Task Layout Rules - Business cases
Hello, Guys! We are happy to meet you all in this community post and hope all are doing great. We are here to share a bunch of use cases in a series under various features with you. All the existing users of Zoho Projects can view the cases and letTimesheet Export Fields
Hi, Is it possible to specify what fields are included when I export timesheets? I would like to be able to see the Task List name for each line since that is my way of grouping the related time charges. Thank you, KathyRequest: Create Tasks based on picklist/checkbox selection on Task fields
I did search for similar requests but couldn't find any. We would like to trigger/create new tasks (or create tasks from task templates) based on picklist or checkbox selections on the Task fields.Request: Create Task Lists based on picklist/checkbox selection on Project fields
It would be a life saver and a valuable automation feature if task lists could be automatically created based on checkbox/picklist type field selections on the Project layout. Carrying over the order of such task lists from the project layout would beCan bugs be changed to tasks?
Sometimes bugs posted will be Change Request (CR). Is there way to convert the posted bugs into Task in the Task list? If not, this is the useful feature, please provide at the earliest. Thanks, AnandCreate a Recurring Task?
How can I create a recurring task? I found the blog that explains how to do it but I haven't been able to follow it successfully.Why tasks in template project are not created ?
Hi, I don't know why, but when I want to create a project template are a new project from a template, tasks don't come with the creation. Do you have an idea ? Thank you.Is it possible to automate an email alert when a project field is updated
Hi I need to create an alert when a user updates a field in a project record. The field is a date field " Proposed Go Live Date" in the project details page. When a user updates the value in this field I need an alert to be triggered to send an emailBulk Copy of Tasks
Is it possible to select multiple tasks to make copies of all of them at the same time without needing to create a template? The description for the method to copy a task is clear but it is limited to one task at a time. (https://help.zoho.com/portaZOHO project roadmap
Hello, we're evaluating to move from ZOHO Project to Microsoft Project. Anyway, I'd like to to ZOHO project roadmap to evaluate the investment. Thanks.bulk task edit many at once
the bulk update on tasks is great, click a few tasks, and then change a status or owner on it etc. the thing we are noticing is that we need to change 3 or 4 things on the tasks. to do this, we have to select the tasks, and change one thing, then it saves, then select the tasks again, and change the 2nd thing, and then it saves.. etc would it be possible to queue the changes, so we can select the group of tasks, then change 3 or 4 things on the task (status, owner, custom drop downs etc) and whenLogging a timesheet when NOT the Task Owner
Hi, I'm trying to log time to a task when I haven't been assigned as the task owner. Is this possible? If not, please add as a feature request. Use case: someone can be assigned a task and get help / collaborate with a teammate who is not assigned to the task. The teammate still needs to log their time against the original task, even if they're not the "owner" or person responsible for the task itself.Sharing Documents outside of my organization
-I can share documents just fine, and prefer sharing Project Specific documents from the project as opposed to -using Workdrive. It works find for me, even though it's not as intuitive as I think it could be. My problem is, I am an admin, and out usersHow to add notes to a specific task
I know I can make overall comments on a project in the Dashboard area, but is there a way to add a note to a specific task? I looked through the forums and the only posts I could find were more than 10 years old. Thank you!Text in the descritptions is not searched for when using the Search field provided. This is a vital area when 'Searching' for specific issues
Modification request- More depth on search engine- This is a bug. Search should should for Description Missing Key field in which should be applied in search. Problem ‘Description’ is where the main body of information is entered about an issue. If there is no search available for that area of a report, it makes the search feature inadequate 1. Access Zoho 2. Click on any project 3. Click on Bugs tab and Bugs sub-tab 4. On far right side locate Search bar 5.6500 Error when updating task status
Hello, I am trying to update the status for a task via the API. The response I get back is the following: { code: 6500, message: 'Status and % completion cannot be updated for tasks associated with blueprint' } The endpoint that I am using is: POST /portal/[PORTALID]/projects/[PROJECTID]/tasks/[TASKID]/6500 General Error when uploading files for a comment via the API
Hello, I am trying to create a comment for a task via the API, and upload files in the task comment. When I use Postman, everything works fine, both the comment and files are added. However, when I use axios in Node.js to send a POST request, I am gettingTime Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepPlease add a function to convert task into Calendar event
I highly recommend this function /feature to is able to convert Tasks into Calendar event just like what outlook could do.Email Add-to Project
It would be really handy to add emails as a Project task. Many emails I get translate to project tasks that need to be billed, and as it is, I have to recreate them as project tasks.Turn on "Public" for all projects by default
Is there anyway to have every new project set to be "Public" by default in Zoho Projects?How to scale project templates
We are planning on using Projects for assembly order projects that have common tasks, so I would like to set up templates. However, I have not found a way to scale the length of all tasks by the amount of items that needs assembly. For example, if WidgetAdd User to Task in Task Template
Can you add users to task within task template? We offer the same tasks for multiple projects and assign them to the same people. Examples of tasks include: Graphic Design Copywriting Proofing What's the fastest way to assign users to project tasks inTip 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 enableHandy ways to delegate tasks
Hello, all! We are back with a new update on the Tasks module that simplifies task ownership management. There are five handy options to delegate tasks in a project and let's see them below. Select one or more tasks to enable the Bulk Update checkbox,Add a subtask to my Zoho CRM as a task
Greetings, I hope find all good and safe! It is not being possible to add a subtask to my Zoho CRM, the link to add to my CRM appears always (when creating the subtask, after in the subtask list when the subtask is selected), but when I click on theseTasks not loading fully - Search issues - reg.
We are having around 1000 + tasks in Task lists - Milestone, but as the tasks are not fully loading in one shot, because of which we couldnt able to search tasks properly until the entire tasks are loaded. Is there any option to come around the sameTurning off Overdue notifications for Zoho Projects I'm not on or assigned to
My company uses Zoho projects to manage tasks across various different divisions. I use the overdue reports to help manage my personal tasks with a firm deadline. The problem is that my daily report shows the overdue tasks on all the projects acrossIs it possible to set a Project's layout through the API?
Hey all, I've looked at the documentation regarding the question at: www.zoho.com/projects/help/rest-api/projects-api.html All I can find are ways to read the layouts for the projects through the API, but I need to set the default one to something otherApp Spotlight: timeBro for Zoho Projects
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. timeBro for Zoho Projects The timeBro integration for Zoho Projects offers antime 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 trackerCustom fields and filters for Timesheet
HI Zoho Projects team. IT would be great and useful if we can add custom fields to the Timesheet design And is needed more options for filtering the timesheet dashboard, like "Milestones" and task list asociated to the record. Thank youSaving Filters on Timesheets
Is there a way to save filters on Timesheets so I don't have to re-click them every time I enter my Timesheets page? I would love if my filters are saved for future use, or if i can create a custom view.Milestone - Edit Date Completed
I've noticed a new change with Project Milestones, they are no longer separated by Active Milestones and Completed Milestones, but there is a Status button that you change. However, there used to be a Completed Date field/column. Now it just shows StartIs there an efficient way to enter tasks with Work Hours?
Our team typically enters several hundred tasks in any given week. We are finding the process very inefficient in Zoho Projects. We would like to be able to quickly enter these 3 values when creating tasks: name of task assigned resource work hoursDefault Columns for Projects
Hello, Is there a way that I can setup default columns for projects so that whenever any new project is created it will have the same column options turned on/off and save the order that they show up in? I don't see a way to do this when creating theUse templates to create similar projects
Create custom project templates and use them to start projects that are similar or repetitive in nature. For instance, a publishing company handles a variety of books like management, research, STEM etc. Each division follows their own process and theA better way to calculate completion percentage.
Currently the developed zoho project program calculates a percentage calculation on the project overview page. (See % area in picture below outlined in RED) This percentage is currently calculated by dividing the TOTAL NUMBER OF COMPLETED TASKS by TOTALMilestone Templates
I see that there are ways to create project templates and ways to create task list templates. What I would like is a way to create a milestone template. I would want to be able to implement these milestone templates into an existing project. So very similarPlease enable sorting for more columns in Plain View
Plain view is an excellent view to work in, but I find the usefulness of it greatly reduced by the inability to sort by several major columns. Examples: When looking at Plain View for a Project, the first thing I want to do is sort by owner. The next think is by Task List. Neither is possible. Yet I can sort by Status, Due Date etc. When looking at Plain View in My Tasks, the first thing I want to be able to sort by is Project. Not possible. Can sorting just be enabled for all columns? The CRM teamNext Page
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Announcements
Task Layout Rules - Business cases
Hello, Guys! We are happy to meet you all in this community post and hope all are doing great. We are here to share a bunch of use cases in a series under various features with you. All the existing users of Zoho Projects can view the cases and letTime Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepTip 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 enableHandy ways to delegate tasks
Hello, all! We are back with a new update on the Tasks module that simplifies task ownership management. There are five handy options to delegate tasks in a project and let's see them below. Select one or more tasks to enable the Bulk Update checkbox,Use templates to create similar projects
Create custom project templates and use them to start projects that are similar or repetitive in nature. For instance, a publishing company handles a variety of books like management, research, STEM etc. Each division follows their own process and the
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A parent task can not be made dependent on the completion of its subtask(s)
I can designate a parent task ("Check earthing") as dependent on the completion of one or more of its subtasks, but someone who has been assigned the parent task and its subtasks can close the parent task and all of its subtasks with close without a warningTurn on "Public" for all projects by default
Is there anyway to have every new project set to be "Public" by default in Zoho Projects?6500 General Error when uploading files for a comment via the API
Hello, I am trying to create a comment for a task via the API, and upload files in the task comment. When I use Postman, everything works fine, both the comment and files are added. However, when I use axios in Node.js to send a POST request, I am gettingProjects - Weekly Time Log - User changes incorrectly after Project selection
I am reviewing Projects for our needs and I am for the most part satisfied, but not sure if the issue I've come across is a bug or a misconfiguration. I have the need for multiple users to be able to access projects (I setup a Team and associated it),How to add notes to a specific task
I know I can make overall comments on a project in the Dashboard area, but is there a way to add a note to a specific task? I looked through the forums and the only posts I could find were more than 10 years old. Thank you!
Sticky Posts
Time Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepTip 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 enableTip of the Week: Task Sorting
I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).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 recurrenceFlexible Milestone Invoicing
If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, consider
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