Tip #13: Zoho Projects - 3 Tips to Save Your Time
Hi, Welcome back to explore some cool stuffs that you missed out until recently in Zoho Projects. Have a quick look at these three interesting and petite features which will be helpful in your daily project management process. Here we go! Specify the duration and define the end date You cannot estimate the start and end date for all the tasks in your project. Some deadlines can't be determined because of the type ofThe Power of Automation - Part 3 (SLA)
Over the last two weeks we saw how certain aspects of the bug workflow can be automated and how updates can be sent so you don't miss out on important events w ith Business Rules and Notifications. It takes a lot off the mind. However, what about the critical nature of the bugs themselves? Service Level Agreements (SLA) ensures that your bugs get the right treatment at the right time. Let's say the bug is nearing the due date and no progress has been made. Wouldn't it be convenient if the bug isZoho Projects turns 10 - A decade and still counting...
Hey you all, just sing along; Hey you all, we’ll rock it on; This new trip is gonna be fine! It’s gonna be swift and it’s yours and mine! Who wouldn’t like to pen down a song when happiness brims over? I am no exception ;) Yes! Zoho Projects turns ten and we would like to thank all of you for making this happen. Here’s a quick glimpse on our journey so far You believe in us. We grow with you. Here’s to many more years of togetherness. Keep the love coming. Tweet to us with #ManyHappyProjects Cheers,Project Baselining functionality?
Is there any way to create a baseline schedule for a project? I'd like to be able to modify dates to reflect reality as a project unfolds, but still be able to measure performance back against the original plan. ThanksIntegration of ZOHO CRM, ZOHO Projects, ZOHO Meeting and ZOHO Calendar
Hi I want a single view which shows me all my appointments and tasks from ZOHO CRM, all my tasks from ZOHO Projects in ZOHO Calendar. It looks like this should happen as there appears to be a sync with ZOHO Reports but when I have tried this I can see my CRM events but not the tasks from ZOHO projects Any thoughts NickThe Power of Automation - Part 2 (Business Rules)
Last week we saw how to configure notifications to make them less cluttered and more relevant. With numerous bugs cropping up it takes a lot of time and effort in tracking and updating records. What if you could automatically assign a bug to a developer based on the module or severity? This week we shall focus on automating bug related tasks which are repetitive in nature or whose flow is preset thus saving time. Business Rules The automation tool in Bug Settings lets you create BusinessCustomized role based permissions
Hello, How can I configure customized role based permissions for various roles e.g. PM, TL roles etc.?Can I make ruled line displayed on the Gantt chart especially when printing?
Is there any way I can get every single task display ruled line on the Gantt chart? I need all of them to show up with ruled line so that I can easily match each task and its duration especially when I print the chart. Or what should I do if there is any other way to do so? Please help!! Thank you.How to delete a project (and restart from scratch) ?
After a few week of 'playing' with zoho project, I want to restart everything 'from scratch' However, I can't find a way to delete everything...The Power of Automation - Part 1 (Notifications)
Over the years, projects have increased in complexity. Workflows are dynamic and the number of people involved is huge. With numerous stakeholders, both internal and external, in play, collaboration is the key. How do you connect the dots? How do you stay on top of such a complex engagement? Zoho Projects has the answer. With our automation settings you can configure Notifications for your bugs. Create email templates and get notified every time a bug is created or modified. Inside a project,Zoho Projects "My Calendar"
Is there anyway I can get all the task to run across the calendar? My task from July are not showing up in Aug when the end date is Aug. It shows a few of them and a +29 at the bottom. I need all of them to show up. Please help!!Printing custom views from Gant schedule
Hi It would be really nice if you could adjust more settings when printing/exporting a Gant schedule from zoho projects. For example, at my office I have a printer able to print papers with dimension 297x1200 mm. It would be nice to set the export/print to have the task list to the left (as normal) but then expand/stretch the current view of the schedule to fill out the rest of the paper. Is this possible? Best Regards DanielCan you add and edit bugs from mobile app?
I would like to know if you can add or edit bugs in the mobile app, this would be a useful tool to be able to add short tasks ( Bugs) that are a one off to a colleague from anywhere. What controls does the mobile app provide for Bugs management?Organizing or re-ordering project names by clients in Active Project View
When on the home page (My Home / My Projects) and looking at the "Active Projects" and selecting "Display Projects by Client" it shows my clients in order they were entered. I would like to arrange them in a different way (by priority). Is this possible to do? I know in the "Show All Projects" view I can sort alphabetically or I can drag and drop to reorder. Can I do something similar in the client view?Task Comments
Do you currently have plans to add the ability to add comments to a task and if so how soon do you think that will be available? Thanks, SaaS-a-fraser jhunterTip #12: Convert a Status to a Task, Bug or Forum
Hola! It seems that you are ready to save two more minutes in your busy schedule. How? Just take a look at this tip and get to know how it becomes a useful functionality in your daily project management process. Focus: Posting a status is now equal to adding a task, bug or even a forum. Purpose: It saves your time and accomplishes your work right within the feeds page. Use cases: -When you want to add a task or bug at the same time, you can just post a status, and convert it to a task or a bug. -ConvertMajor bug with files and forum
Hi In project configuration, project tab Organize, i removed the forum and documents options for my clients, so we can review all the work before they can see the final version and have access to it. In tasks when i associatet a file with them, they can see them and open them. But when i associate a forum with them it gives them a not authorized notification. I think this is contradictory because they have access to the documents but not the forums. One solution is to allow them access to the forumsArchiving Old Projects
Is there capability to archive an old project, instead of deleting it? We were working on a project, which is now past. We'd like to save it in order to recall it next year when we'll have to repeat many of the same tasks. Does this capability exist? Thanks in advance for your reply!Copy a Project
We have multiple projects that follow a similar list of tasks/task lists. How can I copy a project into a new project. Is this feature available.PRIVACY
In Project as it is currently developed every user can see every comment and task for every other user in the project. Our setup currently is we have employees, contractors, managers and clients. Project lets every user even the contractors see EVERY detail of every conversation and tasks between managers and clients. Eventhough there are privilege roles to prevent users from editing other users tasks they can still view EVERYTHING. Every login or message left, every detail, task, invoice etc generatedGetting to a Project from the Gantt Chart and Calendar
While you can get to the actual Task by clicking on a task in the Gantt chart or the Calendar, there is no way getting to the actual Project from that particular task to see the task in context to the others in that project. For example when you click and open up a task from the Gantt chart (or Calendar) it opens the task in a pop-up window and lists the Project as a text field on the top right hand corner. However, if you need to get to that particular project, you need to close the window go backHow to turn off Document Access to External Users?
Is there a way to turn off access to the document library? External Users are getting notifications and I assume access to our document library.Add Feature to be able to create Document Folder Templates
Recently we have been using the Document feature in Zoho Projects. While there is much to be desired in modernizing the User Interface, we are finding it convenient to organize and store our project files here. One thing that would be handy is to be able to create a folder structure template that we can invoke when we create a new project. Mainly this will help us have consistent folder structures from one job to another. Having folder templates will also save time.Manager Can't Edit Projects?
I'm a manager for an account and I can't seem to edit projects. Can't archive them, or bring them out of the archive. Also cannot start a new project. Has the privilege been taken away from managers? A few weeks ago I was able to create projects. I know the edit button should be next to the project name in the dashboard, but it's not showing up for me. Any help would be appreciated DanMultiple Projects Milestone Dependencies
We have a large programme consisting of 40 plus projects and want to be able to set milestone dependencies that cross the projects. Has anyone done anything similar. Any help on the best way to set this up within Zoho will be exceptionally helpful. Thanking you in advance for your help SueKanban Task View: Horizontal Scroll and Chat
Looking at the Kanban task view, when the "Smart chat" bar is expanded you can't see the horizontal scroll bar. I think the scroll bar should jump up to being above the chat box. :) (Using Chrome 51.0.2704.103 at the moment if that helps.)Behavior of create task API call?
I'm having some issues with the API task create method - some could probably be cleared up by documentation, but some I think are bugs. 1) If I create the task specifying both start/end date and duration, it appears that start/end date takes precedence and the duration specified is ignored. 2) It appears that the duration_type value is being ignored and that the duration is always in days. I.e., I specify "duration=20" and "duration_type=hrs", the duration for the task is set to "20 days" (withPrint Kanban tasks
Why does the printing of the Kanban chart not show and print all the tasks, it only prints task on the first page ( and does not print any that are on the scroll down)? It prints only a screen shot and any data off the screen does not get printed.How do I connect a contact to a project without inviting them to the portal?
We would like to be able to assign a project to a (customer) contact without setting a online portal for the contact.Need option to make time tracking private from client users
Hi Zoho Staff, We're using Zoho Projects internally and more and more involving clients in access to the portal - but it looks like the client can always see Work Planned and Actual Time Log. This presents a problem, since we rarely bill hourly on projects and would like to track time only for internal use. Please advise if there is a setting I am missing, we need to be tracking our time more closely, but cannot share this on most of our projects if a client is involved. Thanks, Len --- Len KamermanHow to rename bug to "issue" or "ticket"
In the tutorial is mentioned that if you don't want to use the word "bug" you can rename it to "issue" or "ticket" but.... i can't figure out how to actually do this... Regards ReneHighlights of the Calendar module in Zoho Projects
Let’s talk about the Calendar module in Zoho Projects today. You can create and manage milestones, tasks, and bugs; manage events from your online project calendar. Here’s a deep dive into the topic. What do the colour codes imply? The colour codes help in understanding the type of entity that's scheduled in your calendar. Blue - Milestone Green - Task Purple - Event Orange - Bug How are My Calendar (that’s in the Home tab) and Calendar (that’s inside any specific project) different? In My Calendar,Can't access my account, email apparently wrong - how to retrieve?
Dears, I set up our project (nomisfoundation) on tuesday with my nomisfoundation emailadresse (I thought) and created one additional user with my private addresse (from which I am writing now). Now I can't login as master as apparently, I entered a wrong email.. Help?!Tip # 11- Powerful Autosave Enhancement in Zoho Projects
Hello all, As said, "It is always the small things that form the big picture" , today let's have a quick look at a new and purposive enhancement in Zoho Projects. What do you think is the smallest functionality that can manage and run all your project activities in a single click? Well, for me its always the feed that weeds my project management tool. The Feeds page that you find below is where you can see all your project activities on a daily basis and perform your actions right within your feedsFirst 2 hours each month not billable
Hello, does someone know if this is possible? we have a subscription service where the clients pays a monthly fee including 2h of support. these first 2 hours are not billable, everything above this 2hours should be billable. each new month this should be reset... thanks, Stanislaslink with task in zoho CRM ?
Hello, I just assess zoho project as I already use Zoho CRM. Question : can a "lambda" task in Zoho CRM can be seen by the user in zoho Project ? I could allow to see all tasks from Project and get a better 360° vue to due tasks. thanksEmployee and Manager users cannot see project milestones
Hi Zoho team I have been testing access to one of my projects before I allow the project team access. I have one milestone set to 'External' and my test user added to the project, however the test user cannot see the milestone. I changed the user's group from Employee to Manager as well. Both did not work. Am I missing something? Any help would be great. Cheers JoelUse of the resources (workload)
Hi Can I use the use of the resources in general not for each project? In my case I have a lot of projects and the people is assigne to several projects and I want to know the workload for person ThanksView Tasks from Multiple Projects
How does a user see all his tasks from multiple projects in one place? It seems I have to go to each individual project to see my tasks.Product development
Hi, Is anyone using Zoho Projects to deliver software? Interested to hear about how you have your setup? I.e. Are you using the bugs feature as the entry point for all bugs, enhancements and features and then creating tasks to deliver those through the associate task feature?Next 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:-Projects 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.Types 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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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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