Wrapping task text line in reports
It's much better to wrap tasks text lines in reports like Gantt chart, resource utilization reports in order to be able to view & printout the full description of the task without need to hover the mouse over the task to read the full task descripti
Client Users Permissions/Restrictions
Is it possible to restrict what my client users see or have access to within a project? For example: There is no reason for my client users to have access to the marketplace. I would like to them to not see it in the setup menu. Same with the blueprint.
Zoho Projects : Import tags
Hi! I am new to zoho so maybe this is an easy fix- I am trying to import my task list with all of my tags. But they are showing up blank. How can I import the tags? There isn't an option to match it when I import the spreadsheet.
how to customize priority and status pick lists for tasks
is it possible to customize the priority and status pick lists for tasks in Zoho Projects?
Notification filters are now supported in the latest version of the Zoho Projects iOS mobile app.
Hello All, In the latest version of the Zoho Projects iOS mobile app (v3.6.5), we have brought in support for notification filters. Now you can view the All/ Unread/ Flagged/ @mention notifications in separate tabs. Also, you will now be able to mark
Customise billing types in Projects
On any given project, there are a couple of different ways we bill clients, and I would like to keep track of the time spent on activities in each category as easily as the billable / non billable activities are being tracked. Is there a way for me to
Multiple time zones, work weeks and holidays
We are a global company with staff across various time zones with different work weeks (Mon-Fri and Sun-Thur) and holidays. I would like to be able to assign different working profiles to different resources in order to feed back into the project plan
Task for multiple external users
Hi all, I’ve just started using Zoho and need some help please. I want to create a project to manage some training. Each project has multiple tasks which are carried out by external users (10 tasks in total, one per external user). What’s the best way
Client Users can see posts in Feed from other Projects
Hello, I have been made aware of a recent issue where my Client Users are able to see posts on the Feed tab from Projects they have no access too. We use Zoho Projects for many Customer facing projects across our customer base and add Client users specifically
Integration between Zoho Creator & Zoho Projects?
Hie , Integration between Zoho Creator & Zoho Projects? Is that possible if yes then How??
Track task progress when task is assigned to multiple users
Hello, sometimes we need to assign the same task to all users in the organization (i.e.: when the task is "Send your ID document scan to the HR Manager"). I see a task can be assigned to more than one user. Problem is: if a user set the task as "Completed",
Zoho Projects > Workdrive Integration - Where can you find your files in Workdrive?
Following the instructions here: https://help.zoho.com/portal/en/kb/projects/integration/zoho-apps/articles/zoho-workdrive-integration#Benefits Put a file in the Documents section of a Project. Then Trying to navigate to the Team Folder in WorkDrive and
Saving Custom Bug List Views
I'd like to create my own view of bugs/issues when viewing across all projects. For instance I want to only see Issues with a certain status and certain fields. I see that I can create a Custom List within a single project but I can't find a way to do
Project template
Hi I created a project template with all milestones, tasks and tasklists. When I create a new project using this template, the dates are not automatically updated.
Project Template : Schedule, Gant, Start date
Hi I created a project template with all the tasks, milestones and tasklists. When creating a new project from this template, the dates are not automatically update for my project. All tasks are as "unscheduled tasks". Only dates for milestones are indicated.
Parallel Transitions in Zoho Projects
In a Blueprint, a transition refers to the link between two statuses. Often, tasks require inputs from multiple teams or people before they are completed or moved to the next stage. In Zoho Projects, a user can execute two or more transitions in parallel.
Zoho Project - How to modify/delete Log Hours after Approval ?
Hi In Zoho Project, how to modify/delete Log Hours after his Approval? I'm not able to proceed at all . It's like I'm forced to delete the Task and create Task and log hours... Sounds strange, no?
Exclude weekends from task dates
How can you exclude weekends from task dates? So that, for example, a 10 day task is allocated only to weekdays, and the gantt chart shows weekends blank.
Task duration in hours with start date and end date
Hi, Each of our tasks have a number of hours that the employee has to respect. But most of the tasks needs more days than what the system calculates. Is there a way to override the dates? Let's say our project manager sends a design to be approved by the client. We create a task for 15 minutes but we give 3 days for the client to get back to us so the task should be 3 days with a duration of 15 minutes. Another scenario is if I have a task of 40 hours for a programmer and I want to give her/him
Automatically Create Subtasks
We use Zoho Projects in our content marketing efforts. We have Blog Post tasks and under them, we create associated social media post and email newsletter subtasks. Instead of having to create these manually, can I use an automation function to create
Use more Task Layout is the same project
In the same project there are many type of works. Each one requires different fields, status or values in a drop down menu. Having the ability to choose the Task Layout for each task would be ideal. In this way in the same project there is the ability to have different kind of tasks, each one with the proper fields. Please consider this functionality Regards, Damiano
wrapping text in reports
It's Much better to wrap task lines in reports like resource utilization and Gantt Chart when the task text is longer than the allotted space for this field in the report
Blockading Timesheet if status is not equal to "In progress"
Hello, I've been figuring out a way to force my coworkers to change the task status when writing time. Most of my coworkers don't even look at the status and let it sit on "Open" If possible i would like to know or create a way to force a task go to "in
Numerous Sync Issues Between Zoho Projects and Zoho Books - no response from support
There are numerous projects that are giving errors in the Zoho Books integration with Zoho Projects. Below is a screenshot showing projects that do not exist (they are not archived, not in trash nor are they active). How do I find/delete these projects?
Filter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have 2 tasklists, 10 tasks and 100 subtasks
Filter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have2 Phases 4 tasklists, 10 tasks and 100 subtasks
Problem to copy/paste text in task and issue comment (Zoho Project)
Hi, We can no longer copy / paste text in the comments of a task or issue. Yesterday it worked very well. We tried with another browser (Chrome 80 and Firefox 73) and the problem persists. An update has taken place? Regards, Marjorie
Zoho Projects Track Budget Picklist
I would like to track my project budget based on somethin other than hours. We do not track hours or bill for hours. Instead, we pay fixed amounts to our outside vendors and other third parties to make the project happen. Is this possible in Zoho Projects?
Nueva en Zoho CRM - Books - Projects
Hola a todos/as! Hace muy poco que estamos implantando Zoho en una empresa que se dedica al asesoramiento fiscal, laboral, jurídico, etc. y me gustaría recibir algunos consejos de personas que se dediquen a una actividad similar. Respecto a Zoho Projects,
Project Invoicing Follow-up
Hi, I am new to Zoho and I am using Zoho One to handle almost everything in my company. There is something I did not manage to do on my project yet. I have a lot of Fixed price project where the invoice date is linked to the closure of some tasks or to milestones. Usually we invoiced a percentage when the milestones is achieved. Is it possible (now or in the future), to declare as "to be invoiced" the price associated to the milestones that has been reached ? The aim is to be able to have a report
Is it possible export information to Ms Excel or Ms Project format?
Hello All, I would like to know if it is possible export to Ms Excel or Ms Project my Zoho projects information? Regards
Downloading PowerPoints from Zoho Project messes up the PowerPoints
Hello, we've been encountering an issue with Zoho Project/Zoho Show. When a user uploads a PowerPoint to Zoho project. After editing the project in Zoho Show and downloading it to use in PowerPoint, it messes up the PowerPoint. (Object missing, videos
Update Status via Deluge
Hello, Im trying to update some tasks status via API but its not working. heres the too codes i've already trying (besides a lot more): values_map = Map(); values_map.put("status",input.Status); response = zoho.projects.update("roboplan",input.Project_ID,"tasks",input.Task_ID,values_map); info response; The second i've tryed was this: (because i've noticed that "status" haves more maps inside. values_map = Map(); values_map.put("name",input.Status); status_map = {"status":values_map}; response =
Project Status - Autoupdate
Is there a way to update the status of a project based on Milestone completion? IE - Milestone = On-boarding, followed by Milestone = Provisioning. When all tasks in On-boarding Milestones are completed, I would like the project status to update from
Start Date and End Date
It would be good if could change the start date manually instead of having to click on the calendar everytime... Cheers Eike Klapper
Ability to poll project team for meeting availability
I was wondering if there was a function to propose several times for a meeting and then poll the team for availability (like Doodle). Thanks, Cathy
Sharing my portal URL with clients outside the project
Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.
Sorting Comments
I noticed that when I add comments to a task, the comments are sorted by "date edited". Is there an option to sort the comments by "date created"? Example: Task "XYZ" is created. My team and I add 12 comments to the task. After the 12th comment, I realized that I made a mistake on comment #1 so I go back to edit comment #1 and fix the error. But after the edit, comment #1 shifts to the bottom of all the comments...so it now looks like comment #1 is actually comment #12. When someone new comes
Zoho Projects User Group Meet-Up in your city!
We are excited to announce the User Community initiative to engage with you all in person and take you through Zoho Projects. In this meet-up, our team will help you understand task management, task automation and features in Zoho Projects. Collaborate
Can't Get "For Each" action to work through my list of Project milestones
I have created a function in the CRM that will update project details and all the milestones and tasks associated with that project when a particular trigger is actioned. I am trying to work through a list of milestones associated with a particular project
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