Import ICS into calendar
Is it possible to import an ICS file into the Projects Calendar? If so, how please? Also, is it possible to sync with Google Calendar?Resource Utilization Report access requirements
Reviewing user profiles it appears that the Resource Utilization report should be accessible to our Employee profiles. The Global Reports setting is enabled, and module permission on tasks is set to All. Yet our staff with the Employee profile are notHow can I search all projects anything with a specific tag?
I'd like to be able to give to team members a single link that shows them all tasks that are tagged with a particular tag. How can I search across all projects for a particular tag please?Lookup Field in Timesheet Layout
Lookup field associates an existing task/issue field with a timesheet entry. By creating the lookup field you will be able to use the task/bug fields directly in the timesheet. Let us assume that you are the project owner and you want to see the workMass update to change or shift all project dates and keep project structure + shift all sub-tasks dates with main tasks
Most users would expect that if they change the start date of their project then that will be reflected inside the actual project and any project structure would be retained. Additionally if a task list with associated sub-tasks is moved, most users would expect that those sub-tasks would also be moved along with their parent task. This is not the case. For a total Project shift of dates: * the start and end date from > "Edit Project" page can have a radio button added to "shift all project tasksGet notified when someone add an attachment to a task I've created
Take this example: I create a task and assign it to a colleague (as a owner) the owner add an attachment to the task I'd like to get notified about the new attachment Is there a way to get this kind of notification? I've made some tests and this seemsReference Projects Items such as Tasks in Project Pages?
Hi Is there a simple way of inserting Tasks or Milstones into Project Pages, other than manually inserting a URL link? It would be great if the 'Insert' option would allow the selction of Project based items such as Taks etc.Reasign customer user to other customer company
Hi, I have customer users that have been assigned to a wrong customer company. How can I assign customer users to another customer company?Manage expenses from Zoho Projects
One of the most difficult tasks in project management is to track expenses and stay within the allocated budget. With Zoho Expense integration it is now easy to monitor and manage project related daily expenses of employees. The integration helps manage complete expenses, right from uploading a receipt to its approval. What are the benefits of this integration? Track expenses using Expense reports inside Zoho Projects. View expense along with the actual cost and compare it with the project budget.Is there a way to add Expenses in a milestone or a task?
Hi, I have a project that one milestone is a lumpsump and another milestone is billable time and material. Is there a way to add a specific milestone or task when adding an expense in my project?View Project Name on Project Documents
When you add a document to a project there is zero indication on the document what project it is associated with. We have many similar projects with similar documents. When you have many browser tabs and documents open, without something to identify whatSLA's
Hello, I'm having difficulty getting SLA's to work for issues within Zoho Projects. We are trying to implement this in our company. I've reviewed this guide: https://help.zoho.com/portal/en/kb/projects/settings-in-zoho-projects/issue-tracker/automation/articles/sla#More_about_SLAsRelating emails in Zoho Mail to Projects
When using Zoho Mail, I would like to "attach" or relate that email to a particular project. In this way, when I open the project, I can see all of the emails which relate to JUST that project. This would enable me to look at a project, and review the history of communications on that project. This would be a tremendous help.How to generate Zoho Invoice from time tracked in Zoho Projects?
I'm still learning this system so apologies if this is a silly question, but I've checked the documentation and can't find anything. I am using the timesheets to track time on project tasks in Zoho Projects. But I can't see any way to then generate anShare Projects with Vendor Zoho Projects Portal
I have a vendor/reseller of my services. They private label my services. My portal is branded. Can an individual project be "shared" or the data sync with another portal? I believe that this can be done with CRM.is it possible to link to zoho creator?
I am a user of zoho creator and i would like to integrate projects with it. Is this possible?How can I setup a view to review all my open tasks?
I would like to have a view that shows all my open tasks in all the projects I am working on, so I can perform a review on them. The challenge: the tasks should be ordered first by project name then by task list name. The views in Zoho Project I have been able to set up only allow to list the tasks either ordered by task name or ordered by task list name. Any idea? As an alternative I could also imagine to use a list of all the projects that contain open tasks for me. I could then click through listMilestone Templates
When we create a new project, we frequently have the same set of milestones and it would be very helpful to have milestone templates as well as task templates. donald.wickhamDependencies Across Projects
Has there been any movement in development to add functionality of dependencies across multiple projects? https://help.zoho.com/portal/en/community/topic/dependencies-between-projects https://help.zoho.com/portal/en/community/topic/multiple-projectsChanging colour for Project in Calendar view???
How do I change the colour of individual projects? Seems pretty stupid to only have one available colour. There is no way to quickly differentiate between projects. Also, no calendar view in the app???? What the heck.Add Project ID option for automation email templates
Hi There, We are starting to use the blueprints feature quite extensively and it would be helpful if we could reference the Project ID as a variable when making email templates for automation emails. For instance, one of our blueprint transitions triggersAdding another level of user like light users in Projects
May I suggest an idea of adding another level of user, such as light users...? Because currently, for our use case, we're working with client users for users such as sub-contractors who don't need much access to the system but it is not possible to addUsers can now add exact time along with start date and due date for tasks in Projects Android mobile app
Hello, In the latest version of the Projects Android mobile app (v3.4.4), we have brought in the below enhancements. Now users can record the exact time along with the start and due date fields in the task module. We have supported multiple onboardingBlueprint Bug
When a status has not outgoing transition to closed status says this. You have one or more status with no outgoing transition to the closed status. This is correct but when the status has already a common transition on it says the same. Why? The common transition creates a path to close. So i constantly create dublicate transtitions doing same thing because i can not save the blueprint. This is a bug needs to be fixed thanksTime logging integration with Sprints?
We are currently looking to implement Projects and Sprints as we were drawn by the ability to integrate both pieces of software. With some testing, I have not been able to integrate the time log function so that if I log time against a task in SprintsWhy is there a strange selection of colours for project tags?
Bit of an odd one but why are there so few colours available to choose when creating tags? I need to create tags in red and for some odd reason, there is no red (or yellow, black, orange) - just seems a very 'samey' palette of colours available.Time zone issue with Calendar in ZohoProjects
To Support for ZohoProjects, I am having issues with time zones using the Calendar feature in ZohoProjects, see attached PDF for screenshots. I have set the same time zone in my Google Calendar and the time zone in ZohoProjects across all portals. When I create an event in the Calendar in ZohoProjects, the meeting invite sent to me indicates two conflicting times: 1) the heading indicates the correct time but 2) the time in the invite is one hour behind. Please advise. Thanks.Archiving tasks
Hello, I can´t find the archive task feature. It is supposed to be an icon when you roll over a closed task but I don´t see it. I need to use the archive feature to hide completed tasks. Thanks, DiegoTask Emails Alerts Incorrectly Merge in Gmail Conversation View
Hey there. It looks like Zoho Projects recently changed the format of the emails for task alerts and task updates. The new emails look great however, we've noticed that since this update was published, Gmail now incorrectly merges task alerts from differentMilestone Templates
I see that there are ways to create project templates and ways to create task list templates. What I would like is a way to create a milestone template. I would want to be able to implement these milestone templates into an existing project. So very similarChecklist Broken in Microsoft Edge Browser
Hello, when accessing the Checklist within a Task on Projects, today I noticed the Checklist is bugged by showing a large black circle. The Checklist is working fine in other web browsers. I only use Microsoft Edge for all of my Zoho Tabs and the ChecklistAllow custom field to be included on timesheet export
Can you please add the option to select additional fields to be included on timesheet reporting. We use a custom field to categorise tasks across multiple projects and want to use this field to summarise data on the timesheet report (for accounting purposes) .How can I delete unwanted Status
I've been working with blueprints for the first time and I've accitently created a couple of Status that I want to get rid of. "New Status 2" and one that is just blank. I don't see any way to delete them. Please see below.Software versioning for Softwarehouse
Hi!! Could someone help me understand how to manage "software releases" with Zoho Project? Forgive me if I put a post of the competition but it is to explain me better: https://www.atlassian.com/agile/tutorials/versions That is our actual operativity.Tip #21: Customize Task Status in Zoho Projects
Hi folks! We are back again with a tip to help you get the most out of Zoho Projects. This week's tip is on task status customization. Task status helps you determine the progress of the task and keeps you on track with the project. With the new Task status customization option, you can create statuses pertaining to your business requirements in your own terms of progression. For example, if John owns an Industrial design firm, he might need to keep track of the status of the design being developed.Idea: Duration Without Start Date
Hi It would be really useful if you could create a task and define a duration without having to also provide a start date - that way you can build a list of tasks and dusrations without having to schedule on the spot. thanks paulRequest: Create Tasks based on picklist/checkbox selection on Task fields
I did search for similar requests but couldn't find any. We would like to trigger/create new tasks (or create tasks from task templates) based on picklist or checkbox selections on the Task fields.Archiving Tasks & Tasklists within a Project Board
Does ZOHO Projects have a way to archive completed task lists within a project board? We use a single project board for ongoing client tasks and would like to hide the completed (closed) task lists from the board. I understand that we can filter by Open and Closed, but it would be really nice to archive old tasks & task lists.Remove admin from a project?
Hi, We have a bunch of admin accounts, and all of these accounts are added to all new projects. How can I either make them not included in all projects or the other way around; how can I remove them from a specific projects? ThanksTagging of Projects and Tasks
Like in this forum, Zoho Mail and practically every other project management system out there can we get the ability to Tag and search by Tags? As my number of tasks and projects have grown the ability to tag specific ones when filtering would be incredibly helpful.Next Page
Announcements
Power 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 casePower of Automation:: Automatically update the work hours of a task when the status is changed
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: 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:-Users module revamp - Zoho Projects Android app update
Hello everyone! We are excited to announce the revamp of the Users module on the Zoho Project Android app. Here are some of the new features and updates: 1. Sheet view on the Users module You can now access the essential user information at a glance,
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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:-Move Tasks outside of Task Lists
Hello, I am new to Zoho Projects so learnign its features. I created a Task List with Tasks and Subtasks within that Task List. Using Standard project>IT Support project Questions for the groups: 1. Is there a way to have Tasks reside separately to/outsidecustom_date field for timesheets
Hello everyone, I would appriciate it a lot if someone can help me solve this issue, the custom_date field is not working for me and I always get the following error: {'error': {'code': 6831, 'message': 'Input Parameter Missing'}} and I always encodeTypes 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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Tip 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 labelledProject Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
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