Tip #5 - Share Your Snapshots On The Go With Screen Grabber
Sharing becomes easier than ever! Right when you think of sharing a file, document or an image, you generally take a screenshot, save the file in your drive and find buttons like 'Upload' or 'Attach' to share it with your team mates. Doesn't it look like one heck of a time? Well, let me take you through a quick tour on how sharing a snapshot becomes fun with Zoho Projects. Have you ever noticed a small TV screen icon at the bottom right corner of your status bar? That's where the magic of sharing[TYIA] Zoho Project using Deluge
Hope all is well. I would like to learn systematically to develop Zoho Project using Deluge, is there any training/websites that would be helpful? Any trivial information would be helpful and appreciated. Thank you in advance.Regarding Email Alert Notifications
I have setup 10 email notifications in my blueprint. All are working fine too. But I'm receiving 10 different emails for 10 alerts, instead of 1 in a conversation view. If I change the subject of all Notifications to 1 common subject, will those be triggeredfind & delete documents from a project
Hi, I have added documents to a via tasks, and I can see them if I click the Associate Documents button in a task, but I do not see anywhere that I can delete them. If I go to docs.zoho.com, none of my files show up. I see in other questions there is a document tab on the left side of the screen, but I do not see that in my portal. Could someone please tell me how I can see a list of all documents I have upload and where I can delete them? (There is no option from the Associate Documents popSelect multiple tasks to mark complete
I am trying to find a way to select multiple tasks to mark complete. Is there a way to do this? It seems like a common function but I can not see where it is available.Can only assign single user to feedback
In Zoho Sprints, you can have multiple assignees for bugs. In Zoho Projects however, you are forced to have a single assignee in Feedback tasks. We avoid using Feedback for this exact reason. When you link Zoho Sprints to Projects, the bugs in Zoho SprintsTime Log Threshold for Reminders
In Zoho Projects, the admins can now set a threshold for Time Log reminders. The user will be notified if the entered log hours are less than specified duration. For instance, if the admin sets 9 hours as the threshold and if a user logs 8 hours, a reminderTeam folders name column in the "Documents tab"
Greetings, I hope find all doing well and safe! I would like to suggest an improvement in the "Documents tab". If the associated team folder name is quite extended, it is not possible to adjust the column length in the left, then sometimes we have bigHow to export project information to get a final Project Document as a delivery?
Greetings, I hope find all doing well and safe! In the conclusion of a project, we have to send a Project Document to our clients, with all descriptions (each milestone, tasks, subtasks, notes, attachments, logs, comments, etc) making a kind of ProjectAdjusting several task attributes to many tasks at once.
We often need to change several attributes of several tasks. This takes a lot of time, and I've been doing this for years. We really need a better solution right now. For instance, we have a few custom fields that we use on tasks. Let's say we have 5Calendar is now updated in the latest version of the Zoho Projects iOS app
Hello All, In the latest version of the Zoho Projects iOS app(v3.5), we have brought in support for calendar module along with iOS14 compatible widgets and wind down shortcuts. You can schedule meetings, organize your tasks, events etc. safely and securelyAdd comment shortcut "Ctrl+Enter"
Hello, it would be g useful to an option to "Add comment" on a project task simply by pressing "Ctrl+Enter". Is there any plan for this feature?Timesheet SOP
Hello Community, Does anyone have a SOP for entering timesheets that you would share with me? I want to make sure I don't miss any features. We have been using Projects and timesheets for almost 2 years, but there has been a lot of push-back and lackKeep Planned Work Hours while increasing duration (start/due date) from GANTT view
Hello, I'm mainly using Projects to manage my personal projects and avoid missing deadlines. I usually run several projects in parallel and I apply this process: I start by creating some task lists containing tasks for each project for each task, I setChecklist
Hi, Is it possible to add or update a Zoho Projects Task's checklist via the API? Thanks, RaduHow to integrate Zoho Projects with Creator
How to integrate Zoho Projects with Creator ? So I can pass the report link of my form to a field in the project details. I'm not asking about API as there is not much information on that too.All Email Notifications in one Email
I want to have all the Email Alert Notifications in a single email throughout a project. Example: I have created a project with many transitions in the blueprint and at some stages of the project, email alerts are programmed. A total of 10 alerts areEdit Project Number?
Hi all: We just signed up for a trial of zoho one, which includes ZoHo Projects. We've noticed there was a 'dummy project' preloaded in projects to help familiarize yourself with the software. We've created a couple of our own projects now but noticed since the dummy project was preloaded, our projects start with number 2 then 3, sequentially. Since it seems we will be keeping zoho past the trial, If we delete the dummy project, how do we get our own projects renumbered, beginning with 1? We'd likeTip #33: Restricting time logs for past and future dates
Here's a tip on how to restrict users from entering log hours for the past or future dates in the Timesheet. Once timesheets are approved the invoice is generated for the month. If an employee makes changes to the past dates, the changes will reflect in the reports of the subsequent month. Reconciling this data with the previous month's invoice can be confusing and time-consuming. To avoid errors, the users are denied permission to add or edit past hours in the Timesheet by choosing the Don't AllowSorting of UNGROUPED PROJECTS by Project Number
Hello, Is there a way to improve the sorting of data based on the selected field. In my case, I want to sort by the "Project Number" (this is a custom number field created). As seen on Figure A, this is sorted, but when I go further down, on Figure B, other projects is not sorted, whereas, it should be sorted by all the projects. Figure A Figure BAn admin should be able to make any members follow anything (tasks / task lists etc)
Experiencing so many limitations in Zoho Projects at the moment like I can only follow task lists for myself so in order to get various team members to follow something, I have to message them in Cliq and ask them to follow a task list (before I assumecreate new task from email
it would be great to have an email address to send to that would create a new task. It could put the task in a generic group that could be organized later. This would allow handheld users to use it better. thanks. mw.tomTasks & Milestones
Hi, Sorry if this is a stupid question, I'm new to this! I've started my project in the wrong order, and I've added my tasks before my milestones. Once I create a milestone, is there a way I can link an existing task to it? Thanks, Anna.Is it possible to record an expense to a specific task?
Is it possible to record a vendor invoice or an expense not only to the project but to a specific task in zoho project, maybe with a lookup field? Then I can analyse it in Zoho Analytics?How do I add events to calendar without having to associate to a project?
I am interviewing later on and wanted to add my interviews to the calendar but it expects me to choose a project. Surely there should be a personal calendar where I can add my own appointments etc without everything having to be associated to a projCan't assign 'Issues' to client users
I've made an issue 'External' but I don't appear to be able to assign to client users... The help tooltip says to assign external issues to client users, configure client permissions under the respective issues settings yet I think I've allowed all ofProject templates limit
I see that there are a limit of 8 project templates with the Express subscription. Is there any limit to the number of projects (not templates, but actual projects) that one can have with each subscription, outside of the data storage limits? My other question is whether you can upgrade your yearly subscription if you decide that you need to on a prorated basis? Just paying the difference from you existing subscription?Project Numbers
Do project have "project numbers" associated with them? If so, where do I find the number?Task and Project numbering
Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs. Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasksAdd custom field in a task
Is there any estimation on when this feature will become available. We are seriously considering to move away from zoho projects due to this limitation.Finding the Task Template ID
Where in Zoho Projects is it possible to find the Task Template ID?Email notifications for Open Tasks
Good morning, I'm currently trying to find out how to best use Zoho Projects for the needs of my business. What I would like ot achieve is a single email being sent to each user on a daily basis, with a list of all open tasks in their name. We have trialledNew Features in Zoho Projects
Zoho Projects has added new features to enhance project management. Here is a quick rundown of some of the features. Import users from a CSV file. Portal users can now be imported from a CSV file. This feature is a beta release, and you can write to usHow can I trigger a task on competition of a task
I want to trigger 3 other tasks on completion of a particular task and so on. Sometimes 2 tasks got triggered by completing of one task. But I can't find any particular setting to manage that. As well as the project statuses are useless at I have toRecord Project Task Status Changes (Status Timeline)
We need to track the average business it takes to complete a tasks with some exclusions. We use Projects to track incoming orders. Before the order can be entered into the system several steps need to be accomplished. The process has a general orderTip 50: Customizing fields and layouts for time logs in Zoho Projects
Dear users, We received many feature requests regarding customized timesheet fields from you. A few of them are highlighted below: "We would like to add a dropdown in a time-log with some custom values in it, preferably connected to a field in a task/issue that sets a default value but can be overwritten." "We have a few projects wherein we want resources to clock hours against specific items. We have multiple sub-projects under a specific client project and would like to capture hours for sub-projectsWhat are the examples of custom functions in zoho projects ?
I want to create a function where a user will be notified in his cliq and bell notification in projects (not in the email) after a task has been done. The notification will be about his task starting. Example I have a task list which have 10 tasks, rightHow to set Task start time to start of business day instead of midnight?
When I'm roughing out a project plan and I get some time estimates in, I start setting when I think tasks will start. Zoho defaults to midnight instead of the start of business day (9AM in my case). I want the start time to always be start of businessHow do I assign an Task Owner when no start date is set?
Currently when I try to assign a task owner, if there is no start date set, only admins on the project can be set. How do I configure it so I can set up a task owner for everybody, even if no start date is set?Changing Percent Complete to 100% changes Task status to Cancelled
Working thru the Task view on a project, I changed the Percent Complete of several Tasks to 100%. The status of the Tasks changed to Cancelled. Why wouldn't it change to Completed? Is there a setting for this, or it this a bug?Next Page
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Announcements
Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatPower of Automation::Streamline log hours to work hours upon task completion.
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:-Zoho Projects Android app update - Access subtasks on the task listing screen
Hello everyone! In the latest Android version(v3.9.22) of the Zoho Projects app, we have brought in support to display the subtasks on the List view of tasks, within the Projects and Home module as well. Please update the app to the latest version directlyPower of Automation :: Invoice your timelogs automatically once the tasks are completed
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateZoho Projects - Add time logs in Offline mode
Hello everyone! We are excited to introduce offline support to add time logs within the Zoho Projects mobile app. The time logs added in the offline mode will have an 'Yet to Sync' indication. Once you are online, the time logs will be synced automatically.
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Zoho Project API search?
Good day, i would like to search our entire portal for a task using the API. We have over 20k tasks so I dont to search for all tasks and then do a for each as it would take way to long and also would need to go over the limit of 200 records per query.Zoho Projects Currency fields in Deluge script
I have several functions I've written in Zoho Projects that take one or more currency fields as input parameters (arguments). These functions have been working just fine for months, and I made no changes to any of them. Today (Jan 21, 2025) I noticedUnable to add custom fields as columns in projects table
We have new products set up as projects, with the project name being the SKU. And then a custom field in this project template is the name of the product. I need a way to show the name of the product as well as the project name (SKU) and I am reluctantWhy are these pages marked "restricted"?
Access is denied with these pages saying "Sorry, this page is restricted". Why? https://help.zoho.com/portal/en/kb/projects/tasks/task-operations7-0/articles/log-hours-for-tasks-old https://help.zoho.com/portal/en/kb/projects/tasks/task-roll-up-7-0/Custom TaskList and Tasks creation based on project custom field
Hello, I'm trying to configure Zoho Project for a specific use. I have created a custom multiselection field in project template and I would like to create one tasklist with multiple tasks in it depending on the multiselection field on each project. For
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Sticky Posts
Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatOrganize and Clone Task Custom Views
We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:Zoho Projects Roadshow, USA - 2024
Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutionsProject Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and serviceTip 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 enable
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