Task Ownership
In our organization we are running into the issue of who owns (is responsible for) the task. Is there anything on the table to have two groups when selecting task users. One to select the Task owner and a selection to assign people associated with the task. Thank You! B
Assign tasks by Associated Team
How can I assign a task owner by Associated Team? Right have a template project with 400+ Tasks. I've associated each one with the team. Then on the project layouts, I select the person from each team. I've create a workflow rule that If So-and-So is
Issue Tracker
HI Team, I have a question. I am using zoho projects and i created 200 projects in it. Now I need a common platform for the external users who aren't using Zoho. I mean to say i will be sharing a Web to Issue form to a non zoho user who will fill the
Creation of Multiple Projects Tasks with similar Automation processes
INTRODUCTION ====================================== This is for a task with a StartDate which is recurring. I am looking to achieve the following type of automation -> a single task can cycle through any number of Steps, before completion (eg for example
Custom Fields Values not gettimg set by Create Task API
Hi, I am trying to set custom fields on task from external platform. Task is getting created successfully but the custom fields not getting set in Task. I tried various ways to add custom fields values In Request JSON while sending request along with other paramete. Task created successfully but custom fields not getting set. URL: "https://projectsapi.zoho.in/restapi/portal/[portalName]/projects/[ProjectName]/tasks/"; Tryout 1: var postData={ "name":taskName, "flag":"internal", "person_responsible":assignTo,
Private Extensions in Zoho Projects
Extensions are used by developers to build and host their applications. In Zoho Projects, users can add new features or host third party applications using extensions. By integrating with Zoho Sigma, these extensions can be shared within the product among
Task Automation Is Terrible In Zoho Projects... Why?!
My team does the same thing... every single month for every single client. Think of it like this... Parent Task >> First thing we have to do >> Second thing we do 3 days later >> Last thing we do 5 days after the second thing Every. Single. Month.
Action Cards in Zoho Projects Bot
If you are a Microsoft Teams user who is also a part of the Zoho Projects portal, you can now access the Zoho Projects Bot and start working on projects directly from your Teams workspace. Consider a scenario where you would like to add a comment to an
Zoho Projects | Unable to update the Status in all Projects
Updating the Status in all Projects in our organization Zoho Project is restricted in all the users. Kindly revert to us ASAP to avoid delay with our collaboration. And also please explain to us what was the cause of the issue. Thank you.
New Type of Field for Task Layouts - Relational Fields
It would be super helpful to be able to create relational fields on task layouts. When added to the layout, you would pick the Zoho product/area for the field. When in use, you would be able to search and select a single item from that other Zoho product,
Update Record Example Deluge Script
Hi, I need to write a deluge script to update a Projects task. Since the "update" API asks for "Record Id" , I must fetch the task first, then update it. Here the issue is that: I must pick the Task Id from the response object of the getRecords API,
Import/Export into Zoho from Microsoft Project
I am new to Zoho. What are the steps from exporting from Microsoft Project into ZOHO?
Bulk task or milestone creation via import or template?
Can a set of tasks or milestones be created by importing (eg, from a delimited file), or from a template of multiple tasks? We frequently create sets of tasks associated with an event. Each task has a different date relative to the event date. In Google Calendar and AirSet for example, we can import a csv file that creates a set of tasks. (We use an excel template to calculate the task deadlines now). Is bulk task creation possible in this way?
Pause Timer and Add Notes in Zoho Projects
In Zoho Projects, timers are used to record time taken to complete tasks and issues. These timers can be started, paused, and stopped. You can now add a note whenever the timer is paused. For instance, consider a scenario where you are working on a task
Close a task and automatically open other task
Hi, I'm new to Zoho Projects. I've read all docs and have done a lot of tests, but can't make it work. The goal is pretty simple: If a user closes a specific task, automatically other specific task has to be opened (without user interaction) How can
Drag and Drop Project Order
My company has a need to order projects in order of priority. A resource could be on multiple projects, but the priority of each project may change when a new, higher priority project is created in Zoho. We would like to be able to change the priority
change client user to project user
I created an account for the PM of vendor we are working with. I have learned that she cannot see the same dashboard, task updates, etc that I can. In this situation there is no reason for her not to see what I see. Can I change her account to a project user/employee or do I have to delete her client account and create a new one under the project users? Any risk to this that I am not thinking of? Thanks, T. Shawn
Images Posted in Projects Tasks/Comments/Status Not Visible
Ever since the new version of Zoho Projects came out, I've noticed when we copy/paste emails with images or logos into Project task descriptions, comments, or feed/status the images do not show up. In fact, the thumbnail of where the image should be is
Why can't we copy task list?
Why can't we copy / clone the task list in the project? I can only copy one task few times. Or i can make a template of task list and then implement - but when we do it we make a trash in templates.
Reassign all task from one employee to another
When an employee leaves the company - how can assign all his task to another employee?
userdefined views of tasks
Hello There, I created a user defined view for tasks with the criteria: task depency IS independent tasks AND task list IS ToDos (a task list within the project) Now the problem is that I want to use that view for all my projects and the task List 'ToDos'
Scope with Multiple Tokens
Hey everyone, This might just be me being a rookie, but I'm not understanding how to pass multiple tokens for a given request. For example, I'm trying to retrieve all the documents for a given project via https://www.zoho.com/projects/help/rest-api/documents-api.html#alink1.
Set Global Task Notifications to be sent to each use task user for a project 3 days and 7 days prior to a task due date and another for one day prior to a task starting
Can an enhancement request be put in to Zoho to be able to set global task notifications to be sent to each use task user for a project 3 days and 7 days prior to a task due date and another for one day prior to a task starting? This way it is a notification
Project template - task owner
Hello There, I already created a project template and now I want to assign tasks to a certain employee within the template. Because we have a certain working process where same tasks reoccur every other project. Problem is that these tasks can only be
Integration with OpenID
providing SSO (single sign-on) across ZOHO apps would be wonderful, especially for integrating ZOHO apps with my other business applicaitons.
Zoho Docs and Projects Integration
I am looking to have documents that are being edited in Zoho Docs, such as Zoho Show documents, to be shared in Zoho Projects. Lets say there is a task to create a Zoho Show, can that show be inserted into the Project task?
Custom fields to appear on Gantt chart
Looking for something simple to add any custom fields that can be created within the task that you are able to display on the gantt chart overview. For example Tasks show the user that is signed to this task. However, being able to add an additional
Countdown timer for work Hours
We start to use timers and I think that a manager should be able to se a task as a countdown timer. This means that the estimated work hours should be used as clock ticking and the owner should accept that this is the time to complete his work. This will increase productivity dramatically and also wont let users forget other tasks in the pipeline. I am constantly spending more time on tasks to optimize the result but an hour MORE on a task means an hour LESS on another. A perfect result is nice but
Assign tasks to users from the Resource Utilization chart
Hello everyone, Managers track and manage workload of their team members to avoid burnout and optimally utilize their skills. The Resource Utilization chart in Zoho Projects makes this job easier by providing visual indicators of an individual's workload.
5 easy ways to manage tasks - Post Two
In continuation with our earlier post on managing tasks, here are 5 more ideas. 1. Add a task: Simply tap 'T' from the task classic view to open the New Task form. 2. Reorder task lists: Tap the ellipses icon in the upper-right corner of the task classic
5 easy ways to manage tasks
Did you know that there are quicker ways to manage tasks in Zoho Projects? Here are 5 ideas to quickly manage tasks. 1. Quickly add tasks: Here are two options to quickly add tasks to your projects: Hover over a task to view the gear icon on the left
Ability to add tasks to my day on Zoho projects
Is there any way to add tasks to my day on Zoho projects? For example, our employees will log in in the morning and check their high-priority tasks. From that, they should be able to pick the top 3-5 tasks and add them to my day. At the end of the day,
How to manage combined consulting + training type of assignments
Hi! I need guidance on how to manage a special type of assignment we have at our consulting company. Some of our assignments combine consulting work with standard training. For the consulting portion, we quote time and a user rate and we charge for the
Update Task reminder_string formatting
Hello, I'm trying to update a task's reminder settings using the API, and I believe the reminder string is formatted correctly, yet updates aren't taking effect. The call "succeeds", but returns no task details. The reminder string is formatted as such:
Projects - Cannot Access a Project's Dashboard, Task Details, Gnatt Chart, ETC
When I select a project I created or someone shared with me, I get several Errors. The Dashboard doesn't load. Individual tasks say they're removed or deleted, when they're not. Gantt, Documents, Timesheet, Issues, and Forums gives this error: Ouch !
Problem with ZSC Key by integration of Zoho Projects with Zoho Books
Hi, I am trying to enable integration of Zoho Project with Zoho Books and need a ZSC Key for that. I've checked the knowledge base on this topic and the ZSC Key should be available in "Developer Space" in the Set Up, right between "Marketplace" and "Data
Bulk downloading of documents
Is it possible to download multiple documents at once, or even a whole folder? Am I missing this somewhere? Thanks.
Work planned/Resource Utilization
Hi There I want to view my teams entire pipeline of work - I want to clearly see the "work Planned" Hours for each task and each team member with a total number of Hours assigned for each team member for that week. It looks as though the resource utilization feature is the best way to do this, However why doesn't "total work allocated hours" include the "work planned" for over due tasks? If something isn't completed and its overdue, obviously the pipeline should allow for those hours of work in
Deleting a word deletes the previous space.
Noticed a bug in Zoho Projects, when a user selects and deleted an entire word. Then the previous space also gets deleted. For example if we write the following description: This is an example If I select the entire word "example", then the text would
Export all projects, tasks and documents
Good day! I need to make a backup of all our projects (all data, tasks, documents/files, etc), how or where to do this? Thanks!
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