Orchestrating project workflow with e-signatures
Dear users, Your business can have robust task, issue, and resource management systems but it still silently bleeds time and money as documents stay stuck at stakeholder approval. Document signatures introduce indefinite wait times, and nobody inside
Automation Series: Percentage-based Time Allocation
Employees in an organization work across several projects simultaneously. Their work hours are split among multiple tasks from different projects. Logging time for each task manually can lead to inconsistency, and the effort rarely gets divided equally.
Introducing CodeX Scripts for Custom Modules
When a project involves processes beyond the usual modules such as tasks and issues, teams often create Custom Modules to keep information organized in a way that fits their workflow. Once those records become part of the process, there may also be specific
DYK 13: Time log Restriction Based on Project Status
Did you know you can pause time logging when project moves to a specific status? In many organizations, time is logged alongside daily tasks. After a project moves to a specific status, continuing to log time against it might lead to billing discrepancies.
Create Custom Module Using AI in Zoho Projects
Every team has its own way of managing work. While standard modules support common project management needs, many business processes require their own structure, fields, and terminology. With AI-powered Custom Modules in Zoho Projects, users can create
Project Specific Feeds and Tighter Time Log Controls
We've rolled out a set of updates that make it easier to stay on top of project activity and improve accuracy while tracking time. Check Feed for a Project The Feed under Collaboration used to show updates from all your projects at once. Now you can narrow
Automation Series: Auto-create Projects from Custom Module Approvals
In an organization, projects are created from approved proposals that are submitted by responsible teams. These proposals are evaluated by relevant teams prior to execution. After approval, creating projects with the necessary details from the proposal,
Collaborate Visually with Whiteboard in Zoho Projects
Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity
DYK 12: Turn Email into Work Items
Did you know you can add work items to your Zoho Projects portal directly from your inbox? The initial step of important collaborations start over an email, and most of these require an immediate follow-up by creating a task, or reporting an issue. During
Create Flexible Layouts with Layout Rules
In a project, when a work moves from planning to execution, the information teams need can change at every stage. A project can need one set of details, a phase can need another, and a custom process may require an entirely different set of information.
DYK 11: Blueprint Import
Did you know you can import task blueprint into Zoho Projects instead of building it from scratch? Tasks can sometimes have multiple stages and move through several stakeholders before completion. Without a defined process, task changes can happen without
Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
Keeping project teams in the know with Zoho Cliq
Project management is all about processes, data flow, and maintaining order. But communicating appropriate information at crucial times to stakeholders is as important as the moving parts of a project. Zoho Cliq can facilitate effective communication
Automation Series: Auto-update Project End Date When a Task is Rescheduled
When a project is planned, tasks are scheduled within the projects timeline. Any delay in the predecessor tasks can delay dependent tasks, which can in turn impact the project timeline. Unless the project is manually rescheduled, the end date might not
Improve User Onboarding in Zoho Projects with Zoho DAP
Rolling out new processes or onboarding new users in the tool comes with a familiar challenge: the employees need guidance at the moment they are doing the work. Traditional training sessions and knowledge sharing often require users to leave the application.
DYK 10: Restrict time logging for past or future time
Did you know you can define a time logging window for your team with Zoho Projects? In a project, users often log time at different points of the day depending on their scope of work. Those who switch between onsite tasks and their desk work might not
Time Log Grid View: Refined for detailed time tracking
Tracking work hours across tasks, issues, and team members has always required jumping between views and piecing together context. The updated Time Log Grid View avoids that. It records your team's logged hours against tasks and issues in a unified, interactive
Improvement Suggestions On The New Timesheet Grid View
Hi Zoho! This morning I discovered the new Grid view for the Timesheet module. I'm always happy to see new features rolling out for Zoho Projects, but I think this view could use some improvement. My main concern is with the progress bars in the grid.
Introducing the Revamped Zoho Projects Chrome Extension
Zoho Projects Chrome Extension brings your project management capabilities directly to your browser. Users can access all their portals, create tasks, file issues, log time, and stay updated on project activities without navigating to the main application.
Zoho Projects: Q2 Updates 2026
Dear Users, During the first quarter, we launched our most advanced version of Zoho Projects, namely Zoho Projects Infinity. With support for Custom Modules, Custom Dashboards & Reports, along with built-in AI tools, we enabled users to create their own
Sub-projects
Hi, Can we create a sub-project. Client1 1. project1 1.1 sub-project1 1.2 sub-project2 2. project2 2.1 sub-project1 2.2 sub-project2
Accessible & Customizable User Governance in Zoho Projects!
As teams expand and collaborate with multiple external collaborators across projects, keeping control of user access to project data becomes a challenge. Mismanaged access can cause accidental or unauthorized edits, data leaks and lack of accountability.
Automation Series: Mandatory Time Logging Before Task Closure
In a project, when users work on multiple tasks simultaneously, they track time in different ways, either by starting a timer or by adding a time log. Sometimes users may forget to add time, which can lead to discrepancies in the timesheet. When timesheets
DYK 9: Dependent Layout Rules
Did you know that you can configure dependent fields in Task and Issue Layouts? In a project, tasks and issues vary in nature and so do the fields needed for each. Displaying relevant fields and values keeps the layout organised and ensures necessary
Add @Mention Notifications in Zoho Cliq for Zoho Project Mentions
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding "Projects Bot" Cliq bot notifications for @mentions inside Zoho Projects comments (Tasks and Issues). Current Behavior: At the moment, when someone
Bridging the gap between incident management and project delivery
As an organization, you can have structured backup plans to handle issues that arise during project execution. Despite best efforts, even efficient processes can fall into an escalation trap where a red flag travels up the tiers but no real action follows.
Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy
DYK 8: Create Custom Field from List View
Did you know you can create custom fields from the List view in Zoho Projects? As a project manager, your day to day work ranges from task creation, assignment to phase completion checks and time log tracking. While reviewing records under each module,
Closing off tasks automatically based on project status
Is there a way to close off all open tasks when a project is set as Cancelled?
Automation Series: Schedule Function for repetitive tasks
Many organizations that run multiple projects need the same activities happening at regular intervals. Activities may range between monthly maintenance, calibration, upkeep, or compliance checks. In this article, we shall discuss how to automate the process
DYK 7 - Set dependency from Gantt and List view
Did you know task dependencies in Zoho Projects can be managed across different task views? In a project, multiple teams work together towards the same goal but team members prefer accessing data with different perspectives depending on their responsibilities.
Ticket Status
HI, Any idea on how to create other options for this header??? I want to add an "Ordered" status. Its under "tickets" in Overview, I need a new status created (see second picture)
Power up Zoho CRM with project intelligence
Dear user, You're probably one of those businesses using your CRM as a single source of truth. It's where sales, project execution, and finance teams go to analyze past decisions and formulate future strategies. But what happens when project data is either
Automation Series: Auto-assign Task Followers
As task progresses, several users are required to stay aware of the updates to plan their upcoming work items efficiently. Manually adding users as followers for an active task might create additional overhead. With this automation, followers can be added
DYK 6 - Task Assignment from the Workload Report
Did You Know tasks can be assigned from the Workload Report? As projects evolve, tasks pile up and distributing them equally among team members becomes a balancing act. Identifying over-allocated and underutilised members gets complicated when task assignment
Move Timesheet from one Task/Issue to another
Timesheets are used for tracking time logs of tasks, and issues. You can control the number of hours a user can log into timesheets. In Zoho Projects, you can move these timesheets from one task/issue to another. Consider a scenario where John is an employee
WhatsApp Business Integration for Zoho Projects
Delivery channel plays a decisive role in how quickly certain project updates translate into immediate actions. A release is ready to go live. An issue is marked critical. An approval is pending. These moments are less about tracking and more about timely
Automation Series: Auto-update Task Closure Field Based on Due Date
In a project, tasks are owned and worked on by different users and each progresses at a different rate. With Zoho Projects, the task delay duration can be calculated automatically when a task runs past its due date. This gives project managers better
Getting Project Template List using the REST API
I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates
DYK 5 - Soft and Hard Links in Task Dependency
Did You Know you can manage dependent task schedules with Zoho Projects? In a project, some tasks are linked while others progress on their own. When a task is hard linked to another, its schedule is automatically adjusted when the predecessor moves.
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