Power of Automation :: Automatically associate the team upon project creation.
A Custom function is a user-written set of code to achieve a specific requirement. We should create a connection with required scopes. Then, set up work flow rules criteria and associate a custom function to that workflow rule. Requirement: One of our
Issue Adding New Task List Via API
One of the required parameters for a new task list is Milestone ID. I can easily look up any existing milestone and pass its ID through the add task list method. However, I want to create new task lists under the "None" milestone (default value when creating a new task list manually), but I cannot find a way to retrieve the associated Milestone ID for "None". This can be found indirectly if you already have a task list with "None" as the related milestone, then return a list of task lists for
Cant create task using API call
Im unable to create a task. It appears that the API needs TaskListId, but Im not sure where this comes from. Is it something I need to generate separately? <form method="post" action="https://projects.zoho.com/portal/lolsocialmedia/api/private/xml/task/add?apikey=xxxx&ticket=xxxx"> Project Id<input type="text" name="projId" value="f59d9d345b0d54b3ddf10843d0bb5939583c566f3625e7d9"> Owner<input type="text" name="personresponsible" value="0c9f4bc02ccca5ba">(loginid/userid) TaskListId<input type="text"
Expense Report access in Zoho Projects by approver
Hi, As approver I am trying without sucess to view a submitted expense report in Zoho Projects before my approval. How can I view a report submitted in Zoho Projects before my approval? I would like to manage all process using only Zoho Projects. Best
Announcing ZUG India Meet-ups - Interact with Zoho Projects & Sprints Experts in your city!
Dear Users, We are happy to announce another round of Zoho Community User Meet-Ups in India. The initiative aims to bring together product users and experts to provide a platform where we can exchange ideas and share best practices. Our product teams
How to send an Email by using custom fuction??
Hello I tried custom function which is given under developers space i written a code of sending mail code is working but not receiving any mails, please help me out
Assign Client User to Template
Acording to the information I found here: https://help.zoho.com/portal/en/community/topic/is-it-possible-to-assign-client-user-to-external-task-on-projects-templates It should be possible to add Client users to the template. Sadly on the settings window
Adding task to multiple project
Hi We are an accounting firm and every year we need to create task to all of our project to add the same task by search criteria . I can not find a way to taks to multiple projet thanks CD
Requirements Gathering
Has anyone got any smart advice for requirements gathering in Projects? I can use task layouts to make sure I gather the correct information but specifically, has anyone got advice for baselining and change management?
Power of Automation :: Automate the creation of tasks and link them to the issues.
A custom function is a software code that can be used to automate a process and this allow you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
Completion percentage of task should be customized by the user
In zoho projects, the software lets the user to assign percentage of tasks in multiple of 10. (10,20,30,...,100). In my opinion, the user should be able to customize that percentage; because in many cases; only the user can decide how much task is done,
Able to change project on timelog entries
Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.
Associate Project with multiple groups
Is it possible to associate a project with multiple groups? Say we made groups for our different departments, but there is a cross department Project? Is there any way (other than create combined group for each cross over combination) to deal with this? Perhaps creating custom project fields and group on that? Thanks, Menno
Creating Hidden Items
Hello Is it possible to create a hidden item in the task details?
Associate Teams with a Group in Zoho Projects
Hi, Analysing the table Groups in Zoho Projects I noticed that there is a field named Associated Teams and I would like to know if is possible to link a Team with a existing group. If possible, how can i do that as I didn't find a way to access the field
Issue Status Timeline in Zoho Projects
Issue Status Timeline is a visual display of your issue's status updates. You can track the status of your issue by knowing when and who made the updates. Depending on your preference, these updates can be viewed either as a timeline or a list view. For
I cannot find the recycle bin in Zoho Projects
Hi, I have just spent two hours looking for the Recycle Bin in Zoho Project (I need to free some space in the Project Wiki in order to upload new documents), but I cannot find it anywhere... How frustrating. Where should I look for it? Thanks a lot in advance!
Customize the predefined Views (View By Group) under Projects
Hi, How do we customize the Predefined views (View By Group) under projects? https://i.imgur.com/cnExhPw.png In the screenshot, when we click into "Projects" on the left panel, it enables use to select from a predefined view lists, this include "View
Power of Automation::Automatically dissociate Issues from the Task on Issue closure.
Hello Everyone, We received a specific requirement from one of our customers and it has been fulfilled by utilising custom functions in Zoho Projects. Sharing the same here so that others with similar needs can benefit from it. Requirement: The user wanted
Custom view for Milestones
Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom view
Building extensions #5: Integrating applications with Zoho Projects through Connections
In our last post, we discussed the essential features that a Zoho Projects extension can provide. Starting with this post andin every subsequent post going forward, we'll go through each of those features in depth, one by one, with an example use case.
Different timezone for users
Is it possible for users to set a different timezone for themselves? We have staff in different locations. Thanks!
Multiple time zones in zoho projects
We are working in an international team. We need to set up different time zones in the organizational settings or at least for one project within zoho projects. Any ideas or help? Thx in advance
Zoho projects live feed to Google Sheets
Hello, Is it possible to setup a live data feed between Projects and Google Sheets as I'm wanting to build some table reports and pivot-tables based on live data at any point and don't want to have to keep exporting info. Many thanks for any suggestions
A way to block off weekend days
We don't work on the weekends. It would be nice if when we were setting up new tasks we could block out Saturday and Sunday so they don't allowing tasks to be entered.
How to import timesheets or entries into a projecgt
How can one import timesheets into a project via a csv file?
Project template not showing up under templates
Hello. We're just starting out with project templates and faced a wall just at the beginning. We do have a one template we created and wanted to create a project using it. I click on New Project, templates gallery shows up but our template is nowhere
Master and Sub Projects creation
Hi team, I am looking to create a mast project and sub projects under it. Does Zoho projects support such heirarchy? Example: Master Project (ABC) XYZ (Sub Project) Project 1 Task1 Task2 Project 2 Task1 Task2 MNO (Sub Project) Project 1 Task1 Task2 Project
Mix hourly rate and fixed rate tasks within projects
some of our services are billed on an hourly rate while others are fixed price per unit. The billing type is determined as one or the other when setting up a project but we need a mix of tasks using both billing methods in a single project. Is there a
Web Tabs in Zoho Projects
Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, you
Zoho Projects Android app update - Calendar module
Hello everyone, In the latest android version (v3.8) of the Zoho Projects mobile app we have brought in support for Global Calendar functionality which enhances your project management experience. Global Calendar is a simple and secure functionality to
Power of Automation:: Automate the process of updating project status based on a specific task status.
Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > Developer
Mind mapping in Zoho Projects
Good morning, I would like to congratulate the Zoho team for building such an inovative and responsive application that fits in the daily challenges of so many work groups. I would like suggest you another functionality that helps a lot in project planning and development: mind mapping. Mind mapping would be of great help for brianstorming, knowledge management and other needs in online collaboration. Thanks and wish you all the best! George Maha Empresa Júnior Multidisciplinar do Instituto de
Custom section and fields - Zoho Projects and Analytics
Hi, I created a project layout (Zoho Projects) with sections and fields custom and now when I try develop a report in Zoho Analytics these fields don´t are shown in the table Projects. I am curious because some custom fields are shown and I can use in
Implementing OKR (Objective Key Result) Methodology
I am searching for a way to implement OKR methodology in Zoho Projects. Recently asana has launched this feature in its latest update. https://www.youtube.com/watch?v=Pdl30lWH2lY&list=PLNzc9PubwlIkev1VuIhSTzwc4aYPIncwz&index=5&t=0s on this link one can see how it works I want to know how can I implement this into Zoho Projects My idea: 1. Name the project group in Zoho project based on Objectives 2. Name the individual project (within the project group) as Key Results 3. Name project tasks as tasks
Default access for all users when creating a new project
is there an easy way to give access to all projects for a new user / client user AND vice versa : all users/client user when creating a new project ? Best regards
Reorder Task Lists
In the old version of Projects there was a feature called Reorder Task Lists that lets one change the order in which Task Lists are displayed in the project. The new version does not seem to support that feature any more or it was moved somewhere not
Kanban View not showing Subtasks or support any views
Do Subtasks not populate in the My Tasks -> Kanban or in the projects -> Kanban? Are there no views outside of the Priority and Percentage in the My Tasks -> Kanban? Thanks,
Timeline Simulator for Task Blueprints
Hi there, we are heavy users blueprints for task automation. It has helped our organization perform better on every front, absolutely love them. About the only trouble we've had with blueprints is that when they have many transitions or stages where the
Building extensions #4: Fundamental features of a Zoho Projects extension
Hello everyone! Thank you for visiting our Building Extensions series. As part of this series, we've already covered how to use the Sigma cloud editor and the ZET CLI to create, test, and publish extensions for Zoho Projects. You can refer to our earlier
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