ZohoProjects CLIENT INFORMATION
Hi, I have a doubt about Zoho Projects: I want to know, if the clien t's information can be hidded for our employees, or if not, if there is some way to make the client to be in contact with the manager and the admin only. Thank you
Any plans of Zapier integration?
The CRM already does this. If projects did, it would be huge!!! https://zapier.com/developer/
Removing Projects
Can anyone advise how to delete projects? I have created a duplicate project in error.
Removing a projects
Trying to remove project that I have created. I have managed to remove the tasks within the project however I am unable to remove the project. Any help is welcomed and appreciated.
Search or Filter Projects by field
Hello, Is it possible to search for projects by a field? Or to filter the results in the Project tabs by a field? For example: I have 150 projects and as an Admin I'd like to analyze projects by owner. Or I am a Manager and I want to view projects by due date. Is it possible? It should be. Thanks, Manuel
Adding viewers to a project
Hi How can I add viewers to a project? I can add users and client users etc but I cant see how you add a viewer to a project? Thanks Alan
Zoho Project - Dates in Timesheet Export are not in Date Format
When exporting the timesheet, the date column comes out as text, not as a date. You have to replace the hyphens with slashes so that Excel will recognize the values as dates. Would it be possible for Zoho to be modified to export the dates as actual date types?
How do I make a Gantt chart??
It seems like this should be obvious, but I don't see anywhere how to view my tasks and % completion in chart form....
Two companies one project account
Here's a scenario I'm trying to figure out a solution to: I have a design company and I work on a ton of projects for another design company. We have our own projects and a lot we do together. Right now everything is very scattered, it would be nice to have all of this in one place. Would zoho projects allow some sort of integration with books where all projects are housed under one roof, but time tracking/billing could be kept separate. Maybe each project could be assigned to one company or the
MILESTONES DON'T WORK IN ZOHO-PROJECTS
The Milestone future in Zoho-Projects does not work properly. Please take a look at Microsoft Project and see how they use Milestones. It's a much better way: There the milestone come at the end of a series of tasks and can be made a dependency. I.e. the milestones is only reached once the last task required for that milestone has been completed. Is there anyway you Zoho can re-configure the milestones to work like in Microsoft Project?
User Can Not See Tasks
We have a portal user that has been assigned to a project, but they can not see the tasklist/tasks. They were able to see tasks yesterday and logged time towards them, but the tasks disappeared for them today. As an admin, I can see the tasks and see the logged time. Do you have any ideas why this user would be having issues? Thanks!
Zoho Projects Integrates with Zapier
Zoho Projects integration with Zapier connects you with more than 500+ apps. Whether it’s managing your data across teams working with entirely different project management tools or have every new task request in Zoho Projects automatically generate a message in Slack. It’s now easy with Zapier automation. You can integrate any app with Zoho Projects and automate tedious workflow with Zapier. What is a zap? Zap is the trigger and action that you configure to automate a workflow. Learn More about
Add label to checkbox
When adding a task, it will be nice if the checkboxes have a label. So please add something like this: <div class="txtDisabled pb5"><input type="checkbox" id="gcalevnt" name="gcalevnt" value="true" checked=""><label for="gcalevnt">Toevoegen aan Google Agenda </label></div>
Dependancy Tab
My Dependency tab opens about 30% of the time while I am working with this view. When I leave the view to go somewhere else and come back to it, I click on the tab and it will load but not open the page. How can I fix this?
Due today
I am trying to get a predefined view which shows tasks due today, tomorrow, day after etc. arranged by day and by the user looking at it. Ideally would be a selection from the left screen menu. Any suggestions?
Prefill a form based on radio answer
trying to write a code to prefill a form field based on a radio box answer Example Buyer First name Buyer Last Name Radio Box has Buyer and Co Buyer are Married if Yes, would prefill the Co Buyer Last Name field with Buyer Last Name Data
Tip #2 - View Project Activities as Timelines
You may sometimes want to view your own list of activities in its chronological order. Say, you want to check the date on which you published a particular blog or you want to view the support reps reply to a customer ticket. All that you need to do is simply click on the user profile from anywhere inside the product. If you happen to click on a user from a particular project, project activities related to ONLY that project is listed. Say, you want to know the activities of a particular user across
Subtasks?
I've created a task activity and a task within that activity. I mouse over the "gear" to the left of the task but it doesn't give me the option of creating a subtask. What am I doing wrong?
Re-ordering Tasks doesn't work
The demos show sub-tasks and easy to use drag and drop to re-order and re-assign tasks/sub-tasks but this feature does not work. You can re-order tasks but if you try to re-assign a sub-task to a different main task it doesn't work. Not sure if this is a bug or just doesn't work by default.
Report Options
Is it possible to create a report that shows things like (for a portfolio of projects): 1. Client identifier 2. Project Title 3. Who the PM is 4. project start date 5. est project end date 6. Project health (green, yellow red) 7. and then a text status field If yes, can it be exported to a CSV or Excel format?
Can the same task appear in more than one task list?
Is it possible to have the same task appear in two different task lists? I don't want duplicate / copy and paste the task, I want the same actual task to be shown in both task lists. For example.. I'm using zoho projects to help me plan the opening of a new restaurant. I like the task 'confirm sales items and prices' to appear in both the following task lists: 'create menu design' (the tasks required to design and produce the physical menu that is given to customers) and 'EPOS system install' (the
Reorder task lists in milestones
Hi I need to reorder task lists within milestones. As at present I am moving task lists about and on the gantt chart the dates are all over the place which is no good? Please help
New in Zoho Projects for this Quarter
We have been busy making Zoho Projects better for you. Here are our latest features and updates for this first quarter. Major new addition in Zoho Projects is our integration with Zapier. You can now integrate Zoho Projects with other apps and automate workflows with Zapier. Explore more about this feature here. Now, Portal Owner, Admins, and Managers can also add followers in the Bug details page. Before this only users in the Reporter and Assignee roles were able to add followers. This is just
Adding Task
I have members that I cant assign task to?
Documents in Zoho Projects - New UI , just for you !!!
In our lives, things keep changing; seasons change; technologies change; people change! - on a positive note though ;) The world, always, changes for the better and so do we. Yes! Our Documents UI has undergone a beautiful makeover to give you a great visual appeal. You have been managing documents with so much of ease in Zoho Projects, till date. What if we say, it's going to be easier than before? More time-saving than before? And above all, more user-friendly than before? Yes! We are sure that
Need Confirmation (Are You Sure...?) for Mark Task as Complete
Regarding Tasks List, Mark as Complete (between Edit Task and Add Note) on drop-down menu... I very often find myself ACCIDENTALLY closing out Tasks on Task Lists because there's no confirmation (Are You Sure...?) prompting me before I close out a task. Of course, I know how to get back to the view by changing the filter Status from "Open" to "All" or "Closed". However, I'm the business owner. I CARE enough to fix a mistake like this. Add much-less-caring employee or contractor to the mix, who's
Tip #1 - Best Practice Tips for Better Search Experience
Searching what you want is easy in Zoho Projects, especially with our universal search. Here are some of our best practices to enhance your search experience: Search box is easy to find Our search box is easy to find as it is located at the top right corner, which you cannot miss. Search is universal No matter where you are within a project, you simply need to hit the keyword that you are looking for to retrieve what you want from the displayed search results. You can search for any keyword from
Weekly Log Time - Can't Select Certain Projects
Hi - I'm in the Weekly Log Time view and when I push the drop down button for Select Project, only a certain number of my projects are available for selection. I have 12 projects where I'm assigned tasks, but I can only select from seven. All of the projects were created rather quickly from the same template. I'm wondering if there's some setting that I haven't applied to all the projects that's preventing me from doing what I want to do. Thanks for any and all help!
Profile Images Not Showing In Projects
I can see my own profile image, but I can not see other user's images in my team. At first, it was only new users, but after clearing my cache it turns out to be all users. The same is true when logging into other user accounts. Please advise.
timer question on zoho projects
how can you pause timer on tasks and keep them in the timer widget to get back to them later?
Can't find Tasks?
Hello- we just purchased Zoho the enterprise version, for some reason I cannot find how to add/import a task. I have looked at the online documentation and there should be something call task under the dashboard icon but I do not see that as the admin. Under dashboard I have defect (bug) then milestones. Please help. Thank you!
How do I remove a user from a project
I want to remove or delete a user from a project but I can only add users. There is no way to delete or remove a user from a project. The project is configured as Private. I am the admin and Owner.
Project Column in Timesheet Grid View?
Is there a way to add a Project column to the Timesheet Grid View? We're using task templates and would rather not rename the tasks to be project specific. Thanks for your help!
Client user acces
Hi there, I ve created a client user for a project and I want give him only access to some documents or task, but it seems he has access to another documents which I dont want to show him. How is the structure of client user acces? by task, by documents,etc... ? I know there is 2 categories, internal or external, but I use the internal feature and the client can see documents in my other task, how can configure this issue? Thanks
Zoho Project
Is Zoho Project a full project planner that allows us to create Gantt or Pert Charts?
Notification Preference for the Different Type of Forums
You can make announcements to all the project users or send out a sticky or forum post for selected users. However, you can choose to be notified or not about these forums based on your preferred configuration for these notification mails in "Email Notification". The notification mails for the forum posts are based on the forum type and their configured notifications as suggested: If it is a forum announcement all the portal users are notified regardless of their configured notifications. If it is
Gantt Dates don't align with task Dates
Hi, Just signed up for the paid version and noticed that when viewing my tasks and milestones in the MILESTONE GANTT view, the dates in the calendar don't align with the bars for my tasks. For instance, I have a task ending March 15th. When I see where the bar ends relative to the calendar, the date shows Feb 28. Help or clarification would be appreciated.
Deleting a Zoho Projects Admin
Hello, I need to delete a Zoho Projects Admin user or make them inactive in ALL projects and I'm not sure how to do this. Could you please point me in the right direction to achieve this? Thank you
How to enable API access for a project?
EDIT: I think I figured this out. Turns out I'm not using Zoho Projects, I'm using Zoho Bugtracker. Under https://projects.zoho.com I only have a single project. Is there a bugtracker specific API? I have 4 projects when I visit https://bugtracker.zoho.com. Hello! I'm just getting started with the Zoho Projects API. I have gotten an authtoken and have successfully used the get portals and get projects endpoints. However, my get projects endpoint only returns a single project (even though I have
If I buy Zoho CRM Plus 50 USD, I will recieved Zoho Project ENTERPRISE with unlimited user 80USD and Zoho Report 50USD?
Hello I subscribed Zoho Project PREMIUM 40USD/m I have 2 Question. 1st Question, If I buy Zoho CRM Plus 50 USD/m, I will recieved Zoho Project ENTERPRISE with unlimited user (80USD/m) and Zoho Report (50USD/m)? https://www.dropbox.com/s/9gz1cm0xsrpli0l/If%20I%20buy%20Zoho%20CRM%20Plus%2050%20USDm%2C%20I%20will%20recieved%20Zoho%20Project%20ENTERPRISE%20with%20unlimited%20user%20%2880USDm%29%20and%20Zoho%20Report%20%2850USDm.jpg?dl=0 https://www.zoho.com/crm/comparison.html 2nd Question Zoho bug
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