Project-based task statuses?
Hello! If I add individual task statuses, they will appear in ALL projects. Can you define custom task statuses for each project (or even for each task list)? Thanks, Mary
zoho calender
I have 2 questions here : 1.can we sync the calendar activities from zoho crm to zoho project and vice versa 2.Can we automate in Zoho project such that an event coming from crm calender comes up as task
Member roles
Hello. I may be missing this, but is there a method to change the name of the user roles in Project? ephcca
User Role
Is there a way that you can customize user roles to include titles that are specific to a respective company?
User Security/Access Levels
Hello, Is there a way to set user permissions/security levels in a more detailed way than just "manager" "contractor" "client" etc? If not, is there a plan to do so? Thank you Buck
Projects User Roles?
Where can I find the definitions of what a user can and can not do for each role? (Admin, Manager, Employee, Contractor)
User Roles / Permissions Problem
A user of the 'employee' category can change the owner of a milestone to himself, and then delete the milestone. This seems to be an oversight, as the 'employee' user shouldn't have privileges to do so. Can this be changed? test_user_info
Changing User Permissions
Hi, I was looking through Zoho Projects and I was attempting to change the permissions as per this link: https://www.zoho.com/projects/project-access-privileges.html Unfortunately (I am the overall owner) I cannot change the settings to match what I am seeing in this link. Could someone advise where I would be able to do that?? Currently with the 4 available fields (Admin, Employee, Contractor & Manager) we aren't able to quite handle our requirements the way we should. Thanks so much for your
Unable to share Calendar View with Client Users
The "Client" User Type seems useful, since it is a safe overall way to share Project information selectively. The Calendar View, however, is one of the most clear summaries of overall status that we like to share with our Clients. Unfortunately, Client Users appear to get NO access to the Calendar tab view. ... Correct? Feature request, please...? Thank-you, ...Terry. PS: In general, the ability to edit the exact permissions of every role (and create more roles) is really missing and needed.
How to manage a project that never ends
Hello, I'm new, what is the best way to manage a project that never ends? In other words, a project with a continuos adding of milestones, without an end-date of the project. Does the lacking of a project end-date impact diagrams or other functionalities? Thank you very much
Is it possible to import project workflows from Jira?
We had some customized project workflows in Jira which we would like to use in Zoho Projects. Is it possible to integrate them into Zoho Projects? I know that Projects doesn't have the exact same workflow logic on the GUI but would it be possible to integrate them via some scripts? The workflow logic in Jira can be seen in the below page: https://confluence.atlassian.com/adminjiraserver073/working-with-workflows-861253510.html
Does sync with Google Tasks still exist?
Several different Zoho Documents state that project tasks can be synced with Google tasks, and it's advertised as a feature on your website here. We have Zoho Projects fully integrated with G Suite, but none of these Google tasks sync options show up. Nor do they show up for Zoho CRM which also says it has sync with Google tasks. Would someone from Zoho please advise is this feature still exists? I have also submitted a ticket on this issue. Thank You
Batch change dates
It would be very helpful to be able to batch change the dates for multiple tasks either within a project or in My Tasks. At the moment when a load of tasks due for the same day are set it takes time to go through and date set each one individually.
Expand/Collapse My Tasks list single button
It would be extremely helpful to be able to collapse or expand all tasks in Classic view in My Tasks by clicking just one button. This list doesn't load very well anyway and this would really help organise this list.
Holiday configuration window doesn't accept the Turkish vowel "ı"
You can type this character when entering a title for the holiday but when you re-enter the holiday list it's being replaced with a question mark.
Multiple ongoing projects detail into one single view?
Hi, Wondering if the above is possible? i have researched and it doesnt seem zoho offers a single view for multiple projects. Wanting a quick and easy view for activity across multiple projects. Am interested as would like to reduce the workflow with having to dip in and out of projects to see things. Wondering if anyone has a work around or has their own solution for something similar? Any help appreicated, thankyou
QoL Suggestion: List the Parent Task of the Subtask Both in the Subtask Zoho UI and in Email Notifications
Quality of Life (QoL) Suggestion It would be super helpful to see the parent task of subtask: Somewhere in/on the Subtak's UI in Zoho (see attachment) In the email notification for (sub)task assignment (see attachment) We often have a similar (but not the exact same) tasks that need to be completed across unique webpages (parent task), but there's no quick and easy way to see what the parent task webpage is currently, in Zoho or via the email notification that is sent to the assignee when the subtask
No export bugs option for me
Hi Great system but there is no option to export all bugs from my project as described in the help section. Has this been removed or am I missing something?
TaskNumber
We would need a TaskNumber that needs to be generated for each Task. It is easy for correlation and during discussions. How do I configure it. t_saravanan
I'm new - where do I find Gantt Charts?
I've just signed up for a 1 project licence. I've added a few milestones and tasks. I cant see where I display the resultant Gantt chart
Is there any way i can create a full project as a template?
Including Milestones, Task Lists, Tasks, Sub Tasks and Dependancies?
Is it possible to set work hours at project level rather than Portal level?
Is it possible to set work hours at project level rather than Portal level?. Right now this setting is being done only at portal level, which reflects to all the projects done in that portal. So, If I want to set work hours for my project only, would that be possible?
Cannot create project with ZohoOneEnterpriseTrial plan account
Hi, When I attempt to create a new project, the function to do so is ghosted and not clickable. Another user on the account had created a project. There was also a demo Project created by Zoho. After looking through some posts in here I found we can only have 1 project for the trial plan. So I deleted both projects but am still not able to create a new one. My user level is set to Admin. Any other ideas on how to fix? I've attached a pic of what I see in the Projects area.
Clone / Duplicate Task Templates
I'm using Projects for real estate listings and transactions I have a team of agents who each has their own listings. The task template is invaluable because each listing has such similar tasks, documents, etc. My agents only need to collaborate with me on each project. Not a huge team. And while they all have similar tasks, each agent handles their projects with a slightly different work flow than the other agents. Because of the difference in their work flows it made sense to me to to create a
Module geared more toward solopreneurs
I'd love to see Zoho roll out a projects module that's more for solopreneurs. I'm using Zoho Books now and would love to be able to move more of my applications under the Zoho umbrella. Unfortunately, Zoho CRM and Projects is just too unwieldy for me as a solopreneur. I'd love to see Zoho have something more like Dubsado or 17Hats. A key thing would be the ability to send emails / monitor email from within the app itself (as opposed to having to switch out to CRM). Zoho seems to be made for large
Is there a way to hide "Task & Bugs Prefix IDs" in Tasklists?
Is there a way to hide Task & Bugs Prefix IDs in Tasklists? More text to have to parse through on already longs lists isn't necessarily a good thing.
bulk edit tasks?
please see attached video. bulk editing tasks is a pain for us. if we have to edit 4 fields it takes a lot more time than it should. can we make this easier please?
How Do You Integrate Zoho CRM and Zoho Projects?
I'm trying to tie zoho projects in with existing customers and clients found in Zoho CRM. Thanks.
One Zoho Projects account, Two Zoho Books Accounts
Hi there, We are in the phase of transitioning from a proprietorship entity to a Private Limited entity. In this transition, we will need to keep both the accounts live since it is the middle of the financial year. However, the clients are not changing. Some clients will be a part of the proprietorship entity, and some a part of the new private limited entity. And so, we wish to connect two Professional Zoho Books accounts to one Zoho Projects account. Is this possible? If not, can your team please
Zoho Templates No Longer Working
Hi, We have access to 20 templates yet when I logged into Zoho today to create a new project (using an existing template), the template didn't duplicate the template tasks. Has the functionality changed? Also the predecessor/successor tasks can no longer find the tasks I'm trying to assign them to (looks like a new user interface). Please advise
Projects is a joke!
Project management is a process too, Zoho! It needs automation with as much depth as CRM. Seriously who are you people serving with these half-cocked, half-thought out ideas? Automation in issues??? But none in for actual project management relating to service delivery??? Does any one actually use the issues automation?? I'm sick of having to close multiple unused tasks manually. I'm sick of having to add myself to the task every time instead of it being automatically added, when I'm the only user.
Toodledo tasks and Zoho
I'm looking to create a project plan based on the tasks I have in Toodledo. Anyone know a way to do that? It would be awesome if they would retain their start/end dates at the very least. And, if Toodledo Goals could be translated into Project Milestones. Any help would be much appreciated :)
Share personal information in Zoho projects (US server)
we use Zoho projects, where we add personal information of clients in the tasks, our GPO tells us that we can not add this information because the server is outside the EU and we would need permission. this is so? the only way to continue with Zoho projects would be to migrate it to the EU, but from Zoho there is no way to do it without losing information.
QoL Suggestion: Create Better Design Distinction Between Tasks and Sub Tasks in Task Lists
Quality of Life Suggestion Task lists can get VERY long, full of tasks and their subsequent subtask. Visually, I think it would be helpful to have a more distinct design of parent task rows (font size, style, color and/or rest-state row background colors) to help further distinguish them from their sub-tasks. Indention of subtasks is nice, but feels less and less effective the longer a taklist of tasks and subtasks get. Thanks
Workload & Holiday Schemes
Workload Scheme: allows admin user to create schemes and add them later to the users (employees). For example part time scheme, full time scheme. Main reason being; business hours do not necessarily reflect the workload for a particular person, i.e. my company can be open 24/7 it doesn't mean my employees work that amount of time. Holidays Scheme: companies working in different countries need different schemes, so they can be related to specific employees. For example I'd create a Holiday Scheme
Resource Allocation Chart - Why Are Some Hours Missing?
When looking at the resource allocation chart: Appears that the work hours on some tasks a) are not included on the labels and b) not counted towards the total hours for the day. I can't figure out why some are working and some are not. I have attached the following: - Screen shot of resource allocation chart where some tasks are showing work hours and some are not - Screen shot of a task that is working - Screen shot of a task that is not working Can anyone help me figure this out?
Client user see option for Gantt Chart under Reports tab but can not see the chart
As the Project user I can see the Gantt Chart report but the client user on the same project only see the option for Gantt Chart on the Reports TAB but clciking it does nothing yieding no report. This client user has been assigned to the external projects tasks as a user and can view Task lists etc
Sub-Tasks and Planned vs Actual Resources
Hi there, If I set a budget of e.g. 10 hours to work on a task, then register 2 hours of work to a sub-task, those 2 hours will appear as actual hours on the sub-task, but will not be added to the hours worked on the parent task. Since sub-tasks are by definition part of the parent task, I would consider this a bug, which limit the utility of what is otherwise an excellent feature. Do you think you might be able to do anything about it? Another way to do this would be to allow planning to take place
HELP
I cannot sign on to my zoho account. I says Error... I have restarted a few times. Please help. Thank you Vicky Czapla
Tip #29: Manage projects via email
Email has come a long way from being a simple communication tool to an effective work management product. Zoho Projects lets you perform several actions such as: add tasks, comment on tasks and other project activities, post replies to forums and add documents to folders right from your email. Our focus today is on adding tasks to your projects. You will need the task email alias to add tasks to your project. Navigate to Project > Dashboard and click . Copy the email alias under To Add Task. The
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