How can I show the Budget Status widget for a client user?
I have a project which a client user is assigned and has access to view. As an admin, manager myself I can see the Budget Status widget on my dashboard. How do I show this on my client user's dashboard? We effectively have a retainer client, say with a set number of hours per month so it's really important for them to see how many hours they are using on a project. Kind regards GregHOW TO UPDATE YOUR OUTDATED ZOHO AUTHTOKENS TO OAUTH CONNECTIONS
Zoho is moving on from authtoken to the more secure OAuth connections. What this means for your security is stricter access to your data through the Zoho API, with clear visibility on who is connecting to what, in an easy to use, standardized way. WhatDeprecating Support for Authtokens in Zoho Projects
Dear Users, Authtokens and OAuth are currently used to authorize third-party applications to access Zoho Projects. However, going forward we will not be supporting authtokens. This means that effective 1st December, 2020, you will no longer be able toIssue Reports with Custom Issue Fields
Is it possible to generate issue reports using a custom issue field as a parameter?Time-logging feature has some issues.
My company recently shifted to ZOHO Projects this month. Previously our employees had been using ZOHO People to log their time. Now in ZOHO projects when I log my time, the following issues are arising: 1. Most of the times the projects for which I have to log time don't appear in the dropdown menu while logging time. This has been happening repeatedly. I am the Project Manager for many projects that I have created myself, but whenever I am about to log my weekly timesheet, not even a single projectCopy a project template?
How can I easily copy a project template into a similar template? We have many projects that will be similar and only different in slight ways. We'd like to set up a template for each without having to recreate each one. Can't I just copy one project template and then change the copy as desired?Zoho projects - workers capacity across projects
Hello, the example is: We have a worker who's capacity is 8 hours a day. He needs to work on tasks which are in 2 different projects. I now want to assign these tasks to him. How do I know, that he for example has already tasks which take 6 hours withinBasic export question
I imported a "Microsoft Project" schedule into zoho Then I made changes in the project within zoho Can I now export the file back to MS project in mpp so that I can reopen . If I cannot do this how do I ensure the work flow is consistent . Thank you Peter pkofman@rogers.comNot enough options in global task list
Hello. I find that the global task list lacks some options. To compensate for that, I need to create additional views, instead of seeing the information in a single view. My main need is seeing tasks from the same project together. There could be twoTime recording - multi-users per task
We are setting up Zoho Projects and will have tasks that multuple users will need to record time against. Is it possible to have different users recording time against the same task? If so how, and if not, how do you get round this? Thanks.Task / Milestone status like GTD
in my company, often there are tasks or milestones that are waiting for a customer response (usually some kind of approval) before we can proceed. Previously we used a GTD (Getting Things Done) style of "Waiting for" context for the task in question.When scheduling a meeting, no ICS file is being sent
In Projects, when setting up a meeting with the ZOHO Meeting extension, the participants are receiving only a meeting link with no ICS file. Seems to me this should be included by default. What are the issues here?Issue Overview
Hi there, I would like to create one overview with all the issues in ZOHO projects. I can create custom views on project level. However I can not open a created custom view on issues under 'home/my issues'. For tasks the latter is possible and this way I can create an overview of all open tasks. Looking forward to you reply! Regards, DanielleIndividual private projects - possible?
Hi, Is it possible for my team members (I'm the admin) to setup some individual projects that only they have permission to see and use? (Or worst case I can see as admin but won't look). I can't find a way. It seems to be public, or private (meaning anyoneMarketplace Extensions for Zoho Projects
Extensions help to access third party services from within the product and extend product features. Zoho Projects supports the following extensions: Dropbox, Box, DocuSign, Pipedrive, and Egnyte. Dropbox extension Access files and folders in a DropboxAssign Project Owners through API.
Hi, We have integrated our backend database to Zoho Projects. Hence any project created in our database will also be created in Zoho Projects. Everything works fine, but my only concern is that I'm not able change the owner of the project. By default it takes the admin as the project owner. Is there a way where we can assign the project owner dynamically during the API Sync. Regards, ChristCreating Client Company user duplicates companies in Books
I have only just realised why I'm seeing two entries for some of my customers in Books - when I add them as a Client Company in Project, it seems to create a new customer account in Books. This is obviously a problem when the Customer already exists inShortcut "Reorder Tasklists" + make Enter/Return work in all popup-screens (works in some, not all)
Hello, Could this be added to the list of shorcuts & changes on key-behaviour withing Zoho Projects? (or do seperate tickets need to be created for this?) - shortcut for "Reorder Tasklists" - make Enter/Return keystroek work in all (popup)screens/pagesTask Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.Increase the number of Blueprints per Task Layout from 25 to 100
Since we discovered the funtionality and the ease of tracking projects Blueprint brings to a business, my company has been using it very much. We have reached a roadblock where we found out that one can only build 25 Blueprints for every task layout.Job Status
How do i fix the issue with the statuses not showing correctly. They should say Active but they show as quote, when I go to change the status you can see the statues that should be shown.Zoho Tasks -
Is there a way to have the closed tasks not disappear when they are closed? seems like a lot of hassle to access the closed tasks, which we write notes on that may be relevant later.Your Project Progress Gets Quicker With Task Templates
Welcome back dear friends! Zoho Projects makes your work lighter, and quicker by developing a standard structure that adapts to all your projects. Let me not put it up long-winded. Alike, creating project templates , you can also create a standard template for all your tasks. Here you go with the important things that you can do with Task Templates in Zoho Projects! For example: You own a wedding planner company. How will you manage your team for successfully running the big day? What you actuallyIs it possible to set time "non-billable" by default?
Hello, With salary employees we would like to still track time spent on projects/tasks but not to invoice for it. Is there a way to set the status as "non-billable" by default? Currently it defaults to "billable". Thank you.Check out the new locations for creating extensions
Are you looking to create more extensions for Zoho Projects? Create new extensions using Zoho Sigma for the below locations and extend the scope of Zoho Projects. Refer to our user guide for more information. 1. Task details right panel You can createExamples of task lists / blueprints
Does anyone have anywhere where people share their task lists, blueprints etc? It would be great to see how they're used.Reorder Blueprint Transitions
Hello, The Blueprint Functionality is totally Great! Nice Job with minor problems so far. I made a really complicated blueprint and the problem is that i have many transitions available in many statuses. The problem is that i can not find the pattern of the order of the transitions and the most important transition is in the last position and i have to open the three dots to find it. Is there anyway to reorder the transitions? If not is there any pattern to follow to give my preferred order? SeeSpotlight #2: The Checklist extension for Zoho Projects
Hola, folks! The extension in the spotlight for this fortnight will be Checklist for Zoho Projects. We recommend using its latest version if you have not updated it yet. Things you can do with this extension: Create instantaneous to-do lists for your tasks and issues in Zoho Projects Create checklist templatesnew Convert an existing checklist into a templatenew Reduce the number of subtasks required for a work item Include checklists in your project templates and save more time. Refer to this extension'sRemoving task due dates
Last month, I edited many tasks to remove the start and end dates. We use these for tracking time, so it's appropriate for these tasks to be open-ended. My problem is that I can no longer find this option -- it no longer appears. Is this a permissions issue that I no longer can access? Thanksmerge 2 projects in 1
Hi everybody I made a mistake and I created 2 projects equals. May I merge into one?Merging projects
We want to rearrange our projects. Lets say we discover that we have 5 separate projects from customer A. Now we want to put them all (tasks) under mainproject "Customer A". Is it any way we can do it?Merging projects
Sometimes, we end up with duplicated projects in Zoho Projects, and we would like to be able to easily merge two projects (currently we have to manually copy all the data from the duplicated project before we delete/archive it).Placing Project on Hold and Extending Due Date
Please let me know if there is a way to have projects due date extend automatically if it is placed on hold. We would need due date extend by the same amount of days as the item is on hold. Summary Project allowance 14 days, hold 10 days, due date automatically extended by 10 days (due to the hold). Example: The technician starts an equipment repair (project) and has two weeks allocated to complete it. Now if within these two weeks he has to order repair parts, the project is placed on hold andText Message (SMS) Notifications
Please add the option to receive notifications via text (SMS) to all apps, especially those with tasks. Currently, the only way to receive text notifications is by integrating another product/app or creating a "webhook". This is not a sufficient solution. ThanksTimesheet Enhancements
Control who can log time for tasks and issues Users are now allowed to log time for the tasks or issues that are not owned by them, based on the Task and Timesheet settings. The owner of the task or issue, is allowed to log working hours by default.Wouldn't it be better to make the 'task' a 'sum of subtasks'
Perhaps I have the wrong idea on tasks an subtasks, but shouldn't the task be a sum of subtaks. For instance: Clean the office (task) Clean windows (subtask) Clean tables (subtask) Clean coffee machine (subtask) Currently when I add the task 'clean the office' and state that this takes 'one day' and add the subtasks with durations that equal 2, 4 and 2 hours respectively. Now when I check the Gantt Chart or the Resource Utilization I see that I'm over-planned because I'm responsible for theWhat Limits Selectable Users When Setting Task Owners?
Hello, I've recently come across an issue where we're unable to see all the users that are assigned to a given project when selecting them as Owners of a Task in the drop-down menu. This is not the case for all projects and tasks, and I'm unsure as toHow can we filter Kabnan view by Task List?
By default, there is not filter on Kabnan view by Task list? What if we want to see the Kabnan view for a particular Task List?Can I migrate trello project managment template to Zoho Project
- Hi I have used Trello Project management template, and I want to ask if there is any method to migrate from it to Zoho Projects? I will be waiting for your feedback regardsCreate global project dashboard for all users
Would like to be able to create a custom dashboard for projects with certain widgets that are default for all new projects. right now, I have to modify each project dashboard per project per user. This is not practical.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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