How can I export bugs from Zoho
One of our clients that we have been tracking bugs within Zoho Projects for are moving to Jira. I know about the Export function but that does not export the bugs and all the commnets within the bugs. Please advise if there is a way to export to a CSV file to then provide to the client. One additional complicating factor is that obviously we have multiple clients in our instance of Zoho and we are looking to export only one.
Resource Management
First of all there should be user level other than those that are there. For example a Project Manager and then developers and PM can choose what developers to be on which project. Also, PM can see the remainig or pending tasks for any dev or subordinate he wants. Also, there must be resource detail as to what time and date he is busy and with what task or project.
Bug tracking: Kanban view mode
Hi zoho team, Can we show more information on zoho Kanban bug viewer? Like the number of bug/item in column (Open/Close). Regards
Critical Path in Zoho Projects
Hard to manage tasks within your project deadline? Not sure of the task delaying your project? Critical path is here for the rescue. Using critical path, you can focus on tasks that need to be prioritized and manage your resources based on the critical and non-critical activities. Learn more on Critical Path If you have any questions, do comment below or mail to us at support@zohoprojects.com.
associate tasks with other tasks
I love the feature, where you can associate documents to a task. this saves us from having to upload files again in to a task. instead, we are able to just associate a document that has already been uploaded to a project, which saves us time and storage. being able to do this is important to our employees out in the field. they open a task, and see a file that is relevant to what they are doing at the moment. I think it would be tremendously helpful if we could do the same thing with tasks. allow
Invalid client Id error
Hello Team, Hope you are doing great ! We would like to inform you that we work on API and we get few things authentication token , client ID, secret key and grant token but after that when we try to get reresh token it show invalid client id error. Kindly let us know how we resolve this ASAP Thanks
sharing templates in some kind of an open source community repository?
Are people able/willing to share their templates in some kind of an open source community repository? That would be SOO helpful in getting people up to speed quickly! Thank you, Kenny
Pass users name in webhook
Hi, I have created a webhook in projects that calls a Zoho Cliq Bot API Endpoint. The webhook is fired by a business rule whenever the status of an issue is changed. The webhook then calls the Zoho Cliq Bot which is programmed to post a message to our development channel, to let all our developers know that the status of the issue has been changed. This works perfectly, the only thing I am not able to do in the Cliq message is mention WHO changed the status of the issue in Zoho Projects. Is there
Being able to set different Date & Time settings for PROJECTS not just ORGANIZATIONS
Hello there!! As the title implies we just noticed that we can't give different Date & Time Settings to our projects and we have to set it as an "Organization" which is very annoying Are there any plans to give us the chance to set different Time / Dates settings for the Project level instead of the Organization itself? Kind Regards Christian Lundstedt
[organization] How to manage projects' priority
Hi dears, we love zoho project, I'm wondering how do you manage projects order. We are used to work in this way: When one of our colleagues complete a task, and he is ready for committing to a next task, he scroll his tasks, ordered in project priority, and usually pick the 1st available/assigned task with the highest project priority. This organization worked very well in the past for us, but we are not able to do the same in zoho projects. We have dozens of projects. And it is difficult with zoho projects,
Milestone start and end time
Hi, 1) The milestone end time does not adapt to the end time of the task list related to it. I have to change it manually. Is there a way to make it automatically? 2) Is there a way to create a single Milestone, for example of 0 days of duration in order to denote an important event on the gantt? Thank you for your time.
Auto calculate start date and end date of parent task from subtasks?
Hi all, I am wondering if it is possible to let Zoho project calculate start and end date of parent task from subtasks. I has created a parent task and 2 subtasks as follows: - Parent Task #1 - Sub task A (start 27/04/2016, end 27/04/2016) - Sub task B (start 28/04/2016, end 28/04/2016) Unfortunately, the start date and end date of parent task did not automatically calculate from subtasks. I have to manually set start/end date of parent task. Is this normal behavior? Or did I do something
Documents/Google Drive integration is limiting
The Zoho Projects Documents paradigm only allows documents to be uploaded to Zoho Projects. That can be very useful. But many project oriented firms maintain a project folder on a document management system where all project documents must go, whether that's a network drive or Zoho Docs/TeamDrive or G Suite Google Drive or whatever. For instance, we maintain all our docs on G Suite Google Drive. We need to be able to link to those documents in Projects. Instead all Zoho Projects Documents does is
API
I can't undergo authorization on API. On an istruktion I send request for receiving. get grant_token (dont work) get grant_token has been taught on the website
New Status option not available in My Tasks - Kanban - Organise By
I'm trying to use the Kanban view to manage my tasks having now setup new status codes. The organise by "Status" appears in the Project Tasks Kanban View but does not yet appear in the My Tasks Kanban View In a Project view - Kanban Organise by In My Tasks - NO STATUS OPTION
Print Task Report to PDF?
Is there a simple way to print a task report to pdf? The only option I see is to export to Excel, which loses outlines and is not a very good way for sharing with non-zoho users who we just want to email a nicely formatted task report. Thank You
Reporting of booked vs actuals for all running projects
Hi, I was looking for some reporting or an export of the data to see a complete view of booked vs actuals for all the projects we have, I currently can only find it for a single project. Is this possible? Thanks, R, Koen
Due Date Popup to navigate to a date/time relative to what was set in the Start Date
It's slightly frustrating when creating new tasks. It would be good if the Due Date popup screen would navigate relative to what was selected in the Start Date. In the example below, I have selected 15th/Sep as the start date. When I click on the Due Date, the popup screen navigates to todays date instead of fast forwarding to the 15th/Sep (which I think would make more sense IMO) Example
Can't add users to projects
I have done it hundreds of time but it suddenly stopped working. Adding a user to a project. Normally click users then 'add users' and start typing the person's name in the contextual dialogue box. It fills in the name for me. But now it's doesn't recognize any users. I have tried on existing projects and the same problem exists. Zoho Projects is as good as dead. I need this fixed ASAP. thanks
Teams or Departments in Zoho Projects
Hello, Wondering if there are plans to implement the Zoho Desk teams feature in Zoho Projects for task assignment? Often times, we assign tasks to a department rather than a person. Also in project templates, we don't know the specific person who will do the work, but we do know the department. Seems like if this were implemented the utilization report would also have to be by team. Looking forward to your response, thanks!
Critical Path
Is there any way to denote the critical path in a project? In MS Project it has a red outline
How to properly manage Budget/Profit?
My business has the need to control the Budget/Profit in Zoho Projects, so how we can we do it properly?
Overdue open tasks that are changed to future dates and updated are still showing as overdue.
Has anyone experienced an incorrect update for overdue tasks in Zoho Projects? When a manager changes the due date on an open task that HAD been overdue the task still shows as overdue, even though the actual due date is now “on time” or in the future. Thank you for any input!
Get custom fields using Projects API
Hi! I'm trying to create projects with custom fields via the API. I need the ID's of the custom fields, and I'm using https://projectsapi.zoho.com/restapi/portals/XXXX/project/customfields/?authtoken=XXXXXXXXXto get the list of those ID's. However, I keep getting the response "internal exception". Any idea how I can get the list of custom fields? Thanks!
Can I auto merge accounts within my domain/company without re-invite?
I have Connect, Cliq and Projects, and it's really annoying to re-add every user in each Software. How can every new zoho account with emai@mycompany.com already be part of the eccosystem?
CLient users put off the automatic mail they get
Is it possible to stop the automatic invitations that clientusers get when we add them to a project? We add some people who doesn't have to get the information in our system;
Projects and Workflow in CRM
I am having difficulty figuring out the best way to integrate CRM and workflow processes - and I believe Zoho Projects may be the solution. I need to be able to create Accounts and link them to Deals in such a way that each Account is separate from the other but would be ranked together with all the other Accounts tagged/associated with the same deal. Here is the real life situation: We represent sellers and need to find the right Buyer for them. So we create a Deal and over the course of a number
"From" email address for Zoho Projects notifications
Is it possible to change the "From" email address for notifications so it shows as coming from Zoho Projects rather than the project name?
Is it possible to assign a bug to a CLIENT user?
I can assign tasks to clients, but wanted to assign bugs. These users are not selectable. However looking at their permissions, it looks like they are allowed to see bugs? Please advise.
Creating a project From Inside CRM does not set task States
I have the CRM connected to Projects and have a template to create a project with a batch of tasks. If I create this inside PROJECTS, All is fine. Yay! If I create this same project using the New Project link from the Projects related list in the CRM, then the task states are not set correctly and the tasks do not open when you click on them. Can you have a look?
How to save preferences
I have a long list of projects in each of my groups. Everytime I sort them by alphabetical order, when I leave the project list view I have to sort them back. Same thing with calender, I filter my view by events, I have to do it again each time. It’s quite annoying, my team and I use ZProject everyday, is there a way to have this set as preference views? Thanks
Last Assignee through Automation Rules on BUGTRACKER
Hi there fellow Zoho Devs, I'd like to know if there's any chance or development currently being done on this topic. It would be amazing if the Last Assignee could be assigned through automation rules when some trigger is met as configured let's say if I do something as Assignee 2, the Ticket automatically goes back to the Assignee 1 Kind Regards and thanks for your answer
Calendar broken
The calendar isnt showing all tasks regardless of what filter im on. Its missing the past week of data, something is wrong. Its the same for everyone in my company, regardless of which browser we try.
How do I add a project to client after passing import from crm screen.
So I've added a client using the import screen. In the import screen I was able to click on the projects I wanted to add to the client. this helps to group them by client on the projects screen. Now I'm adding a new project to an existing client. I go client users in settings and it shows projects under the client, and has a way to add more projects. but when i start searching for the projects to add, only projects already added to the client shows up. I even have an an existing client for which
Unable to add a task as dependent task
Hi, We are unable to set a task as dependent task to another task. Please find screen showing the issue. Kindly do the needful to resolve the issue ASAP. Thanks Krish
Add an existing user in Zoho Project
Hi! I'm trying to add users to a project, this users already have their own account of zoho project, how can I link them to my project?? This users have the free version of Zoho Projects, I have the paid version. I already work with other users that also have their own account and i could add them to other proect, but in particular whith this other users I couldn´t. PLEASE HELP! Thank You in advance!
Improve Client Users & copying of templates.
Hello. Can we please get updates to how we use clients in Projects in the following ways: 1. Improve it so clients can be imported from crm without sending portal invitation 2. Improve it so you can add projects to clients after the initial client import screen. Right now you can projects to clients only in the client import screen. What if I have recurring projects for the same client? I still need that project to be listed under the client and not under my organization. Zoho....why why why must
Tasks in notifications
notifications in iOS and on the web app when someone completes a task show the words "Task.completed.s". Thats all it shows until you click on it for more info. I have to assume this is a mistake. I thought it was a developer bug, and I wrote in about it a few times. Its been many months and its still like this. Please fix it to actually show relevant info.
Milestone Gantt doesn't really show milestones well
in the Milestone Gantt, I JUST want to see milestones, in a visual way, across all projects. I want to be able to glance at the year ahead, by project, and know how busy im going to be in each month. I don't want to see tasks, I just want to see a milestone with start and end date, color coded, with milestone names. I dont understand why a Milestone Gantt shows tasks and is so hard to see across many projects. Please see the attached screenshot. Is this really that hard to implement? A Birdseye
Copying Issue Templates between Projects
Would be nice to have the ability to copy issue templates between projects to have the same configuration across all.
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