Adding task to multiple project

Adding task to multiple project

Hi

We are an accounting firm and every year we need to create task to all of our project to add the same task by search criteria .

I can not find a way to taks to multiple projet

thanks 

CD

    Access your files securely from anywhere

          Zoho Developer Community




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation
                                                • Sticky Posts

                                                • Zoho Projects Roadshow, USA - 2024

                                                  Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutions
                                                • Project Billing with the Staff Hours Method in Zoho Projects

                                                  The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
                                                • Tip 37: Time Log Restriction in Zoho Projects

                                                  Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
                                                • Organize and Track Phases with Phase Custom Views

                                                  Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams
                                                • Create Your Own Issue Management System

                                                  Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • I want the currency in my account to be Mexican pesos.

                                                                                                    Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican Pes
                                                                                                  • Year-End Wrap: Don't rewrite - Switch to Email Templates

                                                                                                    As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make better
                                                                                                  • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

                                                                                                    Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we prepare to welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory
                                                                                                  • How to view shared mailbox in Outlook

                                                                                                    How to view shared mailbox in Outlook or in another software
                                                                                                  • Necesito el código ZB para mi cuenta

                                                                                                    Hice cambio de servidor y no encuentro el codigo unico de cname.
                                                                                                  • Privacy error

                                                                                                    Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"
                                                                                                  • Automate Backups

                                                                                                    This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
                                                                                                  • Customise Search Bar in CRM

                                                                                                    Is there a way to customise this search bar in the CRM to add fields?
                                                                                                  • Counting downloads of a file

                                                                                                    Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks Estelle
                                                                                                  • Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?

                                                                                                    When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which
                                                                                                  • New Search Function

                                                                                                    Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which
                                                                                                  • New permissions for accessing emails sent via Zoho CRM

                                                                                                    Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose
                                                                                                  • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                                                                                    so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
                                                                                                  • Request for Alerts on Workflow and Function Changes.

                                                                                                    I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.
                                                                                                  • Transfer Amount from One Vendor to Another Vendor

                                                                                                    One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But
                                                                                                  • How to make Branch compulsory in Zoho Books invoice?

                                                                                                    How I make Branches compulsory in Zoho Books invoice?
                                                                                                  • Regarding GST Report Issue in Zoho Books

                                                                                                    Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.
                                                                                                  • Default Ship To Address on Purchase Orders cannot be different than Organization Address

                                                                                                    Our organization address is not where we want shipments delivered, it is just a mailing address. We would like to change the Ship To address on our PO's so that by default it is our warehouse (not the mailing address). I understand that when creating
                                                                                                  • Function #57: Automatically group items in invoices based on categories

                                                                                                    Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and
                                                                                                  • Differences between Zoho Books and Zoho Billing

                                                                                                    Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks
                                                                                                  • unable to import transactions into zoho books

                                                                                                    I download a csv with separate columns for deposit and withdraw. The sample has zero's in the blank spaces so I ensure mine does too. When I try to import it says the fields must have values greater than zero.
                                                                                                  • Zoho Forms Unable to Save Account Numbers with a Leading Zero

                                                                                                    We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without
                                                                                                  • How to include GST% in PO amount?

                                                                                                    Currently when I raise PO, the basic price of the item is used. However, the GST is not calculated and added along with the basic amount. I have added a Custom field for GST in the PO but I need Zoho Inventory to calculate the GST amount and add it with the Basic price to give me the final PO price.
                                                                                                  • sitemap in zoho sites not updating

                                                                                                    I checked my sitemap and it has not added any updates. Do I have to generate one manually all the time or is zoho sites suppose to generate and update it?
                                                                                                  • I trying to connect our PM tool but API shows failure

                                                                                                    Hi All, in ZOHO CRM when an enquiry stage is moved to WON then I have created a rule to trigger POST URL to thrid party AP and then create a function for mapping with below code void automation.kytesfunctions(String enquiryId) { // Fetch enquiry details
                                                                                                  • Sample Ticket - Created from Bot Preview

                                                                                                    Why is Zoho desk adding bot created tickets?
                                                                                                  • Webhook data is not being received

                                                                                                    We’ve set up the webhook with a public URL that returns a 200 status on Postman. However, when we ran a test, we didn’t receive anything in the req.body object or see any data from the POST request. As a team of freshers still learning the ropes of development,
                                                                                                  • Number of Workflow runs

                                                                                                    Is there a way in Zoho desk to see statistics regarding workflows, rules and other automation objects? Would be nice for several reasons: You could ensure that your workflows are actually running. You could determine which ones weren't being used so you
                                                                                                  • Mail is no longer populating CRM contacts

                                                                                                    Hi! For the last few days, my mail hasn't been populating my CRM contacts. Even people I email multiple times per day. In fact, it keeps trying to send mail to myself. Notice, I started typing Amy and only got as far as, "Am" and it suggested myself.
                                                                                                  • Zoho Support is indeed shocking and difficult to get a response with

                                                                                                    All our business emails have an auto-foward set up on them so that they also go to our GMAIL accounts so that we receive them to the relevenat people. The emails are indeed auto forwarding and arriving to our GMAIL accounts but when you log into your
                                                                                                  • How to get a list of selected records into a button-function? Here is how!

                                                                                                    So, you might know already how to get a button on a page somewhere and perform actions with a function when pressed, but how about a button that only works with the records you selected in the list view? The button selected is a custom button in the modules
                                                                                                  • How to Add Break line / Return on button click

                                                                                                    I need to return the text concate with difference field from lead with line break i try "\r" ,"\n" "<br>" return "ali \r\n <br> baba"; None of above work.  i expected result something like this  ali baba but got this  ali \r\n <br> baba so, how can i
                                                                                                  • How to get batch number of item by api?

                                                                                                    Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item
                                                                                                  • Announcing new features in Trident for Windows (v.1.18.6.0)

                                                                                                    Hello Community, Trident for Windows is here with some new features to elevate your workplace communication. Let's take a quick look at what's new. Ask and send read receipts for emails You can now request read receipts for specific emails while composing,
                                                                                                  • Dialing Microsoft Teams Phone Service via Zoho CRM

                                                                                                    I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone
                                                                                                  • Increase subscription prices for existing subscriptions

                                                                                                    Hi, Does anyone know how we could achieve the ability to increase the subscription fee for our existing customers based on a % increase. We are not yet using Zoho Billing (Subscriptions) and I'm not sure if it is a good fit for us. But we would need to
                                                                                                  • Why developing custom function development made so difficult for Zoho Projects!!

                                                                                                    Hi Zoho Team, I am trying to write function to automate a process but whatever API name or Column Name I use, the API isn't populating certain fields. Even the standard fields aren't getting populated through API. It's already exhausting to find all API
                                                                                                  • Data not visible in sheet cells

                                                                                                    I'm having an issue where my data is not visible in my sheet cells. If I click on an individual cell, the data does display above in the little "fx" box. But all the boxes in the sheet just look blank. My collaborators do not have this issue. I have checked
                                                                                                  • Function #20: Custom calculation in item table of invoices

                                                                                                    When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
                                                                                                  • PO receive limitations

                                                                                                    It is VERY common to receive more or less that the PO quantity. It's totally ludicrous to limit the maximum receive to the PO quantity! What if the receive is 0.00001 less than the PO quantity - it leaves the PO as "Partially received" The current options are to edit the PO manually before finalizing the receive, an outrageous situation ! Please Zoho guys - this is an infuriating oversight & can be easily resolved by introducing the option as shown in the attached document ......
                                                                                                  • Next Page