Invoices & Expenses API Zoho Projects
Hi, I want to fetch the invoices and expenses for a given project via API but I'm unable to find any documentation on how to perform this. Is it possible to do it, or doesn't Zoho projects support this feature? Thanks in advance.Reporting on tasks and bugs
Does anyone have a way to produce a report that shows all tasks and their associated bugs in one report view?zoho projects
I am interested in using ZoHo Projects. I created a portal yesterday but was not offered a trial option with some of the paid features? Is it possible to get a trial? ThanksCreating tasks without an owner
It'd be very useful to have the additional two options available for task ownership, when creating a new task: 1: The option to set a 'default owner' for all tasks. Especially useful for small business where all/the majority of tasks are for one person 2: The option to set the 'owner' as a required field when creating a task. This saves there being unassigned tasks. Currently, it's too easy to create a task that doesn't have an owner, and it's those tasks that can easily get lost, so a way to forceIs anyone using Zoho Projects Timer?
Two features that I need in order to use the timer are 1) Ability to change field values before the timer saves the record * Fields like Notes, Billable and even Task and Project 2) Have start and end time fields filled in when timer is stopped. * Currently it records the total time in the hours field and the Notes field shows from and to time. I am curious if anyone uses the timer and if not what else do you use? Regards, GlennAPI Add Time Log From/To times can not be added
According to the docs we can only add the hours and not the from and to time. https://www.zoho.com/projects/help/rest-api/log-time.html#alink2 I see the fields are called start_time and end_time from when I get All Time Logs where those values were entered manually. Unfortunately, when I tried to add them as parameters they were just ignored. Is this just an oversight or planned in the near future? Regards, GlennAsk the Experts: 5-hour knowledge exchange marathon on 'Task Custom Fields' in Zoho Projects forums.
Hey folks! The Zoho Projects Community is launching 'Ask the Experts' on Nov 9, 2017. The Ask the Experts initiative focuses on issues that frequent the support desk and hence demand expert advice. We'll be kickstarting the session around 'Task Custom Fields' as it has invited many a query on the forums. 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. Go ahead and begin posting them as commentsCreate Project Automatically??
I'm a new user and I've been tasked with creating automated workflows. I have Z-One and am using Projects to make my task lists. Here's what I need: Someone completes a webform on site (either using our native Zoho forms, or Gravity Forms on site) and it creates a new project based on their First & Last Name, and then triggers the "INTAKE" milestone, including all the associated tasks and subtasks. This way, my intake department can see their dashboard update with new projects (clients) and the associatedAttachments like in CRM
I like the Attachments feature in Zoho CRM on the left side of the screen in Related Lists. I use it to add URLs/links to Contacts, Leads, Accounts, Cases, etc. I find it very very useful. In Projects I don't find a similar feature. I see where I can attach docs, but am forced to add it to a folder for docs, spreadsheets, pdfs, etc. I don't understand why it is designed this way. It seems clunky and arbitrary. It also seems inconsistent with the other apps. Can anyone enlighten me??Difference between Zoho Projects and Zoho Bugtracker
Hi, Just looking through the Zoho One suite and saw the option for Zoho Projects and Zoho Bugtracker. After inspection they look almost identical, could someone please explain if there is any difference as we wish to make sure we are managing our applications correctly. Thank you again for having a look.No Start After or Duration in Project Template
I spent hours setting up a project just right and made a Project template from it. I open the template and there is nothing in the "Start After" or the Duration fields for any of the tasks. I have at least one other Project template that does have values in these fields. What am I doing wrong?Task Description Open by Default
With the new layout the task description is collapsed by default. This is causing issues with our team missing important details that are included in the description. I think it would be ideal if the description was visible by default, or if this would be available as an option in the Setup screen.How do you use Task Lists?
I'm new to Zoho Projects and I'm trying to figure out the best way to use Task Lists. I've noticed that sometimes tasks are shown grouped by their Task List and other times they are shown with no grouping. When do you decide to use a task list instead of sub tasks?Can i allow login only by google apps?
hi We use google apps for email, and i want to allow portal users (and not client Users) to login only by google apps, and not their username and passwords. Please helpAttachments (URL links) in CRM Modules...planned for Reports ???
Hi One of the features I use extensively in the modules Zoho CRM is Attachments. I use it in the Leads, Contacts, Cases, Campaigns, Solutions. I use it heavily and really like it. I'm baffled that Zoho Reports doesn't have this feature. Or am I missing something? I am relatively new to Projects so maybe I'm not aware of it. Are there plans to add it? Or could you add it to the feature requests? ThanksFiltering of Tasks/Subtasks
I have many tasks, in a task list, and those tasks have up to four levels of subtasks. Is there a way to show only "matching" tasks when filtering - not higher level (in the subtask hierachy)? What i'm seeing is that when i filter in the Classic View - it is showing me "ALL" of the higher level tasks even when those don't match my filter, if one lower level task "DOES" match my filter. Due to the number of tasks in the hierachy, it's as if there is still no filter applied - even though there obviouslyADMINITRATIONS FOR DIFFERENT GROUPS
I have created separate GROUPS for different Departments in my company and each Group has an administrator. We don't need/want to see each others Projects and it needs to be that way because they need Admins rights to manage their projects. It would be nice to be able to customize the Admins roles to have just visibility of their Groups.Zoho Projects Calendar to iOS Sync Time Zone
I am subscribing to my iOS device calendar using Zoho projects, but the time zone on my device is off 1 hour from the Projects calendar. We are in an area of the US with Daylight Savings Time and think this may be the issue. Projects is set to EST and device is as well. Any ideas?Problems calling the UPDATE Task API
When calling the UPDATE API i always get a 400 error response with the content 6500 General error. My HTTP Headers : POST /restapi/portal/6437#####/projects/1042724000000######/tasks/1042724000000######/ HTTP/1.1 Form params content : authtoken ##########6f2b60ae2############# name Création du service Yoamo person_responsible 6434##### duration 0 duration_type hrs custom_status 1042724000000148319 I am using similar technic for the CREATE call and it works fine. I only do the update because youHow to changes project owner using ZohoProject API'S
Hi Team, We are using Zoho Project API to create/Update projects, when we are triying to change project owner for the existing projects its throwing this error {"error":{"code":6401,"message":"Unauthorized Access"}}. Please let me know how do i change project owner for the existing project using API's We are using Token of current project owner. Sample Post URL - https://projectsapi.zoho.com/restapi/portal/ComapnayName/projects/37792400000000/?authtoken=0023djskdfff&name=test66&strict_project=1&status=active&UDF_CHAR1=FixedZoho One Projects.
We have Zoho one and projects. What is the limit of number of projects you can create?subtasks can't be re-ordered.
Great feature for tasks, but really limits if you can't reorder subtasks.Task filter
Hi Zoho team, Have any way to show all activity/task of one member in a time frame? Like all the task that one member do in a week. Thanks.Can't add the Portal Users in Zoho Projects
Hi Viewers, we are using the Enterprise Plan Trial version in Zoho Projects ,in this we can't add the Portal Users. So please provide some idea about to adding the Portal Users into the Zoho Projects. Thank YouView all tasks across all projects
I am trying out Zoho One. I manage a small team of developers, we are all working on multiple projects. The first thing I looked at was Projects and Tasks. I have created a few tasks in a project. But where can I see All Tasks I have? Independent of project. I may have several tasks across multiple projects to do today for example. Where is my today view, and all task view? I would like to order tasks on priority and they may tasks for multiple projects. But I can only see tasks in a per projectAgile features
We are testing Zoho projects as one of the alternative approaches for agile IT product development. However we are unable to find a list of features that we see as important. Is it possible to: 1) Specify task duration without setting start date? We first define our tasks and then we select which to attack in every code sprint, we do not have predefined start/end dates. 2) Add a longer description of a task (in addition to a short title) or only comments are allowed? 3) Create user stories or otherwiseZoho projects API unable to create subtask with start date
Good morning, I noticed a bug with the Zoho projects API. When creating a task, I was able to create a task and set the start date and end date. However, when creating the subtask I was unable to set the start and end date. Python pseudocode follows: # Create the root task post_params = {'authtoken': authtoken, 'name': task_name, 'start_date': '11-01-2017', 'end_date': '12-01-2017', 'person_responsible': assigned_person,Cheers! Here's to Zoho Projects 6.0!
We are thrilled to announce the most-awaited launch of the year! We have come up with the fine new look that works just for you, and it’s more efficient than ever. It comes with the best customizing features to help you work on projects seamlessly. Key Enhancements More customizations: You can productively manage and customize your projects as you desire. It's all in your hands, get the most out of it! Enriched details: We have cleared the clutter and just made details section look smooth. Completely15 days free trial
Hello, I need a software like Zoho Projects. I used the free version of it and i’m really interested in buying the other version, but there are some questions before i do. I would be very glad if you answer me as soon as posible so I can start using Zoho. 1ª – I’m interested in knowing better about the Premium Version, would you give me a 15 days trial so i can present the software to my directors? 2ª – About the translation to portuguese. Will the Premium Version be better translated? BecauseCannt add a client user
hi I can add a client company but not a client user. why? I am on premium planTimesheets
hi, Can i approve timesheets by users , and not going on individual projects?Where is Description field in the new Task Layout
I am not seeing the "Description" field in the new Task layout and I don't see it as an available field to be added. Where did it go?Add key codes and friendly URLs to projects, tasks and bugs
You should consider a full review of how projects, tasks and issues are identified. I was a Jira user that moved to Zoho Projects and one of the features our company misses and needs the most is the ability to refer to a task or bug with a simple code instead of a lengthy - not useful - number. For example, when creating a project, ask the user to set a project key (4-5 letter unique code). Thus all tasks and bugs are created with this KEY as a prefix. Of course, this hast to be shown in the URLHow do I move a closed task to a different task list?
At the end of the day we need to print all of the tasks that were closed that day. After the tasks are printed, I would like to move them to a different Task List so it is clear they don't need to be printed again. Once a Task is closed, the box next to the task that you can check when it's open (to move, change priority, etc) is gone. I need that box back or some other way to move the completed task. How?Description task problem
why the description is no longer visible in the task management form? Many thanks TerenzioUser with contractor role can't change the assignee in a ticket
Hi! In Zoho Projects with the bug tracking system, a member of my team with the role Contractor should be able to change the assignee according to your role chart but she can't. I look at the javascript code (in the Chrome console) and I could see that there is a javascript error that may be the problem.Zoho Docs API
I currently am using using this method for uploading files: https://www.zoho.com/projects/help/rest-api/documents-api.html#alink4 It has a message at the top of that page stating that the api is deprecated. As of yesterday, it seems that I can no longer upload files via this method. The server replies with an empty array and no file is created. Using the Zoho Docs API documentation I cannot determine how to upload documents to a specific project. Does anyone have updated documentation or guidance?Milestone chart (gantt chart)
Hi there, I notice in one of your videos on youtube you show there is a milestone view on the gantt chart, but on my free account there isn't. Is this a feature within the paid for accounts? We are very small organisation with a few projects on the go and are looking to find software that will help us with project management. If it is going to cost us, we will continue to use our current solution however. Thank youCan not add bugs for certain projects
Hello. We have 4 projects in Zoho, but can only add bugs to 2 of them. What might be the cause and how to solve that? RichardMilestones from imported MS Project
I am starting to use Zoho Projects for a collaboration solution in project management. I am able to import from MS Project and it populates the Tasks in the corresponding Zoho Project, but there is no way to associate the project's tasks to milestones created for following up project execution. Has anyone found a workaround to associate tasks from imported MS Project to Milestones in Zoho Projects? Also, in MS Project I have each task with some custom fields that I would like to be included in theNext Page
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Power of Automation :: Clone the details of the Parent task to its sub-tasks automatically
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateLearn 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 keep
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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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