Zoho Projects - Linking CRM Deals to Projects via API without sending customer contact email invitation to project portal
We are using the Zoho CRM and Zoho Projects APIs to automatically create a project in Zoho Projects and then associate that project with the relevant Deal in Zoho CRM. The API process is working in that the project is created successfully and appears
Orchestrating project workflow with e-signatures
Dear users, Your business can have robust task, issue, and resource management systems but it still silently bleeds time and money as documents stay stuck at stakeholder approval. Document signatures introduce indefinite wait times, and nobody inside
Automation Series: Percentage-based Time Allocation
Employees in an organization work across several projects simultaneously. Their work hours are split among multiple tasks from different projects. Logging time for each task manually can lead to inconsistency, and the effort rarely gets divided equally.
Zoho Projects - Cloning a task does not trigger task workflow when created
Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new
Introducing CodeX Scripts for Custom Modules
When a project involves processes beyond the usual modules such as tasks and issues, teams often create Custom Modules to keep information organized in a way that fits their workflow. Once those records become part of the process, there may also be specific
DYK 13: Time log Restriction Based on Project Status
Did you know you can pause time logging when project moves to a specific status? In many organizations, time is logged alongside daily tasks. After a project moves to a specific status, continuing to log time against it might lead to billing discrepancies.
Project Management Bulletin: September, 2026
Zoholics India 2026 is almost here and the excitement is absolutely electric. Our global headquarters in Chennai is abuzz with celebration as we mark 30 years of Zoho Corp. If you are attending, come say hello to the creators of our project management
Total time logged by tag without date range filter
Hi there, I was wondering if there's a way to get the total time logged for all tasks with a specific tag, without applying any date range filter. Thank you!
Timesheet entry and comment on the actual timesheet
Dear madam/sir, It would be really helpful if we could add an option to comment on a specific timesheet entry, after the employee logs a time-log. Would that be possible in the future? Or can you suggest another way to do this?
Create Custom Module Using AI in Zoho Projects
Every team has its own way of managing work. While standard modules support common project management needs, many business processes require their own structure, fields, and terminology. With AI-powered Custom Modules in Zoho Projects, users can create
Project Specific Feeds and Tighter Time Log Controls
We've rolled out a set of updates that make it easier to stay on top of project activity and improve accuracy while tracking time. Check Feed for a Project The Feed under Collaboration used to show updates from all your projects at once. Now you can narrow
Can you import projects into Zoho Projects yet?
I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects
Automation Series: Auto-create Projects from Custom Module Approvals
In an organization, projects are created from approved proposals that are submitted by responsible teams. These proposals are evaluated by relevant teams prior to execution. After approval, creating projects with the necessary details from the proposal,
Scheduled and Automated Report Delivery from Zoho Projects
Zoho Projects has useful reports including task reports, timesheet summaries, and workload charts. However, there is currently no way to schedule these reports to be automatically delivered to stakeholders on a recurring basis. This means: Project managers
Change 'default' project dashboard
Is it possible to change the default project dashboard for all projects? Both in layout and in what widgets are shown? We have a lot of (short-running) projects and I want to quickly see the tasks and milestones when I open a Project, but I don't want to change the layout for all my projects manually. Thanks, Menno
Timesheet Task Icons
In the image below which shows the task field drop down when creating a timesheet against a project and task. What do the icons mean the the right side column against each task? I can't find any documentation or guide that explains what the no entry sign,
Collaborate Visually with Whiteboard in Zoho Projects
Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity
DYK 12: Turn Email into Work Items
Did you know you can add work items to your Zoho Projects portal directly from your inbox? The initial step of important collaborations start over an email, and most of these require an immediate follow-up by creating a task, or reporting an issue. During
Create Flexible Layouts with Layout Rules
In a project, when a work moves from planning to execution, the information teams need can change at every stage. A project can need one set of details, a phase can need another, and a custom process may require an entirely different set of information.
DYK 11: Blueprint Import
Did you know you can import task blueprint into Zoho Projects instead of building it from scratch? Tasks can sometimes have multiple stages and move through several stakeholders before completion. Without a defined process, task changes can happen without
Roll-up on project created from template
I have a standard project template that I use to generate almost all my projects, and I want to roll-up tasks on a particular project I've just created. Documentation claims i should be able to roll up a new project after it is created, but there is no
Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
TimeBro/Memtime Time Tracking Import Errors
Our staff use Memtime (formerly TimeBro) to track working time, and we have the Zoho Projects integration installed, so that the entries are mapped to Projects/Tasks/Issues automatically. Today, we've started getting the following error when attempting
Zoho Projects - Will there ever be a send email feature in Zoho Project?
Hi team, Are there plans to or will there ever be a sendemail feature in Zoho Projects, brining it in line with other similar platforms like Asana, ClickUp and Monday? I know that you can add comments via email to a specific task, but I believe this only
Keeping project teams in the know with Zoho Cliq
Project management is all about processes, data flow, and maintaining order. But communicating appropriate information at crucial times to stakeholders is as important as the moving parts of a project. Zoho Cliq can facilitate effective communication
Project status update visibility within a project
Currently the only place within Zoho projects to see status updates for a given project is actually not in the project it's self it's in the Collaboration section and then by searching for a given project and clicking on the status tab. It would be great
Automation Series: Auto-update Project End Date When a Task is Rescheduled
When a project is planned, tasks are scheduled within the projects timeline. Any delay in the predecessor tasks can delay dependent tasks, which can in turn impact the project timeline. Unless the project is manually rescheduled, the end date might not
Stop Zoho Projects From Automatically Adding Client Users
I have a custom function that creates a Zoho Project for every Quote attached to a Deal when it moves to Closed Won. Everything works fine, except for the fact that connecting a Zoho Project to the CRM automatically takes the Contact associated with the
Improve User Onboarding in Zoho Projects with Zoho DAP
Rolling out new processes or onboarding new users in the tool comes with a familiar challenge: the employees need guidance at the moment they are doing the work. Traditional training sessions and knowledge sharing often require users to leave the application.
DYK 10: Restrict time logging for past or future time
Did you know you can define a time logging window for your team with Zoho Projects? In a project, users often log time at different points of the day depending on their scope of work. Those who switch between onsite tasks and their desk work might not
Possibility to modify a standard wedget to create my own customized wedget
Below is the std wedget available for dashboard which is great to show the the overdue, current, and all tasks as well as issues for each team member. My problem is this; The list of users cannot be edited (there are admin users which are not relavant
How to update task start date when project start date changes?
Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project
Charge to add client users to a ZOHO Project?
Is there a charge to add client users to access a zoho project portal? An additional license charge or any other additional costs? Thank You
Zoho Projects - Add Event Change as Trigger
I am currently trying to create an automation in Zoho Flow that sends a notification when an Event is updated in Zoho Projects. At present, Zoho Projects only provides a trigger for Event creation. There is no trigger available when an existing Event
Time Log Grid View: Refined for detailed time tracking
Tracking work hours across tasks, issues, and team members has always required jumping between views and piecing together context. The updated Time Log Grid View avoids that. It records your team's logged hours against tasks and issues in a unified, interactive
Improvement Suggestions On The New Timesheet Grid View
Hi Zoho! This morning I discovered the new Grid view for the Timesheet module. I'm always happy to see new features rolling out for Zoho Projects, but I think this view could use some improvement. My main concern is with the progress bars in the grid.
Project Management Bulletin: July, 2026
Welcome back to a new edition of project management bulletin craftily curated with all new updates from our suite of project management products--Zoho Projects, Zoho Sprints, Zoho Projects Plus, and Zoho BugTracker! Before we begin, we wanted to share
Introducing the Revamped Zoho Projects Chrome Extension
Zoho Projects Chrome Extension brings your project management capabilities directly to your browser. Users can access all their portals, create tasks, file issues, log time, and stay updated on project activities without navigating to the main application.
Zoho Projects: Q2 Updates 2026
Dear Users, During the first quarter, we launched our most advanced version of Zoho Projects, namely Zoho Projects Infinity. With support for Custom Modules, Custom Dashboards & Reports, along with built-in AI tools, we enabled users to create their own
Sub-projects
Hi, Can we create a sub-project. Client1 1. project1 1.1 sub-project1 1.2 sub-project2 2. project2 2.1 sub-project1 2.2 sub-project2
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