Creating new project from email
Hello, Is it possible to create a new project from an email? Either directly or by forwarding it to a project? This feature exists in a lot of the top project tools on the market. I would be surprised if its not in zoho projects. Ryan.Time Zones for Users
I've searched for this topic, but the only answers I see are from years back. We have users all over the country. is there a way for them to set their own time zone? This is important and should be a standard setting, but I do not see how to do it.How to use milestones and task lists effectively
I am trying to use Zoho Projects for my development process. My goal is to manage project status and provide reports to the customer. I am developing an app (2 apps to be precise: 1 for Android and 1 for iOS) I originally thought my milestones would be: 1. Analysis and Design 2, Android Development 3. iOS Development 4. Web Console Development 5. Quality Control 6. Deployment But then I needed a tasklist before I created a task so it was sort of duplicated with tasklists being a superfluos duplicatePossible to prevent duplicate Project Names?
Is there anyway to prevent a duplicate project based on the name field?using projects for business coaching
has anyone set up projects for coaching clients? Ideally, I want to be able to give my clients a log in to a portal where they can update goals, tasks etc.time tracking with automated screenshots
Check outhow hubstaff is taking screen shots while recording time spent ... any plans to implement something like that directly in zoho time trackerFor Creating Checklist
On my zoho project, I want to create a checklist but when I navigate the settings and go to Marketplace only "CONNECTIONS" option. their is no ALL APPS option in my Zoho Project?Gantt to Pdf: formatting and margins
It seems thare are no ways to format a Gantt exported in pdf: No options for margins (so it's impossible to print it) No options for page dimensions (we can need an A4 or A3, not the "Letter" size) No options for title bar, neither for a header or footerWhat is the point of Zoho Projects under Zoho One Plan?
Hello. I feel like Im missing the point. We are slowly implementing zoho apps in our company. We are happily using CRM, Creator, Books, Sign, Mail, Workdrive, Writer and Flow. So its time to learn something about Zoho Projects and seems like featuresWhere is the Trash in Project?
I trashed a template (today) & want to restore it - but I CAN NOT find the trash! I got a message saying I could restore the template within 30 days, so it should be somewhere. Please help!Best Practices for starting in Zoho Projects
I have read articles and watched videos but what is the best order when starting to use projects? Templates Milestones Task Lists: Tasks Blueprint I don't want to start in one place and then discover that I needed to start somewhere else. Thank you!Trying to figure out how to update every subtask status when the main task status changes
I'm trying to use custom functions to update every subtask status to match the main task when it changes, but I'm getting nowhere. I'm surprised this hasn't been asked before, since it seems like a fairly simple concept, anyone have any idea how it couldIs it possible to remove yourself as a project member?
Occasionally other teams will add me to their projects whether or not I want to see those updates. When i got to the users list I am unable to remove myself from that project. Is this an option? The projects are cluttering my viewing dashboard with projects I have no involvement in. I know I can simply ask an admin or project manager to remove me from it however it would be much easier to be able to remove/trashcan yourself from a project than reaching out. Thanks! -AaronScheduled Reports
Wondering if there are any plans to add scheduled reports to the roadmap? I'd find it useful to have a timesheet report emeailed to me once a month, It would save a job and some clicking.Zoho Project Calendar syncs with Outlook Calendar
Hello team I want to connect my Zoho Project calendar with my Outlook calendar. I have followed all the steps provided in the documentation. The issue I am facing is that, initially, all tasks are successfully synchronised with the calendar. However,Project Approval Process Workflow
Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of theProject Status Sort Order alphabetical instead of chronological
Shouldn't Project Status sort order follow the custom order created in the Layout settings? Am I doing something wrong?Project End Date
My company works on accounting, and as such we work on very strict deadlines for projects. We have generated both task and project templates for each type of project without any "durations" or "start after", as the only important thing for us is the specificCompact View in Zoho Projects Calendar
Currently, when more than three tasks are scheduled for the same day, we need to click on the "+" sign to view additional tasks. This setup poses a significant issue, particularly when exporting the calendar to a PDF format. Not all tasks for a givenRecover a Task List that was deleted by deleting a 'Milestore'
Hello. I am guessing you can't recover this, but i need to ask anyway, as its a project that is set to launch in a week and we have lost months of work and documentation. I deleted a 'Milestore' that was created long ago, but was associated to main Task List. I didn't realize my main task list would be deleted ( figured it meant a task list associated to the milestone ) Can this be recovered? I can provide better details.. i have to think this is still in your database? Please! thanks danielBuilding extensions #3: Publishing, sharing, and installing an extension
The primary objective of developing an extension is to have it bundled and published as a plugin—either privately within an organization or publicly in Zoho Marketplace—so that users can benefit from the extension's functionality. In previous posts, weDifference between internal and external tasks/milestones
What's the difference between internal and external tasks/milestones? Is there a help link within the project site for stuff like this? Thanks for any assistance provided.Update Custom Fields Value in Zoho Projects - API
Hello all In this document we will see how we can update the custom value of zoho projects Get Custom Value of zoho projects.... PortalID = "Your_Portal_ID"; GetProjectDetails = invokeurl [ url :"https://projectsapi.zoho.com/restapi/portal/"+PortalID+"/projects/customfields/"Upload An Attachment in Zoho Projects Task - API
Hello Team I am trying to upload an Attachment in Zoho Projects Task by the API but this is not working can you please check the code that I am missing in this? Sample Code PortalID = "725833080"; ProjectID = "1688514000000448005"; TaskID = "1688514000000558005";Zoho Projects Android app update - Database encryption
Hello Zoho Projects Community, In the latest release of Android version (v3.7.13) for the Zoho Projects mobile app is paced with the features that elevate the security of your data. Here's a quick walkthrough of the key functionalities introduced: 1.Power of Automation:: Streamlining Task Status Synchronisation with Project status.
Hello Everyone, Here we are again thrilled to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. We should create a connectionDealing with part timer users in Projects
Hi there Are there any plans to add user based working hours to Zoho Projects, so we can specify that someone only works Monday-Wed for example, with the ability to prevent a task being logged for a non working day, or a pop up alert.Project Templates & Blueprint Templates
I am trying to have a blueprint activated, when a new project (based on a template) is created. So the blueprint restricts the whole new project created. I have done several tests and the blueprint does not get applied to the created project from a template. The criteria to execute the transition is "created by", and i have added all exisiting roles. It appears to be half working, becuase if i add a new task, the blueprint is activated in that task, but the prepolutated ones (from the template)Gallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.Resource utilization report + Zoho People: wrong workload color?
Hello, I use Projects + People in order to sync hourly and daily leaves and have a clear view of workload and available resources for each task. I see the Resource Utilization report and the task creation start/due date calendar have different behaviorsshowing calendar weeks
Hello all, we are using Zoho Projects and I have a question is it possible to show calendar weeks in the calendar of Zoho Projects, like week 4 next to the days 20th till 26th of January and so on, this would be really helpful. Does anyone know if it is possible or not? Thanks in advance for your replys!Zoho Issues export to pdf & adding custom columns to Issues view
Is it possible to add an option to export the Zoho ISSUES in pdf format? Currently, I only see an option to export as Excel and CSV. Is it possible to show the DESCRIPTIONS field in the Issues View or add a custom column named "DESCRIPTION" and anotherDefine modules for project
Hi. There is an "Module" field in the Bug form. Where is it possible to define modules for a project? Thank you for your response.Webhook for Task Movement Between Projects.
Hi, In Zoho Projects, under Task Automation > Workflow Rules, I can create a workflow rule that executes on task updates in certain fields. In my workflow, I sometimes move tasks between projects. I would like to execute a webhook when a task is moved.Issue List Export
When viewing all Tasks, there are options to filter the list and export. With the Issue list, I can filter, but not export the list. Is there somewhere else to go to get an exported list of filtered issues?Power of Automation - Automatically capture the last modified time of the task into a custom field
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. Here is the requirement The customer would like to get a field to capture the last modified time of the task. He created a customDispute ticket
We want to move our dispute tickets onto that platform. We are also moving our tech bugs onto that platform. I want to get familiar with how it works. We want to come up with a workflow that is easy to manage and shows us the reasons for the refundHow to Transfer Zoho to Asia data center
Hello, I do not know why am I at india center as I am at Asia and my supposed to be team/org is RUMBLE ROYALE. Please help me transfer asap/Impossible to move a task list to a milestone?
It seems to me that a milestone should be part of a task list and not the other way around? Looks like if a task list isn't created under a milestone, it's impossible to move it to a milestone? My understanding of a milestone is a date in time when something should be done and not a bucket with multiple tasks and task lists? Am am thinking of this wrong? Thanks,subTasks expanded or collapsed by default
Good morning, I have a request for a small tweak (or new feature): I love to use subTasks to organize my work. When I first open ZohoProjects, though, I prefer to see a quick and simple overview of the big picture (I tend to use the "Classic" view). I only want to expand subTasks when I am actually working on that task. Every time I open Zoho (or even navigate around in certain ways), all of my Tasks expand and show all subtasks, making for a very long, messy looking list - this tiny detail (thatNext Page
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Web Tabs in Zoho Projects
Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, youPower of Automation :: Automatically start / pause / stop timer on task status update.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Building extensions #9: Store, retrieve, and access entity-specific data in widgets using data storage
Data storage - Overview Storing data related to the extension you are working on is essential. It can be saved as key-value pairs for an entity or extension, known as entity and extension properties, respectively. Data can be saved for the following entitiesPower of Automation :: Archive a project automatically, when all the tasks in that project are completed.
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 automateCustomize the Color of the Task Bar in a Gantt Chart
The Gantt chart in Zoho Projects provides a visual representation of the project schedule. However, when there are multiple tasks in a project, it can be difficult to find the one that requires specific action. To ease this, users can now modify the color
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Zoho Projects Severity Update via API
Hey team, Is there any API call I can make via postman to update the severity of a bug/ticket in my Zoho projects ? For eg, I want to update the severity of my bug/ticket from "based on Due date" to "Minor" from an API callUnable to remove task layout
Hello, We had a task layout setup in Zoho Projects for testing, but when I wanted to it from projects, I kept getting the error that the layout cannot be deleted not because there is a Project associated with the layout. See the error screenshot below.Updating status from Task via API
Hello! I have been integrating my Zoho Desk with Zoho Projects. More specifically, i’m able to create a Task on my Desk and it creates on Zoho Projects too. Now i’m trying to make the Status of the tasks reflect on the other platform as well, so if iShare Captured Content as Work Items with Zoho Annotator for Zoho Projects
Zoho Annotator is a free browser extension to annotate web pages and images. The extension allows users to: capture, annotate, and share visual content within Zoho Projects. create tasks, issues, or statuses with annotated images or videos as attachmentsAdd ability to trigger task automation when a task comment is edited or deleted
Hello, I see that there is currently the ability to trigger task automation when a comment is added to a task. However, we have a use case in which we would like to trigger automation when the comment is edited or deleted. This will enable us to update
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Building extensions #9: Store, retrieve, and access entity-specific data in widgets using data storage
Data storage - Overview Storing data related to the extension you are working on is essential. It can be saved as key-value pairs for an entity or extension, known as entity and extension properties, respectively. Data can be saved for the following entitiesManage Documents with SharePoint Extension in Zoho Projects
SharePoint is a digital platform to store and manage your documents. Multiple users can work on the same document simultaneously, which enhances your team's productivity. By installing the extension in Zoho Projects, users can access the documents seamlesslyShare Captured Content as Work Items with Zoho Annotator for Zoho Projects
Zoho Annotator is a free browser extension to annotate web pages and images. The extension allows users to: capture, annotate, and share visual content within Zoho Projects. create tasks, issues, or statuses with annotated images or videos as attachmentsAuto-update the Successor Task Status.
Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successorResource Utilisation is now Workload Report
On behalf of the team, I am thrilled to share a significant transformation in one of our pivotal features – the current 'Resource Utilisation' chart is now reborn as the more versatile and insightful 'Workload Report'! It is not about just the name change.
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