How can I reduce logged hours once approved?
How can my project resource (employee/contractor role) reduce logged hours against a task, once the logged hours are approved?.Project questions and answers
I'm starting to look into Zoho Projects for a new project we're kicking off. Our current need is to set up a section on questions and answers. We have a question on the project that we would like to ask our client. As soon as our client has replied, we can close the question (if there are no open issues after his answer). I was thinking of opening a discussion for each question. But I was looking for a feature to add different tags to each question, and to be able to close a discussion. I also wouldExport File 'Date Fields' saved as text versus date format for excel
This caused a big problem when trying to import same file Zoho Projects had created in the export - all of the dates *looked* good but they were text and had to be re-entered one at a time, as excel wouldn't reformat the fields from text to dates - it didn't know how. But this was the exact file that zoho projects had created. Developers need to fix this so that the export data in the date columns is indeed dates and not text. Thanks.Diferent PROJECT ID same project!
Hi, we are doing an integration of Zoho Project with our personal platform, to control the total time of projects from client/programer, but since you deliver the new API, almost all project got a new id/token, so all project are duplicated. That new id/token come from the new API, or im wrong ?Export / Import Field Names Mismatched Zoho Projects
Ok - I just did an export from Zoho Projects - beautiful xls file to use. I revamped a few dates and added a few tasks in excel. Saved to CSV Went to import what I saved, and zoho projects doesn't recognize its own field names/column titles from the excel file it created - hmmmm.... hey guys - how about some standardization here - you should be able to map to your own field names. Also a big drag to not be able to put in the task lists you want / update existing tasks, etc... but it's pretty basicProfile edit problems
My profile is not updating when I submit changes Eric GonzalezHow to skip weekends?
When i set the duration of a task, i want skip the weekends, but now i can find this function. liu.peugeotUsers - deleting and editing
Hello I have 1 questions about users: 1/ How do I delete users from a project? Do I need to have Portal Admin rights? I have tried the instructions in the User Guide but they do not work at all. 2/ How can I amend user details ie the spelling of a person's name? It appears that I can only amend my own details which would be crazy as it means I would have to sit with each person in the office to change the way they have spelt their names. ThanksTasks and Subtask Indenting and Outdenting incorrectly handled
Hi Projects Support team, There is a problem with indenting and outdenting tasks and subtasks. If you add a task you cannot get the task to sit in the correct position within the project. Two obvious scenarios: i. If I create a task, then try to place it at a level between two other tasks, it becomes a subtask to either one of the tasks. This is completely wrong! ii. If I want to make it a task, then it has to be dropped at the top of the list - becoming a subtask to a header. iii. Reordering DOES"Organize your work better with skip weekends and holidays"
I'm just posting my comment here in case the moderator doesn't accept it on the blog. We've been waiting for Zoho to roll out the "Skip Week-ends" option for over 2 years. Some posts on this forum have requested this feature for over 4-5 years (yes that's right!). After several promises that this feature is being developed and soon to be launched, imagine my pleasure when I received an email that this feature has been finally rolled out. Then DISASTER strikes, the blog post states: "Skip WeekendsLaunching Document Management for Zoho Projects powered by Zoho Docs
The Documents module in Zoho Projects just got a big boost. You can now create rich documents, spreadsheets and presentations right here and work on them collaboratively with your team. This update powered by Zoho Docs lets you do a lot more. To know more, refer our blog post . PrasannaCreating a report with tasks and milestones from more than one project?
Does anyone know if its possible to merge the tasks and miles stones of a number of projects into one report? I have a number of projects that are all for one client and would like to send them a monthly summary report of all of them together (rather than printing off one by one and re-scanning). All the projects sit within one group if that helps...No option to book time against a bug
When we go to book time against a bug, we click on the Log Hours tab, but there is no option to add hours to the bug?How to sort tasks by USER
I am about to start adding other members of our team as users in ZOHO Projects. I will be assigning them to tasks. We will have a large number of tasks with different users assigned to them. When these new users log in - how do they sort the tasks so that they can see all the tasks assigned to them all grouped together so they are not having to search through long lists of tasks to find what they need to work on? Thanks DanHow to share documents with non-users? (Zoho Projects)
The Zoho Projects website lists one of the features of Zoho Projects as "Share Files From Anywhere". This was an important feature for me so I purchased a monthly subscription to Zoho Projects. I have uploaded a document but the only options available now that it is uploaded are to MOVE it, DELETE it or EDIT the name. I have uploaded some artwork created for this project. Instead of trying to email the file to our Printer I want to provide a link for the artwork so they can view the artwork and giveDesktop gadget or taskbar messenger app for Zoho projects running in background
Dear Zoho team, It shall be great if ZOHO projects can develop a desktop gadget or Google-talk type messenger which starts automatically with windows . If no browser window is open, it shall run unobstrusively on the system without disruptions . People sometime knowingly/unknowingly close the browser windows to avoid taskbar/desktop clutter while working and then they are no longer available for rest of the teammates for collaborative works . Kindly see if you can provide some solution to thisAssociate Vendor to Project
We would like to keep our accounts section strictly for customers and not include our vendors. We want our vendors to all be listed under the vendors ribbon. The reason for this is we want everyone in the company to be able to access all of the vendors but we don't want everyone to access all of the accounts. The problem I'm having is I would like to associate vendors to projects but it says they have to have an account. Is there a way to turn this requirement off. I tried to find it in customizationdependency
Hi there, After I reviewed the Gantt Charts, I felt there would be a need for me to adjust dependencies. The way I'm doing is go back to Tasks, click Dependency and then change the numbers of predecessors…do you have a better way to do that? like what you got is what you see? Thanks for your help. RolandArchiving project chat
Hi, how can I archive the project chat topic, I do not see the options as it is shown in the help here. http://www.zoho.com/projects/help/archive-topics.html Thanks and regards, RobertChanging time zone in company settings
After you select a different time zone and click Update Profile. It displays the previous time zone. Allan GobinOn Projects-Forum my screen is not wide enough to read the posts
My screen is not as wide as needed in the standard way zoho is showing a forumpost (Projects). the middle column should be wider. Now I cannot read the last part of the lines of the post, and there is no horizontal scroll-bar. Are there any settings I can set? Sigridt Below is a part of the screen, where you can see the word is cut and the sentence continues behind the right panel.Goodbye Projects 4, Hello Projects 5!
In November 2014, we opened up Zoho Projects 5 to new users and gave an option to existing users to switch to the new version. We officially launched this version a week back. Apart from a new intuitive interface, significant features like SLA, expense tracking and budgeting are exclusively available in this version. The response has been very encouraging and in this short time, 95% of users have moved to the new version. We are now confident that we can greatly enhance your experience by goingProject Templates Failing to Show Tasklists/Task
Hello, We use project templates to do many of our projects and for some reason when we create a new project (on 3/3/2015) the preset tasklists/tasks are not showing up. Anyone else having this problem or does anyone have a solution? Thanks in advance. PhilCreate a Zoho Support Integration with Projects
We have clients who use zoho projects. Often they have issues that are directed to support. It would be great if they could access their support portal and open tickets and see them right within zoho projects. Please consider adding this.if I delete projects ZOHO is decreased equally by the total number of projects that I can create
if I delete projects ZOHO is decreased equally by the total number of projects that I can createTime sheet report for archive projects
I have 130 archive project and need to get the report of all the hours against them, is there any way to obtain this report without having to re-activated all the project one by one?! if not it means I should do the project settings change 260 times to be able to generate a report!Client User access to different Projecvts
Hi, Can you please inform if a Client User can access to many projects? Or, by other words, Client User can only access to one project? Thank you in advance and Best Regards PauloTask comments no new lines
There is annoying problem with the task comments. There is no news lines and the whole comment is displayed on single line.Forum Announcements - Clients receiving an email notification
Just started using Clients with our Zoho Project and after creating a Forum Announcement, it looks like the internal team received an email notification, but the Clients did not. Announcements are suppose to go to everyone on the project, correct?Why can't I move a bug from one project to another?
According to the help documentation, there should be a Cog Wheel next to a bug allowing me to Move it. But no, there isn't.Finishing tasks with dependency
I found out that it is possible to finish a task which is dependend from another task. I tried to finish a second task, and this was possible! Can someone tell me how this works? I want my employees to start a second task only after finished a first task!Is it possible for employees to upload docs?
Is it possible for employees to upload documents? Where can I find it? Is it also possible to change docs and upload over another doc? Thnxhow can I create a recurring task and view the calendar as an event
how can I create a recurring task and view the calendar as an eventyou can view the day along with the date on the display
you can view the day along with the date on the displayIntegrating with CRM with projects
Hi All I need to use Projects in combination with CRM - I am both a sales person and deliver projects. So I have the following issues - I cant see how you integrate the Projects Calendar with the CRM Calendar? I can't see how you get a report about what commitments you have made within projects so you can see when you can deliver projects for clients - am I over allocating work to myself, when would I be free to carry out a task etc. How do I get a report out of the system to show the number of daysCopy or Reuse Tasks and Task Lists
I have a project with a few milestones that use the same task list (and associated tasks). Each milestone is based on a different date, so I'd like to just copy a task list & tasks to the other milestones. Can this be done? Richard Brust http://www.rbrdatasolutions.comZoho Projects integration with Google Apps
I really need to have something clarified for me about using Google Apps integration with Zoho Projects. I'm writing a project plan about introducing Zoho Projects into our company. Part of that plan deals with rolling it out to all employees. After a lot of reading and trying to understand the integration of Google Apps, it seems as if I will be forced to move my Exchange email system over to Google mail if I want all calendar functionality to work as advertised with Zoho Projects. This isLinking google docs to Zoho Projects - not working as it should
When I add a document or spreadsheet from my google drive to a project in Zoho, it does not link to the document or spreadsheet on google drive. Instead, it imports a Microsoft file format version of my google doc into Zoho Projects. This is a problem because when you click it, the file downloads to the computer instead of opening directly in Google docs, which is how google docs integration has worked on every other service I've used that integrates with it. The only other option I have is to clickRecurring Annual Tasks - How to Filter
In Zoho Projects, we are setting up all tasks to recur Annually. When we mark an item complete, the recurring task for the next year (2016) shows up again in the active list and it is confusing because we don't need to see them yet until next year, we only want to see the tasks that need to be done this year. Right now I don't see a good way to handle this. We prefer the Classic Task View by the way, with the Task List groupings. The best way to handle our situation that I can see is to have a coupleRole and permission Zoho project
Hi every body Can i Change a spcific role and pernission and can i create a new role TKS for your helpNext 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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