Project overview fields and deleted entities
Dear Zoho community, Please help on these queries, 1) We want to get project overview informations like project category, pm contact, type and client using Zoho project api. We already set flag to access project overview information for those projects. Still not able to get those fields using Project API. Let us know how we can get those fields using API? 2) Is there any way to get deleted entity information like logs, tasks, project and users using Zoho API? We assume soft delete on your side. CurrentlyWhy can't project name column be resized = huge amount of wasted white space
Please look screenshot. Every other column can be resized. All the wasted white space causes the user to have to scroll horizontally if they have several columns they want visible. Thank YouHigh Priority Tasks
I would love to see high priority tasks have a little bit of a different look on the calendar maybe with an exclamation mark or some other symbol so they stand out against regular tasks.Zoho Projects Calendar, view tasks statuses
Dear Zoho community, is it possible somehow to view in Zoho Projects Calendar not just Open/Closed tasks, but exact task status? Because even when I do mouse hover the task, then it does not display me its status. I'd like to see tasks status directly from the calendar; to see which tasks are, for example, new (means that I didn't start work on them), and which are blocked (means I was working on them, but smth stops me from finishing it). Now both of it is shown as Open tasks, and it is confusingDeal to Project Invoice
When I create a deal I sometimes create an invoice. Once the deal is closed I create a project, however the invoice does not show up in the Finance--> Invoice section of the associated Project. Is there a way to more fully integrate the Deal and Project so the Invoice shows up? Of course I would want this to show up in Books too.Recurring tasks - number of occurrences limited to 30? Any option of an 'end date'?
Hello, I note that when setting up recurring tasks, the options are limited for "occurrences" (maximum I can select is 30. When I attempt to input another number it is not accepted and defaults to 2. Some of our projects require weekly tasks and may run for eg 10+ months....ie. more than 30 occurrences. It would be useful if we could input an "end date" (or at least input any number of occurrences). Is this possible? Am I doing something incorrectly? ThanksMake Searches Not Require UPPERCASE Project and Task IDs
Please change your search bar so that ID's are not case sensitive in searches. For the longest time we could not search by a project or task. We thought it was a bug or a missing feature, but then we found that if we typed ID's into the search bar in uppercase, Zoho Projects found them. We have a task with the Task ID SU1-T65. Searching for SU1-T65 works but the lower case su1-t65 does not work. T65 works but t65 does not work. Neither SU1 nor su1 work. BTW, there is no mention of the need toAny way to copy a task inside a task list?
I only saw a feature request from 10 years ago with a whole lot of people harping on it for 5 years and then radio silence. I would assume it was added. It would be really foolish for it not to be capable, it is such a basic function. I'm building a project and need to quickly copy task so I can rename them and save myself some time without exporting, excel hacking and then importing.Native Gmail add-ons available from/for Zoho!
To my knowledge Zoho never announced that they now have native Gmail addons for both CRM and Projects, so I was very surprised to find them available in the Gmail add-on store today. Cross posted in the CRM forum.Ask the experts: 5-hour knowledge exchange marathon on 'Critical Path and Baseline' in Zoho Projects.
Hey folks! We are happy to be back with our “ Ask the Experts ” community series. The Ask the Experts initiative for this month focuses on “Critical Path and Baseline” as it has invited many a query. Some of the topics that relate to the discussion are: 1. Is there a way to see the bottleneck of any project? 2. Project ABC is not going ahead because of Task 3 in Milestone 2 whose owner is Mr. X. 3. How do I track changes in my project schedule? I plan a schedule and if the dates change midway, isZoho project purchases
Hi Folks, I think having a purchase module in projects will help in putting together a project p and L. Project wise purchases and expenses. Do let me know your thoughts.Business Rules: Update to include ${current_user} and/or ${action_performer}
Hello, Please consider the following change request to Business Rules: My objective is to be able to automatically add anyone as a follower when they make a comment. The purpose is to get email notifications when issues are updated that they aren't necessarily assigned to and aren't the reporter or project owner (ie the manager). This would also avoid the requirement to #tag someone for every comment. "Assigned to" in Actions includes the variable action_performer, while current_user is availableDocument Dialog: Add "Select All" checkbox and remove arbitrary selection limitation
Hello, Please consider the following change requests: 1) Please remove the what appears to be an arbitrary 10 item limit on associating documents to a task. This limitation doesn't exist within the documents upload feature (not to be confused with the documents sub action to a task). 2) Please add a checkbox in the document header to serve as a "select all". Thank you.Document handling: Change default upload behavior (if same name)
Hi, Please consider changing the following feature: Current Behavior: When adding documents to the document area, the default behavior is to add additional "copies" of the same file with the same name in the same folder structure. In order to update a new version, one must right click - select upload new version - for every single file. Requested Behavior: When adding documents with the same name, prompt on initial replacement (like most OS dialogs with copy or replace), if replace is chosen thisBasecamp Data Import Failure
I've tried to import our Basecamp 3 data into Projects but have received the following email. I have even tried to do it one more time and the result was the same. Could you please check our logs to find out the reason behind this issue? I've checked our Basecamp plan and there wasn't any statement about 3. party connection or data migration limitations. I did not try to use an Admin account though but I don't think that this could be the reason for this problem. We could not import your BasecampMy Task Filters
Hi, use Zoho Projects heavily. When we create a project, not every task has a date assigned to it, because it is not yet known. When we look at the "My Tasks" view that we access from the homepage, we can filter for dates on tasks, but we cannot filter where the date is empty. As a workaround, we created a task status called "planning", but it is very painful to update that status one task list at a time. It would be great if we could filter the open tasks view for tasks with no start/due date.Owner filtering is missing in task listing page
Reecently, we have issues of the owner searching column is missing in Zoho project task listing page. May we know is there any other way to search all tasks filter by owner?Can we select which users to add into Projects before a Basecamp migration?
We have too many users on our Basecamp projects because Basecamp doesn't limit us about the amount of users and we did add even people from other departments who only needed to stay in the loop about certain projects. How will the migration process apply when a certain Basecamp project has more users than our account limit on Projects? Is it possible to only select related people from a Basecamp project during the migration?Blueprint: Preview Criteria from task view
Hello, Please consider adding the following feature: Adding a preview ability to a blueprint transition that has criteria requirements associated with it. Since I'm the one creating blueprints, I understand what the transition requirements are, however users without access to task settings will not - and won't be able to easily understand what they need to accomplish in order to trigger the next transition. If the transition was grayed out with a lock icon, and with a popover of criteria, it wouldProject > CRM integration.
Hi, I've associated CRM and Zoho Projects successfully but when I add a task and try to add to CRM I get a message saying "no accounts or deals found". I had this issue once before and managed to fix by disassociating the project and then reassociating but this hasn't worked. Can anyone suggest a fix?MS365 Calendar Integration
Hello, I am testing the calendar integration between ZProjects and MS365 and there appear to be two important limitations: The Integration appears to be one-way (from ZProjects to MS365) only as I have been unable to update an event in MS365 and have it go back to Zprojects. A repeating event created in ZProjects only goes over to MS365 as a single event and does not have any of the repeating times. Are both of these true or am I missing something?Edit filter lists
Can I reorder/edit the drop down filter lists?Exporting Critical Tasks
Is there a way to add an extra column to denote the tasks as "critical tasks" when exported to excel format?Dashboard lists
Can a dashboard list show more than 10 items? Example- Today's Work Items on my current project has more than 10 items but only 10 of them show in the list.Budget Items
Currently it seems you can only have budget items related to work hours based upon task. If I want to added budget items around travel related expenses or other expenses for the project how can I currently track that? Having the ability to add additional budget items beyond just hours seems to be a big need, since expenses are not just hours. Any suggestions or guidance would be apprecaiated.Dashboard filters
When looking at the project dashboard, for example Today's Work Items, can I filter by owner and not just see all of the items in the project?URL as task field type
I do remember reading a request about adding URL links as a task field type but couldn't find it on search so here it is : Please consider adding URL links as a task field type.Are you going to introduce the "On Hold" type statuses into Projects?
I have just finished watching your "Blueprints in Zoho Projects" video. I'm curious if you are going to introduce the "On Hold" type statuses into Projects. This feature was recently included into the Desk ticket status types back a few months ago. An "On Hold" type of status should stop a timer on the task (or at least create a second type of reporting time) and create an additional report where the timer is calculated based on the task type. On Desk an "On Hold" type status means that the timerPlease make integration with Zoho Desk as good as it is with ZenDesk
Hello, you have an excellent integration with ZenDesk, screenshot below. Please please please give us this for Desk :-)! And if you do, please put a number on where it says "zendesk" on the screenshot so the user can see at a glance how many Zoho Desk tickets are associated with the task. Thank You Thank you for considering.Can project resource be added that are not Zoho Project users
Many of our projects have outside resources or our own employees with minor roles. We like to show them on the projects as resources but I cannot find a way to create a resource without it being a Zoho user and paying for the account. Can this be done? ThanksCustomize profiles with new restrictions
In Zoho Projects, you have more control over the user profiles by customizing them with access permissions. We have now enhanced the module-level permissions such as view permission for tasks & issues and field-level permissions for tasks. You can customize user profiles to view only the relevant tasks. For instance, you can customize the manager user profile with permission to view all the tasks while the contractor user profile can view only their related tasks. Moreover, you can customize userList of attachments for Basecamp migration
Import your data from Basecamp into Zoho This page mentions that : You cannot import templates and attachments because of API limitations in Basecamp. My understanding of this statement is that the attachments in Basecamp To-Do's can't be imported into Zoho Project tasks. My question is if it's possible for you to create a report after the migration task is finished which includes the Basecamp To-Do url and the Zoho Project task ID/url where an attachment was found in a Basecamp To-Do and wasn'tExport tasks to Microsoft TFS
Is there any way to convert Zoho project tasks into Microsoft TFS? We use TFS to track all work and would like to lay Zoho on top of it for Project Management. ThanksGitLab Support
Hello, I am raising this feature request, because there is not a GitLab integration yet for ZOHO Projects.Roles and data sharing
I don't understand how to use the Roles setting under the user settings to enable data sharing. Can anyone give me some guidance? I have multiple teams under one organization that need access to projects created by users on their teams.. The only way I have found to do this so far is to have the project creator add his teammates manually each time a project is created.Is it possible to migrate only selected projects from Basecamp?
Can we select a set of projects from our Basecamp account when migrating? Also does the migration distinguish between Basecamp projects and teams? Basecamp3 has this new separation of "Teams" and "Projects". They are in fact not different entities from each other. "Teams" are rather used to create some team workspaces which aren't directly targeted at real projects.weird calendar bug with tasks and duplicates
see attached screenshots. the calendar is showing 1000's of recurring tasks for the same day. this happened last week too. the tasks do not show in the project itself.Tip 40: Activity reminder in Zoho Projects
Activity reminders come to the resue when you want to keep track of activities which are pending, overdue, or unassigned. You can customize and receive email reminders for the activities you need to follow up. Navigate to Personal Preferences in Setup and click Activity reminder under Notifications section. You can subscribe to receive email reminders based on the specified frequency. Learn more If you have any questions, do comment below or mail to us support@zohoprojects.com.Custom fields and sections for milestones.
Seems like milestones could use the ability to be customized. I'd like to be able to create layouts for milestones similar to how one creates them for tasks. Honestly, you all have the ideal functionality built, just needs to be applied to milestones.How I can create task in Project and link it with a Deal not Account in CRM
Background: I have Account with Deal in Zoho CRM and projects mapped with Account and Deal in Zoho Project. I would like to create task and sync them between Zoho Project and Zoho CRM. Problem is: When I tried to create task in Zoho CRM, I can either link task to Account Project or Deal Project. But when I tried to create task in Zoho Project, I can only link task to an Account, not Deal. See attached picture, you can only select Account, there is no Deal list.Next 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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