Project Feed     

We shall see how you can check the feed across projects and within a project here. If you have missed to learn what a feed is, you can refer this link first and then visit this page to know how to access project feed.

How do I...

What else can I do with the feed in Zoho Projects?

Check Feed Across Projects

  1. Navigate to the Feed tab in the top band to check the feed across projects in your company.
  2. By default, the feed will be loaded with the latest activities. You can find them under the Feed section in the main body of the screen.
  3. Click Status to look into the statuses posted recently by your peers.
  4. Click Activity Stream to have a track on your peers' activities on a daily basis and to know who is doing what. You can also go to a specific timeline to check upon someone's activity here.
  • Click the user profile in the feed to view all the activities of the user
  • You can send a direct message to or chat or follow the user

Check Feed for a Specific Project

  1. Click Projects in the top band and navigate to the project for which you would like to check the feed.
  2. Click the Feed module in the left panel.
  3. Check the latest activities that happened in that specific project in the default Feed section.
    • Click the Status and Activity Stream tabs to check the recent statuses and the latest activities of the project users respectively

Smart Add Work Items

You can quickly post a status; add a task; create a milestone; upload a document to a project; post a forum; schedule an event; and submit bugs from the feed. Smart-add is possible both within a project and across projects.

Common navigation to land on the smart-add panel from the Feed screen:

Click Feed in the top band to add the following work items quickly across projects. Similarly, navigate to a specific project's Feed module in the left panel
(Example: Projects->Project ABC->Feed) to smart-add work items within a specific project.

Status:

  1. Type in your Status. To mention or tag someone in the status, prefix the ‘@‘ symbol before their name. To tag bugs, prefix ‘#’ to the bug name.
  2. Select the project in which the status has to be posted to.
  3. Click Submit.

To smart-add a Status from a specific project, navigate to the project's Feed module in the left panel (Example: Projects->Project ABC->Feed) to post a status in the project.

Task:

  1. Enter the Task Name.
  2. Attach files if needed. You can also use the screengrabber to do it.
  3. Select a project in which the task that you are creating should be mapped to.
  4. Select a Tasklist name.
  5. Click  to assign users and set followers for the task.
  6. Click to set the start and end dates for the task.
  7. Click to set the priority for the task.
  8. Click Submit.

To smart-add a Task from a specific project, navigate to the project's Feed module in the left panel (Example: Projects->Project ABC->Feed) to create a new task in the project.

Milestone:

  1. Enter a Milestone Name.
  2. Select a project in which the milestone has to be mapped to.
  3. Click to assign users to the milestone.
  4. Click Submit.

To smart-add a Milestone from a specific project, navigate to the project's Feed module in the left panel (Example: Projects->Project ABC->Feed) to create a milestone in the project.

Document:

  1. Drag and drop the document that you would like to upload or use the screengrabber to capture, highlight, and share screenshots live here.
  2. Select the project to which the document has to be uploaded.
  3. Select the Folder under which the document has to be moved to.
  4. Click Submit.

To smart-add a Document from a specific project, navigate to the project's Feed module in the left panel (Example: Projects->Project ABC->Feed) to upload a document in the project.

Forum:

  1. Give a name for your forum.
  2. Enter the forum Content.
  3. Attach files that support the forum content.
  4. Select a Project Name in which the forum has to be posted.
  5. Select a relevant Category as well.
  6. Click Submit.

To smart-add a Forum from a specific project, navigate to the project's Feed module in the left panel (Example: Projects->Project ABC->Feed) to post a forum in the project.

Event:

  1. Name your Event.
  2. Set its schedule.
  3. Enter the Duration and Location.
  4. Select the project for which the event is scheduled.
  5. Click to set the participants of the event.
  6. Click Submit.

To smart-add an Event from a specific project, navigate to the project's Feed module in the left panel (Example: Projects->Project ABC->Feed) to schedule an event in the project.

Bug:

  1. Enter a Bug Title.
  2. Give a Description of the bug if possible.
  3. Attach screenshots of the bug.
  4. Select a project under which the bug has to be assigned.
  5. Click to assign users to resolve the bug.
  6. ​Click to set the Start and End Date to close the bug.
  7. Click Submit.

To smart-add a Bug from a specific project, navigate to the project's Feed module in the left panel (Example: Projects->Project ABC->Feed) to submit a bug in the project.

Update or Modify the status of the Work Items

In the feed section, you can modify a work item's status according to its context. i.e, When a task is updated, you can complete it from the feed itself; when a task is completed already, you can reopen it from the feed itself. That's how it works. The following screenshot is an example to help you understand this case.

Helen Collins completes a task at 2:44pm and the    menu says Click to open.
Whereas, she updates the completion percentage for another task at 2:51pm and its    menu says Mark as complete.