zoho projects - document management suggestions for improvem
Hi, I find the zoho projects service very good. We are using it to track documents and the tagging function is useful. However, I have two questions: a) is there a way we can search our documents by filename instead of just by tag and by extension? b) Is there a way to display the tags alphabetically and vertically instead of just by popularity? This would help organise the functionality. Thanks galenyeo
task planning pane, start date chooser bug
hello, i selected today day as start date task parameter. As soon as clicked on "Update Task" button page reloaded with 31 December 1969 start date values. please check and fix ASAP. tx tatko777
Uploading Mail Merge Source Documents
I'm thinking of using the mail merge function in Word, drawing data from a separate excel spreadsheet. These word & excel documents will be shared amongst different users. Under "Documents" tab, how can I upload onto Zoho these two linked documents?
Tip 8: Archiving a Project
Archiving Projects are done for permanent or long-term preservation of projects which will be helpful for future references. To archive a project in Zoho Projects, Select a project from the project panel ------> Click on "Edit" () icon -----> Select "Archive" from the Project Status drop down. Screenshot pointing edit icon to open Project Details Edit Form Screenshot displaying the Project Details Edit Form
por cuarta ocasion
ya nos estamos entendiendo Francisco Javier Anguiano Amezcua
sigo por tercera vez desesperado
tengan mucha paciencia Francisco Javier Anguiano Amezcua
prueba
1 2 3 probando Diana Rebeca Sifuentes Martinez
Trouble adding clients
I have tried and tried to add clients to the client view of my project, but it just doesn't work! I can create a client company, but I cannot assign the company to projects or add client users to it. I have tried it with Firefox and Safari.... on Mac OSX 10.4. I was able to do this in the past, but not now...
Add Comments to Uploaded Documents
Is there currently a way to add comments to uploaded doc's in Projects? This would useful as well for different users modifying a doc. I understand I can use the forum, however, it would be useful to link a forum post to a specific document, and even better to add comments within the document section.
Tasks taking less than 1 day - how?
The single biggest reason for us not adopting Zoho Project is the (seeming) inability to create tasks of less than 1 day in duration. For example, we may allocate 4 hours to revising a website design - or even smaller units - potentially 8 individual tasks in a day. Yet I am only able to allocate 1 day as the smallest unit of time. So a milestone may have a duration of 1 day with eight tasks within it each allocated 1 day to complete - 8 into 1 never worked for me :-( Am I missing something here?
Client management, tools, sort, hide/expand, etc
Know there are A LOT of feature requests for basically everything in zohoprojects. One of most painful things we've experienced: Client management should have following features: client mgmt should be role assigned to anyone in company client list should be sort'able (at least alphabetically) client list should have collapse/expand feature (ie. hide all users, expand and show all users). client creation should allow list of customer email addresses, comma-separated (instead of one at a time... very
Problem with changing date format - Bug
Hi, I tried to change the date format (to dd/mm/yyyy) for my project from settings. Once I did that I tried to include a new milestone. When doing so The start date is in this format 31/07/2008 and The end date comes up as Aug 04 2008 Also while trying to save my milestone entry. It gives an error that the enddate cannot be before the start date. This happens for any changes in the date formats. Kindly have a look. - ash# ashgene
nested tasks
should make hierarchical tasks possible. Say i wanted to work on task "Design", which includes "Comps" & "CSS". "Comps" includes "Slicing"... you get the gist. Especially useful for us mindmap fiends, I could plug into your API & provide a mindmeister interface on these tasks. lefnire
Missing elements to make it better
1. How to add the name of a user instead of having only his identification through the email address? 2. How to manage resources and budget with Zoho Project didierdelaval
Suggestions - Multiple Task Levels
It would make a huge difference if we had a way to add more than 1 level of tasks for breaking out ideas. theorionteam
Suggestion - Links to Create when associating Tasks with Doc
It would be very work-flow friendly if there was a way to create a new folder/document or forum/topic from the task list. While building tasks, the train-of-thought is broken since we have to go over to another screen to create a document or forum, then come back and associate it with the task. theorionteam
Employee can Edit & Add Milestones !!
It doesn't make sense why an employee can be allowed to edit or add milestones. Shouldn't that be reserved for Manager Access Only? theorionteam
Can We Synch Project Meetings with Outlook/CRM
Got a couple questions... and if there answers are no the its a feature request! can we archive/synch these meetings with CRM? or can we Assign CRM meetings to Projects? If not... we should! can we synch the meetings with outlook or have them sent as a meeting reminder? If not... it would be super. can we assign/link a project to accounts and to products in CRM? Since we do consulting projects, our "products" in CRM are actually projects and it would be great to be able to drill into them. go get
Altering final & major milestone date
I have recently completed a project. All the task lists & their tasks have been completed. However, I misjudged the final & major milestone date by 3 weeks. Is there anyway I can change this date, and bring it forward eg. make it 3 weeks earlier? Thanks.
Suggestions - Integration with ViewPath
The ViewPath structure is amazing - but you have all the depth of tools! Is there any chance you two can be friends? theorionteam
Zoho Project Reporting
I really like the functionality you provide with the exception of reporting. A more robust, flexible and customizable reporting solution would have me sold on this product as a long-term task management tool. Ken Somogyi
Task Template - Editing & Deleting
Hello, I'm trying out Zoho and don't see exactly what function the Make a Task/TaskList a Template offers? The help says it saves the layout and settings, but I don't see how this is setup or edited. Once something has been setup as a Task List template how can you later edit or delete it? Thanks!
Dependancy View and overlapping dates.
Can you fix dependancy view so that when you add a dependency with a overlapping date it will just move the start date of the task with the predecessor to the next day after the predecessor end date? It is SUCH a pain to click back and forth to change dates on projects just so you can add a predecessor. stewart.scott
Probable bugs
I created a user with an email id, which i then deleted. however when i try creating that user again with the same id it gives a username of its own choice and wont let me change it. also i set 5 tasks of which two were completed. i set them to 100% and they they correctly went to the completed list. under reports i can see them in list view but not in chart view. it says no completed to do task available. its a little strange thats all. thanks, this service is fantastic. Bijal Patel
Task List Assigning
It would be great if we could just simply assign a whole task list to a selected team members...instead of going through each and every task after we've added them and assigning them one at a time i just had to assign over 100 tasks! but LOVING ZOHO.... only 3 days deep in it! dgmanagement
User Name Change
I cant change user's names it just defaults to email id. I would be best if we could assign names that the whole team recognizes dgmanagement
additional feature
Could you add the ability to add HTML pages to the project so that we can describe in detail the project and use unstructured data along with the calendar and tasks ... ghazib
Setting Timezone
Hi, I'm trying to set the timezone under "Settings - Company Settings". For Singapore users, which one should I select? Currently my timezone shows "Europe/Dublin". Also, in fact I have users in Singapore as well as New York. I've seen previous postings last year where other users requested for the function to set a different time zone for each participant in a project. Is this now possible?
Zoho Projects Update : July 22, 2008
Today's update brings in the below features : 1. Have multiple administrators for your account 2. Associate tasks with documents and forums 3. Project Managers can add Client users 4. Separate iCal link for GCalendar More about the update here.
buy upgrade problem
Hi, we tryed 4 tentatives to upgrade our account without any success. In the last upgrade'level, when we clic on validation after closing form button... Nothing happened.... So, we waiting for a long time. We try both. Same result. Iam working under Mac OS X Leopard, surfing with Firefox 3, French. Please help. Pascal LECOMTE pascal_lecomte
zoho projects upgrade
I have just upgraded to the 10 projects option-I have received only 9 projects, not 10. I have had 1 free project active for quite some time, but this should not affect the upgrade. In short, you owe me the ability to add 1 additional project, which would bring the total to 10--not the current 9 just given me, and for which you have just informed me that you have deducted monies for 10. Could you please give me the additional project ASAP? Thanks, ATP atp
adding notes at the same time as assigning the task
Hi, Our company has just moved to Zoho projects, and one issue we have is that after entering a task title, there's not another field to add the description. I know you can add notes after the fact, but that doesn't get sent via email notification. It would be very helpful to have a description field in the task assignment. additonally, what about the option of having hours as an option for the duration field in addition to days? thanks!
upgrade
my company are trying to upgrade but it will not confirm payment - we are looking to upgrade by company credit card to the $20 a month package - can you please let me know whats going on as we need to add new projects thanks david kavanagh davidjkavanagh@googlemail.com dkavanagh
Adding in a timetracking tool for employees
I was wondering if you guys could integrate a time tracking methodology, similar to www.clockspot.net jdave
Fortnightly Meetings
Is it possible to add a fortnightly recurrence option when scheduling meetings? ccsale
i'm can't delete a task !
the icon red "x" does not nicolas_desdevises
Logo
My logo looks horrible, even after resizing - any suggestions? I like being able to brand this, however it seems useless unless it looks good. Online Office Assistants
Zoho Writer & Sheet is hit & miss
I like the idea of using a mobile app, but oftentimes, depending on which computer I use, both Writer and Sheet seems to fail using Firefox 2.0 or 3.0. I'll get a bunch of jumbled text that looks something like the below. I've tried refreshing and things like that to no avail. What do you suggest? I haven't tried IE, and we would like to use Firefox if possible. Please advise. var jsMsg=eval(({Localize: "Localize", StackBar1003D: "Stack Bar 100% 3D", isSharedToFollowingUsers: "is shared to following
setting end time for contractor to automatically disable
Is there a way to set the expiry date for a contractor so it automatically disables the account? This would be great so the admin does not have to manually monitor and edit this account type? If there is no place to set the expiry date, then explain to me the difference between a contractor and an employee besides the label that is applied.
Non-working time
How do I declare certain days as "non-work days" like weekends for example? When scheduling tasks with a defined start date and duration, I would like ZOHO Projects to automatically recognize with the duration of a task stretches across a non-work day and adjust the task duration accordingly. So for example if I have a task that starts on a Monday and has 7 days of effort to accomplish, ZOHO will automatically see that it goes through a weekend and not count the Saturday and the Sunday and calculate
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