How to add task list (set of tasks) to an existing project
When we get an order, we create a project from a template. Sometimes in the course of working on the order for the customer they want a change, so we need to add a set of tasks around that change to our project task list. It is always the same set of tasks, so I'd like to be able to just import a task list to that project. Is there a way to do this? I have created a task list with the set of tasks needed for the change order, but I can't figure out how to add them all to an existing projectSelf Client, Zoho Projects, and User-level authentication
Hey everyone, I'm new to this style of development, and have some questions. I'm looking to develop a C# application that hooks into a company's Zoho Projects to read/write/do whatever. I have a Self Client setup, and the OAuth2 working just fine. What I'm looking to achieve is require the users of the application to authenticate or login using their Zoho account against the company's project permissions. I may be poorly wording it, so for example. - I launch the application, and generate the application'sWhen creating an invoice in Zoho Project, can we change field of the invoice with custom fields ?
Hi Zoho I use timesheet with Zoho Project. We assign Task to different user. They add Note. We also use Product in CRM. Integration work fin between CRM and Project. When creating an invoice in Zoho Project, can we change field of the invoice with custom fields ? I mean, I would like to show on the invoice each line with the Product (custom field in timesheet or Task - sync with CRM) like this: Product - Task Name - Task Description - Hours - Rate It is possible? When selecting the ShowZoho Projects does not work in Teams Mobile
When I open the Microsoft Teams app on my android device the Zoho Projects tab is missing.Tip - 45: Custom Views in Zoho Projects
Perspective differs from person to person. Customizing your project makes it unique and helps you implement your own perspective. Besides the predefined views, you can now create your own custom views for Projects, Tasks, and Issue as per your preference. Consider a scenario. Monica owns a construction company and wants to keep track of projects that have exceeded the budget. She chooses Budget Health from the predefined fields and filters the projects with cost overruns. She saves this as a customHow to move dates and how to export tasks keeping several task levels/hierarchy.
Hi, I would like to ask: 1. If a project is delayed, ie 12 days, is there any automatic function that moves forward every task, subtask and milestone 12 days? 2. I have problems exporting both the Task Lists and the Milestone Gantt charts. They can be exported but the file doesn't represent the task levels accurately. The Task List exported in .xls or .csv doesn't keep task hierarchy. And the Gantt chart exported in .pdf lose one or two subtasks levels, showing several levels like if they were atRemove Completed projects from main project list
How can I edit my main project list to not show Completed projects? Completed projects are no longer 'Active' so I don't understand why they still show. There is an option to view only Completed projects, so I don't understand why there isn't an option to view all 'open' projects or a way to do a custom view to only show certain projects statuses.Google Shared Drive Attachment
We have upgraded to Google Business. The main reason is to use the Google Shared Drive feature. I am trying to associate a file in one of the Shared drives to a project and I only see files in the "My Drive" and "Shared with me " areas of Google Drive. Has anyone figured out a way to get files in the Google Shared Drive to be available to be accessed from Zoho Projects and CRM? I do have the Google Drive plugin from marketplace installed. Has anyone been able to do this? Thanks!Upload data to Zoho Projects from previous tool (Podio)
Hi, is it possible to bulk upload projects data from our old platform, Podio, to Zoho Projects?Sigma Extensions Permissions for Client Users
Hello, I've been developping a extension for Zoho Projects. The goal is to embed a 3D file viewer for client for who we do construction project. In order to do that, I've been playing with the Sigma to create very basic extensions without third parties acces and test them. But it looks like whatever the widget location parameter have been set, the extension is not available on the Portal for the client. It works for Users. Is it a permission limitation? What's the way to change that ? Thank youApp building made easy with our all-new cloud editor
It has been quite a while since we had connected on this platform. A lot has happened in our marketplace and we want you to know what we are up to. You must be familiar with Zoho's extension toolkit that's used by developers for building our extensions. As the next step, you can now build, test, and execute your extensions using Zoho's cloud editor - Sigma . Why do we recommend you to use the cloud editor? Your extension development can be entirely managed online. The installations of 'Node.js'Sorting task lists name
Could you please make the the task lists' name in move task function be alphabetically sorted? Thanks, -JaleCant install plugins from marketplace
Hello Im trying to install Google Drive from the Market place to use in my Projects free plan. I keep getting the following error. This happens when I try and install any plugin.Clear all storage space
Im trying to clear ll the storage space from my Projects free plan. I have emptied the trash but Zoho still reports I have 164MB of space used !Backdated task completion date
Hello, Maybe I could not find the proper way to do it, but when entering tasks that took place in the past for an ongoing project, the system automatically assigned the current date when they were marked complete. Isn't there a way to enter the actual end date if it was in the past? Thank youIs there a way to assign a client to a project with out giving them access to the project and able to select a client company from our CRM Accounts.
Let me explain our scenario: We provide on job support for the consultants working in US on hourly basis. We have the temporary Developers or freelancers who help our consultants in US to clear the issues faced in their jobs. I want my employee to update the daily tasks freelancers work on the tasks given by the Consultants to the Freelancers on a daily basis. Please consider the various scenarios we face during this business process. Kindly suggest how we can use the Zoho Projects in solving thisProjects outlook Plugin?
I'm looking to sync our Project Calendar to Outlook 2016 calendar, everything I have seen suggests that this can't happen but all of the posts are over a year or more old and I was hoping this has changed more recently?Zoho Projects and multiple brands
Hello, I have two brands: A & B. For both of those brands, I need to have customer portals in Zoho Projects. So if my customer from A brand will log in, he/she will see the A-brand logo, colors, etc. Of course same would apply for B-brand. Is it doable in Projects? Regards, PJError code 6831 when trying to get time logs
Trying to use the API in Python. Passing this code: rest_url = 'https://projectsapi.zoho.com/restapi/portal/' headers = {'Authorization': 'Zoho-oauthtoken ' + access_token} params = {'index': 3, 'range': 1, 'approval_status': 'all', 'users_list': '[USER_ID]', 'view_type': 'week', 'date': '08-01-2020', 'bill_status': 'All', 'component_type': 'task'} r = requests.get(rest_url + '[PORTAL_ID]/logs', headers=headers) r.json() Results in the following error {'error': {'code': 6831, 'message':Viewing my team's open and overdue tasks across different projects
I manage a small team who all work across a number of different projects. I'd like to be able to see any overdue tasks and tasks that over coming up this week for all of the users in my team, not just my own open tasks. Currently I am having to go into each project (of which there are currently 17...) to see what is coming up and what is yet to be completed. Is this something that can be on my dashboard?Recurring subtasks associated with Recurring Task
Hi, I am trying to set up daily opening procedures for my company. Each day, I would like my employees to perform a series of tasks and subtasks. For example, I would like them to perform the following: 1. in lighting, I would like them to switch on: a) cellar room lights b) tasting room lights c) hallway lights I have successfully created the tasks and subtasks. However, I can only make the task recurring. The subtasks do not remain associated with the task when the recurring task is created.Sorting in bug Tracker
Is there a way to set a sort order on the main bug screen. I'd love for my guys to see: 1 just their tickets. 2 order those tickets by severity 3 order those tickets by status Or something along those lines. Currently I have added a priority field (1-25) so they have an idea what situations need the most attention once assigned.Common Communication location
HI all, for our office we usually have 3/4 different users interact with any given project/task. I really like the fact we can CC an email to have it go into the comments. But when you close the task, you end up 'losing' visibility to that communication. Other than creating a task {common comms} where we would use to 'dump' email communications in there, how do you manage this type of communication? ThanksAdd Client User to More than One Project from Different Companies
How would I add a existing user to a new Client Company and their project? It tells me this. User(s) failed to add: Existing client user of this organization Is it not possible to have a single Client User be part of more than one Project in different companies?bulk edit tasks, pin task lists, default column sort
hi, 1. it takes too long to bulk edit tasks when you are trying to change multiple options on all. Would be much better if we can choose all the options we want to change, and then hit save. 2. please allow us to PIN certain task lists so they never close. Right now i have to create dummy tasks called .DO NOT DELETE so those task lists never close. 3. Please allow us to set the default columns to show on all projects via the project template. The order of the columns, and which columns show andTASK CSV Export - please add URL as a field
please add the task url as an exportable field in the CSV Export. We are trying to automate printed labels for each task from a brother printer. we want one of the fields to be a QR code that brings us right to the task. I tested this with the task URL and it works perfectly, we just need it exposed in the CSV file. Hopefully this isnt hard to do and you can reveal it quickly?In free version, how can I reorder the tasks in the Chronology Gantt Chart view?
I'm using the free version of Zoho Projects, and I would love to re-arrange the order of tasks in the Gantt Chart. Currently, the default is by percent completion, but I'd prefer them ordered by TaskList, so that groups of tasks are more meaningfully clustered. I don't see an obvious way to do this. Is this possible in the free version, and if so, how? Thanks!Recurring tasks and budget hours - "planned hours" within Budget Status do not include recurrences
eg. Task = 20hrs Recurrence = 10 x weekly My understanding is that "planned hours" for this should be 20hrs x 10 = 200hrs. Is this correct understanding? Currently when I plan projects this does not happen. The "recurring" symbol shows beside the task and the details are correct....however only 20 hours are applied to the "planned hours" - the recurrences are not counted. Is there something I might be doing wrong?Global search functionality is now made available in the Zoho Bug Tracker Android mobile app!
Hello All, In the latest version (v1.2.1) of the Zoho Bug Tracker Android app, we have now introduced the 'Global Search' option. You can now efficiently find out what you are looking for by searching across modules like projects, bugs, comments, and more with ease. You can filter the search based on the Projects as well, by clicking the 'Filter' icon available in the Search bar. A recently searched keyword can also be picked to carry out a search in the app. I have attached a GIF belowGlobal search functionality is now made available in Zoho Projects Android mobile app!
Hello All, In the latest version (v3.3.1) of the Zoho Projects Android app, we have now introduced the 'Global Search' option. You can now efficiently find out what you are looking for by searching across modules like projects, tasks, bugs, comments, and more with ease. You can filter the search based on the Projects as well, by clicking the 'Filter' icon available in the Search bar. Recently searched keyword can also be picked to carry out a search in the app. I have attached a GIF belowAuto Refresh - Project View
We have a team of 10 within a website development agency, that migrated from ASANA to ZOHO. One of the issues that we are experiencing is that the assigned tasks do not auto refresh for our developers specifically, so unless they refresh their display frequently they might miss a task that might be of high priority. I have spoken to ZOHO and they have stated that the tasks should refresh automatically...any feedback?What is the difference between tasks and milestones in Zoho? (Urgent)
what is the difference between tasks and milestones in Zoho? (Urgent)Send Remainder via Email
Hey, I want to send remainder via email. Can it is possible via custom function or business logic. Remainder should be send x days before the due date of such task. Number of days should be like 7, 10 in my case i want 7 days before the due date. Kindly Guide me is it possible as i want to make it but stuck on trigger because it take only issues not the task. RegardsCan Client Users see my other Public Projects?
Can Client Users see my other Public Projects, or can they only see the specific projects I've added them too?Sort order of Tasks
We would like our tasks to appear in order of when they need to be completed. I suppose this is roughly by due date, except that we are not using dates, our template is purely dependencies, since all tasks are fairly short. Our ideal target state is that any tasks now due (predecessor tasks all complete) show up at the top in kanban view, which is mainly where we work from. When we move it over to "closed," then any successor tasks now move up to the top. Alternatively, can we display only tasksHow do I sort "My Tasks" by Date?
In the older version of Zoho Projects (before the new design in January), I was able to see all of My Tasks sorted by Due Date. How do I do this in the new design? This seems like basic functionality and has become an issue for several in my company.Tip #23: Task Custom View in Zoho Projects
As part of our tips and tricks series on using Zoho Projects, we are back with a tip for this week on task custom view. Perspective is everything! It’s all about what you see and the way you want it to be. We’ve rolled out our new feature that helps you tailor your view with defined conditions. Task custom view is an option with which you can create your own view and scrutinize it with various criteria. Custom views can be advantageous to sort what you see, making it easier to find the most relevantHow do I make department groups rather than project groups?
Is there a way to create department groups in Projects? Example: We have 3 designers on staff. For design tasks, I have to assign design tasks to all 3 individually. It would be nice if I could group these 3 users together and call the group design. I think it is possible in the CRM, but the designers do not have access to the CRM.total planned work for a task list
hi, I would like to be able to have to total of the planed work for all task inside the task list. Where could i have that total ?Contextual collaboration, with Zoho Projects for Microsoft Teams
We are delighted to announce Zoho Projects for Microsoft Teams. You can introduce context from Zoho Projects and continue collaborating on your tasks from within Teams. There are three ways in which you can leverage this integration and transform the way you work: 1) Task conversations in channels You can use the Zoho Projects messaging extension to start a conversation in your channel about a task that you are tracking in Zoho Projects. To get the details of a task, you don't need to depend onNext 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 addLearn 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 goProjects 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).
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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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