Zoho Projects - Quarterly Updates | Q1 2025
Hello Users, We would like to share the latest updates for this quarter. Here is a round-up of the features and enhancements we rolled out in Q1: Working with Zoho Projects data in Power BI? Integrate Zoho Projects to Power BI and sync module data (from
Boost your productivity :: Scheduled Time Log Reports
Hello Everyone, In this series of power of Automation, I would like to highlight a handy automation feature designed to make our life easier - Schedule export for time logs. With this feature, we can automate the export and delivery of timesheet reports
Custom fields wont add options
I've got a custom field in my projects template. Im trying to add another option but it wont let me. Is there a limit to how many options can be added?
Sorting task lists name
Could you please make the the task lists' name in move task function be alphabetically sorted? Thanks, -Jale
Web Tabs in Zoho Projects
Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, you
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
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
Setting up Tasks without Due Dates or Durations
We have repetitive projects for each order we receive, and have set up a project template in ZP with tasks and dependencies so we make sure all team members complete all required work on the order, in the sequence needed. Nearly all of these tasks are pretty brief, and can be done within a day. However, with some of the tasks, we are waiting for information or paperwork from our customer, and this could take 1 day or 1 year or anything in between. Work on the order cannot proceed until we receive
Analyze Project Trends with Power BI Integration for Zoho Projects
Integrate Microsoft Power BI with Zoho Projects to sync project data, create reports, and analyze trends. This integration allows you to track key project metrics and share insights with your stakeholders. Managing multiple projects requires clear visibility
Recurring Tasks and Reminders in Projects
Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future
Supercharge your Business with Automation: A Proven Blueprint for Success
Hello Everyone!! This is in continuation to the Power of Automation Series!! In this post, I would like to highlight the Blueprint feature under Task Automation and the use case that we have solved for the IT industry who is managing the Software Development
How to see and amend Primary Clients easily
Hi, i'm trying to make some reports on the clients we do projects for. However, i'm seeing a lot of "unknown" clients in the Zoho Analytics report. I suspect that these projects have not been assigned well and this needs to be corrected. Where can i easily
Change colour on task lists?
I have many task lists on my project boards, since they are all the same colour they blend in with each other. Is there a way to change the colour of these task lists in the list view?
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
Email transfer to projects
We are unable to add comment/map documents to this task. WHY DID THIS HAPPEN? The possible reasons are : 1. Email ID not confirmed. To confirm use the link http://zohosso.wiki.zoho.com/#resendconfirmation 2. You do not have permission to add comment/
Power of Automation::Streamline Associated Teams during Blueprint transition.
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:-
How to Freeze Tasks
Is there a way to freeze a task in the Gantt chart so it cannot move even when predecessors are moved?
Modify the default layout of how task fields are ordered in Project View
Hi all, I am trying to change the order the columns on project List view when a project is created initially. See image below. Currently, when a project is created, a predefined collumns are created and also its orders. I am aware that I can "hide", and
Assign project owner to specific tasks on project template
Hi all I managed to create a project template and wonder if there is a way to assign tasks in a way that depending on who starts a new project using this template, specific task would automatically assigned to the creator of the nwe project. Thank you.
How to add Line Breaks for Task Description with API v3
How do we add line breaks to the Description field of a Task using API v3? https://projects.zoho.com/api-docs#tasks#create-a-task Previously I was using "<br>" with the old API. When I use that with v3, it just prints "<br>" as text instead of adding
Workflows for Timesheet
Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to
Default view to Gantt
Greetings How does one set the default view to Gantt?
Filter timesheet by log title
Hello, is there a way to filter timesheets by log title (or to group by log title). Thank you
Request for refund
Support, Yesterday we purchased month of Zoho projects and after testing out the software we've determined that it falls extremely short of suiting our business needs. The user interface is confusing, non-intuitive, and worst of all, HORRIBLY SLOW. Because this software has been of absolutely no use to use, we'd like to request a full refund. Unfortunately Zoho provides no contact information or options to do so. That said, please consider this post a request for a full refund of our month of Zoho
Get all timesheets of all projects of specific date from API
I can get all timesheets of all projects of specific date with this call : GET /portal/[PORTALID]/projects/[PROJECTID]/logs/For all getting, this action is called for each project ant do that is not very good... Does it exist a call which I ignore, as GET /portal/[PORTALID]/logs/[DATE] ?
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
Power of Automation :: Preventing Infinite Loops in Zoho Projects - A Smart Approach to Task Workflow Automation
Hello Everyone, Today, we’re excited to share a smart solution to a common issue in Zoho Projects: Infinite loops caused by Task Workflow Rules and Custom Functions. Use Case: In a task layout, the two custom fields—Gross Rate (GR) and Net Rate (NR) —are
Workflow Logs
How can I view Workflow Logs? I have setup custom criteria for custom functions and emails for task workflows Sometimes it doesn't get executed, now It's really hard for me to check where the issue occurred is it due to the criteria? My Function Logic?
Invite External Users to Zoho Projects Without a Full Zoho One License
Dear Zoho Projects Team, I hope you're doing well. We would like to request a feature that allows external users (such as freelancer developers) to be added to Zoho Projects with a more flexible access model—similar to what is available in Jira. Currently,
How can I add Material cost to a project?
Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks Barbara
Change tabs order in tasks
Hello, is there a way to change the order of the tabs in the bottom area of single task? Here: Thank you
Linking a Zoho Projects Task to a Zoho Desk Task via API
Linking a Zoho Projects Task to a Zoho Desk Task via API Hey everyone, I want to create a task in Zoho Desk from Zoho Projects. We use Zoho Desk Tasks for workload distribution. As an IT service provider, we handle tasks generated from support tickets
Power of Automation:: Automatically sync the highest completion percentage from subtasks to the main task.
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:-
Use result of one formula field for another formula field
Can I pull data from one formula field as one of the values for another formula field? I tried doing it and it's returning an "invalid formula" error so I'm not sure if I made the formula incorrectly or if it's just really not possible to do that. Also,
Zoho Projects-Learning
Greetings, I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for serious studies. Recently a
Power of Automation :: Automatic creation of the team in a project based on the selected project group.
Hello Everyone, A custom function is a software code that can be used to automate a process and this allow you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
Update Projects Task Custom_Fields doesn´t work
Hi, why this doesn´t work? Thank you! deskmap = Map(); deskmap.put("UDF_CHAR3",desk_weburl); deskmap.put("UDF_CHAR2",desk_taskid); response = zoho.projects.update(org_id,projectid,"tasks",taskid,deskmap,"desk_task");
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.
How to create a summary document from Projects details
Hi, Our team is creating many projects inside Zoho Project. When closing a project, they write a summary document containing data from the projects it-self (understand project budget, customers, etc...), and editable (ie the document is either a Writer
Zoho Training
Greetings! I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for studies. Recently a client
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