Zoho Projects
Start conversations via issue
Start conversations via issue Click the chat icon to start a discussion or to post a issue update. The issue owners and creators are the default participants. Add new participants before you start the discussion. Click the chat icon to catch-up ...
Remote assist for issues
In the Kanban or List view, click on an issue. The Remote Assist option is available under More Options (only if the issue is assigned to you). When you click this option, it invites the reporter to share their screen with the assignee so that they ...
Delete issues
Delete an issue In the Kanban or List view, click on an issue and then click in the upper-right corner to delete it. Issues with invoiced time logs cannot be deleted. Delete issues in bulk Issues can be deleted in bulk. Select multiple issues from ...
Move issues
Move an issue Navigate to an issue. Click on the issue to view its details. Click in the top right and then click Move. Select a project from the drop-down. The issue will be moved to this project. The issue cannot be moved to another project if ...
Issue reminder
You need not worry about missing deadlines anymore. Paid plan users can set reminders for issues and the assignee will receive a reminder email. Navigate to the Issues module and click Submit issue. Click Reminder. In case of Specific dateenter, Date ...
Affected and Release milestones
Zoho Projects lets you map your issue to an affected and release milestone. Affected milestone: lets you identify the milestone in which the issue was identified or detected. Release milestone: lets you identify the milestone in which the issue was ...
Issue details
View issue details and modify them. Add comments, attachments, provide resolutions, log hours, link other issues and tasks, view activity stream, follow issues, move or clone, and print the issue. Select a project and navigate to Issues. Click an ...
Submit an issue
Submit issues in your projects. A unique issue ID is created and assigned to your issue automatically. Submit issue Select a project and navigate to Issues. Click Submit Issues. Enter the Issue title. Select a Project when submitting from My ...
Project and client timesheet report
Project Report Navigate to Home > My Timesheet. Click the drop-down action panel beside the Calendar view section. Click Project Report. Highlights of Project Report: Be it two months or two years, irrespective of the project span, a report is ...
Timesheet reports
Access Timesheet reports Navigate to Projects > your project. Click - Reports module in the left panel. Click Timesheet Reports. This report fetches you the time-logs recorded in the current month in the form of a pie chart by default. The users are ...
Export timesheet for a specific project
Export timesheets Navigate to your project from your portal. Click Timesheet in the left panel. Click in the upper-right corner and click Export Timesheet. Choose the Login Name. Pick a date range and a Format to export. You can export the ...
Export timesheet for a specific project
Export timesheets Navigate to your project from your portal. Click Timesheet in the left panel. Click in the upper-right corner and click Export Timesheet. Choose the Login Name. Pick a date range and a Format to export. You can export the ...
Export timesheet across all projects
Export timesheets Click Home in the top band of the company portal. Scroll to find and access the My Timesheet widget. If you use this widget more frequently than the rest, drag and reposition it to the top of your list. Swap its position with some ...
Export timesheet for active and archived projects
It is possible to export timesheet for active projects or archived projects or both active and archived projects in one go. Navigate to Home > My Timesheet details page. Click in the upper-right corner and select Export Timesheet. In the Project ...
Group timesheets
We have enabled functions in Timesheet where you can view the time-log entries based on users or dates. It is also possible to view project and client reports across projects. Group By Date Navigate to Home > My Timesheet. Click the drop-down action ...
My timesheet widget
My Timesheet is an interface in Zoho Projects where you can access and manage your time logs across different projects in one go. We shall learn how to make the best use of the My Timesheet widget and the Timesheet Reports here. Feature Availability: ...
Task timers
You can start a timer for tasks to record your actual working hours. After completing the task you can stop the timer and your entries will be automatically logged in the timesheet. Timers can also be paused and resumed so that you track your ...
Approve timesheets
If timesheet approval setting is enabled you can go ahead and start approving timesheets. Feature Availability: Express, Premium, and Enterprise plans. Navigate to Projects and choose a project. Click Timesheet to view the entries in the list view. ...
Log hours in timesheets
Log your work hours in timesheets and track time spent on tasks and issues. Feature Availability: All paid plans. Log time - Daily Navigate to Projects and select your project. Click Timesheet in the left panel. Click Add log time in the upper-right ...
Timesheets views
You can view timesheets in List, Grid and Calendar views. List view In List view, the tasks and bugs are displayed on a daily basis for the selected time period and you can also see the total billable and non-billable hours for that week. By default, ...
Import Microsoft Projects (MPP / MPX files)
Learn how to import Microsoft Projects files (MPP / MPX) into your Zoho Projects portal. You can plan your project in Microsoft, import them and start collaborating in Zoho Projects. Click in the top navigation bar. Navigate to the DATA ...
Import users from Zoho Mail Suite
Zoho Projects provides an option to import users and accounts from Mail Suite. This feature is not available for Zoho CRM Plus and Zoho One users. Click in the upper-right corner of the top navigation bar. Navigate to the USERS section and ...
Import client users from Zoho CRM
Login to Zoho CRM. Click in the upper-right corner. Click Setup. Navigate to the EXTENSIONS & APIS section and click APIs. Click the Zoho Service Communication (ZSC) Key tab. Login to Zoho Projects and click in the upper-right corner. Navigate to ...
Import users from Zoho Mail Suite
Zoho Projects provides an option to import users and accounts from Mail Suite. This feature is not available for Zoho CRM Plus and Zoho One users. Click in the upper-right corner of the top navigation bar. Navigate to the USERS section and ...
Import client users from Zoho CRM
Login to Zoho CRM. Click in the upper-right corner. Click Setup. Navigate to the EXTENSIONS & APIS section and click APIs. Click the Zoho Service Communication (ZSC) Key tab. Login to Zoho Projects and click in the upper-right corner. Navigate to ...
Import project users from Zoho CRM
Zoho Projects provides an option to import users and accounts from Zoho CRM. From Zoho CRM, you can now import your project and client users to your Projects portal. This feature is not available for Zoho CRM Plus and Zoho One users. Login to Zoho ...
View critical path on Gantt chart
View critical path Navigate to a project. Select Gantt & Reports and select Gantt Chart. Click in the upper right corner. Toggle Critical Path and Slack to view them on the Gantt Chart. Critical tasks will be highlighted in the task details page ...
Critical path
Critical path is crucial for project management. Critical path shows the longest stretch of dependent activities in a project. These activities or tasks cannot be delayed without delaying the overall project. Identifying critical path lets you ...
Roll-up work hours of subtasks
Work hours are rolled up from subtasks to their parent tasks.
Roll-up log hours of subtasks
Log hours are rolled up from subtasks to their parent tasks.
Roll-up log hours of subtasks
Log hours are rolled up from subtasks to their parent tasks.
Roll-up using Gantt chart
Start date, end date, and % completion can also be rolled up from tasks/subtasks to the milestones and projects in the Gantt chart.
Enable roll up
Enable Roll-up while creating a new project Navigate to Projects list view. Click New Project. Fill in the project details and check Roll-up option. Start date, end date, and % completion are rolled up from tasks/subtasks to milestones and project. ...
Task roll up in projects
Roll-up helps you summarize a project’s information such as the overall project duration, planned work hours, actual log hours, and percentage completion. A project roll-up summarizes the total of the planned work hours of the project, the total of ...
Enable roll up
Enable Roll-up while creating a new project Navigate to Projects list view. Click New Project. Fill in the project details and check Roll-up option. Start date, end date, and % completion are rolled up from tasks/subtasks to milestones and project. ...
Task roll up in projects
Roll-up helps you summarize a project’s information such as the overall project duration, planned work hours, actual log hours, and percentage completion. A project roll-up summarizes the total of the planned work hours of the project, the total of ...
Roll-up work hours of subtasks
Work hours are rolled up from subtasks to their parent tasks.
Roll-up log hours of subtasks
Log hours are rolled up from subtasks to their parent tasks.
Roll-up using Gantt chart
Start date, end date, and % completion can also be rolled up from tasks/subtasks to the milestones and projects in the Gantt chart.
Enable roll up
Enable Roll-up while creating a new project Navigate to Projects list view. Click New Project. Fill in the project details and check Roll-up option. Start date, end date, and % completion are rolled up from tasks/subtasks to milestones and project. ...
Next page