Sticky Posts
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
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
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.
Blueprint in Zoho Projects
Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define. How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the
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No Ability to Rename Record Template PDFs in SendMail Task
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Need Native Support for docx files in Zoho Writer
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Invalid value passed for line_item_category
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What is the different between Zoho invoice and Zoho book
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Option for - CSV Export from Pipeline Deals by Stage (Including Products, Companies, and Contacts)
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What is the difference between workflows, journeys, and blueprints?
I semi-understand what they are individually but they all say they can be used to automate processes in your CRM. What makes these three different? What are the benefits and cons of using each?
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Multiple Blueprints on different fields at the same time.
It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
Edit 'my' Notes only
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Need to make a specific canvas my default view for contacts
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Domain Disclaimer: A standardized footer for your entire organization
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Zia flags the deal as at risk - but leaves my customers figuring out the rest themselves
I implement Zoho for many businesses. Team sizes vary, some clients have 3 reps, some have 40. But I keep hearing the same complaint across all of them and I figured it's worth raising here. Zia's deal scoring has genuinely improved over the past year.
How do we change system field names?
I found some very old discussions, but looking for more recent. Very confused on mapping the addresses correctly, due to different names for some reason between. for example: leads: city, state, zip etc... as normal contacts: Mailing adddress & Other
Remove "Subject" as a required field on Quotes
Currently, when you create a quote in CRM, the field "Subject" is mandatory. The properties of a system defined field cannot be edited which means we cannot de-select the mandatory requirement. A 'subject' on a quote is a little vague and not something
Adding Multiple Products (Package) to a Quote
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Unattended - Silent
How can I hide the tray icon / pop up window during unattended remote access for silent unattended remote access?
What is the Potential field for in expense submissions?
I'm trying out Zoho Expense in Zoho Project so I can record project expenses which aren't time related. On the expense form there is an option called Potential but I don't understand what this is for. When I click the dropdown it just shows the name of
how do i add more than one google my business location?
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Unable to switch existing AWS RDS connection to DataBridge after moving RDS behind VPN
Hi everyone, I’m facing a problem with an existing Zoho Analytics setup and would like to know the best migration path. Originally, my Zoho Analytics connection to AWS MySQL RDS was configured using direct public access to the RDS endpoint. Everything
Hotmail
I am sending an email to a hotmail, and this guy does not receive the email, either in his SPAM nor inbox. Can you help me? thanks!
Updating Sales orders on hold
Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}
How do I change the Subject header when I reply please, it contains Re which I want to remove.
Hi Zohodesk, When a customer logs a call we have amended the Acknowledge on new Ticket template so the subject header has "Ticket Id" at the start of it. When we reply the customer gets Re: and then the Id and I can't see a template for this? Can you
Zia Agent built in ChatKit UI does not render markdown
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[Bug] WebAuthn passkey registration blocked on rpIds with TLDs longer than 6 characters (.accountant, .technology, etc.) — isValidDomain regex too strict
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ZOHO CRM User management or role
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Error when changing user permission from read only to user.
Hi there, Ive tried to change one of my users to be able to edit, however i kept getting the error user license exceed.
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Hi fellow Zoho Inventory users, I'm reaching out for advice on managing inventory control in our growing business. We've recently encountered situations where sales orders get confirmed despite insufficient stock, creating operational challenges. Our
Conditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.
Deactivate Zoho CRM for everyone
We would like to deactivate Zoho CRM for everyone. How can we do that?
Building extensions #2: Publishing and sharing Zoho Sprints extensions using Sigma Cloud Editor
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