Thank you so much for all of your content. Do you have any videos showing how to create the bidirectional connection between Books and Projects in terms of time tracking?
Hi Cristian Corrales, One option would be to create a project template that has the tasks required for that item and that project template ID to a custom field for the item. From there, build a function that triggers when the estimate is approved that creates a project from the template ID found in the items. help.zoho.com/portal/en/kb/projects/projects/project-operations/articles/project-template#Benefits
Hi guys - love your channel - I am a new Zoho One super user - I am looking at projects - do you have a video that shows what a weekly project meeting do’s and do not looks like - I want to open up the projects app with my team and have a progress meeting …
Hi Jason, We answered your question this week in the CRM Zen Show episode! To jump right to your answer, click here, th-cam.com/video/2WPEbHYQh5A/w-d-xo.html
Wow guys I didn’t expect to be part of your show !!! If I knew that I would have used spell check !! Thanks again … when I get bedded in I should reach out for your services- 👍😀
Thank you so much for all of your content. Do you have any videos showing how to create the bidirectional connection between Books and Projects in terms of time tracking?
do you have a video on how to set up projects with tasks based on the zoho form. Kindly let me know. Thank you
What would you suggest to match up estimate items to project tasks? Ive been trying to figure out the best solution.
Hi Cristian Corrales, One option would be to create a project template that has the tasks required for that item and that project template ID to a custom field for the item. From there, build a function that triggers when the estimate is approved that creates a project from the template ID found in the items.
help.zoho.com/portal/en/kb/projects/projects/project-operations/articles/project-template#Benefits
Hi guys - love your channel - I am a new Zoho One super user - I am looking at projects - do you have a video that shows what a weekly project meeting do’s and do not looks like - I want to open up the projects app with my team and have a progress meeting …
Hi Jason,
We answered your question this week in the CRM Zen Show episode! To jump right to your answer, click here, th-cam.com/video/2WPEbHYQh5A/w-d-xo.html
Another question please - what i close a deal and create a project - can i assign a project manager as the project owner? Thank you
Hi Jason,
We've got the answer to this question as well in the CRM Zen Show episode! th-cam.com/video/2WPEbHYQh5A/w-d-xo.html
Thanks a mill
Wow guys I didn’t expect to be part of your show !!! If I knew that I would have used spell check !! Thanks again … when I get bedded in I should reach out for your services- 👍😀