What notifications and emails do clients receive automatically?
I'm doing work for a client's client. Primary client doesn't want secondary client to have any info until completion. This morning primary client emails saying "don't send other guy any docs." Secondary client emails asking about 7 files that were sent to him. I DID NOT send anything to secondary client. So my question is this: what in the ever loving universe did Projects send to the secondary client!? This is a rather large issue because these are brand new clients and I'm not impressing themGlobal notification
Hello, I have some trouble with my colleague with notification and I can not find an answer in the settings or in your forum. We have some common projects et we need both to receive all activities. Nevertheless, when I post a message in the forum, she receive a mail. But when the client or I send a comment in this same forum, she does not receive it. Only the creator of the forum receive it. How can we receive all activities of the project ? Thank you in advance, Edouard VoituriezSort View by Client alphabetically
Hi, It would be a great help for us if we could sort the Projects > View by Client overview alphabetically (and maybe others as well!). Is there an option available to do this? Cheers, JesseRemove a dependency?
Hello! In the pop-up that shows task predecessors and successors the help says there is a link that can be clicked on to remove a dependency. How do you get that link? I don't see it at all for either a successor or a predecessory. Thanks!Resource utilization: changing work hours per day changes the workload defined in the task
Hi, I planned my tasks adding fixed hours for each resource, let's say: John works 5 hours and Julia works 3 hours to complete a task. If I see that they are overallocated I thought to change the hours per day but WITHOUT changind the estimaged working hours. How can I fix ghe estimated hours? Estimated hours should change just in the task editingError occurs while publishing my site
Error occurs while publishing my site kindly resolve this issue http://healthy-cake-boxes.zohosites.com/Dependency issue
I've suffered a lot with the depency setting with Zoho Projects. Here is the story: Our company needs to repeat several projects every month, so after creating a project and setting the dependency I've convert it into a template. But there's one thing doesn't fit the Zoho Projects dependency logic in our project which is: instead of one task begins right after the the task that depended on finished, some tasks should begin several days after the previous task is finished. So, after converting theDependency Issues
I've been spending a lot of time trying to get the Dependency feature to function correctly. Theoretically, any date depending on another should retain the time/date gap between the two, correct? I have around 100 different tasks in my project, and A)it's been extremely tedious to link dependencies between the lot, and B)once I had it set up, it didn't work. Instead of retaining the gaps between the linked dependencies, it bunched them all together, end to end. You'll have to pardon my ignoranceTask completion notification
Right now, there's an option to send an email notification when a new task is assigned, but I can't find an option to send a task-completion notification to the person who created the task or the milestone owner. Am I just missing something? Without that feature, it's very difficult to manage projects completely within the zoho environment. The notification should say the task was completed and include any notes that have been added, so that we can keep all our project-related correspondence withinSetting Dependency, Best Practices
Is there a way to configure a Task so that the Start Date is automatically calculated based on the Duration and the Dependency? Right now I am manually calculating the start date based on the predecessors end date. There has to be an easier way. Please advise.Dependency
Hello; I whant to know how can I do dependecy, not only Finish to start (FS), but Finish to finish (FF) or Start to start (SS). Is it Posible?Tip #17: Task Dependencies in Project Templates
Tasks are the basic blocks of any projects. Their interdependencies drive the project and are a major factor in determining if the project stays on track. Setting dependency between tasks for every new project could be tedious. When you create templates for projects, you can also create dependencies between tasks and reuse them. Setting up dependencies for project templates is easy. In the Projects page, go to Templates and select your project template. Click on Tasks and select Dependency view.Resource utilization: if period is month, the month name is missed!
Hi I set work time unit=work in hours and period=month. No way to see the name of the month so is terrible to move forward and backward. I would suggest to add the name of the month Thank youPermission to users to edit or delete tasks and documents exist?
Permission to users to edit or delete tasks and documents exist? I saw a post on the forum about 2 months ago, where you say that the implementation of permissions has not been done in Zoho. The concern always falls on customers or external collaborators, because although there is a notification of change of tasks, it is necessary to restrict updates only for project managers. There is provision for release permissions, that is to say, it is something that you learn to develop in the future? I canAdding new task to all existing tasks lists currently open
Looking to be able to add a new task to a task list template and have the option to automatically add it to all current tasks lists. Reason: We are a franchisor. My job is to help new franchises get open. We have a team of 5 departments that each have their set of tasks (marketing, legal, operations, administration, technology). Each department will have one to two task lists. The process is the same for each new opening. At any given time, we can have 10-15 new franchises in the opening processOne Click To Stop Timers (New Update Adds Unecessary Steps)
Hi there, I see that we got a new update to pause timers. However, the number of clicks to close a timer has increased. Before, you close a timer with one click. Now, you have to click and confirm that you are closing the timer. Is it possible to click once to stop timer? Otherwise, we are just adding unnecessary steps for tasks that are already set as billable or non-billable at the default project level. Thanks, Chad ANeed ability to create work flows in Projects
Would like to be able to create some automation / work flows in Projects like we can in Zoho CRM. We have a number of tasks that when completed, would create a task automatically.Task reminders for Project Template
I can't seem to find the task-reminder setting within a project template. I'm creating many tasks in a template, and would also like to setup a default reminder for each task. If possible, how do I set it up? If not, what is the logical restriction in my approach? many thanks.Export all the project descriptions
Hi, is there a way to export all the project descriptions into a single spreadsheet or document? Many thanks, CeliaDo invited users need to pay for Zoho Apps?
I run a small business and hire freelancers only when needed. I would love to use Zoho Projects to manage my projects. My questions is: If I create a Project in Zoho Projects and invite a freelancer to collaborate, will they need to pay a subscription for Zoho Projects even if they might only use it once on this particular project? In my case I can have jobs throughout the year each of which require me to hire different collaborators for each job. If I had to pay full price Zoho subscriptions forPrioritising Bugs
I am trying to prioritise bugs for my engineers, but I can't find a way of re-ordering the bugs in priority order, except by fudging it with due dates which I don't want to do. I can reorder the bugs on the Kanban board, but this doesn't seem to be saved anywhere.No 'notes-field' in ZOHO-Projects?
L.S. I am trying out ZOHO-Projects (so it is the free version) and I find that there is no field to add notes to tasks. Is that correct? Now I am using 'comments' to add notes. That couldn't be right, is it?ONE DOCUMENT IN SEVERAL DOCUMENTS
Is it possible share documents for several projects? one document must be available in several projectsCircumventing the architectural structure of 'Projects'
Is there a way to circumvent the architectural and structural mold of ZOHO-Projects? With certain (small) projects the obligatory 'mile-stones' and 'tasklists' are sometimes cumbersome and unnecessary and it becomes a heavy task and a hassle just to set up the project. I find that the mile-stones and tasklists can even actually clutter up the transparency and oversight of a (small) project. According to the GTD (Getting Things Done) methodology a project is something that requires more than one actionProblem with Projects Dependency View
I am trying to set up dependencies between a number of tasks in a new project. When I enter a row number in the Predecessor field and move to another row the value I entered just disappears. I have tried a number of times, including logging out and back in and rebooting my laptop. I am using a Chrome browser on Windows 10.Multi-day event
Many of our events are multi day workshops but the Events does not allow for an end date- only a start date. Is there an easier way than having to create a separate event with all of the participants for each day of the event? It is quite time consuming. Thank you.Use Zoho Docs to expand Zoho Project storage capacity.
Is there a way to sync documents uploaded in a project, to be storage in a Zoho Docs account?. Or is it possible to export the whole documents uploaded to a project to Zoho Docs, once a project is finished? Thanks.I only have (1) project and unable to load issue tracker (bugs)
Even though it says press here to enable bug tracker for 1 project, nothing happensChange to subject line for Zoho Projects email notifications
Hello - It would appear that Zoho has changed the way subject lines read for email notifications from Zoho Projects. Previously (as of last week), the subject line would read: Hey, you got a comment for "[forum name]" topic. Now they read: [user name] commented on forum This means that emails are being grouped in our email application by sender rather than by project/forum. Is this a setting that can be changed?Transforming a "Subtask" in to a "Task" of a Task List.
Hi all ! I'm using the free edition of Zoho Project. I created my task list, under this, I created some main tasks and under these main tasks, I created subtasks. The problem is in the Kanban view... the subtasks are not there.... So, I'm trying to change my subtask to a tasks.... but the I did not find option to do that in free edition.... Is there any configuration to enable it? Or, We have to upgrade the version to have this feature? Rgds, Mzoho projects tutorial video where all the functions define
Hie, I'm Trying to Learn about some zoho Apps ,made up one testing Project on Zoho Projects (below in pic) but there are many things may be im missing i think , there is chance to get zoho projects tutorial video where all the functions may define ?Problem with Upload
Hi, we are using Zoho Projects to work with freelancers and team members on a virtual basis. Today I wanted to upload some documents for the team (PDF) and at 87% it stopped and never finished. I uploaded PDFs before and it worked great. Any idea or hint to solve the problem? Cheers NicoleStaff with unusual hours
Hi, I love the resource utilization idea, but I have some part-time staff, and some "full-time". Our team's full time is 36 hours/week, not 40. It looks like everything is based on 8-hour days. Is there a way to change this? Also, does this consider events?How to have in zoho invoices, every timesheets, client and projects that we had created in zoho project?
How to have in zoho invoices, every timesheets, client and projects that we had created in zoho project? (and/or vice versa) In Zproject, I can create a client, and in Zinvoices too, so why can’t I find those client in both apps when I create one? And it’s the same for timesheets and projects. For instance, right now we can export timesheets of Zproject but we can’t import them directly in Zinvoice because it’s not the same data disposal in the template of export/import. Thank for your help !I need a help with zoho projects app.....
1. I want to know is zoho projects app is available as windows app? If it is yes then what are the operating systems it supports? like Windows 7,8,10? 2. Can i assign a task to someone without creating projects in zoho projects app? i mean directly assign a task to particular member? other than Individual chat is there any other way to do so?Looking for Zoho Consultant / Developer to assist Implement into our company
We love the Zoho family of products and have struggle with finding time to fully implement Projects. Looking for a consultant to assist. Must posses a strong working knowledge of projects. Must be able to assist in implementation - best practices Must be able to train 4 users - English Offsite consulting is acceptable. Our industry is Marketing/Advertising in Canada Please Contact me at lhilario@klokwerks.com . or sales@klokwerks.com Regards, Lino HilarioStatus - Manager level user
I am using zoho in my company. Actually right now there are 2 projects which allotted to me. I am at Manager user. If i want to add one new status i am unable to do that , can zoho have any option to give access to add status to manager . Because as of now only Admin can do that , and admin people are having lots of project so it will affect in all project. So instead of that manager can add status for particular project only. Any one have any ideaMilestone Follow
Hi Zoho Team, When I create one new milestone and want to have a notify to other peoples. Can i do that, and how to do? Thanks,In spotlight #1 - Customize Task Fields to suit your project management model
Hello everyone! We are excited to launch the 'Spotlight on Projects' series, as part of our new Community Learning Series, aimed at helping you master Zoho Projects. In this series, we'll showcase a feature that just released or one where we have more of you sending us your queries. Join the Spotlight and share your queries on the feature in focus. A team of product specialists will answer your queries. We'll feature posts in this series on-demand or on the heels of a recent release. The featureAdd reccurrent event in the Calendar
How can I add in the calendar an event that occurs every 2 weeks? In the "Repeat" drop down menu I just see: - Only once - Every day - Every week - Every month - Every yearNext Page
Announcements
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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