Contractor Access
How does a contractor log in to access projects you have shared with them?
How can i mass update Task due dates?
I check in plain and classic view but i can not do it. Is there any functionality on this? Thanks
Date & Time Settings the Configure Holidays
To set Holidays is Great Feature for time schedulling One good idea would be to make some holidays reccuring. Eg New Year is always 1st of the Year.
Notification when a predecessor task is completed and the dependent task can be started
Dear Zoho Projects team, Is it possible to get a email notification when a predecessor task is completed and the dependent task can be started. And if so, how do you set this notification. Thanks,
Blueprint in Zoho Projects
Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define. How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the
Files Organization and Management
I'm finding that managing files is difficult in Zoho Projects. There isn't 1 central "bucket" where all files live and can be referenced if they are uploaded inside a task or forum conversation. Has anyone found a great way to manage all files for a project without having to search through forums and tasks to find them? I think this is one area that could be greatly improved, but, maybe I'm approaching it the wrong way. Maybe I should be using a third-party such as Dropbox or Google Apps to manage
Relative Task Dates
Please consider adding the relative task date (or Reminder date, Start date etc, I mean all of the date types) type to date definitions. We require to set dates for specific report tasks which are normally defined as in a relative manner in our company such as "The last Thursday of each month". We require to be able to relatively define the task dates, task start dates, reminder dates etc.
Be able to re-run a Task Export with current data
It would be great if a previously run Task Export, could be re-run again with current data. In effect this would allow the saving of a Task Export as a template. By re-running the Report, the Filters and Columns would remain, but the data in the export would be updated.
Able to limit certain tasks/milestones to be viewable to different external contractors?
We are the developer of a number of construction projects and are hoping to use Zoho Projects to manage our schedule and share information. However, we have a number of vendors and contractors for every project and much of the information we wish to share is sensitive between different contractors. Is there a way to limit what each external contractor sees? Can we assign certain tasks or milestones to particular users or external clients, without giving access to the entire project? I have noticed
Zoho Projects - Google Drive Links
We are just starting to use Zoho Projects for Google Apps, and would love to see a nice Google Drive Integration. What we need isnt the same as a dropbox integration, that is - What we put in Google Drive should stay in Google Drive, not beeing converted to and from doc/xls-format. It would be much much better to be able to point out a folder in Google Drive for each project, and be able to attach documents from that folder (really just links). Of course it should be possible to browse my own google
How do you move a task from one project to another project?
In Zoho PM, how do you move a task from one project to another project?
Importing from CRM to Projects
Hello, I have about 300 files in a custom module in our CRM. I was going to try and "project manage" these from the CRM, but they are just too advanced to be able to track the tasks properly. I have them all exported to a .CSV file, but can't for the life of me figure out how import them into Projects. It will only me to add tasks, not entire projects. Please help. I do not want to hand enter each and every record. Thank you, Craig Brandon
Project Views Updates Coming?
I cannot find the thread but there was a comment from someone at Zoho many months ago that project Views would be seeing a big upgrade at some point with new functionality. I am curious if that is something we will see any time soon? I am attaching a screenshot from another software product we also use that allows us to easily create any type of view we want including the fields we want to group by and/or sort by. This seemingly little thing is so big that we still use this other product to manage
Productivity and efficiency per user
Dear Zoho Support, How can I obtain the productivity and efficiency per user? Is this function available with the express package? By productivity, I mean how many tasks is the user accomplishing per week, and efficiency could mean the % of task achievement in time... Do you have this in statistics? Many thanks, Denisse
Associate Issue creation ability
Namaskaram Zoho Projects team, On any issue, we can associate tasks and issues with the selected issue which can be described as below image. There is an option for created associate task from here as shown in below image. It is nice to have this functionality in associate issue also. Crafted with ❤️ Zoho Gurus | Zoho Projects Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
How can I reset the password for a user in Zoho Projects
We need to reset the password for a user in Zoho Projects. I am the admin portal owner and there was nothing to be found to do this. very confusing.
How I can move folders with documents from project to project
We need move files from project to another project. How I can do this?
Express Package - Limit on Task List Templates?
Hello Zoho Community, Have a simple question, do you have an overview of the limits on the task lists template? For the Project templates it iss stated on your pricing menu but not for the task list template. Please advise, thank you. Best Regards, Denisse
Inundated with Notifications
Currently, in the Zoho Projects mobile app, the Notifications is useless because it lists every single thing that every single user does across the entire portal. It should be an option to only see notifications related to you. While I'm here, other improvements that would greatly improve the mobile app: Ability to close and edit tasks while offline (synced once connection resumes) Sort Kanban by Task Statuses when you're viewing My Tasks (not just in a specific Project) Sort by Priority (not just
How to export all the hierarchical project elements (project, milestones, tasklists, tasks)?
I am trying to export an overview in excel, with all hierarchical elements of a project. I managed to export a list of milestones, and also a list of tasks. But the tasks were just in a continuous list, without the assignment to a task list or milestone. Is there a way to export all the hierarchy? When googling, I saw that I should export from the project view, but that view does not give me the option export, just import... If this does not work, Zoho may not be the right choice for me. Thank you
Disable all emails to clients
We do not want Zoho sending emails to clients without our explicit permission. Is there a way to disable all emails? For example, when I associate a project with a client, they get an email even though we have indicated that they should be opted out of all emails. Quite frankly, it is infuriating that the system is, essentially, sending spam to people just because we want to be able to track that they are associated with a project.
Gantt PDF Export Issue
It appears the formatting on the Gantt reports is not correct when exporting to PDF. In the image below, some of the columns become skewed using Chrome (version 80.0.3987.122) and Edge (version 80.0.361.62). Is there a workaround available or is this a known issue?
Launching Zoho BugTracker in Marketplace
Dear users, We are very happy to announce that Zoho BugTracker is launched in our Marketplace now. You can build your extension completely online, access your data from third-party services, and manage issues effectively than before. You can find our
Projects associated with multiple groups
Hi Support Team I was wondering if there was a possibility to file a project within multiple groups? Currently we have groups with multiple projects, but there doesn't seem to be any functionality i can find to have projects sitting across multiple groups (it seems you can look at projects by group, owner and client). Thanks for your help. Luke
Link project with Timesheet in Zoho Projects
Namaskaram Zoho Projects team, Please refer following image. In that, the marked text is not a link. But it would be nice to have that as a link. Because we can open the task by clicking that link. Crafted with ❤️ Zoho Gurus | Zoho Projects Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Creating a project in Zoho Projects on Deal closure in Zoho CRM
Namaskaram, Check the link to get an idea to create a project in Zoho Projects on Deal Closure in Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho Projects Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Project Templates - Add a Template Later
I've started a Project without a template and want to apply our template to it now, is there a way to do this?
Make Hyperlink as a type of field that can be added to Customer Layouts
I'd like to be able to add custom field type to both Tasks and Projects that would allow a browser to recognize the value as a hyperlink. The purpose is to allow the reference to external documents, web sites, etc. that will enhance the description of the task or project. For instance the task hyperlink field could reference a BRD document section or a bluepoint drawing. Yes I can currently add a plain text field, but then the viewer has to manually traverse the link.
Editing a taskcustomview
Hello, I'm trying to edit a custom view I've created last week and clicking on the edit/pencil give a nice blank page with the text `taskcustomview`
Project Comments - Copy/Paste no longer working
Projects Comments - Copy/Paste no longer working, nor is the @ function
Zoho Project for CRM is clumsy and not intuitive
Zoho Pdoes a lot of things right as a platform provider and I have to say the support we have received has been better than many of the other SaaS platforms we work with. However, they do need to improve the diagnosing experience with their customers and get rid of old streams of discussion that really only help to confuse many people using the most current version of Zoho products. That being said, Zoho Projects promises a lot of fantastic integration within the CRM and the users of the CRM,
Permision for users to edit task completion percentages?
How can I allow users to edit completion percentages of tasks and limit them from being able to edit anything else? The only option I see is to give users permission to edit tasks in general that they own or are assigned to. I don't want them to be able to edit everything about the tasks. The only thing I want them to be able to edit and update is completion percentage. This way they won't mess up budgeted hours, change dates or delete things on accident. Is this possible?
Reflect Deals Financial Stats in Associated Project
I am learning Zoho so please excuse if I misunderstand something. I set up a project, marketing campaign. Besides regular task management I see that projects can be associated with deals. My assumption was that if I do, I can then see the stats from those deals in the Dashboard or Finance tab of the project. I closed some deals during this campaign and associated them (had to create accounts for each contact just for that). When I look for any financial data, I do not see the amounts of the won deals.
user interface client
Dear All the client interface is still not making sens in project http://tinyurl.com/v7rlz42 why do you give access to that to client who can not create project task this is confusing i think the UI in project client portal should be reviewed thnaks
No task attachment icon next to Workdrive files
Hi, Not a huge issue at all but just noticed that the attachment icon doesn't show next to a task in the task list when a Workdrive file is added. Just nice to see which tasks have files attached... Best regards Jon
How to open a task from the timesheet entry
Hey, Is it possible to open (and edit) the task right from the timesheet entry? When filtering time entries in Timesheet view it would be really helpful to have a URL to click to the Task the time entry was made - is it possible? When I click o the time entry I can see details of it, but the Task number is not clickable (and I'd expect it to open the Task) - is it possible somehow other way to edit the task? See what I mean: it would be good have the task number being linked to the task to edit
Zoho Projects : Comments' area could be made bigger
Namaskaram. In Projects, comments on a task is very crucial for working collaboratively. From that aspect, the 'Comments' box right now is too small and could fit in only possibly two lines (attached screenshot). Suggestion : Would be nice to have a feature to make comments' area longer or even full screen on a single tap of an icon. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers
Associating a 'Task Layout' with a project shows already associated, while actually not yet
Namaskaram Projects team, we created a new Task Layout But now I want to associate projects with this new layout. However, it says "all projects have been associated with this layout" and wouldn't allow me to choose any project for this association. See the screenshot below for what I mean. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner 7+ Yrs | 200+ Projects | 100+ Customers
Better to include export details in the export timesheet email notification
Namaskaram Projects Team! Great work and love Projects App. Thanks so much! We have been using it meticulously to track our projects over the last almost 8 years now. A suggestion. Now, when we export a Timesheet in Zoho Projects, it sends an email notification once the export is completed. This is how the email looks like for example: In this email, a crucial detail is missing. it is very important to specify what options / filters were chosen for this export ; meaning what is this file? What is
Community Digest - January 2020
Product updates: Tags: Tag your work items using common keywords to help users quickly find the modules that are associated with those keywords. Clicking on a tag will then list all projects, milestones, tasks, task lists, status, and forums associated with that tag in the search result. New custom fields: Use new task custom fields - Currency, Checkbox, Percentage, and Date & Time, to capture respective data types in the task form. Project custom views: Customize the project list view based on selected
Next Page