How to delete a project (and restart from scratch) ?
After a few week of 'playing' with zoho project, I want to restart everything 'from scratch' However, I can't find a way to delete everything...
The Power of Automation - Part 1 (Notifications)
Over the years, projects have increased in complexity. Workflows are dynamic and the number of people involved is huge. With numerous stakeholders, both internal and external, in play, collaboration is the key. How do you connect the dots? How do you stay on top of such a complex engagement? Zoho Projects has the answer. With our automation settings you can configure Notifications for your bugs. Create email templates and get notified every time a bug is created or modified. Inside a project,
Zoho Projects "My Calendar"
Is there anyway I can get all the task to run across the calendar? My task from July are not showing up in Aug when the end date is Aug. It shows a few of them and a +29 at the bottom. I need all of them to show up. Please help!!
Printing custom views from Gant schedule
Hi It would be really nice if you could adjust more settings when printing/exporting a Gant schedule from zoho projects. For example, at my office I have a printer able to print papers with dimension 297x1200 mm. It would be nice to set the export/print to have the task list to the left (as normal) but then expand/stretch the current view of the schedule to fill out the rest of the paper. Is this possible? Best Regards Daniel
Can you add and edit bugs from mobile app?
I would like to know if you can add or edit bugs in the mobile app, this would be a useful tool to be able to add short tasks ( Bugs) that are a one off to a colleague from anywhere. What controls does the mobile app provide for Bugs management?
Organizing or re-ordering project names by clients in Active Project View
When on the home page (My Home / My Projects) and looking at the "Active Projects" and selecting "Display Projects by Client" it shows my clients in order they were entered. I would like to arrange them in a different way (by priority). Is this possible to do? I know in the "Show All Projects" view I can sort alphabetically or I can drag and drop to reorder. Can I do something similar in the client view?
Task Comments
Do you currently have plans to add the ability to add comments to a task and if so how soon do you think that will be available? Thanks, SaaS-a-fraser jhunter
Tip #12: Convert a Status to a Task, Bug or Forum
Hola! It seems that you are ready to save two more minutes in your busy schedule. How? Just take a look at this tip and get to know how it becomes a useful functionality in your daily project management process. Focus: Posting a status is now equal to adding a task, bug or even a forum. Purpose: It saves your time and accomplishes your work right within the feeds page. Use cases: -When you want to add a task or bug at the same time, you can just post a status, and convert it to a task or a bug. -Convert
Major bug with files and forum
Hi In project configuration, project tab Organize, i removed the forum and documents options for my clients, so we can review all the work before they can see the final version and have access to it. In tasks when i associatet a file with them, they can see them and open them. But when i associate a forum with them it gives them a not authorized notification. I think this is contradictory because they have access to the documents but not the forums. One solution is to allow them access to the forums
Archiving Old Projects
Is there capability to archive an old project, instead of deleting it? We were working on a project, which is now past. We'd like to save it in order to recall it next year when we'll have to repeat many of the same tasks. Does this capability exist? Thanks in advance for your reply!
Copy a Project
We have multiple projects that follow a similar list of tasks/task lists. How can I copy a project into a new project. Is this feature available.
PRIVACY
In Project as it is currently developed every user can see every comment and task for every other user in the project. Our setup currently is we have employees, contractors, managers and clients. Project lets every user even the contractors see EVERY detail of every conversation and tasks between managers and clients. Eventhough there are privilege roles to prevent users from editing other users tasks they can still view EVERYTHING. Every login or message left, every detail, task, invoice etc generated
Getting to a Project from the Gantt Chart and Calendar
While you can get to the actual Task by clicking on a task in the Gantt chart or the Calendar, there is no way getting to the actual Project from that particular task to see the task in context to the others in that project. For example when you click and open up a task from the Gantt chart (or Calendar) it opens the task in a pop-up window and lists the Project as a text field on the top right hand corner. However, if you need to get to that particular project, you need to close the window go back
How to turn off Document Access to External Users?
Is there a way to turn off access to the document library? External Users are getting notifications and I assume access to our document library.
Add Feature to be able to create Document Folder Templates
Recently we have been using the Document feature in Zoho Projects. While there is much to be desired in modernizing the User Interface, we are finding it convenient to organize and store our project files here. One thing that would be handy is to be able to create a folder structure template that we can invoke when we create a new project. Mainly this will help us have consistent folder structures from one job to another. Having folder templates will also save time.
Manager Can't Edit Projects?
I'm a manager for an account and I can't seem to edit projects. Can't archive them, or bring them out of the archive. Also cannot start a new project. Has the privilege been taken away from managers? A few weeks ago I was able to create projects. I know the edit button should be next to the project name in the dashboard, but it's not showing up for me. Any help would be appreciated Dan
Multiple Projects Milestone Dependencies
We have a large programme consisting of 40 plus projects and want to be able to set milestone dependencies that cross the projects. Has anyone done anything similar. Any help on the best way to set this up within Zoho will be exceptionally helpful. Thanking you in advance for your help Sue
Kanban Task View: Horizontal Scroll and Chat
Looking at the Kanban task view, when the "Smart chat" bar is expanded you can't see the horizontal scroll bar. I think the scroll bar should jump up to being above the chat box. :) (Using Chrome 51.0.2704.103 at the moment if that helps.)
Behavior of create task API call?
I'm having some issues with the API task create method - some could probably be cleared up by documentation, but some I think are bugs. 1) If I create the task specifying both start/end date and duration, it appears that start/end date takes precedence and the duration specified is ignored. 2) It appears that the duration_type value is being ignored and that the duration is always in days. I.e., I specify "duration=20" and "duration_type=hrs", the duration for the task is set to "20 days" (with
Print Kanban tasks
Why does the printing of the Kanban chart not show and print all the tasks, it only prints task on the first page ( and does not print any that are on the scroll down)? It prints only a screen shot and any data off the screen does not get printed.
How do I connect a contact to a project without inviting them to the portal?
We would like to be able to assign a project to a (customer) contact without setting a online portal for the contact.
Need option to make time tracking private from client users
Hi Zoho Staff, We're using Zoho Projects internally and more and more involving clients in access to the portal - but it looks like the client can always see Work Planned and Actual Time Log. This presents a problem, since we rarely bill hourly on projects and would like to track time only for internal use. Please advise if there is a setting I am missing, we need to be tracking our time more closely, but cannot share this on most of our projects if a client is involved. Thanks, Len --- Len Kamerman
How to rename bug to "issue" or "ticket"
In the tutorial is mentioned that if you don't want to use the word "bug" you can rename it to "issue" or "ticket" but.... i can't figure out how to actually do this... Regards Rene
Highlights of the Calendar module in Zoho Projects
Let’s talk about the Calendar module in Zoho Projects today. You can create and manage milestones, tasks, and bugs; manage events from your online project calendar. Here’s a deep dive into the topic. What do the colour codes imply? The colour codes help in understanding the type of entity that's scheduled in your calendar. Blue - Milestone Green - Task Purple - Event Orange - Bug How are My Calendar (that’s in the Home tab) and Calendar (that’s inside any specific project) different? In My Calendar,
Can't access my account, email apparently wrong - how to retrieve?
Dears, I set up our project (nomisfoundation) on tuesday with my nomisfoundation emailadresse (I thought) and created one additional user with my private addresse (from which I am writing now). Now I can't login as master as apparently, I entered a wrong email.. Help?!
Tip # 11- Powerful Autosave Enhancement in Zoho Projects
Hello all, As said, "It is always the small things that form the big picture" , today let's have a quick look at a new and purposive enhancement in Zoho Projects. What do you think is the smallest functionality that can manage and run all your project activities in a single click? Well, for me its always the feed that weeds my project management tool. The Feeds page that you find below is where you can see all your project activities on a daily basis and perform your actions right within your feeds
First 2 hours each month not billable
Hello, does someone know if this is possible? we have a subscription service where the clients pays a monthly fee including 2h of support. these first 2 hours are not billable, everything above this 2hours should be billable. each new month this should be reset... thanks, Stanislas
link with task in zoho CRM ?
Hello, I just assess zoho project as I already use Zoho CRM. Question : can a "lambda" task in Zoho CRM can be seen by the user in zoho Project ? I could allow to see all tasks from Project and get a better 360° vue to due tasks. thanks
Employee and Manager users cannot see project milestones
Hi Zoho team I have been testing access to one of my projects before I allow the project team access. I have one milestone set to 'External' and my test user added to the project, however the test user cannot see the milestone. I changed the user's group from Employee to Manager as well. Both did not work. Am I missing something? Any help would be great. Cheers Joel
Use of the resources (workload)
Hi Can I use the use of the resources in general not for each project? In my case I have a lot of projects and the people is assigne to several projects and I want to know the workload for person Thanks
View Tasks from Multiple Projects
How does a user see all his tasks from multiple projects in one place? It seems I have to go to each individual project to see my tasks.
Product development
Hi, Is anyone using Zoho Projects to deliver software? Interested to hear about how you have your setup? I.e. Are you using the bugs feature as the entry point for all bugs, enhancements and features and then creating tasks to deliver those through the associate task feature?
Wildcard user for project templates
Would be nice to have a kind of wildcard user related to the project owner for example. This way you could assign the wildcard user to tasks when designing a project template in order to get them assigned differently each time depending on who starts a project using the template. In fact i thought that the user "me" was meant to act like this.
Chat/Calendar function in Zoho Projects Mobile
Where are they? I get that you can import the Calendar through the URL, but it isn't automatically updating for me, and the whole experience has left me angry and frustrated.
How to view Gantt chart
I can't find how to view a Gantt chart. All I see on the Reports & Gantt Charts tab is a video and links to upgrade. I should be able to view a Gantt chart with the free version according to the website.
Create Project in an Existing Group through REST API
Is it possible to create a project within an existing group? I tried passing an existing group_id to the POST call to create a project, but it didn't add it to the group.
What's New In Zoho Projects This June
Hey guys , Welcome back! Hope everyone is doing great! To start with, I always feel that a product's success lies in what efforts they put in to deliver quality outcome every month. These petite feats are built in every month to form a massive productivity at the end of every year. Well, I am here to share some of the latest enrichments and resolutions that Zoho Projects came across in the month of June. Timesheet comes with two new enhancements The well-known time tracking tool in Zoho Projects
many users for a single task
Hi. Is it now possible to assign many users to a single task from ZOHO Project? How? In order to allocate different people and assign different worjìking hours. Thanks.
Tip # 10 - Manage all your timers with our Global Timer
If you ever want to manage the timers for all your tasks in one place, here's how to do that. Where to find? The Global Timer Widget is at the top right corner next to the Print icon. And you can view this timer widget from any page and manage your tasks and bugs timer. What it does: The Global Timer Widget in Zoho Projects shows all your active timers in one view. You can manage all the active timers for your tasks and bugs from a central location, which can be accessed from all the pages in Zoho
date display on projects
my start dates nor end dates display in proper order
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