Zoho Projects API - Searching Projects by Custom Field
Hi How can I search all projects by a custom field? I can confirm that using the search_term parameter as documented here does not work for me: https://www.zoho.com/projects/help/rest-api/search-api.html#alink3 My search term is "22424", which corresponds
Newbie Question re moving a task to a different Milestone
Hi Team, I created a task, but I want to move it to a different milestone. I cannot seem to work out how to do that. Thanks Steve
Projects offline access update
Chaps, Can you provide an update on plans to provide offline access for Projects? The latest request I found for this appears to go back to June 2009. Thanks.
Is it possible to update zoho projects task from zoho sheets having one way sync with the task details available in the sheet?
Hi team, I was working with zoho projects I am having a large number of tasks I am looking to have the tasks with the task information in a zoho sheet and create a one way sync between zoho projects and zoho sheet and update the tasks.
Is it possible to export only the latest comment from a task?
Hi team, I was working in zoho projects but during export I want to only export the latest comment from the task is it possible?
I cannot create groups in Projects
Please help ASAP. How do I add groups to projects as this shows: https://help.zoho.com/portal/en/kb/projects/projects/project-operations/articles/project-groups#Create_a_project_group If it is a specific level of authority in Zoho One, what status is
Power of Automation :: Auto-calculate the duration of the Project.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. One of our
Can't Add A Comment To Project Using Deluge Function
Hi, I'm trying to add a comment to a project using a function in CRM but I can't find any examples of how to do that. I set up a Flow to add a comment to a project triggered on a field in the CRM but I would like to do it in conjunction with a function
Moving projects between accounts
Hi, We have found that two of us are using Zoho Project free subscription, we are really satisfied with the application and that is the reason why we are thinking in purchasing a full subscription. Q: We want to know if is it possible to migrate one of the projects to the other account and have the two of them under a single account. Thanks.
Make mention empty
I want to replace mentions in comments with an empty string.I am using regular expressions to specify the mentioned users, but the mentions are not being replaced properly in the CRM and Projects features,even though I am using the same code. Regular
Task name field permission
Hi! I suggest adding field level permissions for the task name. Our use case is that users should not change the task name (even if it is the owner), as it is set in the template and should be immutable. Thanks!
Zoho Bigin + Zoho Projects integration
Has anyone successfully integrated Zoho Bigin + Zoho Projects to any level? We know we cannot see Zoho Projects in Bigin, but once a Deal is moved to the Stage "Closed Won", we'd like to send the information to Zoho Projects, so we can start working on
Gantt Chart Colors
Hi, my team really would like to stick with Zoho Projects but one of the simplest yet more annoying functions that should be able to be selected by a project team or individual are the gantt chart colors (legend). Right now, the colors are blue shades for tasks and orange shades for subtasks. My team leads really want to have these changed to their specifications since it's hard to determine things at a glance. When can this feature be available?
Change work hours per day for employees
Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.
Invalid Ticket issue in Project API
I am getting error of invalid ticket for all token. URL https://projectsapi.zoho.com/restapi/portal/evincetest/projects/?authtoken=1000.152c87e89e86900a6bbc346e7c8b2de8.b44b90746c3483898cfee6076e449eb7 "error": { "code": 6890, "message": "Invalid Ticket" }
Zoho Tables Integration
I'd love to see Tables as a tab in Projects. I know people have asked to add Tables as a web tab. And, maybe that will work. But, I'd like the link to be specific to one (project) Base, not to Tables in general. So, that would be a lot of Web Tabs to
Planning non-staff costs
What is the intended method for planning non-staff costs such as travel disbursements etc.? I can link zoho projects to zoho expenses, but that only tracks expenses once they've occured. We have projects with significant travel costs that I need to plan
Zoho Projects Client Portal Login
How can I customize the login page for a client portal? I have the client portal for zoho projects set up as a subdomain on my website. As of now, when a clients see the zoho projects sign in page. Nothing about the login page lets the clients know they
Reorder Subtasks within a Task List Template
Love having Task List Templates! They are a great way for us to embed our Standard Operating Procedures within Projects. Use Case: We try to make the order of our tasks and subtasks represent the order in which tasks should be done. I have a situation where we need to add a subtask to an existing Task List. When I do, the subtask is added to the end of the list of subtasks. However, I need to reorder my subtasks so that it's higher in the list instead of at the bottom. I do not see a way of doing
Where is the desktop app for Zoho Projects???
As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
Is it possible to set a Project's layout through the API?
Hey all, I've looked at the documentation regarding the question at: www.zoho.com/projects/help/rest-api/projects-api.html All I can find are ways to read the layouts for the projects through the API, but I need to set the default one to something other
View all Tags
I swear there was a way to view all tags being used in every project rather than clicking on the dashboard of a certain project to view what tags are being used. The wiki (https://help.zoho.com/portal/en/kb/projects/settings-in-zoho-projects/portal-configuration/articles/tags-projects)
How do I move a task to a different task list automatically by setting a rule?
I've a Task list A1 which has a set of Tasks, When i'm moving these tasks to let say the column (Dev Complete - Which is an 'open' task) i want them move automatically to Task list A2 column (Staging Open).
Power of Automation :: Automatic creation of the team in a project based on the selected project group.
Hello Everyone, A custom function is a software code that can be used to automate a process and this allow you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
About the project webhook
When the latest comment is added to the comment field of a task, it is posted by the webhook and handled by the CRM function function so that cliq is notified to the user. However, if the number of characters in the comment is 361, it will not be notified,
Remove Due Date Time
I'm trying to remove the time on the due dates. Is this possible? We don't need it to be an exact time. We have people getting labeled "late" for marking something complete at 8 pm instead of 5 pm. We don't care about time. Just needs to be done that
Silent Mode?
It would be nice to have a "silent mode" for project managers that would mute notifications to users when initially setting up a project or making many changes all at once. Is this possible?
Task view that allows me to edit the project details
Out team like to be able to create a Task View that also allows them to edit the Project Level Details. In the interest of minimizing clicks, it would be great to be able to see a task view (filterable by the task status) that would also display and allow
Power of Automation - Automatically activate the Roll up functionality whenever a project is created
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically activate the Roll up functionality whenever a project is created Here is the code for
Set Reoccuring Tasks in a Project Template
Hi There I have two questions that relate to making tasks re-occuring. 1. Is it possible to set tasks as re-occurring in a project template? 2. Is it possible to check box more then one task at a time to make them re-occuring on a project? We have several customers with the same packages that we use a template for when setting up their project - to be able to have all the tasks already set to re-occur would be a time saver. It takes quite a long time to go into each task to make it re-occuring
How to generate report from project milestones
Dear Concerns, Regarding to Zoho Project, I currently use milestone to plan the key activities with expected revenue. I would like to generate report to see revenue forecast base on milestone date and revenue. please suggest how to create that report
Timesheet Lock Module and Request to Unlock Module
Dear Zoho Team, I have Product Designer and I have many times used to zoho project applicaiton. I have here to idea share about Timesheet Lock Module and Request to Unlock Module. Many people fill timesheets daily but do you realize that back timesheets
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
Email notifications to project members - how to deactivate?
Hi, By default team members are notified by email of every actions made in the project. How can I deactivate *all* the notifications? I prefer to stream that to a RSS feed? is it possible? Thks in advance! Francois
Web Tab - Zoho Projects - Android
Hello, everyone! In the latest Android update (v3.8.11) of the Zoho Projects mobile app, we have brought in support for Web tabs. What are Web Tabs? Web Tabs essentially allow you to integrate web pages or applications directly into Zoho Projects using
Creating departments and sub-units under each department
Do we have any option in Zoho Projects to create multiple departments and sub-units under each department and access control enabled for each department and unit. Currently we are not able to maintain projects across different departments independen
Time Log User Restriction - preventing time logging on specific tasks by anyone
Hi, I've only recently discovered the "Time log user restriction" feature in Zoho projects, and it appears like it will solve some big problems for us, but it isn't quite working: If i restrict time logging to either "task and issue owners" or "associated
Setting up hierarchy at client company level
Hi, I'm struggling to get my head around what (IMHO) should be a really simple part of Zoho Projects, the ability to view things at a Client Company level. My employer regularly runs multiple, multi year projects for our clients and would need to see
Power of Automation :: Automatic removal of the associated team folder once the Project is Archived.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Display tasks linked to an issue for client users
When I open an Issue, I can see links to other pages, such as Comments, Attachments, Resolution, Status Timeline. A client user seems to see only these four links. A regular user can see more, such as LInk Issue, Tasks, and Activity Stream. I want to
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