Generate Release Notes for Your Project Milestones
In Zoho Projects, you can generate release notes to view the summarized list of tasks and bugs for your project milestones. The release notes contain all the closed issues and tasks for the associated milestone. You'll find your project runs more efficiently when you are not left wondering what, how, and when things are completing in each of the project milestones. Generating release notes Select Projects from the Home page. Select your project from the list and navigate to your project. Select
Custom Colors for Kanban columns
I really wish the kanban view was more like Zoho Connect where you can adjust background color of the columns.
how to delete my account
How can I delete my acount. I am no longer employed by polito and need to transfer eerything over to the polito team members. I started a project for polito and would like to turn that over also. How to do that?
Any way to add more fields to "UPDATE SUPPORT FIELDS" from
Zoho Project/Bugtracker to Desk
Hello there, I'm trying to find out if there's any way to add more Fields to the "UPDATE SUPPORT FIELDS" on a Business Rule that I'm setting on Zoho Project as I need to edit more fields from DESK when I trigger a certain action in PROJECT/BUGTRACKER Currently I'm stuck with just those two options but I need to see if there's a chance to add more somehow so I can modify more fields on Desk when I'm dealing with the Bugs on PROJECT itself. Please do let me know if you need further information in order
Is it possible to set a custom filter or "view" for all users in BugTracker?
Other bug tracking software we've used allow users to create custom views or "filters" that can be set as the default views for all users in a project. We would like to have a category for archived "bugs" that weren't actually bugs but still contain important conversation history and are linked to Desk tickets. However, we don't want these to always be in users' sight, so we would like to hide them from view. Is such a thing possible or on the road-map for BugTracker?
Request: Home Page for Pages
Hi, It would make the pages module far more usable if you could configure one of the pages to serve as the 'Home' Page, and that when you clicked Pages on the sidebar, it would then take you to this page rather than to the dashboard....
Unable to create project by using Zoho Projects rest api. Error: {
"error": {"code": 6831,"message":
"Input Parameter Missing" } }
Hi Zoho friends, I am trying to create a project by using POSTMAN by following the zoho projects rest api documentation. Url : https://projectsapi.zoho.com/restapi/portal/XXXXXXX/projects/ Headers: Authorization : Zoho-oauthtoken 1000.XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Body : { "authtoken":"1000.aeec78c22cf0957f69fd9ea6089c447c.8ecbd53da9eb67134f80f8a6f39ffd87","name": "SAP order issue","description": "single_line","strict_project":"1"} Response Data : 400 bad request { "error":
Searching Archived Projects
Over our few years of using Zoho, we have created and then archived a large number of projects (>2000). I am trying to find an archived project so that I can use it as a template for a new project, but am having difficulty as the Archive Projects page doesn't load all the projects at once and will add more as you scroll down. This is taking a really long time to load and essentially kills the page while doing so. Also, if you try to collapse a project group, more projects won't load. Is there
IP range for Zoho Project's whitelist
Due to company policy, our customers need to open the public ip range of the Zoho domain in the firewall. Because the company's internal policies will control the scope of the Internet, it is necessary to know the IP range of the Zoho domain. Thanks for your help !!
Announcing the Zoho Projects API
Today we're excited to announce the API for Zoho Projects where any developer can extend the project management and collaboration capabilities through our APIs and can build their own customized applications for their business needs. We've tried to make the API follow the REST (Representational State Transfer) principles and generate a XML/ JSON object which allows you to access / read / write Zoho Projects data from third-party systems like Google/Yahoo gadgets, web sites, billing & invoicing systems,
Need to export Linked Bugs through the "EXPORT BUGS" option
As of now I'm trying to Export all the Bugs of a certain project nevertheless I need to see all the linked bugs that are among them so I can give that information to the higher ranks on my company, is it possible to do this by any mean? Please help me with this inquiry Thanks in advance for your support and quick response
Admin Settings- Different Groups
I have created separate GROUPS for different Company DEPARTMENTS and each Group has an Administrator. We don't want to see each others projects. etc. and they need the Administrator rights to manage their Groups, since the Manager role is more limited. Is that something you are considering to add in the future?
gantt chart - viewing all milestones
I have a project with more than 10 milestones but i cannot get a gantt view where i can see all the milestones, due to the 10 filters limit. there must be a work around so that i can see all the milestones in a single gantt view? thanks!
Gantt Chart View - customisable?
Hi there, I would like to export a milsetone gantt chart for a client, but I do not want to include the "%" "duration" or 'owner' fields (highlighted in the screenshot). Is it possible to adjust the gantt settings to be able to remove these fields? It makes the gantt chart too complicated for our client. Cheers, Liz
Email Buttons & Integration
Hie, Have Two Questions:- 1. We want when user complete any task in any project then client get Email of that with Approval Button on it, if Clients click on Approval then Assigned user get email of that and start work on next task. And needed one more button named Modify/Modification if client clicks on that a popup note will shown to him where he can add needed modification and submit . when client clicks on submit then assigned user get email with that note. Is that possible? if yes then how can
How to Reorder Task Lists
you can delete or move them (to another milestone), but can't reorder them?
Project Timeline Gantt only shows 3 years
When viewing current projects in the Project Timeline Gantt view, it only shows a date range of current year, plus one year before and after. (E.g. if today is in 2018, then the Project Timeline Gantt view will only show 2017, 2018 and 2019.) The problem is that any project with start or end date outside of this range (e.g. start before 1 Jan 2017 or end after 31 Dec 2019) will not be visible at all on the Project Timeline Gantt view. Even if the date range only shows 3 years, there is no good reason
Tip #32: Deleting a portal
We are back again with a new tip. As part of our GDPR compliance, we have included a delete portal option so that you can delete your portal anytime you wish to discontinue Zoho Projects. There are certain conditions to follow which need to be satisfied before you can delete a portal. This option is available only when, You have removed/deactivated all the users in the portal. You can delete a portal user in the portal settings. Your subscription has been downgraded to the Free plan. Learn more
Project Recovery in Zoho Invoice / Projects / Timesheets
When I create a project in Zoho Projects and all tasks are finalized, I can create an invoice directly from Zoho Projects. I find this bill in Zoho Invoice. But is it possible to find the project and the tasks created in Zoho Projects in the "timesheets" menu of Zoho Invoice? Thank you
Profiles and Roles
Zoho Projects has recently introduced Profiles and Roles that lets you define user access privileges and their role in the portal. Some projects require specific users to perform certain actions, while the others cannot work on it due to some restrictions or other privacy concerns. In this case, Profiles and Roles will help you sail smooth. How to set up Profiles and Roles? Take more control using Profiles and Roles With more customizing options available, you can set up multiple user roles such
Get task - owner_work and work_type fields missing
Some fields which are requested during Task Creation are not sent back when we fetch task details via the API. The API I tried : https://projectsapi.zoho.com/restapi/portal/???/projects/???/tasks/???/ Following fields are not available while fetching a particular task over API. owner_work work_type This should be simple to add to the API as the data is already there right? Can Zoho developers please look into it? Or is the owner_work data available in any other API? I tried to check the API docs
task completed notification doesnt work well
when one of our techs completes a task, we get a notification that says: "Task.Completed.s" seems like a programming bug? additionally when we click on the notification, it doesnt allow us to click through to the actual task. see attached screenshots.
Custom User Roles
It'd be helpful if I could create custom user roles, as I'm trying to set Zoho Projects with a non-profit group. Simply being able to rename the roles would work as well. Flagging people as "manager"s and "employee"s isn't really an option for me. Thanks! cbratcher
Please add issues/bugs to calendar sync
Issues/bugs show up on Zoho Project calendar, but do not sync to either Zoho calendar or Google calendar. It's a little frustrating because every time I try to come up with a workaround for the fact that Zoho has not yet integrated CRM and Projects calendars (not to mention tasks) across applications, so we can have one integrated view, something stops me :-). We just want an integrated calendar view so employees are not monitoring multiple calendars. Real time project calendar sync is also a must
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
Next Page