How to bill by Milestone
We have projects that have many milestones/deliverables. We bill on the 1st of every month. We'd like to be able to invoice the customer for Completed Milestone/deliverable Time that's been done on the various milestones How does one accomplish
Power of Automation::Automate the process of cloning a Task on specific status update.
Hello Everyone, Here we are again, filled with excitement to share yet another requirement that has been accomplished through the implementation of custom functions. In general, a custom function is a user-written set of code to achieve a specific requirement.
Default Task Owner
@angiemeeker @zohoprojects Can I set a default task owner?
Overview tab
The current Widget tab on the Project Dashboard doesn't really do what I would like it to do. What I want to see is a quick at-a-glance overview of everything within the project. So I would like to see my tasks, issues, milestones, comments, activity
Bring Forum and Comments into Discuss
There are a lot of ways to discuss with your team mate within Zoho Project. I can start a Cliq chat, I can comment on a project or within a task itself or I can start a Forum Post. However, I'm already finding conversations are getting lost. It seems
Please Allow Us to Edit Task Field Priority Statuses
In Zoho CRM and Zoho Desk we can set the options for the pick list Priority. Just as in Zoho Bugstopper we can set them for severity, Please allow us to do the same for Zoho Projects task priority. We use (4) priorities and would like them to be consistent across our Zoho applications. Thank You
Consider adding an option that disallows different rates for different projects
Consider adding an option that disallows different rates for different projects. In many public accounting and law firms a user's rate is the same no matter what they are working on. We have over 10,000 projects and we have no need to set the rate by
Announcing ZUG USA Meet-ups - Interact with Zoho Projects & Sprints Experts
We regret to inform that the scheduled meet-ups in USA have been postponed. We will announce a revised schedule once it is finalized. We are excited to announce the Zoho User Community initiative to engage with you in person and take you through Zoho
Power of Automation - Automate the task start date based on project start date
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically update the start date of the task same as project start date. After some experimentation,
Importing Client Users into Zoho Project from Zoho CRM
We are Zoho One customers, and are just starting our journey to begin using Zoho Projects alongside a suite of other Zoho Apps. We will use Projects for all of our solution deployments, and have used Zoho Flow to automate the creation of a project when
Due date changed always
Why everytime I comment on task or project in zoho project, the Due date changed same as the time/date I comment,
turn off "you have been added to project" notification
Hi, we are rolling out Zoho Projects in our company. For maximum transparancy, i have associated teams with several tasks and projects. They way, the entire R&D department (for example) can see what everyone is working on, although only one r&d developer
How to update task status using Zoho projects API
Hi there. I'd like to use the API to update the status of tasks. I am aware of the POST /restapi/portal/[PORTALID]/projects/[PROJECTID]/tasks/[TASKID]/ endpoint and the custom_status field that can be sent with the request. However I am looking to only
Keep Zoho CRM account names in sync with Zoho Project Client Names
After a Zoho CRM account has been imported into Zoho Projects it would be great for it to stay in sync when the account name changes in Zoho CRM.
Hiding new task buttons in Gantt chart
In Projects' Gantt charts, the left column looks like this: First milestone ___Add task list Second milestone ___A task list ______Some tasks ___Add task Is there a way of hiding the orange buttons for creating the tasks and tasks lists? For me, they
Project View List
"Hello everyone! I'm using Zoho CRM and would like to know if there is a way to differentiate between active and completed projects in the Projects module. Currently, I see both completed and active tasks in the same list, and it becomes challenging to
Hourly based project hour Calculate automatically or not ??
How to create invoice of hourly cost in zoho project ?
Timesheet Rejection Notification
Time Log - In our Organization we have several "Approvers" (Admin user) of time log hours. During the month the "approver" checks all the time log of our employees wich are in "Pending" state and approves/dissaproves them. if the log is rejected - a reason
Admins not notified on new porjects creation
Hello, I noticed admins are not notified (via e-mail) on new projects creation (while they are automatically added to each project). Is this the expected behavior? Thank you
Trigger a sync between Zoho People and Zoho Projects using API or Zoho Flow
Is there anyway to trigger a sync between Zoho Projects and Zoho People using API or Zoho Flow?
Archived Projects
I am a Manager on our Portal and I am trying to recover a Project I have just Archived. I am the owner of the Project as well. How do I get to this?
How to run an automation check to determined the stagnant user in Project
Hi, Is there a way for user to write a custom function to disable user (internal / external) that have been stagnant for certain days ? for eg: total account have 100 license for user there is a need of automation to determined the stagnant user for 60
How to Make Zoho Projects archive completed projects or adding start date of each task automatically
Hello Everyone I have two questions and they are very important. 1- I completed projects and still able to see them in viewing mode, How can I make zoho archive them or aleast move them to completed project (unactive). 2- I want to make zoho add the start
Add "Client"/"Client Users" as a drop down field before the project in on the weekly time entry window
Consider adding a "Client" column to filter projects. We have over 13k projects and it would help to filter them if there was a "Client User" drop down column first that would be based on primary clients in Zoho Projects.
Power of Automation::Automate the process of re-opening the Milestone once Task is re-opened.
Hello Everyone, Here we are again with another requirement that was fulfilled utilizing the Task custom functions. In general, a custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when
upload a file in a bug or issues in using zoho projects
Hi Team, Can you tell me how to upload a file or attachment in issues using zoho rest api from postman
How to update custom fields in project details for Zoho Projects through deluge
Hi, I found this resource Project Manager System | Projects API :Zoho Projects but I can't figure out how to update my dashboard details. I have a custom field called "Actual Invoiced" that I would like to update with a custom value through a workflow
@Mentions through API
Good Morning, I'm looking into the Zoho Projects API, and noticed you can create comments for a given task. We're given two fields, the content and uploaddoc. If I wanted to @mention someone via this method, how would I go about doing so? Since it's auto
Add Monthly option to Zoho Projects time entry (currently there is only weekly)
Currently there is only an option for Weekly Time Log. It would be helpful to choose "Month" or "bi-weekly"
Zoho Projects API Functional Example in C#
I'm trying to use the manuals, but i have the error below: { "error": { "code": 6891, "message": "Given URL is wrong" } } Url: https://projectsapi.zoho.com/restapi/portals Header: "Authorization": "bearer token" Can someone help
Assign tasks under different task lists from the same project to an new owner
Hi, I would like to ask if there is a better way to assign all tasks, that are under different task lists ( under same project), to a new owner? Currently I have to expand each task list (and click on expand more if list is too long) then check twice
File sharing broken?
Did file sharing options change recently? The options dialog doesn't match the help documentation. I try using both "Members with Access permission in WorkDrive" and "Members of TCA team in WorkDrive" with edit privileges and the result is view only when
Work orders or similar
We currently use tasks as work orders. It works but its not ideal. Can we make this better? We create a task for a specific date and assign it to our techs. They get to the job site and start a timer. When they leave, they stop the timer, add a description,
Notification setting per project?
We have a lot of projects and would like to change the notification settings per project, so that we can e.g. turn off notifications for one project but have them on for another one. Is that possible? and if so, how do I set that correctly?
Is it possible to assign a user to a project via the API?
I didn't see an option in the Project API, but there is something in the Books API. Any suggestions?
Project ownership and assignment question
On our project management process, we have the following requirement. Project has a project owner. This is currently used for admin purposes. Project is assign to a team. Currently we dont use team, because we dont want all users of a team to see all
Zoho Project With Teams
Hello, I can't integrate my project into Teams. My space is on a".eu" domain. I can fill in information when I select "domain.com" but I can't click on "Proceed" by selecting a domain in.eu Have you ever had this case before? Thank you.
Zoho Projects app update - iOS
Hello, Everyone! In the most recent iOS iteration of the Zoho Projects mobile app(v3.7), we have extended support for the below mentioned functionalities: Custom fields in the Timesheet module. Revamped Timesheet details view. Timeline view for timers/
Auto-Close Task List with Multiple Task Statuses
Hello, We currently use a project template to create projects for each upcoming install we have, however not all sites require every task listed in the template. Instead of archiving or deleting the task per project, we have team members mark task status
Provide an option to restrict time logs based on a specific date.
We have a specific date in which time can not be entered prior to (this date changes each month). This is common for CPA firms. For example. Users are not allowed to enter any time prior to July 15 (this changes each month). In Zoho Projects there is
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