Zoho projects - Invoices
Hello, I would like to know how I can bill the projects directly from Zoho Books. I currently have all the integrations enabled, but I am not capable. I can only bill from Zoho Projects. I would also like to know if you can bill a project with a fixed cost from Zoho Projects, regardless of the number of hours. Finally I would like to know if I can invoice a pack of hours in Zoho Projects and as the project progresses, the previously invoiced hours will be discounted. Thank you,
Can't Delete Link Issues options
We're currently using Bugtracker to follow up all our BUGS with our Dev team nevertheless we just use one of the LINKED ISSUES options (Blocked) and we want to remove all the others given that they lead to confusion amongst the dev team Is there any way to do this through Project/Bugtracker or on your end? Please let us know Kind Regards. Christian Lundstedt / Innovasoft
BUG - Task List selection of a Task
Steps to reproduce: 1. Go to Classic View. 2. Click on a Task List. 3. Now click on the first Task in the Task List. You will jump to a screen with that task, but the other tasks that should also show up on the left disappear (this is the bug). 4. Now select a different Task List from the dropdown selector on the upper left. Once you select a different task list you'll see all the tasks as you should have on step 3. Thanks
Issue Workflow
Dear Sirs, I'm just a beginner in Zoho Projects. I need to configure a Issue management workflow, where certain user may insert issues, and other users will have the responsibility to evaluate, prioritise and dispatch them to the appropriate solutioning. Where can I find an example or a manual of how to conifgure Zoho Projects to generate Issue Management workflows? Best Regards.
Timesheet export all projects
It used to be possible to export the timesheets for All projects/All users by selecting the 'All' option in the 'Users' field. However this option now returns no results and it appears that all users need to selected individually. Is the 'All' Users option now redundant?
Project margin and profitability
Hello everyone We're a using Project, Invoice and CRM We delivered Customer Project (professional services) We're a looking for an easy way to follow margin and profitabilty based on : - Our initial estimate of the project - The worked hours based on specific cost per profiles - External expenses for subcontractors We would like to follow the ongoing margin during the project and to generate a final report at the end of the project Any help for us ? Thanks Raphael
Log User
The user did not access the zoho projects platform and there was a notification of tasks and in the logo presents that carried out an action. However, the user does not access the platform has 1 week. See attachment
Google Tasks Not Added To Task List
My account is setup so several tasks are added when a new project is created from a project template. I have integrated Zoho Project with my Google Apps account so the new tasks will be added to my Google Tasks. However, when tasks are added in Google, they are not added under an existing Google Tasks List like it is with Zoho CRM. Instead, every project milestone creates a new task list in Google Tasks. Then the tasks belonging to the milestone are added under the new list. This is a problem.
Notifications documentation and verbiage confusing and likely to cause errors.
We've been trying to figure out why some of us have been not getting extremely important project notifications. Today I figure out why. Please review the attached screenshot and consider updating the verbiage on the notification settings page so it does not confuse users, and also updating the documentation. Thank you for listening.
Creating Project under group w/Deluge
In Deluge, I need to create a project in Zoho Projects under certain Groups. What is the Deluge way to access the group name and ID in Projects? Thanks.
Make the presence of subtasks more obvious
We often work from Kanban view and when opening a task, the presence of subtasks is at the bottom of the screen (and depending on monitor size, off the screen) and tucked in with the Comments, Subtasks, Log Hours, Documents, etc. The presence of subtasks within a task is not clear. Suggestions to improve UI: If closing the parent task and there are open subtasks, display a warning prompt that there are unclosed subtasks. This would help prevent accidental closure of subtasks. Add a visual indicator
Delete an uploaded file
I had uploaded a document in document 's tab and I cannot delete it in order to upload a new version. Any idea?
Zoho - Please Fix Task Alignment
Please see attached screenshot, as they say a picture is worth a thousand words. Thank You
reports: timelogs per milestone
is it possible to see project time logs broken up by milestone?
Chronology Gantt - Milestone View
Hi, Chronology view needs some updating. its too confusing to switch between task view and milestone view we need a way to sort the milestones (prefer by project) we need a way to SHOW the milestone name IN the actual chart please give us alternating colors between lines (shades of grey alternating) so we can more easily identify which line corresponds to part on the chart) the ability to complete milestones from the chart hover over them for more details (instead of click on them) please see screenshot
User Interface Idea of the Year for Projects :-)
The filtering function is incredibly useful and powerful. It would be even more useful if (optionally) every time a filter was selected it did not close the filter box. See attached screenshot. This would allow a project manager or user to slice and dice tasks in many ways without having to endlessly reopen the filter box. Thank you for considering.
Domain mapping access to zoho.projects.com
Why don't you provide a full domain mapping access to zoho.projects.com like this is already possible for discussions.zoho.com ???
failure to generate token access
Hello, I want to get a token to connect my Qlik Sense application to the rest API of zoho project. but when you follow the steps of Authentication OAuth2.0 I can not continue, since it asks me for an Authorized redirect URIs and I do not know where to get it to be able to move forward. I hope you answer. Thanks so much
How to get master data list for task status
How to get Master data of task status, task severity etc through API
Getting strange subject in Update emails: "Predecessor task marked '$0' in $1"
This just started recently. I'm getting task update emails w ith this subject "Predecessor task marked '$0' in $1" . The body of the email looks correct, indicating the closed tasks with a line through them and indicating the Successor tasks. What could be causing this? Thanks
Redacting support for TLS v1.0 and v1.1
Dear Users, We hope you are enjoying your journey with Zoho Projects. Over the last few months we have rolled out several new features and have enhanced our security protocols. To ensure that your data is transmitted securely and to conform to the latest PCI standards we will be moving to TLS v1.2 from November 1st 2018. The older TLS 1.0 and 1.1 will no longer be supported. Users who use secure servers and browsers to access data and APIs from Zoho Projects will have to upgrade to TLS v1.2 to
Project profitability
Hi, Is it possible to follow-up project profitability in Zoho Projects (or Books, but in this case it might be good to have a link between projects in Books and projects in Projects) ? I saw that I can set a budget and register expenses in Zoho Projects but what would be really good is being able todefine a cost by employee so every time he logged an hour on a project, it increases the expenses (and increases the revenue if the project is billed based on employee hours). Is there a way to achieve
create a user group
How to create a user group, to associate with a task. For example department development
Pulling Log Time for all Time Keepers
Zoho Project is one of the best project management apps that i have come across. We have adopted it for our project management company wide. We were just about to begin using the time sheet functionality....well until we realized that the API functionality only supports the capability to retrieve one time keeper, the one associated with the Ticket. Very disappointing. It seems so illogical to not have this functionality. I have seen that others have wanted this capability too for some time. Is there
Change portal name
We have created a portal with name "acclyne" and ended up deleting it with the intention to create a new one but now we are not able to create a new portal with "acclyne" name which is our company's name A portal with this name already exists. Please try another name.
Absolutely need to turn off auto-email notifications
Hello, Our email inboxes are getting swamped by the deluge of Zoho Projects notifications about every little change. This seems to happen even when i uncheck the notification check box. The tool is great but it's spamming our team and most importantly it's spamming our clients. The last responses on this topic are from a year ago. Is there any progress with turning this mindless emailing off? At this point we'd rather have no email at all than this.
Docx / Xlsx files being cataloged as .Zip when attached to a Bug
Hello there guys, Just as the title implies we're having certain issue given that when we attach a .docx / .xlsx file on BugTracker it's being indexed as a .Zip file and when we try to open the file directly from the browser the "Default" app to Open it is automatically directed to WinRaR/7zip/WinZip which gives us an error Apart from that when we select that we want to open that file with any other App (Office in this case) the browser itself resets after we close this window/thread and we have
Link from a 'project' set up in Zoho projects to the Account it belongs to in Zoho CRM
Hi There does not seem to be an obvious link in ZOHO Projects back to the Account in the CRM. There is a link from the account in CRM to projects for the client in Projects but not the other way round. Is this deliberate, an oversight or am i missing something? thanks PK
Please Allow Custom URL Field
I was attempting to create some custom fields for projects and tasks that would allow us to enter links. For instance when a task relates to a G Suite document I would like a field for the user to enter that link. And I would like to create a link for the main G Suite project folder with a custom project field. However for some reason a custom URL field is not an option. Please consider adding one. Thank You
Custom domain and collaborator portal in Zoho Projects?
I was under the impression Zoho Projects provided a "customer portal" feature with the ability to customize the domain as well as the look. Any clarification and instruction would be helpful. Thank you.
Client user can't access bugtracker
I added a client user to my project, and he can log in and see the forum, but can't see the bug list. Did I do something wrong when I added the user, or do client users not have access to the bug list?
Email Replies to Forum Notifications not Posting
I have seen this happen a few times in the last few days where I'll receive an email notification from a forum where I can tell that someone has replied to a notification email via email (has the heading and everything) but the message is missing. Is there a bug with the email response? Is anyone else seeing this issue?
How do I reorder tasklists in a Project template?
Hi, How do I reorder tasklists in a Project template? When I look at the template in Gantt view, my tasklists in each Milestone are in the wrong order. What I put in last is first and what is first is what I put in last. Is there a way to change this without starting over and putting in my tasklists backwards so that they appear in the correct order?
How can I disassociate / Delete a client from a project
Once I associated a project with a client in CRM, when I try to Delete the contact from the project I get this message "Do you want to remove this client & client users from this company" this looks to me like it's going to delete the client from CRM. I don't want to do that. I just want to dissasociate the client from the project. What I actually want is to remove all the client contacts from the Client Users. I want to be able to associtate a project to a Client but I don't want any "Client
recover wasted screen space
Yes, Zoho Projects has a clean look and feel but it’s wasting too much screen space. Just look at “Save Results To:” (upper right) stealing screen space from what could be another task like. Why do I need Chat/Channels/Help permanently occupying space (lower screen) Please consider making the UI more screen efficient.
Help - subtask and change date on schedul
1) In the timeline the subtask is able to have date higher than the task. How to block? it would be possible? 2) Would it be possible at the time of the task date change, trigger a flow to be approved to change by an administrator profile? The objective will be to avoid changing the entire schedule
How to get the portal ID using REST API V 2.0
What are all the parameters i should pass to get the ID of my portal in REST API V 2.0? Anyone please help on this..
Bugs/Issues custom fields do not sync with Zoho Reports
Hi, I have added a couple of custom fields to the bugs/issue tracker in Zoho Projects. I have setup an integration between Projects and Reports and synced the data. I didnt manage to sync the custom fields to Reports ? With other tables like Tasks and Projects it works fine, also using custom fields. Is there a reason that for Bugs this does not work ? Regards, Peter
How do you export ALL bugs?
Hello, I found the Bug's export feature on a per-project basis, but I need to export all the bugs for all of the available projects. Is there a way of doing this? I can list all the bugs if I go to the "My bugs" section, and remove the "All Open" and "Me", but the 3 bars icon on the right side does not have the Export option like it has when you're viewing a single project.
Completed Tasks Analysis Reporting
Is there a way to pull a global report for completed tasks and projects against the time allocated for the task compared to the time taken? I want to use this for efficiency analysis. Cheers, Andrei
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