Timesheet not showing archived projects
Once I archive a project, I cannot see the time entries on timesheets. Is this correct or is there a workaround? I do not wish to leave all projects open just so I can see staff time. Bruce Letterle Creative Web Technologies
Default Work Hours
Hello, How can we change the default settings in Zoho Projects to never default the Work Hours when creating a task? The default seems to be Hours Per Work Day (9) * # of Days. Clearly the work effort is very different from the duration - for example, we may have a task that takes 4 hours but needs to be done over the next 5 business days. If the user entering the task forgets to change the Work Hours, then it will default to 45 hours, which then makes our resource utilization reports wildly inaccurate.
feature question: lookup field in Projects task layout
Hello, Below we have interface to configure a custom task layout, however, we need a lookup field to let pickup data from other apps, such as Zoho CRM Products module, is that possible or already in your roadmap? or a workaround to achieve it? Thanks in advance.
Power of Automation :: Add a comment automatically once the task status is updated
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
Projects Health Status
I need to automate the Project Health Status in Zoho Projects to display as Red, Green, or Amber based on specific criteria. How can I achieve this?
Trying to figure out how to update every subtask status when the main task status changes
I'm trying to use custom functions to update every subtask status to match the main task when it changes, but I'm getting nowhere. I'm surprised this hasn't been asked before, since it seems like a fairly simple concept, anyone have any idea how it could
how can I delete completed tasks?
Occasionally I am using ZProjects as a simple to-do list manager for my personal tasks. From time to time I'd like to delete my completed tasks in this project to unclutter my todo list and for reasons of data privacy. How can I achieve that? When I go
Email Alert when Task Log hours > Task Budget?
I've logged a ticket with support, but I thought I would also ask the community. Is it possible to generate an alert (ideally by email) when a task's work log hours exceed the task budget hours? I know there is a system setting to limit the work log hours
How to customize task status to specific task?
Hi, I have the 'standard' 4 task statuses for most of the tasks in the project. However for a specific task that I've created in project template. I want to show the fifth task status option. Example: The last task on the ONBOARDING task list is "Go-Live
Forum Announcements from general company email
Good Afternoon, I wanted to ask if it's possible to send announcements in Zoho Forum from a general corporate email (i.e. product@domain.com, sales@domain.com, etc.), instead of the personal email address (i.e.name.lastname@domain.com)?
WBS scheme
Hello everyone, I want to know if it is possible to get a WBS (tree) scheme with Zoho Projects. Similar to what you get from WBS Pro software.
efficient way to assign work hours to owners across tasks?
I typically scope my projects by listing out tasks and estimating how many hours my team will spend on each task (see below). Is there a view that's similar to this or a way to quickly plug in work hours across tasks when they are shared by multiple
Export Project Tasks to Spreadsheets
Can you export project tasks to a csv or excel or zoho sheet format? Thanks, Barry rossros
Task Template Custom Field
Hi all, is there any way to add a custom field to a task template? In my task template I only see basic fields, task name, description, start date, and duration, and I haven't been able to find a way to add anything else. Thank you!
how to make multiple portals for my sub-brands?
Hello, as example: I have main Brand called X and sub brands called Y , Z, in my portals i can see only X. the question is: How i can add portals for Y and Z so i can manage all my brands from one place. thanks in advance
Power of Automation :: Automatic trigger of email alerts upon Project completion.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Projects API Scripting to add followers to tasks
I've written a script that looks like it works, except it doesn't. The Python script does the following, but I've left out token refreshes and pauses that exist in the script: Queries our company account and returns an enumerated list of all active projects
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!
Building extensions #10: Fetch customized user inputs, store them globally at the app level, and access them across entities
This data storage concept enables you to store data related to your extension for both entity properties and extension properties. In our previous piece, we looked at how to store data for entities using entity properties. In this post, we'll look at
Zoho ical per project for google calendar. So i can give colors in the google calendar to an project.
Zoho ical per project for google calendar. So i can give colors in the google calendar to an project. Would be nice to have.
Timesheet API: Adding time log using start date & end date
Hello, The Timesheet API does not currently provide the ability to add time logs using the start time and end time input. Proposed idea/Request Please, add the option to set the start time and end time instead of just the hour field API.
Power of Automation :: Automatic creation of an issue once the task status is updated to ‘Overdue’
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
Tip # 3 - Follow And Add Followers To Your Project Modules
Besides owning effective managers and quick-witted employees, you need to have supportive followers for accomplishing your project goals. Accompanying this note, today, lets run through a quick and easy tip on 'How to follow and add followers to your project activities?' . Follow the project activities all by yourself -Follow to get real-time milestone updates Milestones are nothing but your project goals, which can ultimately uplift your projects' quality to the next level. Now, users in the portal
Work Hours by Project
Hi, I see the work hours are global rather than by project. The trouble is, sometimes we authorize overtime or weekend work for a "rush" project, or if we are just needing to catch up. How difficult would it be to make the work hours specific to a project, or maybe defaulted from the global work hours, but be editable by project?
Para que eu uso o temporizador no Zoho Project?
Pessoal, Alguém consegue me ajudar a entender a funcionalidade do Zoho Project "Temporizador"... Ele serve pra dar andamento na tarefa? Ele não mexe com a % da conclusão daquela tarefa?
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
Project template Zoho execution
Hello guys, Is there a Zoho Project template for the execution of all Zoho apps for clients? From changing DNS records to connect Zoho and send from Zoho all the way to the most complicated apps to implement when the client has grown exponentially? Thank
Building extensions #9: Store, retrieve, and access entity-specific data in widgets using data storage
Data storage - Overview Storing data related to the extension you are working on is essential. It can be saved as key-value pairs for an entity or extension, known as entity and extension properties, respectively. Data can be saved for the following entities
time tracking with automated screenshots
Check outhow hubstaff is taking screen shots while recording time spent ... any plans to implement something like that directly in zoho time tracker
Clone a project
To whom it may concern, I did a quick search of the forum and found nothing relating to this idea, so am posting fresh. The service that our company provides means that we follow an essentially identical process for each new job, and this includes the time frames for each stage. Ideally we would have a complete "template" project, with all the task lists and tasks in place with associated start dates, due dates (and by extension, duration) and - most importantly - the dependencies between tasks so
How do I move a task to a different task list automatically by setting a rule?
I've a Task list A1 which has a set of Tasks, When i'm moving these tasks to let say the column (Dev Complete - Which is an 'open' task) i want them move automatically to Task list A2 column (Staging Open).
Zoho Project loading is very slow
Hello, Zoho Project loading is very slow. Is anyone else experiencing this?
Is there a way to set the default Flag to External vs. Internal?
Thank you, Kenny
Power of Automation :: Automatically track the count of re-opened Issues.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Can I associate a timesheet layout with a project template?
Hi We are using Zoho Projects in our company for different departments. For my department (Marketing) I've made a specific timesheet, including which type of activity they do (this only applies for this department). I have also made different Project
How to manage my gaming related website built in wordpress?
how i can manage my gaming website which is built in wordpress with zoho to collect leads of users and also automatically remove the duplicate contacts and emails and is there is any way to check that the email and the phone number that user has entered
Tip #30 - Cloning a project
Sometimes, you'll want to use the same data from an existing project to create a new one. This is usually done by cloning an existing project. We have a simple work around wherein you can create a project template in Zoho Projects and save time recreating the wheel. Using this, it is possible to duplicate the data from an existing project into a new project. When creating a project template select the option "Choose from Projects" and select the project which you want to clone or duplicate to reuse
Is there a way to schedule a weekly Timesheet export?
Hi guys We use our time logged in Zoho project in another system to track our profitability of some projects. I usually have to log on to Zoho weekly, to make several exports of timesheets, download them and send them to different persons. Is there a way that I (as an admin) set up a default timesheet export (i.e all users;projects 1, 5 and 7; from 01/01/13 to 31/12/13) and schedule it so I can get an weekly email or file with the export? Thank you
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
Opening and reading a file in Deluge for use in a sort of bulk update
I want to be able to update a large number of projects, and the tasks contained in them, by using a file. The use case would be that i would have a record per project and data that would apply to various tasks in columns in the file. The file would be
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