【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

    • CRM: hosting a single html file in Zoho and displaying it as a widget

      I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But I

    • How to change position button transtition of Blueprint?

      Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.

    • Multi file upload

      Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany

    • Sorting Descending in a lookup

      I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?

    • Auto-upload Creator Files to WorkDrive

      Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to

    • Asap Widget 2.0

      Where's the documentation for the new ASAP widget? https://www.zoho.com/desk/developers/asap/#introduction this one is outdated How can we dynamically navigate between different views? How can we prefill ticket forms using ASAP 2.0?

    • Can the Trigger be changed?

      I'm afraid I already know the answer, but here goes... After activating a workflow (under Campaigns > Automations), Then later choosing to Edit the workflow, Can the Workflow's Trigger be changed? Currently the entire Trigger section + options are gone

    • Marketer's Space: Proven tips to improve open rates – Part I

      Hello Marketers! Welcome back to another post in Marketer's Space! In this week's post, we'll discuss the ever-important concept of open rates. This will be a multi-part series, as we have a range of topics to cover. Open rates—which measure the percentage

    • Can't send nor receive emails on my external email accounts since this morning

      Greetings, I have two external accounts integrated into Zoho mail through POP3 + SMTP. These accounts have always worked normally since the day I've set them up. Starting 10:30 AM this morning (Western European Time) both suddenly stopped sending and

    • Creating Custom PDF Template from Form

      I am trying to create a custom PDF from form submissions. I have the standard subscription and it indicates that PDF forms are included. I cannot find anywhere to create PDF forms. I try to follow the instructions from here: https://help.zoho.com/portal/en/kb/forms/form-settings/pdf-settings/pdf-editor/articles/creating-your-own-pdf-template#Creating_your_template_from_the_scratch

    • Important Update: Facebook Metrics Deprecation & Impact on Zoho Analytics

      Dear Zoho Analytics users, Facebook has deprecated a set of metrics from the Facebook Pages Insights API, effective November 15, 2025. As a result, these changes will affect any reports and dashboards in Zoho Analytics that rely on Facebook Pages data.

    • Introducing Zoho MCP for Bigin

      Hello Biginners! We're excited to introduce Zoho MCP for Bigin, a completely new way of interacting with Bigin data using AI. With Zoho MCP, you can securely connect your Bigin account with popular AI agents like Claude, Cursor, Windsurf, and VS Code,

    • MCP > Creator connection failing with Claude

      I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receiving

    • Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

      Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources

    • Feature Request: Dynamic Dimension Control for zc_LoadIn Popups

      As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from a

    • Subforms in stateless forms

      I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically

    • Text wrap column headers in reports?

      Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?

    • What’s New in Zoho Inventory — Latest Features, Integrations & Updates | December 2025

      Zoho Inventory has evolved significantly over the past months, bringing you smarter, faster, and more connected tools to streamline your operations. Whether you’re managing multichannel sales, complex fulfillment workflows, or fast-moving stock, our newest

    • Marketer’s Space - Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation

      Hello marketers, Welcome back to another post in Marketers Space! The biggest shopping week of the year is almost here, and it’s your moment to shine without the stress. With Black Friday and Cyber Monday just around the corner, being present across email,

    • Pricing Strategies: #5 Stay local, Price & Sell Global

      Arun had always dreamed of taking his handmade craft business beyond his hometown. For years, he sold locally. Most of his customers are familiar faces, in our usual currency and with the exact expectations. But one day, a traveller visited his workshop

    • What is the easiest way to move Hotmail emails to an IMAP server?

      The easiest way to move Hotmail (Outlook.com) emails to an IMAP server is to add your Hotmail account directly to any email client that supports IMAP, then copy the messages across. This avoids paid tools and keeps the process simple. Fastest free method:

    • No feedback from Zoho Books regarding Yodlee feeds for Investec

      I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for

    • Turn off Knowlege Base Follow options and Follower lists

      Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names

    • Service One. Bill Another. Zero Hassle.

      In field service operations, one challenge often comes up: the person who needs the service isn’t always the one who pays for it. Think about tenants vs. property managers, corporate offices vs. their finance departments, or school buildings vs. central

    • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

      Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

    • Can Zoho Flows repeat Actions more than once?

      I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions

    • Video interviews not compatible on mobile

      Hi Zoho,  The 2-way video interview feature you have added to Recruit would be great if the candidate was able to use the link to the video on a mobile phone, it doesn't work on Samsung browser, it doesn't work on chrome/firefox mobile version of browser,

    • Zoho Desk View Open Tickets and Open Shared Tickets

      Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).

    • Enviro Recycling EHF Fee's

      ​​I'm in Canada and each province has it's own recycling program with it's own fee's. There are numerous categories that electronics fall into and each category has a taxable rate applied to it. I need a way to be able to apply the correct rate depending

    • Zoho Desk API - Influence which layout is used

      Hello, how can the ticket layout be changed using the API? I would like to choose the layout directly when creating the ticket. If this is not possible, my question would be how can I change it afterwards? Best regards, Sven

    • Has CSS Changed for Common Elements?

      I noticed today that the standard title headings on my Forms and Reports display smaller in size than before. Google Dev Tools (attached), seems to confirm my suspicion. Something appears to be overriding the 1.375rem to 1.125rem. The font size on the

    • Text field alignment

      Is it possible to align text in the text field? Or even better, is there a possibility to have a field which accepts only numbers?

    • email moderation issue when email is sent in the name of a mail group

      Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended

    • Pipeline in Custom Modules

      I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?

    • Tip #53- Remote Billing: Your End-to-End Billing Solution in Zoho Assist- 'Insider Insights'

      Manual invoicing, after every remote support session, can be time-consuming and often error-prone. As an MSP, IT admin, or even a freelance support technician, it may become overwhelming to keep track of session time, service rates, and client invoices.

    • Record history and ticket interaction tab in contacts and accounts

      Hello everyone! We have improved the History tab to help users trace updates in the interaction activity logs of the Contacts and Accounts detail pages in the Customer Module. This enhancement make it easier to get clear details about who made each update,

    • Is there an API to "File a Ticket" in Desk

      Hi, Is there an API to "File a Ticket" in Desk to zoho projects?

    • Keyboard UX for Assemblies

      The new Assembly module has a counter-intuitive behavior that ought to be corrected. When an Assembly is ready to be entered, there are two options given, the blue-highlighted "Assemble" and the gray "Save as Draft". This correctly implies that the normal

    • Why can't I see images uploaded by other users in the Library for Campaigns

      We are several users of zoho Campaign. I have uploaded visuals of our company, but my team members can't see them.

    • zoho sheet stuck

      I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening. 

    • Next Page