Zoho Projects
Can I download a folder?
Yes, you can download any folder. To know more on how to download a folder. Learn more.
How do I create a sub-folder?
To create a sub-folder, right click on the folder for which you prefer to create a sub-folder. Learn more
How do I reorder task lists within milestones?
You cannot reorder task lists within milestones, however, you can reorder the task lists in Tasks. Go to Tasks and click the Other Actions menu at the top right corner and click Reorder Task lists.
Is it possible to set dependency between milestones, across projects?
No, you cannot set dependency between milestones. Instead, you can set dependence only between tasks.
How will I see all the overdue milestones across all projects?
You can see all the overdue milestones across all projects in the My Milestones tab. If you want to see all the overdue milestones of any particular project user, use the Filter option in the Milestones section.
How do I see my archived milestones?
You can view the archived milestones, by clicking the Milestones section in that particular project.
How do I display my milestones and its associated tasks to my clients?
In Milestone Flag, choose the External option, if you wish to collaborate and display the milestone with client users. However, if you want to display only to your portal users choose the Internal option. Learn more.
How do I link a milestone to an existing task list?
To link a milestone to an existing task list follow these simple steps: Mouse over to the required task list. Select the Other Actions icon at the left corner. Click the Edit Task list option. In Related Milestone , select the required milestone. To ...
Can I receive notifications via text message?
No. As of now, we do not have a notification alert via text message. You will only receive an e-mail notification for the project activities that you do.
Can I receive notification when a task is completed?
Yes, you will receive a notification message when a task is completed. You can configure your notifications in Setup > Personal Settings > Notifications.
I am trying to export all the milestones associated with my account. Is this possible?
According to our current design, you cannot export the milestones. If needed, you can export your tasks across projects using the Export option in the My Tasks section.
Can I print the Gantt chart in landscape or portrait format?
Yes, you can print the Gantt chart in both landscape and portrait format based on your orientation choice in print settings.
I am not able to link tasks to milestones. Why?
No, you cannot link tasks to milestones. But, you can associate a task list to a milestone.
Is the Zoho Projects Calendar integrated with Microsoft Outlook?
Yes, Zoho Projects Calendar can be integrated with Microsoft Outlook. So, while using outlook, you can manage your workflow by scheduling it in Zoho Projects Calendar.
My tasks are not displayed in Google Calendar. Why?
To display your My Tasks in Google Calendar, the particular tasks should have a duration (Start Date and End Date) and the Add to Google Calendar option should be enabled. You can view only the tasks assigned to you. Add to Calendar option is ...
How will I edit my task name?
Click the Tasks menu and select the requisite task. In the task details page, place the cursor on the task name found at the top of the page. Now, edit the task name.
Can I customize my task columns?
Yes, you can customize your task columns. To know, how to customize, visit our user guide for more details.
Can I add comments for a task via email?
Yes. You can add tasks and do more using email. Click here to learn more.
Is it possible to assign material and labour costs (hours) to tasks within a project?
No. You cannot assign material costs and labor costs (hours) for the tasks within a project.
How can I import the tasks from an MPP file format?
Tasks can be imported from an MPP file. Learn more
Do I have the privilege to delete tasks?
Only Portal Owner, Admin, Manager, and Task Owners can delete tasks.
Is it possible to share a task list that is not associated with any milestone with my clients?
Yes, you can share external task lists with clients. Learn more.
How can I convert a task to a subtask and vice-versa?
Conversion of a task to subtask and vice-versa becomes easy now. Read through on our user guide for more details.
How do I associate an existing task list to a milestone?
Click the requisite task list and select the Other Actions icon. Select the Edit Task list and choose the milestone from the Related Milestone drop down.
Is it possible to add or assign client users to internal tasks?
No, it is not possible to add or assign client users to internal tasks. But, clients users will be exposed to the internal tasks in the following cases: When you add a client user to a task in the External tasklist and to change the tasklist type ...
What is the difference between project template and task template?
Project template, lets you create a sample template for the project, where you can add tasklist, tasks etc. When creating a new project, you can just choose the project template. This helps you save time and effort. Learn more. Task templates, lets ...
Can I carry forward dependencies from task list templates when I create a new task list?
You cannot set dependencies in task templates. However, you can set dependencies in Project templates. When you create a new task list select Choose from project templates option and select a task list from the project template. The dependencies set ...
Can I move tasks between projects?
Yes, you can move tasks between projects. Here's how you can do it.
How do I reorder my task list?
When you have a list of task lists and you want to set the priority for accomplishing each of them, then you can reorder the task lists according to your preference. Learn more.
Can I simultaneously login to two different accounts?
No. It is not possible to login simultaneously into two different accounts using different user names. Instead, you can login to different accounts from different browsers
How can I edit the e-mail invitation sent to new users?
You cannot modify the invitation since the e-mail is sent from our application server. Editing the invitation is not possible.
As a Portal administrator, can I reset a user's password?
To maintain confidentiality and ensure privacy portal owner/administrator cannot reset passwords for other users. Only users can reset their passwords.
What is Two-Factor Authentication?
Two-factor Authentication adds an extra layer of security to your account. To sign-in you will be asked to enter a unique code generated by an app on your mobile device or sent via text message in addition to your email address and password. Learn ...
How do I add a secondary email address?
If you wish to retain the existing email address and add a new one follow the below steps: Log on to your Zoho account at https://accounts.zoho.com/. Click on the My Profile Info tab. Click the Email Address link and then select Add Email on the ...
How to edit my primary email address?
To edit your email address: Log in to your Zoho account at https://accounts.zoho.com/ and click on the My Profile Info tab >> Email Address. Click the Edit option to the right. Enter your new email address and password in the text box that shows up ...
How can I remove my secondary email address?
To remove your secondary email address, follow the steps given below: Log in to your Zoho account using your email address and password. Go to My Profile Info and click Email Address. Click the Remove option available in the secondary email section. ...
How can I enable and disable my TFA?
-To enable your TFA, go to your Zoho Accounts pages and click the Two-factor authentication tab. Now, click here to continue reading the following steps. -To disable your TFA, go through the following steps in our user guide.
How do I change my user name?
If you want to change the user name, first you need to close the existing account and then recreate the account with the required username that you prefer.
Does Zoho Projects support multiple languages?
We support 18 different languages like Chinese, Czech, Danish, Dutch, English(US), French, German, Hungarian, Italian, Japanese, Polish, Portuguese, Portuguese (Brazil), Russian, Spanish, Swedish, Korean and Turkish. To change the language settings: ...
What are the whitelisted IPs for using Zoho Projects?
US3 216.52.72.0/23 ( 216.52.72.0 - 216.52.73.255 ) 204.141.32.0/23 ( 204.141.32.1 – 204.141.33.255 ) 8.40.222.0/23 ( 8.40.222.1 – 8.40.222.255 ) 135.84.80.0/23 (135.84.80.0 – 135.84.81.255) US4 65.154.166.0/24 ( 65.154.166.1 – 65.154.166.255 ) ...
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