Timesheet export all projects
It used to be possible to export the timesheets for All projects/All users by selecting the 'All' option in the 'Users' field. However this option now returns no results and it appears that all users need to selected individually. Is the 'All' Users option now redundant?Log User
The user did not access the zoho projects platform and there was a notification of tasks and in the logo presents that carried out an action. However, the user does not access the platform has 1 week. See attachmentGoogle Tasks Not Added To Task List
My account is setup so several tasks are added when a new project is created from a project template. I have integrated Zoho Project with my Google Apps account so the new tasks will be added to my Google Tasks. However, when tasks are added in Google, they are not added under an existing Google Tasks List like it is with Zoho CRM. Instead, every project milestone creates a new task list in Google Tasks. Then the tasks belonging to the milestone are added under the new list. This is a problem.Creating Project under group w/Deluge
In Deluge, I need to create a project in Zoho Projects under certain Groups. What is the Deluge way to access the group name and ID in Projects? Thanks.Make the presence of subtasks more obvious
We often work from Kanban view and when opening a task, the presence of subtasks is at the bottom of the screen (and depending on monitor size, off the screen) and tucked in with the Comments, Subtasks, Log Hours, Documents, etc. The presence of subtasks within a task is not clear. Suggestions to improve UI: If closing the parent task and there are open subtasks, display a warning prompt that there are unclosed subtasks. This would help prevent accidental closure of subtasks. Add a visual indicatorZoho - Please Fix Task Alignment
Please see attached screenshot, as they say a picture is worth a thousand words. Thank Youreports: timelogs per milestone
is it possible to see project time logs broken up by milestone?User Interface Idea of the Year for Projects :-)
The filtering function is incredibly useful and powerful. It would be even more useful if (optionally) every time a filter was selected it did not close the filter box. See attached screenshot. This would allow a project manager or user to slice and dice tasks in many ways without having to endlessly reopen the filter box. Thank you for considering.failure to generate token access
Hello, I want to get a token to connect my Qlik Sense application to the rest API of zoho project. but when you follow the steps of Authentication OAuth2.0 I can not continue, since it asks me for an Authorized redirect URIs and I do not know where to get it to be able to move forward. I hope you answer. Thanks so muchRedacting support for TLS v1.0 and v1.1
Dear Users, We hope you are enjoying your journey with Zoho Projects. Over the last few months we have rolled out several new features and have enhanced our security protocols. To ensure that your data is transmitted securely and to conform to the latest PCI standards we will be moving to TLS v1.2 from November 1st 2018. The older TLS 1.0 and 1.1 will no longer be supported. Users who use secure servers and browsers to access data and APIs from Zoho Projects will have to upgrade to TLS v1.2 tocreate a user group
How to create a user group, to associate with a task. For example department developmentChange portal name
We have created a portal with name "acclyne" and ended up deleting it with the intention to create a new one but now we are not able to create a new portal with "acclyne" name which is our company's name A portal with this name already exists. Please try another name.Docx / Xlsx files being cataloged as .Zip when attached to a Bug
Hello there guys, Just as the title implies we're having certain issue given that when we attach a .docx / .xlsx file on BugTracker it's being indexed as a .Zip file and when we try to open the file directly from the browser the "Default" app to Open it is automatically directed to WinRaR/7zip/WinZip which gives us an error Apart from that when we select that we want to open that file with any other App (Office in this case) the browser itself resets after we close this window/thread and we haveLink from a 'project' set up in Zoho projects to the Account it belongs to in Zoho CRM
Hi There does not seem to be an obvious link in ZOHO Projects back to the Account in the CRM. There is a link from the account in CRM to projects for the client in Projects but not the other way round. Is this deliberate, an oversight or am i missing something? thanks PKPlease Allow Custom URL Field
I was attempting to create some custom fields for projects and tasks that would allow us to enter links. For instance when a task relates to a G Suite document I would like a field for the user to enter that link. And I would like to create a link for the main G Suite project folder with a custom project field. However for some reason a custom URL field is not an option. Please consider adding one. Thank YouClient user can't access bugtracker
I added a client user to my project, and he can log in and see the forum, but can't see the bug list. Did I do something wrong when I added the user, or do client users not have access to the bug list?Help - subtask and change date on schedul
1) In the timeline the subtask is able to have date higher than the task. How to block? it would be possible? 2) Would it be possible at the time of the task date change, trigger a flow to be approved to change by an administrator profile? The objective will be to avoid changing the entire scheduleassociate tasks with other tasks
I love the feature, where you can associate documents to a task. this saves us from having to upload files again in to a task. instead, we are able to just associate a document that has already been uploaded to a project, which saves us time and storage. being able to do this is important to our employees out in the field. they open a task, and see a file that is relevant to what they are doing at the moment. I think it would be tremendously helpful if we could do the same thing with tasks. allow[organization] How to manage projects' priority
Hi dears, we love zoho project, I'm wondering how do you manage projects order. We are used to work in this way: When one of our colleagues complete a task, and he is ready for committing to a next task, he scroll his tasks, ordered in project priority, and usually pick the 1st available/assigned task with the highest project priority. This organization worked very well in the past for us, but we are not able to do the same in zoho projects. We have dozens of projects. And it is difficult with zoho projects,Documents/Google Drive integration is limiting
The Zoho Projects Documents paradigm only allows documents to be uploaded to Zoho Projects. That can be very useful. But many project oriented firms maintain a project folder on a document management system where all project documents must go, whether that's a network drive or Zoho Docs/TeamDrive or G Suite Google Drive or whatever. For instance, we maintain all our docs on G Suite Google Drive. We need to be able to link to those documents in Projects. Instead all Zoho Projects Documents does isPrint Task Report to PDF?
Is there a simple way to print a task report to pdf? The only option I see is to export to Excel, which loses outlines and is not a very good way for sharing with non-zoho users who we just want to email a nicely formatted task report. Thank YouTeams or Departments in Zoho Projects
Hello, Wondering if there are plans to implement the Zoho Desk teams feature in Zoho Projects for task assignment? Often times, we assign tasks to a department rather than a person. Also in project templates, we don't know the specific person who will do the work, but we do know the department. Seems like if this were implemented the utilization report would also have to be by team. Looking forward to your response, thanks!Projects and Workflow in CRM
I am having difficulty figuring out the best way to integrate CRM and workflow processes - and I believe Zoho Projects may be the solution. I need to be able to create Accounts and link them to Deals in such a way that each Account is separate from the other but would be ranked together with all the other Accounts tagged/associated with the same deal. Here is the real life situation: We represent sellers and need to find the right Buyer for them. So we create a Deal and over the course of a number"From" email address for Zoho Projects notifications
Is it possible to change the "From" email address for notifications so it shows as coming from Zoho Projects rather than the project name?How to save preferences
I have a long list of projects in each of my groups. Everytime I sort them by alphabetical order, when I leave the project list view I have to sort them back. Same thing with calender, I filter my view by events, I have to do it again each time. It’s quite annoying, my team and I use ZProject everyday, is there a way to have this set as preference views? ThanksLast Assignee through Automation Rules on BUGTRACKER
Hi there fellow Zoho Devs, I'd like to know if there's any chance or development currently being done on this topic. It would be amazing if the Last Assignee could be assigned through automation rules when some trigger is met as configured let's say if I do something as Assignee 2, the Ticket automatically goes back to the Assignee 1 Kind Regards and thanks for your answerHow do I add a project to client after passing import from crm screen.
So I've added a client using the import screen. In the import screen I was able to click on the projects I wanted to add to the client. this helps to group them by client on the projects screen. Now I'm adding a new project to an existing client. I go client users in settings and it shows projects under the client, and has a way to add more projects. but when i start searching for the projects to add, only projects already added to the client shows up. I even have an an existing client for whichTasks in notifications
notifications in iOS and on the web app when someone completes a task show the words "Task.completed.s". Thats all it shows until you click on it for more info. I have to assume this is a mistake. I thought it was a developer bug, and I wrote in about it a few times. Its been many months and its still like this. Please fix it to actually show relevant info.Custom Colors for Kanban columns
I really wish the kanban view was more like Zoho Connect where you can adjust background color of the columns.how to delete my account
How can I delete my acount. I am no longer employed by polito and need to transfer eerything over to the polito team members. I started a project for polito and would like to turn that over also. How to do that?Request: Home Page for Pages
Hi, It would make the pages module far more usable if you could configure one of the pages to serve as the 'Home' Page, and that when you clicked Pages on the sidebar, it would then take you to this page rather than to the dashboard....IP range for Zoho Project's whitelist
Due to company policy, our customers need to open the public ip range of the Zoho domain in the firewall. Because the company's internal policies will control the scope of the Internet, it is necessary to know the IP range of the Zoho domain. Thanks for your help !!Email Buttons & Integration
Hie, Have Two Questions:- 1. We want when user complete any task in any project then client get Email of that with Approval Button on it, if Clients click on Approval then Assigned user get email of that and start work on next task. And needed one more button named Modify/Modification if client clicks on that a popup note will shown to him where he can add needed modification and submit . when client clicks on submit then assigned user get email with that note. Is that possible? if yes then how canTip #32: Deleting a portal
We are back again with a new tip. As part of our GDPR compliance, we have included a delete portal option so that you can delete your portal anytime you wish to discontinue Zoho Projects. There are certain conditions to follow which need to be satisfied before you can delete a portal. This option is available only when, You have removed/deactivated all the users in the portal. You can delete a portal user in the portal settings. Your subscription has been downgraded to the Free plan. Learn moreProject Recovery in Zoho Invoice / Projects / Timesheets
When I create a project in Zoho Projects and all tasks are finalized, I can create an invoice directly from Zoho Projects. I find this bill in Zoho Invoice. But is it possible to find the project and the tasks created in Zoho Projects in the "timesheets" menu of Zoho Invoice? Thank youtask completed notification doesnt work well
when one of our techs completes a task, we get a notification that says: "Task.Completed.s" seems like a programming bug? additionally when we click on the notification, it doesnt allow us to click through to the actual task. see attached screenshots.Please add issues/bugs to calendar sync
Issues/bugs show up on Zoho Project calendar, but do not sync to either Zoho calendar or Google calendar. It's a little frustrating because every time I try to come up with a workaround for the fact that Zoho has not yet integrated CRM and Projects calendars (not to mention tasks) across applications, so we can have one integrated view, something stops me :-). We just want an integrated calendar view so employees are not monitoring multiple calendars. Real time project calendar sync is also a mustzoho calender
I have 2 questions here : 1.can we sync the calendar activities from zoho crm to zoho project and vice versa 2.Can we automate in Zoho project such that an event coming from crm calender comes up as taskDoes sync with Google Tasks still exist?
Several different Zoho Documents state that project tasks can be synced with Google tasks, and it's advertised as a feature on your website here. We have Zoho Projects fully integrated with G Suite, but none of these Google tasks sync options show up. Nor do they show up for Zoho CRM which also says it has sync with Google tasks. Would someone from Zoho please advise is this feature still exists? I have also submitted a ticket on this issue. Thank YouBatch change dates
It would be very helpful to be able to batch change the dates for multiple tasks either within a project or in My Tasks. At the moment when a load of tasks due for the same day are set it takes time to go through and date set each one individually.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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