Zoho Projects | Unable to update the Status in all Projects
Updating the Status in all Projects in our organization Zoho Project is restricted in all the users. Kindly revert to us ASAP to avoid delay with our collaboration. And also please explain to us what was the cause of the issue. Thank you.New Type of Field for Task Layouts - Relational Fields
It would be super helpful to be able to create relational fields on task layouts. When added to the layout, you would pick the Zoho product/area for the field. When in use, you would be able to search and select a single item from that other Zoho product,Update Record Example Deluge Script
Hi, I need to write a deluge script to update a Projects task. Since the "update" API asks for "Record Id" , I must fetch the task first, then update it. Here the issue is that: I must pick the Task Id from the response object of the getRecords API,Import/Export into Zoho from Microsoft Project
I am new to Zoho. What are the steps from exporting from Microsoft Project into ZOHO?Bulk task or milestone creation via import or template?
Can a set of tasks or milestones be created by importing (eg, from a delimited file), or from a template of multiple tasks? We frequently create sets of tasks associated with an event. Each task has a different date relative to the event date. In Google Calendar and AirSet for example, we can import a csv file that creates a set of tasks. (We use an excel template to calculate the task deadlines now). Is bulk task creation possible in this way?Is there a Kanban view of Tasks across all Projects?
As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.Pause Timer and Add Notes in Zoho Projects
In Zoho Projects, timers are used to record time taken to complete tasks and issues. These timers can be started, paused, and stopped. You can now add a note whenever the timer is paused. For instance, consider a scenario where you are working on a taskClose a task and automatically open other task
Hi, I'm new to Zoho Projects. I've read all docs and have done a lot of tests, but can't make it work. The goal is pretty simple: If a user closes a specific task, automatically other specific task has to be opened (without user interaction) How canDrag and Drop Project Order
My company has a need to order projects in order of priority. A resource could be on multiple projects, but the priority of each project may change when a new, higher priority project is created in Zoho. We would like to be able to change the priorityAll about Users in Zoho Projects
To form a functional team, businesses should define different types of users in their team. Businesses can be effectively managed by inviting users to various roles. And, the person who has the administration privileges can invite or add users to various roles in the project. Two types of users Before going into the steps to add users to your portal or project, let's understand the different types of users: Portal Users - Users who work for the projects in your team. ~ Portalchange client user to project user
I created an account for the PM of vendor we are working with. I have learned that she cannot see the same dashboard, task updates, etc that I can. In this situation there is no reason for her not to see what I see. Can I change her account to a project user/employee or do I have to delete her client account and create a new one under the project users? Any risk to this that I am not thinking of? Thanks, T. ShawnImages Posted in Projects Tasks/Comments/Status Not Visible
Ever since the new version of Zoho Projects came out, I've noticed when we copy/paste emails with images or logos into Project task descriptions, comments, or feed/status the images do not show up. In fact, the thumbnail of where the image should be isWhy can't we copy task list?
Why can't we copy / clone the task list in the project? I can only copy one task few times. Or i can make a template of task list and then implement - but when we do it we make a trash in templates.Reassign all task from one employee to another
When an employee leaves the company - how can assign all his task to another employee?userdefined views of tasks
Hello There, I created a user defined view for tasks with the criteria: task depency IS independent tasks AND task list IS ToDos (a task list within the project) Now the problem is that I want to use that view for all my projects and the task List 'ToDos'Scope with Multiple Tokens
Hey everyone, This might just be me being a rookie, but I'm not understanding how to pass multiple tokens for a given request. For example, I'm trying to retrieve all the documents for a given project via https://www.zoho.com/projects/help/rest-api/documents-api.html#alink1.Set Global Task Notifications to be sent to each use task user for a project 3 days and 7 days prior to a task due date and another for one day prior to a task starting
Can an enhancement request be put in to Zoho to be able to set global task notifications to be sent to each use task user for a project 3 days and 7 days prior to a task due date and another for one day prior to a task starting? This way it is a notificationProject template - task owner
Hello There, I already created a project template and now I want to assign tasks to a certain employee within the template. Because we have a certain working process where same tasks reoccur every other project. Problem is that these tasks can only beIntegration with OpenID
providing SSO (single sign-on) across ZOHO apps would be wonderful, especially for integrating ZOHO apps with my other business applicaitons.Zoho Docs and Projects Integration
I am looking to have documents that are being edited in Zoho Docs, such as Zoho Show documents, to be shared in Zoho Projects. Lets say there is a task to create a Zoho Show, can that show be inserted into the Project task?Custom fields to appear on Gantt chart
Looking for something simple to add any custom fields that can be created within the task that you are able to display on the gantt chart overview. For example Tasks show the user that is signed to this task. However, being able to add an additionalCountdown timer for work Hours
We start to use timers and I think that a manager should be able to se a task as a countdown timer. This means that the estimated work hours should be used as clock ticking and the owner should accept that this is the time to complete his work. This will increase productivity dramatically and also wont let users forget other tasks in the pipeline. I am constantly spending more time on tasks to optimize the result but an hour MORE on a task means an hour LESS on another. A perfect result is nice butAssign tasks to users from the Resource Utilization chart
Hello everyone, Managers track and manage workload of their team members to avoid burnout and optimally utilize their skills. The Resource Utilization chart in Zoho Projects makes this job easier by providing visual indicators of an individual's workload.5 easy ways to manage tasks - Post Two
In continuation with our earlier post on managing tasks, here are 5 more ideas. 1. Add a task: Simply tap 'T' from the task classic view to open the New Task form. 2. Reorder task lists: Tap the ellipses icon in the upper-right corner of the task classic5 easy ways to manage tasks
Did you know that there are quicker ways to manage tasks in Zoho Projects? Here are 5 ideas to quickly manage tasks. 1. Quickly add tasks: Here are two options to quickly add tasks to your projects: Hover over a task to view the gear icon on the leftAbility to add tasks to my day on Zoho projects
Is there any way to add tasks to my day on Zoho projects? For example, our employees will log in in the morning and check their high-priority tasks. From that, they should be able to pick the top 3-5 tasks and add them to my day. At the end of the day,How to manage combined consulting + training type of assignments
Hi! I need guidance on how to manage a special type of assignment we have at our consulting company. Some of our assignments combine consulting work with standard training. For the consulting portion, we quote time and a user rate and we charge for theUpdate Task reminder_string formatting
Hello, I'm trying to update a task's reminder settings using the API, and I believe the reminder string is formatted correctly, yet updates aren't taking effect. The call "succeeds", but returns no task details. The reminder string is formatted as such:Projects - Cannot Access a Project's Dashboard, Task Details, Gnatt Chart, ETC
When I select a project I created or someone shared with me, I get several Errors. The Dashboard doesn't load. Individual tasks say they're removed or deleted, when they're not. Gantt, Documents, Timesheet, Issues, and Forums gives this error: Ouch !Problem with ZSC Key by integration of Zoho Projects with Zoho Books
Hi, I am trying to enable integration of Zoho Project with Zoho Books and need a ZSC Key for that. I've checked the knowledge base on this topic and the ZSC Key should be available in "Developer Space" in the Set Up, right between "Marketplace" and "DataBulk downloading of documents
Is it possible to download multiple documents at once, or even a whole folder? Am I missing this somewhere? Thanks.Work planned/Resource Utilization
Hi There I want to view my teams entire pipeline of work - I want to clearly see the "work Planned" Hours for each task and each team member with a total number of Hours assigned for each team member for that week. It looks as though the resource utilization feature is the best way to do this, However why doesn't "total work allocated hours" include the "work planned" for over due tasks? If something isn't completed and its overdue, obviously the pipeline should allow for those hours of work inDeleting a word deletes the previous space.
Noticed a bug in Zoho Projects, when a user selects and deleted an entire word. Then the previous space also gets deleted. For example if we write the following description: This is an example If I select the entire word "example", then the text wouldExport all projects, tasks and documents
Good day! I need to make a backup of all our projects (all data, tasks, documents/files, etc), how or where to do this? Thanks!Associate existing zoho projects task with a ticket
The new functionality zoho projects-desk works fine. We can create task from a ticket. Can we create ticket from a task? We use the ticket as communication portal with our clients and works perfect. the problem is when we want to say something to a clientAmending / Deleting Client user
I have a client user which has the correct email address, but the name has been populated incorrectly. How do I change the name of that user and where? I have deactivated the user, and deleted the deactivated user, but when I try to add the user again,External Client user and access to Project documents
Hi there- I have added external client users to my project and have configured settings in Issues for them. My issue now is I don't want external users to have view/read/edit access to any documents or folders. I want them to have access to only one particular folder. How to do this? I don't see this in FAQ section. Please advise. Thanks MariaWorld of warcraft
Let's talk about something non related to general theme of the discussion Have you ever played world of warcraft?Status Timeline
Hi, I noticed that when clicking on a task, you can see a status timeline for that task. However, it is not able to be exported. I would like to see an entire project task status timeline for the duration of the project that can be exported to excelHow to edit or delete a task within a task list template?
I created task templates, added tasks, reordered them all fine. I npw need to change the name of some of the task and also delete some. It doesn't seem to be possible. Am i missing something? This is quite essential...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?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).
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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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