Introducing Projects 8.0 - Some features to look out for in our new version!
Introducing Projects 8.0 - Some features to look out for in our new version!
Hello everyone!
It's time for the reveal of the 8th version of Zoho Projects!
This year our focus has been on minimizing the learning curve and improving the ease-of-use of the tool, so anyone new to Projects can hit the ground running and existing users can enjoy a much more instinctive, high-performing user interface.
To support this, we are introducing the worksheet view - an editable sheet for all your project information. With easy editing and navigation, contextual UI enhancements, and an equally powerful mobile app, we promise there's a lot to love!
1. Power user experience
You can now create entire projects over just your keyboard! All your list views such as projects, milestones, tasks and issues and their respective detail pages are all navigable through the keyboard.
You can quickly navigate across rows and columns in a sheet using the arrow keys, and add or edit project information without going into each detail page. You can also organize projects better by moving subtasks across tasks and tasks across tasklists and milestones.
2. Gantt it, right where you want it
This version is all about convenience and what works for you. You can now access your Gantt charts right on the sheet view instead of navigating to reports and also bulk update work items from the Gantt.
Whether you want to manage mini projects that run for a few weeks or large projects that run for years, Zoho Projects can help- view your Gantt in days, weeks, months or years as per your project timeline.
3. Customizations all the way
Create custom fields right from the sheet view to accommodate your unique project or job requirements. You can add these fields using the customize icon placed on the far upper right corner of the screen.
And what's more - you also have access to more than 20 industry specific project templates to help plan projects and get to work faster. So whether you're in construction or in marketing, we've a template or two, ready for you!
4. Automate, however you like
Just like custom fields, automation is also brought into the sheet view so you no longer have to navigate to the setup. Create workflow rules for projects, tasks or issues right from the sheet and empower your teams to do their best work yet.
5. Contextual UI enhancements
Kanban - Inline editing has also been brought to your Kanban boards so you can now make changes to project information, bulk update work items or even add comments and attachments right from the board.
Context Menu - Right clicking on any module, be it the sheet view, Gantt, or Kanban, opens up a context menu from where you can access relevant actions quickly, like the colour wheel for a task on the Gantt chart or the clone function for tasks on the Kanban board.
6. Consistent UX across platforms
Mobile App - With the sheet view brought to mobile as well, you can now enjoy consistent user experience across platforms. In addition, we've also improved the timesheet view, enabled project dashboards and teams for mobile, and added the Calendar module to Android.
And it doesn't stop there! There are many more enhancements that we've added to fit with our theme of familiarity and convenience, such as having a project detail page in both web and mobile similar to the existing task and issue detail pages.
We're excited to hear from you and look forward to your feedback and comments.
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 solutions
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 service
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
Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams
Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects
I am writing a scheduled function that retrieves all the tasks and send an reminder on cliq. I cannot seem to find a API to fetch tasks (by user / board / section) What are the way to fetch tasks?
I am trying to upload my company logo with the following dimensions - 240 x 240 pixels and a file size of 106Kb. When I look at the logo in my invoices, it is squashed and not the right size. Any idea what is going on? I've tried uploading jpeg and png
I'd like every brand have the same dashboard. Is there a way to streamline them so every brand has one? Or that I can use the same dashboard from another brand?
Availability Editions: Standard and above DCs: All Release status: This feature has been released for all users in all DCs. Help resource: Microsoft Teams integration Hello everyone, We're adding MS Teams to our lineup of CRM chat integrations—Cliq, Slack,
I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will
Let me explain the scenario we are trying to achieve. We have an online system our team members work with. On it we have 6 users that manage data from different areas (North, South, East and West). We would like to transfer this information to a Zoho
Greetings Zoho One Team, Currently, assigning someone as an admin in certain Zoho apps, such as Cliq, Connect, Mail, Vault, or Forms (and maybe other apps as well) automatically grants them org admin privileges, even though they are not listed as org
Hi, We have created a standalone function to integrate with a third-party service using OAuth. However, the standalone function's REST API key is expiring automatically after some time. When we regenerate the API key from the admin account, the function
Hello, I have been using Zoho flow, CRM, Project, etc to develop custom functions, integrations. etc. for over 5 years. However, just about 3 days ago, I observed the deluge integrated environment is now acting draggy across all Zoho products using Chrome
Hello I try to make send emails to a list of emails with : ZDK.Client.openMailer({ from: 'example@zoho.com', to: details_output, subject: 'test Mailing List', body: 'Test Mailing List Body' }); where details_output is an array like : [{ "email": "testcarte18078@test.com",
Every day, I find valuable screen real estate being consumed by Zoho advertising themselves at the top of my email web page. I can dismiss that "announcement", but something else will come back the very next day. How do I permanently dismiss them as 99%
My domain provider does not support to DKIM records in zoho mail. It does not allowed underscore in a TXT name but zoho had provide DKIM records already with an underscore This is the zoho provides But my domain provider does not allowed
When sending an email from our SES, our non-Zoho email is receiving emails almost instantly with a 1-2 min delay, however, the zoho email we send to is experiencing delays from 3-4 hours and sometimes dont recieve them at all. Any idea what might be going
Hello community, I created a widget, which checks all departments, if the user has written there as well, as some customer do this. Overall it works fine, except that I have to refresh the widget tab every time I go to another ticket. How can I listen
Hi - I am trying to dynamically filter a report as follows: when I save the filter it looks like this: However when I run the report it is not returning results as I expect. I have tested the function. If I copy and paste the output of the function and
Sometimes you need to protect certain parts of your content to conceal sensitive information or prevent changes to important sections of a document. Zoho Writer offers several tools for securing content to help maintain privacy, security, and confidentiality
Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
Hi Team, One of my colleagues accidentally deleted the Notification folder in Zoho Mail. Now all the emails are directing to spam instead of inbox. Is there any way to create the smart filter manually?. With Regards, Logeswar V
I am trying to build a bot which can automatically assign the tickets to the concerning team as of now we have a dedicated person who read the emails, understands the query and then assign it to the dedicated team. I have built an prototype of the same
Hi I am in need of using a PDF Api to compress and Merge PDF files from zoho creator. Any support on this would be really helpfull any sample code for any PDF API would be extremely heplfull
We have generated the necessary tokens and successfully executed the following calls: • List all tickets • Get a ticket • Create a ticket We have encountered difficulties when attempting to perform searches using the APIs related to SEARCH, as it returns
Our company already has guides and manuals in PDF/word format. Is there a way to directly important these as articles for our customer portal? When doing a copy/paste the formatting gets a little skewed and images don't post over either.
We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You
hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier
I am getting a List from a for each loop. But I can't figure out how to separate each item that is separated by a comma. Example Zone 1 - Front Door,Zone 2 - Rear Door,Zone 3 - Side Door I need it too look like this: Zone 1 - Front Door Zone 2 - Rear
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
We have experienced consistent sync failures between our Zoho CRM and Analytics apps, but there aren't any details provided as to why this failure might be occuring. Please advise on troubleshooting steps so we can figure out how to restore the sync.
Please confirm if this is correct. Effective after 0 days of employment, Opening Balance is 6 days. Valid only for the first year of employment and Accrual and Reset are disabled. Effective after 1 year of employment, Opening Balance is 10 days. Valid
how we can associate a price list to a costumer? pls don't send me to your FAQ section (Associating Price List to a Customer:: Knowledge Base | Zoho Inventory) nothing it's explained and there no place where we add price list to a customer
Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa
I recently did update the field mapping on our Leads sync services between Zoho CRM and Zoho Campaigns. The end goal is to create tailored email drip campaigns with the use of segments and automation. I understand you can build cadences, email templates,
What are you going to get Zoho Payments integrated with Zoho Forms? It's kind of embarrassing to have several payment options... but not your own, which has been out for quite a while.
We are working on integrating the Creator application with an external app, and we need to update thousands of records daily. I understand that the "Update Records" API is available; however, it appears to be designed for updating multiple records with
Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in