Your Project Progress Gets Quicker With Task Templates
Welcome back dear friends! Zoho Projects makes your work lighter, and quicker by developing a standard structure that adapts to all your projects. Let me not put it up long-winded. Alike, creating project templates , you can also create a standard template for all your tasks. Here you go with the important things that you can do with Task Templates in Zoho Projects! For example: You own a wedding planner company. How will you manage your team for successfully running the big day? What you actually
Is it possible to set time "non-billable" by default?
Hello, With salary employees we would like to still track time spent on projects/tasks but not to invoice for it. Is there a way to set the status as "non-billable" by default? Currently it defaults to "billable". Thank you.
Check out the new locations for creating extensions
Are you looking to create more extensions for Zoho Projects? Create new extensions using Zoho Sigma for the below locations and extend the scope of Zoho Projects. Refer to our user guide for more information. 1. Task details right panel You can create
Examples of task lists / blueprints
Does anyone have anywhere where people share their task lists, blueprints etc? It would be great to see how they're used.
Reorder Blueprint Transitions
Hello, The Blueprint Functionality is totally Great! Nice Job with minor problems so far. I made a really complicated blueprint and the problem is that i have many transitions available in many statuses. The problem is that i can not find the pattern of the order of the transitions and the most important transition is in the last position and i have to open the three dots to find it. Is there anyway to reorder the transitions? If not is there any pattern to follow to give my preferred order? See
Spotlight #2: The Checklist extension for Zoho Projects
Hola, folks! The extension in the spotlight for this fortnight will be Checklist for Zoho Projects. We recommend using its latest version if you have not updated it yet. Things you can do with this extension: Create instantaneous to-do lists for your tasks and issues in Zoho Projects Create checklist templatesnew Convert an existing checklist into a templatenew Reduce the number of subtasks required for a work item Include checklists in your project templates and save more time. Refer to this extension's
Removing task due dates
Last month, I edited many tasks to remove the start and end dates. We use these for tracking time, so it's appropriate for these tasks to be open-ended. My problem is that I can no longer find this option -- it no longer appears. Is this a permissions issue that I no longer can access? Thanks
merge 2 projects in 1
Hi everybody I made a mistake and I created 2 projects equals. May I merge into one?
Merging projects
We want to rearrange our projects. Lets say we discover that we have 5 separate projects from customer A. Now we want to put them all (tasks) under mainproject "Customer A". Is it any way we can do it?
Merging projects
Sometimes, we end up with duplicated projects in Zoho Projects, and we would like to be able to easily merge two projects (currently we have to manually copy all the data from the duplicated project before we delete/archive it).
Placing Project on Hold and Extending Due Date
Please let me know if there is a way to have projects due date extend automatically if it is placed on hold. We would need due date extend by the same amount of days as the item is on hold. Summary Project allowance 14 days, hold 10 days, due date automatically extended by 10 days (due to the hold). Example: The technician starts an equipment repair (project) and has two weeks allocated to complete it. Now if within these two weeks he has to order repair parts, the project is placed on hold and
Text Message (SMS) Notifications
Please add the option to receive notifications via text (SMS) to all apps, especially those with tasks. Currently, the only way to receive text notifications is by integrating another product/app or creating a "webhook". This is not a sufficient solution. Thanks
Timesheet Enhancements
Control who can log time for tasks and issues Users are now allowed to log time for the tasks or issues that are not owned by them, based on the Task and Timesheet settings. The owner of the task or issue, is allowed to log working hours by default.
Wouldn't it be better to make the 'task' a 'sum of subtasks'
Perhaps I have the wrong idea on tasks an subtasks, but shouldn't the task be a sum of subtaks. For instance: Clean the office (task) Clean windows (subtask) Clean tables (subtask) Clean coffee machine (subtask) Currently when I add the task 'clean the office' and state that this takes 'one day' and add the subtasks with durations that equal 2, 4 and 2 hours respectively. Now when I check the Gantt Chart or the Resource Utilization I see that I'm over-planned because I'm responsible for the
What Limits Selectable Users When Setting Task Owners?
Hello, I've recently come across an issue where we're unable to see all the users that are assigned to a given project when selecting them as Owners of a Task in the drop-down menu. This is not the case for all projects and tasks, and I'm unsure as to
How can we filter Kabnan view by Task List?
By default, there is not filter on Kabnan view by Task list? What if we want to see the Kabnan view for a particular Task List?
Can I migrate trello project managment template to Zoho Project
- Hi I have used Trello Project management template, and I want to ask if there is any method to migrate from it to Zoho Projects? I will be waiting for your feedback regards
Create Ticket from Zoho Prtojects task
Hi Zoho Community, I have questions and queries. I want to create a button in the task template I go through the task template but I didn't get from where I can create such a button in the template. I want when someone clicks that button it should create
Client Users
I need to be able to add client users as responsible for completing tasks. It is not allowing me assign client users to a task because the task is flagged as internal. Even when I flag the tasks as external, it will still not allow be to assign. All
Can you duplicate a Task List Template?
Can you duplicate a Task List Template? It will just make it easier as we have Task Templates that we need to duplicate and there are 200 tasks in the list. I don't want to have to redo all 200 tasks just to make a new template. Please help me with a solution!
Dashboard - summary of all projects
I have just started playing with the trail account and wondering if there is a way to get a summary or dashboard of all projects? Is the only way to toggle between projects is the dropdown in the upper left corner? Any assistance is greatly appreciated. Phil
Custom domain and Sender email
I like the custom domain and Sender Email address options, but before I make any changes what are the limitations or considerations before making these changes? * Does a custom domain impact Single Signon, any marketplace apps, or other integrations?
Maximum number of workflow rules in zoho projects
Greetings to everyone, In my company we are extensively using workflow rules from the "task automation" section of zoho projects. My question is what is the maximum number of allowed workflow rules that we can have, since we will probably be using many
How to communicate with external people (customer) while centralising this communication in the project?
We are starting to use zoho projects and I'm wondering about the best way to communicate with customers and keep the relevant communication about the project, in zoho projects. I tried a bit the zoho desk integration, but it seems extremely time consuming
New Time Log drop down not displaying
Now when entering New Time Log and selecting start/end hours, it does not display the complete number; only the leading number (0 or 1). See attached screen shot. Is this a bug, due to an update, or what? I've used it successfully for months in the
cannot mention client user in comments
I cannot mention ( using @) any client user in one of our projects in zoho project, the client email is already added to the project as client user.
Zoho CRM and Projects together: consolidated To-Do list?
Hi, I'm trying to get set up using CRM and Projects together, I've linked the two and am able to use the portal. My question is: CRM and Projects both have ways of keeping track of "to-do"s for the team, but I don't see a way to put those to-do items together in one list. Is this possible? Or do I just have to live with two separate to-do lists?
Task Layout - Add information to the various choices of a multi-select field
Hello everyone, At our company we are trying to implement a feature in zoho projects. and we could use some help. We have a task layout that includes a multi-select field where the user can select from several journals (Journal A, Journal B, etc) We needed
Global custom view
Hello, Are there any plans to allow to save custom views in "My tasks" view? This is the feature I'm missing the most. I'm aware about custom views per project but this does not make sense when keeping an eye on dozens of projects with multiple users. Now, when tags arrived it'd be even more helpful.
Project Owner as filter within a custom view in Tasks?
Hi, Is there is an option to have "Project Owner" as a filter in a custom view in the tasks page in Projects? I need the Logged In User to be able to see all tasks within the projects they own that meet certain criteria such as status. The closest I see
Custom Task Filters
Hello, My company uses Zoho projects and we'll be adding analytics soon. We use the plain task view to discuss the state of our projects on a weekly basis. We'd like to be able to filter tasks by tasks due in the next 7 days and tasks due in the next 30 days (including overdue tasks). Using analytics I've created aggregate formulas which show me the number of tasks in those categories. It would be VERY useful to us if we could EITHER use aggregate formulas to create custom filters in Projects, OR
Kanban View is not showing other than 1st Level tasks - is there a way to set this to show all levels?
Our manager has created complex task lists with multiple levels. As a result, most of the Tasks are not showing in the kanban view. Only the top level task in each list. How can we have Kanban view show all of the levels - so we can manage individual tasks?
Widgets 101 - Create, test, and embed widgets in Zoho Projects
Learn how to create, test, and embed widgets in Zoho Projects with our experts. Join the Widgets 101 webinar on 20th May. Click here for more information. The webinar will focus on: creating widgets configuring plugin manifest hosting the widget Working
Introducing Week and Day view in Calendar
Zoho Projects now supports week and day-wise view of milestones, tasks, issues, meetings, and events in the Calendar. Users can plan their work, events, and meetings against a 24-hour time frame and easily view the work items for the month, week, or day.
Add a "Save" button to Project Details screen
When editing the details of a project in the new Zoho Projects version 7 the only way to save changes is to purposefully click out of the editing box with the mouse cursor. This is resulting in our staff making lots of edits that are not saved. It is
Zoho projects backup
Zoho looks great and something that I might implement at my company, but it doesn't look like there is an easy way to backup everything that goes on in all projects. Is there a way to backup all the information? I don't even care if I can't restore it all, but just so that I have it all in some readable format for the future. This backup necessity is the only reason we haven't been using Google Apps for the last 2 years. I believe you have great uptime, excellent security and backup policies,
Modifying Zoho Slack Integration does not modify correct project
When I was attempting to modify a project link using the Zoho Slack integration. When I modify the channel and save, it would not modify the one I had selected. It would modify the first one on the list. I had to remove all the project and slack channel
Outlook Plug in and Outlook/Teams Integration
Issue: We have constant meetings occurring for various projects. These is very challenging and difficult to track in Zoho Projects due to lack of Outlook plug in and Integration. Suggestion/Idea: Outlook Plug: When creating a meeting, with the help of
Dropbox Sync for Documents in Projects
I used to set up our project documents to have a folder that synced to our DropBox. However, since the 7.0 version of Projects came out I no longer see that as an option. Is there a way to still sync a Document folder in projects?
Possible to link google drive extension via API?
Hi, We use the google drive extension to link project to our google drive. We use Zapier to automatically create a project folder structure in the google drive on the creation of a project in zoho projects. Is it possible to close the loop by linking
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