Sync Zoho Projects Calendar & iCalendar

Dec 30 2009 04:15:08 AM Posted By : John
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Zoho Projects 'My Work Calendar' has iCal & gCal links at the bottom of the page. These links can be used to synchronize with external calendars like Google Calendar, iCalendar and Sunbird.

In this post, let us see how to synchronize with iCalendar,

  • Go to My Work Calendar section and copy the iCal link
  • Open iCalendar application.
  • Click 'Calendar' menu and 'Subscribe' option from the menu list. 
  • Paste the iCal link in the Calendar URL field and click 'Subscribe' button.
  • Set the calendar properties and click 'OK'.




John.

Customized Login Page

Dec 27 2009 11:00:54 PM Posted By : John
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Some users would prefer to have their company logo and powered by logo instead of Zoho Projects logo, which is displayed by default in the login page i.e when you try logging-in via your portal URL.

If you are one among the users, who wish to change the logo, go to settings -- company profile -- upload logo section and upload your company logo.

Similarly, go to settings -- company profile -- upload powered by logo section and upload the required powered by logo.



Here's a small note for you. Make sure that the logo, powered by logo you are about to upload is as per the specified dimensions.

John.

Save time, Increase your productivity

Dec 23 2009 11:15:38 PM Posted By : John
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Do you feel irritated creating the same set of tasks repeatedly from the scratch? Yes, you do. Then it's time to change the way you work.

Task Template feature in Zoho Projects helps you to save time and increase your productivity.

With this feature you can save an existing task list and its associated tasks as a template or create a new task template with the required set of tasks.

Make as Task Template

When you go to tasks & milestones section of a project, you will find the 'Make as Task Template' option just below the last task under any task list. Click the same to make the task list & its tasks as a template.

Make as Task Template

The saved template will be available under 'Settings - Task Templates' section and you can reuse the template anytime, in any project within the portal.

Saved Task Template

Create Task Template

In addition to saving a template, you can create a new task template from 'Settings - Task Templates' section.

Create Template

If needed, you can also reorder the task template with the help of Reorder TaskList Templates option. Once reordered, click Save TaskList Templates Order option to maintain the order.

Reorder TaskList Template

John.

Options associated with Tasks

Dec 23 2009 05:07:54 AM Posted By : John
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There are quite a few options associated with tasks in Zoho Projects and we shall have a look at them.

Move a task from one task list to another

You can mouse over, over the required task and click the move task icon.



Select the required task list (from the 'Task Lists' drop down) and click 'Move Task' button.



Make a copy of an existing task including the task owner(s) and duration

You can click the 'Copy Task' option displayed below the last task under a task list,



Select the task (from the Tasks drop down) that has to be copied, enter number of times the task has to be copied and click 'Copy Task' button.



Have the tasks displayed in the way you would like to have them

You can click the 'Reorder' option displayed to the right of Copy Task option,



Drag and drop the tasks in a sequence you wish to have and click 'Save Order' option.


John

Project Milestone Feature Video

Dec 21 2009 11:11:38 PM Posted By : John
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A new video has been added to the existing Zoho Projects playlist, which is about the milestone feature in Zoho Projects.


Need to watch other feature videos? Visit Zoho Projects Videos.

John.

Tip 4: Task Dependency

Nov 17 2009 04:54:23 AM Posted By : John
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Some users raised concerns about the 'tip on task dependency' available at Zoho Projects Forums, because of the older UI, which is obsolete.

So, we have come up with the updated 'tip on task dependency' for the current UI.

Task Dependency View: Displays the tasks sorted by start date. Only the tasks created with duration will be displayed in this view.

Task Dependency View


Task Dependency Help: Gives the help on task dependency. Read this before exploring the task dependency feature

Dependency Help

Add/Edit Predecessor: You can set dependency between tasks from this view. Click on the Predecessor column against any particular task, enter the parent tasks S.No and 'Enter' to save the dependency data.

Update Edit Predecessor


Update Task's End Date: You can edit the task's end date from this view and all the dependent tasks duration will be updated automatically.

Changing End Date


Modify Task Owners:
You can change the task owner, by clicking on the task owner name and selecting the required user(s) from the list.

Change Task Owner


Task Dependency Tree View: You can view all the dependent tasks associated with a task, by clicking on the dependency icon ().

Dependency Tree


Modify Task Name: Task's name can be edited from this view. Click on the task name, enter the new task name and hit 'Enter' to save the changes.

Task Name


Task Dependency Mail Notification:
Task owners will be notified about the task dependency via mail and the below image is the mail sample.

Mail Notification


Task Dependency Video:

Hope this is helpful!

John.


Of late, Zoho Projects customers have been inquiring 'how to import MPP files into Zoho Projects'

So, we decided to enlighten our customers about Import MPP feature, by posting the steps along with the images.

Import MPP option on the Home Page


Browse for the MPP file

Browse for the required MPP file, select the project to which the MPP file has to imported and click the Import MPP button.


Mapping Users

You can map the tasks to 'Any User', so that the project members can pick the tasks later or assign the tasks to the project members & click 'Associate Users' button.



Tasks in Zoho Projects

There you go! The tasks are now imported from MPP file into Zoho Projects.


Similarly, you can import MPX files into Zoho Projects.

John.

From the post title, you might wonder how easier is the document search in Zoho Projects 2.0. Let's rewind ourselves to the past Zoho Projects 1.0, just to know how the document search feature was.

You were able to search a file based on either the file tag or file extension only from the Documents section of the project.

file search based on file extension in Projects 1.0:

File search based on file extension


file search based on file tag in Projects 1.0:

File search based on file tag


At present Zoho Projects 2.0, Document search has been enhanced in such a way that, you can search files based on file tag or file extension or file name.

file search based on file tag:

tag based search


file search based on file extension:

File search based on extension


file search based on file name (New in Zoho Projects 2.0):

File search based on file name


In addition, you can search the files not only from the document section, but also from other modules of the project and from the global search section of the portal.

file search from global search section:

File search from Global search section


Hope this is helpful! Your comments are much appreciated.

John.

Tip 1: How to know the used disk space.

Oct 27 2009 02:56:08 AM Posted By : John
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You and your team members might be working on a couple of high priority projects.

All of a sudden, you might wonder Am I running out of disk space  and you would be keen to check for the used and remaining disk space.

Just go to the portal's Home page and you can find the allocated, used portal disk space.

Portal Disk Space


In addition, you can also view the disk space used for each project from the 'Reports' section of the project. i.e go to 'reports' module, click 'upload stats by folder' option.

Projects Disk Space

It's simple & easy. isn't it?

John.