Using the progress of Subtasks to determine the progress of the main task
Are there any plans in the works to add functionality that allows you to use the subtasks progress to determine the progress of the main task? It would be nice to have a weighting factor also so that you can set how much a subtask is worth with regard to the main task.
Turning off Overdue notifications for Zoho Projects I'm not on or assigned to
My company uses Zoho projects to manage tasks across various different divisions. I use the overdue reports to help manage my personal tasks with a firm deadline. The problem is that my daily report shows the overdue tasks on all the projects across
sort projects by name, or by created date?
Hi: Seems like the "list projects in alphabetical order" can only be by Ascending order, no Descending order. Also in "Home" -> "Active Projects" section, why not show project "Created Date", and can be sorted? I create 5-10 projects per day, but some how I don't know how they got listed and ordered? and I don't find a better way to order them? Drag Drop won't work because it is time consuming. Any suggestion? Thanks James
Associate Project with CRM Account
How do you associate a Zoho Project with an account in Zoho CRM? Also how do I pull client info from Zoho CRM when I am entering transactions in Zoho Books?
Move start date
I’m just starting to use Projects and regularly juggle a number of projects simultaneously. I’d like to move the start date of a project and have the associated milestones, lists and tasks etc updated to reflect the change in start date. This would be
Closing a Task with Multiple Task Owners
hello, As per the subject matter, please see the attached file. If one of the Task Owners, example Melvin closes this Task, the other Task Owner, which is Fred cannot enter his actual Time because the Task is already closed. Is there a way that the Task must be totally close if all Task Owners Status are close, if other owner still has an Open Status for this particular task, it should not be close.
Project Preview Cards in Cliq
Hi, we often send Project Links on Cliq. What is great: they generate an in-line preview in Cliq What is not great: they take up a lot of space See attached image The reason it's wasted space is it's showing "owner", "start date", "end date", etc, but
Zoho Projects 2021 - Year End Roundup
We started off the year 2021 with the release of Zoho Projects 7.0. We simplified the user interface by switching to a single-page design and we have been constantly adding new tools and features to make it easier for our customers to stay on top of their
Projects iOS app now support Global Search
Hello All, In the latest version of the Zoho Projects iOS app (v3.5.3), we have brought in support for global search. The global search feature lets you find results with a matching search key across various modules from one spot. You could search across
Are Changesets Missing from new Zoho Projects UI?
Are Changesets Missing from new Zoho Projects UI? I've looked everywhere and cannot find them nor any links to view them.
Difference between Projects and Sprints
We're a project based SAAS company looking to further integrate into Zoho (We already use the CRM module extensively) I'm not sure if we should use Sprints or Projects. I can see features for both, but they both seem to overlap in many areas. We do alot
PLEASE HELP!! How to set up 1099 contractors as client users
We use a lot of freelance contractors on projects. I want to add these contractors as client users and assign them tasks. The client users need to be able to comment in the discussion feed and mark tasks complete. I have added a few freelance contractors.
Resend invitation to Client User in Projects
How can I resend an invitation to a Client User in Zoho Projects? More often than not, a Client User either won't accept the invitation right away, or they'll accidentally delete it, and I cannot find a way to resend their invitation, without physically deleting them as a Client User and recreating them. There's got to be a better way....right? Thanks!
Task Notes by mail fail.
While testing out Zoho, I tried adding a task. While I got the mail on the test user accounts I'd setup, when I reply to the task, I get an error message on my email account that says We are unable to add notes/map documents to this task. WHY DID THIS HAPPEN? The possible reasons are : 1. Email ID not confirmed. To confirm use the link http://zohosso.wiki.zoho.com/#resendconfirmation 2. You do not have permission to add notes/ map documents to this task. 3. Task could have been deleted. 4. Task mail
Project Budgeting Needs
I am really liking the scheduling and task visualization features, but I am struggling with the budgeting side of project management with zoho. I need to be able to see the actual vs. planned budget analysis on a daily or weekly basis, not just after we invoice. I also would really like to be able to break down the project budget by milestone or task group. And then I would also like to be able to assign billing rates to users and to tasks or activities ahead of time and then see the budget erode
Timesheet Export Fields
Hi, Is it possible to specify what fields are included when I export timesheets? I would like to be able to see the Task List name for each line since that is my way of grouping the related time charges. Thank you, Kathy
Request: Create Task Lists based on picklist/checkbox selection on Project fields
It would be a life saver and a valuable automation feature if task lists could be automatically created based on checkbox/picklist type field selections on the Project layout. Carrying over the order of such task lists from the project layout would be
Create a Recurring Task?
How can I create a recurring task? I found the blog that explains how to do it but I haven't been able to follow it successfully.
Why tasks in template project are not created ?
Hi, I don't know why, but when I want to create a project template are a new project from a template, tasks don't come with the creation. Do you have an idea ? Thank you.
Is it possible to automate an email alert when a project field is updated
Hi I need to create an alert when a user updates a field in a project record. The field is a date field " Proposed Go Live Date" in the project details page. When a user updates the value in this field I need an alert to be triggered to send an email
Bulk Copy of Tasks
Is it possible to select multiple tasks to make copies of all of them at the same time without needing to create a template? The description for the method to copy a task is clear but it is limited to one task at a time. (https://help.zoho.com/porta
ZOHO project roadmap
Hello, we're evaluating to move from ZOHO Project to Microsoft Project. Anyway, I'd like to to ZOHO project roadmap to evaluate the investment. Thanks.
Sharing Documents outside of my organization
-I can share documents just fine, and prefer sharing Project Specific documents from the project as opposed to -using Workdrive. It works find for me, even though it's not as intuitive as I think it could be. My problem is, I am an admin, and out users
How to add notes to a specific task
I know I can make overall comments on a project in the Dashboard area, but is there a way to add a note to a specific task? I looked through the forums and the only posts I could find were more than 10 years old. Thank you!
Text in the descritptions is not searched for when using the Search field provided. This is a vital area when 'Searching' for specific issues
Modification request- More depth on search engine- This is a bug. Search should should for Description Missing Key field in which should be applied in search. Problem ‘Description’ is where the main body of information is entered about an issue. If there is no search available for that area of a report, it makes the search feature inadequate 1. Access Zoho 2. Click on any project 3. Click on Bugs tab and Bugs sub-tab 4. On far right side locate Search bar 5.
6500 General Error when uploading files for a comment via the API
Hello, I am trying to create a comment for a task via the API, and upload files in the task comment. When I use Postman, everything works fine, both the comment and files are added. However, when I use axios in Node.js to send a POST request, I am getting
Please add a function to convert task into Calendar event
I highly recommend this function /feature to is able to convert Tasks into Calendar event just like what outlook could do.
How to scale project templates
We are planning on using Projects for assembly order projects that have common tasks, so I would like to set up templates. However, I have not found a way to scale the length of all tasks by the amount of items that needs assembly. For example, if Widget
Add User to Task in Task Template
Can you add users to task within task template? We offer the same tasks for multiple projects and assign them to the same people. Examples of tasks include: Graphic Design Copywriting Proofing What's the fastest way to assign users to project tasks in
Handy ways to delegate tasks
Hello, all! We are back with a new update on the Tasks module that simplifies task ownership management. There are five handy options to delegate tasks in a project and let's see them below. Select one or more tasks to enable the Bulk Update checkbox,
Add a subtask to my Zoho CRM as a task
Greetings, I hope find all good and safe! It is not being possible to add a subtask to my Zoho CRM, the link to add to my CRM appears always (when creating the subtask, after in the subtask list when the subtask is selected), but when I click on these
Tasks not loading fully - Search issues - reg.
We are having around 1000 + tasks in Task lists - Milestone, but as the tasks are not fully loading in one shot, because of which we couldnt able to search tasks properly until the entire tasks are loaded. Is there any option to come around the same
App Spotlight: timeBro for Zoho Projects
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. timeBro for Zoho Projects The timeBro integration for Zoho Projects offers an
Custom fields and filters for Timesheet
HI Zoho Projects team. IT would be great and useful if we can add custom fields to the Timesheet design And is needed more options for filtering the timesheet dashboard, like "Milestones" and task list asociated to the record. Thank you
Milestone - Edit Date Completed
I've noticed a new change with Project Milestones, they are no longer separated by Active Milestones and Completed Milestones, but there is a Status button that you change. However, there used to be a Completed Date field/column. Now it just shows Start
Use templates to create similar projects
Create custom project templates and use them to start projects that are similar or repetitive in nature. For instance, a publishing company handles a variety of books like management, research, STEM etc. Each division follows their own process and the
A better way to calculate completion percentage.
Currently the developed zoho project program calculates a percentage calculation on the project overview page. (See % area in picture below outlined in RED) This percentage is currently calculated by dividing the TOTAL NUMBER OF COMPLETED TASKS by TOTAL
Please enable sorting for more columns in Plain View
Plain view is an excellent view to work in, but I find the usefulness of it greatly reduced by the inability to sort by several major columns. Examples: When looking at Plain View for a Project, the first thing I want to do is sort by owner. The next think is by Task List. Neither is possible. Yet I can sort by Status, Due Date etc. When looking at Plain View in My Tasks, the first thing I want to be able to sort by is Project. Not possible. Can sorting just be enabled for all columns? The CRM team
A parent task can not be made dependent on the completion of its subtask(s)
I can designate a parent task ("Check earthing") as dependent on the completion of one or more of its subtasks, but someone who has been assigned the parent task and its subtasks can close the parent task and all of its subtasks with close without a warning
Resources are not Users and Users are not Resources
The good news is that we are committed to using Zoho Project because it has great value and functionality. The bad news is that there are basic improvements that need to be made. One of my pet peeves with Zoho Project is the blending of Users and Resources. Resources are not Users and the requirement to have an email address for every Resource is cumbersome and not practical. In addition, having to pre-register a Resource in a convoluted fashion is frustrating. Users are not necessarily Resources,
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