Community Digest - January 2020
Product updates: Tags: Tag your work items using common keywords to help users quickly find the modules that are associated with those keywords. Clicking on a tag will then list all projects, milestones, tasks, task lists, status, and forums associated with that tag in the search result. New custom fields: Use new task custom fields - Currency, Checkbox, Percentage, and Date & Time, to capture respective data types in the task form. Project custom views: Customize the project list view based on selectedUnable to use HTML email in a Custom Function using Deluge sendmail[]
Hi, I'm trying to create a custom function that sends an email, an HTML email with formatting and images, to be used with a business rule in Zoho Projects. I've stripped the 'message' part of the sendmail function right back to basics but it still fails. In the example below, removing the DIV styling tags allows it to save successfully. Won't save with styling tags, or image tags.If the message is changed to a simple "<div>TEST</div>" it saves. Can anybody please shed some light on what the problemChecklist in projects or sprints
Hi I saw that there is a way to create a checklist using Blueprint, however, I never saw how it was initiated. My client want a daily checklist created: 1 - Wants to have the checklist populate daily regardless if all items were checked off or not 2 - Which app is best, Sprints or Projects? 3 -Can Blueprint be used for Projects/Sprints? As a business owner, I need to pull up my daily checklist of items and once I'm done it will save/close and then the next day a new checklist will populate.Search in the Issue Description too
Typing something in the search box, the search function should search also in the Issues' description. At now, for issues, the function search only into the issues' title. This would be very helpfull to avoid lost of time searching the desired activity. For tasks, the search function looks both into title than description of the activity. Please enable the same also for IssuesAsk the experts: Online Q&A on Tags and Teams in Zoho Projects
Hello folks! We are back with the "Ask the Experts" series! This month we will focus on two of our recent features: Tags and Teams. Our product experts will take questions on: Creating and managing teams Associating teams with projects Using teams in filters Creating and associating tags with various modules in Zoho Projects Searching for information using tags Or any other questions related to Zoho Projects *Please note that this is not a webinar. So go ahead and start posting your questionsImporting from Microsoft Projects: Milestones/Tasks
Hello, I understand how to successfully import a Microsoft Projects file into Zoho Projects. I did this and it populated the tasks correctly. However, our projects are typically outlining project milestones versus actual tasks. Is there a way to import a .MPP file and populate the data as Milestones instead of the default tasks? Thank you, Trevor Fletcher Prefab Logic, LLCZoho
Does Zoho project provide chat functionality among users about their status (Available, Busy, offline, Away etc.) where we can see since how long a user is away from its portal/application. This is like we have in Microsoft office communicator. Timestamp is a key here. Regards.Enable the home page for client users
Enable the home page for client users would be ideal. A client user log-in directly into a project, but would be most effective if he could see his home page with the summary of his tasks/issues. This function is already active in the mobile app, so I think should be enabled also in the web app,Is there a way to predict backlog for projects and to track actual start/finish dates for tasks as compared to planned
Hello, I'm new to project management and zoho projects. I have spent a few hours online watching some videos as well as doing some google searching but have a few questions I have not found the answer to. Is there a way to enter the required milestones, task lists, tasks and subtasks for a project and then come up with an expected project completion date based upon a start date? Is there also a way to work backwards and determine a suggested start date based upon a completion date deadline? (MuchDuplicated tasks not automatically appearing in task list
Last week this featured worked perfectly. It's not working now. 1) I create a task 2) I copy the task, and set the number of copies I want made 3) I get the confirmation that the duplicate copies have been made and then nothing. The newly duplicated tasks don't appear in the left-side-bar task list. If I close out of the task, the tasks don't appear in the list of tasks associated with the project. I have to refresh the task list (by clicking All Tasks) and then the duplicate tasks appear. Any suggestionsDate sorting in Kanban View
We use Kanban for all of our office meetings. Its a bit frustrating that the tasks will not go in order of date due. It would be a nice thing to see added any chance this is in the works?A Couple Blueprint Update Ideas
Would it be possible to have blueprints applied to a task, even if they did not meet the blueprint requirements when they were first created? I.E. if they are updated and THEN meet the requirement, the blueprint is associated. I have a blueprint which is set to be applied when certain people are assigned a task. I tend to create tasks by clicking the "Add Task" button underneath each Task List in the Task List view. I just give it a title then hit Enter. Once the task is created, I click into itHow about the option to export timesheet data by specific project(s)?
Namaskaram Zoho Projects team! Right now, when exporting timesheets, we can filter the export by users or by client. It will be wonderful if you could give the option to filter by Projects also. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ CustomersRSS feed not working
I've tried to import the project RSS feed into Google Reader (as well as .Mac reader on my iphone). The RSS feed does not work, even after putting in the required username and password We need the RSS feeds for realtime updatesAdd 'company' in the custom view criteria
Add "Company" in the custom view criteria would be very helpful when in a project there are more client companies. When in a project there are multiple client users, belonging to different companies, this would help in order to identify tasks/issue owned by diffent groupsproblem when I submit a web form
I put the web form in my project, my project is running in python, when I click submit, I get the error message, that the form couldn't be send. In the console I get. Uncaught TypeError: Cannot read property 'get' of undefined in the problem is in the line. chrome.cookies.get({"url": "https://projects.zoho.com", "name": "_iamadt"}, function(cookie) { Hope you can help me.Following budget.
Hi guys For my ZOHO project, I would like to be able to follow budget consumption. In fact , if I have a budget of 20h for exemple, I would like to be able to follow task hours out of budget. In my project, all timesheet are sumed in actual hours and I would like to have a balance between Budget and actual hours. In the case in yellow it should be 40H - 7H30 -> 32h30 How could I achieve that please? Any idea?Template Task Project
Hi We are a CPA with deadline based on date : 15th of April 15th of march tax date are always the same every year I have try to understand template with start after and duration so I do not know how to use it correctly for instance all my new client will have their tax date on the 15 of April is there a way to use specific date? How can i put that in place with new client all the timeZoho Projects - Recap of 2019
Zoho Projects achieved new milestones and released new features in 2019. This is how we fared: Keep track of our latest updates from the What's New page.How to Add images into comments of task?
I want to add image into the task comment area.( I am not asking about attach image).Align text in bug comment
Hi zoho team, Have any way to align the text in bug comments? ThanksResource utilization preview when setting task duration does not update in the same way as utilization review
Hi there, Let me start off by saying that the utilization review feature is really excellent. The fact that it updates based on task completion percentage and hours worked is excellent. However, I noticed that the preview of a resource's workload that is displayed in the calendar view when setting task duration does not match the time in the utilization review chart. It shows the same amount of work allocated as when I first assigned the tasks. It's great having the feature of a preview like this,Client Portal client side
Dear I am showing the client side on client project and i can not find how to hide the time/clock the plus button and other useless button for client maybe we could have a way to design the client portal a bit more the click on it and are confused can you add some option in the client profile and profile to hide this on the client portal design I am aware that you are working on a new portal thanks CDChange permission Client profile in Zoho project
Hi I can not change the client profile in Zoho project Maybe i do something wrong I can create a new one and change all but i like to keep client and reduce permission message : Client Client Profile This profile cannot be edited. why?Adding Multiple Task Lists to Milestones in bulk
Is it possible to add multiple tasklists (from tasklists template) to a milestone in bulk rather than adding each one individually? For example, I've created milestones named by month, ie Jan, Feb Mar, etc,. Tasklists templates are named TL #1, TL #2, TL #3. How to add all task lists in bulk to each milestone? So want to add under Jan milestone >TL#1, TL#2, TL#3 in bulk.Start and End Date no longer required from main task dialog? Great!
When using the main task dialog it used to always force the user to enter a start and end date. Today I notice that is no longer the case. I hope that is purposeful and going to stay that way because it is an incredibly welcome addition!Modify width of Name column in Projects tab?
Loving the custom views for the Projects tab. With the fields other than "Project Name", we can modify the field width. Is there a way to modify the width of "Project Name"? There's a lot of valuable space that is just "white space". It would be nice to be able to shorten this field so more fields display on the screen without scrolling. If this is not currently possible, I'd like to request this as an enhancement request. Thanks, ScottReporting
Does anyone know how to manipulate a report? I need a simple spreadsheet of ALL tasks marked with a specific status. I don't want it tabbed out by project, i need everything on one spreadsheet. Project, Task List, Status.... Please help me :(Ask our Experts #2: A 5-hour knowledge exchange marathon on 'Projects-CRM Integration' in Zoho Projects
Hey folks! The Ask the Experts initiative for this month focuses on issues that frequent the support desk and hence demand expert advice. This session is around 'Projects-CRM Integration" as it has invited many a query on the forums on topics such as: 1. What can be done in Projects after CRM integration? 2. Client account mapping 3. Importing users This platform brings together product experts, the Zoho partners and other techies to be at your disposal for five full hours as you seek expert guidance.Update Project Interface to better work inside Microsoft Teams
For Zoho Projects I'd like to see the following: Dark Mode compatibility for MS Teams. Even though I have dark mode enabled in Teams Zoho Projects still shows a white background. Less slide bars for MS Teams. Zoho projects doesn't quite fit inside Microsoft Teams. There's a good deal of sliders to view things. Fix View bug for MS Teams. In the Tasks tab if you click the cog wheel next to the Task List and click Chart View there is no way to get back to the task list view unless if you exit theHELP - Zoho Projects is running so slow
Zoho Projects is running so slow. What can I do to fix this? The repose time is about 5 seconds per action, making the tool unusable.Project List Sub-Grouping & Sorting
Would it be possible to allow sub-grouping of projects in the Projects tab including sub-grouping by a custom field)? Also a default sorting? Our company has multiple branches which are set as a Group. Each branch has multiple crew which I have created a custom field to select within the project. Currently, I can only group by Group (branch). I would like the ability to sub-group by crew under each branch. I would also like to have the ability to sort by start date within each sub-group. Additionally,Conflicts on zoho project Tasks
Hi We want to use ZOHO Project for scheduling our technicians. We have maintenance contract with our customers. We schedule interventions on customer sites. So we created projects for each contract and task for interventions. So if a technician need to go to customer I create task and schedule them after depending of availibility. When I need to assign a date I use start Date and due date on the task. But I realized there is no conflict management. I called support and they told me it is not developped.After adding a new issue template and layout, project issues become disabled.
Hi folks, This is a real problems for me right now. I was setting up a new project type for managing our Zoho migration. I created a new issues layout for the project (zohobugs). This was based on the standard layout. As soon as I did that, the project's issues tag became unresponsive. Clicking on it results in no activity. The mobile project app reports the issues are still in the project, but trying to access any issue results in an error. In addition, it is impossible to review the standard issueAbility to filter via search criteria within Task and Calendar view (we use this for content publishing)
We rely on tags for a lot of tasks. Currently Zoho does not have this feature so we create our own eg. #pub (for publish). ie. We "tag" a task name #pub if it is to publish content on a given date. As a basic function, we would like to be able to filter Tasks (including in Calendar view by task title search eg. by #pub.... so we can filter view only these tasks, ----- Longer term we would love to see tag implementation and features useful for tasks/projects that require a delivery schedule such asHow do I get the tasks which associated with issue?
My bug have a task associated in Zoho Projects. I wrote the custom function with this code: response= zoho.projects.getRecordById("xxx", xxxxx ,"Bugs", xxxxx); I got the bug response information but it did not included any tasks which were associated. How do I write the code to get the bug with task associated? I read the help from : https://www.zoho.com/deluge/help/projects-tasks.html https://www.zoho.com/projects/help/rest-api/bugs-api.htmlTip 43: Formula custom fields in Zoho Projects
The data associated with projects is enormous. It is almost impossible to evaluate data by inspecting every field. With Zoho Projects, performing complex calculations is easy with Formula Custom Fields. Calculations can be done automatically by calling the values from the specified fields. Consider a scenario where the project owner wants to compute the total cost of inventory. He can create a field for obtaining the cost per unit, the quantity and a custom formula field for finding the productProject template after project creation
How can I apply a project template AFTER the project has been created?How do you create user groups in Zoho Projects?
in Zoho Projects, when we send a message to a user in comment, we typically type @username and the user name comes up and we select it their name... is there a way we can send to a group email address so that everyone gets the message and we don't have to keep typing everyones name?Divide Members into Teams?
I'm working on a big project and all the members are divided into teams, eg. Marketing team, PR team, Technical team etc. Is there a way I can divide everyone into teams so they can email/ communicate with each other and share files etc. easily? I just don't want tasks of one team to clutter up the space for the other team. I know I can divide them into projects, but then I won't have a comprehensive calendar for the whole project. What's the best way?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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