How Effective is Our Tasks Module in Managing Your Team?
Thanks for stopping by. The Zoho Projects team has been receiving feedback and suggestions regularly in our customer support portal. And most of the suggestions have played a major role in driving the product in the right direction. On that note, we'd really like to know how have we fared in some of our most popular modules. As project managers and leads, can you help us understand how effective is our Tasks module? It could be about improving navigation, speed, or general ranting about this module.Git integration - Add time to task, update status of task, close task
There seems to be some integration with bugs, but I was wondering if there is the ability to integrate git commit message updates with tasks - adding time, updating status, or closing a task as being complete. Workflow in our company is such that we create a project, create tasks that need to be accomplished, and then work through them making commits - manually adding time and closing the task as it gets finished. 95% is task and project based, and a small remaining portion is handled as bugs reportedUsing Forms for Data Input on Tasks
Hello, Is there a way to use forms to input data to a relevant document for a task? Thanks, KyleIf I Delete a Template will it effect existing projects?
I get a Big "Warning...cannot be recovered." when I start to delete an existing Task list Template. Will this effect any existing projects in any way? Will this effect a task list template that was made as a modification of the template I'm going to delete?Support for accountant public practice?
Has any one developed or used Zoho to support an accountant in public practice? Typically accountants have the same clients and do the same service(s) for each client every year (or quarter etc) The key question is can one assign a project to a customer? For example 123Client Could Have project Bookkeeping Xyz client could also have project bookkeeping but possibly also tax return. ThanksHow to remove the Me filter from Gantt charts?
When I go to Home and then select reports, the Chronology Gantt and the Milestone Gantt both have a filter called "Me". This only shows tasks that I have, How do I remove the Me filter so I can see charts for all tasks?Report on all tasks by user
Hello, Is there any standard way of identifying the total number of open/closed tasks by user, across all projects? Thanks, ManuelGet Tasklists, missing parameters
I am returning the project object that contains the links to the other project parts.. If I try and get tasklists from the link provided, it returns error: 6831, Input Parameter Missing. I've tried debugging using Postman but it returns the above error. I've checked my portal and project ids to make sure they were correct. Here is the URL string I am using: https://projectsapi.zoho.com/restapi/portal/[MY PORTAL ID]/projects/[MY PROJECT ID]/tasklists/?authtoken=[MY AUTH TOKEN] If I remove the /tasklists/User Access Error in Documents
I have a user who has been having issues with accessing the documents section of a project. This user has had the issue multiple times. The fix previously was to delete her, then add her back. It seemed to fix the issue. This user is now an admin in the portal and is encountering the issue again. Because she is an admin, we can't delete her from the project. Any thoughts on how to fix this error?Tip #6 - How To Receive Bug Event Notifications?
How about sending a layered notification to your team? Well, I think this is the best mass communication dodge that can keep your business intact. In this hustle-bustle lifestyle, no one finds time to shoot out the snags that deter your business progress. When you have an in-built tool that sets-off split-second notifications on the threats in your process, you can definitely find fixtures at an early stage and, can keep your negatives at bay. Today, lets see how the new feature 'Notification Helper'How do I create a group for selected users?
I have tried to follow the instructions to create groups but in setup > i could not find users & permissions, please advise. Thank youHow to view timesheets by project
I want to view all of my user's total hours worked within a project. Can I do this? I know I can view them individually by project, but is there a way to see the total hours collectively billed? Thanks!Gantt Chart formatting
Hi - I am creating a Gantt Chart in Milestone View, how can I get the tasks to appear in chronological order - from the top left side to the right? Currently, they are appearing from the bottom left to the upper right. This is not the way most Gantt charts are formatted. Thanks!Where are the filters for yesterday, this week or last 7 days?
In the Projects Tasks Filter I can filter for today, tomorrow, next 7 days and last week. But how can I filter last 7 days or this week or yesterday? If I choose last week it filters the week one week ago, not the current week. So if I filter on Friday the tasks for last week, I see the tasks from Monday till Sunday the week before, but no option to see the tasks for Monday till Friday this week. In my opinion a bit strange, but I asked support and the only answer I got back: "no it's not possible,User profile
This is a very buggy application. I cannot change my Nickname and Phone number under my profile settings in ZOHO Projects. Can you fix this? Anshulnew Tasks WYSIWYG editor great but needs slight tweak
This is a great new feature. However if you're like me and you're rushing to write a quick reply to a comment, the process used to be a quick one-click on the comments section and start typing away. With the new editor in place, you're needing to Activate the WYSIWYG editor Click into the comments section to start writing away I like the new editor, but is there a way where you can still enable the one-click-and-type-away feature that you used to have?For a brand-new Zoho user, how would you recommend setting up a project to.....
Hi. I am setting up a Gantt chart to manage a series of sub-projects & tasks to develop & maintain an old-fashioned windmill for a charity Trust. The labour is by retired voluntary workers (and won't fill in timesheets etc). The labour works just 2 or 3 days per week. Other tasks will be completed by outside contractors rather than by our own volunteers. To help me avoid getting in a mess by doing things which either won't work for this profile of project or which would add complications that IHTML formatting in task comments
A few people have asked about using color-coding, bullet points, numbering, bolding, or italics in task comments. Is this a planned feature for the future?Privacy task
Hi, as a webagency we work with many freelance and we need to keep privacy as some tasks inside a project. I know at the moment of the opportunity to add external and internal task but is not a good solutions because all my freelance as clients will see all the info anyway. There's no solution to manage this matter? It's too important for everyone I suppose. Thanks FrancoDeselect all available Zoho Project Users Check Box when creating a new CRM Contact Project
Currently, if you have Zoho Projects linked to Zoho CRM and you go to a Contact and select New Project You will get to the option to create a new project. The default setting has all Zoho Project users selected, not really an issue unless you have more than 30 or 40 users. Which we do, and to manually go through and deselect all the users that are not required for a particular project is very time consuming. Fear not, I have a script that has helped my team and thought I would share in hopes thatCan the same task appear in more than one task list?
Is it possible to have the same task appear in more than one task list? To be clear, I don't want to copy the task (i.e., create a duplicate version), I want the same individual task to appear in two places, so when the owner of the task updates or completes it, this change of status is shown in both task lists. For example (I'm using zoho projects to help me plan the launch of a new restaurant) I would like the task 'Confirm menu items & prices' to appear in two different task lists, 'menu design'Reoccurring Tasks
Hi There I have been experiencing an issue with re-occurring tasks not re-occurring on the dates they have been set up to reoccur on- This happens randomly and across different projects and is very problematic. An example which has been picked up on today. A task is set to reoccur monthly , once a month, with no end date. It was due to re occur today 2nd May (which it did) it was completed and closed but has not reoccurred on the 2nd June as it should , instead its skipped a month and reoccurredZoho Projects and its Integrated Business Apps
Zoho Projects is integrated with robust applications and services so that you can have one unified suite for multiple business needs. Integrations in project management helps you to work more efficiently with other related operations like sales and marketing, automating support tickets, and so on. With integrated CRM, support, invoice and billing, reporting, and collaboration, means just one software for your entire business. With everything packed in one system and in the cloud, any project dataTip #4 - Save Your Custom View And Stay Cool!
This tip is all about the new enhancement in the custom view. Excited to know what it is? Then, spend some time in reading about this new feature. It might be helpful, when you are in a high need of enlisting bug details. Why custom view for bugs? Basically, a customized solution will help in solving your problems at ease. Custom view in bugs can help you to group the requisite bug details in your project with a common name. A custom view can further be customized using the filter option. WhatMy Tasks scroll bug
On the "My Tasks" page with the Classic View, all of the different task lists start out expanded which I like. My issue is when I attempt to scroll down, it appears some Javascript is not allowing that and it instantly scrolls back up. My work around is to collapse the task lists on the top or move to a different view. Firefox 41.0.2 on Windows 10Private sorting in Task Kanban view
Hello. I am still adjusting to using Zoho as my company has recently switched. I found the Kanban view of My Tasks to be one of the view ways I can organize and understand workflow. The problem is every time I make a single switch of any project, it sends emails out to all people involved in the project A coworker came to me in panic that her inbox was flooded with adjustments I was making. I was just changing priorities and how they're viewed for my own sake - I wan't changing dates or milestonesTask Comments
When I try to enter a comment for a task, I get an error message after clicking "Add Comment". The message says "Please enter a valid comment".Track hours/minutes - tasks
Hiiiii there, Well the Company I am working for is quite interested to buy some of your Zoho Project Packages, please, instruct me: which one (package) do we have to buy, we need the following to be unlocked so we can have/use/perform: 1. To have a chart that shows us how many hours (sometimes minutes) each daily task will take (so, for example I can see which days I’m working late and when I have some free time in order to take appointments. (I want to see the hours (or minutes) across the charts,How to assign multiple people to a project.
Hello, I have 140 people in my organization. I have created a generic project for Project Management and want all people to be part of it as it will contain tasks like presales, training, support etc. How can i assign multiple people in shortest time. I cant add people 1-by-1 as it will take too much of time. Regards VishalIs there a way to save a custom view within Project tasks like CRM?
I like how in the CRM activities tab, you can save a custom view. Can that be done with Zoho Projects? Also, is there a way to sort by column like in CRM?Do not let Client Users Access a project
I am brand new to Zoho and love everything so far, especially the ability to connect projects to unique contacts in ZOHO CRM plus! We are have a set series of tasks that must be completed per customer and that is why we are using ZOHO projects. I would like to see which contact is associated with a specifit project on both the project and on the contact record. I DO NOT WANT THE CONTACT TO BE INVITED TO A PROTAL TO VIEW THEIR PROJECT! Is there a way to not invite a contact to view a set projectZohoProjects CLIENT INFORMATION
Hi, I have a doubt about Zoho Projects: I want to know, if the clien t's information can be hidded for our employees, or if not, if there is some way to make the client to be in contact with the manager and the admin only. Thank youAny plans of Zapier integration?
The CRM already does this. If projects did, it would be huge!!! https://zapier.com/developer/Removing Projects
Can anyone advise how to delete projects? I have created a duplicate project in error.Removing a projects
Trying to remove project that I have created. I have managed to remove the tasks within the project however I am unable to remove the project. Any help is welcomed and appreciated.Search or Filter Projects by field
Hello, Is it possible to search for projects by a field? Or to filter the results in the Project tabs by a field? For example: I have 150 projects and as an Admin I'd like to analyze projects by owner. Or I am a Manager and I want to view projects by due date. Is it possible? It should be. Thanks, ManuelAdding viewers to a project
Hi How can I add viewers to a project? I can add users and client users etc but I cant see how you add a viewer to a project? Thanks AlanZoho Project - Dates in Timesheet Export are not in Date Format
When exporting the timesheet, the date column comes out as text, not as a date. You have to replace the hyphens with slashes so that Excel will recognize the values as dates. Would it be possible for Zoho to be modified to export the dates as actual date types?How do I make a Gantt chart??
It seems like this should be obvious, but I don't see anywhere how to view my tasks and % completion in chart form....Two companies one project account
Here's a scenario I'm trying to figure out a solution to: I have a design company and I work on a ton of projects for another design company. We have our own projects and a lot we do together. Right now everything is very scattered, it would be nice to have all of this in one place. Would zoho projects allow some sort of integration with books where all projects are housed under one roof, but time tracking/billing could be kept separate. Maybe each project could be assigned to one company or theNext 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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