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

• 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 solutions

• 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

• Recent Topics

• WhatsApp Channels in Zoho Campaigns

  Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

• Function #8: Add additional charges to invoices

  Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,

• Booking outside of scheduled availability

  Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

• A consultant with different working hours for each workspace

  As of now, it doesn't seem to be possible to set different working hours for a single consultant in two (or more) different workspaces. For example: A  consultant is going to work 2 weeks/month at workspace A and 2 weeks/month at workspace B. Yet, right

• is there a way to add the products i created in zoho books to zoho crm

  I started using zoho books last week and put in several of our products.. now i signed up for zoho crm and i would like to import the products and streamline the sales process so i don't have to create the products twice.  i read that you can import products after you create a new client in crm but it seems like it will be double work since i won't have products / inventory items in crm to take my lead from contact/lead to client/potential client. how in the world do i integrate these pieces and

• Cannnot find criteria tab

  We need to be able to segment contacts based on an account view or field. The online help shows a screen with three options: Under Sync Details there is All Contacts; Custom view; Criteria.  The latter is missing from my screen.  I need it. I also want to know if I delete contacts from campaigns, will they still remain in CRM? 

• Why Are Arrays Not Allowed in Webhook Payloads?

  Hello Support, I would like to understand the reasoning behind the limitation where arrays are not accepted in API payloads. Could you please clarify why this restriction exists? It seems like arrays would be a natural and efficient way to handle multiple

• What are your best practices for using client scripting?

  I'm beginning to leverage client script, and getting myself a little confounded with dealing with scripts for both in-line edit and full edit mode. Though my users like in-line edit, I can migrate us to full-page edit IF that is the more versatile mode

• Total number of External Call Statements exceeded

  Hi, In a Zoho Creator application yesterday we started getting this error: Total number of External Call Statements exceeded. Line:(8) The line referenced looks like this: contact = zoho.crm.getRecordById("Contacts",contact_ID); Can anyone tell me where

• A new UI for distraction-free engagement in online meetings and webinars that scale up for 3000 attendees

  Hello all, We're excited to share our new, refined UI for online meetings.  Here's how the new UI will improve your experience during online meetings: We've re-designed Zoho Meeting's online meeting UI to enable users to fully engage in conversations

• Exporting Records from an Embedded View ...

  @support: In one of my Applications for a Customer, I have an HTML View  ... part of whose content looks like ... //variables in iframe tag iframeName = "zoho-Case_Law_View"; iframeSrc = ((("http://creator.zoho.com/" + zoho.adminuser) + "/") + zoho.appname) + "/view-embed/Case_Law_View/";%> <p class="zc-viewtitle"><%=Current_Expert_Info%></p> <iframe height='800px' width='100%' name='<%=iframeName%>' frameborder='0' scrolling='auto' src='<%=iframeSrc%>/Expert_Info=<%=Encoded_Expert_Info%>'></iframe>...

• How to deal with multiple people requesting to order parts, then auto send and email to the customer at the end of the week

  Hi there , so I like to be able to send an e mail once a week to order parts that the guys over ordered over the week, also we need to maybe order parts from an other customer there and have an the email ready to go once its been approved. What would

• Unable to verify account information - zoho on iPhone

  Hello I have followed the instructions as described on http://zsync.zohosites.com/iPhone.html and repeatedly receive the message "Unable to verify account information". I would like to set  up zoho mail on my iPhone and would greatly appreciate some assistance with this. Thank You

• ZOHO Meetups Deutschland und weitere Veranstaltungen!

  Die ZOHO Meetups gehen in die nächste Runde! natürlich kostenfrei! Treffen Sie ZOHO Nutzer, Interessierte und Experten powered by söll.vertrieb der ZOHO Premium Partner in Deutschland. Wann: Februar 2024 Thema: ZOHO CRM - Wie organisiere ich meinen Vertriebsalltag?

• Multiple Clicks on a Single Open

  I have sent out several campaigns and experienced this issue on multiple occasions. When an email is opened, all of the links in that email are reported as having been clicked. I have tested this and found this to be happening. When a single click is

• Clarification on Lead Score Breakdown in Zoho Marketing Automation

  Hello I have a question regarding the lead scoring system in Zoho Marketing Automation. Specifically, I want to understand the breakdown of how a lead's score is accumulated. For instance, if Person A has a lead score of 50, I would like to see the detailed

• Can't select Leave type while applying a leave

  Hello, while trying to apply a leave, I can't find any leave type among the options in the Leave type select: Here are my leave settings. Daily: Hourly: Tried to clear cache and to navigate from another browser, but the problem persists. Any hint? Thank

• Is and Is Not Empty option in Workflow Conditions

  I noticed today that there is no "Is Empty" or "Is Not Empty" option on workflow conditions in Zoho Projects. I wanted to prevent a webhook from firing if a specific field is empty as it is required in the webhook parameters. It would be great to see

• How do i change the user without reduce of the liscence

  We have 6 user in our company, 1 of them we dont use anymore, but when we pay for 6 users the account have actived . and now i can turn on deactived.

• List of past retainer invoice inside the last invoice

  Hello, We are sending retainer invoice to our customers. The last invoice has the last amount to be paid. However we need to have attached to this invoice, the list of all retainer invoice, with date and paid amount. How can I achieve this using Zoho

• Automatic Signature Populated Incorrectly

  To whom it may concern, The problem is as follows: When creating a new email, the automatically included signature is populated incorrectly. Disregarding a lot of the formatting such as padding and margins. (see image below) YET when manually selecting

• Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

  Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions Hello

• How to get value from html element using deluge?

  I am trying to capture the value entered in an HTML <input> tag of type "date" and store it in a variable using Deluge scripting. Here's the snippet of my code <%{ date_value = // Here I want to store the value entered in the below HTML tag %> <input

• ....should be an easy one

  I have a form that includes a radio selection field with three options: - Board Chair - Executive Director - Other I then have an "Other" text field. I have a workflow set up so the "Other" field is hidden when the form loads. What I want to have happen

• Linux Platform

  I have recently switched my desktops over to Linux Fedora. the stability of the OS rivals that of MAC and blows away windows. I believe it could be a great solution for small businesses but lacks the support of apps. I believe with the Zoho One offering

• desktop app for TODO

  Is there a desktop app for Zoho TODO?

• Marketing Automation SMS Costs Are Confusing and Not Accurate

  I am a Zoho One user, and I am incredibly confused by the projected Marketing Automation costs. I have opened up several tickets and even had a virtual meeting with a representative, and no one can explain to me the cost of a credit. I am redirected to

• Zoho Cliq Guest User

  Is there a way to add a guest user just to a zoho Cliq channel (where they can download the app, login, still receive notifications and such) or are they only able to go to the channel hyperlink to join the conversation? I would like to add a guest user to one channel like I am able to do in Slack. I am currently set up with Zoho One.

• Zoho VPN

  Hi,  I'd like to know if Zoho offers VPN. If yes, can you tell me how to access using VPN. If not, any VPN recommendation that I should use? Thanks. 

• How do you handle existing customers/contacts?

  Hi, We just integrated MA 2.0 with our CRM and we chose to only import our existing customers contacts. In MA they are all "Raw leads" by default and we would like to mass update these to a stage called "already customers" but the last default stage "Sales

• Custom link in the customer portal in zoho Subscriptions

  Is there anyway to create a custom link back to our main app from the customer billing portal in Zoho subs?

• Zoho Projects for iOS18

  Hello, everyone! In the most recent Zoho Projects iOS app, we have brought in support for iOS18 related features to enhance the app's experience. Let's take a look at the list of new features: Control centre widgets You can now set up Zoho Projects widgets

• Zoho People - Calendar View - All Staff

  Hi, I just want to see a calendar with all staff leave, was able to do this in the previous version?

• Description does not display under task on invoice

  I have two companies under my zoho account. Both use Service type invoice. One will display the Description under Ttask when PDF's, the other account will not.  How to display the description under task ?

• Subform - Width

  HI So we have product subform on our deals so the sales guys can keep track of what product they are putting in. I have been asked so many times if I can expand the width of the 1st "column" so they can see the full description rather than having to click

• Split PDF file upload to seperate files before emailing.

  Hi Support, I have recently returned from Zoholics and keen to tackle some business problems. While taking to the Zoho Team, they have mentioned that you can help with coding. So here is what i'd like help with : I have a form where a PDF file is to be

• Facing Sync Failure Issue

  Hello, I am using Zoho Analytics with Zoho Books integration. Recently, we have been facing a data sync failure issue and the reason for this is a temporary error. Do you have any idea about this? Do you know how we can solve this? I would appreciate

• I can't found API for Sales Receipts

  Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards

• Problem with .csv upload

  I successfully uploaded a .csv file with 547 leads just the other day, but found there were issues with the formatting of the company names and phone numbers. To make it easier, I deleted all leads from Zoho CRM and made the necessary corrections in the

• UNAPPROVED record management

  When the unapproved list of duplicates is long, one needs the some tools to manage them - when this list has over 1500 records, we cannot manage it without some tools, such as: 1. The ability to apply a filter - ie similar to creating a CREATE a NEW VIEW

• Next Page