Zoho Projects - Creating a project in 4.0 does not show up in projects list
Hi, Of recent, if I create a new project in version 4.0 it does not show up in my projects list. If I switch to the old version I can see it in the old version not the new one.Zoho reports
Hello, I am rather new to Zoho, so my question is probably stupid. Where can I find the Reports tab? Thanks beforehand for the answer Chantal MertensClassic View Task Window problem in IE
I'm finding it impossible to work with the 4.0 Task Scheduler with my Project users who have IE. 1- When switching months, it switches multiple months with one click. 2- IF I can get on the right month, I click on it, but the wrong month gets registerd. Attached is a screen shot where "calendar roulette" lands me on a month of February with 31 days. Here is a video stream from a webex meeting showing the problem in action.Zoho Projects sign up, username not available
Hello, I'm on a Zoho CRM trial and have a question, it's likely silly, so don't laugh too hard... I'd like to check out Zoho Projects and need to sign up: Why? Are the different modules not integrated with the CRM user account? I can't use my CRM username as I'm already using it :-), how many user names do I need? I think I'm missing a critical overview of how all of this great stuff works together. Thanks in advance!4.0 - Task not does not open from Activity Stream - have to find Task and Note in the list? Lot of work?
Hi: In 3.0 if you click a 'Task' or 'Note' in the 'Activities across projects' home screen it takes you directly to the Project, the Task (within its Task List) and opens the Note for an additional comment. Excellent. In 4.0 if you click a 'Task' or or 'Note' in the 'Activities Stream' home screen it ONLY takes you to the 'Project' in Classic View. You have to scroll and go back and forth to figure out which Task, then open the Task to see the Notes in the right pop-up box, then scroll down toCan't see my projects in 4.0 ...
I created two new projects in 4.0 yesterday, now when I log in I can't see them if I switch back to 3.0 they are listed and contains all of the tasks and milestones I created. Can someone please address this issue? Thank you.Cannot see a project template created on 18 February 2013
Paul Hawkins (user name: paulhawkins@mergecointernational created a project template on 18th February in Zoho Projects. When he logged on today, the template had disappeared. Can you please investigate and get back to me asap. Regards Rosanna Hawkins (rosannahawkins@mergecointernational.com or telephone +61 2 9547 3330)Dependencies between Milestones and Tasks
Hi - not sure whether it's a problem with my understanding of the software but I can't seem to create dependencies between my tasks and their respective milestones. Surely, I should be able to create milestones and underneath them the required tasks to be completed to meet that milestone? I'm currently on a trial of the free version if that makes any difference (3-days). any assistance would be appreciated. Thanksmy project upgrage only showing up on certain pc's
Hi, I upgraded my zoho project to a premium subscription. When I log in on my imac, I see all project, when I log in with the ipad I see everything too. But when I log in on my windows laptop, I'm logged in with the same account, but as a free user. Yet, in billing it says 'your plan' in the premium plan.Make "open in Zoho" the default document behavior?
Currently, when a user clicks the title of a word processor or spreadsheet document in Zoho Projects, it initiates a download in DOC or XLS format. Below that, there's a small link that says "Open in Zoho Writer" or "Open in Zoho Sheet". Is it possible to set ALL word processor and spreadsheet documents to open in Zoho Writer or Zoho Sheet by default (i.e. when you click on the title)? I believe the folks at my organization would be confused by the current behavior and I'd prefer to have them ALWAYSproblem with translations in FRENCH
There is a problem with accents in the French translation version : Example : Also, there's a problem with your forms : instead of "City" or "town" there's only "State" (Etat) ... and there aren't any States in France.Create a new project
Is Zoho Project free only good for one project? I'm new and started exploring yesterday and successfully created a project. Came back today and tried to create a new project but to no avail. Logged in, went to the project html link and got linked to the page view that I created yesterday. There is one tab at the top 'My Home' Under that is 'My Projects, My Tasks, My Bugs, Milestones, Calendar, Timesheet and Meetings.' There is no New Project button, link, dropdown menu, nothing..... InterestinglyPLEASE Delay The Automatic / No-Choice Switch To 4.0 From 3.0
Kind of like a lot of stuff in 4.0 but as per my other post and many other people's comments there are a lot of issues, including a lot of 'User Empowerment' that somewhat defeats the purpose of Project Management. Some of the 'general collaboration' tools (tried them all) might get away with being 'social' but the true value of Zoho Projects is it is a LOT better than those other tools for 'real work'. So PLEASE do not force the 3/15/13 switch. At least give us a choice and yourselves some timeTrouble Deleting/Archiving Projects
I use a Mac and I am having trouble deleting projects. Is this a user setting or is it a Mac issue?How to embed Project details, gantt in my website
Hi everyone, I still couldnt find the way that I can embed project details on my website. According to the ZOHO project API we can extract data as JSON or XML but is there any way to embed charts and other things in my website? Highly appreciate your help! thanksNew User Sign Up Confusion...
First of all the sign up system is very cumbersome, making a user sign up with Zoho to access My projects. Any plans on changing that like you did for Zoho Support? Because of that, we do not use the "Client Access" feature. Aside from being cumbersome, there's confusing prompts in the process. 1. The welcome email that goes out gives an Email Address and Password 2. The welcome page you are directed to asks for a Username and Password. Never does it say that the username is the email. 3.How do I add multiple users to the Project if I have Manager access?
How do I add multiple users to the Project if I have Manager access, I am able to add multiple user If I am Admin using "Import Users--> From Google Apps" but If I am a Manager "From Google Apps" option is not getting listed, only "From CRM" is getting listed, is this a bug? Kindly respond. Thanks - Muthuraman R Manager - PMO Origin Learning SolutionsTask finding became hectic
Gantt view enables to see full month calendar of tasks. In previous version of Zoho, when a user clicks on task in Gantt view, browser automatically gets redirected to classic view as well as it automatically scrolls down exactly where the task is located in the list and highlights the task. The feature is not available in new Zoho. Now, Zoho only redirects to classic view but each time a user needs to find the desired task location by scrolling in hierarchical list. There is only one way to identifyImproved Drop Box Synch
I'm hoping someone responds and tells me how I'm completely missing something but.... It would be very helpful if when you add a DropBox folder to ZHProjects, that it actually brought over the sub folders as well. I know this is possible, we had the functionality in TeamworkPM. We go through a lot of trouble to create sub folders for file organization only to have to 1. Create matching folders in ZH, sometimes dozens... then 2. Import/synch each one independently. You already are giving DropBoxAbility to Force Time Entry
Is there any way I can set up my project portal to not allow a task or bug to be closed unless it has time recorded against it in the time tracker?Tasks Template 4.0
Using model of tasks and projects in version 4.0 of zoho projects?Reordering subtasks!
Reordering the subtasks that are linked to other subtasks?Number of emails in projects
Is there a way to get an update at days end of everything that happened in a project or new tasks added instead of multiple emails?How do I reorder Milestones in the new UI 4.0?
This used to be (or is) possible in the old UI, but not in the new UI? Why?Security Problem
One user of a project has manager access but is receiving the following access error: (can''t get to the project or see it at all) Ouch ! Permission DeniedIts looking like you must have taken a wrong path. Wait, well put you back on the right track Go to Home Page She can get into other projects, so something must be corrupt. Any suggestions for resolving?Users: change name
Hello, I have a lot of subcontractors who use a general email-adres like: info@.... In the userslist and tasklist they all appear with their username: info. Can I modify this 'info'-name to their personal name/firmname? Greetings, MarcMember (user) real name
It would be nice to be able to edit Project members and give them their real user name and be able to set a Picture and a description of them as well. Since the email address sometimes says nothing about the person. marioМануал на русском тут есть ?
Мануал на русском тут есть ?Как создать новый проект ?
Как создать новый проект ?Forum Questions: Sticky and Announcement
Can anyone explain what exactly the two functions at the bottom of new posts do: "Make it as sticky post" I see the little thumbtack icon, but the post gets buried down the page under new posts. And... "Make it as announcement" Does that go to everyone? Even if they've opted out of notifications? It would be nice if functions and check boxes in the actual software were covered in some sort of user's guide... Thanks!Cannot access Zoho Project
My email account was used at my last employer and we paid for Zoho Project. We then cancelled it. I need to use this software again but Zoho has my user ID tied to this old Portal, which no longer exists. How do I sign up with my existing account? Telling me to call the Portal administrator from a bankrupt company is not a good option.Copy or Save Existing Tasks/Milestones or Project into a Template?
HI, I had the free version of Zoho, I just upgraded to the Express which has Templates. Is it possible to copy or save the tasks and milestones I've already created for my current project as tasks/milestones for a Template? OR can I save my entire current project as a Template? The latter would probably be better because at the end of the project it has tasks that were added which is better.Print task no longer an option in 4.0?
In 3.0 we could click on the print icon on the top right and a print version of the task would pop up for printing. Is this no longer an option? All I get is the pop-out of the task and when I go to print it wants to print the entire feed with the popout on top of it.How do I create a new Task List within the new Zoho Projects?
I cant find out anywhere how to create a new Task List within the new layout. Does anyone know? ThanksCan not access forum post in the new 4.0 version
Hi, We are having having problem accessing one of our Forum posts on the new 4.0 Zoho Projects. When I click on the "Forums" > "[Post Title]" nothing happens. Other posts are working fine and this issue happens only with this one. In the attachment you may find what we see in the Firebug one minute after clicking on the forum post. This is a critical issue for us since we are using Forums for discussions with our clients. Could you please take a look. Thanks, MilanUploading videos
Hi. I was uploading photos and videos from my iPad, but they wouldn't upload fully. Now I can't find them in zoho or on my iPad Also I notice that when I wish to upload and choose to create a photo within the zoho app that photo doesn't save to my iPad photo folder Can this be corrected in settings somewhere ?problem loading portal homepage in IE9
Hi, I cant load my homepage in IE9. I have changed compatibility settings to no avail. Thanks.Gantt View not Editable
Question regarding the Editable Gantt view: Mine does not appear to be Editable although I've paid for Premium Membership. Is there something else I'm supposed to do? Thanks JessicaGantt Printing timescale
I tried printing the Gantt chart over a multi-month window, however, it automatically goes to "fit-to-width" view when printed, which loses dates and therefore, its purpose. I would prefer that the chart print in multiple pages, not condensed into one. Also, when converting to pdf, the chart is in portait mode.Hi, I'm stuck on this one..
How to correct spelling mistakes in Zoho projects 'FEED' ? I cant work it out, can't re-open???Next Page
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Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatPower of Automation::Streamline log hours to work hours upon task completion.
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:-Zoho Projects Android app update - Access subtasks on the task listing screen
Hello everyone! In the latest Android version(v3.9.22) of the Zoho Projects app, we have brought in support to display the subtasks on the List view of tasks, within the Projects and Home module as well. Please update the app to the latest version directlyPower of Automation :: Invoice your timelogs automatically once the tasks are completed
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 automateZoho Projects - Add time logs in Offline mode
Hello everyone! We are excited to introduce offline support to add time logs within the Zoho Projects mobile app. The time logs added in the offline mode will have an 'Yet to Sync' indication. Once you are online, the time logs will be synced automatically.
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Zoho Project API search?
Good day, i would like to search our entire portal for a task using the API. We have over 20k tasks so I dont to search for all tasks and then do a for each as it would take way to long and also would need to go over the limit of 200 records per query.Zoho Projects Currency fields in Deluge script
I have several functions I've written in Zoho Projects that take one or more currency fields as input parameters (arguments). These functions have been working just fine for months, and I made no changes to any of them. Today (Jan 21, 2025) I noticedUnable to add custom fields as columns in projects table
We have new products set up as projects, with the project name being the SKU. And then a custom field in this project template is the name of the product. I need a way to show the name of the product as well as the project name (SKU) and I am reluctantWhy are these pages marked "restricted"?
Access is denied with these pages saying "Sorry, this page is restricted". Why? https://help.zoho.com/portal/en/kb/projects/tasks/task-operations7-0/articles/log-hours-for-tasks-old https://help.zoho.com/portal/en/kb/projects/tasks/task-roll-up-7-0/Custom TaskList and Tasks creation based on project custom field
Hello, I'm trying to configure Zoho Project for a specific use. I have created a custom multiselection field in project template and I would like to create one tasklist with multiple tasks in it depending on the multiselection field on each project. For
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Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatOrganize and Clone Task Custom Views
We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:Zoho Projects Roadshow, USA - 2024
Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutionsProject Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and serviceTip 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 enable
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