Global Add | Online Help | Zoho Projects

Global Add

Global Add makes it easy to add tasks, task lists, issues, milestones, timesheets, forums, projects, and users without navigating to their specific modules. Simply click on the upper right corner of the top band to add new entries.

Benefits:

  1. Add work items from any page.
  2. Add work items without leaving the current page.
  3. Immediately open the work item if needed.

Task:

  1. Click  in the top band of Zoho Projects. 
  2. Hover over to view more options.

  3. Select Task option.
  4. Fill the details and then click Add. Click Add More to save and add another task.

Task List: 

  1. Click  in the top band of Zoho Projects. 
  2. Hover over to view more options.
  3. Select Task List.
  4. Fill the details and click Add

Issue:

  1. Click  in the top band of Zoho Projects. 
  2. Hover over to view more options.
  3. Select Issue.
  4. Fill the details and click Add. Click Add More to save and add another task.

Milestone:

  1. Click  in the top band of Zoho Projects. 
  2. Hover over to view more options.
  3. Select Milestone.
  4. Fill the details and click Add
    1. Select Internal if the visibility is only to the project users.
    2. Select External if the visibilty is to both client and project users.
  5. Click Add to save the new milestone.   

Timesheet:

  1. Click  in the top band of Zoho Projects. 
  2. Hover over to view more options.
  3. Select Timesheet.
  4. Fill the details and click Add.

Forum:

  1. Click  in the top band of Zoho Projects. 
  2. Hover over to view more options.
  3. Select Forum.
  4. Enter a title for your forum, type a brief on your title in the Description section, attach files, and choose a Category (if any).
  5. Click Publish to post the forum.  

Project:

  1. Click  in the top band of Zoho Projects. 
  2. Hover over to view more options.
  3. Select Project.
  4. Fill the details and click Add.

Users:

  1. Click  in the top band of Zoho Projects. 
  2. Hover over to view more options.
  3. Select Users.
  4. For Existing Users, select the email addresses of the user and then click Add.
  5. For New Users, enter the email addresses, select the Role, Profile, and enter the Rate Per Hour. Click Add.

Events:

  1. Click  in the top band of Zoho Projects. 
  2. Hover over to view more options.
  3. Select Event.
  4. Select a project and enter an event title.
  5. Set the start and end date for the event.
  6. Schedule a reminder, add a location, and add comments if required.
  7. Set a frequency for the event.
  8. Click Save.

Documents:

  1. Click  in the top band of Zoho Projects. 
  2. Hover over to view more options.
  3. Select Document.
  4. Select a project.
  5. Attach your files and click Add.

Time-Off

  1. Click  in the top band of Zoho Projects. 
  2. Hover over to view more options.
  3. Select Time-Off.
  4. Fill in the details and submit the

Meeting

  1. Click  in the top band of Zoho Projects. 
  2. Hover over to view more options.
  3. Select Meeting.
  4. Fill in the details and then click Save.

See Also

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