Feature request: save more than one filter
Hello everybody. The filter section that can be used in different places is useful, but it could be much more useful if the user could save more than one filter. For example, when the user clicks "save flter" the page could ask for a filter name, and a "saved filters list" could appear somewhere in that section allowing to apply in a single click different conditions. I understand that there could be a problem with the filter values, that can change over time, but still I think that this function
Can you have multiple project portals? If so, how?
I have seen several references to having multiple project portals. Desk offers a feature called "multi-branding" which allows support for multiple brands to be handled by a single overall account. How can I create additional portals for Zoho projects? This came up when my client wanted to do a test import from Basecamp into a "dummy" Zoho projects portal.
Enterprise Trial
I would like to get an Enterprise trial established; how do I go about this?
Any plans to integrate Zoho project with Zoho people and Zoho CRM
I would be nice to be able to pull up a list of names from Zoho people when adding staff to a project and Zoho CRM when adding customers. Similarly, it would be nice to be able to see what projects have been done for a particular company from Zoho CRM and what projects an employee has worked on from within Zoho People without having to manually enter that info. Zoho has a number of great products, but one area of improvement is that it needs to more seamlessly integrate the different products.
Ignore weekend days?
Hi, Zoho is by far the best webbased project management tool i've used! I do have a question: Is it possible to configure the tasks not to count weekends? Say i enter a task that takes 4 days that starts on a thursday, it should end the following wednesday. Not the following sunday. Right? thanks, Fred Fredrik Björk
Search Project by Custom Criteria
Hello, I would like to know if it is possible to "Tag" Projects or create custom criteria so I can filter Projects in the Project list by certain criteria. For example, if I need an overview of Projects by Country, by Project type, by client...? Thanks Alex
Associate One Bug with Multiple Tickets
Is it possible to associate one bug with multiple tickets so users can quickly access the same bug from within different tickets and track said statuses?
Improved Search using Limiter Buttons/Terms for Bug Tracker
It would be really nice if it were possible to perform searches for a specific string of text but limit it using a variety of buttons and search terms that constrain the search similar to other search tools or JIRA's JQL. Right now, the BugTracker search has only limited usefulness in that it will return ALL items containing certain terms even if those have been closed. For example, let's say a user is wanting to search for a bug that was closed a few months back. With search limiters, he could enter
What are some recommended adoption strategies that could be rolled out to internal dev team/external clients?
Quick Adoption by these groups are a must: a.) Maybe a helpful component would be to set up a test project and assigning a certain number of tasks for the team to do? Learn by doing b.) YouTube Videos? (for standard knowledge) Learn by watching c.) Documented roll out plan?
Best Practices, Tips, & Tricks for Projects (module) setup
I'd like to understand Project Setup/Implementation and Automation; holistically. Any insights, examples, personally recommendations, documentation, urls for ideas, etc. that are available to ease the new tool setup. The more automation and custom configurations (workflows & task types) the better! Ready? Set... GO!
what does a bug do in zoho project?
Hi there, what does a bug do in zoho project? does it remind the assigned person to do his/her task? and how we set a bug? thanks
Task Dependency in Project Templates
Every project is built using tasks and they can be interrelated.This interlinking is called Task Dependency in Zoho Projects. What happens when you set dependency? The task for which you set the dependency will become your parent task and the task that depends on your parent task is the child task. According to our Finish to Start design, only if you complete your parent task, you can start your child task. Check out our tip to understand dependency. How to? Navigate to Projects and click the drop
Zoho for Law Firms
Dear Forum, I am curious as to anyone that has used Zoho for their law firm. We have several attorneys and supporting staff. I need software that can track billing and immediately incorporate the billing into an invoice. If someone has used it, what different Zoho products have you used? Thank you and much obliged ! Paul
Filter Task vs Subtasks in Reports
Hi: While using reports, I cant find a way to separate tasks vs. subtasks. Example: I am getting 18 tasks in the report, but only 3 are real tasks, 15 are the steps needed to achieve those 3 tasks. I have to report my boss/client only the tasks. He doesn't need to know about the steps needed internally to complete a task. Is there a way I can get a report only of the tasks? Thanks. Un abrazo, Robby!
Due Bug Notifications
Is it possible to set up notifications either by email or just on your computer that notify you when a bug is due?
Is there or is it possible to add a hotkey for searching in Zoho BugTracker/Projects?
Zoho Desk's hotkeys are fantastic, but I'm not seeing an easy search hotkey in BugTracker. Am I just missing something, or will this be added in the future? Thank y'all again for your amazing hotkey navigation!
Date issue of the new project created based on template
I've created a template with all the denpendency, start after days and durations set. After creating a new project based on this template, I founf that there're a lot of tasks didn't have the correct dates, they didn't correspond to the initial date of the project + start after days. Here I have a example: I have these two tasks set in the template: When I created a new project, the second task just had a date that has nothing to do with the setting in the template: Here is the dependency relation
Tip #18: Remote Assistance for Bugs
After a short break we're back with Tip of the Week. This week’s tip is about the remote assist feature and how it connects the bug reporters screen to help resolve the issues quickly. You can support any customer through the remote sessions. You can invite your bug reporters to join the session through email invite or by sharing the session link. After which you can easily connect to their screen. There’s no setup process here — just download the appropriate program and launch it. Suppose you
Today's Work Items?
Is there a way to configure the pagelets so I can see more in the box for Today's Work Items than the task name? I have several projects at the same time and the tasks don't include the project information or even the milestone?
High Level View of Projects
Does anyone know if I can export the Active Project list? It would be nice to export to an excel document. Can I add a main status to the Active Project list view? For instance: green, yellow or red How are other people using ZOHO to have a comprehensive view of all active projects and their status to report back to senior management?
I also need a report that can print out a complete milestone or task list or task
As others have mentioned, I also need to be able to create an editable document that prints out all tasks and subtasks for a tasklist or milestone. This document needs all the details for each task: dates, descriptions, assigned to, etc. It needs to be in an editable document so that I can add, remove and organize information. I need this because all the other reports are summaries or charts, graphs, etc. And, it is too hard to explain a project to stakeholders if we need to click around the
Task List within a Task List for task hierarchy
to be able to create a task hierarchy you need to create task lists within task lists or subtasks in a task (which actually is the same) Any plans or requests for that. I saw it in Goplan and I find it is a really useful feature Thanks Mario mario
Is there a training video i can show portal users?
Hi I was wondering what screen / view my clients see as portal users and if there is any training vids for clients/portal users?
Client Zone
Hi: It would be great if I can navigate to a client and find all the related projects and files related to him. You see, one client can generate several projects. Some may use the same documents as a reference. Right now we have to upload duplicate documents for each project, since navigating to find the original is not easy (some projects might be archived and hidden). Just an idea. Un abrazo, Robby!
add a user to only a tasklist
is it possible to associate a user only to a certain task or tasklist? as opposed to the whole project?
Error when attempting to add users
Hi, I am getting an error message when attempting to add users to Zoho projects. I have successfully added 12 users, however, now i am unable to add any further users, i am getting an (Error Occured While Adding User) message. I am on the enterprise plan, so should be able to add unlimited users, no? Thanks Ian
Can we control User Roles and Access Privileges ?
How do we control or set particular role to create/update/delete options to manager, employee and client in "Email and Collaboration" (Project and document management).
User exist
Hi, I have a issue with a new user, his email existed before with other consultant, So, when I add him to projects, the user that shows in the portal is the old user, the new user doesn´t show up. I deleted the old user and add the new user, (email is the same), show me up the old user than I was deleted, and never show me the new one. How can I do to delete the old user and add the new one, Can you help me please?
Error to import tasks
When there is a list of tasks in XLS a project of Zoho does not respect the end date and leaves the start date Thank you
Setting Tasks as billable or non-billable.
There does not seem to be away to set a task item to billable or non-billable when the task is being created. I have figured out how to go in and change it in the log, but if you work on something at several different times, you don't want to go in and have to set each entry to non-billable. Perhaps I have missed it where you set this, and if I have, I would appreciate any help. Thanks, Steve wickwood
Billable 'Projects'
Billable Hours: Can I make a Project 'Billable'? By this, all hours spent on this project agaisnt any task will be 'Billable' and 'Non-Billable' can not be chosen/applied for such projects. In other words, people can not select Non-Billable option when they enter time sheets for these projects. Regards Gandhi
Adding attachement in web to bug form
Hello Our customers would like to add screenshots or other files when they reports a bug or change request through the "Web To Bug" form. How can I add such a filed to the form?
Trial Zoho Projects Premium plan
Hi, we are considering to use Zoho project for our firm. Could you please activate the Premium plan for a 15 days trial? I want to see how the integrations are and other features that are available only with that plan. Thanks, Riccardo
New UI - Dropdown Arrow Inconsistent
In the new UI, the dropdown arrow for any dropdown list does not work consistently. The user must click on the "text" in the dropdown field, rather than clicking on the arrow. I've tried this on a Mac OS 10.12.3, Safari and Chrome. The problem appears on both browsers all the time.
How to View Gannt for All Tasks?
How do I get to view the Gantt for All Tasks (Open, Closed and Milestones) across the project lifecycle.I have chosen the Filter as Period = Project Span, Status = All Tasks and Task Owner = user1, user3, user4, user6
Publishing Forms to allow clients requests?
Hi: I would like my clients to have a predefined Form in their Zoho page, that they con fill and submit in order to request a new job from us. Once on our hands, this form (brief) will be transformed by us into a new project. Is there anyway to achieve this? Un abrazo, Robby!
Project Templates, Task Templates and Milestones: Access for Project Managers
It would be super useful if project managers could create tasklist templates with milestones. As is stands, milestones can only be added to Project templates and those can only be created by admins. Would love the ability to add milestones to tasklist templates. If you agree, let your voice be heard!
Problem in adding task list through API
Is milestone id is necessary to add the task list through API? If i add tasklist from site it not asking for it. I am getting following response {"response": {"uri":"/jsp/error.jsp","error": {"code":6831,"message":"Input Parameter missing"}}}
"Input Parameter Missing" error (6831) when adding a task
I am trying to add a task to my project and getting input parameter missing error. Below is the curl command I am using. curl -X POST https://projectsapi.zoho.com/restapi/portal/[PORTAL_ID_MASK]/projects/[PROJECT_ID_MASK]/tasks/ -d '{"authtoken":"XXXXXXXXXXXXXXXXXXX","name":"Client Call"}' Returns error :- {"error":{"code":6831,"message":"Input Parameter Missing"}} I have tried adding other possible parameters in the call. The PORTAL_ID, PROJECT_ID, etc are all valid values. I would appreciate
Linking Bugs to Project Tasks
Could you please tell me if there is a way to link bugs to project tasks? Or vice versa? What I would like to see is how many or which bugs are linked to which project tasks. Currently it seems bugs can be linked to a milestone but not task list or task. Please help?
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