Kanban - NEED HELP
When I'm in Projects and looking at the Tasks in Kanban, looking at the Status section... how do I change the main categories? Right now it only shows open and closed, but I need it to show more than Open. I've tried to change them but the screen it sends me to is blank! Help?
Setting Task Order in Classic View
Hello- I've tried everything I can think of. Created a pretty basic template. The order is correct in the project template, but when I create a project, the order is strange. How do I set the correct order of the tasks and milestones? I'm inserting and example. If you look, tasks are appearing before they are even supposed to be started. Thanks!
Publishing Blueprint "Error Occurred. Please try after some time."
When I try to Publish a Blueprint I'm getting this error. It's been days I've waited. "Error Occurred. Please try after some time." What can I do?
UI Suggestion for External Task Lists
When a Task List is external, there is very subtle light gray text next to it like so: Task List 1 (External) IMO it should be exactly the opposite: Task List 1 (External). This is something you want to call attention to so that internal company information is not accidentally shared. Thanks
Unclosable window
As soon as I enter our company project are the splash-screen appear: http://prntscr.com/oohozj And it's impossible to close it. Could you please help me in closing it as it's completely impossible to work when it's open and can't be closed? Thank you in advance, Dmitry Ogdal
Issue with Custom Fields In Custom template.
Hello Team Zoho, This has been a issue where we are unable to Change the column width of the custom fields individually when we are customizing template. It is always changing for all. In many cases there are custom fields which are not always of same width. There should be a individual column width for each custom field which has been added to transactions.
User wise open issues & open task for all projects (Single Page report)
Dear all, As a manager I want know all projects status with user wise open and closed Issues and Tasks in single report. Please Help. regards Krish
Tip #31 - Dependency across projects
Dependencies across projects are often inevitable. While launching a product, there is often a myriad of functions to look into. For instance, a product cannot be pitched in the market until all aspects are thoroughly tested. Even as Sales and Testing are two different departments in a company, their tasks might overlap, causing dependency between them. Zoho Projects help you track your tasks easily and assists you in handling dependency a little more better. E.g., you can link the tasks of a Testing
Is there any way to customize formatting of Gantt charts?
Can I prevent automatic page breaks when creating a PDF? I can get a workout around by using the print option and scaling to fit one page... but that is an outrageous solution. Can I somehow control which column headers show up and the widths of each? If I use the print option I lose control of hiding columns like who a task is assigned to. I would like to get rid of the "None" and "General" headers on my task bar. Why on earth are those there? This may be due to have I have my tasks and subtasks
Remove or re-assign Task sync from Project to CRM
I have a project template that has a lot of tasks & tasks with long checklists. This project gets re-created and repeated every 2 weeks. From within the project template creation place, under each task's 'other actions', I've checked 'Add to Zoho CRM' for all the tasks. Now I want to either stop some of the tasks from being sent to CRM, or re-assign some of the tasks to another user. I can't see any way to do either, whether in the Template (which is most preferable) or at the active project level.
Project Budget and Billing Method
1. How can I implicate my filed from Task to Projects main page. I find a logic with a formula field, but no formula field in Project Layout. 2. Is there a possible way to be added other Billing Methods in Project Budget, because in some cases we are not measuring the hours and staffs and than this function is useless for me. (and this is predefined by you field is where I can't add a things). Please see my attachments
Cost Control for Cosntruction Projects
Hello, we are a "turn key" (Engineering, Procurement and Construction) company and we strongly need a solution to control the costs of oou projects. We are currently using Zoho Projects to control activity scheduling, however your app lacks the tools to control budget. Actually you can control budget, but only worked hours. This is a huge lack of functionallt since in construction projects supplis normally weight for about 65% of the total project cost. Hope can include this functionality in the
Project Layout, main view and exporting data
Hello Zoho Team I have some questions/ problems to ask abut because I couldn't find a solution in the tool. 1. How can I extract all Projects with all Tasks and customized fields inside (because I need my customized fields for example formula based). Have tried with DATA ADMINISTRATION > Backup, but it just gave you the already customized fields by you. If I want to export all Tasks with my customized field, I have to go project by project and it doesn't make a sense to do for a lot of projects.
Unable to use the Projects pages with IE11
After testing our Zoho access on a number of devices and browsers, I have come to the conclusion that the issue is with the IE browser. The Projects pages work fine with Edge and Chrome (laptop and android phone). I have tried IE11 on three separate devices and the behavior is the same. The Issues link (on the left hand side) does nothing. The screens don't have the fields on them that I'm expecting and even links to "Sign Out" and "Contact Support" from the my profile link in the top right corner
Cambio de la dirección email del usuario
¿Cómo puede cambiarse la dirección email del usuario? A los no administradores se les borra y se les crea de nuevo, y resuelto. Pero ¿Cómo cambiar la dirección email del administrador? No aparece ninguna función de ese tipo baigorri
Sort the columns in Issues view
Having the option to sort how columns appear in the Zoho Project Issues screens would be ideal. At now it is possible only to enable/disable a column, but no to choose the order in which columns appear. This is possible only in tasks. Please enable the same function in the Issues page
Adherence to plan report
In addition to calculating hours planned vs actual which is already in the reports, it would be great to also be able to get a report for days planned vs actual and get an adherence to plan percentage. I noticed it already gives the number of days late when a task is 100% completed, so the information is already available. So in brief : ((Actual days taken - Planned days )/ Planned days ) * 100. Thanks!
Allow user to manage Bug Tracker notification
Having the option to allow users to manage Bug Tracker notification would be ideal. At now only administrators can manage events to notify (picture attached), but each user should choose which notifications receive via e-mail. This function is already available in Tasks, please enable the same function in the Issues page.
Need to Restore a Tasklist and it's Data
Hi, By mistake, I have removed a task list. Urgently looking for a wayout to restore the deleted task. Any help would be appreciated. Thanks, Bhargavi.
Two project link
Hello, How can i link two zoho projects
Where is the copy task feature for just single level tasks
Hello. Where is the copy task feature for dependency or even main level tasks? I see you can copy a task list but not an individual task. I must be missing something obvious. Please advise. Ryan.
Zoho Projects integration
How do I integrate Zoho CRM and Zoho Projects? My CRM accounts are the ones for the Projects. How do I import projects from excel into Projects?
I am not seeing half of my tasks in KanBan view
KanBan View Hi there. I read a post from the end of 2017 mentioning that Tasks inside task lists and subtasks will display in KanBan view. It seems there are still not displaying there, can that be true?
Feature requests that have gone ignored or unaddressed - Kanban, subtasks, blueprint, layouts
I've seen several major things that people requested a long time ago, which Zoho said was on the roadmap and would be worked in, that have still not been done. With some of these we're talking a year or longer that these were brought up and still have not been addressed or implemented. Custom Project Layouts We can create custom task layouts, but we're only given one project layout. Why on earth can't we create custom project layouts like we can task layouts? This should be a simple thing, and it's
Report showing Tasks for One User across all Projects
Hi, I can create a view of a user's tasks within a Project, but can I create a Global Report across all projects showing a particlular user's allocated tasks? I need to monitor workload and performance at the user level. Thanks.
Project Intake Management - How do you handle this in Zoho?
Has anyone configured Zoho Projects to manage project intake requests? This would include such things as fielding and acknowledging the initial request for a new project, assessment of the project, prioritization of the project, and approval/deferral/rejection... I know Zoho isn't a Project Portfolio manager, but I'm curious if anyone's devised a way of managing the 'incoming' with the tool. We're currently managing this in Excel manually and its very tedious and siloed.
New user - Zoho project enterprise -
Hello I want to create new user - for all user I have the message "L’e-mail que vous avez entré appartient à un autre déploiement/région"" My url is in .eu When I'm connect .com, it's the same problem.
What is the right way to audit overdue tasks / milestone?
Hey, I planned a project and start to work, for various reasons there are delays of tasks or milestones. If I change the due date, I will not be able to identify at the end of the project that there were failures in project planning. Is there a right way to do it? Thanks, Gal
View Only Users for a particular Project
Guys, We want to have a profile for a project (Private Project, and not public) where the profile has View only access. The users under that profile can only view everything but cannot create or edit or delete any records? How to achieve that? Thanks
Zoho Projects for Gmail
We tried activating the Zoho Projects for Gmail add-on but we received the following error from Google: Sign in with Google temporarily disabled for this app This app has not been verified yet by Google in order to use Google Sign In. When will this be verified with Google, why was it not done prior to release?
New URL field should be a clickable link in Reports
The new URL field in Projects would be so much more useful if when included in a report, it would be a clickable link. Both Live reports and report exports sent out on a schedule. That would be very, very useful!!
Tip of the week: Public, Private and Individual chats
You can chat within a project in three ways. A public chat room is a place where any user in the project can join and participate in the chat. On the other hand, a private chat room is visible only to its participants. You can specify which type of chat you want when you create it. This can also be changed at a later stage. You can also have individual chats with any user in the project. To initiate such a chat, just click on the user you wish to chat with in the 'People in this project' list, in
Client Users can't see any Issues
I added a few Client Users to a Project and gave them full access to All Issues in Permission Settings, however, none of them can see any of the Issues in the Project. Am I missing something? I don't even see them when I go to add Followers or anywhere other than in Users.
calendar in iPhone app?
I'm considering switching over to zoho projects, over from teamwork.com - are you planning on adding a calendar in to the iPhone app? im not talking about 1 way sync to the iPhones calendar app, I'm talking about a built in calendar in the zoho projects app that lets us create and edit events.
Further Improvements to the Zoho Projects API
Under the Zoho Projects API documentation for Timelogs, there is an option to get all user time logs, but not to get time logs from a specific date range. Upon further research I learned that Zoho people's API has that functionality. It would be great to add that functionality to Zoho Projects rather than going to a completely different service to do this. This is forcing users to overdevelop for functionality that is already present in another service. https://www.zoho.com/projects/help/rest-api/log-time.html#alink2
Project overview fields and deleted entities
Dear Zoho community, Please help on these queries, 1) We want to get project overview informations like project category, pm contact, type and client using Zoho project api. We already set flag to access project overview information for those projects. Still not able to get those fields using Project API. Let us know how we can get those fields using API? 2) Is there any way to get deleted entity information like logs, tasks, project and users using Zoho API? We assume soft delete on your side. Currently
Creating Extension for Zoho Projects
Hi! I have installed the node.js and and zoho extension toolkit . when i run $zet validate it shows me the error how to fix it?
Unable to set Task Status using Zoho Project REST API
I went through all the documentation for the API and did many tests. I am able to GET the task's current status but i would like to be able to set the status using the API on CREATION or on UPDATE but can't find any way ?? Is there a trick i missed or can you tell me if there will be a new version of the API soon because it's lacking many functionnality like being able to read the "Start after X hours" of the project templates. Thank you.
Why can't project name column be resized = huge amount of wasted white space
Please look screenshot. Every other column can be resized. All the wasted white space causes the user to have to scroll horizontally if they have several columns they want visible. Thank You
How do you do plan projects in Zoho Projects when tasks can exceed budget and "Budgeted vs Planned" only syncs every 6 hours?
I'm just getting started with Zoho Projects (and other Zoho products). There are many great features and some that could be improved. However my biggest shock/surprise in terms of limitations is in the Project Planning abilities. These are two issues I see as major problems for planning projects; If I create a project with a budget of 100 hours, Zoho allows me to input tasks greater than 100 hours. I can only refresh/re-sync "Budgeted vs Planned" every few hours (the portal syncs every 6 hours, and
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