Importing Project template from another organisation

Importing Project template from another organisation

Hi,

For one organisation I need to copy a Project template I built for another organisation.
The current template uses about 20 fields for the project details, a list of about 50 tasks, and a set of 4 tabs. There are 2 automations also linked to new projects (not specifically the template).

How can I easily export / import template or migrate from one organisation to another (even if partially)

Using Deluge and Zoho Projects API is also welcome

Regards

    • Sticky Posts

    • Tip: How to print the Gantt View

      Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
    • Project Management via Emails in Zoho Projects

      We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
    • Four types of task dependencies

      "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
    • Task and Project numbering

      Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
    • Task Inline Editing Enhancement

      Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.
    • Recent Topics

    • Enter dates in tasks with just "tue" or "+10" or "5d" ???

      Is there any way to enter due dates in tasks without typing the whole date or making time consuming clicks in the calendar? I don't see anything online in the help or third party videos.
    • Multiple time zones in zoho projects

      We are working in an international team. We need to set up different time zones in the organizational settings or at least for one project within zoho projects. Any ideas or help? Thx in advance
    • Zoho Desk : Field for 'Layout'

      I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not find the field in the raw data from the Zoho Desk datasource. I thought it might be in the "Tickets" table but there is nothing.
    • Customize Zoho One Dashboard and URL?

      Hi everyone, Is there a way to customize my Zoho One URL to be different from the default portal URL? The current portal URL is: one.zoho.com/zohoone/[organization] I want to map it to its own standalone domain that we own. eg) domain.com instead of one.zoho.com/zohoone/[organization]
    • Enable Sending Direct Messages to Self in Zoho Cliq

      Hi, I would like to request a feature enhancement for Zoho Cliq to allow users to send direct messages to themselves. Currently, Zoho Cliq does not have the option to send a direct message to oneself. While creating a channel with just one member (the
    • JOB Sheet can not send PDF as service rapports and more info needed other topic

      Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk
    • Tax Deduction at Source (TDS)

      I issued a sale invoice outside UAE , the customer apply TDS on the invoice , i checked my Zoho ( professional version ) i couldn't find the option of Enable TDS to let it appear while posting the incoming payment , please how to make it and how to configure
    • UNAPPROVED record management

      When the unapproved list of duplicates is long, one needs the some tools to manage them - when this list has over 1500 records, we cannot manage it without some tools, such as: 1. The ability to apply a filter - ie similar to creating a CREATE a NEW VIEW
    • Zoho mail filter Add to WorkDrive doesnt't work

      Hello, We have a problem with using the filter in the email. So, we want that when a bulk payment confirmation from the online store arrives, this email is automatically saved in HTML format on the drive using the action 'Add to Zoho WorkDrive -> Email
    • Introducing Zia GenAI: Zoho's Native Generative AI for Zoho Desk

      Hello everyone, Zia GenAI is available on Early Access for Zoho Desk Enterprise subscribers. Kindly fill out this Registration Form to request early access. We are excited to announce the Beta release of Zia GenAI in Zoho Desk, now available through our
    • Add blueprint buttons to listview and kanban

      Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear
    • Deleted message in SPAM

      In one of my gmail accounts (getnickifit@gmail.com) I had an email from PayPal in the SPAM folder. I thought I was moving the message to the inbox from the zoho mobile but it looks like it was deleted. It is no where to be found--inbox, trash, etc. Can it be restored?
    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
    • Multiple Facebook Pages under Single Brand

      Hi everyone, I'd like to know if there is a possibility of connecting multiple Facebook pages under a single brand on Zoho? At the moment, there are different Facebook pages of a single brand and would want to keep under the same brand on Zoho as we
    • Zoho Books Estimate to Zoho CRM quote?

      I'm not sure why this isnt automatic, but maybe I'm missing something. When we create a quote in zoho books we have a custom function that pushes the contact into a deal within the CRM. I can not for the life of me figure out how to push an estimate from
    • Zoho Developer Hangout (ZDH) – Episode 17 | Optimizing Organizational Processes through Automation

      Hey developers! Running a business can get quite overwhelming especially when juggling multiple tools like those in the Zoho ecosystem. Although integrating most of them is a piece of cake, manual intervention is needed at times. Being able to automate
    • Zoho One not working

      I'm having several issues accessing Zoho One. Some pages don't load (for example, Zoho Directory) and the labels are all messed-up (oz.account.directory.display.shorname, oz.settings...., etc.)
    • Apple Messages for Business in Omnichannel communications?

      Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.
    • Kaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard

      Howdy Tech Wizards! Welcome to a fresh week of kaizen. This week, we will look at how to create a dashboard widget that displays the most recent blog post of your preferred products/services, updated daily at a specific time. We will leverage the potential
    • Schedule meeting monthly on a particular day

      Suppose I wanted to schedule HR meeting every month on the first Tuesday with each employee separately for 20 minutes each. How could I automate these type of meetings? And if Sunday occurs on the first Tuesday I would like to shift that meeting on next
    • In ZohoCRM Dashboards - Editing Shown Columns on Drilldown of Components

      Hello! I'm working with some Dashboards inside of ZohoCRM. When creating a component (In this case, specifically a KPI Ranking Component), I'd like to customize which fields show when trying to drilldown. For example, when I click on one of the sales
    • Added Domain but SSL is not being set properly

      We added a Domain for our landing page and it pushed an SSL cert to it. The Cert is generated by LetsEncrypt, but it doesn't match our subdomain (i.e., it's just pointing to zohosites.com). How do we get the cert properly setup there?
    • Zoho CRM Widget not displaying 2 related lists (JS)

      Okay so I basically have 2 relatedLists that I want to get and render: ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity, RecordID: data.EntityId, RelatedList: "Notes", page: 1, per_page: 200, }) ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity,
    • KPI widget with percentage

      I'm trying to create a KPM widget that displays current performance as a percentage - something like the picture below. I've tried following the instructions at https://www.zoho.com/analytics/help/dashboard/kpi-widgets.html#chart but nothing ends up being
    • Canvas List View Not Saving

      Hi, I am trying to edit a list view to look different depending on the tags. Everything worked well and saved well with multiple views, but when I have gone back in to make some small changes like moving one of the icons it comes up with the error message
    • QR code image is not exported in PDFs

      The new QR code field works fine when I include it in a report template and I choose the print option: https://creatorapp.zoho.com/<username>/<app_link_name>/record-print/<report_link_name>/<record_ID>/ But when I try to save the document to a .pdf file
    • QR codes in templates

      I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.
    • This mobile number has been marked spam. Please contact support.

      Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
    • Zoho CRM search not working

      The search bar is not showing any results in our CRM installation. We have a lot of items and can not search them by using the navigation each time. Can someone please check this asap.
    • Reload page with widget

      Hi all, I hope I can find some help here. I developed a small widget for Creator that is integrated into a page as a component. The page contains other content as well. When the widget is sent, the entire page should be reloaded to apply the changes to
    • Tip of the week #37 - Manage all your Telegram business conversations directly from your shared inboxes.

      Tired of switching between multiple apps to manage your business conversations? With Zoho TeamInbox's multichannel inboxes, connect your Telegram channel to a shared inbox. This way, your teams can easily handle c View, reply, and collaborate on them
    • Tags on notes aren't syncing correctly on Android

      I've created notes on the desktop version that have several tags assigned, but on both my Android devices those notes only have ONE of those tags instead of all of them, despite the actual content of the note being correctly synced, and I'm also starting
    • Reports - custom layout - duplicate report

      Do you also have this problem and what is the possible solution? I duplicate a report that has a "custom layout". Unfortunately the custom layout is not duplicated. To be improved for a future release by Zoho. I export the custom layout and import it...
    • How to map a global picklist from one module to another

      Hi there, i currently have a new field that is called sales office which we use for permission settings between our different offices located in different countries. It is a global set picklist with three different options: MY, SG and VN. I want to be
    • Pageless mode needed to modernise Writer

      When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice
    • Changing the Logo Size on Zoho Sites

      My company logo incorporates both an image and text, and I would like it to be much more prominent on the page than is currently allowed by the small logo box in the template.  Is there any way to hide the page name and then make the logo box much bigger since my company name and logo are connected / are all in one file?  Thank you. 
    • Is it possible to Select Item Serial Numbers from a Sales Order?

      Our accepted estimates are converted to Sales orders for our warehouse staff to pick.  How can my warehouse staff select the serial numbers for an item when editing a Sales Order?  Logically when staff pull an item and have the serial in front of them they update the Sales Order and select the serial. I understand a serial can be added when creating an invoice but how can accounts team know the serial if the warehouse staff can't select it! A basic flaw!
    • MORE BUGS: Client Script, Deluge and Widget JS SDK don't work as expected when trying to retrieve a record that has been "rejected" as part of an approval process.

      Client Script $Page.record is null when accessing a record that has been "rejected" as part of an approval process. Deluge zoho.crm.getRecordById(moduleName, recordId) returns {"status":"failure"} when recordId is a valid, but rejected record. OK... I
    • Zoho CRM Widget not displaying 2 related lists (JS)

      Okay so I basically have 2 relatedLists that I want to get and render: ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity, RecordID: data.EntityId, RelatedList: "Notes", page: 1, per_page: 200, }) ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity,
    • Zoho Books and Zoho Projects Task Status Update

      How can we create an automation using custom functions for the following scenario. When our zoho books invoice status changes to paid. I want a task in Zoho projects to change to completed.
    • Next Page