Getting Started Guide

Quick Add in Feeds

Quick Add in feeds allows you to share your status, add a task or milestone, file a bug and post message in few easy taps without having to navigate all the way to the respective tabs in Zoho Projects.

User Status

In a project feed, you can add status in no time. Just click Status link and it opens a small-pop up window. Type the status you wish to share with your team and click Submit button and you're done.

User Status

Add Milestone

To add a milestone from feeds :

  1. Click Add Milestone link from top panel
  2. An add milestone pop-up window opens up. Type milestone name
  3. Choose the owner for this milestone. If needed you can also select the followers for this milestone
  4. Set the start and end date for the milestone
  5. Select the flag (Internal/external) for this milestone
  6. Click Submit button

A new milestone is added in your project.

Add Milestone

Add Task

To add a task from feeds :

  1. Click Add Task link from top panel
  2. An add task pop-up window opens up. Type task name
  3. Select the owner for this task. If needed you can also select the followers for this task
  4. Click Submit button

A new task is added in your project and assigned to task owner(s).

Note:

  • If you have selected followers for this task then it shows up in their feeds stream.
Add a Task

Upload File

To upload files in feeds :

  1. Click Upload File link from top panel in feeds
  2. Upload File pop-up window opens up for you
  3. Drag and drop as many files you wish to upload
  4. Click Submit button

All your files are successfully uploaded in documents area and of course it shows up in each of your team members feeds.

Upload a File

Post Message

To post a forum topic from feeds :

  1. Click Post Message link from top panel in feeds
  2. The Post Message pop-up window opens up for you
  3. Type a title and add your required contents in decription text area for your topic
  4. Check the option make it an announcement (if required)
  5. Select the project name and category for your topic
  6. Click Submit button

Your topic is posted under the chosen category for all users to view and share their views.

Post Message

Submit Bug

To file a bug from feeds :

  1. Click Submit Bug link available in the top panel in feeds
  2. A Submit Bug pop-up window opens up for you.
  3. Type the problem title and provide a decription
  4. Drag and drop error logs or screen grabs (if required) as attachments
  5. Select and assign owner(s) and due date for this bug
  6. Click Submit button

Your bug is filed in Zoho Projects and the respective owner(s) is notified via an email and of course it shows up in their feeds stream.

File Bug

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