Is there any way to customize formatting of Gantt charts?
Can I prevent automatic page breaks when creating a PDF? I can get a workout around by using the print option and scaling to fit one page... but that is an outrageous solution. Can I somehow control which column headers show up and the widths of each? If I use the print option I lose control of hiding columns like who a task is assigned to. I would like to get rid of the "None" and "General" headers on my task bar. Why on earth are those there? This may be due to have I have my tasks and subtasksRemove or re-assign Task sync from Project to CRM
I have a project template that has a lot of tasks & tasks with long checklists. This project gets re-created and repeated every 2 weeks. From within the project template creation place, under each task's 'other actions', I've checked 'Add to Zoho CRM' for all the tasks. Now I want to either stop some of the tasks from being sent to CRM, or re-assign some of the tasks to another user. I can't see any way to do either, whether in the Template (which is most preferable) or at the active project level.Project Budget and Billing Method
1. How can I implicate my filed from Task to Projects main page. I find a logic with a formula field, but no formula field in Project Layout. 2. Is there a possible way to be added other Billing Methods in Project Budget, because in some cases we are not measuring the hours and staffs and than this function is useless for me. (and this is predefined by you field is where I can't add a things). Please see my attachmentsCost Control for Cosntruction Projects
Hello, we are a "turn key" (Engineering, Procurement and Construction) company and we strongly need a solution to control the costs of oou projects. We are currently using Zoho Projects to control activity scheduling, however your app lacks the tools to control budget. Actually you can control budget, but only worked hours. This is a huge lack of functionallt since in construction projects supplis normally weight for about 65% of the total project cost. Hope can include this functionality in theProject Layout, main view and exporting data
Hello Zoho Team I have some questions/ problems to ask abut because I couldn't find a solution in the tool. 1. How can I extract all Projects with all Tasks and customized fields inside (because I need my customized fields for example formula based). Have tried with DATA ADMINISTRATION > Backup, but it just gave you the already customized fields by you. If I want to export all Tasks with my customized field, I have to go project by project and it doesn't make a sense to do for a lot of projects.Unable to use the Projects pages with IE11
After testing our Zoho access on a number of devices and browsers, I have come to the conclusion that the issue is with the IE browser. The Projects pages work fine with Edge and Chrome (laptop and android phone). I have tried IE11 on three separate devices and the behavior is the same. The Issues link (on the left hand side) does nothing. The screens don't have the fields on them that I'm expecting and even links to "Sign Out" and "Contact Support" from the my profile link in the top right cornerCambio de la dirección email del usuario
¿Cómo puede cambiarse la dirección email del usuario? A los no administradores se les borra y se les crea de nuevo, y resuelto. Pero ¿Cómo cambiar la dirección email del administrador? No aparece ninguna función de ese tipo baigorriSort the columns in Issues view
Having the option to sort how columns appear in the Zoho Project Issues screens would be ideal. At now it is possible only to enable/disable a column, but no to choose the order in which columns appear. This is possible only in tasks. Please enable the same function in the Issues pageAdherence to plan report
In addition to calculating hours planned vs actual which is already in the reports, it would be great to also be able to get a report for days planned vs actual and get an adherence to plan percentage. I noticed it already gives the number of days late when a task is 100% completed, so the information is already available. So in brief : ((Actual days taken - Planned days )/ Planned days ) * 100. Thanks!Allow user to manage Bug Tracker notification
Having the option to allow users to manage Bug Tracker notification would be ideal. At now only administrators can manage events to notify (picture attached), but each user should choose which notifications receive via e-mail. This function is already available in Tasks, please enable the same function in the Issues page.Need to Restore a Tasklist and it's Data
Hi, By mistake, I have removed a task list. Urgently looking for a wayout to restore the deleted task. Any help would be appreciated. Thanks, Bhargavi.Two project link
Hello, How can i link two zoho projectsWhere is the copy task feature for just single level tasks
Hello. Where is the copy task feature for dependency or even main level tasks? I see you can copy a task list but not an individual task. I must be missing something obvious. Please advise. Ryan.Zoho Projects integration
How do I integrate Zoho CRM and Zoho Projects? My CRM accounts are the ones for the Projects. How do I import projects from excel into Projects?I am not seeing half of my tasks in KanBan view
KanBan View Hi there. I read a post from the end of 2017 mentioning that Tasks inside task lists and subtasks will display in KanBan view. It seems there are still not displaying there, can that be true?Feature requests that have gone ignored or unaddressed - Kanban, subtasks, blueprint, layouts
I've seen several major things that people requested a long time ago, which Zoho said was on the roadmap and would be worked in, that have still not been done. With some of these we're talking a year or longer that these were brought up and still have not been addressed or implemented. Custom Project Layouts We can create custom task layouts, but we're only given one project layout. Why on earth can't we create custom project layouts like we can task layouts? This should be a simple thing, and it'sReport showing Tasks for One User across all Projects
Hi, I can create a view of a user's tasks within a Project, but can I create a Global Report across all projects showing a particlular user's allocated tasks? I need to monitor workload and performance at the user level. Thanks.Project Intake Management - How do you handle this in Zoho?
Has anyone configured Zoho Projects to manage project intake requests? This would include such things as fielding and acknowledging the initial request for a new project, assessment of the project, prioritization of the project, and approval/deferral/rejection... I know Zoho isn't a Project Portfolio manager, but I'm curious if anyone's devised a way of managing the 'incoming' with the tool. We're currently managing this in Excel manually and its very tedious and siloed.New user - Zoho project enterprise -
Hello I want to create new user - for all user I have the message "L’e-mail que vous avez entré appartient à un autre déploiement/région"" My url is in .eu When I'm connect .com, it's the same problem.What is the right way to audit overdue tasks / milestone?
Hey, I planned a project and start to work, for various reasons there are delays of tasks or milestones. If I change the due date, I will not be able to identify at the end of the project that there were failures in project planning. Is there a right way to do it? Thanks, GalView Only Users for a particular Project
Guys, We want to have a profile for a project (Private Project, and not public) where the profile has View only access. The users under that profile can only view everything but cannot create or edit or delete any records? How to achieve that? ThanksZoho Projects for Gmail
We tried activating the Zoho Projects for Gmail add-on but we received the following error from Google: Sign in with Google temporarily disabled for this app This app has not been verified yet by Google in order to use Google Sign In. When will this be verified with Google, why was it not done prior to release?New URL field should be a clickable link in Reports
The new URL field in Projects would be so much more useful if when included in a report, it would be a clickable link. Both Live reports and report exports sent out on a schedule. That would be very, very useful!!Tip of the week: Public, Private and Individual chats
You can chat within a project in three ways. A public chat room is a place where any user in the project can join and participate in the chat. On the other hand, a private chat room is visible only to its participants. You can specify which type of chat you want when you create it. This can also be changed at a later stage. You can also have individual chats with any user in the project. To initiate such a chat, just click on the user you wish to chat with in the 'People in this project' list, inClient Users can't see any Issues
I added a few Client Users to a Project and gave them full access to All Issues in Permission Settings, however, none of them can see any of the Issues in the Project. Am I missing something? I don't even see them when I go to add Followers or anywhere other than in Users.calendar in iPhone app?
I'm considering switching over to zoho projects, over from teamwork.com - are you planning on adding a calendar in to the iPhone app? im not talking about 1 way sync to the iPhones calendar app, I'm talking about a built in calendar in the zoho projects app that lets us create and edit events.Further Improvements to the Zoho Projects API
Under the Zoho Projects API documentation for Timelogs, there is an option to get all user time logs, but not to get time logs from a specific date range. Upon further research I learned that Zoho people's API has that functionality. It would be great to add that functionality to Zoho Projects rather than going to a completely different service to do this. This is forcing users to overdevelop for functionality that is already present in another service. https://www.zoho.com/projects/help/rest-api/log-time.html#alink2Project overview fields and deleted entities
Dear Zoho community, Please help on these queries, 1) We want to get project overview informations like project category, pm contact, type and client using Zoho project api. We already set flag to access project overview information for those projects. Still not able to get those fields using Project API. Let us know how we can get those fields using API? 2) Is there any way to get deleted entity information like logs, tasks, project and users using Zoho API? We assume soft delete on your side. CurrentlyCreating Extension for Zoho Projects
Hi! I have installed the node.js and and zoho extension toolkit . when i run $zet validate it shows me the error how to fix it?Unable to set Task Status using Zoho Project REST API
I went through all the documentation for the API and did many tests. I am able to GET the task's current status but i would like to be able to set the status using the API on CREATION or on UPDATE but can't find any way ?? Is there a trick i missed or can you tell me if there will be a new version of the API soon because it's lacking many functionnality like being able to read the "Start after X hours" of the project templates. Thank you.Why can't project name column be resized = huge amount of wasted white space
Please look screenshot. Every other column can be resized. All the wasted white space causes the user to have to scroll horizontally if they have several columns they want visible. Thank YouHow do you do plan projects in Zoho Projects when tasks can exceed budget and "Budgeted vs Planned" only syncs every 6 hours?
I'm just getting started with Zoho Projects (and other Zoho products). There are many great features and some that could be improved. However my biggest shock/surprise in terms of limitations is in the Project Planning abilities. These are two issues I see as major problems for planning projects; If I create a project with a budget of 100 hours, Zoho allows me to input tasks greater than 100 hours. I can only refresh/re-sync "Budgeted vs Planned" every few hours (the portal syncs every 6 hours, andHigh Priority Tasks
I would love to see high priority tasks have a little bit of a different look on the calendar maybe with an exclamation mark or some other symbol so they stand out against regular tasks.Zoho Projects Calendar, view tasks statuses
Dear Zoho community, is it possible somehow to view in Zoho Projects Calendar not just Open/Closed tasks, but exact task status? Because even when I do mouse hover the task, then it does not display me its status. I'd like to see tasks status directly from the calendar; to see which tasks are, for example, new (means that I didn't start work on them), and which are blocked (means I was working on them, but smth stops me from finishing it). Now both of it is shown as Open tasks, and it is confusingProblems with Zoho Projects & Support
Hi. We're having some issues on all Zoho products we work with. Some users are getting error when logging into Zoho Support. It doesn't happen to me, but I'm not being able to reply tickets (I get error Z101 doing it). One other user has his Zoho Proyects account completely empty. He lost all his assigned proyects and loaded hours to them. When logging into administrator account, we get Account locked message. Any help would be welcome. Thanks!Deal to Project Invoice
When I create a deal I sometimes create an invoice. Once the deal is closed I create a project, however the invoice does not show up in the Finance--> Invoice section of the associated Project. Is there a way to more fully integrate the Deal and Project so the Invoice shows up? Of course I would want this to show up in Books too.Sending an Invoice based on Closed Task/Milestone
Is it possible to create a Blueprint or Workflow that will automatically send an invoice to a customer once an identified task/milestone or the project itself is closed? Example: A Deal is won with a Fixed Amount of $500. An invoice and a project is created from the Deal module. At the time the associated project is being created the user specifies which task or milestone triggers the invoice to be sent to the customer.Recurring tasks - number of occurrences limited to 30? Any option of an 'end date'?
Hello, I note that when setting up recurring tasks, the options are limited for "occurrences" (maximum I can select is 30. When I attempt to input another number it is not accepted and defaults to 2. Some of our projects require weekly tasks and may run for eg 10+ months....ie. more than 30 occurrences. It would be useful if we could input an "end date" (or at least input any number of occurrences). Is this possible? Am I doing something incorrectly? ThanksViewing all tasks across projects
Hi zoho, How to view all tasks of one member across projects? Ex: Member_A: Have Task_A (T_A) on Project_A(P_A), and T_B and P_B. Thanks,Make Searches Not Require UPPERCASE Project and Task IDs
Please change your search bar so that ID's are not case sensitive in searches. For the longest time we could not search by a project or task. We thought it was a bug or a missing feature, but then we found that if we typed ID's into the search bar in uppercase, Zoho Projects found them. We have a task with the Task ID SU1-T65. Searching for SU1-T65 works but the lower case su1-t65 does not work. T65 works but t65 does not work. Neither SU1 nor su1 work. BTW, there is no mention of the need toNext Page
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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 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 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 automate
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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:-custom_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 encodeProjects 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.
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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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