Power of Automation::Automate the process of cloning a Task on specific status update.

Power of Automation::Automate the process of cloning a Task on specific status update.

Hello Everyone,

Here we are again, filled with excitement to share yet another requirement that has been accomplished through the implementation of custom functions.

In general, 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.


One of our customers had a specific requirement to automatically clone the Task and move the cloned Task to a Tasklist in another project on specific status update.

For example, when Task A's status is updated to 'Approved' within Project A, Task A should be automatically duplicated and moved to a Tasklist in Project B.

Custom function code:

// TODO : Clone Task from one project to another project.
// Copy Task
projectsV3APIEndPoint = "https://projectsapi.zoho.com/api/v3";
copyTaskParamMap = Map();
copyTaskDetails = invokeurl
url :projectsV3APIEndPoint + "/portal/" + portalId + "/projects/" + projectId + "/tasks/" + taskId + "/copy"
type :POST
info copyTaskDetails;
info "-------------------------------------";
// Move Task
projectsRestAPIEndPoint = "https://projectsapi.zoho.com/restapi";
moveTaskParamMap = Map();
// TaskList ID in which the task is to be moved
moveTaskDetails = invokeurl
url :projectsRestAPIEndPoint + "/portal/" + portalId + "/projects/" + projectId + "/tasks/" + taskId + "/move"
type :POST
info moveTaskDetails;
info "-------------------------------------";
return "success";

Replace 'xxxxxxxxx' in the above code with the connection name and the destination tasklist Id (1683929000004182021) to which Task to be moved. Screenshot of the list of parameters to be mapped is attached for reference.
Our customer was able to capitalize on custom functions in Zoho Projects which allowed them to automate the process of cloning Tasks, reducing time consumption and in turn increasing their business productivity.

We hope you found this post useful. If you have any questions or wondering if your requirement could be met using custom functions, feel free to share them in the comments section below.

    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

                                          • 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
                                          • Manage Documents with SharePoint Extension in Zoho Projects

                                            SharePoint is a digital platform to store and manage your documents. Multiple users can work on the same document simultaneously, which enhances your team's productivity. By installing the extension in Zoho Projects, users can access the documents seamlessly
                                          • Share Captured Content as Work Items with Zoho Annotator for Zoho Projects

                                            Zoho Annotator is a free browser extension to annotate web pages and images. The extension allows users to: capture, annotate, and share visual content within Zoho Projects. create tasks, issues, or statuses with annotated images or videos as attachments
                                          • Auto-update the Successor Task Status.

                                            Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successor
                                          • Collaborate Visually with Whiteboard in Zoho Projects

                                            Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity

                                          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 WorkDrive Resources

                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series

                                                                      • Tips


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Digest


                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now