Tasks and Milestones Tab Not Appearing
Hi there, I just started a new account and am testing to see if I can transfer my company over. The Tasks and Milestones tab does not show beneath the Bugs tab in the project. I know this exists because I can see the screenshots in the Getting Started Guide, but I've looked everywhere in my project and cannot find a way to add tasks at all. I can't create a new task in the Feed tab either, but I can add a milestone and a bug. The pricing policy says that tasks should be included in the free version,
Archived projects and storage limits
Been testing zoho and haven't been able to find an answer to a couple of vital questions. Each of our projects requires numerous large files (we could easily use the 30GB of space on 4 or 5 active projects), and we would require access to many of our archived projects long after they are completed. So, 1. Is there any limitation on the number or age of archived projects? 2. If archived projects count against storage total, is there a way to strip attachments from feed to recover that space without
How to change the role from viewer to user?
Somehow one of our guys is a viewer on the project instead of a user and so cannot be assigned tasks. The HELP feature says either he changes his role, or as admin I can do it. If I am in the project and go to followers, I can see him there, but editing him can only change his role from manager to something else. I told him that he would have to do it, but we cannot find any place to do so. Thank you
Private Commenting
Can tickets have private comment fields? This would be useful especially when re-assigning tickets to other internal team members to provide additional information that the client should not see. Other issue tracking tools such as Bugzilla have this standard. Is this available? Thanks, Patrick
Allow for default setup of Project Customization items organization wide - please!
Having to adjust each project to turn off pages, bugs, etc. is a waste of time! Please allow users to set defaults for organization wide so if I turn of "pages" org-wide its automatically defaulted to off in an individual project. This is especially frustrating as all those items, "extras" are separate fees, if I say no to "upgrading", I should also have the option to turn off that constant "advertising"...Please!
Pushing Dates
Hello. I'm hoping I just can't find what I'm looking for... I changed the deadline of a Milestone and all the tasks in the associated task lists did not get pushed. I also don't see any way to mass select tasks and change the deadline or start date like you can change owner or mark them closed. Some of our task lists have 20+ tasks. We often have a project that will be put on hold for one reason or another. When it becomes active again we need to update the dates of 6 task lists each with 10-20
Client Overview of All Projects in Bugtracker
This is for bugtracker, but it's not an option in the Forum so placing this under Projects since they are similar. I have several projects for a particular client. I have customized all the fields for each project, love that feature. But the client has no overview of all the projects and tasks under projects. I'm looking for something equivalent to Home > My Tasks where I remove the ME filter as an admin. I love to see an overview of all tasks outstanding by project. I don't want to make the client
Google calendar not syncing correclty
Hi! My google calendar is not syncing correctly with Zoho Project. I export the correct Gcalendar feed into my Google Apps enterprise calendar, and some entries are shown, however only a small fraction. Can you help? Many thanks, Dennis
tasks & subtasks link
Is there a way to establish a dependency between tasks and the underlying subtasks. I've seen the question posted about updating the % completion of the master task based on subtasks and I think I understood the answer to be (N)o it doesn't do this. What about the task period/duration? It seems that the subtasks should update the master task period. Is this not supported either? Thanks.
Cannot Upload files to my Project
I am unable to upload files to my Projects documents. * Am to create Folders & Sub-folders. * Am able to move files between folders * Am able to select "Upload" from the top of the folders window * It transitions to the directory of my PC and i am able to navigate to the folder and to the file i want to Upload * On selecting the file an "Upload" window pops up in Zoho with the file i want to Upload in the box * I am able to select the "Start Upload" at the bottom left the pop up window * In the bottom
Convert to PDF - Button does not work
When I go to a project and click on Reports & Gantt Charts > Milestone Gantt then I try to Convert to PDF, the button is not working it keeps moving and I cannot click on it. Browsers Tested: Chrome, IE, Firefox
Task length
If I create a task which starts on Monday and ends on Sunday the week after, Zoho calculates the duration of the task to be 11 days. I have configured working days to be Mon-Fri and not Sat/Sun. But I am quite certain that two work weeks equals 10 days, not eleven. I notice that if I schedule the activity from Monday to the next Friday, the result is 10 days. But if I chose Sunday, the result is 11 days. Bug or feature? Best Regards Johan
Disable Client Access - System Wide
Our firm uses Zoho Projects for work we conduct for clients. Our process is proprietary and confidential, however, and it appears to be commonplace to have dialogues regularly appear to allow for the invitation to clients in addition to internal users. Is there anyway to disable/remove, either on a client level, or preferably a system-wide level, the option to ever have a client receive communications from it? There is no scenario where we would like them to receive communications from Zoho Projects.
Feed sever down?
All the feed disapeared in our projects! What happened?
RSS Project feed is gone in new UI
Where is the link to the RSS Project feed in the new UI? It is referenced in the User guide here but does not explain where that is. https://www.zoho.com/projects/help/project-settings.html#rss-feed
Hiding the iCal description
Is there any way to omit the Description field from the iCal output? And, if not, please consider that a feature request. The Upcoming Events widget for Wordpress displays an iCal list of events. By adding a particular user to certain events, and then using that user's iCal link in the widget, I am able to display a calendar of events in my Wordpress site. However, it includes the Description, which is simply a repeat of the summary, followed by a line break (which Wordpress throws out), followed
Is it possible to transform a bug report into a task, of to link a task to a bug report
The Bug / Request Tracker is often the entry point into a project management tool. Once the request had been analysed, one wants to transform the demand into a task for the developer or a dedicated project manager, without having to copy all the information collected during the request analysis available within the bug report tool. What would be the recommendation for such a process ?
How do I access my project activity feed with RSS?
I want to post the activity of my project to my customers on my external website. I can do this if RSS feed is available. I can't find any information on this and everything I search for is 5+ years old on this subject.
Forum post movements
Managers should be able to move posts between categories. Currently only Admin can do this. lhsilva
Tracking Contacts
Is there anyway to track external contacts within a Zoho Project? I can't figure out a place to put them!
Reoccurring tasks within a Project template
Maybe I am missing this, but after two hours of searching and watching YouTube videos I can not for the life of my figure out, how to include Reoccurring Tasks within a Project template. Any links/advice would help.
Profiles and Permissions
I sure wish you would give us the same customization level in PM that's available in CRM. Without it, I'm going to have to look at other SaaS options. We really need to be able to manage information access more efficiently. Wendy Dermott
Tracking Contacts
Is Zoho Projects capable of tracking contacts within a project? I can't figure out the best place to efficiently track all contacts within a project.
Unable to upload profilepicture
After several attempts I am not able to upload a picture to my profile. Any suggestions why??
No Zoho Projects buttons at the bottom of email
We have enabled Zoho Projects for many people in our organization, and it appears that im the only one that doesn't have the email integration buttons at the bottom of my email. It just shows "Zoho Projects - Project Management, Collaboration & Issue Tracking Software"
Gmail Contextual Gadgets for Projects now working
Hi, We recently signed up for paid versions of Zoho CRM and Projects. I registered online using my email account for both products and then afterwards learnt about the Zoho Contextual integration for Gmail so went and added both Zoho CRM and Projects into our Google Apps Domain. I can log into both products fine through a browser and use them fine. BUT, when I try to access either of these through the Gmail menu (shown in screenshot) I get the permissions error "You do not have permission to access
Subtasks and Summary Tasks
Dear all, When reading about subtask on https://www.zoho.com/projects/sub-task.html I see the term "Summary Task" mentioned. What is this and where do I find it in Zoho Projects? This page also talks about a double-arrow button used for indenting or outdenting tasks to create subtasks. This button should be visible by hovering the mouse over a task. I am also unable to find this feature. I am using the Enterprise version of Zoho Projects. Best Regards Johan
Multi-level task list
I'd be great if Task Lists could be made multi-level. Any possibility this will happen?
How can an Admin tell if a user has activated their account?
I'd like to know if a user has activated his or her account other than the intermittant "activity feed." Any suggestions?
Subfolder creation not working
I have been given Manager status for a project. When I try to create a Subfolder, the creation dialogue box pops up, but when I click the CREATE button, nothing happens. I've tried in three different browsers. In Chrome, the button doesn't even seem to operate; in Firefox and IE 11, the button seems to operate but the dialogue box just stays on screen and nothing happens. Is there a browser setting I need to change?
Update project dates
Hi, I was wondering if there is a way to shift dates of the whole project or a task list without changing each task start date? Thanks, Saman
Depenencies
Dear all, Zoho project is great but the dependencies is totally worthless. It seems to me that the only way to remove a dependency is via the Dependency View and that view is really terrible. There must be a way to group the task by task list and milestone or at least apply a filtering to the list. It's impossible to find a task when you have hundreds within a project. EDIT: Found a way to remove dependencies in the Gantt view. Great improvement for my workflow! Also, if I wish to insert a task
Resource Utilization
The old resource utilization layout allowed a person to view utilization on a monthly basis. The new layout only allows a person to view resources for a period of a week. Can we get a monthly view or a custom defined period option to view? It is hard to gauge our company's capacity only looking outward a week at a time. Any help would be appreciated.
TimeSheet Approval
Hi, have The timesheet module option to approval and close a time record after this is submitted?
Zoho Projects
Hello: I am really happy with Zoho, and Zoho projects so far and we are considering using it as our primary management system. However there were a few things I had questions about: - When creating a new project, is there a way to create a template project? For example, we host training seminars. Preferably we would like to be able to click "New Project", select the speed reading template, and enter a date for the seminar. When the project is then created it already contains all of the defined tasks
generate data with php
how can i generate data(project,tasks) from zoho project in json format with script php
NEW DOCUMENTS INTERFACE - FEEDBACK
After using the new projects interface for document management for a week or so now, I thought I'd give a little feedback on a few things and see what others thought. We use Projects very heavily for document management. Document Descriptions We no longer have the ability to type a description about a file when we're uploading it. These descriptions used to be visible when looking at the documents list as well. This is very helpful to the user to be able to see a brief description about a file
Tip of the Week: Drag and Drop option in Calendar
As the thoughts flow in your mind, you plan the tasks, provide duration and assign users. While you go through the calendar later, you feel that a couple of tasks should needs to be postponed by a couple of days. Do you navigate to the Tasks & Milestones section and change the task duration? is the question I have for you. In case of YES, I would say that the task duration can be changed from the Calendar module itself. All you need to do is: Drag the task bar and Drop it on the required date. Note:
Milestone and task list dependency
Hi, I have just set up a test project in Zoho and have a question about milestones. I added a milestone and some task lists associated with it. Then I set the work hours for the tasks to more than could be done before the milestone was to be ended. Now the Gantt chart correctly shows that the milestone ends before the task list, but I get no warning about this. I would need a warning that the associated milestone will not be completed in time if I for example extend a task that due to dependencies
Doubt about Client
Hi everyone, I want to know the following: If I add a Client in the project, my staff can see his contact information? There's any way to hide this?
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