Global Add | Online Help | Zoho Projects

Global Add

Global Add makes it easy to add tasks, task lists, issues, phases, 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.Select Task option.
  3. Fill in 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 in 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 in the details and click Add. Click Add More to save and add another task.

Phase

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

Timesheet

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

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.

More Reads

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Add Task Lists

                                                                                                    Task lists are groups of related tasks. Each task list contains tasks and subtasks under it. Benefits: Group related tasks under task lists Mark a task list complete when associated tasks are completed Associate blueprints to task lists How do I add ...
                                                                                                  • How to Add Tasks?

                                                                                                    Organize and manage your project workflow by adding tasks. Whether from the Overview or the List, Gantt, or Kanban views, you can easily add tasks. This feature lets you specify task names and descriptions, adjust fields, attach files, and assign ...
                                                                                                  • Zoho Projects Add-On for Gmail

                                                                                                    Zoho Projects is available as an add-on in Gmail. Install the add-on and add your emails as tasks or submit them as issues in Zoho Projects. Install Zoho Projects Add-On Login to your Gmail. Click + icon on the right panel. Search for Zoho Projects ...
                                                                                                  • Zoho Projects Add-In for Emails

                                                                                                    Users can integrate Zoho Projects with Microsoft Outlook to sync project-related emails, tasks, and calendar events. Additionally, the Task and Issue modules can be accessed directly from Outlook as a Zoho Projects add-in, providing a simpler way to ...
                                                                                                  • Upgrade or Downgrade User Add-Ons

                                                                                                    You can purchase additional users in the Premium, and Enterprise plans anytime. Click your profile picture in the upper-right corner of the Zoho Projects top navigation band. Select Subscription Details to view the pricing details. Click Upgrade ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources