Online Project Management & Collaboration.

markmosys(146 - days ago)Page: Table of Contents

Resource Management is a large part of any Project, how is this best acheived...i.e as in MSProject you can see available time, over allocation etc.

uprasanna(147 - days ago)Page: Project Timesheet

@omcdonald,

Currently, importing time sheet values from any format into the timesheet module is not possible in Zoho Projects.

Uploading the time sheet file of any format into documents is possible, which will be maintained in the documents module of the projects and will not be reflected in the time sheet module of that project.

To upload in documents module, go to the required project --> click 'Documents' tab and upload the file.

omcdonald(147 - days ago)Page: Project Timesheet

Do you provide a method to upload/import timesheet values from any format?

sarbast(147 - days ago)Page: Table of Contents

i do not know the space fo information collection and where i get all comment of the project

thanks for your help.

uprasanna(155 - days ago)Page: How To - Documents Module

@stephen.summers,

Sorry about the issue you faced. Next version of file would have failed to get uploaded because of File Name mismatch or Content Type mismatch.

File Name mismatch: File name of previous version and current uploaded file name does not match.

Content Type mismatch: File mimetype of previous version and uploaded file mimetype are not the same.(Eg):i,e Previous version of the file is a jpg and uploading version of a file is a xls.

So, try uploading a new version of the existing file with correct file name/file extension and let us know whether you are able to upload successfully or not.

uprasanna(155 - days ago)Page: Table of Contents

@jon,

Currently, company & user settings are stored in our central IAM server and the setting changes will reflect after 5 minutes time. This is because of the caching method used in our IAM server.

So, please update company profile and check for the changes after 5 minutes time.

Note: iSetting changes will be reflected immediately in Zoho Projects 2.0 as the caching method is not used in Zoho Projects 2.0.

uprasanna(155 - days ago)Page: How To - Calendar Module

@affnashville,

If the timezone set in Google Calendar is different from the timezone set in your projects account, then all the project activities will be displayed as per the timezone set in Google Calendar.

To avoid this make sure that the time zone in your projects account and Google Calendar are the same.

jon@japanmusicweek.com+(Guest)(155 - days ago)Page: Table of Contents

Please can you help?

After I fill in fields in Company Profile at http://japanmusicweek.projects.zoho.com

it says "updated successfully" but returns the previous blank/wrong settings..

jon

affnashville(157 - days ago)Page: How To - Calendar Module

When syncing with Google Cal, it is importing in the wrong timezone and thus displaying the incorrect times. I am trying to use Central Time and have selected that timezone on my company information tab. Is there a specific "Central" time that I need to select in order for Google to import correctly?

uprasanna(158 - days ago)Page: Table of Contents

@jungbh0830,

Sorry that the profile failed to get updated.

Currently, company & user settings are stored in our central IAM server and the setting changes will reflect after 5 minutes time. This is because of the caching method used in our IAM server.

So, please update profile and check for the changes after 5 minutes of time.

The caching method is not used in Zoho Projects 2.0 (new version of Zoho Projects) and the setting changes will be reflected immediately.

uprasanna(158 - days ago)Page: Task Management

@Jandy,

From the screen shot, it's clear that the task lists are collapsed. Please click the 'Expand Milestones' option just above the 'Dependency View' tab to view the collapsed task lists.

uprasanna(158 - days ago)Page: Table of Contents

@mandarmehta,

All the fields in task form are fixed and its not possible to add additional fields to the task form.

uprasanna(158 - days ago)Page: How To - User Module

@stephend,

Admin user can be deleted only by the portal owner.

If you are the portal owner, then login to your portal --> click 'settings' option --> click 'People View' tab --> click 'Delete icon' to the right of the admin user.

uprasanna(158 - days ago)Page: Settings

@vdevreede,

Sorry about the issue you faced while changing the profile.

Currently, company & user settings are stored in our central IAM server and the setting changes will reflect after 5 minutes time. This is because of the caching method used in our IAM server.

So, please update your profile and check for the changes after 5 minutes of time.

The caching method is not used in Zoho Projects 2.0 (new version of Zoho Projects) and the setting changes will be reflected immediately.

vdevreede (Guest)(160 - days ago)Page: Settings

Somehow changing information in the profile is not working properly. I tried it several times. but it kept jumping back to the old information. My colleague has also encountered this problem

stephend(160 - days ago)Page: How To - User Module

How do we delete a Admin user who no long works for the company ??

uprasanna(161 - days ago)Page: How To - User Module

@prokop.petr,

Currently, it's not possible to assign wage to a user in Zoho Projects. The user can enter hours in time sheet for the tasks they worked.

uprasanna(161 - days ago)Page: Whats new in Projects 2 - 0

@brian@colliegorg.com,

Currently, it's not possible to copy an existing project. But you can create a new project template and then use that template while creating new projects.

All the milestones/tasks/documents/forum posts/users in the project template will be included in the project, when the project is created with the help of project template.

uprasanna(161 - days ago)Page: Whats new in Projects 2 - 0

@joshua_stempel@yahoo.com,

No, MS Projects import is available in Free Plan too.

Login to your (pre)projects account --> In Home page, you will find Import MPP option --> click the Import MPP option --> upload the mpp file --> associate with the required project members.

Once done the mpp file will be uploaded into Zoho Projects and users will be assigned to the tasks in that project.

joshua_stempel@yahoo.com+(Guest)(161 - days ago)Page: Whats new in Projects 2 - 0

Can't figure out how to import MS Project into Zoho? Do you need to have a paying account to do this?

prokop.petr(162 - days ago)Page: How To - User Module

Is it possible to assign wage to user? Such feature will be very useful!

brian@colliegorg.com+(Guest)(164 - days ago)Page: Whats new in Projects 2 - 0

If I am going to use the same project template over and over can I copy the entire project or the milestone/task for each project?

mandarmehta(164 - days ago)Page: Table of Contents

Can i add fields/ pick list to the task form?


Mandar

stephen.summers(165 - days ago)Page: How To - Documents Module

Sorry - that should have read "making it V1.2".

Steve

stephen.summers(165 - days ago)Page: How To - Documents Module

I uploaded an update to a document OK, making it V1.1. But then repeating the process to upversion the document to V1.3 didn't work.

It didn't work several times, and I gave up.

Is there a constraint? What am I (or you) doing wrong?

Thanks.

Steve

Jandy (Guest)(165 - days ago)Page: Task Management

My task lists seem to have disappeared. The tasks still show up in my home overview screen (http://img2.pict.com/04/ea/93/e17b216de0622fdff31ad8314f/2hhxA/800/zohoprojectsoverview.png), but when I go to the project milestone screen and click the plus to expand them, the task lists are gone (http://img2.pict.com/c3/a2/56/038ecc30cab2e9e046161feba4/o9rHB/800/zohomissingtasks.png).

I just reworked a bunch of task list templates - did that somehow unconnect the lists from the milestones? Where did they go?

steve.parker(166 - days ago)Page: Table of Contents

Just getting started evaluating Projects. In setting dependencies, it appears there are the following limitations vs. MS Project
1) dependent task must start on the day following the preceding task, not on the same day,
2) no ability to allow duration of dependent task to overlap part of duration of preceding task,
3) time increments are limited to 1 day, not hours within a day,

I have common situations where several people must report some info and final report is dependent on receipt of all. Actually doing the report happens concurrently with the other people generating their info. Once I have it all, I can finish the report in under an hour.

Can the current Zoho Project handle this and if not, will the 2.o release this month have some or all of these abilities?

Thanks!!

uprasanna(166 - days ago)Page: Table of Contents

@craig,

You can access both the portals (if you are added to the portals) but it's not possible to move tasks from one portal to another portal.

uprasanna(166 - days ago)Page: Task Management

@afmunoz,

Currently, you can upload the file (with list of task list) into documents module of Zoho Projects but its not possible to import the task lists in the file to Tasks & Milestones module of Zoho Projects.

To upload file, login to your projects account --> go to the required project --> click the Documents module and upload the file.

uprasanna(166 - days ago)Page: Document Management

@louise_marston_em,

New version of a file might fail to upload, if File Name mismatches /Content Type mismatches.

File Name mismatch
File name of previous version and current uploaded file name does not match.

Content Type mismatch
File mimetype of previous version and uploaded file mimetype are not the same.(Eg):i,e Previous version of the file is a jpg and uploading version of a file is a xls.

Please check whether you face the above said error messages while uploading a new version file.

Guest(166 - days ago)Page: How To - Tasks

Is there a way to view the tasks allocated to a particular user for a particular project?

jungbh0830(168 - days ago)Page: Table of Contents

when i edit 'company name' of 'edit profile' in 'company settings' menu. 'update profile' button can't update company name column.. help .plz..

felicer(168 - days ago)Page: Whats new in Projects 2 - 0

Can I see the Total Hours invested in a Project, without having to add all of the hours invested by every single person involved in the project?

johannesdgavnet (Guest)(169 - days ago)Page: Table of Contents

It would be great if there was a built-in chat function like in gmail.
Then we could talk in real time while being on the platform at the same time.

J

test101df(172 - days ago)Page: Project Calendar

i don't understand why there's no ability to add standard events in the calendar. Why is there only task, milestone, meetings?

It just doesn't make sense. team members need to know everyone's work/busy, vacation times, etc.

makes this platform very flawed.

craig (Guest)(172 - days ago)Page: Table of Contents

can we link two portals?

I mean I already have some tasks in a portal. but due to some work reasons, i need to perform those tasks in another portal. how can I

move those tasks from the former portal to the new one. thanks

afmunoz(173 - days ago)Page: Task Management

How do I upload a file with a list of tasks that I've created in a spreadsheet?

bgibler(173 - days ago)Page: How To - Documents Module

I had a very difficult time uploading a 1.9MB file even though there was 98MB of disk space available. Is there a maximum file size?

louise_marston_em(174 - days ago)Page: Document Management

When I try to add a new version, it gives every indication that it has completed, but the version number does not change, and the old file is still there.
Are there certain requirements that the new version has to meet? E.g. does it need to have the exact same filename as the original version (I have a version number in the filename as well).

uprasanna(175 - days ago)Page: How To - Calendar Module

@annelouisebrooks,

Project Events infers Tasks, Meetings and Milestones in that project.

As mentioned in blog, it's possible to view project events for a particular user across all projects. But it's not possible to view project events of all users across all projects.

annelouisebrooks(175 - days ago)Page: How To - Calendar Module

I am really confused by the following statement earlier in the blog, "Note: Its possible to view all project events across all projects but not possible to view all project events for all users at a single calendar view." Can you please clarify this? What is considered a project event?

annelouisebrooks(175 - days ago)Page: Table of Contents

I'd love to be able to establish dependencies within a project template so that they were carried into the newly created project. Is that something that may be available soon? I think your product is great, but that one last feature within the project template would make it even better!

uprasanna(176 - days ago)Page: How To - Calendar Module

@joeoreileen,

Currently, print option is not available in Zoho Projects, which will be available in our next update.

Until then, use browser's print option to print the modules of Zoho Projects.

uprasanna(176 - days ago)Page: How To - Documents Module

@vyshlovs,

It's not possible to add document by sending it to a particular email address. Moving forward we might provide this feature as per the priority.

Yes, providing iphone version of Zoho Projects is in our roadmap and I will keep you informed once we come up with the iPhone version of Zoho Projects.

vyshlovs(177 - days ago)Page: How To - Documents Module

Is there a way to add document by sending it to particular e-mail address? This would simplify work with the portal from mobile devices.
Another question is do you plan to have an iphone version of soho projects?

joeoreileen(178 - days ago)Page: How To - Calendar Module

How do you print the calendar?

haarstad(179 - days ago)Page: How To - Documents Module

Can different project members work in the same document at the same time?

lizbloom(179 - days ago)Page: How To - Tasks

Is there a way to archive tasks and task lists? I saw that in the export function there is a drop down menu that allows you to export archived tasks and task lists, but I can't find how to actually archive them?

kayla.m(179 - days ago)Page: User Management

I was added to a project, but i can't move past the intro/edit profile, etc. page to access already-posted tasks, milestones, and other tabs. where do i need to go/what do i need to do in order to move away from the Welcome page and access those?

uprasanna(180 - days ago)Page: How To - Tasks

@Guest,

As of now, it's not possible to search in Projects but will be available in our upcoming update (Zoho Projects 2.0)

uprasanna(180 - days ago)Page: Task Management

@category,

No, as of now all the days in a week are taken into account. Moving forward we will provide this feature (ignoring weekends) while creating tasks.

Guest(180 - days ago)Page: How To - Tasks

Is there a way to search in Projects?

Guest(180 - days ago)Page: How To - Tasks

Is there a way to search in Projects?

category(182 - days ago)Page: How To - Calendar Module

How do I set the schedule of working days of the company? In order to register to work Saturdays, Sundays and holidays are automatically ignored and the tasks are distributed only in the days of the week?

category(182 - days ago)Page: Task Management

Hi

About duration of task : is it possible that only working days are taken into account.
ie : if i enter a monday as the begining date and a duration of 6 days, the end date should be next monday and not saturday.
Is it possible ?
Thanks

renu.bisht27(182 - days ago)Page: How To - Milestones

A manager can also edit the dates ,ownership of the milestone & tasks even if he is not the owner of the milestone or task , how to give user access to people denpending on the requirements

gregg.gillaspy@gmail.com+(Guest)(183 - days ago)Page: Zoho Projects - Introduction

A Guest asked about "SCHEDULE OF VALUES". This sounds like they are in the construction industry. I would like to hear from people in the construction industry and how they use Zoho Project.


If you don't post here, you can email me at gregg.gillaspy@gmail.com


Thanks!

uprasanna(185 - days ago)Page: Settings

@reromag,

The roles like Contractor, Manager, Employee are predefined and it's not possible for you to change or add new roles in Zoho Projects.

uprasanna(185 - days ago)Page: Table of Contents

@Guest,

Importing Microsoft Project is not possible in current version of Zoho Projects but will be available in the new version of Zoho Projects i.e Zoho Projects 2.0, which will be launched by this month end.

uprasanna(185 - days ago)Page: How To - Timesheet Module

@sam,

Option to select task and enter time for that task across multiple projects is not possible.

uprasanna(185 - days ago)Page: How To - Documents Module

@mnottoli@alioscopyusa.com,

It's not possible to link documents or folders of documents to multiple projects and documents has to be uploaded separately for each project.

uprasanna(185 - days ago)Page: How To - Documents Module

@stdavies,

As of now, it's not possible to upload a document already available in Zoho Writer.

Option to upload document from Zoho Writer is provided in Zoho Projects 2.0, which will be launched by this month end.

reromag1(185 - days ago)Page: Settings

I want change and add "roles", more than only customer, manager and employee. And adequarely changing the rights.
I cant find a way to do so.
thanks

stdavies(186 - days ago)Page: How To - Documents Module

Can I upload a document already in ZOHO writer. When I click upload document it takes me to my computer files

Guest(186 - days ago)Page: Table of Contents

Is importing from Microsoft project available in the free version? I can't seem to find where to do it.

Sam (Guest)(186 - days ago)Page: How To - Timesheet Module

How do we enter timesheets for a day across all projects. The way you have to enter time now is to go to each project and then enter the time. Is there a way to select the task across multiple projects and enter time against it.


Thanks,


Sam

mnottoli@alioscopyusa.com+(Guest)(186 - days ago)Page: How To - Documents Module

Is it possible to link individual documents or folders of documents to multiple projects?

bacostamd(187 - days ago)Page: How To - Documents Module

I have tried to upload a new version of a document 3 times, following all the steps in the help doc. (It even asked me to insert a comment.) But I only see the old version there.What am I doing wrong?

uprasanna(187 - days ago)Page: How To - Tasks

@dpanitch,

No. Outlook calendar integration is not provided in this update but might be provided as per the priority down the line.

uprasanna(187 - days ago)Page: How To - Tasks

@dpanitch,

As of now, it's not possible to create reminder for tasks & milestones that are approaching or past their due date.

uprasanna(187 - days ago)Page: Whats new in Projects 2 - 0

@armando_charvet,

Yes, it's possible to move task from one task list to another in projects 2.0.

To move task, click "Move Task" option shown below the tasks --> select the required task and move it to the required task list.

uprasanna(187 - days ago)Page: Document Management

@mgbarnaba,

When you are create a new document, Zoho Writer's remote editor will open up in a new window/tab.

If the browser's pop-up blocker is enabled then Zoho Writer's remote editor will not open up. So make sure that the browser's pop-up blocker is disabled and then try creating a new document.

mgbarnaba(188 - days ago)Page: Document Management

Whenever I attempt to create a document the process fails without any indication of error. Is there a work-around?

armando_charvet(188 - days ago)Page: Whats new in Projects 2 - 0

What happened to the move task Icon. can I still move tasks between task lists?

uprasanna(190 - days ago)Page: How To - Milestones

@jpalmen,

As of now, milestones cannot be reordered. Only the task lists and the tasks can be reordered.

uprasanna(190 - days ago)Page: How To - Timesheet Module

@kipzoho,

As of now, it's not possible to move a time sheet item from one day to another without deleting/re-entering.

uprasanna(190 - days ago)Page: How To - Reports Module

@Guest,

Purpose of Time sheet is to log time for the task you (project members) work upon in that project.

Project Calendar is used to display the project activities for that month in a calendar view. In addition, project members can create project activities (like Tasks/Milestones/Meetings) from project calendar itself.

Guest(190 - days ago)Page: How To - Reports Module

what's the difference between time sheet and clander?

Guest(191 - days ago)Page: Zoho Projects - Introduction

can I do a "schedule of values?"

kipzoho(191 - days ago)Page: How To - Timesheet Module

How can I move a timesheet item from one day to another, without deleting/re-entering. When I select edit, I cannot change the date field.

pommella@terra.com.br+(Guest)(193 - days ago)Page: Whats new in Projects 2 - 0

About concepts:



Usually in Project Management the concepts are:



Project >> Phases >> Tasks >> Milestones.



Milestones & Tasks is therefore different from Phases & Tasks



Milestone is an Event = zero duration, which usually indicates a critical point or an strategic gate within the Phase.

pommella@terra.com.br+(Guest)(193 - days ago)Page: Whats new in Projects 2 - 0

Another question: Can I turn-off the [ send notification e-mail ] when adding or editing the Tasks Dependencies. ???

pommella@terra.com.br+(Guest)(193 - days ago)Page: Whats new in Projects 2 - 0

1. Only Milestones displayed in Milestones Graph View are plotted based on the task's start date.

2. The tasks displayed in Task Graph View are NOT plotted based on the task's start date. (and I am trying to find what the criteria is used to display the tasks ?). You will agree with me, that is not possible to work with this Task Graph View.

3. In Task Graph View, please change the color of the legend (scheduled tasks are not green, but red)

4. In Gantt Charts, it is very important to have an option to show together the MILESTONES bars and their TASKS bars. If it is not, the Task List do not make any sense.

5. Currently the Gantt chart mixture all activities and it is not possible to view the sequence (predecessors and successors), for the same Task List.

dpanitch(193 - days ago)Page: How To - Tasks

Is there Outlook calendar integration in the newest release?

dpanitch(193 - days ago)Page: How To - Tasks

Is it possible to create reminders for tasks and milestones that are approaching or past their due date?

scottbowie(194 - days ago)Page: Task Management

I am finding it difficult to establish dependencies. Example: I want to list 10 tasks first, then go back and state how long each will take, then establish the dependencies between them. Then, and only then, I want to choose when I will start this project (i.e. start the first task). I can do this really easily in MS Project and immediately see when each tasks will be finished - based on the durations and dependencies I have established. How do I do this in Zoho?

jpalmen(195 - days ago)Page: How To - Milestones

How do I reorder the milestones within my project?

uprasanna(196 - days ago)Page: Task Management

@barbblumen,

Yes, you can change the end date of a milestone.

To change the end date, place the mouse over the milestone, click edit (pencil) icon and change the milestone's end date.

uprasanna(197 - days ago)Page: Table of Contents

@barrys,

As of now, it's not possible for you integrate Google Docs and Google Apps in Zoho Projects.

uprasanna(197 - days ago)Page: Table of Contents

@Mark+markboylan@aol.com,

As of now, it is not possible to allocate expenses to a project and maintain the total cost of all the project members.

bizoost(197 - days ago)Page: How To - Task List

I'm not seeing a way to create a group of task list into a project template anyhwere?

barbblumen(197 - days ago)Page: Task Management

Can I change the end date of a milestone?

shukr (Guest)(199 - days ago)Page: Table of Contents

We can not see the photos of each other in the project

joshua.chappell(199 - days ago)Page: Table of Contents

To respond to Barrys' comment, click "My Home" in Zoho projects. It should display all of the milestones assigned to your account.

Now I have a question, is there a way to back-up Zoho projects to a hard drive? I've already solved the problem with Zoho Creator, but the projects post much more of a problem.

barrys(200 - days ago)Page: How To - Task List

Can you add multiple tasks in one go?

I have 40 tasks to add that are used for every event we run and we would then add these as templates ones uploaded.

barrys(201 - days ago)Page: Table of Contents

How do we integrate Google Docs & Googles Apps Calendars?

barrys(201 - days ago)Page: Table of Contents

How do you see milestones for EVERY project on one screen?

johannesdg(202 - days ago)Page: How To - Documents Module

I am looking for a way to share a document I make in Zoho Projects. how can I do this?

Also, i do not see the document I have created in zoho projects, in my zoho writer overview (where I thought I could share the document). Is it possible to activate this?

Can different projectmembers work on the same document in zoho projects at the same time?

Thank you for your answers. It is a great app btw.

krish(202 - days ago)Page: Whats new in Projects 2 - 0

Can you try taking snapshots with "Clear Type" Font settings in your system ? It might look better.

uprasanna(203 - days ago)Page: User Management

@credfern,

Currently, it is not possible for you to change other users password. Only the respective user can reset the password using FORGOT PASSWORD option.

uprasanna(203 - days ago)Page: Project Dashboard

@wsawyer,

As of now, it is not possible to delete the activity listed under "latest project activity" section.

credfern(203 - days ago)Page: User Management

Can I change a users password, or have a password reminder emailed to them?

arvindnatarajan(204 - days ago)Page: Whats new in Projects 2 - 0

the screenshots look nice!

regarding presentation, the font can be a sans serif one like arial or verdana. will gel well with the page's font. and the background theme can be changed. this is just my personal opinion though.

in the last slide, there should be a ? at the end. the 'Import from MS Project' slide can stress a bit on how Zoho Projects helps / makes the project more collaborative/social

Slide 12 - the wordings can be changed a bit. 'Executing a project is more fun now' or some such

wsawyer(208 - days ago)Page: Project Dashboard

Can you delete an activity listed under 'latest project activity'? If yes, how?

Thanks.

john.willson(211 - days ago)Page: How To - Tasks

Dependencies: it is not useful to simply display dependencies between tasks. The power of creating dependencies lies in automatically setting task start and end dates based on only:
- project start date
- task durations
- dependencies
In this way, the critical path can be easily found, and the project completion date is automatically calculated. Start and end dates can be automatically updated for all tasks when a parent task is completed late.

Is this functionality available now? If not, is it planned for a future Zoho update? When do you expect it will be available?

Thanks.

john.willson(211 - days ago)Page: Settings

D'oh! I keep forgetting to wave my pointer over things, to get further options to appear. Thanks again.

uprasanna(211 - days ago)Page: How To - Project Setup

@askaratzoho,

Basic design of Zoho Projects is that, the projects are created without start date. Only milestones/tasks in a project have start and end date.

uprasanna(211 - days ago)Page: Settings

@john.willson,

To delete Task List Template, click "Settings" option on the top right corner of the window --> click "Task Templates" tab and delete the required task list template.

askaratzoho(211 - days ago)Page: How To - Project Setup

Hi, I am new to Zoho and I just started a free account. We started a project almost one month before, but when I have created a new project here, I found that there is no way to me to set the project start date. Am I missed something? or it is this way. thanks. I love the interface, any ways.

john.willson(212 - days ago)Page: Settings

How can I delete a Task List Template?
Thanks.

uprasanna(213 - days ago)Page: How To - User Module

@joshua.chappell,

As of now, it is not possible to change the user role from employee to client without deleting and readding the user as client in the company.

Note: User will be notified once he/she is deleted and readded.

joshua.chappell(213 - days ago)Page: How To - User Module

Is there a way to change a employee user to a client user without deleting them from the company? Our program has run into difficulty because we have already added many users who should be client users, but do not want to Zoho to automate e-mails to all of the users when we delete and re-add them.

Mark+markboylan@aol.com+(Guest)(214 - days ago)Page: Table of Contents

Is there any way to allocate expenses to a project? Whether they be labor or materials? I would love to have a central place for people to enter their costs. Right now we send by e-mail and it is a data entry pain. Thanks! Mark

simonbolz@gmail.com+(Guest)(214 - days ago)Page: How To - Calendar Module

Is the calendar document for syncing the iCal with the calender updated constantly?

I just started a project yesterday, but the download syncing document is empty (nothing shows up in my iCal, when importing it).

This should really be updated with every single change.

Is it not?

uprasanna(214 - days ago)Page: How To - Settings

Guest1,

Uploading logo and powered by logo is working fine. Please try uploading logo (refresh the browser once after uploading the logo) and check whether the same problem exists or not.

If the same problem persists, please let me know for further assistance.

uprasanna(214 - days ago)Page: How To - Settings

Chris Grey,

Sorry that two of your users are asked to confirm their credentials.

To confirm the credentials, please ask your users to login to http://accounts.zoho.com --> click "My Email IDs" option --> click "resend confirmation mail" icon to the right of email address.

uprasanna(214 - days ago)Page: How To - Project Setup

@william.tyree,

As of now, the task status and filters are defined and it is not possible to create custom task status and filters in Zoho Projects.

Keep your queries/suggestions posted.

william.tyree(214 - days ago)Page: How To - Project Setup

Recently upgraded from FREE to STANDARD. But we still can't seem to find a way to do two important things:

1 - create a custom task status (as of now, tasks are only "OPEN" or "CLOSED" with no review or in-progress stages

2 - create custom filters, such as the ability to categorize a task or project by company department (e.g. "design," "project management," "integration," etc)

Where is this functionality?

Thanks

William

Guest(215 - days ago)Page: KB - Tasks

do you have a database where you can manage a membership

uprasanna(217 - days ago)Page: Task Management

Guest12,

Thanks for your compliment and for your feedback. Providing hours as task duration is already taken up in our feature list, which will be available in future as per the priority.

Guest12 (Guest)(217 - days ago)Page: Task Management

Great work so far Zoho!

But the duration of tasks should also specify hours.

According to the Project Management association, a task also needs to be specified in hours.

For example a task that says "build a house", duration 90 days, wouldn't make sense. Instead the proj. manager should specify a task as "Put tiles on the kitchen floor", duration 8 hours.

It wouldn't make sense either to put 0.5 days.

This is a must for a Proj. management software.

Guest1 (Guest)(217 - days ago)Page: How To - Settings

Uploading the logo doesn't work. It shows a broken image. Even if I save the zoho logo and replace with my logo using the same file name. The image appears broken. I used jpg and gif and none work. I also made sure the size was correct.
This happens only with the logo on the upper left. The one on the bottom right "powered by" works OK.

uprasanna(218 - days ago)Page: How To - Project Setup

Warren,

As of now, it is not possible for a user (including admin) to enter other user's personal profile. Only the user can update his/her personal profile like full name, nick name, contact number.

warren@wjones.com+(Guest)(218 - days ago)Page: How To - Project Setup

How can I edit the name of resources to include full name. It only allows me to add email address.

Chris Grey (Guest)(222 - days ago)Page: How To - Reports Module

What controls the timescale of the Gantt chart view? When I open it I see March - June. When a user does the same thing she sees March - Jan 2010. This makes the view almost impossible to use in any sensible way.

Chris Grey (Guest)(223 - days ago)Page: How To - Settings

Two of my users keep getting asked to confirm their credentials when logging in. What do they need to do? They seem to have followed the same process as everyone else but they are the only ones being asked this.


Thanks.

uprasanna(224 - days ago)Page: Zoho Projects - Introduction

@gauravagarwal,

As of now, it is not possible to create presentation in Zoho Projects but can uplaod an presentation into Documents module of Zoho Projects.

Anil Baddi (Guest)(224 - days ago)Page: Table of Contents

How do I ensure that PROJECT TIME VARIANCE be recorded and measured in zohoprojects ?
Specifically, I would like EACH PROJECT broken down INTO TASKS.
Each Task has a specific BUDGETED HOURS (BILLABLE HOURS) - WITH START DATE / FINISH DATE

When I allocate RESOURCES to work on TASKS, while filling up TIMESHEET, ACTUAL EFFORT = BILLABLE HOURS + NON-BILLABLE HOURS (variance)

Can somebody help me with HOW-TO-DO in ZOHOCRM.

~~~~~~~~~~~~~~~
Anil Baddi
www.webmandir.com
Tel +1 630 544 7680
Fax +1 630 214 4949

gauravagarwal(225 - days ago)Page: Zoho Projects - Introduction

can I create a presentation under a project? I couldn't find a way.

uprasanna(226 - days ago)Page: How To - Settings

@kierlm,

As of now setting up "View only" user role is not possible. Apart from viewing, a user can edit/update/delete the tasks that are assigned to him/her.

uprasanna(226 - days ago)Page: How To - Documents Module

@ranatoronto,

As of now, it is not possible to delete any particular version of a document.

ranatoronto(226 - days ago)Page: How To - Documents Module

how to delete a version added to document?

anil_baddi_webmandir (Guest)(227 - days ago)Page: How To - Settings

I create a task and in the duration, I need to put information on the BILLABLE / BUDGETED hours ... How can I do this ?

Also, when the team enters the timesheet, and mention the task, any variance needs to be reflected based upon the TASK BUDGETED HOURS.

This feature would help manage PROJECT-BUDGET / COST $$ .

Please help.

kierlm(232 - days ago)Page: How To - Settings

I'd like to set up a "view only" user. Is his possible?

Guest(233 - days ago)Page: How To - Timesheet Module

I downloaded all users timesheets on one of my computers but when I went back to download timesheets for all users again I have been unable to get it to work for me.

Mark Raymer

uprasanna(235 - days ago)Page: How To - User Module

@K. Daccach,

As of now "View Only" access to the project members is not possible. We will consider providing this feature in future as per the priority.

uprasanna(235 - days ago)Page: How To - User Module

@ferhanz@gmail.com,

Currently, the system design is such that the user(s) assigned to a task has the privilege to edit/delete that particular task.

Restricting task delete privilege for users (in Employee/Contractor role) is taken up in our feature list and might be provided in future as per the priority.

ferhanz@gmail.com+(Guest)(235 - days ago)Page: How To - User Module

I Add two users one admin and other employee, i created a task using administrator user and assign it to the employee, but when i logged in from the employee account i was able to delete the task given to me by admin. Why is that ?

despinalmiguel@hotmail.com+(Guest)(235 - days ago)Page: How To - Settings

I want set up my work calendar only with the work days, i want to mark then unwork days as the weekens holy days, etc.... how can i do ....


Thanks


MIGUEL ANGEL JIMENEZ

uprasanna(239 - days ago)Page: Task Management

Peter Laird,

As of now, only 50 tasks are displayed per sheet in the exported excel file and the other tasks are displayed in the following sheets (sheet 2, sheet 3, etc.) of the same excel file. So please check for the other tasks in following sheets of the excel file.

If the same problem persists, please send a screen shot of the task & milestones page and the exported excel sheet (if not confidential) to support[at]zohoprojects[dot]com for further assistance.

uprasanna(239 - days ago)Page: Task Management

Peter Laird,

Sorry that the existing colors for tasks priority causes usability problem for you (hard to distinguish).

Currently, color customization is not available in Zoho Projects. But, moving forward we will consider providing the color customization for tasks priority, thus enhancing easy usability for users.

Thanks for your patience until then!!

Peter Laird (Guest)(239 - days ago)Page: Task Management

I am trying to export my tasks. I have 6 tasks lists, and no matter what I select (All Tasks, Pending Tasts, etc) it only exports the first 2 task lists. Is this a bug?

Thanks!

Peter Laird (Guest)(239 - days ago)Page: Task Management

I am partially color blind, alas a common affliction for men. People like me have trouble distinguishing certain colors from others. In this case, I have to strain to pick up the priority of tasks in the list given the colors you have chosen. It unfortunately gives me a headache after a few minutes.

Can you make the colors customizable? This would allow people like me to pick colors that are easier to detect. This isn't for prettiness, but for usability.

Thanks!

uprasanna(240 - days ago)Page: Project Collaboration

@ anne.sobolewski,

Currently, it is not possible for a user to confirm or deny their attendance at a specific meeting.

cdmslm(242 - days ago)Page: How To - Task List

Great. I'm able to view the userwise tasks now.

Thanks.

uprasanna(242 - days ago)Page: How To - Calendar Module

@ rw34oc,

Thanks for mentioning the ISO 8601 standard. We have already considered providing the project calendar as per the international standards.(week beginning on Monday & ending on Sunday)

I will keep you informed once the project calendar is updated as per the standards.

uprasanna(242 - days ago)Page: Project Collaboration

@kpetry[at]scholarshipamerica[dot]org,

Currently, tallying votes for a forum is not possible in Zoho Projects. If you can explain the exact requirement of this feature, then we can analyze and consider providing the same in future, if possible.

Matthew Raymer (Guest)(242 - days ago)Page: How To - Settings

When a client user is created ... do they get portal access? Their invite email says to refer to another email for their password ... but as far as I can tell there is no other email with a password !

Guest(242 - days ago)Page: How To - Settings

When a client user is created ... do they get portal access? Their invite email says to refer to another email for their password ... but as far as I can tell there is no other email with a password !

anne.sobolewski(242 - days ago)Page: Project Collaboration

Is it possible for a user to confirm or deny their attendence at a specific meeting?

uprasanna(244 - days ago)Page: How To - Task List

@cdmslm,

To view user wise tasks for today, Login to your portal --> Go to "Home Page" --> Click "By Users" option just below WELCOME PAGE option --> select "Today" option from SHOW drop down --> select the required user from FOR drop down.

Once done, tasks, milestones and meetings assigned to that user will be displayed.

cdmslm(244 - days ago)Page: How To - Task List

How to view the user wise tasks as on today?

Normally I assign different project works to different users at the same time. Hence I need to know what works are assigned to a particular user?
or the Userwise Projectwise List of tasks?

Early reply will be highly appreciated.

Thanks in Advance.

thelwall (Guest)(246 - days ago)Page: Table of Contents

I am trying Zoho for the first time & so I may not understand all the possibilities. However, one of the most powerful things in this type of app is the use of task dependencies. It seems I have to have got these worked out in advance and entered tasks not only in the right sequence but also with dates that make dependencies valid.


If I am right, this makes "dependencies" almost unusable. Surely I want to get tasks down as quickly as possible and then specify dependencies. If a "child" task has a start date that is before its newly specified "parent" then the child start date should automatically become the finish date of the "parent". Otherwise I have to use something like MS project to sort things out first and then enter in Zoho .. if so lets just use MSP


Also what happens if I want to add some new Milestone with new dependencies .. do I have to alter all previous stuff manually. Surely not .. it wd be a nightmare. Furthermore, if tasks overrrun, what happens to start dates of "child" tasks; they shd be re-scheduled.


What I would like to be able to do is to fill in task durations only and then the start date of the first task, set the dependencies and then all start & finish dates wd be calculated for me .. wouldn't they?


One further point re Dependencies, can Task Lists be parents & children as per tasks. This can be very useful indeed .. I realise one cd set the last task(chronologically) in a list to be the parent of the first task in another, dependent, list.


Look forward to your comments.


David

uprasanna(248 - days ago)Page: How To - Documents Module

@santhosh.metri,

There are two types of file upload. Single file upload and Bulk upload.
For single file upload, there is no file size restriction while uploading. For bulk upload, total file size should not exceed 20MB.

You can upload & manage any number for files in documents section of Zoho Projects till the allocated disk storage space is fully used.

santhosh.metri(249 - days ago)Page: How To - Documents Module

is there any maximum size for a file to be uploaded in this section? please anyone let me know because there is 50MB limit for Zoho docs

uprasanna(249 - days ago)Page: How To - Settings

@ scottgranneman,

Currently, re-ordering task list template is not possible. But the tasks inside a task list template can be re-ordered.

We will analyze this feature (reorder task list template) and consider providing the same in future as per the priority.

uprasanna(249 - days ago)Page: How To - Project Setup

@karsten.moerman,

Currently, it is not possible to export a project (as a whole) from Zoho as a backup. Instead you can export Tasks & Milestones, Time sheet data and download the documents.

Exporting a project as a whole is already taken up in our feature list and will be provided in future.

uprasanna(249 - days ago)Page: How To - Project Setup

phil.ly@ticsoftware.com,

Thanks for upgrading from FREE to STANDARD plan. Currently, there are no pre-defined project templates available in Zoho Projects. As an administrator you can create project templates suiting your need and use that template while creating new project.

How to use Project Template:

1. Click "+" sign to the right of Project Template title and create a new project template.

2. Add the required tasks & milestones, documents, forums posts and users to the project template.

3. Create new project using the project template (Click 'New Project' option --> enter the project name --> select the required project template --> click 'Add Project' button)

4. New Project will be created and all the data in the template will be included in the project.

uprasanna(249 - days ago)Page: Project Timesheet

C.Grey,

No, as of now, it is not possible to alter the task % complete with the help of time sheet value for that particular task. Task % complete has to be manually altered by the task owner.

scottgranneman(249 - days ago)Page: How To - Settings

Is there any way to order Task List Templates? Right now, they're in reverse chronological order, but I'd really like to be able to sort them, either by dragging them, or setting them alphabetically.

karsten.moerman(249 - days ago)Page: How To - Project Setup

Is it possible to export a project from zoho to save as a backup?

C.Grey@Quadratica.co.uk+(Guest)(250 - days ago)Page: Project Timesheet

Is there a way to get timesheet values for tasks to reflect the % complete element of a task?

uprasanna(252 - days ago)Page: Settings

@ Chuck,

Thanks for your compliment !! No. It is not possible for administrator to change / reset other users password.Only the individual user can change/reset the password.

To change the password, login to your portal, click 'Settings' link on the top right corner of the window, click 'Password' option under General Settings, change the password.

To reset the password, follow the instruction available at https://zohosso.wiki.zoho.com/#ChangePassword.

Chuck (Guest)(252 - days ago)Page: Settings

Great product - one question. As an admin to my projects, can I change other people's passwords or reset their current passwords? If not, how are password changes accomplished for individuals?

Thanks!

uprasanna(252 - days ago)Page: Table of Contents

@ vishnukiranreddy,

To change the email address, Login to http://accounts.zoho.com --> click 'My Email IDs' --> click 'Edit' option to the right of the email address --> update the new email address.

Once done all the emails will be received only in your new email address.

uprasanna(252 - days ago)Page: Settings

@robert.klein86,

Yes, it is possible to change the portal URL but the portal change can only be made from our side.

Send your existing and newly required portal URL to support[at]zohoprojects[dot]com, so that we can do the portal URL change, if available.

Note: No special characters allowed in the portal URL.

robert.klein86(252 - days ago)Page: Settings

Can I change the name of portal URL? If not can i delete my project managment and then create new? How?:)

vishnukiranreddy(252 - days ago)Page: Table of Contents

Hi,
I want to change my email address where i am receiving the mails. Could you please tell me steps about how to change it.

Thanks,
Vishnu

uprasanna(253 - days ago)Page: Table of Contents

@ markander,

As of now, it is not possible to download the entire folder at a time. Instead you can download the image file one at a time.

ayudaprojects (Guest)(254 - days ago)Page: Table of Contents

I am a new user. Wanting to use this with a client (free version). If it works well I will integrate it into my consulting business.


My issues: 1) I am unable to "select" a Client I have set-up. So to add a client user I had to set-up the client again. How do I delete duplicate Clients and why can't I choose a Client I have already set-up? 2) Once I have that all set-up, how do I allow the Client access to the site? 3) What do they have to do to participate? Will they be able to participate fully as a Client user or would I better served to set them up as a project user?


These three items are not discussed on the online help guide that I can find. Thanks, Melinda (ayudaprojects)

markander(254 - days ago)Page: Table of Contents

Can I download an entire folder or do I have to download the image files one at a time?

rw34oc(256 - days ago)Page: How To - Calendar Module

According to ISO 8601, weeks begin on Monday. Yet the project calendar begins weeks on Sunday. Have you considered making the international standard the default calendar view?

phil.ly@ticsoftware.com+(Guest)(256 - days ago)Page: How To - Project Setup

I just upgraded from FREE to STANDARD, but when I create project, I could not find any project TEMPLATE. It still says "None." I thought it is supposed to come with 4 templates in STANDARD. Do I have to do something to activate that?

Phil

uprasanna(256 - days ago)Page: Task Management

@Sharon,

As of now, it is not possible to create a project template from an existing project.

Instead, you can create a project template (with all the necessary tasks %26 milestones, documents, forum posts and users) by clicking the ' ' sign to the right of Project Template title, just below the project pane.

Then you can use the created project template while creating a new project. Click 'New Project' link --> Enter the project name --> select the project template from 'Choose Template' drop down --> click 'Add Project' button.

uprasanna(256 - days ago)Page: Table of Contents

@vastsilence,

Yes, it is possible to change the portal URL but the change can be done only from our side.

Send your existing and newly required portal URL to support[at]zohoprojects[dot]com, so that we can do the portal address change, if available.

Note: No special characters allowed in the portal URL.

vastsilence(256 - days ago)Page: Table of Contents

Hi,

I'd like to know if i can change my portal address to another name. I accidentally made mistake in specifying my portal name.

Cheers,
Sush

Sharon (Guest)(256 - days ago)Page: Task Management

I added several new projects in and then we decided to create a template that we could use on all projects. How can I apply the template to the project that I have already created?

uprasanna(257 - days ago)Page: How To - Documents Module

@rachelaharris,

You can enter the RSS feed link in the link area of Documents module, but it is not possible to display the contents in the link area.

uprasanna(257 - days ago)Page: How To - Settings

@ivanseven3,


Yes, it is possible to change the portal URL. Send your existing and newly required portal URL to support[at]zohoprojects[dot]com, so that we can do the portal change, if available.


Note: No special characters allowed in the portal URL.

ivanseven3(257 - days ago)Page: How To - Settings

Is it possible to change the Portal URL after you set one up? Our company is changing names for collaboration. Thanks.

rachelaharris(257 - days ago)Page: How To - Documents Module

I would like to be able to enter a RSS feed (e.g. a list of delicious bookmarks) and have the contents displayed within the links area (or any area) is this possible?

gdimaio (Guest)(258 - days ago)Page: Settings

The pic I uploaded does not show up. It is the right format and under the size limit. What am i doing wrong?

aptivoncng(258 - days ago)Page: Zoho Projects - Introduction

Helpful note - "invite" spelled incorrectly under "Meetings"

uprasanna(259 - days ago)Page: Table of Contents

@ nikkimelanson,

On deleting a task, the time logged for that task will be removed from the time sheet but subtasks (i.e child task that is dependent on the task to be deleted) and documents associated with that task will not be deleted.

uprasanna(259 - days ago)Page: Settings

@ spatel,

User name once selected cannot be changed. This is because user name is an unique string that is mapped across all the other Zoho Services.

nikkimelanson(259 - days ago)Page: Table of Contents

Hi,

When I delete a task within a milestone, does it remove all time, subtasks and documents associated with that task? If so, how can I close the task so that I retain that information?

Nikki

nmelanson@tnc.org

spatel (Guest)(259 - days ago)Page: Settings

Prasanna,

I need to update a user's 'Username'; i don't see anywhere to do that. I have even tried to delete the user and re-add one which didn't work either....any thoughts??

Guest(259 - days ago)Page: Task Management

Is this something especially milestones without a date that could be possible for the future? Thanks for writing back I appreciate it.

uprasanna(260 - days ago)Page: Task Management

@Guest,

As of now, its not possible to create milestones without date and re-ordering milestones is not possible.

uprasanna(260 - days ago)Page: Document Management

@oakley.jesse,

Users do not have the control over document version, as these version number are pre-defined and cannot be changed.

uprasanna(263 - days ago)Page: User Management

Guest,

You can follow the steps mentioned in the URL provided below to close the account.

https://zohosso.wiki.zoho.com/#close

Once closed, the user can start from scratch and set up a new user name as per his/her requirement.

Guest (Guest)(263 - days ago)Page: User Management

Somehow I accidentally logged in as one of my users (I thought the system was asking me to change my username and id -- but it was asking me to set one up for her). So now that user has a username I established that she did not choose and does not make sense to her. I need to start the process from scratch for her and let her set up her own account with a user id she chooses. How can I do that?

oakley.jesse (Guest)(263 - days ago)Page: Document Management

Who has versioning control? as in a variety of controls dealing with documents (locking, assigning etc)?

Thanks!

jesse

uprasanna(264 - days ago)Page: How To - Project Setup

soonteh,

As of now, task can be moved from one task list to another in a project and it is not possible to move a task from one project to another.

soonteh(264 - days ago)Page: How To - Project Setup

How do you move tasks from an existing project into a newly created project?

Guest (Guest)(264 - days ago)Page: Task Management

I am making a template that we are going to be using for multiple projects therefore do not have start date or end date for milestones. Therefore when creating the milestones did not go in chronological order and was wondering if there was a way of reordering the the milestones or having an option of not having a date set with milestones.

johndellasala(267 - days ago)Page: Table of Contents

I am having a very difficult time. I am part of the Smart Card Project. My username is JohnDellasala, and my password is 120839. For some unknown reason, I never received a confirmation of my registration, although I followed the instructions that I was given at the time that I registered. My e-mail address is jdellasala@earthlink.net.
Please help me.
Thanks.
John

uprasanna(267 - days ago)Page: Table of Contents

@intec_building,

Sorry that German special characters are displayed incorrectly. Please send a snapshot of the same to support[at]zohoprojects[dot]com and send the proper German string, so that we can update incorrect one with the proper German string.

Looking forward to hear from you!!

uprasanna(267 - days ago)Page: Table of Contents

@intec_building,

As of now, it is possible to modify tasks, milestones but it is not possible to modify meetings that are expired in time.

Ability to modify meeting details in the expired time line will be analyzed and provided in future as per the priority.

Thanks for your patience until then!!!

intec_building(267 - days ago)Page: Table of Contents

German language version

Language character encoding: There are many German strings, mainly German special characters (Umlaute), especially in tool-tips that are displayed incorrectly.

Also all strings, label names, ... must be checked since they are also not correct sometimes.

intec_building(267 - days ago)Page: Table of Contents

It must be possible to enter all data also when date and time already experied since very often information is entered after an event took place. For us it is a killer criteria.

iacoviello.dominick(269 - days ago)Page: Project Calendar

How can I automate the syncing of ical with my work calendar?

4dtres(270 - days ago)Page: How To - User Module

Can I restrict the acces to the uploads archives to my employees. I have a confidential archives that I don¡t want to see them

marco.deinl(271 - days ago)Page: How To - Tasks

Thanks for the answer concerning the "hour problem". The question is, where the period can realize? Cause this is one of the important things for us to use the paid upgrade.
Thanks!

kpetry@scholarshipamerica.org+(Guest)(271 - days ago)Page: Project Collaboration

Any way to get a vote tally for a forum conference?

uprasanna(271 - days ago)Page: How To - Tasks

@marco.deinl,

As of now, it is not possible to use hours for a task. Ability to use hours for a task will be provided in future as per the priority.

marco.deinl(271 - days ago)Page: How To - Tasks

is it possible to use hours for a task, not only days?

uprasanna(271 - days ago)Page: How To - Project Setup

@sophie.girard,

As of now, it is not possible to create a project template from an existing project.

Initially, you can create a project template. Then using that template, you can create a project.

sophie.girard (Guest)(271 - days ago)Page: How To - Project Setup

I have already a project and I would like to convert this one in projet templates ? Can I convert a project in a project templates ?

uprasanna(272 - days ago)Page: Task Management

@samuel.grznar,

Thanks for your compliments and we are glad that you found how to create child/parent task.

Also thanks for your feature request. We will add up your feature requests in our road map and implement the same in future as per the priority.

samuel.grznar(272 - days ago)Page: Task Management

I got it, it is precedessor dependency based.

Feature requests:
1. reports > tree view of tasks milestones (completed open)
2. reports > bubbles (tasks, milestones) (onclick open sub-bubbles) in timeline view (systemic approach)

samuel.grznar(272 - days ago)Page: Task Management

Hello devs,

GREAT app this one.

how to create child/parent task? Ot it is just future feature?
thank you

uprasanna(273 - days ago)Page: User Management

K. Daccach,

As of now, its not possible to give "View Only" permission to any of the project members. All the users can create tasks, forum post, meetings and upload documents in the project.

K. Daccach (Guest)(273 - days ago)Page: User Management

Is there a way to give "view only" access to a member of a project without allowing him to edit, post new task, new meetings, etc?


I noticed that there are 3 user profiles, but all of them allow to edit almost everything. Thanks...


Manager : A Manager has all privileges at the Project level. He can add new projects, folders, add/remove users or schedule meetings.


Contractor : Contractor is the one who works for a project for a specified period of time. After the expiry of this period, the administrator will disable any access to this party.


Employee : Any normal user who works for the project, with access to his documents and privileges to add tasks or upload documents in a project.

K. Daccach (Guest)(273 - days ago)Page: How To - User Module

Is there a way to give "view only" access to a member of a project without allowing him to edit, post new task, new meetings, etc?


I noticed that there are 3 user profiles, but all of them allow to edit almost everything. Thanks...


Manager : A Manager has all privileges at the Project level. He can add new projects, folders, add/remove users or schedule meetings.


Contractor : Contractor is the one who works for a project for a specified period of time. After the expiry of this period, the administrator will disable any access to this party.


Employee : Any normal user who works for the project, with access to his documents and privileges to add tasks or upload documents in a project.

uprasanna(273 - days ago)Page: Project Collaboration

@ marcofp,

Forum posts cannot be sent as such to project members. Only notification regarding the forum post can be sent to the project members.

It is possible to sent notification to any particular user. To send notification, click "New Forum Post" button --> Enter the forum post title, content --> Select the category --> Select the required users from the "Notify this Post to" list box and hit "Submit" button.

Once done the selected user(s) alone will receive the email notifications.

marcofp(273 - days ago)Page: Project Collaboration

I can't select who I want a forum post to be sent to if I don't want it to go to the whole group, can I?

uprasanna(273 - days ago)Page: Project Calendar

@kyacos,

Yes, each project has its own calendar, where you can view all the activities related to that particular project.

It is also possible to view all the project activities in a single calendar namely "My Work Calendar".

kyacos(273 - days ago)Page: Project Calendar

If I upgrade to business version will I be able to have each project have their own calendar (with items specific to that project), and one calendar that shows all items for all the projects?

uprasanna(277 - days ago)Page: User Management

@ deegee,

No. It is not possible for a client user to view other project members.

deegee (Guest)(277 - days ago)Page: User Management

Is it possible for a client user to see other users in the project? If a client user's logs in, currently he only sees himself in the user list.

demo_zohoproject(277 - days ago)Page: Document Management

Hi,


is it possible to share the Project documents with Zoho Docs?


Same questions for user management. The user management could be integrated with other Zoho products, e.g. Zoho People or provide have a generic function for the management of users/roles/permissions/etc..


If this is not available at the moment. Do you have any plans to implement this in the near future? When?

uprasanna(277 - days ago)Page: How To - Milestones

@heather_portlandtaiko

Yes, it is possible to retrieve the deleted milestone. Please let us know the milestone name, project to which it is associated, deleted date and your portal URL, so that we can try retrieving the milestone for you.

uprasanna(277 - days ago)Page: How To - Milestones

@ enalanda,

As of now, only the task's end date and the no.of days are displayed to the right side of the task. Displaying task's start date will be provided in future.

davidjkelly(277 - days ago)Page: How To - Timesheet Module

When I attempt to select a task to associate with logged time, the list of tasks does not include any of the tasks that I have created. How can I associate planned tasks with time logs?

Thank you,
David Kelly

heather_portlandtaiko(277 - days ago)Page: How To - Milestones

One of my users deleted a Milestone. Ooops. As you can imagine, it will be a real bummer if I have to re-add the Milestone and it's tasks.

Is there a way to restore deleted Milestones?!? Please let me know...

uprasanna(278 - days ago)Page: User Management

@ cjhopkins1,

No. It is not possible to change the user's login name. Because Login name is an unique string that is mapped across all the other Zoho Services.

cjhopkins1(278 - days ago)Page: User Management

Is it possible to change a user's login name?

uprasanna(281 - days ago)Page: User Management

@ adazzz8,

Yes, it is possible to change the email address.

Login to https://accounts.zoho.com --> click 'My Email IDs' link on the left side menu --> click 'Edit' link shown to the right side of the email address and change the email address.

adazzz8(281 - days ago)Page: User Management

Can i change my email address as an admin?
I gave a secondary address at the beginning and now want to change it.
How???

uprasanna(285 - days ago)Page: User Management

@ lazario

In time sheet, only the tasks assigned to that particular user will be displayed in the 'Task' drop down.
This is because, an user can log time only for the tasks they are assigned to and not for the tasks that are assigned to other project members.

barryhand(285 - days ago)Page: How To - Meetings and Forums Module

I want to post forums and documents without informing every user in a project. How do I chose only the pertinent users to get a notification?

lazario(285 - days ago)Page: User Management

One of my employees is responsable of billing the others members of my team hours. If she is logged in with employe role she can't see other people tasks, how can I solve this ?

zohoprojects(287 - days ago)Page: How To - User Module

@ Fabrice

Thanks for your compliments. Access rights per file is already taken up in our road map and will be implemented in future as per the priority.

zohoprojects(287 - days ago)Page: Table of Contents

@ kuhnster,

Select "All" option from the "View Others Tasks" drop down available on the right side in tasks & milestone page and check whether all your tasks & task lists are displayed.

If the same problem persists, send your contact number & best possible time to support[at]zohoprojects[dot]com, so that I can contact you to look into the problem you face and resolve at once.

kuhnster(287 - days ago)Page: Table of Contents

My Tasks and Task Lists that do not have milestones associated with thim have gone missing.

I am not sure if it related to me changing the name of my project.

I would most appreciate any help.

Thanks,

Rodney

kuhnster(287 - days ago)Page: Table of Contents

Is anyone having a problem where tasks/milestones don't appear for other members in the project team?

Thanks,

Rodney

uprasanna(287 - days ago)Page: Document Management

@ rcochran,

As of now, its not possible to set access rights for any project member. i.e all the users can access all the folder & documents.

Ability to set access rights for project members is already taken up in our road map and will be provided in future as per the priority.

peterb323(287 - days ago)Page: Getting Started

Allow me to rephrase:

Zoho Projects - Online Project Management Tool where you can Create, Manage & Collaborate Online. Zoho Projects help teams organize their work & track progress effectively.

Most project management software takes so long to setup that it becomes project overhead. Zoho Projects is designed to ensure Planning & Management takes less time than the actual work.

Zoho Projects Sign Up

In order to manage your projects online , first sign up with Zoho Projects. Zoho Projects offers the following plans:

rcochran(287 - days ago)Page: Document Management

I was under the impression that I would be able to manage access rights of users to certain parts of the site. One example would be to allow only certain users to access certain folders for documents. Is this possible?

uprasanna(288 - days ago)Page: How To - Settings

@amanda_findology


Zoho Projects is fully based on Ajax functionality. Becasue of this functionality all the URLs will be login.do and bookmarking a page is not possible.

uprasanna(288 - days ago)Page: How To - Documents Module

@brent_hopkins


As of now, presentations uploaded in Documents module of Zoho Projects can be viewed online with the help of Zoho Show and its not possible to edit online.


Editing the presentation online within Zoho Projects will be provided in future as per the priority.


Thanks for your patience until then.

uprasanna(288 - days ago)Page: Project Timesheet

@brent_hopkins,


Thanks for your feedback. Printing "all users" summary timesheet report will be added in our feature list and will be provided in future as per the priority.


Thanks for your patience until then.

uprasanna(288 - days ago)Page: Document Management

@david.sarnowski


As of now, its not possible to secure documents where only certain project members can view the document. This option will be provided in future as per the priority.

uprasanna(288 - days ago)Page: Document Management

@Guest


Yes, it is possible to upload and store video in the documents module of Zoho Projects.

brent_hopkins(289 - days ago)Page: Project Timesheet

You should be able to print an 'all users' summary timesheet report. If you want it to be useful for a business!

david.sarnowski(290 - days ago)Page: Document Management

Is it possible to secure documents so they can be seen by some users and not others?

celina(291 - days ago)Page: User Management

@Fabrice thanks for your kind words. Keep using Zoho Projects and spread the word for us.

-Celina

Fabrice (Guest)(291 - days ago)Page: User Management

As stated by several posts, a user profile with "viewer only " right is necessary.
That means not rights to create, delete or move either tasks, milestones or documents.

Excellent application with great potential though.

Guest (Guest)(291 - days ago)Page: Document Management

Is it possible to store video?

uprasanna(292 - days ago)Page: Table of Contents

@david.sarnowski,

Thanks for your compliments. Plans of making Zoho Projects work offline is not in our road map as of now.

We will analyze this feature and consider providing the same in future, if feasible.

david.sarnowski(292 - days ago)Page: Table of Contents

Are there plans to make zoho project work offline? I love it, but I cannot do any work or refer to any tasks when I am on the road without an internet connection.

uprasanna (Guest)(292 - days ago)Page: Document Management

@ bramsan

Thumbnail view of files is available in Zoho Projects.

Click Documents tab --> click the second icon to the right of upload new file button to view all the files in thumbnail view.

uprasanna (Guest)(292 - days ago)Page: How To - Documents Module

@amanda_findology,

As of now, its not possible to reorder folders but will be provided in future as per the priority.

brent_hopkins(292 - days ago)Page: How To - Documents Module

It looks like you can only view presentations in Show, not edit them? Why? I would like to be able to collaborate on a presentation within the Projects framework.

amanda_findology(292 - days ago)Page: Document Management

It says insert style sheet... but there's no place to edit css for the doc... does it want a link to a style sheet publicly available on the web??

amanda_findology(292 - days ago)Page: How To - Documents Module

Can I reorder folders?

amanda_findology(292 - days ago)Page: How To - Settings

Is there any way to send links to someone so that they can find something? All the urls say login.do. I can't bookmark a page.

uprasanna (Guest)(293 - days ago)Page: Table of Contents

@nana_dong,

Follow the steps mentioned in the below provided URL to confirm the email address.

http://zoho.com/sso-help.html#resendconfirmation

nana_dong(293 - days ago)Page: Table of Contents

Hi. My co-workers get a message when they log in telling them they have not confirmed their login, and that their account will expire soon. Where do we confirm their login?

uprasanna (Guest)(293 - days ago)Page: Project Dashboard

@ julietgore,

No. There are no pre-defined templates available in Zoho Projects. The four templates for Standard Plan infers that the Portal Owner/ Administrator can create four project templates and use the same while creating new projects.

Note: Project Template can be created only by Portal Owner and Administrator.

uprasanna (Guest)(293 - days ago)Page: Table of Contents

@ annes1,

Its not possible for you to change the name of your site (portal) because the site name change can be done only from our end.

Send your existing portal URL and the newly required portal URL to support[at]zohoprojects[dot]com.

Note: No special characters allowed in the portal URL.

uprasanna (Guest)(293 - days ago)Page: How To - Tasks

@amanda_findology,

The serial number of a task will be shown to the left of the task in the Dependency View.

uprasanna (Guest)(293 - days ago)Page: How To - Tasks

@ drbaggy,

Uncheck the check box to the left of completed task to reopen that task. Once done you can edit the task and then check the check box to complete the task.

julietgore(293 - days ago)Page: Project Dashboard

Are there 4 templates already exisiting to use in the project management system, and if so how can i acces them? If not, am i able to create the 4 templates ( which go with the $12 /month pack) myself?
Thanks, Juliet

amanda_findology(293 - days ago)Page: How To - Tasks

Where do you find the serial number for a task to enter in the predecessors column?

mpsmith60(293 - days ago)Page: How To - Reports Module

Putting the tasks in random order on the Gantt Chart renders it useless. I consider this a bug that needs Zoho's attention ASAP. If this is not fixed soon, I'll have to go in search of another solution.

Otherwise, I'm impressed with the Projects!

Thanks,

Martin Smith

marinas(293 - days ago)Page: Table of Contents

hi would like to know how to :
1 create project and tasks that are private (can't be seen by portal owner at least in default view)
2. how can i search for something within forums?
3. how can i move/copy tasks between projects
thank you
marina

drbaggy(293 - days ago)Page: How To - Tasks

How do you "uncomplete" a task - as there is no edit functionality - I want to allocate time against a task I've just closed - but can't...

sofia_maia(294 - days ago)Page: How To - Settings

I put a picture in my profile, like my colleagues, but we cant see the pictures of each other. Why is that?

uprasanna (Guest)(294 - days ago)Page: Project Calendar

@ amanda_findology,

Yes, you can sync your Zoho Projects calendar with Google Calendar with the help of gCal.

Login to your portal --> click 'My Work Calendar' --> scroll to the page bottom --> use the gCal link to sync your Zoho Projects Calendar with your Google Calendar.

uprasanna (Guest)(294 - days ago)Page: Project Calendar

@ mateo.squared

No, clients cannot see full calendar view. Client users can view only the Project Dashboard, Tasks & Milestones, Documents and Forums.

uprasanna (Guest)(294 - days ago)Page: How To - Calendar Module

@ enalanda ,

As of now, only the tasks end date along with no.of days are displayed. Displaying task start & end date will be provided in future.

amanda_findology(294 - days ago)Page: Project Calendar

Can I send my Zoho calendar to Google Calendar or Outlook Calendar? even iCal is fine... Synch is ideal.

enalanda(295 - days ago)Page: How To - Milestones

Whenever I click on Tasks & Milestones tab, I can't see the tasks's start date and end date on the same line. It is annoying to see only the end date of the task ( with the no. of days ) , whereas I am more interested in the Start End date. Please let me know if this is possible ( or else correct me if I am wrong ).

enalanda(295 - days ago)Page: How To - Calendar Module

Whenever I click on Tasks & Milestones tab, I can't see the tasks's start date and end date on the same line. It is annoying to see only the end date of the task ( with the no. of days ) , whereas I am more interested in the Start End date. Please let me know if this is possible ( or else correct me if I am wrong ).

bramsan(295 - days ago)Page: Document Management

It sure would be nice to be able to view a thumbnail of graphics files, like in many of the other project management programs. Any time soon?

uprasanna (Guest)(298 - days ago)Page: How To - Milestones

@threshold


No. As of now, there is no option to flag the old due date in order to see the difference between the two dates (old and new due dates).

threshold(298 - days ago)Page: How To - Milestones

If the due date of a task is changed, is there a way to flag what the old DD was so that we can see the difference between the two dates?

uprasanna (Guest)(299 - days ago)Page: Task Management

proyectostde,


Check whether Collapse Todolist is displayed just above the Dependency View tab. If Expand Todolist is displayed, then click Expand Todolist link to expand all the collapsed todolist.


Once done you will be able to view all the tasks.

uprasanna (Guest)(299 - days ago)Page: Document Management

lhsilva


The allocated disk space is for the entire portal and there are no restrictions that a user can use only certain amount of disk space.


i.e. There is no enforced used space limit for any particular user.

mapadigital (Guest)(299 - days ago)Page: How To - Calendar Module

By logic, thinking that the Administrator is actually a manager of projects, it is essential that at least this user to have an overall schedule, with the tasks of individual users. Why this is not possible?

orchardstreet(300 - days ago)Page: How To - Calendar Module

when looking in my work calendar, I have noticed that certain todos have no shown up on the calendar. is this what you mean by saying
"not possible to view all project events for all users at a single calendar view"

uprasanna (Guest)(300 - days ago)Page: How To - Calendar Module

orchardstreet,


Yes, all the project events across all projects can be viewed in a single view with the help of My Work Calendar.


Click 'My Home' link on the top portion of the window --> click 'My Work Calendar' link --> view all the project events across all projects.


Note: Its possible to view all project events across all projects but not possible to view all project events for all users at a single calendar view.

orchardstreet(300 - days ago)Page: How To - Calendar Module

Greetings,

Is it possible to view an overall calendar in order to see all of the separate projects together on one calendar?

mr.michaelabbott(300 - days ago)Page: How To - Task List

How do you move a tasklist to a different milestone or move a task to a tasklist under a different milestone?

lhsilva(300 - days ago)Page: Document Management

But is the 40MB shown at the right side of the meter the maximum that a user can use? What happens if a user uses 50MB, for example? My concern is whether or not there is an enforced used space limit by user. Is there?

uprasanna (Guest)(301 - days ago)Page: User Management

@mike_bio

As of now, its not possible to create many user accounts at once. Also its not possible use contacts from Zoho Mail.

Every Project member has to be added individually into Zoho Projects.

uprasanna (Guest)(301 - days ago)Page: Document Management

lhsilva

The 40MB displayed at the right end of the disk space meter is the used disk space and not the total disk space. To know the allocated disk space, place the mouse over the disk space meter.

uprasanna (Guest)(301 - days ago)Page: How To - Project Setup

jessica_wsi

As of now, its not possible to import projects from another project management program into Zoho Projects.

This feature is already taken up in our feature list and will be rolled out in future. I will keep you informed once this feature is rolled out.

mike_bio(301 - days ago)Page: User Management

Can I create many user accounts at once? Maybe uploading an .ldif file? Or can I use my contacts from Zoho mail?

jessica_wsi(301 - days ago)Page: How To - Project Setup

Is it possible to import projects from another project management program? If not, when will this feature be available?

proyectostde(303 - days ago)Page: Task Management

Hi, i can nat create a new task, and all the tasks that i was created i can not see it in the milestone view.... please help ...... i just can see the tasks in the dependence view....

symainnovation(303 - days ago)Page: How To - Reports Module

Hello,

Our company is a paying customer of Zoho Projects. It seems to me that it would be reasonably simple and VERY important for your customers to be able to have some control over how tasks are displayed in the Gantt Chart mode. This mode is what most people familiar with MS Project use to have a general visual overview of all project tasks, timing, etc.

At the moment, from what I understand, tasks are displayed in random order on the Gantt Chart at Zoho Projects. This makes the visualization confusing, while by adding a simple feature allowing users to move tasks around in Gantt Chart (as you can do with Task Lists in the Milestones section) it would be very easy and fast to organize tasks visually so that task flow and timing is clearly understood.

Another option would be to allow users to define this task order in Task List view (Report mode), and the Gantt Chart would display tasks according to this order.

I have been a long time user of Zoho Creator, and we have upgraded to a paid account at Zoho Projects for online management of several teams in multiple projects across four continents. Better control of the Gantt Chart feature would be extremely important for us, so we hope this can be included in your list as a priority.


Thanks and regards
Ricardo Andrade

lhsilva(304 - days ago)Page: Document Management

It seems like a user can only use 40MB. That is what the Disk Space Used meter at the top of the page shows as the maximum. Can the max be changed and if so how? If not, can that be added as a new feature?

annes1(304 - days ago)Page: Table of Contents

How do I change the name of my site? So not the project but the actual site itself? Thanks.

ushak(305 - days ago)Page: Table of Contents

This is because the milestones/tasklists flag would have been set as Internal instead of External. i.e Clients can view only the tasks & milestones that are set as External.

Set the milestone/tasklist flag as External, so that your project clients can view the milestones and tasks.

thefullerlife(305 - days ago)Page: Table of Contents

I am not able to share the milestones, tasklists with my clients. The clients after log in only get to see the project list on top but don't get to see anything in the dashboard or in the milestones and tasklists section.

Please help.

mboywang(306 - days ago)Page: How To - Tasks

Can you send one task to all other people, but they have to finish it individually, that is, everyone has their own task. Now, if I create a task for 5 person, any one close the task, everyone's task was also closed, I want everyone close it by themself.

uprasanna(307 - days ago)Page: How To - Settings

@jeffcprice

Click 'settings' link --> click 'company settings' tab --> click 'Date and time Format' button --> select the required date and time format --> click update format settings buttons.

jeffcprice(307 - days ago)Page: How To - Settings

I'm trying to change the date format in my Zoho Project to mm/dd/yyyy instead of dd/mm/yyyy.


I followed the insturctions above, but there is no such "Date Settings Button"


Here are the instructions I'm referring to:


"How to change date/time format ?


To change the date/time format,



Click Settings link on the top right corner of the window.

Click Date Format Settings button.

Select the required date and time format.

Click Update Format Settings button."

mapadigital(308 - days ago)Page: How To - Calendar Module

How do I set the schedule of working days of the company? In order to register to work Saturdays, Sundays and holidays are automatically ignored and the tasks are distributed only in the days of the week?

mapadigital(308 - days ago)Page: User Management

How can I assign hours of work for each person, so that it can not be assigned to work more hours than is available each user? For example, a user works 8 hours a day, but only 6 other works.

uprasanna(308 - days ago)Page: How To - Settings

Send your existing portal URL and newly required portal URL to support[at]zohoprojects[dot]com, so that we can do the portal URL change.

NOTE: No special characters allowed in portal URL.

simonbolz(308 - days ago)Page: How To - Settings

Also, if I do not want to log in via Google, what is my username and password? The Google info doesn't work...

simonbolz(308 - days ago)Page: How To - Settings

How do I change my portal URL? I need a different URL since I will be changing from a test account to an actually paid plan...

uprasanna(308 - days ago)Page: Table of Contents

Visit the URL mentioned below to know about clearing the project data and deleting the entire project.


http://zohoprojects.wiki.zoho.com/How-To---Project-Setup.html

uprasanna(308 - days ago)Page: How To - Settings

@mapadigital


Its not possible to change the login name. This is because login name is an unique string that is mapped across all other Zoho Services(except Zoho CRM) as most of the Zoho Products are under single sign-on.


Single sign-on is the ability to login into different products with the same user name and password.

erickblanc(308 - days ago)Page: Table of Contents

To whom it may concern:


How to I close an entire project and make sure all the files and links are deleted for ever? Do I need to delete each file one at a time???

Thanks

Erick

mapadigital(308 - days ago)Page: How To - Settings

How do I change my login name?

ole.kristian.ronningen(309 - days ago)Page: User Management

We need a user that cannot add task and milestones, and that will not be able to see other users' timesheets. Is this the client user?

uprasanna(309 - days ago)Page: Document Management

@shoresh,


Click on the document name to download the document. As of now, only one document can be downloaded at a time.

shoresh(310 - days ago)Page: Document Management

HOW can you download all of the files in my documents? How about forum posts?

uprasanna(312 - days ago)Page: Document Management

@six.pedrohenrique,

Yes, you can download all the files/documents uploaded into the documents module of Zoho Projects.

six.pedrohenrique(312 - days ago)Page: Document Management

Can I download all the files and backup my documents on my notebook?
Pedro/Brazil

uprasanna(312 - days ago)Page: How To - Meetings and Forums Module

jeannette.shaffer,

If a team member is not included as participant in a meeting, then that user will not receive e-mail notification regarding the meeting.

Apart from the meeting participants, meeting owner (who schedules the meeting) will also receive e-mail notification.

uprasanna(312 - days ago)Page: Settings

Andreas,

If uploaded logo is displayed within the application, then the logo will be shown in the login page.

Try uploading the logo once again and check whether the logo is properly reflected in the login page or not.

Still the problem persists, send your contact number and best possible time to support[at]zohoprojects[dot]com, so that I can contact you and assist you with the problem you face.

uprasanna(312 - days ago)Page: How To - Milestones

@electrick

Sorry that the date format failed to changed. Please send your contact number and best possible time to support[at]zohoprojects[dot]com, so that I can contact you and look into the date format problem you experience.

electrick(312 - days ago)Page: How To - Milestones

When you go back to the newly saved milestone under "tasks and milestones" you'll see the date is incorrect. Something is wrong with the conversion.

electrick(312 - days ago)Page: How To - Milestones

Also, to clarify my issue above, the conversion gets messed up after hitting the "update milestone" button.

electrick(312 - days ago)Page: How To - Milestones

I read the posts about the date format settings and I updated them from the company setting tab. Problem is, the program is not coverting the dates properly when selecting from the calendar for tasks or milestones. For example, I selected the "MMM dd yyyy" format, then selected Jan 15, 2009 date, but that's not the date that appears. Instead, the milestone date appeared as 31 December 1969.

Fabrice(312 - days ago)Page: How To - User Module

Too bad, an acces right config per file would be great.
Access rights could be defined at upload time

Excellent tool...

andreas_nuebel(313 - days ago)Page: Settings

Dear ZOHO support,

I uploaded a picture in "company settings" and noticed that it is not best formated. Sadly the new picture (that replaced the first one) is only shown to the users that are logged in to the system. The start page with login screen always shows the very first picture. Sadly I don't find a possibility to change this.
Would be nice, if you have a look on this.

Best,
Andreas Nuebel
FLO International e.V.

uprasanna(313 - days ago)Page: How To - Documents Module

cgbluebird

As of now, its not possible to turn off the comment feature while uploading a document.

In future we will consider providing the option of turning on and off the comment feature while uploading document.

uprasanna(313 - days ago)Page: How To - Settings

iwdadmin,

Its not possible for you to change the portal owner as the portal owner changes are done in our side.

Add the required user as administrator in the portal and then mail the user's email address to support[at]zohoprojects[dot]com, so that we can do the portal owner change.

Follow the steps mentioned above in this page to edit the user's role (How to edit organizational role for an existing user?) as administrator in the portal.

cgbluebird(313 - days ago)Page: How To - Documents Module

I have no need to provide a comment for every document--much less for every new version of every document. Can this requirement be turned off?

jbm.crealis.es(313 - days ago)Page: Task Management

I am also having trouble establishing precedence and showing tasks and milestones in general view

jeannette.shaffer(313 - days ago)Page: How To - Meetings and Forums Module

This comment is similar to addisonhoa's comment above. My team members do not want to receive an email when a meeting is scheduled and when the meeting is held for meetings that do not involve them. How can I turn off that feature? I only want the team members to receive an email when the event requires their attendance or involvement. Thank you!

iwdadmin(313 - days ago)Page: How To - Settings

how do I change the portal owner?

nicolebrown2006(314 - days ago)Page: User Management

I am trying to add a user as an "Admin." But when I click Add User, he never shows up and I'm getting an "Error on Page" on the bottom left corner. Can you help?

mitsuba7(314 - days ago)Page: How To - Calendar Module

Is there a way that I can see a weekly view with all projects and persons ? Like a summary ? I don't want to see individual tasks, but If I have 10 persons I could see their availability for that week. Also I create a fake person to mimic Events, training, special holidays etc.. That would help to see conflicts. thanks

uprasanna(315 - days ago)Page: How To - Meetings and Forums Module

erin_elchemy,

As of now, its not possible to tailor meeting timezone for particular user.

Meetings can be scheduled as per the company timezone and not on the basis of individual user's timezone.This is because timezone can be set only for the Organization and not for the users.

We will consider providing this option in future as per the priority.

erin_elchemy(315 - days ago)Page: How To - Meetings and Forums Module

Is there a way to tailor the meeting time zone for the specific user, rather than using the default setting for the company? For example, meeting participants are in different time zones and there is no indication what the time zone is, let alone allowing it to be configured for the user's settings.

addisonhoa(315 - days ago)Page: How To - Meetings and Forums Module

I am using the Meetings function to schedule Events (since there doesn't seem to be a way of scheduling a recurring event), so for example, every thursday the cleaning crew comes to our building. I don't need an email about that.

Is there a way to not send a reminder about meetings? Or to not have to specify participants.

Also, you could add a function that allows scheduling a recurring meeting not just by date but by day of the week, such as, "Board Meeting on the third Tuesday of every month."

uprasanna(316 - days ago)Page: How To - Reports Module

@addisonhoa


As of now, Task lists can only be re-arranged (sorted) and filtering option is not available.


We will consider this filtering option for task lists in our feature list and will keep you updated once this feature is rolled out.

uprasanna(316 - days ago)Page: How To - Reports Module

@tmattson


Please send your query in detail to support[at]zohoprojects[dot]com, and if possible send the screen shots for better assistance.

uprasanna(316 - days ago)Page: How To - User Module

@mike_bio, @ftiaxeto,


Currently, its not possible to restrict any particular project member from accessing file(s), task(s), note(s). And all the files, tasks and notes can be viewed by all the project members of that Portal (except Client User).


Thanks for your suggestion. We will take up your feature suggestions and consider providing the same in future as per the priority.

uprasanna(316 - days ago)Page: How To - User Module

Client user added in one project can be easily added to another project by selecting them from the "All Client User" drop down (without inviting them separately for that project).


This is because once a client user is added to a project, that particular client user will be added to the Organization (company) and will be available to be added in all the projects in that portal.

uprasanna(316 - days ago)Page: How To - Settings

@addisonhoa


To upload a logo, click 'settings' link on the top right corner --> click 'company settings' --> click 'Logo' and change the required logo.


Once done the uploaded logo will persist until the portal owner or administrator changes the logo. Please check once again and keep us updated about the same.

uprasanna(316 - days ago)Page: Settings

@addisonhoa


To change the email address, login to http://accounts.zoho.com --> click "My Email Ids" on the left side menu --> Click "Edit" link to the right of email address and change the email address.

uprasanna(316 - days ago)Page: How To - Documents Module

1. Can I create a folder inside another folder?

As of now, its not possible to create folder within another folder (sub-folder).


2. And can I delete tags from the popular tag list?

No, tags cannot be deleted from the popular tag list. Popular tag list is to display the mostly used tags.


3.Also, is there a way to list folders alphabetically instead of in order of creation??

As of now, its not possible to list folders alphabetically. This option will be provided in future as per the priority.

addisonhoa(316 - days ago)Page: How To - Reports Module

And, in Task List View, you CANNOT filter by owner. You can only SORT. Is there a way to filter?

ftiaxeto(316 - days ago)Page: How To - User Module

Adding on the above comment: when I add a task, I get to pick members and owner for the task. But in the members list, there is *always* the 'any user' selection. Why can't I select only some users to be able to see the task?

Same goes for the files- all project members have access to view them.


Since we want our company to move all our project data online, we need to have some data on the project, that not all members can see.


Any form of data will do- a file, a task, even a note. We we must be able to restrict the access to it.


How can we do this?



Is there any

mike_bio(317 - days ago)Page: How To - User Module

Hi.
We need to have some tasks and/or milestones that are visible only to project owner/manager and not simple project members. Client users is not enough.

For example we need project members that can log time in a project but will not be able to see some aspects of the project (i.e. financial date).

Is this possible?

adambrissman(317 - days ago)Page: How To - Calendar Module

I am interested in seeing all of the milestones as a bar throughout the calendar for all projects as you say should happen but it seems not to be working. It is very important for us to see all current projects throughout the whole company on one calendar to plan workload accordingly. When will this be fixed/addressed?

addisonhoa(317 - days ago)Page: How To - Settings

I uploaded a logo, then uploaded a newer one. But once I log out, it defaults back to the original one I uploaded. Is there a way to change to a new logo and have it save that way?

addisonhoa(317 - days ago)Page: Settings

I have a new email address since I started using zoho. I am the Admin, but I cannot find where to change my email address.

Is there a way to do this?

addisonhoa(317 - days ago)Page: How To - Documents Module

Also, is there a way to list folders alphabetically instead of in order of creation??

addisonhoa(317 - days ago)Page: How To - Documents Module

2 questions:
Can I create a folder inside another folder? And can I delete tags from the popular tag list?

tmattson(318 - days ago)Page: How To - Reports Module

Why do the reports not come out in order? Even exporting the tasks comes out mied up.

uprasanna(319 - days ago)Page: How To - Tasks

Recurring tasks:

As of now, its not possible to create recurring tasks in Zoho Projects. Recurring task option will be provided in future as per the priority.

Email Alert:

Email notifications are sent to the users (Project Members) while creating/editing a task.

thefullerlife(319 - days ago)Page: How To - User Module

Is there a way to get clients of a specific project to become clients of other projects easily? Or do we have to invite them separately for all the projects?

natorres(319 - days ago)Page: How To - Tasks

Is it possible to create more than one alert (e-mail) for a task, so that the people involved may be notified at tha launching of the task and after that, until the end date reaches or the task is open?

natorres(319 - days ago)Page: How To - Tasks

Is it possible to create recurring tasks (tasks that repeat each day, week, month,..)?

uprasanna(319 - days ago)Page: How To - Tasks

@medtouchmain,

As of now, its not possible to associate meeting with milestone or task. Only the documents and forum posts can be associated with tasks.

mateo.squared(319 - days ago)Page: Project Calendar

Can clients see the full Calendar view?

medtouchmain(319 - days ago)Page: How To - Tasks

Is it possible to associate a meeting with a milestone or task?

bcmayes(319 - days ago)Page: How To - Milestones

How can I complete a milestone with a date other than today's date? I have a project that includes a long period without network or even computer access, but some milestones will be completed during that time. The completed date should reflect that.

bcmayes(319 - days ago)Page: How To - Tasks

How can I close a task with a date other than today's date? I have a project that includes a long period without network or even computer access, but some tasks will be completed during that time. The closed date should reflect that.

uprasanna(320 - days ago)Page: How To - Project Setup

As of now, its not possible to upload MS Projects into Zoho Projects.


Ability to import MS Project into Zoho Projects is already taken up in our feature list and will be rolled out in future.


I will keep you updated once this feature is rolled out.

uprasanna(320 - days ago)Page: How To - Milestones

nodea_lopez,


Milestone can be deleted only be the Administrator, Project Manager & the milestone owner. If you are not an administrator, project manager or milestone owner then you cannot delete the milestone.


In that case, ask either the admin, manager or milestone owner to delete the milestone.


And as of now, milestone can be deleted only by clicking the red cross "delete" icon.

nodea_lopez(320 - days ago)Page: How To - Milestones

i added a new milestone but it happened that i added 2 with similar title, i want to delete the other one, but unfortunately i wasn't able to do so, because the icon for delete did not appear when i moved the cursor over the title. Is there any other way to delete it?

Guest(320 - days ago)Page: How To - Project Setup

Can I upload an MS-project plan into Zoho Projects? Thanks

maximusj(320 - days ago)Page: How To - Meetings and Forums Module

It seems that client users cannot see post detail in the Forum view. Their Dashboard view shows a truncated post under "Recent Forum Posts" and clicking on "More" jumps to the "Forums" view, which shows the subject of the post, the name of the poster and the date they posted. However, it does not display the post itself. Strangely, the client is able to see the content of the post if they click on the "Add a comment" link but of course they should not be required to do this.

uprasanna(321 - days ago)Page: How To - Meetings and Forums Module

@ maximusj

Ability to schedule Skype meeting from meetings module of Zoho Projects is not possible as of now.

We will analyze the possibilities of providing Skype meeting from Zoho Projects meetings module and if feasible will provide the same for Zoho Projects.

maximusj(321 - days ago)Page: How To - Meetings and Forums Module

Are there any plans to expand the Meetings Module of Zoho Projects to match features of Zoho Meetings service, especially the ability to schedule a Skype meeting?

uprasanna(322 - days ago)Page: How To - Settings

@dmitch,

Log on to your Zoho account (https://accounts.zoho.com) and click on the 'My Email IDs' link present on the left panel.

Click "Edit" link to the right of the email address, change your email address and click "Save" button to successfully change the email address.

dmitch(322 - days ago)Page: How To - Settings

How do I change my email address?

a.agostini(326 - days ago)Page: How To - Tasks

manish, i also tried your suggestion but it does not work....
there is something wrong between

3. Created tasks will be displayed in the chronological order.
and
4. Enter the serial number of Task1 ...

a.agostini(326 - days ago)Page: Project Calendar

if any user attends a meeting (1 hour), will it be shown in the timesheet of the billable/nonbillable hours?
if not, according to your experience, what do u suggest in order to measure and monitor the time spent in meeting?

thanks...ale

crossbow42(329 - days ago)Page: How To - Tasks

Also, if I change the duration of a task, the child tasks' start and end dates should change to reflect this, rather than me having to go in by hand and change every start date.

crossbow42(329 - days ago)Page: Task Management

What are "child" and "parent" tasks? Are these anything like dependencies? Without dependencies, and automatically updating start/end dates, project management software is way more trouble than it is worth.

uprasanna(329 - days ago)Page: How To - Project Setup

gregoryy

Yes, the information associated with archived projects can be accessed.

Click required project under Archived Projects and add/edit/delete the project information.

gregoryy(329 - days ago)Page: How To - Project Setup

Is the information, associated with archived projects, accessible for review after the project is archived?

uprasanna(333 - days ago)Page: Document Management

@offerme.com.au

As of now, its not possible to link the files created in other Zoho programs like Zoho Writer or Zoho Sheet with Zoho Projects.

Documents has to be either uploaded or created in Zoho Projects.

offerme.com.au(333 - days ago)Page: Document Management

can we link the file created by other zoho programs like zoho writer?

manish.s(333 - days ago)Page: How To - Tasks

Thanks, Prasanna. I tried this but something is amiss here. Why / how should I to define a Start date when there is a dependency and a predecessor. I should be able to define predecessors without needing to enter a start date, shouldn't I.

uprasanna(333 - days ago)Page: How To - Tasks

@manish.s

Yes, it is possible to set dependency between tasks. To create task dependencies,

1. Go to Tasks & Milestone, Create tasks with duration. (i.e start & end date)
e.g: Task 1 (Dec 3 to Dec 4), Task 2 (Dec 5 to Dec 6).
2. Click Dependency View tab.
3. Created tasks will be displayed in the chronological order.
4. Enter the serial number of Task1 in the predecessor column of Task2 to make the tasks (Task1 & Task2) dependent.
5. Once done Task1 will be the Parent & Task2 will be the child of Task1.

Similarly, you can create dependency between other tasks also.

manish.s(334 - days ago)Page: How To - Tasks

how do you create dependencies?

manish.s(334 - days ago)Page: How To - Task List

How do you create dependencies?

uprasanna(335 - days ago)Page: How To - Documents Module

@lon.a.goldstein

When you create a project, three folders namely All Files, Discussion and a folder in the project name will be created by default.

All files and Discussion folder cannot be deleted, as they are system folders. But you can delete or edit the folder created in the name of the project.

lon.a.goldstein(335 - days ago)Page: How To - Documents Module

Why can't I seem to delete the "Discussion" folder? Is this some sort of system item? I don't believe I created it.

uprasanna(336 - days ago)Page: Project Timesheet

No, its not possible to view timesheet that has log hours for all users at once. You can only view timesheet data for each user separately.

mike_bio(336 - days ago)Page: Project Timesheet

Thank you for your answer. I have another question.
Can I see a timesheet that has the log hours for ALL users at once?

uprasanna(336 - days ago)Page: Project Calendar

@msl_atlanta

As of now, print option is not available in Zoho Projects. Instead you can make use of the browser's print option to print the calendar available in Zoho Projects.

msl_atlanta(336 - days ago)Page: Project Calendar

What is the best way to print the calendar? Is there a print view?

mike_bio(336 - days ago)Page: How To - Calendar Module

@Prasanna
I add a Milestone. I see it added my work calendar. But when I copy and paste again the gcal URL to my Google Calendar, the new added Milestone does not appear.
I must also note that the Gcal link on the work calendar page remains the same after I add the new Milestone. So what is the point to copying and pasting it again into Google Calendar?

Having a collaborative calendar (Google Calendar) that syncs with our project management system is very important for us.

uprasanna(337 - days ago)Page: Project Timesheet

No, its not possible for project manager or administrator to log hours for contractors or any other user.

i.e. Project Members can log time only for the tasks they worked on and not for other members.

uprasanna(337 - days ago)Page: How To - Calendar Module

For Google Calendar, you must copy & paste the gCal URL each time to get the Zoho Projects events in Google Calendar.

i.e. If you create a milestone in your Zoho Projects, then you must copy & paste the gCal URL, in order to get the newly created milestone in your Google calendar.

uprasanna(337 - days ago)Page: How To - Milestones

@ kmcmahon

Yes, you can create a task list template and use the template in various projects within the portal.

To create a task list template,

1. Click "Settings" link on the top right corner of the window
2. Click "Task Template" tab.
3. Click "New Task List Template" button.
4. Enter the Task list name and click "Add Task List Template" button.

Once created, follow the steps mentioned below to use the task list template for creating a new task list.

1. Click "Tasks & Milestones" tab.
2. Click "New Task list" button.
3. Click "choose from template" link.
4. Select the required template from the drop down
5. Select the related milestone and click "Add Task list" button.

mike_bio(337 - days ago)Page: Project Timesheet

Is there any way that I -as a project manager and administrator- can log hours for contractors? I mean, without them having to log in and input the hours themselves?
Thank you in advance.

mike_bio(337 - days ago)Page: User Management

Our company needs a kind of user that cannot add task and milestones, and above all, a kind of user that will not be able to see other users' timesheets.
Is that possible?

mike_bio(339 - days ago)Page: How To - Calendar Module

"Once done Zoho Projects calendar will be synchronied with Google calendar."

Does this mean that after I do this, if I add a Milestone on a project, it will show up also in Google Calendar automatically?

OR each time I add sth to my project Calendar, I must copy and paste tis url in Google Calendar?

Thank you in advance.

kmcmahon(339 - days ago)Page: How To - Milestones

I have many projects that will require the same task lists so I want to create the task list once, then import the task list to various projects. How is this done

uprasanna(340 - days ago)Page: How To - Milestones

lephong

As of now, its not possible to make one milestone dependent on another milestone or a task list dependent on another task list.

Only tasks can be made dependent on each other.

lephong(340 - days ago)Page: How To - Milestones

Is it possible to make one Milestone dependent on another milestone? Is it possible to make one task list dependent on another task list?

pablo.chacin(341 - days ago)Page: Task Management

Why are tasks in the milestone tab not shown in the precedence view and the other way around? I would like to put dependencies in tasks that I associate to milestones!

uprasanna(342 - days ago)Page: How To - Project Setup

No, archived projects are not taken into account for the total number of projects.

Only the active/live projects are taken into account for the total number of projects in any plan.

magnifi(342 - days ago)Page: How To - Project Setup

Do archived projects count towards the total number of projects offered within each service level (i.e. Standard level includes 20 projects)?

uprasanna(344 - days ago)Page: How To - Milestones

No, as of now notes can only be added to tasks & meetings and not for task list.

kumarm(344 - days ago)Page: How To - Milestones

Thanks. This works.
Is it possible to add notes to a task list?
I have a task list with multiple tasks and want to add a note that applies to all tasks in the task list

uprasanna(344 - days ago)Page: How To - Milestones

@ kumarm,

As of now, its not possible to have recurring task. Recurring task options is already taken up in our feature list and will be provided in future.

Follow the steps mentioned below to add notes to a task,

1. Click "Task Action" icon displayed to the right of the task.
2. Enter the required description/notes to the task.
3. Enter "Add Note" button.

Once done description will be added to the task.

uprasanna(344 - days ago)Page: How To - Documents Module

@ smshogren

100 MB of storage space is available in FREE version. You can upload files/documents into Zoho Projects (for single project free version) up to 100 MB.

uprasanna(344 - days ago)Page: How To - User Module

@ smshogren

No, its not possible for anyone (general public) to access the projects. Only the users and client users added to a project can access the projects.

kumarm(344 - days ago)Page: How To - Milestones

How do I add description or notes to a task?

kumarm(344 - days ago)Page: How To - Milestones

Is it possible to set a recurring task?

Example - I am doing e-mail marketing and want to send e-mails to a contact list once every 2 weeks on a Tuesday.

I want to create a recurring task occuring every 2 weeks Tuesday for the next 6 months.

I am aware that I can create a recurring event. But, this task of sending e-mails does not need to happen at a particular time on that date and if I do not complete the task, the task should remain so that I can cross it off the next day after I complete it.

Is this possible?
If not, is this a planned feature for the product?

s.sanderson(346 - days ago)Page: How To - User Module

I have two email accounts that have been invited to different projects and I would like to consolidate them under one login. When I try to add my second email to My Email IDs, I get an error message stating "Email address already exist[sic]" Is there a way to access both projects from one account?

smshogren(346 - days ago)Page: How To - Documents Module

How much storage space is available to us for uploading documents into Zoho Project (in the single-project free version)?

smshogren(346 - days ago)Page: How To - User Module

Is access to the project limited only to users and clients, as we define them? Is it by our invitation only, or can anyone in the general public access any project details?

uprasanna(348 - days ago)Page: How To - User Module

@ bocoughlin,

Only the respective client user(s) can reset password and resend email confirmation mail.

To reset password,

1. Visit http://projects.zoho.com and click on "Forgot Password" option.
2. Enter the email address to which the password reset link has to be sent.
3. Click the link received in the email and reset your password.

To resend confirmation email,

1. Visit http://accounts.zoho.com
2. Login with your user name and password you use for logging into your portal (projects account)
3. Click "My Email IDs" on the left side menu.
4. Click "resend confirmation mail" icon (shown to the right of the email address) to resend the confirmation email.
5. Click the link received in the email and confirm your email address.

uprasanna(348 - days ago)Page: How To - Milestones

@user10,

Date format change is working fine. Steps to change the date format is mentioned below. Please verify whether you carried out the same steps or not.

1. Click "Settings" link on the top right corner of the window.
2. Click "Company Settings" tab
3. Click "Date Format Settings" and select the required date / time format.
4. Click "Update Format Settings" button.

Once done the date format will be changed.

If the date format fails to change after following the above mentioned steps, then send your contact number to support[at]zohoprojects[dot]com, so that I can contact you and look into the issue you face.

kmotsinger(348 - days ago)Page: How To - User Module

Thank you for your response to my earlier post. I am sorry I was not more specific. We do not need/want our clients to have access to this system, so we will not be sending them invites or creating logins for them. But we do still need a way to create client profiles without them having to manage it. Our clients are fairly high-profile, and CEOs do not spend the time making sure their profile is up-to-date for our convenience. We take care of all that internally.

bocoughlin(348 - days ago)Page: How To - User Module

Zoho is really quite good. My "clients" however may not be (are not) as technically apt as some. And may lose passwords, not verify email address etc. How can I reset password, or resend email address confirmation to a client?

user10(349 - days ago)Page: How To - Milestones

Changing the date format to U.S. does not seem to work?

How do I do that?

Found the place in "Profile" but it does not seem to work.Thank you.

uprasanna(349 - days ago)Page: How To - User Module

Thanks for your compliments. Follow the steps mentioned below to associate a client to a project.

1. Login to your portal.
2. Click the project (from the project panel on the left side of the window) to which the client has to be associated.
3. Click "Users" tab and click "Add Client User" button.
4. Click "Add Project Client" link, enter the client company name, client email Id and click "Update Project Client Users" button.

Once done the client user will receive login credentials via mail with which the client user can start accessing the project.

After logging into the project, the client user can update his/her contact information.

uprasanna(350 - days ago)Page: How To - Milestones

As of now, its not possible to send tasks to the project task page via email.

This option is taken up in our feature list and will be provided in future as per the priority.

uprasanna(350 - days ago)Page: How To - Documents Module

No. As of now, an uploaded document can be accessed/viewed by all the project members as well as the client users included in the project.

paul.tyrrell(350 - days ago)Page: How To - Milestones

Is it possible to send tasks to the project task page via email, as it is in the planner application?

ben_smithson(351 - days ago)Page: How To - Documents Module

Is there a way of uploading a document and only making it accesible to myself and/or an ability to hide it from my clients/other users?

uprasanna(351 - days ago)Page: How To - Calendar Module

Synchronizing Zoho Projects Calendar with Outlook is under progress and will be rolled out in future.

I will keep you informed once this feature is rolled out.

uprasanna(351 - days ago)Page: How To - Milestones

As of now, only individual tasks can be added under the dependency view of a project and not the task list template.

ben_smithson(351 - days ago)Page: How To - Calendar Module

if it could be sync'ed with outlook that would be great for our needs

kmotsinger(353 - days ago)Page: How To - User Module

I really like the project suite and would like to move all of our internal project management over to Zoho. However, there seems to be something pretty crucial missing, and that is the ability to set up a client (a company or person) profile with relevant contact information and associated it with a project.

sgrieve1(354 - days ago)Page: How To - Milestones

Can you add a task list template to a project while under the dependency view instead of individual tasks?

uprasanna(354 - days ago)Page: How To - Milestones

Due to design constraints, it is not possible to save predecessor settings in task template.

sgrieve1(354 - days ago)Page: How To - Milestones

Can you save the predecessor settings as a task template? I can save my task list and pull it up and use it again, but all of my predecessor settings do not save. It is extremely time consuming to have to input that information over and over again (considering it isn't the easiest thing to do in the first place) when you are managing several projects.

uprasanna(355 - days ago)Page: How To - Milestones

@Miguel Garz

Yes, it is possible to set task predecessors. You can create task predecessors in the dependency view under Tasks & Milestones module.

1. Create tasks with duration i.e start & end date
e.g Task 1 (Dec 3 to Dec 4)
Task 2 (Dec 5 to Dec 6)
Task 3 (Dec 7 to Dec 8)

2. Click Dependency View tab.
3. Created tasks will be displayed in the chronological order as shown in step1.
4. Enter the serial number of Task1 in the predecessor column of Task2 to make the tasks (Task1 & Task2) dependent.
5. Once done Task1 will be the Parent & Task2 will be the child of Task1.

Similarly, you can create dependency between other tasks also.

miguel.garz@zoho.com(355 - days ago)Page: How To - Milestones

Hi I Would like to know if it is possible to set tasks predecessors and ancestors. It is a very needed feature, is there something like this implemented?
Regards,
Miguel Garz

gregheth(355 - days ago)Page: Project Reports

This is the help page for timesheet. Where is the Reports help page?

uprasanna(356 - days ago)Page: How To - Meetings and Forums Module

Yes, Forums Module of Zoho Projects is the place where project members can post questions and others can reply back to the questions & also add comments.

To know how to use the Forums module, check the video in below mentioned URL,

http://projects.zoho.com/html/Projects-Forums-Video.html#ProjectForums

uprasanna(356 - days ago)Page: How To - User Module

If a user loses his/her password, then the user can follow the steps mentioned below to reset the password.

1. Visit http://projects.zoho.com and click on "Forgot Password" option.
2. Enter the email address to which the password reset link has to be sent.
3. Click the link in the email and reset your password.

Once done the user can login to his/her projects account using the new password & login name.

sandranam(356 - days ago)Page: How To - User Module

if a new user was added and lots their email that had the login and password, how can that be resent??

sophic(356 - days ago)Page: How To - Milestones

is there a way to add sub-tasks in a hierarchal fashion?

katkalkan(357 - days ago)Page: How To - Meetings and Forums Module

This is where people can ask question and posts comments either of you or other participants. Correct? How will you use this?

wbaile(358 - days ago)Page: Document Management

a question is that when one uploads a document is there functionality to allow comments which might appear when others view the document..such as what is its purpose, what salient points are in the document etc. Thanks

uprasanna(363 - days ago)Page: How To - Calendar Module

@ivtang


As of now, excluding public holidays from Calendar View or Timesheet is not possible.


We are working on Customization feature for Zoho Projects and once this feature is rolled out the users can define their working days & public holidays.

ivtang(363 - days ago)Page: How To - Calendar Module

Notice that the Calender view or the Time calculations does not exclude Public Holiday, therefore the available days to complete task is inaccurate ? is there any way to key in public holiday and let the task allocated date to exclude Public Holiday?

uprasanna(369 - days ago)Page: How To - Calendar Module

Steps to synchronize Zoho Projects calendar with Google Calendar.

1. Login to your portal.
2. Click "My Work Calendar" link in the Home Page.
3. Right click on the gCal link provided at the bottom of the "My Work Calendar" Page and click "copy link location" from the menu.
4. Login to http://calendar.google.com
5. Click "Add" link under Other Calendar menu on the left side of the window and select "Add URL" option from the menu.
6. Paste the copied gCal link and click "Add" button.

Once done Zoho Projects calendar will be synchronied with Google calendar.

Guest(369 - days ago)Page: How To - Calendar Module

When I click gCal link in my Explorer the system tries to connect it with my outlook. However when I open it with firefox it gives me a choice of Outlook or 30 Boxes. I do not see how to link it with Google Calendar. Please explain in detail.

prascalib(370 - days ago)Page: How To - Calendar Module

@qaftab

Currently Zoho Projects calendar can be synchronized with Google Calendar and not with Outlook. Synchronizing Outlook with Zoho Projects calendar is in our feature list and will be rolled out in future as per the priority.

Steps to synchronize Zoho Projects Calendar with Google Calendar:

1. Login to your portal.
2. Click "My Work Calendar" in My Home page.
3. Use the iCal / gCal link on the bottom of the "My Work Calendar" page to subscribe with the external calendar (Google Calendar).

qaftab(370 - days ago)Page: How To - Calendar Module

I am also looking for ways to synchroize my zoho calendar with my outlook calendar. Let me know if it is possible.

It would also be great if I could synchronize zoho calendar with my google calaneder.♠

janet_macdougall(370 - days ago)Page: Project Calendar

can the calendar be customized? ie: designate non-working days, allow more text to be soon for task?
can the gantt chart be customized to show days of week?

mikezhang.cn(371 - days ago)Page: User Management

I add 10 users, and set them as exployee, but I find everyone can add task/milestone...

Can I control it?

uprasanna(371 - days ago)Page: How To - Project Setup

New Project link is not available in Zoho Projects Demo Account. To create a new project, Sign up for Free at http://projects.zoho.com.

To view the clients info, log onto your portal, click "settings" link on the top right of the window and click "client view" tab to view the client company and client users in an organization.

jehangir(371 - days ago)Page: How To - Calendar Module

If we get the facility to synchronize the calendar and tasks with Out Look, then i Zoho can be very effective for our company.

demo_zohoproject(373 - days ago)Page: How To - Project Setup

Can't find the "new project" button.

Also - what about contact info fields -client information?

newbizviz(377 - days ago)Page: How To - Milestones

Is there a method to mark projects complete but record the actual day that they were completed instead of today's date. If I do not get to logon every day then I have incorrect data in my reports because tasks that are shown as over running actually did not.

uprasanna(377 - days ago)Page: User Management

No. This is because the login credentials (user name & password) are sent to the user via email with which the users can login and start accessing the project(s).

jane.best(377 - days ago)Page: User Management

Is there a way to add users without sending them an email? Some of my 'users' aren't people I want to be able to access this as there's no need. Thanks

uprasanna(378 - days ago)Page: How To - User Module

The difference between normal user and client user lies in the access privilege.


A normal user can access all the modules of a project whereas client user can access only limited modules like Dashboard, Tasks & Milestone, Documents and Forums.


Client users can view a milestone and its associated tasks only if that particular milestone is set as external.


This access privilege is to avoid the confidential data (like timesheet, reports) being exuded to others.

chadlupkes(378 - days ago)Page: How To - User Module

chadlupkes(378 - days ago)Page: How To - User Module

Can you post some description on what the difference is between a regular user and a "client" user?

uprasanna(379 - days ago)Page: User Management

You can delete users from the project as well as from the organization.


To delete user(s) from a project,


Click on the required project, click "users" tab and click the "red cross delete icon" shown to the right of the user name.


To delete user(s) from the organization,


Click "settings" link on the top right corner of the window, click "People view" tab and click on the "red cross delete icon" shown to the right of the user name.

jamball77(379 - days ago)Page: User Management

Is there a way to delete users. If not, because this would create orphan records, can you change their role to inactive and hide the icon.