Zoho Projects
How do I enable the approval process for timesheet?
Here are the steps that will help you enable the approval process for your timesheet: In Settings, select the Org Settings. Enable the Submit with approval in the Timesheet approval process tab. It is available both in the Premium and Enterprise plan
How to create my project budget?
Project budget is created based on the amount or hours that you mention while creating your project. Learn more.
How to create invoice and expenses?
You can create invoice and expenses using the following steps specified in our guide.
Can I generate invoice for multiple users?
Yes, you can generate invoice for multiple users in one go using the multi-user select option. Learn more.
Can I create invoice across projects?
No, you can create invoice only within the project and not across the projects in your portal.
I'm unable to delete a client user and add them as a project user. Why ?
The message User already added as client to this organization is displayed because you have deleted (removed) the user only from the project and not from the entire organization. You must delete the user from the organization to add them again as a ...
Can I delete a project user and add him/her as a client user and vice versa?
Yes. You can delete a project / client user and add them again as a client / project user. Learn more on how to add a client user. Learn more on how to add a project user.
I was invited to join a portal but could not find the invite mail?
The invite mail is a system generated mail sent from Zoho Projects along with the username and password. We request you to check your SPAM folder for the invite mail. If you are unable to trace the invitation please mail ...
Is it possible to modify or define user profiles?
Yes. You can create and edit user profiles based on business requirements. Learn more.
If I delete a user, what happens to their tasks or bugs?
If you delete a project user, all their tasks, bugs, and other project activities will still be available. And the Portal owner can assign it to another project user.
Who is a viewer and how do I add viewers to my project?
Say, you are viewing a public project frequently where you haven’t been added as a user yet. In this case, you will be considered as a VIEWER of that public project and your details will show up in the ‘Viewers’ tab when any of ...
Who is a follower and how do I add followers to my project?
Say, you have started following a PUBLIC project recently and you are not the user in the project as well. In this case, you will be considered as a FOLLOWER of that public project and your details will show up in the ‘Followers’ tab when any of the ...
Why am I not seeing the Resend Invitation link for all the users that I have added in my project?
The Resend Invitation option will be displayed only for the users who have not logged into Zoho Projects account. If you have used the link to resend the invite, then it would show up again after 24 hours only. i.e. This Resend Invitation option can ...
Can I associate my clients with multiple companies?
No, you cannot associate clients with multiple companies.
I need to add multiple users for the same role at one time. Can I do this?
Yes, you can also add multiple users from the global setup. To do this: Navigate to > Manage Users > Portal Users. Click Add User. Enter the email id's of the user's whom you want to include in the project by separating every email id with a comma. ...
How do I import users from CRM?
In the Users tab, click the Other Actions icon and select Import from CRM. Enter the details and import users from Zoho CRM.
Being a client user, I am not able to see the tasks in a project?
You cannot access the tasks in a project since the milestone/tasklist to which the task is associated with is not marked as External. Learn more on how to change the milestone flag.
What are the color codes that represent my project activities in the calendar view?
Here are the colors that represent the different project modules: Blue - Milestone Green - Task Orange - Bug Purple - Event
How to create project activities within the calendar view?
To create your project activities right from your calendar view, you can just click on the required date and create a task, milestone or bug.
How can I view the recurring tasks in the calendar tab?
Only when the recurring tasks are active in your projects, you can view them in the Calendar tab. Just, click the task and view the task details page.
Can I sync the Zoho Projects Calendar with other calendar apps?
Yes, you can sync the calendar with iCalendar, Google Calendar and MS Outlook. Learn more.
Is issue tracking module available as part of free plan?
Yes, the issue tracking feature is available in the free plan. But, you can access the Issues module only in a single project.
What is a Business Rule? How can I define business rules for my project?
Business Rule is a filter that you will apply to your issues to organize them. You can define Business Rules that will enable you to classify the issues and perform actions such as changing the severity, status, module, classification and assigning ...
Is it possible to import the custom fields for issues within a project?
Yes. we do have a option to import the issues along with custom fields. The supported file formats are XLS, XLSX and CSV file.
Is there a consolidated view to see the issues assigned to me across all projects?
Yes. My Issues view provides a consolidated view of issues assigned to you across all the projects.
Is there a way to associate a task to issue(s)?
Yes, you can associate a task to an issue and vice versa.
Can I create Service Level Agreement (SLAs) for my issues?
Yes, you can create as many SLA rules as desired for the issues. Learn More.
Is it possible to link two issues?
Yes, it is possible to link an issue with one or more other issues using the Link Issues tab. You can specify the link type as one of "blocks","depends on", "is related to","is duplicate of".
Is it possible to rename the issues tab and issues icon?
Yes, you can rename your issues tab and icon. To do this: Click the Org Settings in your project page. In the Rename issues tab, enter the issue name that you wish and then select the icon.
How to configure issue, status and workflow for my issue tracker?
Each issue has a status, which indicates the development stage of the issue. The following are the default status: Open - All issues which are posted newly will be assigned to the Open status by default. In progress - All the issues ...
Is it possible for the client users to change the status of the issues?
Yes. The client user will be able to change the issue status only if an issue is assigned to them. To assign an issue to the client user, the following two conditions should be accomplished: 1. The Assign external issues to client users option must ...
Can I have more disk space for an existing plan if it exceeds the allocated limit?
Yes. If your disk space exceeds the allocated limit for an existing plan, then you may need to upgrade to a higher plan or send a request to support@zohoprojects.com to increase your disk space in the same plan. The total disk space available for a ...
What file types are supported in Zoho Projects?
You can upload any file type like .doc, .xls, .xlsx, .docx .pdf, .pps, .ppt, .avi, .jpeg, .wmv, *.zip, *.mpeg, *.bmp and more.
How can I import my files from Google Drive into Zoho Projects?
In the Documents tab, click New and select From Cloud. Now, you need to click Google Drive and authenticate your account to Zoho Projects. Just glance at our user guide for a detailed understanding.
What will happen if I upload a different filename?
If you upload a file with a different name or file type, a warning message will be displayed.
Can I delete files in bulk?
Yes, you can delete files in bulk. To do this: Select the files that you want to delete using the Ctrl Key (Windows) or Command key (Mac). Right-click on the selected files and select 'Move to Trash'.
Is it possible to move a file from one folder to another?
Yes, you can move a file from one folder to the other. Learn More.
What is the max file size for uploading a file in the documents module?
The maximum file size for uploading a file in documents module is 500MB.
Can all the users within a project access the documents module and the files added to it?
Yes, all the users can access the documents tab and files added to it without any restrictions.
Does Zoho Projects support sub-folders?
Yes, we support sub-folders for organizing your files. Learn more.
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