bulk edit on task layout custom fields doesnt work
bulk editing a set of tasks works fine when you are bulk editing the status of the tasks, but it does NOT work when you are bulk editing one of the custom fields.Access /portals/ API via OAuth2 authentication
I'm trying to use the /portals/ API to fetch the list of portals that I have access to. I'm using the following API call:- curl -X GET \ https://projectsapi.zoho.com/restapi/portals/ \ -H 'authorization: Bearer <my-access-token>' \ -H 'cache-control: no-cache' \ -H 'content-type: application/json' \ However, I'm getting :- { "error": { "code": 6500, "message": "General Error" } } Any pointers on what I need to correct?Gamescope for freelance, one person / one player
Hello, I discover Gamescope and I'd like to create trophies and badges as milestone for myself I'm freelance and work alone, but create a "game" requires 2 players minimum ... Does this mean I cannot get any points when I finish a task ? Thanks in advance for your help Kind regardsText overlap in menu for French version
For information :How to create 'Cost Plan' and to view the 'Actual Costs versus Planned Costs'?
Dear All, One of our prospects need to define 'Hourly Rates' for each of their resources ( Users ) ( That is OK in Zoho Projects ) Question 1 They need to create a 'Project Plan' creating tasks setting duration and allocating resources to these tasks. After this they need to see the 'Planned Cost' of the project. That is a simple mathematics. Please check table below. Our prospect needs to see a calculation for the 'Planned Cost' total of the project. They will use this 'Cost Simulation' to plan,Enhanced dependencies
Hello, For most simple projects the dependencies in Projects works well. A task takes longer/shorter then planned and impacts all subsequent tasks Answering what-if scenarios, like adding additional resources or if there is a project delay Projects can accommodate the above. However, most of our project schedules can get complex and that is where Projects dependencies falls short in a couple of areas. Ability to add a lag time to the dependency so that it is tied to the completion date of theCustom Fields in Zoho Projects
We are pleased to announce the launch of the much awaited Custom Fields in Zoho Projects. This is one among the first few significant launches for Zoho Projects for this quarter. Custom fields basically, lets you add data specific to your business needs in online project management. Say, you are in Häagen-Dazs and you are about to place your order in a few minutes. Your favorite Belgian chocolate has gone out of stock and you are a little upset about it. What would you do next?! In no time, youZoho Projects 2017- Year in Review
2017 was incredibly amazing for Zoho Projects! As we’ve jumped into 2018 on the double, here is a recap of all that’s happened the past year. Check out our what’s new to know more about the features we’ve rolled out in 2017. It was quite a year! Thanks for being a part of Zoho Projects 2017! We’re expecting more features to come out this 2018. Be a part of awesome things that are yet to come!Zoho Projects "What's new" page RSS Feeed
Hi, it could be nice to have a RSS feed for your "What's new" page (https://www.zoho.com/projects/whats-new.html). That way we could be kept updated without checking constantly that page.What notifications and emails do clients receive automatically?
I'm doing work for a client's client. Primary client doesn't want secondary client to have any info until completion. This morning primary client emails saying "don't send other guy any docs." Secondary client emails asking about 7 files that were sent to him. I DID NOT send anything to secondary client. So my question is this: what in the ever loving universe did Projects send to the secondary client!? This is a rather large issue because these are brand new clients and I'm not impressing themGlobal notification
Hello, I have some trouble with my colleague with notification and I can not find an answer in the settings or in your forum. We have some common projects et we need both to receive all activities. Nevertheless, when I post a message in the forum, she receive a mail. But when the client or I send a comment in this same forum, she does not receive it. Only the creator of the forum receive it. How can we receive all activities of the project ? Thank you in advance, Edouard VoituriezSort View by Client alphabetically
Hi, It would be a great help for us if we could sort the Projects > View by Client overview alphabetically (and maybe others as well!). Is there an option available to do this? Cheers, JesseRemove a dependency?
Hello! In the pop-up that shows task predecessors and successors the help says there is a link that can be clicked on to remove a dependency. How do you get that link? I don't see it at all for either a successor or a predecessory. Thanks!Resource utilization: changing work hours per day changes the workload defined in the task
Hi, I planned my tasks adding fixed hours for each resource, let's say: John works 5 hours and Julia works 3 hours to complete a task. If I see that they are overallocated I thought to change the hours per day but WITHOUT changind the estimaged working hours. How can I fix ghe estimated hours? Estimated hours should change just in the task editingError occurs while publishing my site
Error occurs while publishing my site kindly resolve this issue http://healthy-cake-boxes.zohosites.com/Dependency issue
I've suffered a lot with the depency setting with Zoho Projects. Here is the story: Our company needs to repeat several projects every month, so after creating a project and setting the dependency I've convert it into a template. But there's one thing doesn't fit the Zoho Projects dependency logic in our project which is: instead of one task begins right after the the task that depended on finished, some tasks should begin several days after the previous task is finished. So, after converting theDependency Issues
I've been spending a lot of time trying to get the Dependency feature to function correctly. Theoretically, any date depending on another should retain the time/date gap between the two, correct? I have around 100 different tasks in my project, and A)it's been extremely tedious to link dependencies between the lot, and B)once I had it set up, it didn't work. Instead of retaining the gaps between the linked dependencies, it bunched them all together, end to end. You'll have to pardon my ignoranceTask completion notification
Right now, there's an option to send an email notification when a new task is assigned, but I can't find an option to send a task-completion notification to the person who created the task or the milestone owner. Am I just missing something? Without that feature, it's very difficult to manage projects completely within the zoho environment. The notification should say the task was completed and include any notes that have been added, so that we can keep all our project-related correspondence withinSetting Dependency, Best Practices
Is there a way to configure a Task so that the Start Date is automatically calculated based on the Duration and the Dependency? Right now I am manually calculating the start date based on the predecessors end date. There has to be an easier way. Please advise.Dependency
Hello; I whant to know how can I do dependecy, not only Finish to start (FS), but Finish to finish (FF) or Start to start (SS). Is it Posible?Tip #17: Task Dependencies in Project Templates
Tasks are the basic blocks of any projects. Their interdependencies drive the project and are a major factor in determining if the project stays on track. Setting dependency between tasks for every new project could be tedious. When you create templates for projects, you can also create dependencies between tasks and reuse them. Setting up dependencies for project templates is easy. In the Projects page, go to Templates and select your project template. Click on Tasks and select Dependency view.Resource utilization: if period is month, the month name is missed!
Hi I set work time unit=work in hours and period=month. No way to see the name of the month so is terrible to move forward and backward. I would suggest to add the name of the month Thank youPermission to users to edit or delete tasks and documents exist?
Permission to users to edit or delete tasks and documents exist? I saw a post on the forum about 2 months ago, where you say that the implementation of permissions has not been done in Zoho. The concern always falls on customers or external collaborators, because although there is a notification of change of tasks, it is necessary to restrict updates only for project managers. There is provision for release permissions, that is to say, it is something that you learn to develop in the future? I canAdding new task to all existing tasks lists currently open
Looking to be able to add a new task to a task list template and have the option to automatically add it to all current tasks lists. Reason: We are a franchisor. My job is to help new franchises get open. We have a team of 5 departments that each have their set of tasks (marketing, legal, operations, administration, technology). Each department will have one to two task lists. The process is the same for each new opening. At any given time, we can have 10-15 new franchises in the opening processOne Click To Stop Timers (New Update Adds Unecessary Steps)
Hi there, I see that we got a new update to pause timers. However, the number of clicks to close a timer has increased. Before, you close a timer with one click. Now, you have to click and confirm that you are closing the timer. Is it possible to click once to stop timer? Otherwise, we are just adding unnecessary steps for tasks that are already set as billable or non-billable at the default project level. Thanks, Chad ANeed ability to create work flows in Projects
Would like to be able to create some automation / work flows in Projects like we can in Zoho CRM. We have a number of tasks that when completed, would create a task automatically.Task reminders for Project Template
I can't seem to find the task-reminder setting within a project template. I'm creating many tasks in a template, and would also like to setup a default reminder for each task. If possible, how do I set it up? If not, what is the logical restriction in my approach? many thanks.Export all the project descriptions
Hi, is there a way to export all the project descriptions into a single spreadsheet or document? Many thanks, CeliaDo invited users need to pay for Zoho Apps?
I run a small business and hire freelancers only when needed. I would love to use Zoho Projects to manage my projects. My questions is: If I create a Project in Zoho Projects and invite a freelancer to collaborate, will they need to pay a subscription for Zoho Projects even if they might only use it once on this particular project? In my case I can have jobs throughout the year each of which require me to hire different collaborators for each job. If I had to pay full price Zoho subscriptions forPrioritising Bugs
I am trying to prioritise bugs for my engineers, but I can't find a way of re-ordering the bugs in priority order, except by fudging it with due dates which I don't want to do. I can reorder the bugs on the Kanban board, but this doesn't seem to be saved anywhere.No 'notes-field' in ZOHO-Projects?
L.S. I am trying out ZOHO-Projects (so it is the free version) and I find that there is no field to add notes to tasks. Is that correct? Now I am using 'comments' to add notes. That couldn't be right, is it?ONE DOCUMENT IN SEVERAL DOCUMENTS
Is it possible share documents for several projects? one document must be available in several projectsCircumventing the architectural structure of 'Projects'
Is there a way to circumvent the architectural and structural mold of ZOHO-Projects? With certain (small) projects the obligatory 'mile-stones' and 'tasklists' are sometimes cumbersome and unnecessary and it becomes a heavy task and a hassle just to set up the project. I find that the mile-stones and tasklists can even actually clutter up the transparency and oversight of a (small) project. According to the GTD (Getting Things Done) methodology a project is something that requires more than one actionProblem with Projects Dependency View
I am trying to set up dependencies between a number of tasks in a new project. When I enter a row number in the Predecessor field and move to another row the value I entered just disappears. I have tried a number of times, including logging out and back in and rebooting my laptop. I am using a Chrome browser on Windows 10.Multi-day event
Many of our events are multi day workshops but the Events does not allow for an end date- only a start date. Is there an easier way than having to create a separate event with all of the participants for each day of the event? It is quite time consuming. Thank you.Use Zoho Docs to expand Zoho Project storage capacity.
Is there a way to sync documents uploaded in a project, to be storage in a Zoho Docs account?. Or is it possible to export the whole documents uploaded to a project to Zoho Docs, once a project is finished? Thanks.I only have (1) project and unable to load issue tracker (bugs)
Even though it says press here to enable bug tracker for 1 project, nothing happensChange to subject line for Zoho Projects email notifications
Hello - It would appear that Zoho has changed the way subject lines read for email notifications from Zoho Projects. Previously (as of last week), the subject line would read: Hey, you got a comment for "[forum name]" topic. Now they read: [user name] commented on forum This means that emails are being grouped in our email application by sender rather than by project/forum. Is this a setting that can be changed?Transforming a "Subtask" in to a "Task" of a Task List.
Hi all ! I'm using the free edition of Zoho Project. I created my task list, under this, I created some main tasks and under these main tasks, I created subtasks. The problem is in the Kanban view... the subtasks are not there.... So, I'm trying to change my subtask to a tasks.... but the I did not find option to do that in free edition.... Is there any configuration to enable it? Or, We have to upgrade the version to have this feature? Rgds, Mzoho projects tutorial video where all the functions define
Hie, I'm Trying to Learn about some zoho Apps ,made up one testing Project on Zoho Projects (below in pic) but there are many things may be im missing i think , there is chance to get zoho projects tutorial video where all the functions may define ?Next Page
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Learn 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 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.Projects and google maps
Is there a way to integrate google maps in zoho projects? I would like to show a map of a custom field address within the project. So that we can view that address within the project. Also even a better step would be to be able to create custom my maps
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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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