Client Users in a Team
Hi Can a client user be added to a team please? Thanks
Status and Workflow in Issue Tracker
Hi Everyone, Hope everyone is keeping well. Here we are with another post, which we believe might save your time by avoiding errors while creating workflows. If you want to add a status in the issue layout, then remember to include the new status
Interconnectivity
Hello, I am not sure if others would like to see this, but I think it would be helpful if there was a way to turn off the interconnectivity between start dates, end dates and duration.
Customer Account in Zoho Projects ?
Hi ! Playing with the free plan in Zoho Projects, i don't see any native "Customer" or "Account" list in the application , as we have in Zoho Desk. Did i missed something ? Considiring our project activities , having the customer information for wich
Tagged feed posts don't show up when filtering for tag?
Hey, I find the option to create and use tags in feed, tasks, projects etc. very helpful. If I tag a task I can find all tasks with the same tag very easily by clicking on the tag. Unfortunately I haven't yet found a way to do the same thing for feed
Number of days task is over due = number of task appears when "Overdue tasks" is filtered
Hi! I have a question specifically for overdue tasks. Our company has tasks that recur daily. If that task has not been completed for, let's say, 4 days, is it possible that if we go to our "Overdue tasks", we also see 4 different tasks created for the
Linking Tasks to each other in Zoho Projects
Coming from MeisterTask, which is a very basic task system, in comparison with Zoho Projects. We were able to link tasks to each other. This was extremely helpful, as many parent tasks had data or attachments that would help understand or complete other
How to view the total hours logged in a project from the project list view?
Hello Community! I want to manage to see the total hours charged in each project, from the list view of all projects. I am trying to customize this type of view, but I don't understand in which column this information is reflected. I have added the column
How to add my client for their web design project
Hi I'm a web designer trialling Zoho Projects and I've set up the milestones, task lists and tasks for a client's web development project. I am seeking advice on how to add my client to the project but not necessarily to view all of my tasks (many are process/admin type of lists which I don't need them to view). Currently I have many jobs on the go and I am emailing clients with issues such as mockups to check, chasing them down for content and anything in between! The emails are driving me crazy
Save Filters for Future Use
I have configured a filter and clicked Find, is there a possibility to save this filter as a View for future use as this is a filter I will be using frequently.
How do I sort by custom fields on tasks in Zoho Projects ?
Hi, Is there a way to sort tasks by custom fields ? Best regards, Sujani.
Upcoming Events only shows one week
I have calls scheduled months out in the calendar but I am not able to see them in the Upcoming Events widget in the project dashboard. This has made it very difficult for me to find if a client has a call scheduled and when it is, which is costing me
How can I show the Budget Status widget for a client user?
I have a project which a client user is assigned and has access to view. As an admin, manager myself I can see the Budget Status widget on my dashboard. How do I show this on my client user's dashboard? We effectively have a retainer client, say with a set number of hours per month so it's really important for them to see how many hours they are using on a project. Kind regards Greg
HOW TO UPDATE YOUR OUTDATED ZOHO AUTHTOKENS TO OAUTH CONNECTIONS
Zoho is moving on from authtoken to the more secure OAuth connections. What this means for your security is stricter access to your data through the Zoho API, with clear visibility on who is connecting to what, in an easy to use, standardized way. What
Deprecating Support for Authtokens in Zoho Projects
Dear Users, Authtokens and OAuth are currently used to authorize third-party applications to access Zoho Projects. However, going forward we will not be supporting authtokens. This means that effective 1st December, 2020, you will no longer be able to
Issue Reports with Custom Issue Fields
Is it possible to generate issue reports using a custom issue field as a parameter?
Time-logging feature has some issues.
My company recently shifted to ZOHO Projects this month. Previously our employees had been using ZOHO People to log their time. Now in ZOHO projects when I log my time, the following issues are arising: 1. Most of the times the projects for which I have to log time don't appear in the dropdown menu while logging time. This has been happening repeatedly. I am the Project Manager for many projects that I have created myself, but whenever I am about to log my weekly timesheet, not even a single project
Copy a project template?
How can I easily copy a project template into a similar template? We have many projects that will be similar and only different in slight ways. We'd like to set up a template for each without having to recreate each one. Can't I just copy one project template and then change the copy as desired?
Zoho projects - workers capacity across projects
Hello, the example is: We have a worker who's capacity is 8 hours a day. He needs to work on tasks which are in 2 different projects. I now want to assign these tasks to him. How do I know, that he for example has already tasks which take 6 hours within
Basic export question
I imported a "Microsoft Project" schedule into zoho Then I made changes in the project within zoho Can I now export the file back to MS project in mpp so that I can reopen . If I cannot do this how do I ensure the work flow is consistent . Thank you Peter pkofman@rogers.com
Not enough options in global task list
Hello. I find that the global task list lacks some options. To compensate for that, I need to create additional views, instead of seeing the information in a single view. My main need is seeing tasks from the same project together. There could be two
Time recording - multi-users per task
We are setting up Zoho Projects and will have tasks that multuple users will need to record time against. Is it possible to have different users recording time against the same task? If so how, and if not, how do you get round this? Thanks.
Task / Milestone status like GTD
in my company, often there are tasks or milestones that are waiting for a customer response (usually some kind of approval) before we can proceed. Previously we used a GTD (Getting Things Done) style of "Waiting for" context for the task in question.
When scheduling a meeting, no ICS file is being sent
In Projects, when setting up a meeting with the ZOHO Meeting extension, the participants are receiving only a meeting link with no ICS file. Seems to me this should be included by default. What are the issues here?
Issue Overview
Hi there, I would like to create one overview with all the issues in ZOHO projects. I can create custom views on project level. However I can not open a created custom view on issues under 'home/my issues'. For tasks the latter is possible and this way I can create an overview of all open tasks. Looking forward to you reply! Regards, Danielle
Individual private projects - possible?
Hi, Is it possible for my team members (I'm the admin) to setup some individual projects that only they have permission to see and use? (Or worst case I can see as admin but won't look). I can't find a way. It seems to be public, or private (meaning anyone
Marketplace Extensions for Zoho Projects
Extensions help to access third party services from within the product and extend product features. Zoho Projects supports the following extensions: Dropbox, Box, DocuSign, Pipedrive, and Egnyte. Dropbox extension Access files and folders in a Dropbox
Assign Project Owners through API.
Hi, We have integrated our backend database to Zoho Projects. Hence any project created in our database will also be created in Zoho Projects. Everything works fine, but my only concern is that I'm not able change the owner of the project. By default it takes the admin as the project owner. Is there a way where we can assign the project owner dynamically during the API Sync. Regards, Christ
Creating Client Company user duplicates companies in Books
I have only just realised why I'm seeing two entries for some of my customers in Books - when I add them as a Client Company in Project, it seems to create a new customer account in Books. This is obviously a problem when the Customer already exists in
Shortcut "Reorder Tasklists" + make Enter/Return work in all popup-screens (works in some, not all)
Hello, Could this be added to the list of shorcuts & changes on key-behaviour withing Zoho Projects? (or do seperate tickets need to be created for this?) - shortcut for "Reorder Tasklists" - make Enter/Return keystroek work in all (popup)screens/pages
Task Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.
Increase the number of Blueprints per Task Layout from 25 to 100
Since we discovered the funtionality and the ease of tracking projects Blueprint brings to a business, my company has been using it very much. We have reached a roadblock where we found out that one can only build 25 Blueprints for every task layout.
Job Status
How do i fix the issue with the statuses not showing correctly. They should say Active but they show as quote, when I go to change the status you can see the statues that should be shown.
Zoho Tasks -
Is there a way to have the closed tasks not disappear when they are closed? seems like a lot of hassle to access the closed tasks, which we write notes on that may be relevant later.
Your Project Progress Gets Quicker With Task Templates
Welcome back dear friends! Zoho Projects makes your work lighter, and quicker by developing a standard structure that adapts to all your projects. Let me not put it up long-winded. Alike, creating project templates , you can also create a standard template for all your tasks. Here you go with the important things that you can do with Task Templates in Zoho Projects! For example: You own a wedding planner company. How will you manage your team for successfully running the big day? What you actually
Is it possible to set time "non-billable" by default?
Hello, With salary employees we would like to still track time spent on projects/tasks but not to invoice for it. Is there a way to set the status as "non-billable" by default? Currently it defaults to "billable". Thank you.
Check out the new locations for creating extensions
Are you looking to create more extensions for Zoho Projects? Create new extensions using Zoho Sigma for the below locations and extend the scope of Zoho Projects. Refer to our user guide for more information. 1. Task details right panel You can create
Examples of task lists / blueprints
Does anyone have anywhere where people share their task lists, blueprints etc? It would be great to see how they're used.
Reorder Blueprint Transitions
Hello, The Blueprint Functionality is totally Great! Nice Job with minor problems so far. I made a really complicated blueprint and the problem is that i have many transitions available in many statuses. The problem is that i can not find the pattern of the order of the transitions and the most important transition is in the last position and i have to open the three dots to find it. Is there anyway to reorder the transitions? If not is there any pattern to follow to give my preferred order? See
Spotlight #2: The Checklist extension for Zoho Projects
Hola, folks! The extension in the spotlight for this fortnight will be Checklist for Zoho Projects. We recommend using its latest version if you have not updated it yet. Things you can do with this extension: Create instantaneous to-do lists for your tasks and issues in Zoho Projects Create checklist templatesnew Convert an existing checklist into a templatenew Reduce the number of subtasks required for a work item Include checklists in your project templates and save more time. Refer to this extension's
Next Page