RFC email notifications
Is it possible NOT to send an email notification to the person that placed the comment? When I place a comment in a RFC, which is assigned to me, I also get an email of the comment I just placed. But I do want to receive an email when someone else places a comment in a RFC I'm assigned to.Do you have to track time against a specific bug in Project?
Currently, Weekly Time Log requires that a task or bug be selected. Is it possible to not have this be a required field in this view? Thanks.Automate timekeeping
We use Timesheet in Zoho Projects to track time spent on billable and nonbillable projects. I am looking for ways to make time entry easier/automated for our busty team. For example: Is there a way to sync google calendar in a way that will add the meeting time to Timesheet? Is there a way to trigger a time log entry when a task is closed? Are there ways to connect CRM Activities (Tasks, Calls, Events) to automatically log time in Timesheet? Thanks for any guidance on this.additional Import fields
Is there a plan to add additional fields for import? Right now not including work is a problem for me. Also I cannot import a start date from either csv or xls. With Tasks lists, I have a standard task list that is repeatable with Resources, Duration and Work Effort. I can create a task list template but all that carries over is the task name, none of the details. Also, is there a way to set a duration for work, with a small team juggling multiple projects I work on an assumption that 1 day ofTask completion
The % complete status for tasks is fine for traditional PM understanding, but for my projects the % complete is determined from the reviewed finish date that is updated as project is executed versus the initial estimated finished date planed. For the projects I normally work on this makes more sense than asking a supervisor to estimate a % of completion for which he or she has no idea on how to estimate.If I ask a supervisor when will a particular task be completed, it is easier to get a solid answerVisual Bug Tracking in Zoho Projects
What is visual bug tracking? You're working on a project and you find an annoying bug that deters the process. How will you report it? - You can track the issue, post it as a bug, and assign a user to fix it. Go back and give the previous sentence another read - "Track the issue", here's where visual bug tracking comes into play. It is the process where you annotate a bug on your page and make it look visually appealing. How does visual bug tracking function in Zoho Projects? We have enabled the visual bug tracking feature using 'Screen Grabber'. Tap theStart After and Duration do not seem to be functioning correctly
Hello, I am in charge of re-designing our projects template here for the company I'm working for. I've set dependencies and all tasks have a start after and duration, but when I test the template, something's not right. In my first milestone with a tasklist assigned to it I have 4 tasks with a 1 day start after, and 1 day duration. I entered the project yesterday. My first task is showing start 6/1, due 6/1, but the remaining tasks are showing a start of 6/5 and due 6/5. I see similar instancesNothing Gets Done
I was going to submit some ideas, but after reviewing the posts (and only 2 ideas implemented) and my many calls with support, I realize that nothing will happen anyway. What's the point?Task Dependencies and 'overlapping' times
When setting task dependencies, I can understand overlapping time is not valid... But at the moment, a task that ends at 14:00, can't be followed by one that starts at 14:00... This is rather frustrating. The only way to make this work currently is setting the finished task to end at 13:59, or the start one at 14:01... This is so much more time intensive than setting both at 14:00... I would imagine changing this would be simply setting a < to <= in the software. Could this be a fix that is doneOverall project percentage complete
I have found the individual task % complete very helpful, but is there a way to get an overall % complete for the full project? Or even for the milestones? Thanks.Zoho Projects API - set planned work hours not working
Hi, I'm developing a web app to help us create tasks quickly. I'm able to create tasks and set most of the parameters, but when I try to set the 'owner_work' parameter for planned work, it never seems to work. I've tried sending the POST requests via both Python and PHP, neither of which seems to work. Here is a key section of my PHP code for reference: $request_params = array('authtoken' => $AUTHTOKEN, 'name' => $task_name, 'duration' => $task_duration, 'owner_work' => [['user_id' => '646282401',Problem with uploading document(s) on Zoho Projects
Team, We aren't able to upload document(s) to any of the projects. Would appreciate a quick resolution!Global reports example
Hi, we are considering to upgrade our plan to get the chance to use Global reports. Is it possible to have a preview of a global report? Can I have an overview of all the users and their time schedule as per the "Resource Utilization" report? ThanksHow to get employee details(Owner) from project API
Hi, We are using the Project API to get the time logs for all the employee in our company, when the data is returned it gives owner_id and owner name and all the other stuffs about their project. is there any way we could pull email address for all the employee. ThanksViewing hours remaining on timesheet
Hello, We have been using Zoho Projects for about 9 months now. Overall we like it but one thing that is getting very frustrated for us is around the timesheets. The scenario is a person is logging hours against a task that has a set task budget. In the timesheet you can log hours, but you do not see what are the actual hours remaining in the task hour budget on the screen. This often causes people to log against a task that has no more hours, or the project team not having a good discussion aroundDeleted Milestone
Hi! I've deleted a milestone and I want to know if there is a way to come back with it, because I've lost all my tasks. Can you help me? Thanks!Move multiple tasks
Hi! If I have a set of tasks, A, B and C, with dependencies so that they follow each others (B after A, C after B) with no slack in between, and all are, for example, five days long each, I can easily extend task A to e.g. ten days which causes task B and C to each move five days into the future. However, If I were to shorten task A to only two days, task B and C would not move. The only way I have found to do this is by individually move first B and then task C (moving only task C is not allowedDownload Bug List
Hello, Maybe I'm just not seeing it but is there a way to download the bugs you have entered? I need to put everything on excel for management and would rather not re-key into an excel doc. I have the free one project access for zoho projects. Thank you, RobertLate tasks and milestones on the dashboard?
Is possible to see the late tasks and late milestones on the dashboard, specifically at the Task Status and Milestones Status graphics? On my dashbaord I can only see the tasks open and completed. I would like to see the late tasks on the same pie chart. Is it possible?member of CRM plus, one of my user started a zoho project account, now i wanna invite him in our project
Does he have to delete his project account? how can he do that? can i re-invite him again?Suggestions for improving Projects
1. Ability to set non-working days, example: weekends and national holidays. 2. Assign tasks to a user who doesn't have Zoho, just for tracking purposes. 3. Include field mapping for predecessors with task import function. 4. Option to display task name instead of Assigned to in Gantt chart. 5. More options to customize views, particularly Kanban.Tasks not grouping with task list upon import
I am trying to import using xls or csv. When I do, each task is created in its own task list. There is no grouping of tasks when imported. I have attached a screenshots of the sample data and the import results.Move Task | Is only showing milestones not task lists
When using the Move feature on a task, the available Task lists in the display are actually milestones, not task lists. As such, I cannot select another Task List. It will only allow me to move to a Milestone.Download Bug Attachment with Rest Api
If I get a bug attachment url, how do I download that file using the rest api? There doesn't seem to be any documentation about the url to download an attachment, or what the rate limits are for attachment downloads. For example, if I have the url "https://projects.zoho.com/portal/xxx/openAttachment/download?file=xxx" how do I download it from my API with just an access token? If I append my access token parameter to that url query string I get an error.Remove Requirement to Add Client Users Via email
Hello, We don't want to send an email to client users and have them involved in our Project Portal. Is there anyway to assign tasks without adding the person as a user? We'd rather have a free text field to put their name.Zapier for Projects
I have just received word that Books will soon become available on Zapier - which is fantastic news! Can you put Projects as the next item on your list? So much of what we do is based on tasks, timetracking, and using external tools to execute our work. Being able to integrate 3rd party tools with multi-step Zaps would make Zoho Projects and absolute no-brainer for everyone! ThanksGetting all time for a month by project/tasklist/task
Hi, Using the dotnet wrappers I can obtain a totals per user for time spent on a project. I cannot break this down to specific tasks the user has logged time against. How is this possible? Eg. If I do the following: Dim timelogs As zohoprojects.model.Timelogs = TIMEAPI.GetTimeLogs(proj_id, logParams) I only get the timelogs.grandtotal populated. The timelogs.tasklogs are never populated. Also the timelogs.timelog.date is always empty/null. Thanks DuncanGoogle Drive Sync
Hello, Are there plans to offer Google Drive sync in Zoho Projects? Attaching documents from Google Drive isn't particularly useful - it would be better attach a link to files as they're live, working documents or folders. Thank you, CharlotteInstalling Zoho Projects in company server.
Hi, I just would like to ask if it is possible to install Zoho Projects on our company server in order to ensure we keep our information internally. Thanks in advance for your helpUsers and privacy
Hello, when it will be possibile to assign a task just to one user with privacy? Not if i add two user as a customer both can see the same task, that's not good! Thanks for your support. FrancoBackup restore
Hi Zoho Projects, Currently we're making a backup of all the projects every 1 or 2 days using your backup service. We download the xml file, store it at our cloud server and begin to wonder: If someday we'll need to use it to restore the projects, how can/should we do it? Because on the "impoprt" page, there's no option to let us use the backup xml file, and till today, I still haven't found a "restore" option. Does this means that once the worst thing happens, we'll have to find a xml reader, extractTip #20: Edit User Rates While Generating Invoice
Hey! Have a quick look at how you can edit the user rates instantaneously while you generate an invoice. The user rate that you modify here will be applicable only for that specific invoice and if you would like to update it permanently, refer this help guide . If you had missed our community discussion about staff based billing, please do check this link and give a read. Thanks, Kiruthika.Tip #19: Filter projects based on criteria
In Zoho Projects, you can filter your projects based on groups, owners, clients, and custom fields. Why? The inbuilt filter will help you quickly access the projects that you are looking for. Based on the selected criteria, the projects are listed in your filter results. You can select the relevant project and access it. How? Navigate to Projects. Select any one of the views ( View by Group, View by Client, View by Owner ) in Active Projects. Click the Filter icon in the upper-right corner. SelectChanging a project follower into a project user
I have a project which a portal user was following. Now the situation has changed where this user needs to be a actual project team member. However, if I try to add this user it gives me an error saying - (User already added as Follower to this project). Is the only way to fix this for the user to unfollow and then get added as a project user? Or is there a simpler way (without the project manager having to ask the user to unfollow first) for this to be done? Thanks, MennoFixed Bid Invoicing
Sometimes software projects are negotiated as fixed bids, meaning the actual hours logged are not relevant for invoicing purposes. Under this scenario, you bill your client in installments (not hours), normally linked to milestones or dates. It'd be really helpful you could add the following improvements: -Add a new billing method to projects that could be called: "Fixed Bid" or "Based on a Fixed Amount" -When creating an invoice for a project that has that billing method, the form would require"On Hold" Status will be good to introduce in tracking Milestones & Tasks.
Dear Project Team, It would be good, if we introduce "On Hold" status for Milestones & Tasks. Sometimes tasks or milestones will be put on hold, but that doesn't mean it is due for delivery so and so date. Please let me know for any clarification. Thanks & Regards, AnandCan not create client user by xxxx@watchara.top
I already try @gmail.com, it's work fine. But if I use @watchara.top, it doesn't work.Hey quick fix :-)
This has just been bugging me that past few weeks can we correct this please. #frmdrpdiv > div > span.fl.spaceNowrap.w250.oflowh <span class="fl spaceNowrap w250 oflowh">Drop or the attach the file here</span> "Drop or attach the file here" You can find it in the forums when attaching a file. Thanks Josh KClient User access
As a test case I've added a client user to one of our testing projects to see what the access level is and what it would look like for them. They get access to the forums - which is nice. Though a way to make some of the discussions internal or external (like with the milestones would be great). Sometimes you want to discuss things that the client doesn't necessarily needs to see. However, even after making the milestones we had (or at least some of them) external, and even creating a new externallyNaming Projects
Is there a way to automatically name projects when creating them? So using a specific naming convention like a portion of customer name and number, for example - customer is John Doe and project #1 - so project name is JDOE1 or something similar. Earl Rudolfo The Storytelling BeanCounterNext 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 addAssociate all "Active" users to a newly created project... (Zoho Projects API Documentation lacking)
Today I spent almost 3 hours trying to do something which I discovered has been asked for for over 14 years in Zoho Projects, that is when a new project is created to assign all active users to the project. My first thought was, okay this should be fairlyLearn 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.
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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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