Zoho Projects
How do I make the Calednar tab visible in Zoho Projects?
To enable the Calendar module for customer users: Click on the particular Project ->Dashboard-> Three dotted icon at the top right corner->Project settings->Organise Tab->click the 'Client User' link and enable the Calendar module. Click Save.
Moving Task Lists from one Project to Another Project
Hover over the particular task-list --> you will find a Gear Icon appearing on the left side of the Task-list --> click the Gear icon --> select Move Task-list option from the drop-down --> Select the project name from the list --> Click Move
How Do I export Timesheets For a Specific Project?
Export timesheet for a specific project... 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. ...
How Do I Export Timesheets Across Multiple Projects?
Export timesheet across all projects: 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 ...
Exporting Key Data to PDF from Zoho Projects to Use as a Customer Project Summary Report?
If you use Google Chrome, you can go to the Project Dashboard, which is configurable, then click the Zoho Projects in-app Print button on the bottom right corner of the Zoho Projects console and save the print layout as a PDF. Simply edit the ...
Can I use Zoho Projects to Create Status Reports for my Projects?
If you use Google Chrome, you can click our in-app Print button on the bottom right corner of the Zoho Projects console and save the print layout as a PDF. But if you need to send a quick overview report of a project to your clients, go to the ...
Creating subtasks in Zoho Projects
Sub tasks can be created in a single click . Mouse over a particular task you can see a double-headed arrow, click Indent Button to indent the task, making it a sub task or click Outdent Button to outdent the task, making it a summary task in quick ...
Client Users on Multiple Projects
If you get the message "user already exists in this organisation" when trying to add a person to a project, it means you have already added this user as a client on another company’s project. It is not possible to add someone with the same email ID ...