All about Users in Zoho Projects

• Topic Participants

• monica

  

• J-Rad

• JBMILAN

• Brian Kariger

• Odhran Molloy

• Sticky Posts

• Tip 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).

• Tip # 3 - Follow And Add Followers To Your Project Modules

  Besides owning effective managers and quick-witted employees, you need to have supportive followers for accomplishing your project goals. Accompanying this note, today, lets run through a quick and easy tip on  'How to follow and add followers to your project activities?' . Follow the project activities all by yourself -Follow to get real-time milestone updates Milestones are nothing but your project goals, which can ultimately uplift your projects' quality to the next level. Now, users in the portal

• Tip of the Week: Task Dependency (Duration in Hours)

  I hope the tip on task dependency helped in understanding how it works in Zoho Projects. In a real-time, the successor task may or may not start on the predecessor's completion date. On either case, a project management tool should allow the users to set dependency between tasks. Ain't it? In Zoho Projects, the Task Duration in Hours option allows the users to set dependency between tasks that ends and starts on the same day. The Portal Owner and Admin role users can activate this option from the

• Tip of the Week: Task Dependency

  Task Dependency - a feature that allows the users to establish dependency / linking between tasks within the project. Points to be noted with respect to this feature: Task Dependency can be set only from the Dependency View section within the Tasks & Milestones module Tasks setup with duration (start & end date) will only be displayed in the Dependency View The supported dependency model is Finish to Start Dependency can be established only between the tasks in the same project A task can be dependent

• Tip 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:

• Recent Topics

• How to Delete, Disable, or Remove Streams from the Mail App?

  Is there a way to remove Streams from the mail app sidebar? I get too many notifications, it doesn't add any value to Zoho's functionality (especially since you can just make comments inside an email), and is distracting. I do not want notifications/alerts

• Delay in MX updates

  Hi, I set MX Records 12 hours ago, and I am receiving email normally, but I still get notification MX record is not pointing correctly. Error: The MX records of your domain is not yet pointed to Zoho Mail. Why there is a delay in detecting MX records,

• Bigin iOS and macOS app update: Link email messages to pipeline records.

  Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated

• make.com integration

  Just wondering if anyone on Zoho One account connecting apps to Make.com We're on Canadian server (.com) and when connecting to Make.com, it keeps having error of Invalid Client ID. I have contacted both Zoho and Make and both sides said it's not an error

• Article Numbers for KB articles

  Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced

• Refund Request ,Zoho Mail Subscription (zoho suport is not replying)

  Hi Zoho Team, I recently subscribed to the Zoho Mail yearly plan, but after evaluating it, I found that the interface does not suit my workflow. I’ve already canceled the subscription from my end. As I’m well within your 30-day refund window, I’m requesting

• File Encryption - Zoho Desk iOS app update

  Hello, Everyone! We have now introduced the 'File Encryption' option within the Zoho Desk app as part of the HIPAA Compliance. This option allows the user to encrypt the attachments within the Desk mobile app, which acts as an additional layer of security.

• Data encryption - Zoho Desk iOS

  Hello, Everyone! In the recent iOS version(v2.8.23) of the Zoho Desk app, we have supported data encryption. As a part of HIPAA Compliance, the Zoho Desk mobile app now allow users to encrypt the Desk mobile database as an additional layer of security.

• Notify Admin when a user forgets to check-in or check-out at the designated time.

  Hello, I would like notify the Admin via email when a user forgets to check-in or check-out at the designated time. What is the best way to setup this email notification?

• Assistance Needed with Prospect Conversion Issue

  Hi, I attempted to convert a prospect to an account, but received a pop-up notification indicating that the contact information matches an existing contact. I selected the option to add it to the existing contact, but it appears the prospect was not successfully

• Mail Merge - unable to send more than 50 email

  Hi, I've subscribed to the pay email service because of the Mail Merge feature. However, I've found that this feature only allow to send up to 50 emails. I've to attach a screenshot for your reference. This limitation is not mentioned anywhere in service.

• Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

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• UK payroll entries

  Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems

• Closing Accounting Periods - Invoice/Posting dates

  Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

• Invoice status on write-off is "Paid" - how do I change this to "Written off"

  HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

• Reverse Charge Services (Non-EU) Showing Correctly in 84/85 and 67, But Missing in Box 46 - Germany

  Hi, I'm located in Germany and I’ve set up my expenses for non-EU services (e.g., OpenAI, DeepSeek) under the reverse charge mechanism (§ 13b UStG) in Zoho Books, and I noticed some discrepancies in the VAT Summary Report. What’s Correct: Reverse Charge

• Zoho Live Chat/Support

  What is going on with Zoho support lately? I've tried to use the live chat feature 4 different times and it refuses to connect to any (despite waiting over 30 minutes one of the tries). I finally gave up and emailed my question nearly a week ago and still

• Can we have a module to records Certificate No and TDS rates for Lower TDS Certificates by the vendors ?

  Can we have a module to records Certificate No and TDS rates for Lower TDS Certificates by the vendors ?

• Tip #38- Track Organizational Changes: A Guide to Using Action Log Viewer- 'Insider Insights'

  Hello Zoho Assist Community! Ever needed to trace who did what and when within your remote support operations? Let’s say your support team is growing, and you want to monitor key activities like settings updates, user invites, module changes, or permission

• Tip of the Week #67– Avoid confusion – Mark duplicate threads.

  When customers send the same message to multiple email addresses, such as support@ and sales@, your team may end up seeing the same message in different inboxes. This creates confusion, risks double replies, and clutters your workspace. Use the Mark as

• Tax in Quote

  Each row item in a quote has a tax value.  At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from

• Final Reminder: Discontinuation of Older ASAP Widgets and Mobile SDK Support

  We launched the new ASAP Help Widget last year, introducing a unified and enhanced experience. Since then, older configurations have been placed in read-only mode, with all major updates and improvements built exclusively on the new version. As part of

• Zoho Subscriptions -- Zoho Commerce integration

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• Website show Blank white screen

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• How manufacturing analytics can transform your enterprise with Zoho Projects Plus

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• Projects custom colors replaced by default orange

  Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?

• Customize your SalesIQ live chat with Custom CSS and blend it with your website design

  Hi everyone. Hope you all are having a great day! SalesIQ offers various inbuilt customization choices for your chat widget and window like changes in colour, theme, font etc. Although these choices are many, sometimes they may not match with the design

• From Email Address When Replaying to Missed Chats

  One of the most common things we do is follow up on every missed chat.  Missed chats are like money in the bank, people just waiting for your response and to start a relationship with our companies. However, SalesIQ only lets you respond from 1 email address from your entire account?! We have happily paid for 4 subscriptions, but our users cannot reply from their own email address?  How are we supposed to build customer relationships? The fix to this issue is so simple, just load in the logged in

• how to treat a same person as customer and vendor in zoho

  hi team, in my company, few persons acting as creditors as well as debtors (which means sometimes we pay them... some times we paid by them). in that case i would like to maintain a same ledger for that person.in zoho books it is treating creditor and

• Narrative 6 - The impact of rebranding

  Behind the scenes of a successful ticketing system - BTS Series Narrative 6 - The impact of rebranding Every organization has invested in branding to set itself apart, and that should be reflected in the help desk. Zoho Desk enables organizations to apply

• custom color palette for picklist in Sheet

  Migrating over from Google Sheets and missing the ability to customize the individual item colors of my picklist/dropdown menus. Is this something that is possible? A search showed me creating a custom color palette in Analytics is possible but I am not

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• Image Upload Field API get encrypted ID and sequence number

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• Attention: Changes to 10DLC TCR pricing and new authentication requirements

  Hi everyone, Starting August 1, 2025, The Campaign Registry (TCR) is introducing new pricing changes and a mandatory brand verification process called Authentication+ 2.0, which will affect how you register and manage your 10DLC messaging services. These

• Better Time Tracking

  We need better time tracking customization for IT MSPs. We also need reporting that is built in, rather than having to try and fumble with creating custom reports. We also need to be able to mark whether a ticket has been billed or not, I don't think

• Scheduled Tickets Need Updated

  There is a very clunky manual way to create reoccurring scheduled tickets. This should be created to be easy for the administrator to create. We create several (10 to 12) reoccurring tickets per account for biweekly and monthly auditing purposes.. The

• Team Feeds Improvements

  Team Feeds needs to show a feed of every action within the department. Currently it seems that the feed will only show a ticket that I've personally commented on or interacted with/followed. A feed should be that, a feed. As a manager I would like to

• Better Security, Better User Experience | Help Center Update | June'25

  As part of our commitment to enhancing user experience and security, we are happy to announce updates to our authentication mechanism. This update introduces several key enhancements designed to improve the password recovery process and streamline the

• Upload Logo to Account Page

  It would be nice to set a logo for an Account

• View Agent Collision on Ticket List Page

  It would be nice from the ticket listing page (views) to see what agents are working on what tickets rather than having to click into each ticket throughout the day to see what agents are working on what tickets. This functionality would also be desired

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