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                                                              • Four types of task dependencies

                                                                "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise

                                                              • Tip: How to print the Gantt View

                                                                Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones

                                                              • Task and Project numbering

                                                                Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks

                                                              • Task Inline Editing Enhancement

                                                                Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.

                                                              • Blueprint in Zoho Projects

                                                                Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define.    How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the


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                                                                                                                  Zoho Projects currently does not provide a built-in option to delete multiple projects in bulk from the UI. When working with testing environments or large numbers of temporary projects, deleting them one by one becomes time-consuming. To address this,

                                                                                                                • Advance Payment Record Removed When Deleting Applied Credit from Bill

                                                                                                                  Hello, So while working with vendor advance payments, I noticed that removing the applied credit from a bill also removes the corresponding entry from the Payments Made section. What I did : Recorded an advance payment to a vendor through Payments Made.

                                                                                                                • Show unsubscribed contacts ?

                                                                                                                  Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)

                                                                                                                • Changing settings for auto logoff

                                                                                                                  I've noticed that when I haven't used Cliq for a while, I have to re-enter my password. That is really clumsy, especially if you have a complicated password. Because it won't be filled in automatically. Is there a way to change that behaviour? We are

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                                                                                                                  Hello, I've been searching but haven't found the exact answer to this question. I am looking to track Marketing Automation email campaigns and activities inside of Zoho CRM. Use Case: Action: Prospect Submits A Lead Form Outcomes: Prospect created in

                                                                                                                • Uplifted homepage experience

                                                                                                                  Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:

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                                                                                                                  The condition settings for a Date field are are absolutlly usless. Conditions can only be set for a specific date, which is logically ineffective in most cases. When setting a condition for a Date field, users usually need to compare the value relative

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                                                                                                                • Adding new data to the sheet with most recent data being added to top row.

                                                                                                                  I am using a form that I built from within sheets.  When the form is submitted, is it possible to have the data entered in (for example) row 2 (since row 1 is the heading) instead of being added into the next available row which should be hundreds of

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                                                                                                                  Probably another simple thing I've missed but I can't find how to arrange the order in which the speakers are listed in a session once they have been selected. We usually want the speakers listed alphabetically by last name, but sometimes not. Once the

                                                                                                                • Request to Remove LinkedIn Verification from My Emai

                                                                                                                  I would like to submit a complaint regarding my Zoho Mail account. I previously used this email address to verify a LinkedIn account, but that LinkedIn account has now been closed. I need to remove or cancel the verification associated with the closed

                                                                                                                • Product Updates in Zoho Workplace applications | February 2026

                                                                                                                  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of February. Zoho Mail Organize Personal Notes with Collections You can now create collections under My Personal

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                                                                                                                  Hello all, We are introducing enhancements to Kiosk Studio that will improve the product scope and meet your custom needs more precisely. What's new? Add notes as Actions: You can add notes to CRM records as kiosk Actions, as well as insert merge fields

                                                                                                                • How can we clear a signature field with deluge?

                                                                                                                  I would like to clear a signature field in the Edit -> On Load. I have tried input.signature = ""; input.signature = null; clear input.signature; None of the above is working. is there any other way I am missing?

                                                                                                                • Please can the open tasks be shown in each customer account at the top.

                                                                                                                  Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

                                                                                                                • Regarding the Recipient Email change

                                                                                                                  I was not being able to change the Recipient email. Kindly resolve the problem

                                                                                                                • Request to Customize Module Bar Placement in New Zoho CRM UI

                                                                                                                  Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive

                                                                                                                • kanban view for client portal

                                                                                                                  Are kanban views an option for client portals? Access to Kanban views in the client portals would solve some mobile-compliant issues I have with the UI. Kanban functions very nicely on mobile and would be a super asset for my clients and vendors as they

                                                                                                                • 【Zoho CRM】サンドボックスのアップデート：メール送信トレイ機能の追加

                                                                                                                  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 CRMのサンドボックス（テスト環境）にメールの送信トレイ機能が追加されました。 本番環境でメール配信の前に、サンドボックスで送信される全てのメールを確認・検証できます。ワークフロー、承認プロセス、一括送信など、あらゆる送信パターンに対応しています。 「メールの送信トレイ」機能を使うと、顧客へ送信する前にメールの内容を事前確認できます。項目の欠落や書式の乱れなど、あらゆる問題をサンドボックス内でチェックできるため、本番環境でのトラブルを未然に防ぐことに役立ちます。

                                                                                                                • Whatsapp Limitation Questions

                                                                                                                  Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

                                                                                                                • Whatsapp BOT with CRM

                                                                                                                  Hello, how do you use Whatsapp integrations in zoho CRM?

                                                                                                                • Force mandatory entry on one of two fields on Contacts

                                                                                                                  We are finding our users aren't always entering a phone number or email address of a contact. We would like to make these fields mandatory but realize they won't always have both pieces of information, but should at least have one. Is there a way to make

                                                                                                                • Removing To or CC Addresses from Desk Ticket

                                                                                                                  I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results

                                                                                                                • Enhancing Zia's service with better contextual responses and article generation

                                                                                                                  Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

                                                                                                                • How can I prevent having recepients from being added as contacts in Zoho Desk?

                                                                                                                  How can I prevent having recepients from being automatically added as contacts in Zoho Desk? There's no option to disable this.

                                                                                                                • Agent Concern

                                                                                                                  would like to ask the difference between an agent and a light agent. can a light agent close a ticket. thank you.

                                                                                                                • Train Zoho Answer Bot Based on Customer

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                                                                                                                  I have an issue where I would like to trigger a workflow based on a candidate assessment being completed. Sometimes a returning candidate will complete a second assessment, on completion the status of the candidate will be updated to "Unqualified" if

                                                                                                                • Non-depreciating fixed asset

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                                                                                                                • Will Zoho Search work with Zoho Learn

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                                                                                                                • Ability to translate Zoho CRM Kiosks

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                                                                                                                • How to use filters on all products page? Or even a category page?

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                                                                                                                • audio and video comments in tasks in zoho projects

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                                                                                                                • Zoho Projects app update: Voice notes for Tasks and Bugs module

                                                                                                                  Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching

                                                                                                                • Boas práticas de desenvolvimento em Deluge

                                                                                                                  O Deluge (Data Enriched Language for the Universal Grid Environment) é a linguagem de script utilizada em diversas aplicações do ecossistema Zoho, como Zoho Creator, Zoho CRM, Zoho Books e Zoho Flow. Ela foi projetada para permitir automações rápidas

                                                                                                                • Zoho Books | Product updates | February 2026

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                                                                                                                • Send emails directly via Cases module

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                                                                                                                • Seeking a WhatsApp Business App (not API) Zoho CRM integration

                                                                                                                  We have a business need to integrated WhatsApp Business App (not API) into Zoho CRM to centrally manage communications between our Sales team and Leads & Contact. Is there a reputable integration available for this scenario of ours? Core features we would

                                                                                                                • Zoho Sign 2025–2026: What's new and what's next

                                                                                                                  Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.

                                                                                                                • Error AS101 when adding new email alias

                                                                                                                  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

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