Tip #9 - Know your Portal settings today !

Hi there,

Last fortnight, we toured on how to manage the Email Notification Settings in Zoho Projects. Before you start your work in Zoho Projects, I would suggest you to ensure that your portal is neatly set with all the necessary pre-requisites. The Org Settings helps you to configure your portal and manage its settings effectively. You will find two tabs - Portal Configuration and Portal Settings in the Org Settings page. Here's how you can set your portal with ease.

PORTAL CONFIGURATION

Navigate to Setup at the top right corner of the portal and click Org Settings.

Don't forget to set the following entities in your Portal Configuration tab.

Set the date format and the business hours.
Configure holidays
Decide whether your timesheet should be submitted with or without approval

Click here to learn more about these settings.

The Business Hours setting is available only in the Premium and Enterprise plans.

Skip Weekends and Configure Holidays settings are available only in the Premium and Enterprise plans.
In the Date format and Business Hours settings, if you select the hours option in Task Duration in, the task’s duration is calculated based on the scheduled working hours.

PORTAL SETTINGS

Navigate to Setup at the top right corner of the portal and click Org Settings.

In the Portal Settings tab, you can..

Change the Portal URL name
Change the portal owner

Click here to learn more about these settings.

When you try to change the portal owner, only users with Admin role will be enlisted in the Select New Portal Owner drop-down.

The Portal Owner Change setting is available in the paid plans only.

Hope the above points will help you make the best use of the portal settings in Zoho Projects. You can share your feedback by commenting below.

Thanks,

Kiruthika V.

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
kiruthika

Sticky Posts
Tip of the Week: Task Sorting
I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).
Tip # 3 - Follow And Add Followers To Your Project Modules
Besides owning effective managers and quick-witted employees, you need to have supportive followers for accomplishing your project goals. Accompanying this note, today, lets run through a quick and easy tip on 'How to follow and add followers to your project activities?' . Follow the project activities all by yourself -Follow to get real-time milestone updates Milestones are nothing but your project goals, which can ultimately uplift your projects' quality to the next level. Now, users in the portal
Tip of the Week: Task Dependency (Duration in Hours)
I hope the tip on task dependency helped in understanding how it works in Zoho Projects. In a real-time, the successor task may or may not start on the predecessor's completion date. On either case, a project management tool should allow the users to set dependency between tasks. Ain't it? In Zoho Projects, the Task Duration in Hours option allows the users to set dependency between tasks that ends and starts on the same day. The Portal Owner and Admin role users can activate this option from the
Tip of the Week: Task Dependency
Task Dependency - a feature that allows the users to establish dependency / linking between tasks within the project. Points to be noted with respect to this feature: Task Dependency can be set only from the Dependency View section within the Tasks & Milestones module Tasks setup with duration (start & end date) will only be displayed in the Dependency View The supported dependency model is Finish to Start Dependency can be established only between the tasks in the same project A task can be dependent
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: