Add users to all projects in a group
Is there a way to allow users to see all projects in a particular group? This would make things so much easier as we have lots of individual projects organised into groups. Certain users need access to all of the projects in a group, and assigning them individually is very slow. Thanks, Chris.
Stablish Dependecies in Zoho Project Template
Hello, I have created 1 project template, some task lists and on each task list, some tasks with its subtasks. All tasks and subtasks are configured with duration=0 and star tafter=0, this is a project template and at this moment I don´t want to setup this. This values will be introduced when I create the "real project" using the template. I am trying to setup dependencies in the project template, but it is impossible, always errors with dates. Where is the problem? Note.- I have attached a screen
User Groups
Is it possible to assign a task to groups? We have turnover and it would be way easier to create a project template with tasks assigned to a group so that someone is always assigned a task...
firewall issues
Hi one of our clients' firewall won't allow them to get onto zoho. Do you know a way around this? or alternatively, is there a way for our clients to download and view documents and posts via email (which they recieve). When they click the link it still takes them to docs.zoho.com and it is blocked by thier firewall. Thank you, alec
Bug Settings Missing
I want to disable notifications when filing bugs. I have learned that there is supposed to be a Bug Settings section under Bugs. I can't find it. Is this supposed to be a premium feature? Attached is the screenshot of what I'm seeing now.
Please confirm what is shift date
when raising a task or task list please confirm what the shift date represents?
Recent projects
Hi, Why is the bar of recent projects limited to only show the three most recent projects? It seems like there is plenty of room for many more projects. Would be nice if this field was more adapted to the screen width. Best Regards Johan
Reorder tasks update problem
When I click on a task list to go into the task list details view, I see all my tasks in a particular order. If I then click reorder, move some tasks around, then click save, it seems like all my sub tasks are displayed in reverse order. If I refresh the webpage, they will show up in the desired order.
Project within a Project - nesting
We have large implementations and have many projects that fall within projects. It would be great if we could figure out a file folder structure...For example: - Customer Implementations (Heading) - Customer A (Project) - Training (Project within a project) - Hardware (Project within a project) - Customer B (Project) - Integrations (project within a project) - Training (project within a project) Each project may have a different Team assigned.
Drag and drop in Gantt
Hi! When moving tasks around in the Gantt chart by using drag and drop you can either move a task in time or create a new dependency between two tasks. It seems like drag and drop works like this: Click-and hold on task. Drag it horizontally to move it in time. As soon as the mouse moves away (up or down) from the current task's row, the "mode" will change to "create dependency" (the dependency arrow will be shown). This last part is very inconvenient as there is no way go back to the "move task
Errors in display of projects in canban
Hi, I have changed the layout to "fit to screen" in settings/personal settings/themes in order to use more of my screen. If I don´t use it zoho will just display in 1/4 of the screen in the middle on retina or 4k displays which is pretty much the standard now. I guess "fit to screen" should be the standard setting all over zoho to avoid making it very small in the middle of the screen and useless. We need an efficient user interface in order to use the system. The user experience is one of our top
The timer in zoho projects kanban view is not working
Hi, We upgraded our zoho projects to get the canban ability and also added bug tracker, but the timer stopped working properly. This happens in the kanban view. All the time. When the tab is not active the timer stops. This does not happen in classic view, but we need a better user interface then that.
Join us at Zoholics 2015: Productivity and Collaboration
Hello Zoholics! We at Zoho know that improving productivity and collaboration among your employees is vital to the success of your business. We believe in this idea so strongly that we built an entire set of applications devoted to this! Zoho applications such as Mail, Docs, Projects, Connect, etc. all seamlessly integrate with one another, allowing for greater productivity and collaboration among your teams. Not only do we think businesses like yours
Zoho Timesheet Question
Im using Zoho for managing a support project.We receive daily tickets in an extrnal system and we replicate that ticket in ZOHO. My developer then works on that ticket daily and puts time (on a daily basis). He does that for multiple tickets on a daily basis. He puts his daily hours in Zoho timesheet. Is there way I can find out the total number of hours (across all dates) the developer has worked on a particular ticket in Zoho? Thanks
delete a portal user?
I recently deleted a portal user. Or at least I thought I did. I was still able to login on the portal as the user and they still had access to projects. How can this be? When I logged out and logged in again as the admin/portal owner, the user account had been restored. We have employees and/or clients come & go all the time and must be able to delete them without having to worry about them logging in. Thanks.
calender
i want to show only milestones in calender view can i do that?
How do tasks get a sequence number
I don't see any sequence numbers recorded for my tasks
customize columns and adding custom fields
Having the option to select what columns appear in the zoho project screens would be ideal. For example to see the customer name associated with the project...or project manager name, etc. And of course the option to add custom-fields is almost a requirement please!
Reporting over a project group
So I have the ability to group projects, which is nice. However, I cannot filter on project groups , which is exactly what I would like to do:
Get activity related item ID
To avoid high consumption of the API I thought about using the Feed the project to determine the data to be synchronized in my integration. But in the returned data, there is only the activity ID, there is no related item ID field. I can find this data through the activity ID?
Client User Responding to Forum Post
We have a client user who is responding to a forum post via e-mail. He clicks the button to reply, the correct e-mail address comes up, but the response is not making it into the project itself - not on the forum, nor anywhere else. He has encountered this issue multiple times now. Any thoughts on what he may be doing wrong, if anything? Thanks for your help!
Can't see closed Tasks in Project
So I've got a team using Zoho Projects and we can't seem to see the tasks that people complete. I change the filter to view closed tasks and I only see 1 task of my own that I completed when first testing out how the project software worked. I am the project owner and not being able to see what people who are part of the project are completing. It's really frustrating. Please let me know if I'm doing something wrong. Thanks! - Anthony
Custom field on timesheet
It would be great to be able to add a custom field on the timesheet. Is there a way to do this?
Any possibility to attach some web link?
Ciao, there's any possibility to attach some weblinks at the task or inside a project? I come from Teamwork and its a precious feature to have the opportunity to attach some link from the web. Thanks for your support. Franco
How to fix accidental subtask
If I accidentally dragged a task or somehow made a task a subtask of another task, how do I move it from a subtask to a task with no parent?
How many admin role can we have in Zoho Projects
Hi ! We began with the free Project Portal and created three users whom all have Admin role. Then, we switched to the paid version but then, the Admin role option disapeared in the dropdown when we create a new users. Is there a way to have more ??? Thank you !
Problems with one user
We use Zoho projects to manage a team of people both locally in our office, and with freelance workers across the country. It works great for everyone, except one freelancer, who routinely has a variety of problems. 1. She cannot tag anyone when creating a task. Once the task is created, if she then clicks to open the task, then tags someone, it usually (but not always) works. I'm having to go through unassigned tasks to see if anything is missing. 2. Sometimes tasks and their associated uploaded
I need to link several milestones to a task.
I just started using Zoho Project. I have a set list of milestones that go with each tast of the project. However, I cant seem to link the multiple milestone to the tasks. How do I do that?
Editing Task Templates
I cannot see how to edit or delete a Task Template. Steps to reproduce: 1. I create a Task List Template, in my screen capture I call it 'Zoho CRM Initiative' 2. I create four Task Templates under it, in my screen capture these are 'Needs Analysis' thru 'Scope Document' 3. I am able to Edit and Delete the Task List Template 'Zoho CRM Initiative' via a gear Icon to the left of the Task List Name 4. I am not able to Edit or Delete any of the 4 Task Templates under it - there is no gear Icon next to
delete attached files
I want to delete files attached on status by myself and other members,but I can't find where they are. So,I can't delete them. Where are they stored and deleted by users?
Email notifications not being received by employees
I have two employees setup and last week they didn't receive any notifications. One has a gmail account, the other one has a yahoo account. We've had this issue before where ti seems to come and go. What can we do to address this? And yes, they checked their junk mail folders and there was nothing there. Thanks for you help. aj
Users and roles
Ciao why don't update the opportunity to edit user info direclty from the administrator account? Quite often we have account as info@.... and we still keep info as a name and its impossible to reconize them. Also is important to set the role, especially inside a big project. Could you help us? Thanks Franco
Default project view
I would like to set the project view for all of the employees and contractors so that they do not have to filter in order to see all the task lists. I'm using the Kanban view and setting up task lists with "To Do", "In Progress", "Testing" and "Done" the idea is that New tasks get moved across the screen as they are worked on. The problem I have is that the default view is classic and We can not see the task lists if they do not have any open tasks in them unless we filter for closed tasks. I don't
Timesheet
I am reviewing my employees timesheet in the My Timesheet tab. What would cause his activity not to show in the timesheet? Is he not using the timer?
Timestamp or Unique ID for Chronological Timesheet Sorting
Hi there, I have created a demo project and then logged the tasks in order 1-24. If you notice, the sorting of the timesheet does not work properly between the different logging options (Timer/Log and Desktop/Mobile). It would be great if each task was ordered properly, perhaps using a time stamp or id for when the task was tracked/logged. This would also help when exporting the timesheet as right now tasks can not be sorted because their is no field in the excel sheet to sort by (a timestamp or
Integration with Outlook 365
Is there any implementation documentation for Zoho Projects with Outlook 365? I'd like to have the feature that Gmail has, where when an email is sent to Outlook 365 there is an option to add task to Zoho Projects.
Have you moved to REST API?
Dear API Users, The Documentation of our Rest API is available here . All future development will be done to this version. We are deprecating the older API today. Its documentation will no longer be available and we will also be stopping the calls to this API soon. Thanks, Prasanna
Client User Question
I have a client user who is a part of two separate projects. I cannot add him to the second project under a different company. How do I get around this so that he can be a part of both projects?
user rights within project
How are user rights controlled within a project. It seems that if you grant access to the project the user can do most anything. We don't want all users to be able to add & delete tasks and in some cases may not want them to be able to update status. Perhaps just follow & add comments. It would also be nice to know if there were ways to keep certain project documents hidden except to certain users.
Dropbox integration says account already exists
I am in projects. I go to documents. I go to dropbox. I click configure dropbox sync. the only option is configure new dropbox account. click that and a window opens asking for permission for the app to access it. agree and it says account already exists and only allows me to close.
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