Task length
If I create a task which starts on Monday and ends on Sunday the week after, Zoho calculates the duration of the task to be 11 days. I have configured working days to be Mon-Fri and not Sat/Sun. But I am quite certain that two work weeks equals 10 days, not eleven. I notice that if I schedule the activity from Monday to the next Friday, the result is 10 days. But if I chose Sunday, the result is 11 days. Bug or feature? Best Regards JohanDisable Client Access - System Wide
Our firm uses Zoho Projects for work we conduct for clients. Our process is proprietary and confidential, however, and it appears to be commonplace to have dialogues regularly appear to allow for the invitation to clients in addition to internal users. Is there anyway to disable/remove, either on a client level, or preferably a system-wide level, the option to ever have a client receive communications from it? There is no scenario where we would like them to receive communications from Zoho Projects.Feed sever down?
All the feed disapeared in our projects! What happened?RSS Project feed is gone in new UI
Where is the link to the RSS Project feed in the new UI? It is referenced in the User guide here but does not explain where that is. https://www.zoho.com/projects/help/project-settings.html#rss-feedHiding the iCal description
Is there any way to omit the Description field from the iCal output? And, if not, please consider that a feature request. The Upcoming Events widget for Wordpress displays an iCal list of events. By adding a particular user to certain events, and then using that user's iCal link in the widget, I am able to display a calendar of events in my Wordpress site. However, it includes the Description, which is simply a repeat of the summary, followed by a line break (which Wordpress throws out), followedIs it possible to transform a bug report into a task, of to link a task to a bug report
The Bug / Request Tracker is often the entry point into a project management tool. Once the request had been analysed, one wants to transform the demand into a task for the developer or a dedicated project manager, without having to copy all the information collected during the request analysis available within the bug report tool. What would be the recommendation for such a process ?How do I access my project activity feed with RSS?
I want to post the activity of my project to my customers on my external website. I can do this if RSS feed is available. I can't find any information on this and everything I search for is 5+ years old on this subject.Forum post movements
Managers should be able to move posts between categories. Currently only Admin can do this. lhsilvaTracking Contacts
Is there anyway to track external contacts within a Zoho Project? I can't figure out a place to put them!Reoccurring tasks within a Project template
Maybe I am missing this, but after two hours of searching and watching YouTube videos I can not for the life of my figure out, how to include Reoccurring Tasks within a Project template. Any links/advice would help.Profiles and Permissions
I sure wish you would give us the same customization level in PM that's available in CRM. Without it, I'm going to have to look at other SaaS options. We really need to be able to manage information access more efficiently. Wendy DermottTracking Contacts
Is Zoho Projects capable of tracking contacts within a project? I can't figure out the best place to efficiently track all contacts within a project.Unable to upload profilepicture
After several attempts I am not able to upload a picture to my profile. Any suggestions why??No Zoho Projects buttons at the bottom of email
We have enabled Zoho Projects for many people in our organization, and it appears that im the only one that doesn't have the email integration buttons at the bottom of my email. It just shows "Zoho Projects - Project Management, Collaboration & Issue Tracking Software"Gmail Contextual Gadgets for Projects now working
Hi, We recently signed up for paid versions of Zoho CRM and Projects. I registered online using my email account for both products and then afterwards learnt about the Zoho Contextual integration for Gmail so went and added both Zoho CRM and Projects into our Google Apps Domain. I can log into both products fine through a browser and use them fine. BUT, when I try to access either of these through the Gmail menu (shown in screenshot) I get the permissions error "You do not have permission to accessSubtasks and Summary Tasks
Dear all, When reading about subtask on https://www.zoho.com/projects/sub-task.html I see the term "Summary Task" mentioned. What is this and where do I find it in Zoho Projects? This page also talks about a double-arrow button used for indenting or outdenting tasks to create subtasks. This button should be visible by hovering the mouse over a task. I am also unable to find this feature. I am using the Enterprise version of Zoho Projects. Best Regards JohanMulti-level task list
I'd be great if Task Lists could be made multi-level. Any possibility this will happen?How can an Admin tell if a user has activated their account?
I'd like to know if a user has activated his or her account other than the intermittant "activity feed." Any suggestions?Subfolder creation not working
I have been given Manager status for a project. When I try to create a Subfolder, the creation dialogue box pops up, but when I click the CREATE button, nothing happens. I've tried in three different browsers. In Chrome, the button doesn't even seem to operate; in Firefox and IE 11, the button seems to operate but the dialogue box just stays on screen and nothing happens. Is there a browser setting I need to change?Update project dates
Hi, I was wondering if there is a way to shift dates of the whole project or a task list without changing each task start date? Thanks, SamanDepenencies
Dear all, Zoho project is great but the dependencies is totally worthless. It seems to me that the only way to remove a dependency is via the Dependency View and that view is really terrible. There must be a way to group the task by task list and milestone or at least apply a filtering to the list. It's impossible to find a task when you have hundreds within a project. EDIT: Found a way to remove dependencies in the Gantt view. Great improvement for my workflow! Also, if I wish to insert a taskResource Utilization
The old resource utilization layout allowed a person to view utilization on a monthly basis. The new layout only allows a person to view resources for a period of a week. Can we get a monthly view or a custom defined period option to view? It is hard to gauge our company's capacity only looking outward a week at a time. Any help would be appreciated.TimeSheet Approval
Hi, have The timesheet module option to approval and close a time record after this is submitted?Zoho Projects
Hello: I am really happy with Zoho, and Zoho projects so far and we are considering using it as our primary management system. However there were a few things I had questions about: - When creating a new project, is there a way to create a template project? For example, we host training seminars. Preferably we would like to be able to click "New Project", select the speed reading template, and enter a date for the seminar. When the project is then created it already contains all of the defined tasksgenerate data with php
how can i generate data(project,tasks) from zoho project in json format with script phpNEW DOCUMENTS INTERFACE - FEEDBACK
After using the new projects interface for document management for a week or so now, I thought I'd give a little feedback on a few things and see what others thought. We use Projects very heavily for document management. Document Descriptions We no longer have the ability to type a description about a file when we're uploading it. These descriptions used to be visible when looking at the documents list as well. This is very helpful to the user to be able to see a brief description about a fileTip of the Week: Drag and Drop option in Calendar
As the thoughts flow in your mind, you plan the tasks, provide duration and assign users. While you go through the calendar later, you feel that a couple of tasks should needs to be postponed by a couple of days. Do you navigate to the Tasks & Milestones section and change the task duration? is the question I have for you. In case of YES, I would say that the task duration can be changed from the Calendar module itself. All you need to do is: Drag the task bar and Drop it on the required date. Note:Milestone and task list dependency
Hi, I have just set up a test project in Zoho and have a question about milestones. I added a milestone and some task lists associated with it. Then I set the work hours for the tasks to more than could be done before the milestone was to be ended. Now the Gantt chart correctly shows that the milestone ends before the task list, but I get no warning about this. I would need a warning that the associated milestone will not be completed in time if I for example extend a task that due to dependenciesDoubt about Client
Hi everyone, I want to know the following: If I add a Client in the project, my staff can see his contact information? There's any way to hide this?clave zsc
clave zsc, alguien me puede decir como puedo obtener esta clave para poder utilizar proyects?Task details via API no longer returning array of task owners
Until today, we had no problem with the task details API call. Today, when we call for all task details for a particular task, the API is not pushing any data to the "details" object, where the "owners" array has always been stored before. All other values we expect outside of "details" are being returned as normal and without flaw. But the "details" object is simply empty. Has there been a change in the API? The docs don't reflect any intended change. Perhaps this is a short-term bug? IfContact info
Is there any functionality within Zoho Projects to store contact information? I use CRM and projects but want to have specific contact info on specific projects - contact info that can be accessed by project users who are not CRM users. I want to store email addresses, phone numbers, geographical address and business info - within specific projects. Can this be done?Tip 2 : How to know the disk space used
Based on the plan you have chosen, disk space will be allocated for the entire portal (i.e. organization). To know the disk space used for the organization portal, mouse over the bar on the top right hand corner, below the Settings link. To know the disk space used for a particular project, mouse over the project listed in the left hand side menu. See the attached screenshot for reference.Forum text being cut off by right sidebar -- cannot read or write forum posts
Hello! In Projects > Forums, when I access any discussion topic, the text area is cut-off by the right sidebar. I can only read about half the width of the text box, when I am reading, or composing a post. This happens in both Chrome and Firefox (the only 2 I use). I'm using a high-res display (Surface Pro 3). Like many Windows 8.x users on a high-res display, I set the Windows options: Settings > Personalization > Display > "Change size of all items" = [highest slider position] (otherwise all textI have to Portals in projects- can I delete the one I don't want
Google Apps appears to have created a 2nd portal in my account instead of linking to my existing Zoho Projects. 1) I would like to be able to link the correct portal to my Google Apps account 2) I would like to remove the 2nd portal. How can I do this?Setting date for tasks makes "task disappear" in Google Chrome
Hi, Setting date for tasks makes "task disappear" in Google Chrome. What's wrong? Regards, KostaCannot link a Zoho document with a bug. Why?
We've decided to use bugs rather than tasks to handle all of our team's assignments since they support agile better. Unfortunately it appears that currently there's no easy way to link a bug with a Zoho document that has already been added to the project documents. I think it's a serious oversight. A bug's attachments tab allows to upload local files but not to attach Zoho documents. It should do both.Is there a way to list projects from different portals?
I'm a member of several portals and work on projects in all of them. Currently when i login i only see projects from my "home" portal. In order to see others i have to click on my avatar icon in the upper right corner and click on the "My portals" link, which shows all of the portals. Then i click on the desired portal and only then can select the project. This is rather unnecessarily awkward. All of my projects should be visible on the main dashboard.Zoho Projects + Zoho Docs API
Hello, I see the following message on the Zoho Documents portion of Zoho Projects API: https://www.zoho.com/projects/help/rest-api/documents-api.html#alink3 "The Documents API will be deprecated as it will shortly be merged with Zoho Docs." How is Zoho Docs and Zoho Projects going to be merged? If we manage all of our docs at the Project level within Zoho Projects, what will happen when Zoho Docs is "merged"? Can you provide details on this? Thank you- -KevinProject: Documents API will be deprecated
We were about to integrate a file uploader to our project creation form to attach files to new projects in Zoho, but we saw this notification on the Documents API section: The Documents API will be deprecated as it will shortly be merged with Zoho Docs. Is there documentation on how to use the Zoho Docs API to push documents specific to project IDs? We need to make sure files are submitted and match to projects, not submitted to a large disconnected repository. Thank you-Next 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:-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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