the transparency and oversight of a (small) project. According to the GTD (Getting Things Done) methodology a project is something that requires more than one action
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