Learn at your convenience with our brand new Ebooks

Learn at your convenience with our brand new Ebooks

Equipping our customers with smart project management techniques to navigate together in an ever evolving industry is our top priority. In that context, we’ve brought in a new addition to our learning materials- Ebooks.
 
Ebooks help you learn on the go as they are convenient and device-friendly, downloadable and absolutely free of cost. If you are looking to educate your teams about Zoho Projects using the web or with offline PDFs, Ebooks are your go-to solution.
 

 
To start with, we’ve curated three major topics:
  1. Email project management with Zoho Mail and Zoho Projects
  2. Workflow automation using Blueprints in Zoho Projects
  3. Effective time tracking (Timesheets) using Zoho Projects
 
We hope these Ebooks add value to your projects and help you manage them better. While we are actively working to add more Ebooks, we’d like to know if there are any specific topics, you’d like us to add. Let us know in the comments below.
 

    • Sticky Posts

    • Zoho Projects Roadshow, USA - 2024

      Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutions

    • Project Billing with the Staff Hours Method in Zoho Projects

      The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service

    • Tip 37: Time Log Restriction in Zoho Projects

      Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable

    • Organize and Track Phases with Phase Custom Views

      Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams

    • Create Your Own Issue Management System

      Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects

      • Recent Topics

      • Custom "Filter By" in Client Portal

        Currently our client portal only shows items for that specific person that is logged on to the portal, we want the current logged user to see all items for that user's company. An example would be invoices, so the current user would see all invoices for

      • Unlocking New Horizons: A Year in Review

        As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

      • Enable Sending Direct Messages to Self in Zoho Cliq

        Hi, I would like to request a feature enhancement for Zoho Cliq to allow users to send direct messages to themselves. Currently, Zoho Cliq does not have the option to send a direct message to oneself. While creating a channel with just one member (the

      • Admin Access to Direct Messages in Zoho Cliq

        Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to access

      • User tiers

        I am trying to add tiers of users. I would like: Me - CEO Next Tier down - Managers Next tier down - All the salepeople reporting to each manager I can only seem to add myself with mansagers below. Surely I can add more tiers?

      • Flow to follow up on trade fair contacts

        Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.

      • Queries filtered by current page/record

        I have been trying to use the new queries feature, and I can filter the query, but I'm coming unstuck because I don't understand how to make the query dynamically include the filter of the current record. ie if I'm on a deal, to filter all the records

      • Article Numbers for KB articles

        Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced

      • Audit Log Export via API

        Hello, Based on the documentation here https://www.zoho.com/crm/developer/docs/api/v7/create-export-audit-log.html I need to specify the scope ZohoCRM.settings.audit_logs.CREATE to create a log export. I've created a Self Client app but when I specify

      • Zoho CRM API Credits & Limits for Workflow

        Hi Team, Just wanted to clarify how the API credits work for Zoho CRM and workflows with custom functions. API Credits are based on your subscription and are set at the account level. You can buy additional credits if needed. For Enterprise customers,

      • "Copy Field Values from one Module to another" how to use?

        Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain:  In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfect

      • New Leave Type: Compensatory off

        Hi, there is a new Leave Type: Compensatory off. Can someone tell me how to use it, because it sounds it could work for overtime compensation for our techs. Thanks Andreas

      • Admin console Access denied

        What should I do? I am the administratore.

      • Introducing bot filtering for accurate analytics

        Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflect

      • Search Function Not Working Properly

        Search Function Not Working Properly

      • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

        How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

      • Archive Option in Conversation View

        Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just

      • Possible to backdate Stage shifts in Deals module?

        I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History Related

      • Layout Prompt when creating an oportunity

        Hi There, Is there a way to create a pop-up prompt when I create a new Deal giving me the option of what layout to use based on a certain requirement? So, if the prompt had two options 1. is a new business Deal 2. is a renewal Deal Thanks in advance

      • Conditional layouts - support for multi-select picklists

        Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

      • How to upload mass inventory quantity adjustment with batch number?

        I wanted to clean-up our inventory list; however, I have trouble performing the task as I don't know how to mass upload inventory adjustment with batch numbers. I don't want to do it manually as there are if not thousands at hundreds of inventory tr

      • Product sale report with margins

        we unable to get the data as per product sale report with margins so we need help in this

      • CLIENT PORTAL (If clients can place orders directly on the portal)

        Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.

      • Zoho Zepto mail

        I've already checked the domain and setup the user agent, as well as the SMTP user name and password, and the test email is working. So, please teach me how to import an email list and send emails.

      • Is there provision to charge the attendees to join the webinar?

        We want to host some webinar of public interest and want to charge them to participate in this. Does this feature in-build in the application? Offcourse, we will be having Razor pay account activated for these purpose.

      • Print PO receipt

        Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have

      • How can the direct link to a ticket be created from ticket #?

        Our agents will be using ZDesk but we will have to create direct link to tickets in another ERP by providing the Desk Ticket # Is there a way to create the direkt links from the ticket # alone? Do we have to use the API to get the direct links?

      • Allow standard layout to be used/edited as a starting point for canvas

        Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,

      • Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

        Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help

      • Contemplating moving my site from WordPress to Zoho Sites

        Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess

      • Unified customer portal login

        As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

      • Tracking Implementations

        We create Opportunities (Renamed Deals) with associated Quotes (renamed Products and Services). When we close the deal, we want to be able to track the implementation of each product separately. For instance, the client may have ordered Item A, Item B

      • Is this link the transparent pixel used to track opens?

        Could someone please help me identify this highlighted link? It is automatically created by Zoho and a lot of contacts receiving campaigns will click on this link. I don't believe that it is the "update your preferences link" because on the Link Clicks

      • Confluence export to zoho learn

        Hello Is there any known way to export Confluence spaces to zoho learn ?

      • Zoho desk desktop application

        does zoho desk has a destop applicaion?

      • How can I view Help Center articles in 'Sandbox' mode?

        I have published some help center articles but when I try to preview the knowledge base page, it says 'We have no content to display'.

      • Is this possible with Campaigns?

        My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buy

      • Opening & working multiple tickets

        We work in multiple tickets at the same time. Currently to do this, we have to open multiple instances of Desk.  Is there a way to do this by just opening multiple ticket tabs within 1 instance of Desk?  

      • Different content per social media account..

        Is there a way to add different content per social media account on one post?

      • I can't send and receieve any email ERROR CODE :550 - 5.7.26

        Hello, I can't receive and send any email for months. I already sent an email to Zoho support but didn't get any response. I attached a screenshot of a message i get always when i tried to send an email. Please help me asap.

      • Next Page