Add All company users to all projects on Portal
I have about 10 team members that I want to add to all 40 projects and to add to all new projects as they are set up. Currently 4 only 4 users are set up when I create a new project. How do I add users to automatically add to all projects?Just upgraded Yoho to enable subtasks
How do I convert a task to a subtask after purchasing the upgradeDrop Box Files Not showing in Documents tab
Drop box files from another user have been shared with me, and I have set up and successfully synced them in Zoho Projects - Dropbox sync, but the files do not show in the Documents tab of Zoho Projects. What am I doing wrong? Can anyone help?Removing Zoho window from e-mail body
Hi - is there a way to remove the zoho window that appears at the bottom of all e-mails? Please see attached screenshot. Also, is there a way to customize this per each user, so that some see this window while others don't? Thanks, Isaac.Incorrect Task List API documentation
FYI Under the parameter section for Getting All Task Lists it lists "projid" as a required parameter. http://www.zoho.com/projects/developers/tasklists-api.html#2 Passing in this parameter will give you a "Missing Input Parameter". The correct parameter should be "projId". Hopefully this will save others from wasting their time!"Save As" for to Create Project Templates
It would be very nice to be able to save a project as a template. In other words go the other way with it..right now we can create a new project from a template (of course!) but not the other way around.Feature Request: White space in task notes
Linked to: https://help.zoho.com/portal/en/community/topic/idea-task-note-entry If the richtext is really complicated to implement, a short-term fix would be to display all white space on task notes so indents are visible. Currently the following in the editor: Line 1 with some text - indented line2 with some text Gets displayed as Line 1 with some text - line2 with some text When you edit the same note the indent re-appears so obviously it is just a display formatting issue. thanksBUG: Text Highlighting causes popups to disappear
Hi Click on the "NewTask list" link when in a milestone Paste in any text content Highlight text using a right to left sweep of the mouse, ensuring mouse cursor moves outside the left side of the "New task list" pop-up (be sure to keep mouse button depressed at this point). Notice text is highlighted Release mouse button New task pup-up disappears Does not seem to be limited to this pop-up, found while using Chrome (8.0.1025.162 m) paulPrice for Projects too high
Is there a way you can work out giving me access to the timesheet feature without the high price? I just can't justify the fee to just add the timesheet feature which is all I need with the current functionality of projects. Is the fee negotiable? I really like projects and would hate to not use it because of the high price. thanks, RayAdd a delete bug option to the Bug tracker from within the bug itsself.
This option is available in list view but not one of the options available from within the open ticket. It's a tiny thing but would be handy for non tech users.Is the max Gantt view less than 12 months?
When I tried to generate the Gantt view for my project, it looks like the selected period can not be more than 12 months. But I would like to see 36 month schedule. Not sure how I can do that. Thank you! qchentjDistinct Logo per Client Project
We have, as many of your users, projects per client. Would it be possible to have a project specific or client specific logo? It would promote more client adoption if the logo was theirs. Ours can show up as well, but theirs would be the most important one. Has this been requested before? If so, any plans to get this done? I know that Teamworkpm has this feature and it provided an excellent client impression.Cannot upload from Google Docs
Whenever I try to upload a doc to my project from Google Docs, it gives this error: Files with size equal to zero cannot be uploaded I suspect this is because I'm not choosing a file from my computer to upload in the "Browse" field. But obviously I don't want to do that since I've successfully selected a Google Doc from our library. Am I doing something wrong?Inconsistent data/time format used in response xml
Can someone explain why different date/time formats are used throughout the API? We already try two (MM-dd-yyyy hh:mm and MM/dd/yyyy hh:mm) when parsing various xml responses and now I am encountering '29 May 2012 hh:mm'. Is there a way for us to control which format is returned to us? Why do the formats keep changing and not comply with the API doc, i.e. <proj_created>2009-10-20 17:08</proj_created> Working with this API is a real head ache. Please advise.Addition of 'Not Applicable' as a Status
In the absence of user customizable status settings in Zoho, we would like the status of "Not Applicable" added. We build very robust templates and inevitably there are a handful of items that are not applicable to every project. Currently we have to add a note and then close the item. This is time consuming. We do NOT want to simply delete the task as this creates a situation where we are unable to determine if the task was deleted because it was Not applicable or it might have been deleted inZoho Project API - Adding Tasklist from Tasklist Templates
Is it possible to add a tasklist from the tasklist templates via API? If so, can you give the method reference? Thanks Davidprogressively dependent tasks and subtasks
I have developed a task list with multiple dependent subtasks. Each subtask is dependent on the previous tasks completion. Such as design>(subtask) approval > (subtask) RFQ > (subtask) approval > (subtask) contract award. Since these subtasks are progressive and predependent on one another like a cascade, I can't figure out how to make a task completed, becasue when I mark it "status closed" (like the RFQ has been forwarded) all the subtasks below it show up closed when in fact they are yet tochange time zone
can't seem to figure out how to change the time zone of the projectHow to - Individual Task completion %ge?
Hi, I 've a small issue. I want to know the %of completion of task by individual people in a group task. I mean if i have assigned a task to two people. Then one person completes the task and another have done partially. (just a task like learning something). If one person / user keep the task to 100% it is reflecting in another user account also. So, I want to have individual % of completion of task. Thanks in advance for any help Thanks & Regards inblueswithuadding contractors without email
how do i add a contractor without an emailreorder tasklists
http://www.zoho.com/projects/help/taskslist.html this link states that we should be able to reorder tasklists. i dont' see how. i can easily reorder tasks within a tasklist. i can also reorder milestones. i don't see how to reorder tasklists within a milestone. below is a screenshot of the edit menu. the zoho support page makes it seem the option to reorder should be in this drop down... don't see it. help?zoho projects - client access
Hi there, I'm currently evaluating online project management solutions and i love love LOVE your product. however, i've heard that it's kind of a pain in the ass to get clients to sign up/in to access the client pages. the hassle of being invited, then creating a zoho account, then being added to zohoprojects... some people just can't handle that. they just want to be assigned a user logon/pw and be done. is there any other way that we can do this? your product is great, and the price is right, itsTrouble updating a task
I am trying to update a task using the API and running into problems. I tried doing a POST to https://projects.zoho.com/portal/fusionroom/api/private/json/task/update?apikey=XXX&ticket=bba3388115f69a58127bcf5efa391d69 With the following data fields: projId = 14f40c3524eb60cd9ca2f4280518ee3b6755b1c1035e80e0 personresponsible = 6d92ff6934a96d44 todotask = Test Task taskdate = 01-02-2013 taskid = 14f40c3524eb60cd2603ebabba02c65d2a292998f290dfc5 duration = 7 priority = None pcomplete = 0 I always recieveEmail new post to forum - how to get all team members to be on watch list?
Hi, I just tried emailing a new forum topic into my forum. It works well - the post is made in the forum, and I even included an email attachment which came through. However, I just realized that none of the team members were notified of my post, because they were not included on the Forum Notification list. How do you email in a forum post and have all members selected for the Forum Notification users list? Thanks!Resources rather than Users
When I am defining my project I want to assign a task to a 'resource' rather than a 'user' because to add a user requires an email address and confirmation etc, but the resource that will complete that task is not something I can send an email to and expect someone to play along. A Resource can be a User, another person, some kind of abstract process or event. I can't use this until this is possible, but I would like to, so please tell me if there is a way to do what I want.Report across projects
How about adding a custom report creation feature to Projects. It would be nice to be able to run an allocation report for each user across all projects.Client user needs create a Zoho Account after invited?
If i created a new project (as Project Owner), and I added a Client User who is the client in this project. for example, his email is: john@test.com After John gets the invitation, it says in the invitation: "Use the same password that has been used for signing in other ZohoProjects portals.". if John never has any password for any Zoho Projects. (or even has no Zoho account). then John has to create a Zoho Account first, am i right? ThanksWhere are Zoho servers located?
Hello, could you please tell me where in the world the physical servers for Zoho Mail, CRM, and Projects are located? I am a U.S. Director of an off-shore Cayman's SPC Hedge Fund, and want to know where the information I put into the servers will be physically located off-shore or not. I really need an answer to this question ASAP. Thanks in advance for you prompt assistance! Kind regards, PatrickReports - Need to get the resolved person report.
Currently, we struck up with retrieving the data of resolved bugs by the developer. We can't able to extract who have resolved the bug. Since the bug is fixed, it will be routed to the bug reporter. Hence assignee will be bug reporter. So we couldn't able to retrieve the resolved person. Please address this. Let me know for any clarifications.create project from approved estimate (invoice)
i heard there was a integration between zoho invoice and zoho projects how can i create an task / project from an estimate ? please help me. AnandOverall UI Feels Very Burdensome
I love good project management. Over three months of using this system, I'm begging for JIRA, or Basecamp, or Asana, or anything else. The overall UI of this platform feels like something a programmer designed. I work with a lot of non-technical people on my team, and it's like pulling teeth getting them to use the system - not because they don't want a PM platform, but because they find this too overbearing to get into. Navigation through the system can be dense and non-intuitive. For instance,send e-mail
I'd like to send e-mail to all users at once. How do I do it? Also, I may want to send an e-mail to some users, but not the others. How do I do it? vera.krasnovaTask Notes UI Needs Improvements
Viewing a task, and looking through notes, the space is so dense and untreated that if you're scanning, it's nigh impossible to tell where one note ends and another begins. On top of it, they're ordered newest to oldest, with no ability to resort the notes, meaning you have to read from the bottom up, hunting for the start of various notes. More whitespace, background shading, avatars, anything would help this.My Tasks needs smarter discovery
As I'm involved in more projects, I'm finding that the My Tasks area is maddeningly frustrating to use. Points of issue: It's actually showing me task lists, not just tasks (not a problem in-and-of itself, but leads to #2 and #3) The task lists also include OTHER people's tasks, not just my own, with no way to filter them out The task lists are not grouped by project, but instead are in some order that isn't made apparent and seems random When I log in for the morning to see what needs to be done,Is there a way to move tasks between project tabs?
I have several tasks within a project which can be see in the project dashboard, that I need to move to a general tab I have created under tasks and milestones. Does anyone know how to transfer all the tasks?Bug Field Adjustment UI becomes stuck in place if the user adjusts a field, then changes projects at the top (Zoho Enterprise Bug Tracker)
Bug Field Adjustment UI becomes stuck in place if the user adjusts a field, then changes projects at the top (Zoho Enterprise Bug Tracker) 1. Access Zoho 2. Click on any project 3. Click on Bugs Tab 4. Click on Bug Settings sub-tab 5. Click on Fields 6. On the Fields screen, click on Edit Values to adjust 7. Click cancel 8. Change the project at top left of screen 9. Observe Result: The Edit a Values interface is present and does not go away. The user cannot change projects, the user cannot changeHow do I delete a tasklist template?
Hi, We're actively using the new tasklist template feature. However, we cannot figure out how to delete tasklist templates that we created in error or are no longer needed. Please help. DaveZoho Projects - Documents - Heading Fonts Problem
When working on a document in Zoho projects I use Headings (1,2,3, etc), when I save, close and re-open the document the Headings are still set as I originally chose but visually they are all mixed up. So for example "Heading 1", the largest, will appear so small I can't read it. I will have to reslect Headings to return them to original look. Using IE 8.copy/move tasklist
Hello. Under "Tasks & Milestones", is there any way to copy and/or move a Task List from "Upcoming Milestones" to "General"? Thanks!Stop auto-emailing
To Zoho team, this major problem has been reported a long time ago but no action has been taken and lately even responses on this issue have stopped. Email spamming perpetrated by Zoho projects must stop. A very simple solution is to change the default state to "no-email" and only send a message when a user chooses to do so. Your prompt attention and response would be greatly appreciated.Next Page
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File uploading enhancement - Zoho Projects iOS app update
Hello, everyone! In the most recent Zoho Projects iOS app update, we have made an enhancement with uploading the files on the app. You can now initiate a file upload and switch screens or apps. Once the app is reopened, the file upload will be automaticallyEnhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be groupedPower of Automation :: Automatically update the Project status based on the Milestone status
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automatePower of Automation: Automating Task closure when associated Issues are resolved.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Power of Automation :: Automatically sync the Timesheets with Zoho Creator
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. Lets consider the below use case
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Zoho Projects API filter search?
Good day everyone, I am trying to grab all the projects that belong to a project group using the API. I got my group ID. I am already using some paramaters in my request to be able to grab more than 100 (yes we have a lot of projects). So trying to addPower of Automation: Streamline auto status update for Tasks from Zoho Projects to Zoho Desk.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Projects drop-down list only available for one customer
Am facing a challenge here, the projects drop down is only available for a single customer, and every new project I create is auto-allocated to the same customer, how do i rectify this? is it an error in the system?Milestone Bars not Syncing
My Milestone (orange) bars are not syncing like the Task List Bars do. Are they supposed to? I have to keep moving them manually. My Milestones say 0 days as well.Types of Zoho Projects Users
When managing your Zoho Projects Subsription to add "users", there are 5 options: Additional Users Client Users Add-On Support Add-on Readonly Users Add-On Resources Add-On No where that I have found clearly describes the differences between these 5 types
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Enhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be groupedTip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enableCatch Zoho Projects' New Video Series!
We have a refreshing update! Zoho Projects' How-To Video series is now live on Zoho Projects' Help page! The video series intends to provide significant information about Zoho Projects' features and solutions that would help users make full use of ZohoTip 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).Rename Task Module To Suit Your Project
Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelled
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