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.

Use cases

Sales: Sales reps are mostly on the go, and many a times tasks are added on the go. On such circumstances, sales reps can quickly use this Global Add feature to add the task rather than the time-consuming steps of choosing the project, switching to the Tasks tab, and then adding the task.

 

Construction: When you have multiple issues to be added across multiple projects, navigating inside each project to add them can be cumbersome. You can use the Global Add option to add issues to the projects from a single page.

Software development/ IT: Developers can work on many tasks at once. This Global Add option makes it simple to add a new task to a project and upload a new document to another project. 

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.