ZOHO Projects: Blueprints | Tutorial

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ZOHO Projects: Blueprints | Tutorial | Part:4

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Күн бұрын

In this video, we will be exploring Blueprints in ZOHO Projects for your Roofing Companies. Whether you are managing a large-scale project with multiple teams or just trying to organize your personal to-do list, ZOHO Projects offers powerful tools to help you stay on track.
We would be happy to help you solve any issues you are facing, visit us at www.getcrmhelp.com or just mail us at hello@clientric.co and we will reach out to you.
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Пікірлер: 8

@domeniclattari5049 4 ай бұрын

From what I understand after watching this video is that in planning a project, one should choose whether they will use Blueprint(s) to manage tasks, or say Kanban. But not both?

@ApplesOrangesPR 7 ай бұрын

Very helpful thank you so much.

@bevhales6951 Жыл бұрын

A bit confusing - appreciate you laying out the info but it felt a little disjointed so I’m still feeling a bit confused.

@Clientric Жыл бұрын

Thanks for the feedback! Do let us know at hello@clientric.co or visit us at clientric.co/getcrmhelp/ for help on this.😊

@user-se6ev1nk2b Жыл бұрын

after creating a blueprint - why is it no longer possible to move task on Kanban view? it pop a message "attention: You cannot update the status for tasks on which blueprint is applied."

@Clientric Жыл бұрын

Unfortunately the Kanban view locks it down, there has not been any movement from Zoho on this about changing or updating that unfortunately. You have to click into the record to move it. The only way a status can change is via a blueprint and clicking the button. No other way unfortunately :(

@user-se6ev1nk2b Жыл бұрын

@@Clientric That's like a shooting themselves in the leg - Kanban is basic + and blueprint is basic. how is it possible they conflict .... thank you for your answer, I was looking for some info about it a whole day

@hjmolenkamp 9 ай бұрын

@@user-se6ev1nk2b the blue print is specifically meant for controlling a task in general by a specific user. Only when the conditions are met, the tasks can change status. This is determined by the assigned user. So it is good that it cannot be moved in the Kanban anymore because those prerequisites / conditions are not shown there. If you need more help feel free to reach out.