How to send an email notification to all 'owners' when creating/assigning task?
When I create a task, and specify the multiple owners. I am assuming this is me 'assigning' the task to them and surely they would all receive a notification that they have been made an 'owner' (assigned) to a task? I'm not receiving any email notificationsCustomer as Associated Teams in Project Template
Hi ! I have a question, I have a created a project template and I assigned teams to each task But since there are some tasks that need to be completed by the customers, what's the best way to manage this? Since for every project we have different customers,Retrieve ALL tasks duration from user across projects in the organization
Hello, I'm trying to get all the work duration time (hours by task) for users in the organization, I need to get a way to retrieve all the tasks duration, meaning, from all projects at once, currently I know there is the endpoint https://projectsapi.zoho.com/restapi/portal/[portal_id]/projects/[projectID]/tasksJIRA Import not available for Zoho One????
Why is the JIRA project import NOT available for Zoho One customers? This seems crazy!Create tasks on Zoho Projects from Google Calendar events
Hello, we use Google Calendar to define the dates of our meetings. Is there a way to import selected events from Google Calendar where: task name: is event name task start date: is event start date+time task end date: is event end date+time work hours:Streamline Task Allocation With Zoho Projects
Well-defined and efficient project management is really important while working on any kind of project. There are generally many steps that must be managed for a project irrespective of the size. In case you are out in the market looking for a projectHow to close subtasks when parent task is complete
What setting do I need to tweak to cause subtasks to automatically close when the parent task is complete and vice-versa?Zoho Projects & Zoho Workdrive
On Zoho Projects, we are unable to download multiple files at the same time. Downloading each file one by one takes too long. Please look into this. When we try to upload files to Zoho Projects from the cloud, we are only allowed to select 5 files atTask delayed
When a task was delayed. How to notify users? Would it be possible to add "late" status and expire on expiration date to notify the user and change to status?Add tasklist umder tasklist
Hi, When I have a task and several sub-tasks with different owners and durations. I don't want to assign the top task to anyone because I have several sub-tasks owners, but top task appears on the reports as unassigned. Is it possible to add a tasklist to another tasklist in order to don’t specify owner and duration of the top task?New enhancements in the latest version of the Zoho Projects iOS mobile app.
Hello All, In the latest version of the Zoho Projects iOS app (v3.5.6), we have brought in support for the below enhancements. Users can now mention the portal users in the description of Projects, Tasks, Bugs and Forums. We have enabled drag and dropArchive projects on Zoho Project
Hello, is there a way to archive projects in Zoho Projects? Thank youMilestones - How to Complete
We need to understand how to complete our milestones when all tasks within the Milestone are completed. When I pull up the Milestonre the only two choices I have are Move and Delete when I click the check box next to my Milestones. Please advise so we can better track the closing rate of our Milestones. KurtTo disable a client from adding task
We would like to add clients to our projects, however we would like to disable them from adding task. How can i do this? RegardsAPI to fetch all tasks at once across all projects
Do you guys provide any single API call that will show a user's tasks across all projects? In the current documentation the only way it's possible is by fetching each project id's and than Fetching tasks for a specific user under each Display Type i.e. upcoming/delayed/misc. With this apporach it will take (1 call to extract projects Ids +(no of projects * 3)) api calls to fetch a user's own task. You should also think about adding an "all" option in the Display type. Is there a better way to achieveBusiness hours and lunch break
In our company (like in many others) business hours include a lunch break of 1 hour. We work from 9:00 am to 1:00 pm and again from 2:00 pm to 6:00 pm. Currently there's no way to make Zoho Project exclude this hour from the daily business hours and that's make it very difficult to use (compared to other solutions). Can you please consider adding a way to customize business hours including one or more breaks? Thanks in advance, GabrieleTask tags
Hi, I've just started using Zoho projects in the last week but can find no way of adding tags to tasks, task lists or projects. Is there a way to add tag so that I can search / filter by these? Failing adding tags, is there a way to add more status's so I can filter my tasks based on these? Or failing that... Is there a way to filter projects by Custom Fields? Thanks.how to do getrecordsby id task in zoho projects
Hi, May i know the sample script of getrecordsbyid in zoho projects .. i am trying this in custom function ; becuase i have added 2 custom filds. so using getrecordsby id for projects module in projects hope i can do this. Pls let me know. Thanks andTip #24: Zoho Meeting Integration
We have been constantly working on Zoho Projects to make it more productive for you to organize your projects and manage your team. Businesses around the world always seek to ramp up their potential and their development is emphatically dependent on ideal communication and time management of the team. With this meeting integration, Zoho Projects has made it easy for you to schedule an online meeting to cooperate with your team. Let’s see how this integration helps Helen who works as a manager atHow do I get ALLLLLL of my tasks out of Zoho Projects via REST API?
Hi there, I am trying desperately to be able to build an ETL job that will periodically update our internal DataMart with our WBSes and time logs from Zoho Projects with data retrieved via REST API calls. PLEASE NOTE: doing this is a requirement for myIn-House, Non-Billable Projects
I use Zoho Projects solely for in-house projects with fixed cost budgets. Only bills and expenses need to be charged against the budget. There are no customers to be billed or invoices to be created. How can such a non-billable project be set up? AsWhere are Kanban swimlanes
So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one. Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some researchAwkward task entry
I am completely new Zoho project user and am trying to enter my first project. The process is very awkward and I wonder if I missed something. Enter task #1 Enter task #2 with start date = finish date of #1 Cannot set dependency at entry (major inconvenience) Go to dependency view and try to set #1 as predecessor to #2. Not accepted By trial & error I find that dependent task start date must come after previous task en date. I am used to enter tasks to start at present date, give duration and thenTasklist Dependancies
I'm sure I'm just missing something, but how do I create dependencies between task lists?Fixed cost projects and Actuals
Recently my company and i have been working with Zoho Projects. We are a consultancy which consults in microsoft. Now we use Zoho Projects for our projectmanagement and our invoice via books en zoho expense. So the question is as follows, We have twoSLA and Issue Tracker
Hi There. We have setup an SLA for a project and are using the 4 different levels. Our use case is that we want an email to go out when the issue is created, after 2 days, 4 days and 6 days of being open. We want this to consider BUSINESS HOURS only though.GoProof integration
We are looking for a solution for project management pipeline to send out creative PDFs to a client to proof/make changes. When client makes the changes or signs off on proof we would like that to trigger the pipeline to continue and notify a user/designer. Is there any integration with Zoho and proofing ? Our clients would not have access into zoho. GoProof.Net is one of the proofing softwares that we currently use for external proofing.Zoho Projects free trial (Premium/Enterprise)
Hello, we consider use Zoho Projects, Zoho Reports and their integration add-on for our company, but we need to test, how it works. Integration add-on is only available with paid version of Zoho Projects, so I am curious if I can upgrade my Zoho Projects in any way to test it. I searched Zoho Projects FAQ, forums and google for such trial, but didn't found any information. Thanks in advance, EveZoho Projects Log Hours Notes max length no longer 10K characters
Dear Sir, Last Friday, Zoho Project Log Hours Notes Max length was still 10K, but now it is not. Please maintain the Max length to 10K. Kindly see the Attachment for the Max length error. Thank you.Bulk Update Tasks/Task Lists/Milestones
Is there a way to bulk update tasks/task lists/milestones? We have several projects that are in the same template, and our staff complete them tasks at a time - and would like to go in an bulk update all related tasks/task lists/milestones at once. But you can't do this. I remember in an old version you could export your tasks, update the excel doc and reimport. But it doesn't seem like that option is available anymore. Can someone provide a solution/idea? Otherwise we are spending a lot of timeThe due date in the custom view is reduced by one day when the view configuration is saved
I create a custom view in which I want to use a due date criterion. Here I select the desired date and save the view (see initiallySelectedDate.png). Unfortunately, only tasks and issues with the previous day as the due date are displayed. If I switchAdd the ability to Export a PDF and CSV from Milestones
It would be awesome to be able to export this page as a PDF: Additionally being able to export this exact view as a CSV would be an added bonus!Project API Get Task Comment Email Address
Is there an API that would allow us to retrieve a task's comment email address? We would like to be able to retrieve the task email addresses in bulk so we can have them handy when creating emails that we want to also document as a comment in a task.New User Hierarchy in Projects
I really like the new user hierarchy in projects. I created the spreadsheet, uploaded it, and everything looks great, except I misspelled one of the email addresses. How do I edit my hierarchy? I edited the spreadsheet and re-uploaded it, but it didn'tRate Per Hour for task in zoho
Hi, I m finding a big Obstecal in Zoho system, I can not find the Icon Rate per hour for the Task , some times its shown in some task but the other is notNot Receiving Document Updated Notifications (In Projects)
Hi there, I used to receive very helpful notifications whenever a document was being updated by a team member. Now, I no longer receive those notifications. Although, members of my team do receive them. There has been some updates going on with the documents part of projects, but I need this functionality to work. It's very important to the way we have been doing things. Please let me know soon. Thanks, ChadHow to add same Client User to more than one Project
In Zoho Projects, we are able to add a Client User to a Project. We need to add the same Client User to other Projects. When I try to add the existing Client User to a different Project, I get this message below. It does not allow us to add any ExistingGroup by Owner/ Owner Kanban /Group by Custom Field
Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on. We are seeking an optionAnyone use Zoho Projects for managing smaller effort initiatives?
We have multiple "IT Initiatives" that are not as complex as an approved project, but still need to be tracked and managed. I was thinking of creating an IT Initiatives project with a Task List for each separate initiative. Anyone have a similar situation?Contractor Users
How can I give a contractor access to view all project tasks?Next Page
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Equipping our customers with smart project management techniques to navigate together in an ever evolving industry is our top priority. In that context, we’ve brought in a new addition to our learning materials- Ebooks. Ebooks help you learn on the goPower of Automation: Seamless Task and Issue Id Prefix Alignment with Project Prefix Id.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-File uploading enhancement - Zoho Projects iOS app update
Hello, everyone! In the most recent Zoho Projects iOS app update, we have made an enhancement with uploading the files on the app. You can now initiate a file upload and switch screens or apps. Once the app is reopened, the file upload will be automaticallyTime 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 keepEnhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped
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Zoho Projects API filter search?
Good day everyone, I am trying to grab all the projects that belong to a project group using the API. I got my group ID. I am already using some paramaters in my request to be able to grab more than 100 (yes we have a lot of projects). So trying to addProjects drop-down list only available for one customer
Am facing a challenge here, the projects drop down is only available for a single customer, and every new project I create is auto-allocated to the same customer, how do i rectify this? is it an error in the system?Milestone Bars not Syncing
My Milestone (orange) bars are not syncing like the Task List Bars do. Are they supposed to? I have to keep moving them manually. My Milestones say 0 days as well.Update Task API Limit Issue
I am running into issues with the API limit for update task in Zoho Projects. In a typical Project, we have 120-130 Tasks and I would like a field change made to the Project to propagate down to all Tasks that belong to the Project. (In this case "Territory).Projects and google maps
Is there a way to integrate google maps in zoho projects? I would like to show a map of a custom field address within the project. So that we can view that address within the project. Also even a better step would be to be able to create custom my maps
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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 keepEnhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be groupedTip 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 enableCatch Zoho Projects' New Video Series!
We have a refreshing update! Zoho Projects' How-To Video series is now live on Zoho Projects' Help page! The video series intends to provide significant information about Zoho Projects' features and solutions that would help users make full use of ZohoTip 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).
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