Resource Utilisation is now Workload Report

Resource Utilisation is now Workload Report

On behalf of the team, I am thrilled to share a significant transformation in one of our pivotal features – the current 'Resource Utilisation' chart is now reborn as the more versatile and insightful 'Workload Report'!

It is not about just the name change. A few enhancements are packaged in.

Task Grouping Evolution
Enjoy the enhanced ability to group tasks by 'Task Owner', 'Associated Teams', 'Profile', and 'Roles', providing a more tailored and detailed view of your project(s) workload.


Diverse Task Expansion Styles
Tailor your task-viewing experience by expanding and exploring tasks in different styles. Choose between the classic Gantt or the new Timeline style to suit your preferences.




Dynamic Timeline View
Experience the power of our newly introduced 'Timeline' view, designed to provide a holistic overview of timelines for better planning and coordination. This is in addition to the existing 'Bar' and 'Heatmap' view.


Why embrace the change?
The shift from 'Resource Utilisation' to 'Workload Report' signifies our commitment to providing a more encompassing and user-friendly tool. It's not just about resources; it's about optimizing and understanding the entire workload.

The changes mentioned above are expected to go live on or before Monday (18 March 2024). I will keep you all updated once the changes are live. Stay tuned!

    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

                                                • Catch Zoho Projects' New Video Series!

                                                  We have a refreshing update! Zoho Projects' How-To Video series is now live on Zoho Projects' Help page! The video series intends to provide significant information about Zoho Projects' features and solutions that would help users make full use of Zoho
                                                • Resource Utilisation is now Workload Report

                                                  On behalf of the team, I am thrilled to share a significant transformation in one of our pivotal features – the current 'Resource Utilisation' chart is now reborn as the more versatile and insightful 'Workload Report'! It is not about just the name change.
                                                • Business Hours, Skip Weekends and Holidays

                                                  After taking the customer requests to heart, I am glad to share with you about the launch of the much requested and awaited feature - Business Hours, Skip Weekend and Holidays. I know this feature is going to be a big one with way it helps you in organizing your work. You can select the preferred business hours, holidays and working days under Date Format & Business Hours settings. The benefits you will enjoy out of this feature are: Customize your holidays Organize your work better Enhanced recurrence
                                                • Deprecating Support for Authtokens in Zoho Projects

                                                  Dear Users, Authtokens and OAuth are currently used to authorize third-party applications to access Zoho Projects. However, going forward we will not be supporting authtokens. This means that effective 1st December, 2020, you will no longer be able to
                                                • Coming up next: 7 features to look out for in Zoho Projects 7

                                                  Hello all!   We're excited to announce that Zoho Projects V7 is getting ready for your use! A complete UI makeover with focus on a consistent user experience, added with a bunch of new features and updates makes for a pretty exciting upgrade :)   Here's a quick rundown of what you can expect in Projects 7:       1) Single Page Layout - A consistent left-panel that provides easy access to all the modules you need. A single click will be all you need to navigate anywhere inside Projects!       2) Filter


                                                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

                                                                                                  • Admin Access to Direct Messages in Zoho Cliq

                                                                                                    Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to access
                                                                                                  • "Mark as Spam" not working as expected

                                                                                                    Dear support, in the below scenario, clicking on "Mark as spam" identifies only the first of the checked emails as spam, removes that email from the visible list and leaves the rest of the list still visible & unchecked. I've tried check-marking them
                                                                                                  • Massive price increase for user licenses of Zoho Portal

                                                                                                    This actually a complaint about this announcement: https://help.zoho.com/portal/en/community/topic/free-user-licenses-across-all-portal-user-types You present this as an enhancement. And, yes, while reading the main part, I'd agree that (for smaller companies),
                                                                                                  • 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 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 for
                                                                                                  • Free user licenses across all Portal user types

                                                                                                    Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore
                                                                                                  • Calendar - "super compact" week view

                                                                                                    every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?
                                                                                                  • Link project tasks to tasks in CRM and/or other modules.

                                                                                                    Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks
                                                                                                  • Calendar - "pop up" locations

                                                                                                    One of the attractive features of google calendar and outlook calendar is that locations for events will start to automatically populate the location drop down menu as you type. Adding this feature to zoho calendar would be the final feature i need.
                                                                                                  • [Free Webinar] Learning Table Series - Creator for the Education Industry

                                                                                                    Hello Everyone! We're thrilled to invite you to the Learning Table Series—a year-long initiative to demonstrate how Zoho Creator can transform industries with innovative and automated solutions. Each month focuses on a specific industry, and this time,
                                                                                                  • How to map a global picklist from one module to another

                                                                                                    Hi there, i currently have a new field that is called sales office which we use for permission settings between our different offices located in different countries. It is a global set picklist with three different options: MY, SG and VN. I want to be
                                                                                                  • Remove the [## XXXX ###] from subject replies

                                                                                                    For our organisation we would like to have the [## XXXX ###] removed from subject replies. Cheers, Jurgen 365VitaalWerken
                                                                                                  • Self Client Authorization Issue

                                                                                                    Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"
                                                                                                  • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

                                                                                                    We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
                                                                                                  • All notes disappeared

                                                                                                    I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,
                                                                                                  • How to send mail with js SDK

                                                                                                    Hell o I'm using https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js, for my widget in CRM (built with sigma) Is it possible to send email from js file, I try ti use that ZOHO.CRM.API.sendMail({ "Entity": "Accounts", "RecordID": sharedVariableEntityId,
                                                                                                  • How to add tags to a record with jS SDK 1.2/ZohoEmbededAppSDK

                                                                                                    Hello Is it possible to add tags to a record with jS SDK : https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js ZOHO.CRM.API.updateRecord Thanks for insights
                                                                                                  • URGENT: Zoho Forms reCAPTCHA v2 Spam Issue

                                                                                                    Hello Everyone, We are encountering a critical issue with Zoho Forms despite having reCAPTCHA v2 enabled. Our business is accessibility-focused, and we are receiving a high volume of spam submissions, which is significantly affecting our workflow and
                                                                                                  • View all Products by pipeline deal

                                                                                                    Very good CRM I use it everyday only problem is modules not being interconnected especially products module. The main problem of products module are separated from contacts and company modules and only being connected to the Deals module. This way there's
                                                                                                  • Add "Lead Image" in Bulk?

                                                                                                    Each of our Leads is accompanied with a URL containing a photo of the lead when they come in. We currently have to manually download then upload the photo to the lead. This is a HUGE waste of time. Is there any way to AUTOMATICALLY add the photos to the
                                                                                                  • Map fields from CRM record to Finance Suite/Books Invoice fields

                                                                                                    I'm trying to auto-fill unique record specific field inputs that I have in my Contacts and Deals modules onto Invoices created from the record's finance suite related list upon creation.  One example is a field called "Job Number" that I have in my Contact
                                                                                                  • Add and Remove Agents from Departments and Groups in Zoho One

                                                                                                    Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to
                                                                                                  • Zoho CRM - best way to search an account and assign to a deal

                                                                                                    Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideally
                                                                                                  • What's New in Zoho Analytics - December 2024

                                                                                                    Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded
                                                                                                  • trying to access CRM Variables with JS SDK

                                                                                                    Hello i built a widget with Sigma, i create CRM VARIABLES in custom properties. I try to access them in function : ZOHO.embeddedApp.on("PageLoad",function(data) with : ZOHO.CRM.CONFIG.getVariable("mycrmvariable").then(function(data){ console.log("mycrmvariable
                                                                                                  • How to Assign Record Ownership in a Custom Form via API?

                                                                                                    Hello everyone, I’ve created a custom form in Zoho People and I’m using the API to manage its records. I would like to know how I can assign ownership of these records to specific users via the API. Is there a specific parameter or field in the API request
                                                                                                  • Writing on sketch cards is bugged when zoomed in

                                                                                                    When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.
                                                                                                  • Private Project

                                                                                                    Hi, I would like to know if a user can create a Private project that only he's able to see it. Not even the ADMIN user. Thanks
                                                                                                  • Accordion in tabs to create FAQs, etc.

                                                                                                    Accordion elements do not seem to be able to be placed in the tabs. It would be useful to be able to do this. Thank you.
                                                                                                  • Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)

                                                                                                    Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisites
                                                                                                  • Zoho Projects 2024 Recap

                                                                                                    Dear Users, As we conclude another remarkable year, it's the time to reflect on the journey we've just completed. The year 2024, defined by significant milestones, challenges, achievements, and important lessons. Every moment has contributed to the story
                                                                                                  • Custom Fields at Line Level

                                                                                                    Hi, is there an ability to add custom fields at line level? I need to track the start and the end date for each product within an invoice and I can't seem to find an option to do this.
                                                                                                  • Zoho API Error Code 7019 when adding job.

                                                                                                    Hello, I am following the documentation found here. https://www.zoho.com/people/api/timesheet/adding-jobs.html Regardless of how I try and post the data (including just using the example requests), I receive back the response {'response': {'message':
                                                                                                  • 554 5.1.8 Email Outgoing Blocked

                                                                                                    HELP!!!!! My e-mail marymariya@zoho.com is blocked. Error: 554 5.1.8 Email Outgoing Blocked The third day I am writing to the forum, but zohosupport is not responding. Why? What is the problem? I ask to help solve the problem, because I can not communicate with my customer base.
                                                                                                  • How to see changes with ZOHO.CRM.API.updateRecord(config) without reload page

                                                                                                    hello got a widget in account, trigger with a button i copy data to account when click on a button, in my popup All is working well. But i need to reload the page to see the update. How can i see the changes without reloading page, only when close the
                                                                                                  • How to call a Creator function which is in a different Creator application?

                                                                                                    How to call a Creator function which is in a different Creator application?
                                                                                                  • Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked

                                                                                                    My account is mino@flawless-frames.com, or flawlessframesstudio@gmail.com Could you please unblock my account, I've got restricted from sending more emails
                                                                                                  • If I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?

                                                                                                    Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,
                                                                                                  • Move a Contact from Current Account to a NEW Account

                                                                                                    I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years and had this functionality20+ years ago in other CRMs.  In the real world people move from one organisation to another. In the sales, finance and technical world it is nice to see the communication history with that person in their old account and also
                                                                                                  • Force Specific Layout for CRM Contacts Portal

                                                                                                    Hello: We're in trial on ZOHO One and looking at the CRM Portal (just for the contacts module). We have a client layout set up for Contacts that is working well for our internally, but for the portal we don't want to require (make mandatory) some of the
                                                                                                  • How to refresh the page by widget in related list?

                                                                                                    Hello, ZOHO.CRM.UI.Popup.closeReload method does the thing I need. But in my case, I'm not using popup. I have a widget in related list and I want to refresh the page when I'm done with it. I searched for it but I wasn't able to find it. Is there an any
                                                                                                  • Next Page