Setting Duration for Tasks
Can any one have any idea how can we set start date and end date for tasks by excluding saturday and sunday.
Comment Reactions like a Thumbs Up
Can we please have the ability to emoji react on comments or at the very least, thumbs a comment up? Literally every other project management system out there can support this and it is very much needed to just acknowledge a comment instead of completely
Task created from Email Alias
When forwarding multiple emails to project email alias, it will create a task as internal which makes a lot of "General" Task List as I've created automation to set the flag as external. Is there any way to set up the task list created from email alias
Introducing Version-3 APIs - Explore New APIs & Enhancements
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. V3 APIs can be accessed through our new link, where you can explore our complete documentation,
Zoho Projects API v3 - How to format filter critera in deluge
I'm trying to return the id of a client company in the Zoho Projects API using Zoho Flow and am running into issues about how I format critera in deluge. https://projects.zoho.com/api-docs#clients#get-clients I have several hundred Client Companies, and
Power of Automation :: Add Note to a Linked CRM Deal
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 automate
Adding a new project with Template, the end date does not reflect.
Hi, Using the API {POST /portal/[PORTALID]/projects/} it all works perfectly. Once howevery a template ID is introduced, suddenly the end_date is not reflective in ZOHO projects. There are no errors returned and it works perfectly besides the end date
Get Custom Field API Name
I am trying to make a custom function to connect a Zoho Survey score into a custom field we have in a task layout for the QA Score. I need to input the custom field API name on the script, but I don't know how to get it. I've tried using the following
Mass copy contents of one field to another
We have a custom field in our layout with contents that we need to move to a new custom field replacing the current one. Is there a way to mass copy them so we don't have to do it manually for each individual task?
Recurring Projects
I'm wondering if Zoho has the ability to automatically create recurring projects. For a monthly service with several milestones and tasks, for example, can the system automatically create the next months project once one is complete or once the new month begins? I've been searching forever trying to find a solution for this with no luck. Would love any help or suggestions!
Task Effort Estimates
Where in zoho project tasks/task list can I define the estimated effort in terms of hours?
Zoho project – Workdrive integration.
Hello everyone, I was wondering something, we did the Zoho projects integration with Zoho Workdrive but nowhere during this integration we could set the location of the folders that would be automatically created in Workdrive. As I understand it, it creates
Integrate Jira with Projects
Hi I am considering integrating Jira tickets with zoho projects. For each ticket open in jira, i would like a new task to be added to the zoho project. Everytime a ticket is closed the task is marked as complete. If updates are recorded in jira, would
Power of Automation :: Schedule Timesheet export automatically.
Hello Everyone, We recently fulfilled a specific customer requirement by leveraging the Schedule Functions within Zoho Projects. Sharing the details here so that others with similar needs can benefit too. The schedule function allows you to execute custom
Power of Automation:: Automate the process of creating checklist upon task creation.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Upload An Attachment in Zoho Projects Task - API
Hello Team I am trying to upload an Attachment in Zoho Projects Task by the API but this is not working can you please check the code that I am missing in this? Sample Code PortalID = "725833080"; ProjectID = "1688514000000448005"; TaskID = "1688514000000558005";
Current loged in user?
I was wondering does Zoho Projects have a global variable that returns the loged in user (name or ID). Like in deluge you have this option with zoho.loginuser. In the CRM if you want to send an email you can use ${Users.User Id} or any info of the user.
Zoho Projects - New App Logo
Hello everyone! In the latest version(v3.9.24) of the Zoho Projects Android app, we have updated our app logo. Please update the app to the latest version directly from the Play Store or using the link given below: Zoho Projects - Play Store Should you
Adding a New Project Template.
I am currently using the ZOHO Projects Classic plan and am unable to add the new project template I have created. Could you please provide more insights on why I am unable to add the project template alongside the other templates?
How to see if employee's timer is running?
I am portal owner. I want to know if my employees are effectively working on their tasks. They are required to use timer for each task. How can I see if user's timer is running? is it possible to see across all the projects? Thanks
Export List of Dates Only from Projects
The chart we are using is too big to be legible so I want to print the list of dates with it. There doesn't seem to be a way to do it. Even Print view cuts off the dates. Why does it do this? Is there a way to print the Tasks and Dates only?
How to auto-update a task owner in a preset list of tasks on a new project?
We have automation set up between the CRM and Projects that will automatically create a new project with a preset list of tasks when a sales order is created for specific products. Of the tasks that are automatically populated in these new projects, we
Power of Automation :: Auto update the Project status based on the count of completed Milestones
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 automate
Different timezone for users
Is it possible for users to set a different timezone for themselves? We have staff in different locations. Thanks!
Cant BCC comments
Whats the reason why we cant bcc to add to comments? We are getting this error: We are unable to process this email. WHY DID THIS HAPPEN? We suspect the below reasons to be the cause of failure : 1. You might have mis-spelt the email address. 2. You might have added the email address in BCC I used the copy option within the comments to copy the email address. It works fine if I cc, just not bcc.
Scheduling Tasks in Relation to Project End Date
I use Zoho project to help manage tasks that relate to a number of specific business events that take place. I would like to be able to have my project end date be the date of the event and then work "back" from that date to say... Add a task 2 weeks before the project end date to remind me to XYZ. Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?
Custom TaskList and Tasks creation based on project custom field
Hello, I'm trying to configure Zoho Project for a specific use. I have created a custom multiselection field in project template and I would like to create one tasklist with multiple tasks in it depending on the multiselection field on each project. For
Email alias per task list so these tasks don't get listed under a 'General' task list that we didn't create nor use
Using an email alias to add tasks is very good for forwarding emails directly into Zoho Projects however everything gets listed under a 'General' task list which is counter-intuitive. It would be good to have an email alias for each task list so we can
Zoho task approaching due date notification on Cliq.
Hello, Currently is possible to set reminders on each task to send an email to the task owner on x days before the due date. I'd like to propose a configuration that you can set in a way that sends cliq messages to the task owner when the due date of an task is approaching (like 3, 5, 7 days before, it's supposed to be configurable). Would be nice to have this kind of notification. I've integrated my Projects with Cliq Extension and it does not have this function (as far as I know) Does somebody
Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions that
Add ability to trigger task automation when a task comment is edited or deleted
Hello, I see that there is currently the ability to trigger task automation when a comment is added to a task. However, we have a use case in which we would like to trigger automation when the comment is edited or deleted. This will enable us to update
Power of Automation::Streamline log hours to work hours upon task completion.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Allow all Company Users to view all projects, but only owner/admins can change projects
I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks
Zoho Project API search?
Good day, i would like to search our entire portal for a task using the API. We have over 20k tasks so I dont to search for all tasks and then do a for each as it would take way to long and also would need to go over the limit of 200 records per query.
Add tasklist from a template to Zoho Project using Deluge
I have some tasklist templates that I want to be able to add to a project under certain circumstances. So if a project meets Condition A, add the tasklist from Template B to that project. If it meets condition C, add tasklist from Template D, and so on.
Zoho Projects - Custom Objects
Hello, is there the ability now, or in the near future, to add custom objects to Zoho Projects? The requirement here would be to have the ability to track change requests to a project's budget. The idea here is to have the ability to create a custom Object
Importing Tasks : Where is the flexible work hours field ?
I need to be able to import a years worth of flexible hours for our part time workers, but I can't find what field to import to. When I do an export, there is nothing that signifies Standard/Flexible and whenever I import it automatically sets it to Standard...
Is there a way to automatically move a task from a different tasklist to another tasklist when certain criterias are met?
Hi there, Im new to zoho projects and i was wondering if there was a way to automatically move a task from a tasklist to another tasklist based on criteria such as when the task status is updated to completed and have it move to the tasklist that is named
Zoho Projects Android app update - Access subtasks on the task listing screen
Hello everyone! In the latest Android version(v3.9.22) of the Zoho Projects app, we have brought in support to display the subtasks on the List view of tasks, within the Projects and Home module as well. Please update the app to the latest version directly
Private Project
Hi, I would like to know if a user can create a Private project that only he's able to see it. Not even the ADMIN user. Thanks
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