Sticky Posts
Four types of task dependencies
"Nothing is particularly hard if you divide it into small jobs." - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
Tip: How to print the Gantt View
Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
Task and Project numbering
Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs. Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
Task Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.
Blueprint in Zoho Projects
Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define. How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the
Recent Topics
Discripency in inventory adjustment value and FIFO cost lot tracking report report
In zohobooks, I have added 200 bag of itemA with unit rate is Rs.1408 as opening stock on Apr01/2025, after that i make a inventory adjustment for 100 bag that I transfer to stock in process account, after that I make a purchase bill for the same item
How do I add todays date to merge field
I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? John
Zoho FSM API to search Zoho FSM Assets by Asset_Number?
How can I search or otherwise retrieve an Asset from the Assets module in Zoho FSM using the Asset_Number? The API docs seem to say that the only field that can be searched is the Asset Name. Is this true? https://www.zoho.com/fsm/developer/help/api/search-records.html
Sync Creator form submissions to WorkDrive folder
I've made 10 Creator applications, and need to sync my each application's submissions into a WorkDrive folder. I need the form submissions to be PDF file type and sync to a specific folder for documentation purposes. I have tried to use a workflow, but
Add Voting Polls Feature Similar to WhatsApp to Zoho Cliq
Hi Zoho Cliq Team, Hope you're doing well. We are using the Voting Polls feature in WhatsApp (see: WhatsApp Voting Polls FAQ), and we believe a similar functionality would be extremely valuable in Zoho Cliq. Currently, when our teams want to quickly gather
ZML Snippet: Auto Refresh Section
Is there a way that I can set an auto refresh on each of the ZML snippet only and not the entire page? Just wondering..
Availability of the Custom Sort Order feature for Windows and Mac platforms??
Notebook Team, I hope this message finds you well. I am reaching out to inquire about the current status and planned updates for the Custom sort order feature within your application. A year ago, it was mentioned that this feature is supported on iOS,
Have you checked your Email headers for DKIM Failure?
Have you taken a look at your email headers for DKIM failures even with DKIM set up properly? I've had DKIM successfully set up for many months. My account currently shows Email Verified and Authenticated. Big green check marks. Email Relay is also showing
Wizard Form
I would like the option to create a wizard that works when you create a record and contacts that are already in the CRM captured with a web 2 lead form (field data inserted in to the wizard). Having the option to create up to 3/4 segments per screen
Pivot Table - Zoho Analytics
I'm creating a Profit and Loss chart in Zoho Analytics using the Pivot Chart feature. While Net Profit can be calculated using the total value, I also need to calculate and display the Gross Profit/Loss directly within the chart. To do this, I need to
Fetch function not working for CRM Contacts
I've created a flow that checks if a contact exists in CRM (based on form input), and if it does, then it updates one of the fields for the contact. In my test, the fetch function correctly identifies that a contact exists (based on email address), but
Clone a project
To whom it may concern, I did a quick search of the forum and found nothing relating to this idea, so am posting fresh. The service that our company provides means that we follow an essentially identical process for each new job, and this includes the time frames for each stage. Ideally we would have a complete "template" project, with all the task lists and tasks in place with associated start dates, due dates (and by extension, duration) and - most importantly - the dependencies between tasks so
Add Sequential Processing Option in Zoho Flow
Hi Zoho Team, I hope you're doing well. We would like to request a new feature for Zoho Flow: the ability to configure a flow to run in Sequential Processing mode — meaning, each instance of the flow waits until the previous execution is fully completed
Zoho Sign URL cannot be embedded in an iframe on the React side.
The Zoho Sign URL cannot be embedded inside an iframe within a React application (or any web application) because Zoho enforces a Content Security Policy (CSP) that explicitly prevents iframe embedding from external origins. When attempting to load the
Zoho CRM Developer Series - Queries
Hey everyone! We’re excited to invite you to our next Zoho CRM Developer Series focused on Zoho CRM Queries, happening on June 5, 2025 and June 26, 2025. Whether you're working on CRM customizations, integrating with third-party services, or just curious
Can Clients have Access to their record Attachments in Client Portal
Is there a way to have allow clients access to attachments in their client portal? Attachments is currently hidden in the client portal and I cannot find a way to allow client access. Thank you!
Canvas: how can I edit theme?
This says "Theme Colours", and I would like to edit theme colors (and styles ala CSS). How can I edit these "Theme Colours"? I'm a software developer, so just point me in a direction where I can alter code if needed.
CRM For Everyone - Bring Back Settings Tile View
I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile view
are Zoho Meeting and Zoho Webinar two separate products?
hey all, i'm new to Zoho One and I'm trying to figure out what's the best platrofrm to do a Webinar for my subscribers. I see that Meeting have a Webinar option, but i see there's also a separate product (?) called Zoho Webinar. Are these two actually
Very Worst Experience = Screen sharing was Awful. There is a huge lag. I switched to Google meet, with same network speed, there is no lag at all.
Very Worst Experience = Screen sharing was Awful. There is a huge lag. I switched to Google meet, with same network speed, there is no lag at all. Requesting you to work on your improvements. Otherwise this will give a very poor experience. Thanks,
Enable Native Zia Integration in Zoho Mail Without Requiring OpenAI API Key
Hello Zoho Team, We hope you're doing well. We would like to request a feature enhancement for Zoho Mail's integration with Zia, specifically concerning the AI-powered capabilities like: Auto-complete sentences Generate email content Summarize email Currently,
Email policy not working?
Hi, I created an email policy called "default", under which I created a "default" entry for the access items (the third icon with the key). I've set everything to "ON" (POP, IMAP, ActiveSync, etc.). But then when I create a new user and check it in Mail
One notebook is on my Android phone app, but not on Web or PC app.
This problem started in stages. At first my phone was occasionally failing to sync. Then I noticed two things added to my Phone App. One was an existing notebook had a new cover, and the other was a new Note Card with an odd text in it. These were only
Admin Training
Hello, I would like to get admin training on Zoho Projects. Has anyone had success in finding a class or resource for something like this? Are there any partners out there that offer this kind of training?
Why can't we change or delete the first page of a Zoho PDF?
I've noticed that it's not possible to move or delete the first page of a Zoho PDF, why is that?
Latência
Estou com bastante latência 200ms em São Paulo Brasil para o endereço mail.zoho.com, e email demora para carregar as vezes trava como está por ai ? segue print sabem se é normal ? ping
How to change the module for contact sync from Accounts to Accounts & their Contacts?
Hi, My ZOHO CRM integration is broken and pushing the errors for sales orders and invoices, the error message is: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." So, Now I'm trying to
Top Menu Disappeared from Blog Page
Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.
VOIP integration
I emailed this question to rishi but never got a response. I notice when I mouse over phone number it has a link to launch into SKYPE. We dont use SKYPE we use Xlite SIP client. Is it possible to change that link to launch our client API? If so how? If not any plans to make that VOIP integration customizable?
Add "Ask Zia" Functionality for Report Creation in Zoho Desk
Hi, How are you? We’ve noticed that Zoho CRM offers a very useful feature called "Ask Zia", which allows users to enter natural language prompts to generate reports quickly and easily using Zia's AI capabilities. Currently, Zoho Desk does not support
Compensation | Salary Packages - Hourly Wage Needed
The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.
I can't use zoho in my personal computer
Facing error on monitor Oops! An error occurred
My Zoho Account Not Working, Suddenly its stoped
Hello Team, our company email account is not working, we are not receiving email. Website: www.urgentdubaivisaonline.com Email: social@urgentdubaivisaonline.com
MX verification
Dear All I face a difficulties to verify MX records in my domain alfagrouptrading.sk it is since two days. records are correct and I am waiting for 48 hour I send email shown in the error message with no reply.in addition, it supposed to be propagated
I'm not receiving emails.
Hello. I'm having an issue in which I am able to send emails using my zoho mail, but I seem to be unable to receive them. please help.
Change zoho email address
I am displeased with the email address I created. It's too long.
Departments Limit
There is a limit of departments that i can have on zoho desk?
How to create a form using both contact and account fields?
I am sending a prefilled form from CRM with fields mapped, to update records in CRM. If I link the CRM field to the Contacts module, the Account Name field doesn't come up as an option in CRM. If I added it under Related Fields, my understanding it would
Boost your Zoho Desk's performance by archiving tickets!
The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead
Are Zoho Help Center Email Notifications Customisable?
Hi, I would like to find out if the Zoho Help Center email notifications can be customised to add our own styling and branding? These are the notifications that get sent when a client adds a new topic, adds a comment, signs up to the help center, etc?
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