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:
- Add work items from any page.
- Add work items without leaving the current page.
- Immediately open the work item if needed.
Task:
- Click
in the top band of Zoho Projects.
- Hover over
to view more options.
- Select Task option.
- Fill the details and then click Add. Click Add More to save and add another task.
Task List:
- Click
- Hover over
- Select Task List.
- Fill the details and click Add.
Issue:
- Click
- Hover over
- Select Issue.
- Fill the details and click Add. Click Add More to save and add another task.
Milestone:
- Click
- Hover over
- Select Milestone.
- Fill the details and click Add.
- Select Internal if the visibility is only to the project users.
- Select External if the visibilty is to both client and project users.
- Click Add to save the new milestone.
Timesheet:
- Click
- Hover over
- Select Timesheet.
- Fill the details and click Add.
Forum:
- Click
- Hover over
- Select Forum.
- Enter a title for your forum, type a brief on your title in the Description section, attach files, and choose a Category (if any).
- Click Publish to post the forum.
Project:
- Click
- Hover over
- Select Project.
- Fill the details and click Add.
Users:
- Click
- Hover over
- Select Users.
- For Existing Users, select the email addresses of the user and then click Add.
- For New Users, enter the email addresses, select the Role, Profile, and enter the Rate Per Hour. Click Add.
Events:
- Click
- Hover over
- Select Event.
- Select a project and enter an event title.
- Set the start and end date for the event.
- Schedule a reminder, add a location, and add comments if required.
- Set a frequency for the event.
- Click Save.
Documents:
- Click
- Hover over
- Select Document.
- Select a project.
- Attach your files and click Add.
Time-Off
This requires Zoho People integration.
- Click
- Hover over
- Select Time-Off.
- Fill in the details and submit the
Meeting
This requires Zoho Meeting integration.
- Click
- Hover over
- Select Meeting.
- Fill in the details and then click Save.
See Also
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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