Getting Started Guide

Calendar Views

You can apply filters to view calendar based on a user or type in Zoho Projects. In addition, you can sync your Zoho Projects calendar with MS Outlook and iCalendar using the gcalendar / icalendar link available in My Work Calendar.

User based Calendar

To view calendar events :

  1. In Home section, click Projects.
  2. In Project list view, select the required project.
  3. Click Calendar.
  4. Click Assignee from Filters option.
  5. This open an action menu of team members.
  6. Select the required project users.
  7. Click Find to filter the project users.

This will list all the milestones, meetings and tasks assigned to the team member(s) for the selected month.

User based calendar

Type based Calendar

To view calendar based on type :

  1. In Home section, click Projects.
  2. In Project list view, select the required project.
  3. Click Calendar.
  4. Click Type from Filters option.
  5. This open an action menu of types like tasks, milestones, bugs and events.
  6. Select the required types.
  7. Click Find to filter the calendar based on types.

This list all the events based the selected type for that month of all team members.

Calendar Type

Sync Calendar with MS Outlook and iCal

To view the project data in MS Outlook 2010 :

  1. Log into your projects portal and click My Work Calendar link.
  2. Scroll to the page bottom and copy the gcalendar link.
  3. Open the Outlook 2010 application and click the File menu.
  4. Click the drop-down arrow displayed for the title Account Settings and click the Account Settings option.
  5. Click the Internet Calendars tab and click the New option.
  6. Paste the gcalendar link, which was copied from Zoho Projects and click Add button.
MS Outlook

Sync with iCalendar

To view the project data in iCalendar :

  1. Log into your projects portal and click My Work Calendar link.
  2. Scroll to the page bottom and copy the icalendar link.
  3. Open the iCalendar application.
  4. In the Calendar menu, click the Subscribe option.
  5. Paste the icalendar feed and click the Subscribe button.
  6. Provide the Calendar name, select the things to be shown in the calendar.
  7. Select the Auto-refresh option and click OK button.

You will receive the activities feed in iCalendar application.

Sync with Google Calendar

To view the project data in Google Calendar :

  1. After logging into the projects portal, access the My Calendar menu.
  2. In the calendar section, scroll down the page and copy the gcalendar link.
  3. Go to the Google Calendar service and click the drop-down arrow displayed to the right of the Other Calendar title.
  4. Click Add by URL option and paste the copied gcalendar link.

This loads all your calendar events in Google Calendar

Google Calendar

Subscribe to Zoho Calendar Service

To subscribe Zoho calendar service:

  1. Log in to your Zoho Projects account.
  2. In a new tab, access https://calendar.zoho.com.
  3. Click Settings displayed on the right corner.
    settings-calendar
  4. Click Zoho Apps displayed on the left and then choose Zoho Projects from the displayed options.
    zoho-apps
  5. Choose the required portal and click Subscribe to update the events in Zoho Calendar.

Note:

  • The tasks, milestones and events assigned to you will be displayed on Zoho Calendar after the default sync interval.
  • If you want the events to be updated immediately, you can click App. Calendars displayed on the left and then click the Update option displayed below the portal name.
App Calendar

Related Topics

Create Events | View Events

 

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