【Zoho Projects】時間基準のワークフロールール

【Zoho Projects】時間基準のワークフロールール

Info
本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳したものです。

ユーザーの皆さま、こんにちは。コミュニティチームの中野です。

プロジェクト管理者は、タスクの締め切り管理、通知の送信、フォローアップなどに多くの時間を費やしています。
これらの作業を手動で行うと、負担が増すだけでなく、対応の遅れや漏れが発生する可能性もあります。
Zoho Projects のワークフロールール（時間基準の処理）は、こうした繰り返し行う作業を時間基準で自動化し、
SLAの遵守や、業務効率を向上させることに役立ちます。

時間基準のワークフロールールの設定方法

  1. 設定＞自動化＞ワークフロールール＞Based on Date & Time を選択

  2. 実行タイミングを設定（例：遷移後5日後、午前9時）
  3. 処理を追加（例：タスク完了の通知メールを送信）



時間基準のワークフロールール活用例

1. プロジェクト完了後のフォローアップ
・プロジェクト完了日の7日後に、顧客へ「完了とアーカイブ」の通知を自動送信
・指定した日付・時間にアクションをスケジュールし、抜け漏れを防止
2. タスクの締め切り管理とリマインダー
・締め切りの3日前に担当者へ自動リマインド通知を送信
・期限を過ぎたタスクを自動でマネージャーへエスカレーション
・定期的なタスク（例：月次レポート作成）を、繰り返しアクションとして自動スケジュール
Zoho Projects の時間基準のワークフロールールを活用し、重要な業務に集中できる環境を整えましょう。

Alert
注意点
１、日付 & 時間に基づくワークフローは全てのレイアウトで作成できません。
完全なレイアウトをスケジュールするためのワークフローは個人のレイアウトでのみ選択できます。
ワークフロールールのスケジューリング用の日付アイテムを含む初期設定レイアウトも利用可能です。
２、 アーカイブされたプロジェクトが有効な状態に移動されると、ワークフロールールが再び適用され
終了後のカウントが残っている場所から再開します。

詳細は、ヘルプドキュメントを参照してください。
……………………………………………………………………………………………………
＋＋Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか？＋＋
Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。
興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。
※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。
コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします！


    • Recent Topics

    • How to archive Lost/Junk Leads so sales reps don’t see them, but keep them for reporting?

      Hi everyone, In our Zoho CRM we have two Lead Status values: Lost Lead and Junk Lead. What I want to achieve is: When a lead is marked as Lost or Junk, it should disappear from my sales reps’ Lead views (so they only see active leads). At the same time,

    • Zoho CRM Canvas Copy Original Layout

      Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the original

    • Revenue Management: #5 Revenue Recognition in SaaS

      If you're building or running a SaaS business, you've probably encountered this. You get paid upfront for a subscription and a one-time onboarding fee, but you end up with confusion about when to consider it revenue. Can I book all of it now? Should I

    • Zoho Learn Course Access Issue

      One of the learners in a specific course can't see any lessons. They are registered as both a user and learner for this course in Zoo Learn. What could be the reason?

    • ZOHOLICS Japan 2025 開催のお知らせ（再投稿）

      【コミュニティユーザーの皆さまへお知らせ】 Zoho 最大のユーザーイベント「ZOHOLICS Japan 2025」を9月19日（金）に開催します。 AI活用に関する特別講演、ユーザー事例、Zoho 製品の活用例のご紹介など、Zoholicsならではのセッションをご用意しています。 Zoho コミュニティ開催のMeetupとはまた違った雰囲気のイベントです。 ご都合のつく方はお気軽にご参加ください✨ 詳細はこちら https://events.zoho.jp/zoholics2025#/?affl=forumpost2

    • Phone Number format for Bulk Upload via csv for Zoho Sign

      What is the phone number format that we need to use for a bulk recipient upload via csv in zoho sign, should the country code be included for ex if its US should it be +18889007865 ior 18889007865 or without country code 8889007865? the sample csv provided

    • Filter Page Elements By Selectable Date Range

      I have created a basic Page that will serve as a client dashboard with elements that will provide simple counts & sums of data in reports. There are no reports or forms added to the page, just elements. It currently functions as needed, but shows the

    • Can’t Enter my Notebook is Locked

      I’ve been using Notebook for taking notes at my college for a month and I never signed in and I never established a password. Today I tried to enter the app after the update and it asked me for a password. I need to access to my notes urgently and I can’t

    • Send Email Directly to Channel

      Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to ask

    • Secure your external sharing process with OTP Authentication

      For any business, it's crucial to share files externally in a way that is both secure and controlled. Let's say you want to share confidential data with your partners and vendors. You must ensure that only your intended recipients can access the shared

    • Items attribute questions

      Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the

    • Is there a way to search mail for items you haven't yet responded to?

      I'm trying to create a search to show emails that haven't been responded to and that have also been assigned a tag or label. Is there a way to search for the inverse of replied?

    • Subtotals per Header

      Hey, we would like to display subtotals per header in our invoices:

    • upgrade storage

      how to upgrade my storage

    • Linking items from books and subscription

      Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of books

    • Add the ability to view number of hours planned for a workorder while in the Dispatch Console

      Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check planned

    • Uploading Files from uploads api

      I tried uploading the image from the API call but its giving me unauthorized error even i have given valid token in header. After uploading i need that id to pass in create ticket api uploads but its not uploading that file. Please help me out in th

    • Change format of quantity format

      Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!

    • square up and Zoho books

      Since we set up the app connection between square up and Zoho books we have realised that when the amounts are getting transferred Zoho is adding VAT again making the numbers 20% more than they should be. We have checked our settings and they VAT/ Tax

    • How to provide Access rights to specific Bank accounts

      We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?

    • Errors Getting a Bank Transaction

      Using Postman(for testing), I am receiving errors when attempting to get a single bank transaction. I am able to receive the list of bank transactions with https://www.zohoapis.com/books/v3/banktransactions/?organization_id={org_id} but when I try to

    • Subscriptions Plans and CRM Products Integration?

      Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based.  So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products to

    • Mapping Zoho Subscription Plans and Products to CRM and Books

      We have products that are one time products and subscription products.   1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products.  Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription.  It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate

    • Bulk update fields based on date

      Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?

    • Target for a campaign

      Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have more

    • Zoho Desk + Jira integration - Email notifications and comments posted by administrator instead of real user

      Dear All, I set up the integration under my admin account, and now when users leave comments in Jira (to created tickets in Zoho Desk), the email notifications show that the ‘Administrator’ left a comment, not a real user. The same happens in the ticket

    • Celebrating the power of visuals

      On World Photography Day, we would like to highlight the power of visuals in customer service. Visuals promote learning and understanding in less time. A photograph can rekindle a memory, convey more than words, and give a fresh perspective. How does

    • Blocking / black listing customers

      Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.

    • Feature Request: Email Templates for notifications accross all services

      Currently in Zoho Bookings, email notifications (such as booking confirmations, reminders, and cancellations) must be customized individually for each service. This becomes time-consuming and error-prone when managing multiple services that require consistent

    • Approval-based booking with Zoho Creator and Zoho Bookings

      Hi community members, We have developed a workaround for approval-based booking using Zoho Creator and Zoho Bookings! This provides a temporary solution as we work on the native feature, and it's useful for anyone needing an approval workflow when confirming

    • Member Accounts in Related List

      Hi Team, Currently, when a parent account is associated with an account in FSM, there is no related list displaying the associated member accounts under the parent account’s related list section. To view member accounts, I have to manually search using

    • how do i remove a specific Zoho Service from my account

      I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?

    • I Want migarte all invoice details to zoho sheets

      I want to migrate all existing invoice details to Zoho Sheet, and automatically update the sheet whenever a new invoice is created.

    • were can i find my invoices i need this for my accountant

      were can i find my invoices i need this for my accountant, how can i get id direct to my email?

    • ONLY email field not populating Writer fillable document (randomly)

      I have a Zoho Writer fillable document that has pulled all my data from my Zoho Sheets file, EXCEPT the email column. It pulled every data before and after that column with no issues. Screenshots attached. It's not my first time using the app or the feature,

    • My number is marked as spam

      Hello Zoho Mail Support, My phone number was incorrectly flagged as “spam” during sign-up. This is my personal number, and I have not engaged in any spam activities. Kindly review and verify my account so I can proceed with my email setup. Thanks.

    • Personnalisation des paramètres dans Zoho Mail

      Pourquoi cela compte-t-il ? La personnalisation des paramètres dans Zoho Mail permet aux administrateurs de configurer l’environnement de messagerie en fonction des besoins spécifiques de leur organisation. Que ce soit pour alléger l’interface pour certaines

    • How To Save Data Into Zoho CRM Sandbox

      Hi Community, I want to save data into my zoho sandbox , for this I am using this api endpoint - https://www.zohoapis.com/crm/v8/Patients but I am getting this error - { "success": false, "message": "Zoho API request failed", "error": { "code": "INVALID_MODULE",

    • Question about retrieving unsubscribed contacts (outside of lists) via API

      Hello, I am currently using Zoho Marketing Automation and would like to integrate it with our company’s core system. For this purpose, I am exploring the API options available to retrieve contact information. Specifically, I would like to know if there

    • Getting “mandatory field missing: Service_Line_Items” When Creating Work Order via Zoho Flow Deluge

      Hi Team, I’m trying to create a Work Order in Zoho FSM with only a Service Line Item (no Parts). However, I keep getting this error: Work Order Response: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Service_Line_Items"},"message":"required field

    • Next Page