How do mass change start date and end date?
You can mass do everything else, so maybe I'm missing something. But if I have a bunch of tasks and want to assign multiple tasks within a date set, how do I do that without doing them one by one?Zoho Projects task fields definitions
Hi all, Is there any place that I can find a list of definition and/or example about existing task fields in Zoho Projects? Some are obvious, but not all for me... For not editable or calculated fields, I cannot always see where does the information comeInput Parameter Missing - Associate multiple teams to a project
Hi, I am trying to assign multiple Teams to a project via the API. Using the documented 'POST /restapi/portal/[PORTALID]+/usergroups/associategroups/' method, the error '{"error":{"code":6891,"message":"Given URL is wrong"}}' is returned. Assuming theCustomize Column in Projects - Default View for Template?
Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over. Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etcClear Task Dates
How to clear (remove) task start dates, due dates when a project is cancelled? I know it's doable manually but if there are 100 tasks in a project then I have to perform 200 activities to clear start and due dates, I want to get that done by automationGallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.Tip #30 - Cloning a project
Sometimes, you'll want to use the same data from an existing project to create a new one. This is usually done by cloning an existing project. We have a simple work around wherein you can create a project template in Zoho Projects and save time recreating the wheel. Using this, it is possible to duplicate the data from an existing project into a new project. When creating a project template select the option "Choose from Projects" and select the project which you want to clone or duplicate to reuseWhat is the point of Zoho Projects under Zoho One Plan?
Hello. I feel like Im missing the point. We are slowly implementing zoho apps in our company. We are happily using CRM, Creator, Books, Sign, Mail, Workdrive, Writer and Flow. So its time to learn something about Zoho Projects and seems like featuresNothing Showing in All Projects Feed (Only Showing in Project Specific Feed)
Hi there, Currently, I can only see feed information if I select a specific project. If I choose "All Projects", nothing shows. Is there a setting I need to make to show project feeds in All Projects?Clear Dates on Tasks No Longer Available
Since the UI recently changed, I no longer can clear dates on tasks in projects that need to remain open-ended. Am I missing something, or is that now gone?Completion percentage of task should be customized by the user
In zoho projects, the software lets the user to assign percentage of tasks in multiple of 10. (10,20,30,...,100). In my opinion, the user should be able to customize that percentage; because in many cases; only the user can decide how much task is done,Task List Workflow Rule
I'm having an issue when creating a workflow rule to notify customers by email of the project progress. I need the criteria to be TASK LIST STATUS not just task status. I don't want our customers getting too many email notifications throughout the project,Milestones - must they always include a tasklist? Is there a way just to have task(s) within milestones?
We like using the milestone feature for project organisation and visualising the Gantt chart, however we have no need for "task lists" in some milestones because some milestones might only include 1-2 task. As far as I can see, I cannot assign Tasks to Milestones - I can only assign a Task List to a Milestone. Is this correct or is there something I am missing? Having to setup a task list makes the system look bloated and creates unnecessary clicks and confusion when there are only a few tasks requiredTip of the week: Add documents from your favorite cloud service to your project
Cloud picker lets you easily add documents from your favorite cloud service to your projects. In the documents module, click on upload new file and then click on cloud services. This displays the cloud picker. Select the cloud service of your choice from the left margin and authenticate yourself. The files in the service now get displayed here. Select on a document and click attach, and it gets listed among your project documents.Resource Utilization should take into account Completion % or Timelog
If you are a user that has this same problem or wants to see this happen, please hit the Thumbs Up button and post a comment below. The more people ask, the more Zoho listens. The problem: There is a major flaw with the Resource Utilization report inSelect or assign a default view on a project dashboard through the project layout
We have started a new engineering change notice (ECN) project in the company and we are planning to use a separate project layout for these type of projects. This project layout gives an overall view of the project including links to specific SharepointEmail notifications to project members - how to deactivate?
Hi, By default team members are notified by email of every actions made in the project. How can I deactivate *all* the notifications? I prefer to stream that to a RSS feed? is it possible? Thks in advance! FrancoisCustom fields not working in Workflows
Please help. I have created a picklist field called Inspection with values that include "Pass" and "Fail". I can't execute a Workflow rule on a specific field if that field is a custom field. The field is not available for selection. If I bypass thisCan email notifications be opt in rather than opt out?
Could you please make it so that email notifications are opt in for users and not opt out? We may have to stop using Zoho. Some of my colleagues like and use it; others don't want to experience the details of project management—they just want to be updated verbally at meetings. Sure, they can configure their own settings, but why do I have to make them do that? Many will just say: make this stop; I don't care if it means that you have to stop using this tool. I guess I could give the an alias emailWebhooks
Hi I want to know if you have in roadmap webhooks to send notification to external applications like Hipchat or Slack. ThanskSubtask level access permissions
For example, 50 people are working on the same task. There are 100 subtasks of that task. The admin wants that : 25 users should be just able to view & edit subtasks owned by them. 10 users should be able to just view all subtasks and edit nothing.Insert dependent Picklist and multivlaue Picklist
Adding 2 new kind of custom field would be ideal - dependent Picklist (picklist where the list of selectable values dependes by the choise of another value) - multivlaue Picklist (picklist where more than 1 value could be selected) These new fields could be very helpful both in task than issuesSubtask : having some parameters like owner, due date being inherited from task
Hi, I am having some issues with subtask creation. The way we operate in our business, most of our tasks and their subtasks are done by the same person. Is it possible to set some inherited parameters that would be automatically set when we are creatingHow can I add Material cost to a project?
Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks BarbaraCustom Project View by Project Group
Hi Zoho Team, I used to have a custom project view which showed all my active projects (not cancelled or completed) and the list was separated into projects groups. Some time ago, possibly a couple of months ago, I began to see all projects even cancelledIs there a way to import timesheets from an excel spreadsheet into Projects?
We have external consultants that fill in timesheets on a spreadsheet, as well as timesheets from our customer systems that are in an excel spreadsheet. We are trying to minimize the filling in of timesheets to only once and would like to be able to import these excel spreadsheets into projects. For example, customer A has their own timekeeping system that requires our consultants to log time in their timesheets. We want to export this from their system and import into zoho projects.I want to update a task in zoho project api
I want to update a task in zoho project api. I am passing custom item values but it is not updating properly. How do I pass the value to update? I am attaching a picture, the value of Body is dummy. My guess is that it is because of the way the Body valueTime Log Configuration
Time logs are an effective way to track your users' hours. In our previous post, we saw how to move timesheets from one task or issue to another. In this post, you will learn how to configure these timesheets from the setup page. For instance, considerProject roll-up: Work hours total not shown in task list or milestones
Hi, It is really important for us to have a total of work hours by task lists and milestones, as we use these to track the Planned VS Actual instead of individual tasks. The work hours total don't show in task lists or in milestones. Is this a bug? Otherwise, when will you provide this feature? Thank youCan't add users as present in other DC
What the heck is "DC" ? I get this when adding literally any user and it is getting seriously annoying now... :/ If it means that the email address already belongs to another Zoho portal then this is just stupid and it should allow user's to be addedField Dependency in Task Fields
Please consider introducing field dependencies such as you are doing it on Zoho Desk. Yesterday I was customizing a Task layout for the first time where I did require to relate 2 fields and I did assume that Projects would already have this feature because it was already being presented in another Product from Zoho but to my surprise I've found out that there isn't a dependency feature in Projects. Below is the "Field Dependency" option menu from Zoho Desk. This feature is not a full fledged solutionMind mapping in Zoho Projects
Good morning, I would like to congratulate the Zoho team for building such an inovative and responsive application that fits in the daily challenges of so many work groups. I would like suggest you another functionality that helps a lot in project planning and development: mind mapping. Mind mapping would be of great help for brianstorming, knowledge management and other needs in online collaboration. Thanks and wish you all the best! George Maha Empresa Júnior Multidisciplinar do Instituto deMove Timesheet from one Task/Issue to another
Timesheets are used for tracking time logs of tasks, and issues. You can control the number of hours a user can log into timesheets. In Zoho Projects, you can move these timesheets from one task/issue to another. Consider a scenario where John is an employeeI would like to update a task's person in charge item with a function, but I get an error.
I'm running into the error again. I am writing a process to automatically assign the task to the creator when the last person in charge of the task is empty, but I cannot update it. I try to pass it as per the data I got from the api or update it similarTEAM assigned based on FIELD (defined in LAYOUT)
Hi, Need some advice how to tackle this. We have project template - 40 tasks. Projects are reapeatable with only difference: for few specific tasks they are either executed by local team or global team. I was wondering if I can have one template forTimesheet Approvals
Hello, Is there a limit to the amount of timesheet approvals you can do for changing items from billable to non-billable? I've been doing a lot today and now I can no longer update timesheet entries to billable or non-billable. I click to make the selectionProvide customization to Project notifications
Hi, The current notifications from Projects lack information and cannot be customized. The project name is missing but also the notification url could be set up to a more friendlier name. It would be good to have control to customize the notificationsZoho Projects Timesheets API - Does fetch_by_modifiedtime work?
Does fetch_by_modifiedtime work? I have a couple of logs that where created on 7/15/2022, but has a date of 6/30/2022. When I use Get All Time Logs, I can only see them if I use the 6/30 date.Filter in progress tasks where starting date is after {today}
Hello, is it possible to create a custom view which filters all in progress tasks assign to an user where starting date is after {today}? Thank youZoho projects API - logs
Hi I am able to retrieve time logs for a specific month via the API but when a try to use a date range I get a "BadRequest" error. I am sure there is a problem with the GET syntax. Please can you provide some guidance? Below is the GET request I am sending.Next Page
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Gallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.Tip #30 - Cloning a project
Sometimes, you'll want to use the same data from an existing project to create a new one. This is usually done by cloning an existing project. We have a simple work around wherein you can create a project template in Zoho Projects and save time recreating the wheel. Using this, it is possible to duplicate the data from an existing project into a new project. When creating a project template select the option "Choose from Projects" and select the project which you want to clone or duplicate to reuseTip of the week: Add documents from your favorite cloud service to your project
Cloud picker lets you easily add documents from your favorite cloud service to your projects. In the documents module, click on upload new file and then click on cloud services. This displays the cloud picker. Select the cloud service of your choice from the left margin and authenticate yourself. The files in the service now get displayed here. Select on a document and click attach, and it gets listed among your project documents.Time Log Configuration
Time logs are an effective way to track your users' hours. In our previous post, we saw how to move timesheets from one task or issue to another. In this post, you will learn how to configure these timesheets from the setup page. For instance, considerMove Timesheet from one Task/Issue to another
Timesheets are used for tracking time logs of tasks, and issues. You can control the number of hours a user can log into timesheets. In Zoho Projects, you can move these timesheets from one task/issue to another. Consider a scenario where John is an employee
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The value does not change when I run the update function of zoho project.
The value does not change when I run the update function of zoho project. zoho.projects.update(portalID, projectID, "tasks", taskID, details_map, "connections"); ↑ This is the function we are using. The items we want to update are custom items. How doI want an api collection for Zoho project
Is there an api collection for Zoho project? I would like to import all collections into Postman. I have found them in the cliq api and the CRM api, but I couldn't find the project collection.Zoho Projects task fields definitions
Hi all, Is there any place that I can find a list of definition and/or example about existing task fields in Zoho Projects? Some are obvious, but not all for me... For not editable or calculated fields, I cannot always see where does the information comeTEAM assigned based on FIELD (defined in LAYOUT)
Hi, Need some advice how to tackle this. We have project template - 40 tasks. Projects are reapeatable with only difference: for few specific tasks they are either executed by local team or global team. I was wondering if I can have one template forInput Parameter Missing - Associate multiple teams to a project
Hi, I am trying to assign multiple Teams to a project via the API. Using the documented 'POST /restapi/portal/[PORTALID]+/usergroups/associategroups/' method, the error '{"error":{"code":6891,"message":"Given URL is wrong"}}' is returned. Assuming the
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Gallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.Work agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classicTime 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 keepZoho Projects: Quarterly Updates | Q1 2022
We would like to share the quarterly updates for the period January to March. User Hierarchy: Users can enable Hierarchy settings to maintain a tree structure based on user roles. You can assign reporting managers and approve Timesheets based on the reportingIntroducing Issue Reports at an Org Level
In addition to the reports on projects, tasks, and timesheets we have recently implemented reports for issues at an organization level. This report displays the number of issues across all the projects using various criteria such as Status, Assignee,
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