Timesheet Export Fields
Hi, Is it possible to specify what fields are included when I export timesheets? I would like to be able to see the Task List name for each line since that is my way of grouping the related time charges. Thank you, Kathy
Request: Create Task Lists based on picklist/checkbox selection on Project fields
It would be a life saver and a valuable automation feature if task lists could be automatically created based on checkbox/picklist type field selections on the Project layout. Carrying over the order of such task lists from the project layout would be
Create a Recurring Task?
How can I create a recurring task? I found the blog that explains how to do it but I haven't been able to follow it successfully.
Why tasks in template project are not created ?
Hi, I don't know why, but when I want to create a project template are a new project from a template, tasks don't come with the creation. Do you have an idea ? Thank you.
Is it possible to automate an email alert when a project field is updated
Hi I need to create an alert when a user updates a field in a project record. The field is a date field " Proposed Go Live Date" in the project details page. When a user updates the value in this field I need an alert to be triggered to send an email
Bulk Copy of Tasks
Is it possible to select multiple tasks to make copies of all of them at the same time without needing to create a template? The description for the method to copy a task is clear but it is limited to one task at a time. (https://help.zoho.com/porta
ZOHO project roadmap
Hello, we're evaluating to move from ZOHO Project to Microsoft Project. Anyway, I'd like to to ZOHO project roadmap to evaluate the investment. Thanks.
Sharing Documents outside of my organization
-I can share documents just fine, and prefer sharing Project Specific documents from the project as opposed to -using Workdrive. It works find for me, even though it's not as intuitive as I think it could be. My problem is, I am an admin, and out users
How to add notes to a specific task
I know I can make overall comments on a project in the Dashboard area, but is there a way to add a note to a specific task? I looked through the forums and the only posts I could find were more than 10 years old. Thank you!
Text in the descritptions is not searched for when using the Search field provided. This is a vital area when 'Searching' for specific issues
Modification request- More depth on search engine- This is a bug. Search should should for Description Missing Key field in which should be applied in search. Problem ‘Description’ is where the main body of information is entered about an issue. If there is no search available for that area of a report, it makes the search feature inadequate 1. Access Zoho 2. Click on any project 3. Click on Bugs tab and Bugs sub-tab 4. On far right side locate Search bar 5.
6500 General Error when uploading files for a comment via the API
Hello, I am trying to create a comment for a task via the API, and upload files in the task comment. When I use Postman, everything works fine, both the comment and files are added. However, when I use axios in Node.js to send a POST request, I am getting
Please add a function to convert task into Calendar event
I highly recommend this function /feature to is able to convert Tasks into Calendar event just like what outlook could do.
How to scale project templates
We are planning on using Projects for assembly order projects that have common tasks, so I would like to set up templates. However, I have not found a way to scale the length of all tasks by the amount of items that needs assembly. For example, if Widget
Add User to Task in Task Template
Can you add users to task within task template? We offer the same tasks for multiple projects and assign them to the same people. Examples of tasks include: Graphic Design Copywriting Proofing What's the fastest way to assign users to project tasks in
Handy ways to delegate tasks
Hello, all! We are back with a new update on the Tasks module that simplifies task ownership management. There are five handy options to delegate tasks in a project and let's see them below. Select one or more tasks to enable the Bulk Update checkbox,
Add a subtask to my Zoho CRM as a task
Greetings, I hope find all good and safe! It is not being possible to add a subtask to my Zoho CRM, the link to add to my CRM appears always (when creating the subtask, after in the subtask list when the subtask is selected), but when I click on these
Tasks not loading fully - Search issues - reg.
We are having around 1000 + tasks in Task lists - Milestone, but as the tasks are not fully loading in one shot, because of which we couldnt able to search tasks properly until the entire tasks are loaded. Is there any option to come around the same
App Spotlight: timeBro for Zoho Projects
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. timeBro for Zoho Projects The timeBro integration for Zoho Projects offers an
Milestone - Edit Date Completed
I've noticed a new change with Project Milestones, they are no longer separated by Active Milestones and Completed Milestones, but there is a Status button that you change. However, there used to be a Completed Date field/column. Now it just shows Start
Use templates to create similar projects
Create custom project templates and use them to start projects that are similar or repetitive in nature. For instance, a publishing company handles a variety of books like management, research, STEM etc. Each division follows their own process and the
A better way to calculate completion percentage.
Currently the developed zoho project program calculates a percentage calculation on the project overview page. (See % area in picture below outlined in RED) This percentage is currently calculated by dividing the TOTAL NUMBER OF COMPLETED TASKS by TOTAL
Please enable sorting for more columns in Plain View
Plain view is an excellent view to work in, but I find the usefulness of it greatly reduced by the inability to sort by several major columns. Examples: When looking at Plain View for a Project, the first thing I want to do is sort by owner. The next think is by Task List. Neither is possible. Yet I can sort by Status, Due Date etc. When looking at Plain View in My Tasks, the first thing I want to be able to sort by is Project. Not possible. Can sorting just be enabled for all columns? The CRM team
A parent task can not be made dependent on the completion of its subtask(s)
I can designate a parent task ("Check earthing") as dependent on the completion of one or more of its subtasks, but someone who has been assigned the parent task and its subtasks can close the parent task and all of its subtasks with close without a warning
Resources are not Users and Users are not Resources
The good news is that we are committed to using Zoho Project because it has great value and functionality. The bad news is that there are basic improvements that need to be made. One of my pet peeves with Zoho Project is the blending of Users and Resources. Resources are not Users and the requirement to have an email address for every Resource is cumbersome and not practical. In addition, having to pre-register a Resource in a convoluted fashion is frustrating. Users are not necessarily Resources,
Create project form quotes using custom function
I am trying to create a new project from quotes using below code. have already created a connection using zoho qauth. it was creating a project earlier without the quotes id and details. However, I need to have the project created with details from the
Projects - Weekly Time Log - User changes incorrectly after Project selection
I am reviewing Projects for our needs and I am for the most part satisfied, but not sure if the issue I've come across is a bug or a misconfiguration. I have the need for multiple users to be able to access projects (I setup a Team and associated it),
Change the assigned task owner depending on the task status defined in a blueprint
If a blueprint is being applied to a task then it would be useful to be able to change the assigned task owners depending on the currently worked on workflow status. For example look at the process of a documentation task where the "document writer" is assigned to draft a text. When the drafting status is finished then the task is assigned to a "proofreader". In that case the task owner should be changed to the proofreader. Both of the "document writer" and the "proofreader" should be listed as the
Trying to set up templates that include checklist(s)
I am pretty new to Zoho and am looking to create templates for recurring tasks but want to use checklists. An example: Tasklist 1 >Task A >SubTask1 >Checklist A However when I create this structure, and choose Make as Template, it strips
Group My Tasks Kanban view by projects.
It would be extremely useful to have some additional ways to see Kanban breakdown in My Tasks. By Project would be especially useful. Thank You
Change task columns for users?
Is it possible to change the default/starting task columns our users see? In the project template, I've modified the task columns (which columns appear and their order) but when I create a new project from the template, those modifications don't come across. Thanks, Scott
Project folder permissions
Is it possible to create separate permission for the document folders within a project? One group of project members will have access to one folder and a second group will have access to another folder. I would like to know if this is possible and if so how can it be done?
Customized fields within Milestones
Hey Zoho Friends, At my company, and I'm sure many others, the ability to add custom fields to milestones would be super beneficial. From an agile marketing perspective, one of the main measurements we use is protectiveness and timing of milestones in order to plan and mange projects efficiently. If we had the ability to add planned time within a milestone and also state whether the milestone was proactive or reactive it would help with our overall reporting and our company initiative of becoming
can a milestone have more than one owner?
hi, Is it possible to customise the milestones fields so that I can allocate more than one owner to a milestone? Thanks, Liz
Custom Fields in Milestones?
Very happy to see the new roll-out of custom fields for tasks! VERY useful for us!! That being said, we'd really like to see custom fields added to milestones as well. Here's our use case example: We use milestones to trigger billing, i.e. when all the tasks/tasklists associated with the milestone are complete, the milestone is closed and that triggers an invoice that goes out to clients for the work that we've done We would appreciate a field in the milestone that we could use to indicate the total
Can I copy a project plan?
I want to copy and rename a project plan but do not know how to do this?
Import tasks to multiple project
Hi, We have about 500 projects to import to zoho project. We find a way to automatically create all 500 projects easily in Zoho Project but we cannot use project templates because we have differents tasks to import to differents projects. Is there a
No access to sprints board about projects
Hello, i connected one project with zoho sprints and can not access on sprints (show board) about sprints-tab from project. I get error no access to sprints.zoho.eu.
How to schedule a meeting
Hi What is the best way to schedule a meeting associated into a project from ZOHO projects?... I don't see a tab for activities or something like that!
Need CRM level of automation for Projects and tasks , not just Issue automation
create projects based on status of project or task Send notification to client when a task is marked complete or when a project is marked complete Ability to edit notifications (mine shows it's editable, but nothing actually shows up when I start typing) Create tasks at push of a button like in CRM Blueprint so all your projects are handled the same way Workflows that you can trigger, based on a number of criteria Anybody else sick of creating projects manually???? Even with task and projects templates,
Archiving Projects - Losing info on Time Entry
I am trying to close out a project so that no more time can be entered against the project since it is complete - however when I change the status to "Archived" - it no longer shows the hours logged against that project in my Time Entry Export. This inhibits my ability to track utilization across team members. Is there a way to close a project but still be able to track the hours that were logged against it?
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