TASK CSV Export - please add URL as a field
please add the task url as an exportable field in the CSV Export. We are trying to automate printed labels for each task from a brother printer. we want one of the fields to be a QR code that brings us right to the task. I tested this with the task URL and it works perfectly, we just need it exposed in the CSV file. Hopefully this isnt hard to do and you can reveal it quickly?Recurring tasks and budget hours - "planned hours" within Budget Status do not include recurrences
eg. Task = 20hrs Recurrence = 10 x weekly My understanding is that "planned hours" for this should be 20hrs x 10 = 200hrs. Is this correct understanding? Currently when I plan projects this does not happen. The "recurring" symbol shows beside the task and the details are correct....however only 20 hours are applied to the "planned hours" - the recurrences are not counted. Is there something I might be doing wrong?Tip #23: Task Custom View in Zoho Projects
As part of our tips and tricks series on using Zoho Projects, we are back with a tip for this week on task custom view. Perspective is everything! It’s all about what you see and the way you want it to be. We’ve rolled out our new feature that helps you tailor your view with defined conditions. Task custom view is an option with which you can create your own view and scrutinize it with various criteria. Custom views can be advantageous to sort what you see, making it easier to find the most relevantSales Orders in Finance Section - When?
The inclusion of Sales Orders in Projects in Zoho Books was huge. When can we expect to see them in the Zoho Projects integration with Books? We need a selection called "Sales Orders" just like there is for Estimates and Invoices. Adding project Purchase Orders and Bills would also be extremely useful, but Sales Orders is a must. Thank YouHow to divide a single task into several different days?
How to divide a single task into several different days? Let me explain, John has a 24-hour task. I schedule it for him Monday through Thursday. He has another task from another project at 8am on Tuesday that I can't move. Currently, in order to have a fair resource management, I divide the 24h task into 3 tasks of 8 hours that I place Monday, Wednesday and Thursday. This becomes complicated to manage with about 20 divided tasks that I have to shift continuously. Do you have a solution? Thank youBase line
Hola a todos! Soy nueva en zoho projects y tengo una duda que no puedo resolver, estoy dando seguimiento a un proyecto, pero como en cualquier proyecto, las fechas de inicio y fin "REALES" para una tarea muchas veces son distintas a las planeadas. En zoho projects puedo ver que ya viene la fecha de término real de una tarea pero no la de inicio real, por lo que agregué un campo fecha dentro de mi plantilla de tareas. Pero existe la manera de que se visualice en la linea base? En mi diagrama deZoho Projects: Quarterly Updates | Q2, 2020
Dear Users, We would like to share the quarterly updates for the period April to June. Timesheet layouts & fields: In Zoho Projects, users can now create layouts for timesheets and associate them while adding time logs. Custom fields can be added while creating these layouts. Initially, the time logs will be associated with the standard layout. If the standard layout is modified, the changes will reflect in all the associated projects. Outlook adaptive cards now support blueprint transitions: MicrosoftImport/Associate "Task Description" field from MS Project
Hello, Our workflow is to create a project in MS Project (much faster than creating every individual task in Zoho), and import it to a Zoho project. When I import the project, I have very few issues except I'm not given the option to associate my custom field "Task Descriptions' to the Zoho "Task Descriptions" field. (See attached image) How can I accomplish this without opening every single task and copy+pasting the descriptions? ThanksSpotlight #03: Three extensions that make your remote working easy
Did you know we have a few extensions handy that help you conduct your meetings and webinars while you manage your projects remotely? Yes, if you use Zoho Meeting or GoToMeeting to manage your online meeting sessions and use Zoho Projects to manage your business, you need not shuttle back and forth between these applications to collaborate with your team. We have got dedicated extensions to take care of your meetings right from your Zoho Projects account. Check out the following extensions on ZohoTip 49: Summary Email
Important notifications may be lost if your inbox is inundated with emails. You can select a frequency and receive a summary notification email and reduce clutter. Project managers who need to keep track of various activities in their projects, instead of receiving an email for each activity they can receive a consolidated email at a set frequency. All the task and milestone related activities will be consolidated in a single email. Learn more about setting email frequency. Do let us know if youTask completed analysis
Hello there, We create lots of tasks and estimate a due date. Often we have to change the due date. Is there is a simple way to see the tasks, the expected due date and the actual due date it completed to show how often and for how long task deadlines change?Tip 41: Global Planned Vs Actual reports in Zoho Projects
The Global Reports helps you big time when you want to assess the progress or if you want information about tasks across all projects. Global Planned Vs Actual is one such report with which you can find the time spent for tasks. To view this report, navigate to Global Reports widget in Zoho Projects Home page. Global Planned Vs Actual report provides the task work hour details of the individual user by distinguishing the work hours planned for the tasks versus the work hours actually spent on theTip 47: View dependent tasks and dependency status
Projects can have multiple tasks that need to be carried out in sequence. This results in task dependency, for example an invoice can be sent only if the quote is ready. Therefore, the predecessor task must complete in order for the successor to begin. To take early and proactive action, you should be able to view the dependent tasks. In Zoho Projects, you can see the dependency status in the task details page. You can hover over the status and view all the dependent tasks. Clicking on the individualAsk the Experts: Creating extensions for Zoho Projects
Dear users, We have scheduled an online Q&A session where you can connect with our product experts and get all the help you need in building apps for Zoho Projects or Zoho BugTracker. They are ready to address all your queries on building apps for Zoho Projects. It could be anything from getting acquainted with our cloud editor to the best business practices on where and how to use our extensions. Our experts will be available on May 21st, 2020 from 6:30 to 11:30 AM PDT | 2:30 to 7:30 PM BST toTip 48: Importing subtasks and setting dependencies in XLS, CSV, and JSON files
Importing files from one platform to another is a tedious job and it is necessary to maintain the structure of the modules. You can import XLS/ JSON/ CSV files into Zoho Projects. While importing a XLS/CSV/JSON files, you can now import subtasks and also set dependency between the tasks in the import file. Import Subtasks: Consider a scenario where a project owner has to import a csv file with two tasks "Roof (T8)" and "Setting & Curing (T6)". While importing the file, he must enter the PARENT TASKClients who already have a Zoho One account...
I've invited a client to my project who already has a Zoho one account - how can they access the project in my organization for which they are a client? I haven't found an option to switch organizations within zoho projects, and while you CAN switch organizations within zoho one - I can't assign zoho projects to them What's the solution here?Is it possible to assign Client user to external task ON PROJECTS' TEMPLATES?
Is it possible to assign Client user to external task ON TEMPLATES PROJECTS?Exporting Tasks on Project
Is there a way to fix the export settings so that I do not have to keep re-configuing the exports each time?Move Milestone
The Directions for Moving a milestone between tasks does not seem to work. Can you provide some screen snapshots please? Move Milestone Move milestones between projects. Navigate to a milestone. Click on the relevant milestone and then click in the top left. Click Move. Select a project from the drop-down. Click Move Milestone. Milestones having tasks with invoiced time logs cannot be moved.Is a new gmail add-on coming??
It appears the ability to add a new task, bug etc. from right within gmail is gone with the new gmail. I am surprised not to see a bunch of posts in this forum asking when you will be releasing a new gmail add-on that works with Googles new gmail integration for addons. Being able to quickly add tasks and so on from gmail is one of Zoho's many strong features, I hope not to lose it. Yes I know you can email to a project but that is much different. Thank YouRemote Assist with Zoho Projects
Organizations are slowly adapting to remote work culture, which may soon become the norm. This requires the project managers and business leaders to be well equipped to manage their customers and resolve their concerns remotely. Zoho Projects offers tools that can help organizations reach out to their customers and resolve issues on time without physical presence. Using the Zoho Assist extension, product experts can connect with the users or customers via a screen sharing session. A technician whoUI issue in Zoho Projects - Upward arrow for expanding the "Add Description" content
Namaskaram Zoho Projects team, We have found an issue with the UI of Zoho Projects that the arrow should be upward to show the content expanded and it should be downward to show that the content has been collapsed. But this has been reversed in adding Description for Subtask in Zoho Projects. Please refer following images. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ CustomersWhat's new in Zoho Projects Marketplace
March was a happening month for us as we had many new extensions coming in. Here's a list of all the extensions we recommend you to check out: SugarCRM for Zoho Projects If you are an avid SugarCRM user who loves to plan and track your work with an effectiveContractor Access
How does a contractor log in to access projects you have shared with them?Be able to re-run a Task Export with current data
It would be great if a previously run Task Export, could be re-run again with current data. In effect this would allow the saving of a Task Export as a template. By re-running the Report, the Filters and Columns would remain, but the data in the export would be updated.Importing from CRM to Projects
Hello, I have about 300 files in a custom module in our CRM. I was going to try and "project manage" these from the CRM, but they are just too advanced to be able to track the tasks properly. I have them all exported to a .CSV file, but can't for the life of me figure out how import them into Projects. It will only me to add tasks, not entire projects. Please help. I do not want to hand enter each and every record. Thank you, Craig BrandonProject Views Updates Coming?
I cannot find the thread but there was a comment from someone at Zoho many months ago that project Views would be seeing a big upgrade at some point with new functionality. I am curious if that is something we will see any time soon? I am attaching a screenshot from another software product we also use that allows us to easily create any type of view we want including the fields we want to group by and/or sort by. This seemingly little thing is so big that we still use this other product to manageProductivity and efficiency per user
Dear Zoho Support, How can I obtain the productivity and efficiency per user? Is this function available with the express package? By productivity, I mean how many tasks is the user accomplishing per week, and efficiency could mean the % of task achievement in time... Do you have this in statistics? Many thanks, DenisseAssociate Issue creation ability
Namaskaram Zoho Projects team, On any issue, we can associate tasks and issues with the selected issue which can be described as below image. There is an option for created associate task from here as shown in below image. It is nice to have this functionality in associate issue also. Crafted with ❤️ Zoho Gurus | Zoho Projects Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ CustomersDisable all emails to clients
We do not want Zoho sending emails to clients without our explicit permission. Is there a way to disable all emails? For example, when I associate a project with a client, they get an email even though we have indicated that they should be opted out of all emails. Quite frankly, it is infuriating that the system is, essentially, sending spam to people just because we want to be able to track that they are associated with a project.Projects associated with multiple groups
Hi Support Team I was wondering if there was a possibility to file a project within multiple groups? Currently we have groups with multiple projects, but there doesn't seem to be any functionality i can find to have projects sitting across multiple groups (it seems you can look at projects by group, owner and client). Thanks for your help. LukeLink project with Timesheet in Zoho Projects
Namaskaram Zoho Projects team, Please refer following image. In that, the marked text is not a link. But it would be nice to have that as a link. Because we can open the task by clicking that link. Crafted with ❤️ Zoho Gurus | Zoho Projects Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ CustomersCreating a project in Zoho Projects on Deal closure in Zoho CRM
Namaskaram, Check the link to get an idea to create a project in Zoho Projects on Deal Closure in Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho Projects Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ CustomersProject Templates - Add a Template Later
I've started a Project without a template and want to apply our template to it now, is there a way to do this?Zoho Project for CRM is clumsy and not intuitive
Zoho Pdoes a lot of things right as a platform provider and I have to say the support we have received has been better than many of the other SaaS platforms we work with. However, they do need to improve the diagnosing experience with their customers and get rid of old streams of discussion that really only help to confuse many people using the most current version of Zoho products. That being said, Zoho Projects promises a lot of fantastic integration within the CRM and the users of the CRM,Permision for users to edit task completion percentages?
How can I allow users to edit completion percentages of tasks and limit them from being able to edit anything else? The only option I see is to give users permission to edit tasks in general that they own or are assigned to. I don't want them to be able to edit everything about the tasks. The only thing I want them to be able to edit and update is completion percentage. This way they won't mess up budgeted hours, change dates or delete things on accident. Is this possible?Reflect Deals Financial Stats in Associated Project
I am learning Zoho so please excuse if I misunderstand something. I set up a project, marketing campaign. Besides regular task management I see that projects can be associated with deals. My assumption was that if I do, I can then see the stats from those deals in the Dashboard or Finance tab of the project. I closed some deals during this campaign and associated them (had to create accounts for each contact just for that). When I look for any financial data, I do not see the amounts of the won deals.No task attachment icon next to Workdrive files
Hi, Not a huge issue at all but just noticed that the attachment icon doesn't show next to a task in the task list when a Workdrive file is added. Just nice to see which tasks have files attached... Best regards JonCommunity Digest - January 2020
Product updates: Tags: Tag your work items using common keywords to help users quickly find the modules that are associated with those keywords. Clicking on a tag will then list all projects, milestones, tasks, task lists, status, and forums associated with that tag in the search result. New custom fields: Use new task custom fields - Currency, Checkbox, Percentage, and Date & Time, to capture respective data types in the task form. Project custom views: Customize the project list view based on selectedUnable to use HTML email in a Custom Function using Deluge sendmail[]
Hi, I'm trying to create a custom function that sends an email, an HTML email with formatting and images, to be used with a business rule in Zoho Projects. I've stripped the 'message' part of the sendmail function right back to basics but it still fails. In the example below, removing the DIV styling tags allows it to save successfully. Won't save with styling tags, or image tags.If the message is changed to a simple "<div>TEST</div>" it saves. Can anybody please shed some light on what the problemNext Page
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Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatPower of Automation::Streamline log hours to work hours upon task completion.
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:-Power of Automation :: Invoice your timelogs automatically once the tasks 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 automatePower of Automation :: Automatically schedule a Zoho Meeting when a Task is created in Zoho Projects.
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:-Organize and Clone Task Custom Views
We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:
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Unable to add custom fields as columns in projects table
We have new products set up as projects, with the project name being the SKU. And then a custom field in this project template is the name of the product. I need a way to show the name of the product as well as the project name (SKU) and I am reluctantGet Custom Field API Name
I am trying to make a custom function to connect a Zoho Survey score into a custom field we have in a task layout for the QA Score. I need to input the custom field API name on the script, but I don't know how to get it. I've tried using the following
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Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatOrganize and Clone Task Custom Views
We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:Zoho Projects Roadshow, USA - 2024
Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutionsProject Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and serviceTip 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 enable
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