Auto 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. Regards
Can 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 tasks
How 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 relevant
How 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 on
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 you
Location 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 everything
On 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 emails
2 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 de
ZOHO 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: Microsoft
Create 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.
Import/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 a
Ability 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 you
Using 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 customer
Explore 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 days
How 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 regards
Restrict 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. Rodrigo
Spotlight #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 Zoho
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.
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