Zoho Projects Universal Add

Global Add makes it easy to add tasks, task lists, issues, milestones, timesheets, forums, projects, and users without navigating to their specific modules. 

Benefits

Add work items from any page, add work items without leaving the current page, and immediately open the work item if needed. Simply click on the upper right corner of the top band to add new entries.

Tasks

  1. Click the plus sign in the top band of Zoho Projects
  2. Hover over the nine dotted icon to view more options
  3. Select the task option
  4. Fill the details and then click Add. Click Add More to save and add another task

Task List

  1. Click the plus sign in the top band of Zoho Projects
  2. Hover over the nine dotted icon to view more options
  3. Select Task List
  4. Fill the details and click Add

Issue

  1. Click the plus sign in the top band of Zoho Projects
  2. Hover over the nine dotted icon to view more options
  3. Select Issue
  4. Fill the details and click Add. Click Add More to save and add another task

Milestone

  1. Click the plus sign in the top band of Zoho Projects
  2. Hover over the nine dotted icon to view more options
  3. Select Milestone
  4. Fill the details and click Add. 
    • Select Internal if the visibility is only to the project users
    • Select External if the visibility is to both client and project users
  5. Click Add to save the new milestone

Timesheet

  1. Click the plus sign in the top band of Zoho Projects
  2. Hover over the nine dotted icon to view more options
  3. Select Timesheet
  4. Fill the details and click Add

Forum

  1. Click the plus sign in the top band of Zoho Projects
  2. Hover over the nine dotted icon to view more options
  3. Select Forum
  4. Enter a title for your forum, type a brief on your title in the Description section, attach files, and choose a Category (if any)
  5. Click Publish to post the forum

Projects

  1. Click the plus sign in the top band of Zoho Projects
  2. Hover over the nine dotted icon to view more options
  3. Select Project
  4. Fill the details and click Add

Users

  1. Click the plus sign in the top band of Zoho Projects
  2. Hover over the nine dotted icon to view more options
  3. Select Users
  4. Fore Existing Users, select the email addresses of the user and then click Add
  5. For New Users, enter the email addresses, select the Role, and the Rate Per Hour. Click Add