Introducing Version-3 APIs - Explore New APIs & Enhancements
New Update - The end of life timeline for V2 APIs has now been extended to 30th June, 2026 Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better.Build an approval management system with Custom Modules
Dear users, Task management is at the heart of project management. But not all tasks are created equal. You can have your tasks reviewed before any work begins, to improve transparency or stay within budget or as part of your process. Zoho Projects allowsAutomation Series: Auto-assign Resources as Task Owners
In Zoho Projects, task ownership can be set automatically during task creation, allowing resources to be assigned based on the task name. Resources are work equipment or tools added to the portal to monitor their usage across projects. They can be assignedBulk Associate Tasks/Task Lists to Milestones (Similar to Issues)
Hello Zoho Projects Team, We hope you are doing well. We would like to request an enhancement regarding Milestone management for Tasks in Zoho Projects. Current Behavior: In the Issues module, it is possible to select multiple issues and easily associateAutomation Series: Sync Task Status with Zoho Desk Tickets
In Zoho Projects, you can automatically close and reopen an associated Zoho Desk ticket when the status of a task is changed. This syncs the current state of the task with the support ticket without manual updates. For instance, a support team handlingAutomation Series: Move Tasks to a different Task List on Status Change
In Zoho Projects, you can automatically move a task from one task list to another when its status is updated. This keeps your tasks organised and ensures better visibility while reducing manual work. For instance, during a product launch, the marketingHost in US Data Centre
I humble apply to be registered on US Data centreconvert the project to templet
i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every timeUnable to integrate Zoho Projects and Zoho Workdrive
I'm a Zoho One subscriber. When I go to Zoho Projects > Settings > Marketplace > Zoho Apps I do not see an option for Zoho Workdrive but I do see one for Zoho Docs that does nothing. How do I get the option to integrate Zoho WorkDrive and Zoho ProjeEffective project and task customization with CodeX
Dear users, Beyond Task Lists is a series of articles aimed at showcasing the various customization capabilities of Zoho Projects. We'll discuss real life project management scenarios, use cases, and requirements that needs combining multiple features.CodeX Scripts for Enforcing Custom Project Logic
Every organization has a defined way of executing projects. There are clear expectations around how tasks should move, when projects should progress, and which actions require validation. When these rules are consistently followed, projects remain structuredDifferent Task Layouts for Subtasks
I was wondering how it would be possible for a subtask to have a different task layout to the parent task.User Automation: User based workflow rules & webhooks
User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in ZohoAbility to Set a Unified Tab Order/View for All Users in Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)Automation Series: Auto-create Dependent Task on Status Change
In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup usingClosing off tasks automatically based on project status
Is there a way to close off all open tasks when a project is set as Cancelled?Automation Series: Auto-Notify External Users on Issue Closure
Hello Folks! In Zoho Projects, you can notify external issue reporters via email when an issue is marked as Closed. This helps the users avoid manual follow-ups and keeps the reporter updated. In this post, we’ll walk through a simple setup using a WebTime Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepIntroducing 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,How do people handle using Outlook and Zoho Project calendar at the same time?
We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"
We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. InIs it possible to enforce a single default task for all users in a Zoho Projects ?
In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different usersReusable Jira Connection for Multiple Zoho Projects Imports
Hello Zoho Projects Team, We would like to raise a concern and submit a feature request regarding the Jira → Zoho Projects migration process, specifically around how Jira connections are handled. Current Behavior: When setting up a Jira connection forGetting Project Template List using the REST API
I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project TemplatesUpdate on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happyGroup by Owner/ Owner Kanban /Group by Custom Field
Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on. We are seeking an optionZoho Sign for Zoho Projects
Documents authorization and validation with signature is now easier in project management with Zoho Projects' Zoho Sign extension. Sign documents or send them for signatures directly from tasks and issues using Zoho Sign extension in Zoho Projects. ExtensionStop completed task lists from disappearing?
Is there any way to stop projects from making tasks lists disappear when all the tasks in the list are completed? That's one of those little things where we're constantly fighting the product. For instance we have some projects which are ongoing - no start and end date. We use Kanban view to show the various task lists. We don't want the kanban list to disappear every time the items on it happen to be closed out. ThanksAutomation series : Close all tasks once the project is completed
When a project is marked as Completed, it might still have open tasks such as recurring tasks that were not marked as complete, tasks that are no longer relevant, or tasks that no longer need attention after closure. To ensure the project reflects itsPreserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We useAutomation Series: Auto-update Phase Status
Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate yourHow to update custom multi-user field in Zoho Projects?
I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.Power of Automation :: Automatic Task Status Handling for Users
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateCan we handle a support like (incident management) project in Zoho Projects?
Hi, I have a new profile of a project whereby we provide "ticket" base support to a client. They have a request and ideally we would handle comms via a email exchange logged in Zoho. Today we use Zoho Projects for all out projects, which means that weAutomate Timesheet Approvals with Multi-level Approval Rules
Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated toPower of Automation:: Automating SLA Timelines for First Response & Resolution for Issues module.
Hello Everyone, Ever wished SLAs could update automatically based on issue severity i.e no manual tracking, no missed timelines? That is exactly what one of our customers, Alex, wanted to achieve in the Issues module. So, we have setup a simple automationIs it possible to assign Client user to external task ON PROJECTS' TEMPLATES?
Is it possible to assign Client user to external task ON TEMPLATES PROJECTS?Accessibility Spotlight Series - 1
Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespectiveCustomize User Invites with Invitation Templates
Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align withProject Approval Process Workflow
Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of theNext Page
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Introducing Version-3 APIs - Explore New APIs & Enhancements
New Update - The end of life timeline for V2 APIs has now been extended to 30th June, 2026 Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better.Build an approval management system with Custom Modules
Dear users, Task management is at the heart of project management. But not all tasks are created equal. You can have your tasks reviewed before any work begins, to improve transparency or stay within budget or as part of your process. Zoho Projects allowsAutomation Series: Auto-assign Resources as Task Owners
In Zoho Projects, task ownership can be set automatically during task creation, allowing resources to be assigned based on the task name. Resources are work equipment or tools added to the portal to monitor their usage across projects. They can be assignedAutomation Series: Sync Task Status with Zoho Desk Tickets
In Zoho Projects, you can automatically close and reopen an associated Zoho Desk ticket when the status of a task is changed. This syncs the current state of the task with the support ticket without manual updates. For instance, a support team handlingAutomation Series: Move Tasks to a different Task List on Status Change
In Zoho Projects, you can automatically move a task from one task list to another when its status is updated. This keeps your tasks organised and ensures better visibility while reducing manual work. For instance, during a product launch, the marketing
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Bulk Associate Tasks/Task Lists to Milestones (Similar to Issues)
Hello Zoho Projects Team, We hope you are doing well. We would like to request an enhancement regarding Milestone management for Tasks in Zoho Projects. Current Behavior: In the Issues module, it is possible to select multiple issues and easily associate
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Introducing Version-3 APIs - Explore New APIs & Enhancements
New Update - The end of life timeline for V2 APIs has now been extended to 30th June, 2026 Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better.CodeX Scripts for Enforcing Custom Project Logic
Every organization has a defined way of executing projects. There are clear expectations around how tasks should move, when projects should progress, and which actions require validation. When these rules are consistently followed, projects remain structuredAutomation Series: Auto-create Dependent Task on Status Change
In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup usingTime Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepIntroducing 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,
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