Force or remind users to react based on User/Multi-User fields on Project/Task layouts
We want to remind or force our users to react to do specific tasks (for example approve a new project/task) based on the multi-user/user picklist fields. Could you add an option to these type of fields for them to be used as an automatic task triggering
Feed Portal
Everytime i go to check the feed of different people in the Company i scroll and see the comments but if i want to change something from the task (date, recurrence, etc) when i click it opens a window with the task information that i have to close to
"Gray Mode" as a third interface color option
Please consider adding a "gray mode" option for those who live in the shadows :) The "night mode" is too dark for the soul and the "day mode" is too bright for the eyes.
OneDrive Cloud connection for documents doesn't display folders from our shared company libraries (aka Sharepoint Libraries)
When we want to incorporate files from OneDrive we usually won't be using personal files from our OneDrive folders but rather we'll be using files residing on the shared libraries. The OneDrive integration does only show files from the personal OneDrive
Tagging Geo-location in Photos is now supported in the latest version of Zoho Bug Tracker Android app (v1.2.2)
Hello All, In the latest version of the Zoho BugTracker Android app (v1.2.2), we have brought in support for tagging Geo-location in the photos. The location can also be copied and the latitude/longitude info can be pasted in desired fields, if needed.
Synchronize complete folders in OneDrive integration for documents
First of all, this idea requires the synchronization of the Sharepoint libraries in the OneDrive integration. https://help.zoho.com/portal/en/community/topic/onedrive-cloud-connection-for-documents-doesnt-display-folders-from-our-shared-company-libraries-aka-sharepoint-libraries
"Task List" tags are not being displayed on the Task View
You let us define tags belonging to the task lists but they are not being displayed on the task list row.
"Expand Task Lists" button on Task view doesn't function sometimes
If you manually expand a task list containing tasks in it, then it starts to function and collapses/expands the tasks but after a while it loses its function again. You have to repeat the manual expansion trick to make it work again. Refreshing the page
Project Details pane doesn't fit into the window in normal zoom, doesn't resize the columns and doesn't have a horizontal scroller
The columns on the right side of the details page can normally be read in normal zoom levels (100% zoom) because they are way too wide but when you select any picklist item on the right column the window scrolls itself to the right and there isn't a way
Tagging Geo-location in Photos is now supported in the latest version of Zoho Projects Android app (v3.3.2)
Hello All, In the latest version of the Zoho Projects Android app (v3.3.2), we have brought in support for tagging Geo-location in the photos. The location can also be copied and the latitude/longitude info can be pasted in desired fields, if needed.
Gantt Chart - Multiple Projects
Hello, I have about 6 projects set up in Zoho and I am looking to see if it is possible to see all my projects on one gantt chart? Thanks Alex
Order by in Issues view
Having the option to "order by" the rows in the Zoho Project Issues screens would be ideal. At now it is possible only to order by "creation date", "last modified date" and "due date", but for example I cannot order my issues by severity or status. The option to order by severity is almost a requirement please! The option to order also by custom-fields would be great Order by all field is already available in tasks, please enable the same function in the Issues page.
Add "Checkbox" type of fields to project layouts
The "checkbox" fields are missing on project layouts. We require these type of fields on the project layouts to utilize them on ECN (Engineering Change Notice) projects to check "Affected Area" sections and to record manager/user approvals.
Create document folder/document template based on picklist selection both on Projects and Tasks
I've created an ECN (Engineering Change Notice) project layout and it would be really beneficial for us to have the ability to automatically create a document folder and also related document templates based on the "Affected Areas" picklist field selections
Copying data from WorkTime to Zoho
Hello! I want to try Zoho Project Management, but I have a couple of questions: 1. Is it possible to transfer data from other software? I'm talking about Jira/WorkTime. 2. If yes, in what format do I need to do it? XML? .MPP? .MPX? Thank you
Zoho Desk and Project Task Integration
I'm wondering if there's a way to more tightly integrate zoho desk and zoho projects. I have already looked at the Zoho BugTracker which does look like it would be great for our support agents to easily record a bug from desk. However this doesn't quite go far enough for what i'm looking for, as that only seems to integrate with the Bug area of a project. Is there a way to do something similar to that, but allowing support agents to make a task in a task list in zoho projects. This would be very
Recurring tasks
My team has to complete some tasks every day so we set up recurring tasks. These get duplicated though when we look at projects by Gant Chart view which makes. a project look messy. Is there a better way to manage recurring tasks so they don't create
Automatically assign Primary Client
When converting a CRM Deal into a Project, please automatically assign the associated Account as the "primary client'.
Who can view what in the project feed
Hi all. I am a little confused about the Feed tab and what the different project stakeholders can effectively do and see there. For example, I have client users enabled in a project and I noticed that they can post statuses that appear in the Feed tab. What can they eventually view of the Feed and Activity Stream timelines? Actually, I do not seem to be able to switch off the visibility of the Feed tab (red dot on the feed tab icon) in the "Project settings/Organize tabs/Client users" section, Can
Task role owner in templates
I am trying to set up a project template for our travel agency that is sales focused, so employess and staf involved, all know what tasks they are assigned for every new booking. In the owner column in tasks, i am only allowed to ad a specific person - available to the template project. I cannot add a role or profile instead, or at least not that i can tell. This presents a few set of issues: The sales person will not always be the same, so i cannot add a specific person. The only option i have
Filter Question
We use two main project groups - Internal and Client. I am using the brand new Zoho Projects. In the My Tasks view, I would like to filter tasks by a Project Group. For instance all tasks belonging to Client projects. If I click on filter there is an option to filter by project group, but it never works for tasks. No results are ever returned. Please advise. Thank You
Easier & faster change sequence of Tasklines in Projects + Easily send tasklines to Top or Bottom of list, or to another project
Hello, To make the moving of tasklines easier/faster, and create a better/faster user-experience, these changes could be really interesting : - instead of the 3 dots (top-right) with option : "Reorder task list" => create next to the taskline (just as next to a task) the move-icon (6 dots) so a user can immediately move the taskline to the desired postion (of course then also closing the taskline with all tasks under) => dont need to go to the top-right of the screen + then select "change order
Creating Zoho project when a deal is won
Hi all, I have used the below to create a new project in Zoho Projects when a deal is closed won in Zoho CRM. createMap = Map(); createMap.put("name",ProjName + " " + "AML/CFT audit"); createMap.put("description",Description); createMap.put("start_date",startdate.subWeek(1).toString("MM-dd-yyyy")); createMap.put("end_date",enddate.addWeek(3).toString("MM-dd-yyyy")); createMap.put("template_id",TemplateID); createMap.put("layout_id",LayoutID); createMap.put("public","yes"); createMap.put("owner_id",UserID);
Project > Tasklines > Tasks + Preview of selected task in side-window (as in preview selected mail in mail-list) / fast editing (as in Jira & Mail clients)
Hello, In alignment-meetings with teams it is very handy to go over all open tasks within projects to discuss & have further (status)updates and at same time edit or update tickets/tasks. Instead of opening each task (under the TaskLines) and edit/update each opened task in a seperate window/page, it would be extremely handy (and time-winning) to have a sideview (half page) next to the list of tasks under all TaskLines (as in a preview of a selected mail in a mail-client, or as it works in Jira)
Multi-select TaskLines = Move to other project (eg. splitting projects)
Hello, Would be really handy to move several TaskLines in single action to another project. This can be especially handy if you decide to split bigger projects to smaller projects. Today we need to move each TaskLine seperatly which is really time- & action-consuming. (is same principle as moving multi-selected tasks to another TaskLine) Is this a feature that could come available in next releases? Best, Yannic
Multi-Project & Tasks overview with all tasklines & tasks from selected projects (possible to create own views)
Hello, On having efficient team-meetings, it would be really handy to have a (own created) view where several projects (and tasklines and tasks) are visualised in a single page-view (this for fast alignment in team-meetings). Today we need to switch to each project seperately, so this would be a really efficient feature in Projects for team-meetings and people responsible for different projects (but working with same team/s of people across different projects) Best, Yannic
[Projects] Invite email in English, and not personnalized
Hello, A Client received an email from support@zohoprojects.eu in English with a little mention of our brand... It seems that the invite email isn't customizable... since several years of asking. How ? why ? I need them to be customize as the others. Telle me that now we can, thanks.
Tip 51: Time log restriction based on work hours
Timesheets are used for tracking time logs of task, issues and approving them. You can control the number of hours a user can log into timesheets. Businesses enter into agreements with their customers that stipulate the number of hours a job can take and the rate at which it is billed. Logging additional hours would mean an increase in billable hours. Zoho Projects lets you restrict time log entries based on work hours (planned hours) allotted for tasks. A user cannot log more than the allotted
Comments lost in recurring tasks
Is there any way to keep comments in one continuous thread for recurring tasks? It would seem that as the task is closed and then rolled to the next date (weekly or monthly interval) that all comments are lost once the task is completed. Can anyone suggest on how to keep these comments intact?
Release Milestones - what they are
In Zoho Projects, what is a Release Milestone ? Could you give me a synonym term for that concept ?
Task Comments Permitions
I have a suggestion. You can give the capability to the user in specific comments to give permissions which user can see it and for the other can be hidden. Of course default is all and then you can pick. I suggest this Idea because we constantly have a minor problem when in one task there is collaboration between managers and employees. The problem is that we can not say all thinks public. For example "i do not like his presentation but lets give me a second chance etc etc. So we change messages
Multi-select and Multi-user custom fields are now available in the Zoho Projects iOS app!
Hello All, In the latest version of the Zoho Projects iOS app, we have brought in support for multi-select and multi-user custom fields within the app. I have attached a GIF of the Multi-select picklist field below for your reference: Below is a GIF of the Multi-user picklist field for your reference: You can add the above custom fields from the web app (projects.zoho.com) and the same will reflect in the mobile app after carrying out a portal refresh in the mobile app. Please follow the
Zoho Projects 7 : what a great upgrade !
Hello dear Zoho Projects team, Just wanted to say : what a great & streamlined upgrade !!!! Looks so much more professional & clean, the UX is great ! (also much softer on the eyes & viewing, logical steps, use of colours, simplicity of the interface, etc) ! Really great, what a improvement, congrats to the dev-team! Best, Yannic
Google Calendar on Projects
hello, this is a very good feature but has a litle bug. When you want to add an event the time is always 1200-1200 as in image. Can this take the task time because we have each time to just clone the task hours there wehile we could only just create an event with one click thanks
Projects - Change Administrator
I don't see a way to change the administrator. In a very fluid and growing organization, I hope we are not stuck with the admin we started with? Is there some sort of work around for this?
Converting client users to company users
Hi I wonder if you can help? I would like to give greater access to the projects I am working on for a client. Can I change a customer user to a client user - that is to give them the additional functionality of a "manager" in company? Is there a downside to offering this level of visibility? (All tasks are set to external visibility as all work is visible to this client.) I only want them to access the projects module, not CRM, Books, etc. I think that this would be the case is they are company
Hay alguna posibilidad de compartir el diagrama de Gantt con algún cliente para que vea los procesos en tiempo real?
Quiero ver la posibilidad si mediante una URL el cliente puede acceder a la vista del proyecto y los progresos del mismo. Cualquier variante para que no tenga que ingresar a una cuenta
Zoho Projects API - Create Task 6500 - BUG
Hello, Would you please check my logs for create task requests? They are returning 6500 although the request is formed exactly as the docs require. Please patch ASAP.
Is there a possibility to display more than 10 kanban buckets?
Hello, I want to use Zoho projects for my annual planning. But only 10 buckets are displayed on my kanban board. Is there a way to increase the number of buckets displayed on the board? Kind regards Stefan
Tip 44: Annotator for Zoho Projects
Images can convey any information in a more meaningful manner and sometimes you may want to annotate them for further clarity or better presentation. The annotator allows you to add more context to the images by letting you: Highlight portions of an image Write comments on them Blur or smudge confidential information The annotator option is available when you add attachments in Zoho Projects. You can also try the annotator plugin to capture and work with images from any webpage or screen.
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