Project Tasks <<>> Business Tasks
I'm brand new to zoho and I've looked through help files and the forums and can't seem to find an answer (or even the question) regarding getting tasks from Zoho Projects into the task list in the Zoho Business application. I'd like to deploy Zoho for my 3 person sales force and manage all of our sales as projects within the Projects app but I'd like to give them the ability to use Zoho business for their basic calendar and task lists. Ideally I'd like to be able to assign a task from within Projects
Idea:
How about a function to merge two projects. Daniel Tanguay
Idea:
How about adding a re-occuring task feature. Daniel Tanguay
Documents area
Downloads aren't working at all. I'm just getting 0 bytes files. Now that I needed some of these urgently. Please solve this quickly!! willian.krueger
080827 Cannot download files
Hi Admin, I uploaded some documents into a project but my colleagues and I CANNOT download them. In this case, it's inconvenience for us to share documents. pls. help. Thx! Michael
Integration with Invoicing - by resource
Love the feature - only trick is that services typically bill at different rates by resource (instead of by task). I'd suggest adding it to the option menu as a third item below task. It's easy enough to change the rates on each line item but the total hours would be nice. mikeorr8
print or export ENTIRE project
Hi, is there any way to print or export a project? To me, it essential that a project can be put on paper at some point, including all its parts (with all details attached). I browsed a bit, but I didn't see how that could be done. Thanks, LCH
Need an Every Other Week Option for Meetings Please!
Need an Every Other Week Option for Meetings Please! Daniel Tanguay
How to export a report?
As far as I understood from posts - Project has export functionality. Where is it though? I have free account.
discrepancy in display of meeting(s) on homepage
I have a meeting scheduled for 19-9 at 5.30PM (6 hrs ahead at time of writing) & this shows up in the relevant single project page/section. However, for some strange reason, this meeting is not showing up in the meetings section of the homepage. There was no problem with this yesterday. I think it peculiar that the meeting scheduled for that day would not show up in the homepage ('open' & 'all' categories) when they do for their individual project page. Is there something wrong here?
discrepancy in display of meeting(s) on homepage
I have a meeting scheduled for 19-9 at 5.30PM (6 hrs ahead at time of writing) & this shows up in the relevant single project page/section. However, for some strange reason, this meeting is not showing up in the meetings section of the homepage. There was no problem with this yesterday. I think it peculiar that the meeting scheduled for that day would not show up in the homepage ('open' & 'all' categories) when it does for an individual project page. Is there something wrong here?
Milestones don't show to all users
I've created a project with several users, (contractors, employes and clients). I've also created several project milestones and assigned them to an owner. But now nobody except for the owner can see the milestones in the project planning. That's not the idea in my opinion. I've tried internal and external milestones, but that's not the problem. Am I missing something?
Task Notes
I created a task note, so I know it's possible; however, I can't figure out how I did it in order to add more notes. Could you add specific instructions in Help on how to do this for tasks. Also, could you add a command or Icon on the Tasks and Milestones General page (unless it is already there and I am just not finding it.) judyokazaki
6X3 ANTOLINI
ok, riadattiamo il soggetto sulle misure 580 x 280, pixart accetta anche dimensioni personalizzate ilaria renoldi
Set Project Task deadlines as Outlook Calendar Events
Hi, We've had literally each of our clients ask for the ability to add the tasks and milestones created in the Project tool to their outlook or Google calendar.. Clients and Contractors are less likely to want to login and keep track of the project through the project, but they are very inttd in having email notifications for projects assigned to them and the information on the key dates available on their calendar app - that's how they think about the projects, as certain tasks that will happen
Manager Dashboard
Would like a way to manage the people under me and see in one view their status on all the projects, rather than having to open each project individually
Spreadsheets with embedded jpeg objects
I uploaded as .xls file with embedded jpgs (shown as icons). When I open the spreadsheet in Sheet, as expected, the embedded icons do not show up. I am ok with that limitation. However when I edit cell data, in sheet, and save the file the .xls file does not reflect the changes in cell values. Is this a bug?
Milestone
It would be really great if you could put in milestones without a date and have them sort by title. Daniel Tanguay
task status
how to update the assined task status when it is assined by some other person.
Charging time to newer tasks in Timesheet View
For some reason, I cannot access all the tasks in my project using the dropdown box on the Timesheet View. Is there some task limit? I have even deleted older and completed tasks to clean things up. However, newer tasks are still not visible in the dropdown. Sidebar - Do I have to purchase zoho for full functionality of timekeeping? Otherwise, this seems like a bug and will impact my evaluation. I cannot create tasks and only be able to charge time to a few in the Timesheet view. Please advise.
Can't assign a project member to a task
All the project members are grayed out.... can't add any to the project. lordgod
Tip 12: Timesheet Export options in Zoho Projects.
So far, a couple of export options like Export for individual user across a single project and across all projects were available in Zoho Projects. In the recent update, a couple of other export options like Export for all users across a single project and across all projects were rolled out. And with these two options, admin and manager can export data across all projects for any specified duration.rolled out for the easy usability of Zoho Projects Customers. Screen shot displaying Export for Individual
Problem with New Client User Email
I am having a problem with the Email that goes out when I add a new client user. It seems the Email doesn't give them a password. I receive a copy of the Email, so here is what they receive: Dear susan ,, Welcome to Zoho Projects You have been added in Web Stream Innovations, LLC by Gary Driskill (administrator) as client user. Here is your login information to access Web Stream Innovations, LLC portal from anywhere. Access Web Stream Innovations, LLC portal from https://webstream.projects.zoho.com
Printing
Can I print a hard copy of multiple calendar months? bmac
Viewing all Tasks in Week Ahead
Is there anyway to view expired tasks in the "Week Ahead"? Also, is there anyway to set up a default user for all tasks within a project, or have tasks set up for all users appear in each user's calendar? Thanks.
Include non-project member names and details in meeting
My project involves meetings with lots of people who are not on the project. I want to be able to include their names, location and phone number as a meeting detail, not as the meeting title. I will, of course, add it to the notes. As my meetings are at locations all over the US, it would be good to be able to include the address within the meeting details rather than in the notes. sarahbloomer
Zoho Projects Update: September 15, 2008
Zoho Projects is glad in releasing one amongst the much awaited feature "Time Sheet Export for all users for any particular single project and across all projects". So far, Zoho Projects offered option to export time sheet for any particular user for a single project and across all projects. With this update, admin & managers has the privileges of exporting data for entire project and for entire portal for a specified span of time. Screen shot displaying "Export Timesheet for all users across all
Zoho Project - Contacts
It would be helpful if the Zoho Projects application had the ability to keep contact information relevant to each job/project so that all the members could access it. cableright
Private Forums in Projects
Are Forums Created in Projects private just to the project members ?
Limit Client Access in Forums
Is it possible to limit which forum topics and folders client users can access. If my project team is arguing on a set of issues I would rather isolate a client from seeing this ?
Project Calendar
How can I change calendar View type.. Default week view is starting from Sunday.. how can I change it to start with Monday? thanks in advance piksha
Task Summary View
The task summary screen is a great idea but needs a lot more work to make it more functional. We should be able to change dates and priorities in this view so its easy to manage all of our tasks. As is, it takes way to long to view and manage all of your tasks since it has to exit this screen. Also, tasks should synch to Microsoft outlook!! When will this be available? befound
homepage for export as well?
Would it be possible to add the export (as a spreadsheet) function to Projects homepage which simply lists all tasks and milestones? As a spreadsheet, one would receive all tasks and milestones in a more orderly/tidy fashion. Also, the data would be easier to utilise/manipulate. Thanks.
Delayed vs. Not Completed
I have an idea that there is an 'operational gap' in the use of delayed when tasks or milestones pass their assigned completion date. Delayed is used as a catch all term, & it implies that an action is this way because of circumstances beyond the operator's control. This is not always so--a task may simply be not completed or incomplete, rather than delayed. For example, I might have a task that is continuous over a 1 or 2 week period, and therefore, have the task repeat for a total of 5-10 days,
Newbie:- Non automate email nitification for registration
Hi, I am trying to get to know Zoho projects & i have 2 queries QUERY 1 I see that as soon as i add a team meber & client (user), they are isntianly notified by the registration. But I am yet to prepare the milstones and tasks .. and assign them to the team mebers. I would like to have the registration mail sent --after i have allocated the tasks to respective members. ...( not as soon as i add them as user) Would this be possible ? QUERY 2 Plus, please let me know how i can add Start date & end
Client User Registration Notice
How do I modify the Client User registration email text? It would be confusing to clients if I don't customize... remove Zoho reference (they have no idea what that is) and provide some basic information about how to use it... additionally I have different URL for the login page that then redirects to the actual page. This is a big need... lordgod
do you have chinese style?
do you have chinese style? thanks tanwen
Add user defined fields to a task to be used in reporting
Can you please add some user defined fields to a task so it can be used in different reports? For example. Task - Setup tooling User Defined 1 = Product (All, Mars, Venus, Earth) User Defined 2 = Operations User Defined 3 = China this would in addition to having a Resource assigned to it.
Zoho Projects: iCalendar publish and subscribe
At tinyurl dot com slash zohoprojects-matrix I see a tick against iCal. I'd like to see iCalendar publish and/or subscribe. At tinyurl com slash zohoforumtopic46622 (April 2007) I note, > ICalendar integration is in our roadmap Please, can you elaborate? Thanks Graham
dashboard
in the dashboard I think you should be able to shrink and expand the sections like you can in zoho crm. The recent updates one especially is not needed or used by most people and has no links to any of the items anyway. Andrew Wallace
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