Create global project dashboard for all users

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• Chris Zimmerman

• l speth

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• Rose Koppy

  

• magnuson

• Sticky Posts

• Four types of task dependencies

  "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise

• Tip: How to print the Gantt View

  Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones

• Project Management via Emails in Zoho Projects

  We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more

• Task and Project numbering

  Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks

• Task Inline Editing Enhancement

  Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.

• Recent Topics

• Parent-Child Tickets using API or Deluge

  Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the

• Blueprint transitions on locked records

  We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

• CC from mail client to Zoho CRM

  Hi,  Is it possible to have emails sent outside of CRM use a CC that sends them into the CRM and attaches to the record?  Thanks

• Department e-mail signatures

  Hello everyone, We're just in the process of evaluating various help desk software alternatives and Zoho is looking pretty good to us at the moment. Our set up is a bit strange and I was wondering if this is possible. We have one tech who looks after

• How can I hide "My Requests" and "Marketplace" icon from the side menu

  Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,

• WhatsApp Calling Integration via Zoho Desk

  Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

• Sites Speed and Performance Grades

  I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

• Include Audio in Zoho Assist Session Recordings

  Hello Zoho Assist Team, We hope you're doing well. We’d like to formally submit a feature request regarding session recordings in Zoho Assist. 🎯 Current Limitation When conducting a Zoho Assist session that includes voice and/or video chatting, the recording

• Unable to update Created Date/Time even via upsert

  hi all --- running a demo version and "recreating" some data from hubspot. I had tried the method to automatically move data over but it missed A TON of fields and some stuff wouldn't even map correctly so i am simply creating new Deal records to test

• Blockchain Feature?

  Since I'm not an expert in this technology, is there any reason why you would not want to add this option to your Zoho SIgn documents? Is there a downside?

• Kaizen #196 - Zoho CRM Queries - Best Practices

  Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. Got

• Best way to account for shipping charges to customer

  I have been allocating all our shipping expenses to the "postage" account, but I realise that is probably incorrect, as for the most part, we pass on shipping charges to our customers. So I should probably add the shipping charges into the "shipping charges"

• Zoho Flow s’enrichit avec les subflows et les actions Webhook

  Nous sommes ravis d’annoncer deux ajouts importantsà Zoho Flow : les subflows et les webhooks sortants. Ces nouvelles fonctionnalités ont été conçues pour vous aider à créer des workflows plus facilement et à automatiser davantage de tâches répétitives.

• How to assign canvas view for portal user

  Hi , as a portal user, I can switch to another canvas view, however, I cannot find any field to configure a default canvas view for portal user. May I ask how to set it up in CRM? And if I can view list by sheet view as a portal user?

• Restrict Leave Application Based on Attendance Cycle (24th to 23rd)

  Hi Zoho Team, Our organization follows a custom attendance cycle from 24th of the current month to 23rd of the next month. I would like to configure the system so that: Employees should not be able to apply backdated leave for any date after the attendance

• How do I assign a parent to an existing campaign?

  I created a campaign but now I'd like to make that existing campaign a child of another.  How can I do this?

• Categorize Tickets Through The App

  I used to be able to categorize and assign tickets through the app without any issues. However, for the past year, whenever I try to edit a ticket, select a category, and click save, it doesn’t actually save the changes. As a result, I haven’t been able

• Can't add picture to email template. Says I'm over the character limit.

  I tried creating an email template with a picture and it says I'm over the character limit. The picture is pretty small. What can I do?

• Allow breakdown of per diem for meals provided

  Would it be possible to break the per diem down into what you get for each meal. The reason for this is we want to offer per diem but if a meal is provided by a customer or sales we need to remove this from the per diem bucket for that day. We break down

• Automatically moving Leads into their corresponding buckets

  Hi, I have developed a lead pipeline and created different cadences for various lead segments. After enrolling leads into their respective cadences, each lead goes through a series of follow-ups (in my case, three emails). If a lead does not respond after

• Tracking Email Template usage

  I'd like to be able to track how many times agents/users send an email from Templates. This is so we can track their activity in relation to Campaigns in CRM. Thanks

• Get employee id of authenticated user via API

  Hi, For adding timetracking records an employee id is required. Is there an API Route available to get the employee ID of the current authenticated user? or something like /users/me Currently using https://people.zoho.com/people/api/forms/employee/getRecords

• Zoho Social API for generating draft posts from a third-party app ?

  Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.

• Collect in-app feedback with richer context and granular insights

  Hello, Apptics community! From GenAI chatbots to one-tap checkouts, user experience standards keep rising—yet 96% of unhappy users never explain what went wrong; they simply leave. Introducing in-app feedback 2.0 banner In-app feedback 2.0 is here to

• Temporary restiction

  My account says You have been temporarily restricted from publishing jobs from Zoho Recruit.Click here to request a one-time approval to publish your jobs and when I go to click it shows error. Kindly assist.

• Help with Quote template for peer review

  We are wanting to do peer review of quotes/proposals, however the quote templates dont have product cost, profit margins, etc. It is difficult for a manager to approve a quote without ensuring nothing is going out at improper margins, etc. I have not

• How many AR fields We can add in a form?

  I want to add at least 10-15 AR fields in a form. I just want to know is there any limit on the AR fields or do I need to pay extra money for using 10-15 AR fields. Thanks in advance.

• Agent working hours

  Hi, I know it is possible to set company business hours but is it possible so that agents can have different ones? I.e. some agents cover later hours on specific weeks - can these be set so those agents that are "working" get notified about tickets etc. 

• Disallow CLOSE if tags field is empty

  I want to introduce a mandatory condition that NEW tickets (not prior closed tickets) cannot enter the CLOSED state without first having an entry in the tags field. Is there a way I can do this?

• Central de Ajuda - Restringir visualização de tickets

  Estou tentando configurar o Zoho Desk para que determinados usuários dentro de uma mesma conta consigam visualizar apenas os tickets criados por usuários específicos dessa conta — e não todos os tickets ou apenas os seus próprios. Até onde sei, existe

• Business Hours with lunch break

  Our business hours are: mon - fri 08:30 - 13:00, 15:00 - 18:30. How can I handle the lunch break? If I use 8:30 - 18:30 it obviously breaks SLA. Thanks

• Default/Private Departments in Zoho Desk

  1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?

• Ask the Experts 21: Power up your support game with Zoho Desk Automation

  " In every business, there are tasks to automate, Zoho Desk helps with features that integrate Assignments to manage tickets and teams to align,Macros for quick actions and workflows to streamline Contracts and schedules to hold things tight, Plans run

• If leads are assigned to a person before 4:00 PM and the stage is "Fresh Lead", then an email should be triggered at 4:00 PM to all assigned users. If leads are assigned after 4:00 PM and the stage is

  If leads are assigned to a person before 4:00 PM and the stage is "Fresh Lead", then an email should be triggered at 4:00 PM to all assigned users. If leads are assigned after 4:00 PM and the stage is "Fresh Lead", then the email should be triggered the

• Multiselect lookup in subform

  It would be SO SO useful if subforms could support a multiselect look up field! Is this in the works??

• Tasks as calendar events? What about a way to verify a meeting actually happened?

  I'm not sure how to best ask this, but i'm looking to add some guard-rails into zoho for the end-user. However for guardrails to be effective they can't really add extra steps for the end-user. i.e. every step that's added for the user, is another place

• Attachments should sync between Zoho Finance in CRM and Zoho Books

  It would EXTREMELY helpful and practical if the attachments added to an invoice via Zoho Finance in CRM synced with the invoice updates in Zoho Books. Currently, attachments to an invoice updated in CRM DO NOT appear as attachments when viewing the same

• Introducing a new home page view and UI enhancements for Dashboards

  Hello everyone,  In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User's

• Translation support expanded for Modules, Subforms and Related Lists

  Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended

• Call result pop up on call when call ends

  I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but

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