Organize and Track Phases with Phase Custom Views

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 for improved collaboration.
  
• Save filters as custom views for easy access.
  
• Export phase data for analysis or reporting.

For example, as a project manager, you would want to review on-hold milestones with a revenue budget exceeding $10,000 for yearly forecasting. With Phase Custom Views, these milestones can be quickly filtered, organized, and shared for better planning.

To track, create a custom view with Criteria: Status is On Hold and Revenue Budget Greater Than 10,000. Choose specific users or all users to share the view with. Set Accessibility if the view should be visible across the portal, all projects, or only specific ones.

​

Save the custom view and mark it as a favorite for frequent access or set it as the default to display it every time you access the Phases tab. Export the phases for sharing with stakeholders, with or without encryption.

If you have any questions, do leave a comment below or mail to us at: support@zohoprojects.com.

• Topic Participants

• Navya Nune

  

• Sticky Posts

• Project 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 service

• Tip 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

• Organize and Track Phases with Phase Custom Views

  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

• Create Your Own Issue Management System

  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

• Time Log Reminder

  Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep

• Recent Topics

• Collapsible Sections & Section Navigation Needed

  The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

• use of comma as a decimal separator

  Hello, I wish to find a way to customize the number format for my proper use. I have to use french data, where the "," is used as the decimal separator : for example the french way to write "3.99�" is "3,99�" Is it possible to do it in Zoho Sheet ? If this is not actually the case, I'd love this feature to be implemented !

• Ability for customer to give feedback after receipt of an order

  Is there any way we can receive feedback from customers regarding their order after delivery (other than just an email, obviuosly)? This is not the same as product reviews, as it may concern other points, but would ideally have an inbuilt reference to

• Zoho meeting api not working in trial version

  I have and free trial meeting access. When i have tried to create a authentication code for meeting it shows Invalid OAuth Scope error. My code: $client_id = 'client_id'; $redirect_uri = 'site_url'; $scope = 'ZohoMeeting.organize.CREATE,ZohoMeeting.organize.READ';

• Why is Nordic No Longer Available as a Translation Service for Email

  I routine receive email in Nordic but now it has been removed from the list of available translations. Why?

• Create WorkDrive Folder with specific Sub-Folders when new Zoho CRM entry in "Accounts" Module

  So, my flow creates a WorkDrive Folder in the required Team Folder, but I want the same flow to create four Subfolders within the new folder. Man, Woman, Boy & Girl sub-folders I was looking at this below but how do I identify the new Parent folder as

• Live webinar: 2024 recap of Zoho Show

  Hello all, 2024 has been an incredible year for Zoho Show! We've listened to your feedback and worked continuously to strengthen the tools you use to create, collaborate, and deliver presentations. From rolling out new features to enhancing existing ones,

• Changing Customer Currency

  It seems so silly that you can't change a customer's currency after a transaction is recorded. We work with companies all over the world and sometimes they might request an invoice in a different currency. To do this I have to create another customer

• Bulk payment of bills from multiple vendors

  Is there a way to pay multiple vendors bills in one transaction?  It appears that you have to deal with each one as a seperate transaction.  Is there a way to export the transactions to the bank using an ABA file?

• Line_Items not appearing in invoice arrays

  When i use the Zoho API to pull an invoice, it doesnt show the Line_items array... In the documentation it shows that it should appear but it does not. Is there any way to fix this?

• Active Customer List 2024

  Hello everybody, i am just a beginner :) how can i create a customer list of all active customer in 2024? Active customer means, all customers, who received an invoice in 2024 of us. Just tried already in CRM. Can i do that also in ZOHO books? I am looking

• Notifications on mentions in comments

  If another user mentions me (e.g. @mustafa... which autocompletes) in a comment on a ticket, how do I get notified? If I don't get notified, what on earth is the point of the mention feature???

• [New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!

  Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge Templates

• Setup for a service based business

  I apologise if this has been asked before but a search of the forums didn't turn up what I was looking for. I am looking at setting up Zoho CRM for a consultancy based business and so there are no products as such. This is fine as I can create a product which is time based. However, I do not seem to be able to get rid of the concept of having quantity in stock. I have a unlimited supply of time! How can I bend Zoho to my will and get rid of the stock control? Thanks Neil

• Introducing the New SalesIQ Live Chat Widget: Twice as Fast, Fully Optimized for Engagement!

  Hello everyone! To celebrate our 10-year milestone, we're thrilled to unveil the new and improved SalesIQ Live Chat Widget! Redesigned at both the User Interface and performance levels, this enhanced widget is not only optimized but also 2X faster than

• Search terms from ASAP widget are not showing up in my Zoho Desk analytics

  When people perform searches in the Zoho Desk ASAP widget, the search terms do not show up inside my analytics report. But when people access the KB website directly and then do the search, the keywords ARE showing up. Is this a known issue, or am I just

• Microsoft Loop integration

  Hi has anyone had luck getting any components of Microsoft Loop integrated into Zoho One, for example Follow-up tasks into Zoho Projects or other app, or perhaps Loop notes into Zoho Notes? cheers

• Searching for content within courses

  Hello, I have been testing out Zoho One for my company have been exploring Learn. I've noticed that you cannot search for content within a course. You can only locate the title of the course. Example: Course: How to Make Your Bed Chapter: Pillows Lesson:

• Cohort - Zoho Analytics

  I am developing a cohort analysis in Zoho Analytics for Tickets/Service Desk, which tracks the number of tickets created each month and when those tickets were closed. I have added a user filter for classification. When I change the classification using

• Helper Functions and DRY principle

  Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to

• Automation Issue with Email Templates in Workflow

  Hello Zoho Support Team, I’m currently facing an issue with the automation setup in my workflow for following up with applicants. I have configured the workflow to send out emails with different templates, which work perfectly when sent manually. However,

• Disable Private Reply.

  Is it possible to disable the option to do "Private Reply" for tickets? The reason is that sometimes we click on reply or "reply all," but the system automatically selects "private." Am I doing something wrong? Thanks Rudy

• Zoho Books | Product Updates | October 2024

  Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accounting

• Merge Items

  Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.

• Failures installing Unattended Agent using Microsoft Intune

  Hello, I configured Zoho Assist Unattended Agent using Microsoft Intune, following the steps outlined in this article, using a .MSI installer. I added a pilot group of users and for 6 of them it installed correctly and I see their computers in Zoho Assist

• Crear tarea CRM con recordatorio desde Zoho Flow

  Hola, estoy intentando crear desde Zoho Flow una tarea en CRM. Lo he logrado hacer pero sin recordatorio, ya que no se como se debe escribir el string adecuado. He probado varias alternativas, pero ninguna me funcionó hasta ahora. - FREQ=NONE;ACTION=EMAIL;TRIGGER=DATE-TIME:${FechaVto}

• Recurring Bookings

  Will Zoho Bookings ever offer an option to the customer to schedule recurring meetings (unlimited) for the same days/times? Making a client schedule the same days/times for an entire month is a tedious process. I'd like to offer the option upfront to

• Zoho CRM's new Homepage component: See all your activities in one powerful view!

  Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailored

• No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - admin@laboratoriosantarosa.org

  Hola Renovamos después del tiempo el dominio, y luego de eso se cayó el servicio de correo. Seguimos las indicaciones que se indican en este articulo, sin embargo, hasta el momento solo podemos recibir correos pero no enviar. Hemos actualizado los registros

• Add an option to start zobot when user clicks the Chat with Us button

  I would like to have an option to start the zobot when user clicks on "Chat with us" button when chat widget is maximized

• Ticket list sorting is now supported in the latest version of the Desk Android mobile app.

  Hello, In the latest version of the Desk Android mobile app (v2.4.32), we have brought in the option to sort the ticket listing view.   Now we can sort the tickets listing by Ticket Id, Due Date, Recent Thread and Created Time. Please update the app either

• Mass delete leads

  How do I mass delete leads in ZMA? I want to delete leads that have not opened emails in 6 months. But I can only select 200 at a time - there are thousands.

• Creator v5, v6 and v8 for Zoho One

  Greetings, I hope find all doing well and safe. I was browsing the Zoho One page, where the details of each application's plans are outlined (https://www.zoho.com/one/plan-details.html?prd=zcreator). I noticed there are three versions available for Creator

• Base Currency Adjustment - Mark Transaction as Something Other than Unreconciled

  Not a very concise title, but it describes the issue pretty well. Basically, when a Base Currency Adjustment is made, the transaction is recorded in the register of the account in question (as it should be). It's marked as "Manually Added", which makes

• Customer Account Statement

  Dear Sir, I am Travel Agent Curranty Zoho Provide Customer Statement with Date, Transactions, Details, Amount, Payments, Balance Our Suggestion is kindly Provide Statement with Item name & Description Kindly find the attachment

• move or clone the custom layout

  Hi, is it possible to move or clone the custom layout of a ticket from one department to another? BR

• How to restart the timer for the 'First Response' field associated with an SLA.

  Hello, through the API, I send an email to multiple accounts when a new ticket is created, and the system automatically sets the "First Response" field to null. I would like this to happen only when a ticket is assigned.

• Invoice filter issue

  Hello Team, I am using following API documentation for getting list of invoices. https://www.zoho.com/books/api/v3/invoices/#list-invoices I have applied filter on multiple fields & its working correctly. But when I pass search_text parameter with combination

• Zoho Books says "Please ensure that the "webhook_name" has less than 50 characters."

  I have a custom module on Zoho Books that creates a customer trip record. It has a customer field to link to their account information. When these entries are created, I want to fetch this customer's information so I can put the selected customer's address

• Automatic Portal invite

  We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

• Next Page