How to deactivate the "Create a priviate copy of this layout" for users/profiles
Hi, I searched how to deactivate the access for user to the check box "Create a priviate copy of this layout" but didn't find it by myself in ZProjects nor in the community topics. I tried to manage profiles like this but it didn't work : And no better
Adding Teams - bug when choosing
When assigning ASSOCIATED TEAMS in Task information, there is a bug that doesnt show up the list/ADD TEAM option. By default the list remains empty & once you open ADD TEAM and close it the next time it wont show "+ Add Team" Please refer to attached
Customize email notifications
Hello there, It's been years since Zoho Team promises that it will be available... But I still can't see where. Please, we are a lot asking for it, tell me it's now possible !
Zoho Inventory and Zoho Projects Intergration
Good Day. I am a new user still in the trial phase and seriously considering implementing zoho within my organisation. I have two issue which i have not been able to figure out and would like assistance please : 1. If i create a task or project in zoho
ZOHO Projects migration
We have recently completed data migration in ZOHO Projects for a client. We have migrated from one ZOHO acct to another - and migrated all projects data including tasks, subtasks, attachments, timesheets etc. And associated the projects with CRM records.
Bulk Edit Work Hours field
Hello, is there a way to bulk edit the "Work Hours" field? I mean this: I can't find an option. Thank you
Zoho Projects : Task should auto-update to 'In Progress' if timer started
Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers
Tasks & Tasklines > config-wheel options > aligned (edit, move, create above/below, etc) + Inline editing of titles tasks/tasklines!
Hello, To have a better user-experience and logical alignment of actions on both Tasks & Tasklines, it should be logical that these actions are likewise available on both (especially when you start using Zoho Projects more and more, and also faster) :
Cant BCC comments
Whats the reason why we cant bcc to add to comments? We are getting this error: We are unable to process this email. WHY DID THIS HAPPEN? We suspect the below reasons to be the cause of failure : 1. You might have mis-spelt the email address. 2. You might have added the email address in BCC I used the copy option within the comments to copy the email address. It works fine if I cc, just not bcc.
Tip#28: Project Timeline Gantt in Zoho Projects
Hi Folks! As part of the tips and tricks series, we are back with a tip on Project Timeline Gantt. Here’s how you can use Project Timeline Gantt 1. Prioritize your projects based on percentage completed and focus on the projects that are currently in your pipeline. Hover over the project name to know percentage completed. 2. Visualize your projects on the Gantt plotted for 3 consecutive years - previous year, current year and next year. You can adjust the timeline view from fit to max. 3. Navigate
Need a Project Template Library
If there was a library of project templates, people could get going with Zoho SO much faster! Build more community, setup a Project Template Library asap!
Internal Comments in External Tasks (and across the board)
Hello, On projects which we collaborate with clients, we need to be able to post "internal" comments, hidden from the client's users in Tasks, Forums, Status Updates, Documents (would like also to flag documents for internal users only) etc.... Currently it looks like there is no such option except of creating an internal Task List which is counter-productive. I have seen a couple of very old threads about this subject, from about 6 years ago. but there was no follow-up from ZOHO I would greatly
Project timeline Gantt view - sort by date of project
Hi there, On the Zoho <Projects> tab, there's a view called Project timeline Gantt which provides an overview of all projects and fills the percentage complete. It would be great if this page could be sorted by project date or other criteria. As shown in the image below, if a project has a change of date this isn't reflected in the chart and there's no way to actually sort this chart by any criteria.
Scheduling Workflows in Zoho Projects - Is this possible?
Hi, does Zoho Projects have supported functionality to schedule workflows like Zoho CRM/Creator/Campaigns? I have a custom function that updates a status in my Zoho Tasks based on days until task is due, and I want to run that function every day.
milestone dependencies
It would be exceptionally useful to be able to assign dependencies on milestone/tasks. For example, if within a project I have three milestones for creating three ads for publication, but each ad also requires the logo to be finished by the graphic designer (a separate milestone), it would be useful to have the start dates of the later items dependent on another prerequisite component. That way, not only would I not have to enter the logo creation as a separate task for each of the three milestones,
Task and Milestones - Dependency feature needed
I'm sure we're not the first to bring this up. We've been using zoho project for a while. Every project manager knows that to manage a successful project you need option to stack tasks and milestones and be able to create dependencies between tasks and milestones. I think you get the idea... Can you let us know if this feature is in the making or not? any chance we'll see this in future releases? If you need customer feedback about this feature or other enhancements, we'll be happy to test new products
Bring forum and comments into Discuss
There are a lot of ways to discuss with your team mate within Zoho Project. I can start a Cliq chat, I can comment on a project or within a task itself or I can start a Forum Post. However, I'm already finding conversations are getting lost. It seems
Adding New Users is clunky...
I agree with other posters... New registering users are having trouble and are just plain confused by the sign in process. The absurdly long hieroglyphics-type link that new users need to click on is daunting for people who are not as tech savvy. Then a who separate sing in page, etc. Please simplify & clarify this process. Best Regards... Brian b@trax.org
Recording project risks
Does Zoho projects include the facility to record risks and issues related to a project? If not, is there the facility to get round this by creating a custom entity? I can only find old posts saying this functionality may be added in the future or to purchase the bug tracker module separately? Many thanks
How to bill by Milestone
We have projects that have many milestones/deliverables. We bill on the 1st of every month. We'd like to be able to invoice the customer for Completed Milestone/deliverable Time that's been done on the various milestones How does one accomplish
Power of Automation::Automate the process of cloning a Task on specific status update.
Hello Everyone, Here we are again, filled with excitement to share yet another requirement that has been accomplished through the implementation of custom functions. In general, a custom function is a user-written set of code to achieve a specific requirement.
Default Task Owner
@angiemeeker @zohoprojects Can I set a default task owner?
Overview tab
The current Widget tab on the Project Dashboard doesn't really do what I would like it to do. What I want to see is a quick at-a-glance overview of everything within the project. So I would like to see my tasks, issues, milestones, comments, activity
Bring Forum and Comments into Discuss
There are a lot of ways to discuss with your team mate within Zoho Project. I can start a Cliq chat, I can comment on a project or within a task itself or I can start a Forum Post. However, I'm already finding conversations are getting lost. It seems
Please Allow Us to Edit Task Field Priority Statuses
In Zoho CRM and Zoho Desk we can set the options for the pick list Priority. Just as in Zoho Bugstopper we can set them for severity, Please allow us to do the same for Zoho Projects task priority. We use (4) priorities and would like them to be consistent across our Zoho applications. Thank You
Consider adding an option that disallows different rates for different projects
Consider adding an option that disallows different rates for different projects. In many public accounting and law firms a user's rate is the same no matter what they are working on. We have over 10,000 projects and we have no need to set the rate by
Announcing ZUG USA Meet-ups - Interact with Zoho Projects & Sprints Experts
We regret to inform that the scheduled meet-ups in USA have been postponed. We will announce a revised schedule once it is finalized. We are excited to announce the Zoho User Community initiative to engage with you in person and take you through Zoho
Power of Automation - Automate the task start date based on project start date
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically update the start date of the task same as project start date. After some experimentation,
Importing Client Users into Zoho Project from Zoho CRM
We are Zoho One customers, and are just starting our journey to begin using Zoho Projects alongside a suite of other Zoho Apps. We will use Projects for all of our solution deployments, and have used Zoho Flow to automate the creation of a project when
Due date changed always
Why everytime I comment on task or project in zoho project, the Due date changed same as the time/date I comment,
turn off "you have been added to project" notification
Hi, we are rolling out Zoho Projects in our company. For maximum transparancy, i have associated teams with several tasks and projects. They way, the entire R&D department (for example) can see what everyone is working on, although only one r&d developer
Zoho Projects - Custom Objects
Hello, is there the ability now, or in the near future, to add custom objects to Zoho Projects? The requirement here would be to have the ability to track change requests to a project's budget. The idea here is to have the ability to create a custom Object
How to update task status using Zoho projects API
Hi there. I'd like to use the API to update the status of tasks. I am aware of the POST /restapi/portal/[PORTALID]/projects/[PROJECTID]/tasks/[TASKID]/ endpoint and the custom_status field that can be sent with the request. However I am looking to only
Keep Zoho CRM account names in sync with Zoho Project Client Names
After a Zoho CRM account has been imported into Zoho Projects it would be great for it to stay in sync when the account name changes in Zoho CRM.
Hiding new task buttons in Gantt chart
In Projects' Gantt charts, the left column looks like this: First milestone ___Add task list Second milestone ___A task list ______Some tasks ___Add task Is there a way of hiding the orange buttons for creating the tasks and tasks lists? For me, they
Project View List
"Hello everyone! I'm using Zoho CRM and would like to know if there is a way to differentiate between active and completed projects in the Projects module. Currently, I see both completed and active tasks in the same list, and it becomes challenging to
Hourly based project hour Calculate automatically or not ??
How to create invoice of hourly cost in zoho project ?
Timesheet Rejection Notification
Time Log - In our Organization we have several "Approvers" (Admin user) of time log hours. During the month the "approver" checks all the time log of our employees wich are in "Pending" state and approves/dissaproves them. if the log is rejected - a reason
Admins not notified on new porjects creation
Hello, I noticed admins are not notified (via e-mail) on new projects creation (while they are automatically added to each project). Is this the expected behavior? Thank you
Trigger a sync between Zoho People and Zoho Projects using API or Zoho Flow
Is there anyway to trigger a sync between Zoho Projects and Zoho People using API or Zoho Flow?
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