Sales Orders in Finance Section - When?
The inclusion of Sales Orders in Projects in Zoho Books was huge. When can we expect to see them in the Zoho Projects integration with Books? We need a selection called "Sales Orders" just like there is for Estimates and Invoices. Adding project Purchase Orders and Bills would also be extremely useful, but Sales Orders is a must. Thank You'Created by' field
Hi. We need to make some analytics with data how many projects did each user create but I can't find a field with this information in Analytics, Projects nor CRM. There is a column named "Created Time" but there is not a "Created By" column. I am aware that there is a "Owner" field but in most cases we update it on later stages of project implementation so we won't find there information who has created that specific project. Thanks in advance!How to divide a single task into several different days?
How to divide a single task into several different days? Let me explain, John has a 24-hour task. I schedule it for him Monday through Thursday. He has another task from another project at 8am on Tuesday that I can't move. Currently, in order to have a fair resource management, I divide the 24h task into 3 tasks of 8 hours that I place Monday, Wednesday and Thursday. This becomes complicated to manage with about 20 divided tasks that I have to shift continuously. Do you have a solution? Thank youCustom Field - cannot edit a dropdown field item
We have a custom field within the project template (Dropdown) that is for the Dealer related to this project. I thought in the past if we needed to update a name of one of the items added to the dropdown list we could edit them, so I am not sure if this is a recent change or not. But is there a way to update an item that is already in the drop down field list? This is a required field, and I do not want to remove this item and add the updated name as that will seriously mess up our reporting, butLocation based Prefix
Hi Zoho Team! As a company we can multiple branches in various locations. Can we make Location wise prefix for those respective projects. Ex: For Hyderbad : Zoho/Hyd/001 For Vizag : Zoho/Vskp/001 Thanks in Advance...How to restore a deleted task list
Hello! Our task list is gone with all collected time sheets. Is it possible to restore it? Here are steps - what we have done We created a task list for our team of developers named "General". we used this list for 3 months. We decided to use milestone features and we created a milestone named "Sprint 4" and using "Associate Task List" added the task list "General". we can see the list of task using link "Task" and also we can see the same task list using link "Milestones" We decided to move everythingOn event of create Zoho project make external restservice call
Hi , I am all new to zoho project. What I want to do is whenever user create project or tasklist in ZOHO project, on the create action I want to make external rest service call. How can I do this.Better email features to send clients information: Automatically triggered (on task, milestone or other blueprint), rich text templates, with dynamically inserted information #clientfirstname etc.
I want to be able to send emails to our client users that have more information than a standard task or milestone completed. I.e. When a task (or milestone) is completed we should be able to trigger rich text emails that we can template ourselves. Templates with links to forms, reports, bookings, requests for information etc. Just as in CRM where you can trigger templated emails with blueprints when certain triggers (like completing a task) take place, we should be able to trigger templated emails2 Billing rates for one person
Hi I have 2 billing rates for one person but so far have only been able to enter 1 rate against the person. Is there away to have 2 rates for one person?Base line
Hola a todos! Soy nueva en zoho projects y tengo una duda que no puedo resolver, estoy dando seguimiento a un proyecto, pero como en cualquier proyecto, las fechas de inicio y fin "REALES" para una tarea muchas veces son distintas a las planeadas. En zoho projects puedo ver que ya viene la fecha de término real de una tarea pero no la de inicio real, por lo que agregué un campo fecha dentro de mi plantilla de tareas. Pero existe la manera de que se visualice en la linea base? En mi diagrama deZOHO Rest API, how to get Tasklist for a task?
Is there any way to get tasklist for a task (by passing task id) using Rest API. im binding time log but in time log im only getting task,notes and other details. i have to bind tasklist also. any one please help me on this. thank u.Zoho Projects: Quarterly Updates | Q2, 2020
Dear Users, We would like to share the quarterly updates for the period April to June. Timesheet layouts & fields: In Zoho Projects, users can now create layouts for timesheets and associate them while adding time logs. Custom fields can be added while creating these layouts. Initially, the time logs will be associated with the standard layout. If the standard layout is modified, the changes will reflect in all the associated projects. Outlook adaptive cards now support blueprint transitions: MicrosoftCreate new Zoho Projects groups through Deluge
Hi, I'm currently writing a custom function that transfers some data from a particular Zoho CRM deal to its respective project in Zoho Projects. The project in Projects is updated if it already exists, else it is created. I'm using APIs to do so and it's working great so far. However, I can't find an api call syntax which allows me to create new Projects groups programmatically; I'd like my Projects groups to be named after a particular field in CRM, which is the same in deals that are related.What is the scope for Project Statuses via API in Zoho Projects?
I do I change the project status via API? I think the URL is https://projectsapi.zoho.com/restapi/portal/[PORTAL]/projects/[PROJECTID]/statuses/ But I'm not sure what scope to use. I would like to update and get the status.Setting up Tasks without Due Dates or Durations
We have repetitive projects for each order we receive, and have set up a project template in ZP with tasks and dependencies so we make sure all team members complete all required work on the order, in the sequence needed. Nearly all of these tasks are pretty brief, and can be done within a day. However, with some of the tasks, we are waiting for information or paperwork from our customer, and this could take 1 day or 1 year or anything in between. Work on the order cannot proceed until we receiveImport/Associate "Task Description" field from MS Project
Hello, Our workflow is to create a project in MS Project (much faster than creating every individual task in Zoho), and import it to a Zoho project. When I import the project, I have very few issues except I'm not given the option to associate my custom field "Task Descriptions' to the Zoho "Task Descriptions" field. (See attached image) How can I accomplish this without opening every single task and copy+pasting the descriptions? Thanks'Sign in with Apple' is now supported in the Zoho BugTracker app
Hello All, In the latest version (v1.1.5) of the Zoho BugTracker iOS mobile app, we have now brought in support for an additional mode of gaining access to the BugTracker app. You can now sign in to the app using Apple ID by clicking on 'Sign in with Apple' option. It's now easier than ever to manage and track your bugs when on the go. You can update the app directly from the App Store or using the link given below: https://apps.apple.com/us/app/zoho-bugtracker/id1437263937 I have attached aAbility to Move Task across Projects
Right now, you can easily Move a Task to another Task List within the SAME Project. However, I could very much use the ability to also Move a Task to another Task List for a DIFFERENT Project that I also have permission for. Right now, I find myself wasting a lot of time with copying/pasting in Notepad/Textpad as a workaround for this.Unable to set rate in User Portal
When I try to change the Portal Rate for a user in the User Portal of Zoho Projects nothing happens. I click on "Update" and the progress wheel spins for around 5 minutes or so and then the user window closes and the rate has not been updated. I've had a support ticket opened for over a month on this issue and was wondering if other users were experiencing the same problem.'Sign in with Apple' is now supported in Zoho Projects mobile app
Hello All, In the latest version (v3.2.17) of the Zoho Projects iOS mobile app, we have now brought in support for an additional mode of gaining access to the Projects app. You can now sign into the app using Apple ID by clicking on 'Sign in with Apple' option. You can update the app from the App Store directly or using the link given below: https://apps.apple.com/in/app/zoho-projects/id511887920 It is now easier than ever to collaborate with your team and manage your projects wherever youUsing tags to create reports
Hi, I want to use tags associated to tasks to extract the time used to complete these tasks. Is it possible to create such reports?Zoho Projects not accepting emails when using email while on BCC
I was wondering, is there reason why Project Email aliases do not work if they are copied into the BCC of those emails. One thing we do is send a status update to our (external) customers who most of the time do not have access to Zoho Project. I want to have these emails added to the forums of ZOHO Project, but I do not want to add the Project Forum email alias to the To or CC fields, as the customer will get a bounce email when he sends a reply-all. And as I said, I don't want to add the customerExplore the new views in the Zoho Projects iOS mobile app
To easily organize the tasks/bugs, we have now brought in support for some new predefined views in the 'Home' page of the mobile app. The new views are available in the latest version (v3.2.16) of the app. You can update the app directly from the App Store or using the link given below: https://apps.apple.com/in/app/zoho-projects/id511887920 Below are the views that are added newly in the 'Home' page of the app: Task views: ➤ My tasks due today ➤ Tomorrow's Tasks ➤ Tasks within next 7 daysHow to get Task Custom Fields Ids
Hi All, I hope you all are doing well!!! I am creating projects and Tasks in ZOHO from an external platform. I have created a custom field in the task. And now I want to set that Field value while creating new task using API . So I want id of the custom field. Where I can get Task custom field id. Which API should I use to get id of Task custom field? and again can I see the custom field id on Zoho project UI.??Project Custom Field API
Hello, I can't find where i'm able to retrieve the projects custom fields informations with the API. What is the GET function i should use?How do you guys define what is a project and what is a task
Hello fellas, I'm starting to use Zoho Projects to manage my company and I'm thinking: How should I define what is a project and what is a task. For example: to integrate a new API into my system. Is this a project or just a task? How do you guys define it? Thank you a lot Kind regardsRestrict Client View of Task Work hrs
We have created Client Users so that our clients can see the progress of their project live, but we are concerned that clients can view the Work Hours of tasks. For us the work hours is commercially sensitive information which is used to develop the cost of the project to identify the 'selling' price to the client. We need to put the Work Hours against tasks, to track planned versus actual time/cost, but by no-way should a client be able to see this. By letting the client see the Work Hours,Is it possible to turn tasks into subtasks?
Hello, I'd like to know if is it possible to turn tasks into subtasks? Thanks in advance, Kind regards. RodrigoSpotlight #03: Three extensions that make your remote working easy
Did you know we have a few extensions handy that help you conduct your meetings and webinars while you manage your projects remotely? Yes, if you use Zoho Meeting or GoToMeeting to manage your online meeting sessions and use Zoho Projects to manage your business, you need not shuttle back and forth between these applications to collaborate with your team. We have got dedicated extensions to take care of your meetings right from your Zoho Projects account. Check out the following extensions on ZohoSort by Project Name?
How the heck do you sort by project name in the task list views??? Seems like this should be a no-brainer?Mouse Scrolling
With the new UI, the mouse scrolling works intermittently. I saw atleast one other posted on Zoho CRM express the same problem. I am able to replicate the problem on Windows, MacOS, Safari and Chrome. Has anybody else faced the same problem? It seems to be that the UI was rolled out without a thorough end user testing.edit task
Hi, I am using projects on Chrome browser on Mac but I am not able to edit the task owner. I tired with the Android app and I can assign or delete task owners but on my laptop it doesn't work.Zoho Projects - Slow response
Is anyone else facing slow response of zoho projects. Specially when Adding/editing tasks/forum wiki etc? Everything else seems to be working fine but the posting is working very slow for us.Recurring events set in Projects not appearing in Outlook (Microsoft 365) (MAJOR issue!!)
All recurring events set in Zoho Projects calendar are not showing up on our Outlook calendar. Is anyone else having this issue? Saw a thread where this was happening with Google calendars. I've tried to reach out to Zoho's help team and they're not answering me and keep saying they have to get with their developers.Task dependent template creation
Question: Can you have a Template or task list that is dependent upon completion of prior tasks or projects? Example: Looking to have a project with Tasks and milestones revolving around the design and quote of a product. I then want another template to create if and when a Purchase order is received for that item. Idea: looking for way to have projects in the system but not look like they are all uncompleted. Many quotes will never actually have Purchase Orders initiated.Tip 49: Summary Email
Important notifications may be lost if your inbox is inundated with emails. You can select a frequency and receive a summary notification email and reduce clutter. Project managers who need to keep track of various activities in their projects, instead of receiving an email for each activity they can receive a consolidated email at a set frequency. All the task and milestone related activities will be consolidated in a single email. Learn more about setting email frequency. Do let us know if youTasks without Projects?
We are new to Zoho Projects and just starting to set it up. I want to find out in Zoho Projects can you have tasks that are not associated with a specific Project?email templates
Can users control html of email templates? tobyZoho>>Project>> logs API not working
URL:https://projectsapi.zoho.in/restapi/portal/c******d/projects/232********873/logs/ Method : GET Headers: Authorization:Bearer 1000.1****b1 users_list:6****0 view_type:month date:05-01-2020 bill_status:Billable component_type:general Response: { "error": { "code": 6831, "message": "Input Parameter Missing" } } ///---------------------------------------- Also tried: Method: GET URL:https://projectsapi.zoho.in/restapi/portal/c******/projects/21*******23/logs/?authtoken=BearerTask completed analysis
Hello there, We create lots of tasks and estimate a due date. Often we have to change the due date. Is there is a simple way to see the tasks, the expected due date and the actual due date it completed to show how often and for how long task deadlines change?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 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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