1. How to backup or export the project information?

Click Setup > Org Settings, and then select Portal Settings, to access your portal settings. In DATA BACKUP, click Export to backup the project information. Once the backup process is completed, you will receive an email with the link to download the project information. Learn More

Note:

  • This option is available only in the paid packages and is accessible only to the Portal Owner.
  • All the project information, except a physical copy of the files, is available in XML format.

2. Where do I create the Tasklist Template. Is this option available in Zoho Projects?

Yes, the Tasklist Template option is available in Zoho Projects. Learn More.

3. How can I save the comments in a template that I create in a tasklist?

No, you cannot save the comments in a template because the Task Template does not support ownership, duration, notes or comments and documents or forums association.

4. How do I delete the saved task templates?

The task templates can be deleted by the Portal Owner, Administrators, and Managers. Learn More.

5. Can I configure notifications for any task or milestone activity?

Yes, you can configure notifications for any task or milestone activity. Learn More.

6. Is there a way to change the portal settings?

Yes, you can change the portal settings. Learn More.

7. Is it possible to configure the default approval status for timesheets?

Yes, you can set the default timesheet status to Billable or NonBillable. Click Setup > Org Settings, and then click Portal Configuration, to access your portal configuration. Learn More.

8. Can I add vacations and holidays in the project business hours?

Yes, it's possible to configure holidays in the project calendar. Learn More

9. Can I change the portal owner in Zoho Projects?

Yes. You must be the Portal Owner in order to change the ownership. The ownership can be changed, only if the user is in the Admin role. Learn More.