Private Extensions in Zoho Projects
Extensions are used by developers to build and host their applications. In Zoho Projects, users can add new features or host third party applications using extensions. By integrating with Zoho Sigma, these extensions can be shared within the product amongTask Automation Is Terrible In Zoho Projects... Why?!
My team does the same thing... every single month for every single client. Think of it like this... Parent Task >> First thing we have to do >> Second thing we do 3 days later >> Last thing we do 5 days after the second thing Every. Single. Month.Action Cards in Zoho Projects Bot
If you are a Microsoft Teams user who is also a part of the Zoho Projects portal, you can now access the Zoho Projects Bot and start working on projects directly from your Teams workspace. Consider a scenario where you would like to add a comment to anZoho Projects | Unable to update the Status in all Projects
Updating the Status in all Projects in our organization Zoho Project is restricted in all the users. Kindly revert to us ASAP to avoid delay with our collaboration. And also please explain to us what was the cause of the issue. Thank you.New Type of Field for Task Layouts - Relational Fields
It would be super helpful to be able to create relational fields on task layouts. When added to the layout, you would pick the Zoho product/area for the field. When in use, you would be able to search and select a single item from that other Zoho product,Update Record Example Deluge Script
Hi, I need to write a deluge script to update a Projects task. Since the "update" API asks for "Record Id" , I must fetch the task first, then update it. Here the issue is that: I must pick the Task Id from the response object of the getRecords API,Import/Export into Zoho from Microsoft Project
I am new to Zoho. What are the steps from exporting from Microsoft Project into ZOHO?Bulk task or milestone creation via import or template?
Can a set of tasks or milestones be created by importing (eg, from a delimited file), or from a template of multiple tasks? We frequently create sets of tasks associated with an event. Each task has a different date relative to the event date. In Google Calendar and AirSet for example, we can import a csv file that creates a set of tasks. (We use an excel template to calculate the task deadlines now). Is bulk task creation possible in this way?Is there a Kanban view of Tasks across all Projects?
As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.Pause Timer and Add Notes in Zoho Projects
In Zoho Projects, timers are used to record time taken to complete tasks and issues. These timers can be started, paused, and stopped. You can now add a note whenever the timer is paused. For instance, consider a scenario where you are working on a taskClose a task and automatically open other task
Hi, I'm new to Zoho Projects. I've read all docs and have done a lot of tests, but can't make it work. The goal is pretty simple: If a user closes a specific task, automatically other specific task has to be opened (without user interaction) How canMeetings and Agendas
It would be good if there was some kind of agenda and meeting actions integration. Agenda could simple be an attachment, but then a way of entering actions for individuals that would then show up in that person's to do list would be great. danielduckworth.effortstuDefault 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 thetime 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 trackerProject Tasks not updating actuals when task is non billable
Has anyone noticed that if they have a task that is Non Billable and has some work hours associated with it that in the top right hand corner of the task details you get to see Planned, Actual, Difference and Forecast. If you log time against the task as non billable, then the Actual number NEVER updates. It stays at zero until billable time is booked. This is crazy. The task is a non-billable task and I want to see how we are tracking against this task regardless of billable or non-billable.Integrating Zoho CRM and Zoho Projects
To what extent is it possible to integrate CRM and Projects? For instance, can I create a task/milestone/project in Projects relating to my clients in the CRM? Help is much appreciated. Apologies if this has been gone over -- I did a quick search and didn't see anything.feature question: lookup field in Projects task layout
Hello, Below we have interface to configure a custom task layout, however, we need a lookup field to let pickup data from other apps, such as Zoho CRM Products module, is that possible or already in your roadmap? or a workaround to achieve it? Thanks in advance.Change 'default' project dashboard
Is it possible to change the default project dashboard for all projects? Both in layout and in what widgets are shown? We have a lot of (short-running) projects and I want to quickly see the tasks and milestones when I open a Project, but I don't want to change the layout for all my projects manually. Thanks, MennoAre Changesets Missing from new Zoho Projects UI?
Are Changesets Missing from new Zoho Projects UI? I've looked everywhere and cannot find them nor any links to view them.Drag and Drop Project Order
My company has a need to order projects in order of priority. A resource could be on multiple projects, but the priority of each project may change when a new, higher priority project is created in Zoho. We would like to be able to change the priorityAll about Users in Zoho Projects
To form a functional team, businesses should define different types of users in their team. Businesses can be effectively managed by inviting users to various roles. And, the person who has the administration privileges can invite or add users to various roles in the project. Two types of users Before going into the steps to add users to your portal or project, let's understand the different types of users: Portal Users - Users who work for the projects in your team. ~ Portalchange client user to project user
I created an account for the PM of vendor we are working with. I have learned that she cannot see the same dashboard, task updates, etc that I can. In this situation there is no reason for her not to see what I see. Can I change her account to a project user/employee or do I have to delete her client account and create a new one under the project users? Any risk to this that I am not thinking of? Thanks, T. ShawnRecurring Projects
I'm wondering if Zoho has the ability to automatically create recurring projects. For a monthly service with several milestones and tasks, for example, can the system automatically create the next months project once one is complete or once the new month begins? I've been searching forever trying to find a solution for this with no luck. Would love any help or suggestions!Error when clicking on expense tab within projects.
When I click on the "Expense" tab on any project I receive a notification saying "Unauthorized Access you are not authorized to view this page. Please contact your administrator for details." I am the administrator. How do I give myself access?Images Posted in Projects Tasks/Comments/Status Not Visible
Ever since the new version of Zoho Projects came out, I've noticed when we copy/paste emails with images or logos into Project task descriptions, comments, or feed/status the images do not show up. In fact, the thumbnail of where the image should be isSplit Tasks Question for Zoho
Hello, I am hoping Zoho can give me some advice on the best way to accomplish something in Zoho Projects. Please see attachment. In Microsoft Project it is possible to split a task into different time periods. This need is common in the construction industry. As far as I can see the closest approximation of being able to split a task in Zoho Projects is to create a recurring task. The challenge with using recurring tasks instead of splits is we don't know in advance how a task needs to be split,Why can't we copy task list?
Why can't we copy / clone the task list in the project? I can only copy one task few times. Or i can make a template of task list and then implement - but when we do it we make a trash in templates.Allowing Client user to export issues
Hi, is there a way I can provide access to a client user to export issues?how do i change task ownership on multiple tasks or all tasks?
I have created a set of tasks to help my staff learn ZOHO Projects. I want to create each staff member a copy of the project from the template I created, but I want to assign all tasks to the employee. How can I do this without having to go one by one?Reassign all task from one employee to another
When an employee leaves the company - how can assign all his task to another employee?Resource Allocation Planning
Hi Zoho team, Is there a way of planning future allocation for resources? i.e. I want to "book" my engineers availability for a future project that doesn't even exist as a project. Regardsuserdefined views of tasks
Hello There, I created a user defined view for tasks with the criteria: task depency IS independent tasks AND task list IS ToDos (a task list within the project) Now the problem is that I want to use that view for all my projects and the task List 'ToDos'Need a Project Template Library
If there was a library of project templates, people could get going with Zoho SO much faster! Build more community, setup a Project Template Library asap!Scope with Multiple Tokens
Hey everyone, This might just be me being a rookie, but I'm not understanding how to pass multiple tokens for a given request. For example, I'm trying to retrieve all the documents for a given project via https://www.zoho.com/projects/help/rest-api/documents-api.html#alink1.Set Global Task Notifications to be sent to each use task user for a project 3 days and 7 days prior to a task due date and another for one day prior to a task starting
Can an enhancement request be put in to Zoho to be able to set global task notifications to be sent to each use task user for a project 3 days and 7 days prior to a task due date and another for one day prior to a task starting? This way it is a notificationProject template - task owner
Hello There, I already created a project template and now I want to assign tasks to a certain employee within the template. Because we have a certain working process where same tasks reoccur every other project. Problem is that these tasks can only beIntegration with OpenID
providing SSO (single sign-on) across ZOHO apps would be wonderful, especially for integrating ZOHO apps with my other business applicaitons.Zoho Docs and Projects Integration
I am looking to have documents that are being edited in Zoho Docs, such as Zoho Show documents, to be shared in Zoho Projects. Lets say there is a task to create a Zoho Show, can that show be inserted into the Project task?Importing tasks into tasklist in Milestone
I've been trying to upload a csv file with tasklist names into a project with Milestones defined. However, even if I enter the tasklist name in the correct field, it will just create a new Task list and I have to move all tasks over into the correct tasklist. Is there a way to do it correctly? My tasklist is called 'Gonio' under the Milestone 'Testing'. My CSV is as follows: "Task Owner","TaskListName","Task" "UserA","Gonio","WO-10579" "UserA","Gonio","WO-10580" Any tips on how to fix this? Thanks,Custom fields to appear on Gantt chart
Looking for something simple to add any custom fields that can be created within the task that you are able to display on the gantt chart overview. For example Tasks show the user that is signed to this task. However, being able to add an additionalNext Page
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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 recurrenceTask 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 letEnhanced Gantt Charts in Zoho Projects
A Gantt chart is a visual representation of your project's schedule. Here are some enhancements to the Gantt chart to measure your project's performance. Create custom views of the Gantt chart Users can now create customized views of the Gantt chart basedTip 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 enableEnable Timesheet for Client Users
In Zoho Projects, the client users can log work hours in timesheets and track the time spent on tasks and issues. This permission can be enabled only by the portal owner or the admin. For instance, If the administrator wants a client user to add the time
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What does following a task even do?
I've been playing with task following. This is what I expected it to do: Get an email on a comment Get an email on status change Get an email on a document upload None of those happen. I might get a notification. But Zoho's notificaitons are so brokenCreation of Multiple Projects Tasks with similar Automation processes
INTRODUCTION ====================================== This is for a task with a StartDate which is recurring. I am looking to achieve the following type of automation -> a single task can cycle through any number of Steps, before completion (eg for exampleZoho project Workflow notifications
I am trying to do something that seems very simple. I want to have an email notification sent out when a new project is created. I have setup a workflow rule that basically states that Project Status = New then to send an email based on a template iHow do I duplicate a Task List Template?
I am creating a series of task list templates that vary a litlle from one another. I cannot find how to duplicate a template so I can make a few changes. Instead, I am having to create a new one from scratch, which is rather time consuming.. Thank yProject
Hello, How do I cancel my Project account?
Sticky Posts
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 recurrenceTip 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 enableFlexible 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, considerWork 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 classicDeprecating 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
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