How to use milestones and task lists effectively

• Topic Participants

• info

• Sathyanarayanan SG

  

• Microtype Engineering

• Inspire 925

• Gary Cohen

• Sticky Posts

• Tip: How to print the Gantt View

  Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones

• Project Management via Emails in Zoho Projects

  We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more

• Four types of task dependencies

  "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise

• Task and Project numbering

  Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks

• Task Inline Editing Enhancement

  Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.

• Recent Topics

• Problem with signature in a forwarded mail

  Dear All, In my email account I created a signature and I unchecked the 'Place signature above the quoted text for relies and forwards' My question is, when I am trying to forward an email, sometimes I need to insert my signature so I select it from the

• Out of Office not working

  I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is

• Error message that says only images and no text

  I filled out a template for a weekly newsletter with text and images throughout but when I click save and next an error message comes up that says "Campaign content has only images and no text" which is not true at all. I have no idea how to fix this issue and don't know where the problem is. 

• Link project invoices to sales orders

  As a business owner and project manager I create estimates with my clients which then become sales orders. When billing for project work I want to invoice against the agreed sales order. I see that I can create invoices and link them to sales orders in

• Contacts Don't Always Populate

  I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

• Cannot add zoho email to gmail acc

  I'm trying to set up my zoho mail to connect to my gmail acc but no matter what I try I always get this problem. What should I do now? Password is up-to-date. Authentication failed. Please check your username/password. [Server response: 535 Authentication

• 553 Relaying disallowed - Invalid Domain

  I have this error "553 Relaying disallowed. Invalid Domain" when sending an email to any email address. But I still receiving email from other emails. I checked MX, DKIM, SPF and it's ok. Could you check and help? Thanks

• Function #25: Automatically generate purchase orders from a sales order

  We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is

• Turn off Organization Contact List

  We need to be able to turn off the Organization Contact list for some of our staff. Once the Organization Contact list is turned off for a user, we would then like to be able to create a list of contacts on per user basis that would not be editable by

• In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote

  In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix this

• Unable to send massage Reason 553/ Relaying Disallowed. Invalid Domain

  Cant sed massages from my email. All massages from my domain received the same issue Unable to send massage Reason 553/ Relaying Disallowed. Invalid Domain

• Kaizen #194 : Trigger Client Script via Custom buttons

  Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a

• Issue with POST request creating Calls in CRM

  Hello, I am in the middle of integrating some 3rd party Call center API with Zoho CRM and going through our logs I see some discrepencies. We sometimes get an error: {"data":[{"code":"INVALID_DATA","details":{"api_name":"Call_Duration","json_path":"$.data[0].Call_Duration"},"message":"Please

• Make record entry more organized with the Sections component in Wizards

  Hello everyone! Wizards in Zoho CRM have always helped you break long record-detail pages or large sets of fields into multiple screens, making data entry smoother and more user-friendly. Now, we’re taking a major step forward with a new Sections component—giving

• Allowing subqueries in FROM clause

  When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement.  Why isn't this currently supported?  Is there a plan to implement this functionality in the future?

• GSTIN Public Search API

  Does zohobooks have an api using which i can search GST numbers and get their details?

• External @zoho.com mail stopped working today, yesterday no issues

  Hello, Over a sudden mail stopped being delivered to inbox. Domain is standard zoho.com worked no problem yesterday, today nothing in inbox. Sent several test emails from corporate account & from gmail.com, logs show acceptance by zoho mail server, but

• I wan to schedule a meeting report From previous Thursday to this thursday of this week on Every 6 pm want to recive this report in zoho CRM

  I wan to schedule a meeting report From previous Thursday to this thursday of this week on Every 6 pm want to recive this report in zoho CRM. How I Can achive this in Zoho CRM.

• Quotes

  Has anyone figured out how to automatically upload a quote that was signed via Zoho Sign and insert it directly to that leads file and push it through the pipeline to proposal signed status?

• Suggestion: Smart Purchasing Module for Zoho Inventory and Zoho Books

  Suggestion: Smart Purchasing Module for Zoho Inventory and Zoho Books As an active user of Zoho Inventory and Zoho Books, I’ve noticed that the suite already provides valuable tools for managing inventory, analyzing trends, and processing purchase orders.

• TDS Filing

  Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?

• Adding bank details to the contact through API

  How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.

• average cost display

  Hello there, I'm using the average cost valuation method, and the cost price shown in the Items menu should reflect the latest WAC (Weighted Average Cost). However, it doesn't update automatically. Is there a way to display the current average cost without

• Apple Mail issues

  Dear Sir or Madam, I am trying to configure my Zoho mail account to Apple Mail. It is not working. It seems to need more information (perhaps a path prefix?) than is shown in your tutorial (<www.zoho.com/mail/help/apple-mac-imap.html>). After plugging

• Assistance Required for Migrating Data from Odoo Inventory to Zoho Inventory

  Hi Team, I previously used Odoo Inventory to manage my stock and transactions, and I’ve now moved to Zoho Inventory. I’d like to migrate my data from Odoo—including product details, stock, purchase, and vendor information- into Zoho Inventory for continuity

• I need my entire Zoho Account (mail/organization) deleted!

  Hey! I used zoho for my email aaron@aaronglass.me with domain forwarding/mx all that. I got rid of the mx info on my godaddy account and still Google won't let me sign up with my aaron@aaronglass.me email. (I'm moving to Google for business) SO! I was

• Error: "Invalid Element warehouse_id" when sending order to Zoho

  i'm getting the error "Invalid Element warehouse_id" when trying to send an order to Zoho via API. Has anyone faced this issue before? How can I fix it?

• No way to sell individual and case units smoothly in Zoho

  Currently, Zoho Inventory handles inventory primarily at the case level, which can be challenging for businesses that frequently need to break down cases into individual units for retail sales or smaller shipments. Although Zoho Inventory currently supports

• How to handle multiple languages (Resume parser, Job opening, job board, career site) ?

  We are looking to bring Zoho Recruit to a market that needs to support 2 languages. The first thing we need to make sure is that the Candidate be flag with the language they speak. This is easy enough make a custom field that as the desire languages.

• Multi-Card Selection and Cross-Zobot Copy-Paste Functionality

  Dear Zoho SalesIQ Team, We’d like to suggest a productivity-enhancing feature for the Zobot builder in Zoho SalesIQ: the ability to select multiple cards (modules) at once using a selection area, and then copy-paste them either within the same canvas

• Shipping Labels

  Hi, Can we generate Packing Labels for manual shipping same as the format as Airway Bill in zoho books or inventory?

• Add a Way to Duplicate Cards in the Same Canvas (Retain All Settings)

  Dear Zoho SalesIQ Team, We would like to request a new feature in Zoho SalesIQ: the ability to duplicate an existing card within the same canvas while retaining all of its information and settings, including conditions, configurations, and display preferences.

• Session "Ask Me Anything" Zoho France - Le 26 Juin 2025 14h à 17h (en Français

  Chers Utilisateurs, Vous cherchez à mieux comprendre Zoho CRM ou Zoho Desk ? Nos experts seront disponibles pour répondre à toutes vos questions lors de notre session Ask Me Anything. Rejoignez-nous ici pour en discuter en ligne. Pendant trois heures,

• How to work with getFieldNames formdata functions ,Any Examples

  I don't find any example showing usage of getFieldNames. Where do i find .is there any Help documents available

• Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

  Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

• Managing two books in Zoho Books

  is it possible to effectively manage two separate books within Zoho Books? My organization is considering handling accounting for two distinct subsidiaries, and we would like to understand the best way to achieve this within the Zoho Books.

• Unit Measurement Sign,

  Dear Zoho Support Team, I hope you are doing well. We recently purchased Zoho Inventory based on recommendations of your team that “it would be a great fit for our Shopify operations”. However, we are currently facing several urgent issues that require

• Leadchain into a custom module

  Hello ZOHO Community ! is it possible to put the leads collected by leadchain into a custom module instaed of leads module ? Best wishes Niels

• Deluge script issue : Mismatch of data type expression. Expected BIGINT but found STRING

  I'm building a Zoho Creator form to take inputs for Email, Bootcamp Name, and Tag. If a record with the same Email + Bootcamp exists in a custom module (bootcampattendence), I want to update it by adding a new tag. If it doesn’t exist, I want to create

• Urgent: How to Bulk Upload Images in Zoho Inventory? Any Workarounds?

  We are currently onboarding 5,000+ items from Shopify into Zoho Inventory, but we’re struggling with the lack of a bulk image upload feature. Right now, we have to manually upload and assign images one by one, which is extremely time-consuming and inefficient.

• Next Page