Cannot add existing user to a Project (Portal vs Client users???)
I have 4 admin users registered to Zoho CRM. 3 of them come up as portal users and one comes up as a client user. When i try to add the client user to existing projects the request goes through but nothing happens. When i try to import user from CRM i get the same error. We did not have to set anything specific for the first 3 users to view the existing and new projects. The user which is having issues viewing the projects was also added the same way. Please help clarify what needs to be done
Adding tags to tasks
Is there any plan to add tags to tasks? I would find it very helpful to be able to add "at computer" or "phone" as a tag to a task, then to be able to search by these tags. This would allow me to only view the phone calls I needed to make when I'm in a good position to make a number of phone calls. This is one of the principles advocated by David Allen in his Getting Things Done system and I find it quite helpful. In the meantime I've created a number of users for myself called phone, at computer,
Sort Projects Alphabetically
Is there a way to alphabetically sort projects that appear in a list? For example, if I'm outside of a project and want to enter time, the Project menu dropdown lists project names in a seemingly random order. This is very frustrating when there are a large number of projects to sort through. Thanks.
Link tickets across multiple projects
Sometimes we have one resolution that would resolve open tickets across multiple projects. Is it possible to link across projects?
Copy Project to a Project Template
I have a project created (as I was only allowed to create 1 project in the demo system). Now that I have spent many hours creating that project and paid for the service, I want to copy it. How can I: a) copy it to another project OR b) copy it to a template. I hope that this can be done as I imagine EVERY one of your new project clients has the same problem.
Time Zones
Still wondering why the time zone for my project is listed as "America/New York" when the name of the time zone is "Eastern". When will this be changed?? Thanks. mamartin
How do I link a client submitted ticket to an internal ticket
Currently I have a project that represents our internal ticket queue (only viewable by our company). I would like to allow customers to submit tickets directly but I only want them to see their own tickets (no internal tickets or dialog). Is this possible and how? I did set up a public project for them and I see they can submit tickets but how can I link those to internal tickets so they are accessible in one project. If this is the wrong way to set this up please let me know. Thanks!
Feature Request: Create Task from Bug
When an end user reports an issue and that issue is actually a change, it would be extremely handy to be able to create a new project task from a "bug"
Access to Service Hooks
As an account owner and admin, I can see the service hooks tab within a project. However, one of our staff users, who has full admin privileges, is unable to see the Service Hooks tab. Am I missing a setting to allow this?
Portal Owner Deleted without changing ownership
We went through a corporate change in email address, and the original portal email is no longer used by the "owner". He had already created a new account, rather than changing the contact email on the original and then deleted the old account. We now have a portal with no ownership access. What options do we have?
Training for Zoho Project
Hello, Do you have suggest a training by someone of your corporation for people ? My boss and I would be happy if a French person could help us during a skype session. Is it possible ? Thanks a lot, Mathilde
Letters in Comment
When typing small i in comment it shows small l please Fix this Error
beginning of a project
Hello How can I define my beginning project ? Sincerly, Mathilde
Converting a Calender into PDF file
Hi Team, As we can convert Gantt chart into PDF format there is no provision to convert calender to PDF. Whenever we want to give updates to our client about his running project we can give him a PDF of calender. Clients are more comfortable with calender than gantt chart. I request you to raise the above issue with your developing/ product team. Thanks and Regards, Sagar
Where in Projects can I see the Account that is associated from CRM?
I have integrated CRM and Projects and I can create a Project from CRM and it appears in account page in the CRM. However if I am in Projects and look at my Project list or even the project detail, I can see no reference to the account to which it is associated. Am I missing something, or is this critical piece of information not displayed in Projects?
Feed disappeared
About one hour ago we noticed that the feed disappeared for us inside our Zoho Projects. Tasks, documents, and other thins are still there but no feed. We've tried Status, Announcements, and other things... no luck. Seems to be the case across all three projects.
what can a client user view versus a regular user?
We want to set up client users but are not quite sure what they can see within the project. Can they see tasks they are not assigned to? the forums? milestones? list of other users?
Subscribing to project calendar
Right now, the calendar ical link showing at the bottom of each calendar is the same for all projects and "My calendar". But that calendar spams me with all current tasks, which I do not want to see since I may have a large number of tasks at a given moment (I prefer to divide projects into the smallest tasks possible). There could be two solutions for this: Subscribing to the calendar of an specific project. For example, I have made a project where I put the holidays of my coworkers. I would like
Trying to understand integration of multiple zoho projects
Right now I have Zoho projects, freshbooks for invoicing and I use a google docs form for clients to submit tickets which I turn into a task via google app email add on. It isn't ideal, I am still being overwhelmed by emails and I hate having 3 places. I am looking ad ZOHO support and invoicing but from how it looks these are standalones? I wanted something like freshbooks, that has invoicing, project management and support all on one otherwise I am just using separate systems again and its too
target-actual comparison
Can I do planning the time per task and comparing it when the work is done with the real duration?
ZOHO Project template for CRM Implementation
Dear Forums Members We are starting to use ZOHO Projects. I tried to find a template for CRM and ERP deplyment to use with ZOHO project. I really dont find any! Does anybody know if there are ZOHO Projects templates available? Regards Ruben Abuin
Portal Move
We have two portals in our group. If a project is set up on the wrong portal, is it possible to transfer that project across to the other portal or do you have to start again, manually keying it.
Timesheets API Zoho Projects
What is the maximum amount of records to search API with the GET method , which the daily and monthly limit ? API Gets all the time logs in the given project. Thank you !
My Tasks section
Why when I fill a new task in my tasks section i can only see it in the "Feed" section and not in the task section?
Why the person that submits a bug is not allowed to change the bug's status?
As team members (testers) are reporting bugs and assign them to developers, the reporters should be able to confirm that the bug was fixed and close the bug. It seems that this is not possible though.
Project Overview
I'm new to projects and I can't see where the Project Overview is displayed? Is it possible to display the Overview on the project dashboard
Visual flow/Discrepancy Graph
Does ZOHO bug tracker have a discrepancy graph or some sort of visual way of displaying tickets that are connected to or blocking other tickets? Similar to Trac with its discrepancy graph. I need new hosting/software to track tickets and ZOHO has a handful of other options that I am looking fro on top of the bug tracker.
task and under tasks
Hello, I am a new registrer on zoho-project and I would like to know how to create a global task with a some tasks on it ? I don't know how to do. Thanks for your answers
New Gantt Features
I am not seeing the new features in the Gantt area...is there something I need to do? Help! Thanks! Tim
New Basecamp Import
I'm looking to import .html files from the new version of Basecamp. They no longer offer .xml export. Does anybody have a method to do this?
How do you add a new Project?
How do you add a new Project? I seem to have lost the button. Has it changed recently?
Can't see employee updates
I recently added a new employee to one of my projects, but I am not able to see any of the updates he is doing. He has sent me screenshots showing the work he's completed but no one else on the project can view it. Any suggestions? Thanks.
Can't accessthe database I started creating
So, maybe I am not smart enough to use this program. I created a database with all of the fields I needed. I then input three of my clients information into that created form. I made sure I could access this database and wrote down the steps from the home page to get to where I wanted to be.(yes, I did name the form). Now, no matter what I do, I cannot find those files anywhere. I think this system my be to complicated for my needs. I sign in and think there should be somewhere to access my created
Dependency View in Project Templates
I'm trying to set up some project templates but methinks there's a better way to set these up. The task dates in the project templates all need to have hard dates and there is no dependency view. Task dependency is most needed in these templates so we can have all dates and deadlines build off of one task (i.e. launch date... create account is 3 days after launch, qa is 2 weeks after launch) etc. As is we still have to go in and assign dates for every tasks when we use the project template! Another
PERT Diagram
Hello, Is PERT Diagrams something you are going to implement in a near future? Kind Regards, Noiden
Turn Off Task Timer
Is there a way to turn off the Timer icon next to tasks? It is completely redundant for us (we don't bill time to customers) and it also can cause issues with subtask indentation. Adam
Notifications need to include the task "name" not just the word "task"
when getting notifications within the Projects module, I feel it would be much more helpful to see the name of the task within the notification area, instead of just the word "task" as is the case now. It seems a bit cumbersome to have to go and open each one individually to see what "task" the notification is actually about.
Better Project reports are needed
I am trying out ZOHO Projects and need to brief/status my management almost weekly on the project schedule and show how it progresses to completion. With the limited report options currently available this is very hard to do and is a huge selling point if we were ever to use ZOHO Projects again. If I can't show management a one page overview of the whole project and then the associated details it is hard for them to see how it is a benefit over using Microsoft Project. The export to Excel is
Deleted Task List
I have somehow deleted the entire task list within my project. Is there any way to get it back? Thanks. Emilie
Changing a date within a subtask
Is there a way to change a date range within a subtask?
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