Zoho Forms to Projects?
Here is my intended workflow- I have a bunch of IT Projects that require info from the client. I would want to contact the client, tell them about the project, then mark that 'contact' task off in Projects. I want that 'task completion' to trigger an email to be sent to the client with the form link so they can fill it out, then the info to come back into Projects. Am I thinking about this the wrong way? Is there an easier way?For Calendar, please add a Day view besides the month view
I highly recommend to Zoho Projects Team to develop a Day view for the Calendar function.Get Timesheet Logsfor AllProjects and All dates
Hi Team, Currently i am able to get the log of a single project for a given month using below browser call. https://projectsapi.zoho.com/restapi/portal/[Portalid]/projects/[projectid]/logs/?authtoken=[auttoken]&users_list=all&view_type=month&date=12-12-2016&bill_status=All&component_type=task But I need to export the time sheet logs for all projects up to current date with a single request using your api. Kindly let me know the id for Allprojects and the way to specify the date range ThanksExcel export missing projects
EAch time I try to export all projects the file output only has 2 projects in it (out of +20). What am I doing wrong!?Email Template Update Zoho Project
Will be great the possibilite to creat and edit the template from zoho project updates, like. Logo, translate and othersCommon users vs. Client Users vs. Freelancers
Dear Zoho Projects Team, We've started exploring Zoho Projects again and got an issue with licensing/pricing and freelancers (users who works freelance). That's a very common situation nowadays when you hire external users (freelancers) to do some work for your projects. They can be designers, programmers, writers and so on. They are not part of your organization, they are not even contractors. Usually, they do small work, 2-5 hours at all for a particular task, get paid and disappear. So, usuallyReporting at Project Group level
I've got a number of projects falling under project groups. Is there any way to report at this higher level (e.g. number of tasks completed in the project group, etc), or is it only possible at individual project level? This is a bit of a showstopper for me - I'm evaluating PPM tools for a large programme of work and we don't want to be creating dashboards manually for executive management.How can i know forecasting due date
Since i start project i have start date and end date then i set baseline and there are some changes happen in the project and schedule changed so i update schedule and set baseline 2 so the due date changed so how can i see the first planned start date, due date and actual due date.Close a project
I would like to close a project. How I can do it?Project is done, how do I mark it as complete?
Hello, My project is complete... how do I mark it as complete?Scheduling jobs on Zoho Projects based on the ticket duration assigned to an agent on Zoho Desk
Hi. My idea is that when a ticket is assigned to an agent in Zoho Desk (The ticket is a 2 day job) that 2 days will be automatically scheduled on Zoho Projects. Is that possible?Dissapointment: Projects and CRM
I just don't understand how this feature isn't available. We are consultants in large long term construction projects. Our Projects are being set up in Zoho so the Tasks match Construction Contracts broken down into sections. The Project Manager would divide the contract amount across all tasks at his discretion. We bill our clients incrementally based on the percentage of each Task that is complete. For example, Task #1 Site Evaluation may be two visits several months apart. After the first visit,Zia - AI Assistant is now integrated with Zoho Projects iOS app
Hello All, Zoho Projects, your favorite project management application now supports Zia. Zia is an AI assistant that helps you to perform various actions like adding tasks, assign bugs, change bugs status etc., effortlessly. You can use Zia either via voice/ chat commands. Zia can be accessed from the Home page of the app by tapping the Zia icon at the top right corner of the screen. Below are some of the commands that the Zia functionality supports: Assign bug Assign task Bug due daysBudget for recurring project
How would I budget for a project that resets each month? For example a project that allows 100 hours per month. I need to make sure I stay under that each month, but have not found a good way to do this. Thanks!Zoho Projects Forum View Options
Good Day, It will be useful to be able to view the Forum threads from newest to oldest.How to : set a task to invoiced
We currently created a statuslabel "invoiced" within the status "closed". But now we want to create a connection between Zoho Projects and Books. If we create a invoice based on a project it gives all the tasks. That's great but a couple of tasks are allready invoiced within our old invoice system. How can we set a invoice state to a task so it wouldn't show in Zoho Books.Project associated with Deleted Client
I have 3 projects that were associated with a test client account I was using to explore the functionality of giving clients access to projects. The Client account I created has been removed (can't search in CRM to find it). But when I list projects "View by Client" the Missing Client Account appears on the list with the 3 projects listed. How can I dissasociate these projects from the dleted Client account?Some characters display as HTML entities
Just found out that quote and may be special charaters are displayed in HTML entities... See ScreenshotAdding URL field in Projects tasks
Hi, I use Sharepoint as a repository for my documents. As there is no option to use it like Docs or Google Drive, I want to use as a workaround a link from the task (or Project) layout. Recently, I found a new field called URL. I have added to my task layout but it is not working. I just behaves as a standard text line, no hyperlink in it. Any help? Thanks in advance. Regards.Assign different Timesheet Settings to different projects
Timesheet Settings are only Org based and different type of projects require different approval process, log period and log restriction. Please consider adding the possibility to define this on project level as well.Sort of Completed Tasks in the Tasklist
completed tasks goes always at end of the view of the tasklist, no matter where they stood before. is there any way that the task will be at the same postion in the view were even when it's complete?Google Chrome Display Issue
Hi, Please see attached image. Small display issue with Google Chrome Doesn't line up properly. Works fine in FirefoxZoho Projects - REST API Wrappers
If you are using our REST API, you must check out our wrappers to make it even more simple. You simply need to download the wrapper of your choice, drop into your project and start working. You need not worry about the parameters and interfacing details, everything is already bundled in our wrappers. Zoho Projects has official API wrappers for the following languages: For Java https://github.com/zoho/projects-java-wrappers For ObjectiveC https://github.com/zoho/projects-objectivec-wrappers ForEngage in effective communication via 'Forums' in Zoho Projects iOS app
Hello Folks, We are excited to announce that our new updated version (v3.2.5) of Zoho Projects iOS mobile app is live. The new version of the app covers one of the most asked for features. Zoho Projects iOS app now supports the 'Forums' module. Forums, is a place where you can collaborate with project members and brainstorm new ideas. Unlike emails, you can check out the topics in a central location. In Forums, you can start conversations using the Q&A section, sticky posts and make announcementsZoho Project unable to load tasks across zoho
Recently, I faced a weird issue in Zoho Project in which no task from any projects were able to get loaded. This brought a halt to my organisation operations as we manage everything from zoho projects. It took Zoho 3 days to fix the issue. Additionally, in Zoho analytics all the reports crashed and landed in trash as they were all connected with Zoho projects. This is disastrous. Did anyone else faced the same issue ?Tip of the Week: Task Dependency
Task Dependency - a feature that allows the users to establish dependency / linking between tasks within the project. Points to be noted with respect to this feature: Task Dependency can be set only from the Dependency View section within the Tasks & Milestones module Tasks setup with duration (start & end date) will only be displayed in the Dependency View The supported dependency model is Finish to Start Dependency can be established only between the tasks in the same project A task can be dependentAdd Options to Print Calendar or Export to PDF
Hi, I've used the Zoho Projects for a days. It would be great if Zoho Projects add options to Print or Export to PDF in Calendar Menu. If I manually print the calendar page using the default Chrome print. The print result will appear far from expected.Convert tasklist w/ task to a tasklist template?
Hi, I found out one of our user created a tasklist with tasks which could be befenicial for other projects. As the list of tasks is rather long, I would like to have it as template. It would be nice to be able to convert my user tasklist as template. Ididn't the function if it exist ! ThanksGantt Chart Hide/Size Columns Needs Work
Screen real estate is a premium. The Gantt Chart seems to have no way to size, remove, add or reorder columns? For example, I want to see the task owner without scrolling right. Currently the Completed Date comes first with an over-sized column chewing up screen space, then comes the Owner. See example in attachment. We need to be able to Size, Remove, Add and Reorder Columns in the Gantt Chart Report. The above is a simple matter in MS Project.Search Function doesn't seem to work
When using the search function in Zoho projects I feel like I must be missing something because any time I use it to search for task names, issues, or comments, I never get any results. I have never successfully searched for something and found it using the search function. In the included screenshot, I am searching for a task named 'Single Trip Groups'. No idea why it says no results found. What am I doing wrong?Accessing a Custom Field when creating a Task with Zoho Projects API
We've created a custom field called Target Date through the Zoho Projects Portal, and are now trying to access that field with information I'm passing to it. First we thought just formatting it as a JSON string by hand would work, but it didn't so we looked into the structure more. When we get the project details of a task that already includes a Task Date, we get this structure: 'custom_fields' => array (size=1) 0 => array (size=3) 'column_name' => string 'UDF_DATE2'Zoho account and API Zoho Project
Good afternoon, I am making an implementation of the Projects API, when I make the request for User Authorization Can I add the client's site as an authorized site in my Zoho account so that it does not ask me for authorization again?Private Task
Hi I am looking to add some private tasks that are not meant to be shared by all the employees. Is there a way to add private tasks? Rgds AkshayInternal Task List on External Milestone
It would be great if we could have an internal task list on a milestone thats external. befoundBig Problem after Changing Bug-Ticket Layouts to Projects
Hey ZOHO-Team, we have just started to cleanup our old Bugtracker Layouts and merge them to just a couple of layouts. After that we have (of course) some "Status & Workflow" Entries which are not longer needed. So we start customizing them by deleting and matching them to other statuses. After finishing the cleanup we want to save this new Status Layout and ZOHO Projects Create atleast one closed status But we have of course a closed status as you can see attached. We are not able to save this.Custom fields are gone
Hello! My company has been using custom fields for a while, but today they disappear. I realized this after accepting an 'Refresh' request in my browser earlier today. Is there anything I can do to make them reappear?Zoho Projects: Q3 Product Updates
Hello everyone, We rolled-out some interesting updates in Q3. Here is a brief description of the features: Zoho Sprints Integration Teams can now work on both Agile and traditional project management methods using Zoho Sprints integration. Project Budget We have enhanced the project budget feature. Zoho Projects now supports, task and issue based billing, milestone based budget, and forecasted cost. Formula Custom Fields Create formula custom fields by passing arguments, values, or reference to otherMentions not working in Project Channel
I've noticed that mentions (e.g. @username) don't work in the channel we have setup for projects. We've got Cliq integrated with Projects and in these channels, mentions don't work. They work fine in cliq-only channels.Can't specify index and range for tasklogs.
I'm using the GET method of the Zoho Projects API to get the tasklogs of a specific task and I'm facing some trouble. It seems that tasklogs are not responsive to the "index" and "range" params, as its length is allways 99, no matter what values I pass to these params. Please kindly let me know how can tasklogs "range" param can be set. For more clarification, bellow you can find the steps I followed in python: import pandas as pd import requests import json url = "https://projectsapi.zoho.com/restapi/portal/+portal_id+Global Project Timeline Gantt - Filter by Group
Hi, We have created groups for our projects, including for example, live and tentative projects. When viewing the global Project Timeline Gantt we need to be able to filter this to show by Group, for example, to be able to see only current 'live' projects or only 'Tentative' projects or only by client.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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