Zoho Projects
How can I access the Zoho Projects mobile app?
The Zoho Projects mobile app is available on Google Play Store and Apple App Store. Zoho Projects Mobile App for iOS iOS Zoho Projects Mobile App for Android Android
How can I save the comments in a template that I create in a tasklist?
No, you cannot save the comments in a template because the Task Template does not support ownership, duration, notes or comments and documents or forums association.
How do I delete the saved task templates?
The task templates can be deleted by the Portal Owner, Administrators, and Managers. Learn More.
Is there a way to change the portal settings?
Yes, you can change the portal settings. Learn more.
Can I change the portal owner in Zoho Projects?
Click Org Settings and then click Portal Settings to access your portal settings. Note: Only users with Admin role will be listed in the Select New Portal Owner drop-down. This updates the new portal owner. And the Portal Owner change is enabled only ...
How to backup or export the project information?
Click Setup > Data Administration, and then select Data Backup. Click Export to backup the project information. Once the backup process is completed, you will receive an email with the link to download the project information. Learn more.
Where do I create the Task list Template. Is this option available in Zoho Projects?
Yes, the Task list Template option is available in Zoho Projects. Learn more.
Can I configure notifications for any task or milestone activity?
Yes, you can configure notifications for any task or milestone activity. Learn more.
Is it possible to configure the default approval status for timesheets?
Yes, you can set the default timesheet status to Billable or Non Billable. Click Setup > Portal Settings > Company Profile, and then click Configuration, to access your portal configuration. Learn more.
Can I add vacations and holidays in the project business hours?
Yes, it's possible to configure holidays in the project calendar. Learn more.
How can I synchronize my project milestones and meeting with the calendar in Zoho CRM?
No, it is not possible to sync the project milestones and meetings with the calendar in Zoho CRM.
How can I synchronize my project milestones and meetings with Google Calendar?
The tasks, meeting and milestones assigned to you across all the project can be seen in the Google Calendar with the help of the gCal link available in the Calendar tab.
Can I invoice the project from Zoho Invoice?
If you are the Portal Owner, you will be able to create invoice for the billable timesheet entries from Zoho Invoice.
Yes, you can integrate with Github and host your repositories, view source commits and make code changes. Learn More.
If you don't access your configured Dropbox account for more than 15 days, the sync process will stop.
Can I integrate with Github and collaborate?
Yes, you can integrate with Github and host your repositories, view source commits and make code changes. Learn More.
What are the third party products integrated with Zoho Projects?
Zoho Projects is integrated with a bunch of third party tools such as Dropbox, Google Drive, Github, Bitbucket, and more such apps.
Do you support CRM task integration?
Yes, we do. You can add tasks in Zoho Projects and save it to Zoho CRM directly with this integration. Two-way sync is also enabled between Zoho CRM and Projects. The task updates and comments are synced as and when there are changes. Learn More.
Do you support Office 365 integration?
Yes, we do. You can import your Office 365 users to Zoho Projects at both project and portal levels. Learn More.
Can I share contacts between CRM and Project?
Contacts can be imported from CRM into Projects once these services are integrated with each other. Import contacts from Zoho CRM.
Is there a way of combining Zoho Projects and CRM?
Zoho Projects and CRM can be integrated with each other. Refer the link mentioned below to integrate these two services. Activate Zoho Projects for your CRM account.
Can I file issues in Zoho Projects from Zoho Desk?
Yes, you can file issues from Zoho Desk if it is integrated with Zoho Projects. Learn more.
Can I import empty tasks and its dependencies?
No. You cannot import empty tasks and its associated dependencies into Zoho Projects.
How are independent tasks imported in Zoho Projects?
When independent tasks are imported, the MPP filename will be set as the default task list name for such tasks. Learn More.
What versions of MS Projects are supported in Zoho Projects Import?
The supported versions are MS Project 2003, 2007, 2010, 2013 and 2016.
Can I import associated notes, priority and percentage completion, constraints?
Yes. Notes, percentage completion, and priority will be imported from your MPP file. But the constraints of a task will not be imported, as Zoho Projects does not currently support this feature.
Can I import subtasks from my MPP file?
Yes. You can import subtasks from your MS project files into Zoho Projects. Learn more.
How to pin my forum post on top?
When creating a forum post, you can select the 'Make it as a sticky post' check box to display your forum post on top.
How to send email alerts to all the project users when I post a forum topic?
To send email alerts to all the users in your project, you can select the 'Make it as an announcement' checkbox. By choosing this, all the project users in your portal will receive an email notification, when you post a forum topic.
How to send email alerts to selected users when I post a forum?
To notify specific users when you post a forum, you need to mention the requisite users name in the Send notification about the topic field. Now, your forum post will only be visible to the selected users.
Why don't I receive any notifications when a forum is been posted?
You need to enable the email notifications to get notified when a forum is posted. To do this: Click the Setup icon in the upper-right corner of the page. Go to User Preferences > Notifications > Email Notification > Other Notifications and turn on ...
How to disable forum notifications to my clients?
While creating a forum post, you can deselect the 'Make it as an announcement' checkbox to disable the email alerts to your client users.
I need to attach files in my forum post, where will I find it?
In the forum post, you will find the Drop files or add attachments here field, from where you can add files to your forums.
How can we view Timesheet report across projects?
You can view your timesheet report across projects based on the project, user etc. Select My Timesheet in Home. Apply Filter to view timesheet report across projects.
How to filter timesheet based on date and user?
You can filter your timesheet date-wise and user-wise. Learn more to know, how you can group timesheet by user and date.
How to log time for an entire week in your timesheet?
You can log entries for an entire week. To do this: Navigate to Projects->your project->Timesheet. Click Add log time and select Weekly Log time. Specify the log details. Click Save and Add New to proceed.
Is it possible to log the time entries for future dates?
No, you cannot log time entries for future dates.
Can a client user log a time entry?
Since the Timesheet tab is not accessible to the client users, they cannot log entries.
Who can approve the timesheet entered by the users in a project?
Only the Portal Owner, Portal Admin and Managers can approve the timesheet entered by the users in a project.
How can I export my timesheet?
You can export timesheet for a specific project and across projects. Learn more on how to export.
How to filter the users who have unlogged entries?
You can filter the users those who have unlogged entries. To do this: Select My Timesheet in Home. Apply filter and select the Unlogged hours. Your filter result will display the users who have unlogged entries.
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