Creating new project from email
Hello, Is it possible to create a new project from an email? Either directly or by forwarding it to a project? This feature exists in a lot of the top project tools on the market. I would be surprised if its not in zoho projects. Ryan.
using projects for business coaching
has anyone set up projects for coaching clients? Ideally, I want to be able to give my clients a log in to a portal where they can update goals, tasks etc.
For Creating Checklist
On my zoho project, I want to create a checklist but when I navigate the settings and go to Marketplace only "CONNECTIONS" option. their is no ALL APPS option in my Zoho Project?
Gantt to Pdf: formatting and margins
It seems thare are no ways to format a Gantt exported in pdf: No options for margins (so it's impossible to print it) No options for page dimensions (we can need an A4 or A3, not the "Letter" size) No options for title bar, neither for a header or footer
What 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 features
Best Practices for starting in Zoho Projects
I have read articles and watched videos but what is the best order when starting to use projects? Templates Milestones Task Lists: Tasks Blueprint I don't want to start in one place and then discover that I needed to start somewhere else. Thank you!
Is it possible to remove yourself as a project member?
Occasionally other teams will add me to their projects whether or not I want to see those updates. When i got to the users list I am unable to remove myself from that project. Is this an option? The projects are cluttering my viewing dashboard with projects I have no involvement in. I know I can simply ask an admin or project manager to remove me from it however it would be much easier to be able to remove/trashcan yourself from a project than reaching out. Thanks! -Aaron
Scheduled Reports
Wondering if there are any plans to add scheduled reports to the roadmap? I'd find it useful to have a timesheet report emeailed to me once a month, It would save a job and some clicking.
Zoho Project Calendar syncs with Outlook Calendar
Hello team I want to connect my Zoho Project calendar with my Outlook calendar. I have followed all the steps provided in the documentation. The issue I am facing is that, initially, all tasks are successfully synchronised with the calendar. However,
Project Status Sort Order alphabetical instead of chronological
Shouldn't Project Status sort order follow the custom order created in the Layout settings? Am I doing something wrong?
Project End Date
My company works on accounting, and as such we work on very strict deadlines for projects. We have generated both task and project templates for each type of project without any "durations" or "start after", as the only important thing for us is the specific
Compact View in Zoho Projects Calendar
Currently, when more than three tasks are scheduled for the same day, we need to click on the "+" sign to view additional tasks. This setup poses a significant issue, particularly when exporting the calendar to a PDF format. Not all tasks for a given
Recover a Task List that was deleted by deleting a 'Milestore'
Hello. I am guessing you can't recover this, but i need to ask anyway, as its a project that is set to launch in a week and we have lost months of work and documentation. I deleted a 'Milestore' that was created long ago, but was associated to main Task List. I didn't realize my main task list would be deleted ( figured it meant a task list associated to the milestone ) Can this be recovered? I can provide better details.. i have to think this is still in your database? Please! thanks daniel
Building extensions #3: Publishing, sharing, and installing an extension
The primary objective of developing an extension is to have it bundled and published as a plugin—either privately within an organization or publicly in Zoho Marketplace—so that users can benefit from the extension's functionality. In previous posts, we
Difference between internal and external tasks/milestones
What's the difference between internal and external tasks/milestones? Is there a help link within the project site for stuff like this? Thanks for any assistance provided.
Update Custom Fields Value in Zoho Projects - API
Hello all In this document we will see how we can update the custom value of zoho projects Get Custom Value of zoho projects.... PortalID = "Your_Portal_ID"; GetProjectDetails = invokeurl [ url :"https://projectsapi.zoho.com/restapi/portal/"+PortalID+"/projects/customfields/"
Zoho Projects Android app update - Database encryption
Hello Zoho Projects Community, In the latest release of Android version (v3.7.13) for the Zoho Projects mobile app is paced with the features that elevate the security of your data. Here's a quick walkthrough of the key functionalities introduced: 1.
Power of Automation:: Streamlining Task Status Synchronisation with Project status.
Hello Everyone, Here we are again thrilled to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. We should create a connection
Dealing with part timer users in Projects
Hi there Are there any plans to add user based working hours to Zoho Projects, so we can specify that someone only works Monday-Wed for example, with the ability to prevent a task being logged for a non working day, or a pop up alert.
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.
Resource utilization report + Zoho People: wrong workload color?
Hello, I use Projects + People in order to sync hourly and daily leaves and have a clear view of workload and available resources for each task. I see the Resource Utilization report and the task creation start/due date calendar have different behaviors
showing calendar weeks
Hello all, we are using Zoho Projects and I have a question is it possible to show calendar weeks in the calendar of Zoho Projects, like week 4 next to the days 20th till 26th of January and so on, this would be really helpful. Does anyone know if it is possible or not? Thanks in advance for your replys!
Zoho Issues export to pdf & adding custom columns to Issues view
Is it possible to add an option to export the Zoho ISSUES in pdf format? Currently, I only see an option to export as Excel and CSV. Is it possible to show the DESCRIPTIONS field in the Issues View or add a custom column named "DESCRIPTION" and another
Define modules for project
Hi. There is an "Module" field in the Bug form. Where is it possible to define modules for a project? Thank you for your response.
Webhook for Task Movement Between Projects.
Hi, In Zoho Projects, under Task Automation > Workflow Rules, I can create a workflow rule that executes on task updates in certain fields. In my workflow, I sometimes move tasks between projects. I would like to execute a webhook when a task is moved.
Power of Automation - Automatically capture the last modified time of the task into a custom field
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. Here is the requirement The customer would like to get a field to capture the last modified time of the task. He created a custom
Dispute ticket
We want to move our dispute tickets onto that platform. We are also moving our tech bugs onto that platform. I want to get familiar with how it works. We want to come up with a workflow that is easy to manage and shows us the reasons for the refund
How to Transfer Zoho to Asia data center
Hello, I do not know why am I at india center as I am at Asia and my supposed to be team/org is RUMBLE ROYALE. Please help me transfer asap/
Impossible to move a task list to a milestone?
It seems to me that a milestone should be part of a task list and not the other way around? Looks like if a task list isn't created under a milestone, it's impossible to move it to a milestone? My understanding of a milestone is a date in time when something should be done and not a bucket with multiple tasks and task lists? Am am thinking of this wrong? Thanks,
subTasks expanded or collapsed by default
Good morning, I have a request for a small tweak (or new feature): I love to use subTasks to organize my work. When I first open ZohoProjects, though, I prefer to see a quick and simple overview of the big picture (I tend to use the "Classic" view). I only want to expand subTasks when I am actually working on that task. Every time I open Zoho (or even navigate around in certain ways), all of my Tasks expand and show all subtasks, making for a very long, messy looking list - this tiny detail (that
Add Functionality to change Project Statuses in bulk
While viewing a list of projects it would be helpful to be able to check projects and perform a bulk status update.
Sharing Project Templates
I am trying to share a project template with a colleague so that we can collaborate on it and so that we can both use the template. i have added him as a "member" of the project, but he still does not have the Project Template link. How do I share this template with him?
Creating Zoho Projects' task should handle embeded images
Hello, I'm using Zoho Mail and Zoho Projects integration to create tasks. When creating a new task, only the text of the mail is copied in the description. It would be good to have images also carried over. I quite often get embeded image to illustrated
Add Project Group to the fields that are synced between Zoho Projects and Zoho Books
Add Project Group to the fields that are synced between Zoho Projects and Zoho Books
Sync holidays from Zoho People to Zoho Projects
Hello, is there a way to sync holidays from People to Projects? It seems a good solution, especially when having to manage several branches working from different countries. At the moment I can see only leaves are synced. Thank you
Building extensions #2: Creating extensions for Zoho Projects using a CLI
In our previous post, we noted the two ways to create extensions for Zoho Projects— using the cloud editor and using the command line interface (CLI). We also shared how to create an extension using the Sigma cloud editor. In this post, we'll take a closer
See Tasks where I am single owner + involved
Hi, in Zoho Projects, under my general tasks (over all projects), I use ordering by status in Kanban view. I want to show all my tasks where I am the single owner + all tasks where I am involved + any other user(s). But I don't want to see tasks of other
Modify header content in Project gantt export to PDF function
The PDF header displays a selection of colours, text and other information I do not want, or would like to change. How do I do that?
Live update/refresh My Tasks list
Would it be possible to make the My Tasks list easier to update/refresh changes made by others in the team? At the moment it needs the user to manually refresh a task list to pull any changes through and there is no prompt that they should refresh, so it may never be done during a day. It would be great if either the task list was more 'fluid' and updated/refreshed itself every few minutes, or there was a pop up prompt for the user to manually refresh the list. At very least it would be good to
Please suggest how can I get my portalID to fetch All Projects
I am having a postman Collection https://www.postman.com/collections/35b9ef7b1e22aa00676d I need some clarity that how can i hit the GetAll Projects API and get the going. I have generated accesstoken and other things. I tried https://projectsapi.zoho.com/portals/?auth_token
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