populate budget field from estimate
Hi, is there a way to populate the budget field from the estimate that is created inside the project itself? i have the project-invoice integration setup, hoping to be able to create an estimate and have that total be the project budget without havingSet work hours by resource
Zoho Project is pretty good but there are a few features that seem fundamental that I cannot seem to find. How can I set work hours by resource for any given day. For instance, let's say I work two hours on a project this week but my coworker is workingZia "global" search
Hello! Do anyone know if Zoho Project is included in ZIA's global search? At the moment I don't see it. Does it depend on the subscribed Zoho Progetto plan? Thank you in advanceAdding to the Activity Stream, On Behalf of Another Account
Hey everyone, I have an application that makes changes to our Zoho Projects through a Developer account. Changes made through the application come up on the Activity Stream as "developer", which is working as expected. I have two questions: Is it possibleKeep Me Signed In... doesn't
The "Keep Me Signed In" option on the login page is not working for Zoho Projects. Could you take a look? Your session appears to be a normal browser session (i.e. logged out when you close the browser), regardless of that checkbox. Thanks, AlexTask Progress granularity
Hi, we have tasks that are usually shorter than one day. The progress granularity of tasks is 10%, which means i can set 0%, 10%, 20%, ... 90%, 100%. This is quite fine and usually not required on our scenario. Is there a way to have a coarse granularityNeed a way to mark documents, wiki and forum as Internal or External too.
This is a huge requirement for our team. We would like to use zoho forums, wikis and documents but sometime we have some internal things to post that we don't want external users to see them. Is it possible to do it?Saving Customized Project Reports
Is there a capability to save customized reports within the paid version of Zoho? The ability to add two comparison items and then add in as many filters as needed is useful but I am trying to save reports so that I can just click one button to see themTags are now supported in the Projects Android mobile app.
Hello, In the latest version of the Projects Android mobile app (v3.4), we have brought in support for Tags. Tags are an easy and effective way of instantly accessing what you are looking for. Create your own tags and associate them with projects, milestones,Project Tasks
All tasks are missing. Can only see the list with "plain" view but in kanban and classic the page is blank. All commments in tasks are missing too. This started this morning. need solution urgently thanksZoho Projects - Client Approvals on tasks or items
I am curious to see what the community has done or built when client approval is needed on a task. What is the best way to approach this? Did you build a custom function? Did you work it into a blueprint somehow? I am thinking about implementing something like this and would appreciate getting some feedback on what has already been done.Code Commits and Changesets in Zoho Projects
Software development is a never ending process. Sometimes code is written for a new feature or to modify an existing feature or to deal with a bug. To handle numerous lines of code and their multiple versions, GitHub and Bitbucket provide a repository to store your code. The Bitbucket and GitHub integration lets you view your source commits from within Zoho Projects itself. This feature is available to our Premium and Enterprise users The Workflow You will have to set up a service hook for ZohoDoes new changes in project template reflect on old projects?
I need to understand how the new changes in a project template would reflect on the older project that have been using the same template. Is there a way to disable changes in the project template to ensure no mess up happens? or does it show a confirmationUsing the progress of Subtasks to determine the progress of the main task
Are there any plans in the works to add functionality that allows you to use the subtasks progress to determine the progress of the main task? It would be nice to have a weighting factor also so that you can set how much a subtask is worth with regard to the main task.Turning off Overdue notifications for Zoho Projects I'm not on or assigned to
My company uses Zoho projects to manage tasks across various different divisions. I use the overdue reports to help manage my personal tasks with a firm deadline. The problem is that my daily report shows the overdue tasks on all the projects acrosssort projects by name, or by created date?
Hi: Seems like the "list projects in alphabetical order" can only be by Ascending order, no Descending order. Also in "Home" -> "Active Projects" section, why not show project "Created Date", and can be sorted? I create 5-10 projects per day, but some how I don't know how they got listed and ordered? and I don't find a better way to order them? Drag Drop won't work because it is time consuming. Any suggestion? Thanks JamesAssociate Project with CRM Account
How do you associate a Zoho Project with an account in Zoho CRM? Also how do I pull client info from Zoho CRM when I am entering transactions in Zoho Books?Move start date
I’m just starting to use Projects and regularly juggle a number of projects simultaneously. I’d like to move the start date of a project and have the associated milestones, lists and tasks etc updated to reflect the change in start date. This would beClosing a Task with Multiple Task Owners
hello, As per the subject matter, please see the attached file. If one of the Task Owners, example Melvin closes this Task, the other Task Owner, which is Fred cannot enter his actual Time because the Task is already closed. Is there a way that the Task must be totally close if all Task Owners Status are close, if other owner still has an Open Status for this particular task, it should not be close.Project Preview Cards in Cliq
Hi, we often send Project Links on Cliq. What is great: they generate an in-line preview in Cliq What is not great: they take up a lot of space See attached image The reason it's wasted space is it's showing "owner", "start date", "end date", etc, butZoho Projects 2021 - Year End Roundup
We started off the year 2021 with the release of Zoho Projects 7.0. We simplified the user interface by switching to a single-page design and we have been constantly adding new tools and features to make it easier for our customers to stay on top of theirProjects iOS app now support Global Search
Hello All, In the latest version of the Zoho Projects iOS app (v3.5.3), we have brought in support for global search. The global search feature lets you find results with a matching search key across various modules from one spot. You could search acrossAre 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.Difference between Projects and Sprints
We're a project based SAAS company looking to further integrate into Zoho (We already use the CRM module extensively) I'm not sure if we should use Sprints or Projects. I can see features for both, but they both seem to overlap in many areas. We do alotPLEASE HELP!! How to set up 1099 contractors as client users
We use a lot of freelance contractors on projects. I want to add these contractors as client users and assign them tasks. The client users need to be able to comment in the discussion feed and mark tasks complete. I have added a few freelance contractors.Resend invitation to Client User in Projects
How can I resend an invitation to a Client User in Zoho Projects? More often than not, a Client User either won't accept the invitation right away, or they'll accidentally delete it, and I cannot find a way to resend their invitation, without physically deleting them as a Client User and recreating them. There's got to be a better way....right? Thanks!Task Notes by mail fail.
While testing out Zoho, I tried adding a task. While I got the mail on the test user accounts I'd setup, when I reply to the task, I get an error message on my email account that says We are unable to add notes/map documents to this task. WHY DID THIS HAPPEN? The possible reasons are : 1. Email ID not confirmed. To confirm use the link http://zohosso.wiki.zoho.com/#resendconfirmation 2. You do not have permission to add notes/ map documents to this task. 3. Task could have been deleted. 4. Task mailProject Budgeting Needs
I am really liking the scheduling and task visualization features, but I am struggling with the budgeting side of project management with zoho. I need to be able to see the actual vs. planned budget analysis on a daily or weekly basis, not just after we invoice. I also would really like to be able to break down the project budget by milestone or task group. And then I would also like to be able to assign billing rates to users and to tasks or activities ahead of time and then see the budget erodeTimesheet Export Fields
Hi, Is it possible to specify what fields are included when I export timesheets? I would like to be able to see the Task List name for each line since that is my way of grouping the related time charges. Thank you, KathyRequest: Create Task Lists based on picklist/checkbox selection on Project fields
It would be a life saver and a valuable automation feature if task lists could be automatically created based on checkbox/picklist type field selections on the Project layout. Carrying over the order of such task lists from the project layout would beCreate a Recurring Task?
How can I create a recurring task? I found the blog that explains how to do it but I haven't been able to follow it successfully.Why tasks in template project are not created ?
Hi, I don't know why, but when I want to create a project template are a new project from a template, tasks don't come with the creation. Do you have an idea ? Thank you.Is it possible to automate an email alert when a project field is updated
Hi I need to create an alert when a user updates a field in a project record. The field is a date field " Proposed Go Live Date" in the project details page. When a user updates the value in this field I need an alert to be triggered to send an emailBulk Copy of Tasks
Is it possible to select multiple tasks to make copies of all of them at the same time without needing to create a template? The description for the method to copy a task is clear but it is limited to one task at a time. (https://help.zoho.com/portaZOHO project roadmap
Hello, we're evaluating to move from ZOHO Project to Microsoft Project. Anyway, I'd like to to ZOHO project roadmap to evaluate the investment. Thanks.Sharing Documents outside of my organization
-I can share documents just fine, and prefer sharing Project Specific documents from the project as opposed to -using Workdrive. It works find for me, even though it's not as intuitive as I think it could be. My problem is, I am an admin, and out usersHow to add notes to a specific task
I know I can make overall comments on a project in the Dashboard area, but is there a way to add a note to a specific task? I looked through the forums and the only posts I could find were more than 10 years old. Thank you!Text in the descritptions is not searched for when using the Search field provided. This is a vital area when 'Searching' for specific issues
Modification request- More depth on search engine- This is a bug. Search should should for Description Missing Key field in which should be applied in search. Problem ‘Description’ is where the main body of information is entered about an issue. If there is no search available for that area of a report, it makes the search feature inadequate 1. Access Zoho 2. Click on any project 3. Click on Bugs tab and Bugs sub-tab 4. On far right side locate Search bar 5.6500 General Error when uploading files for a comment via the API
Hello, I am trying to create a comment for a task via the API, and upload files in the task comment. When I use Postman, everything works fine, both the comment and files are added. However, when I use axios in Node.js to send a POST request, I am gettingPlease add a function to convert task into Calendar event
I highly recommend this function /feature to is able to convert Tasks into Calendar event just like what outlook could do.Next Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Learn at your convenience with our brand new Ebooks
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
Most Discussed Topics
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?Learn at your convenience with our brand new Ebooks
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 goMilestone 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).
Zoho Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
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).
Top Contributors
Monica P
Frederick Dicaire
Harshini Dara
Camila Gächter
Saraswathi S