Expand/Collapse My Tasks list single button
It would be extremely helpful to be able to collapse or expand all tasks in Classic view in My Tasks by clicking just one button. This list doesn't load very well anyway and this would really help organise this list.Cannot create project with ZohoOneEnterpriseTrial plan account
Hi, When I attempt to create a new project, the function to do so is ghosted and not clickable. Another user on the account had created a project. There was also a demo Project created by Zoho. After looking through some posts in here I found we can only have 1 project for the trial plan. So I deleted both projects but am still not able to create a new one. My user level is set to Admin. Any other ideas on how to fix? I've attached a pic of what I see in the Projects area.Module geared more toward solopreneurs
I'd love to see Zoho roll out a projects module that's more for solopreneurs. I'm using Zoho Books now and would love to be able to move more of my applications under the Zoho umbrella. Unfortunately, Zoho CRM and Projects is just too unwieldy for me as a solopreneur. I'd love to see Zoho have something more like Dubsado or 17Hats. A key thing would be the ability to send emails / monitor email from within the app itself (as opposed to having to switch out to CRM). Zoho seems to be made for largeOne Zoho Projects account, Two Zoho Books Accounts
Hi there, We are in the phase of transitioning from a proprietorship entity to a Private Limited entity. In this transition, we will need to keep both the accounts live since it is the middle of the financial year. However, the clients are not changing. Some clients will be a part of the proprietorship entity, and some a part of the new private limited entity. And so, we wish to connect two Professional Zoho Books accounts to one Zoho Projects account. Is this possible? If not, can your team pleaseShare personal information in Zoho projects (US server)
we use Zoho projects, where we add personal information of clients in the tasks, our GPO tells us that we can not add this information because the server is outside the EU and we would need permission. this is so? the only way to continue with Zoho projects would be to migrate it to the EU, but from Zoho there is no way to do it without losing information.Resource Allocation Chart - Why Are Some Hours Missing?
When looking at the resource allocation chart: Appears that the work hours on some tasks a) are not included on the labels and b) not counted towards the total hours for the day. I can't figure out why some are working and some are not. I have attached the following: - Screen shot of resource allocation chart where some tasks are showing work hours and some are not - Screen shot of a task that is working - Screen shot of a task that is not working Can anyone help me figure this out?Client user see option for Gantt Chart under Reports tab but can not see the chart
As the Project user I can see the Gantt Chart report but the client user on the same project only see the option for Gantt Chart on the Reports TAB but clciking it does nothing yieding no report. This client user has been assigned to the external projects tasks as a user and can view Task lists etcSub-Tasks and Planned vs Actual Resources
Hi there, If I set a budget of e.g. 10 hours to work on a task, then register 2 hours of work to a sub-task, those 2 hours will appear as actual hours on the sub-task, but will not be added to the hours worked on the parent task. Since sub-tasks are by definition part of the parent task, I would consider this a bug, which limit the utility of what is otherwise an excellent feature. Do you think you might be able to do anything about it? Another way to do this would be to allow planning to take placeTip #29: Manage projects via email
Email has come a long way from being a simple communication tool to an effective work management product. Zoho Projects lets you perform several actions such as: add tasks, comment on tasks and other project activities, post replies to forums and add documents to folders right from your email. Our focus today is on adding tasks to your projects. You will need the task email alias to add tasks to your project. Navigate to Project > Dashboard and click . Copy the email alias under To Add Task. TheHow do I mass edit time entries?
Since you can not filter or sort time entries by what has and has not been invoiced (you can only see the icon but not separate invoiced from non-invoiced), I would like all time to initially be entered in as un-billable and I can change to billable as I bill them. (since you can see this separation) So my question is HOW do I mass edit this? Can it be done?View Planned Timeline vs. Actual Timeline in Gannt Chart
Can I compare in Zoho Projects the original timeline projection with the actual timeline of the project in the Gannt Chart? When I change the dates and times in an already defined project I lose the initial definitions. I would like to be able to see graphically my Planned time vs the Actual time. See attachment as example. I got that screen from another Project Management tool that has that feature. That is a very good tool!How to edit Group Names - Seen when creating a new project from template
When i create a new project from a template, after 'Project Overview' there is a drop-down for 'Group Name'. Where can I edit/add/remove items from this list? I want to change the groups available to me in that drop-down but can't find it anywhere in settings.Create Bug in Zoho Project with Attachment
Hi All, I am working on "Create Bug API" (https://www.zoho.com/projects/help/rest-api/bugs-api.html#alink3). I want to upload the image as an attachment while creating the bug. I am trying to use "uploaddoc" parameter. What will be the value format? (Absolute Image path, Base64_encode format etc.) Please do share the example if any exist.Task and Sub Task Definition in ZOHO
Greetings. Can I have several levels of task groupings in ZOHO? The advance percentage of grouping levels is updated automatically or do I have to manually record the progress of groupers?organize issues by product
We are a software company with several products (4 to 6): what is the way you suggest to manage bugs in our case. Apparently we can't view a list or a Kanban of issues accross different projects. And Also I've been told that you don't have modules anymore (it was a possible solution to organize our bugs according to products). what is the alternative for us. because as a manager I can't possibly do my job if the issues are only visible within their respective projects, I can't assign them if I don'tBug tracker custom fields in API
I am using custom fields in Zoho Projects Bug tracker. How do I get the data for those fields via API.Tip#27: Global Add
There are always some impromptu situations where you’d want to add new projects instantly, add tasks in project B while you’re in project A, file issues immediately when they occur, log timesheet while you’re incessantly working on tasks or issues and so on. You can easily handle these situations using Global Add. Add tasks or any modules to the desired project by simply clicking the global add button. Global add is instant, saves time, and is easily accessible from anywhere in Zoho Projects.YouTask List Advice
Hey guys! do you use the task list feature?! if i create a task list - it looks like as i add them, the 'newest' shows at the top? So, my tip would be, if that's the case, start with your last step first and then they will be in order! I.E. if your steps are, create domain name add cname record set up hosting then it will appear in your task as :: set up hosting add cname record create domain name and that's backwards - these tools are supposed to make our lives easier and we get everything ironednotes on timers needs help
timers are very useful, but without notes they arent. yes, zoho projects timers have the ability to enter notes but its implemented in a way that is very limiting. 1. when closing a timer on iOS, please prompt us for a note description instead of just closing the timer 2. on the web app, when i go check the notes on a time log, i can not COPY the text of the note without going in to EDIT the timer first. I can hover over the SHOW NOTES button but if i move my mouse over to try and select and copyTask Functionality
Trying to figure out if there's a way to use a task with a specific field tied to JUST that ONE task - so the user can select from a dropdown box or (pick list as they call it) the answer to the task and then click 'close'. the task only requires a one word answer yes or no - i've created Task Layouts but those are associated with each new task created. I thought creating the fields would allow me to assign fields TO a task but it doesn't - or at least i can't figure it out. I have to have this YesTip #26: Execute Next Business Rule
Business rules support webhooks. Each business rule can be used to call a webhook when a specific criteria is met. What if you need to call two different webhooks for a matching criteria? Continuing from our Tip #25, lets see how to workaround this limitation using the 'Execute Next Business Rule' option. 1. Create a business rule to 'Update Support Ticket' when a bug is created or updated and set the criteria to match when the status is 'Closed'. Select the "Execute Next Business Rule" option.Notifications for users tagged in comments
I've looked for this, and can't find a solution. When a user is tagged in a comment (e.g. @User1) it would be great if they receved a notification - either by e-mail, or by the notification button (bell) in the top right of the window. Otherwise, there's no way to know if you've been tagged.New Zoho Projects Time entry in API - General Error - 6500
Hi there, Integration: Active Collab - Zoho Projects I'm trying to create a new Time entry under a task in Zoho Projects, using the API. I've already synced up tasks and projects. But I'm having a hard time creating a time entry. I've tried with php and with postman. On both ends I get the same result: {"error":{"code":6500,"message":"General Error"}} Here's my request: $request_parameters = array( 'authtoken' => 'APITOKEN', 'date' => '02-20-2018', 'bill_status' => 'Billable', 'hours' => '02:22'Predecessors and dependencies
How do we create predecessors and dependencies?Tip #25: Updating Tickets in Desk from Zoho Projects
Customers submitting tickets in Zoho Desk often wonder about its status. Support executives convert the ticket to a bug and it's filed in Zoho Projects. But what next? How do you inform the status to customers or notify them that the bug has been resolved? Business Rules can be used to solve this problem. A Business Rule performs a necessary action when the specific criteria is met. To inform the customer that a ticket has been resolved, a notification can be sent to the user when the bug is closed.Simple Notes Section Within a Project?
Hello- New to projects and am still getting to know the software. I have searched everywhere to find a place to write simple notes within a project. I would assume this would be within the dashboard. Is there a way to add a simple not field or two? As a work around, I'm creating a document within the documents section and I'm placing notes in there, but this is a very awkward workflow and it ends up opening a new window. Any advice? Thanks!Filter types (tipos de filtro)
Dear, I would appreciate indicating how the filters shown in the image work Regards (Estimados, Agradecería indicar como funcionan los filtros que se muestran en la imagen)Date format
Can I change the date format to UK one? Thanks.time sheet notes in invoices
when adding time sheets to an invoice, it would be much more useful if we were able to show the "time sheet notes" in to the "Item description". just showing the project name isnt useful for us.docs integrationt
if I create a new zoho doc or sheet in a project ,It doesnt show up in my zoho docs or sheets app. is that right? am I doing something wrong?Increase the limit of values to load in the custom field
I create a new custom field, but only let me include only 100 values, and a need to put in more than 100. How to increse these value?task layouts on a task list basis (instead of per project)
task layouts are amazing. the ability to add custom fields, and have them available on iOS, and also have the ability to bulk change the custom fields is great. our issue is that we need to have different task layouts for different types of task lists. it would be great if we could adjust the task layout on the fly on a per task list basis. this would tremendously help our work flows. current if we do it project wide, then having a default value hurts us instead of helps us. we would only want aAttach google doc
How do i sync/attach a google doc to zoho projects? Every time i do it, it wants to "upload" the doc and put it into zoho drive. That is absolutely not what I want. Let's face it: Zoho docs is terrible. Google is way ahead, and I want to use GOOGLE DOCS, not zoho!! ALl i want is a reference to my GOOGLE drive. Yet zoho insists on inserting itself into the equation. This makes it a very frustrating experience. All our stuff is in google drive. I want it to remain there. Why is zoho fighting us onAsk the Experts: 5-hour knowledge exchange marathon on 'Task Dependencies' in Zoho Projects.
Hey folks! The Ask the Experts initiative for this month focuses on issues that frequent the support desk and hence demand expert advice. This session is around 'Task Dependencies" as it has invited many a query on the forums on topics such as: 1. How to set dependencies for unscheduled tasks? 2. Can I set task dependency in task templates? 3. What are the dependency types supported by Zoho Projects? Task dependencies help in linking tasks that depend on a sequence. While the Finish to Start dependencyAccess /portals/ API via OAuth2 authentication
I'm trying to use the /portals/ API to fetch the list of portals that I have access to. I'm using the following API call:- curl -X GET \ https://projectsapi.zoho.com/restapi/portals/ \ -H 'authorization: Bearer <my-access-token>' \ -H 'cache-control: no-cache' \ -H 'content-type: application/json' \ However, I'm getting :- { "error": { "code": 6500, "message": "General Error" } } Any pointers on what I need to correct?Looking for Zoho Consultant / Developer to assist Implement into our company
We love the Zoho family of products and have struggle with finding time to fully implement Projects. Looking for a consultant to assist. Must posses a strong working knowledge of projects. Must be able to assist in implementation - best practices Must be able to train 4 users - English Offsite consulting is acceptable. Our industry is Marketing/Advertising in Canada Please Contact me at lhilario@klokwerks.com . or sales@klokwerks.com Regards, Lino HilarioIn spotlight #1 - Customize Task Fields to suit your project management model
Hello everyone! We are excited to launch the 'Spotlight on Projects' series, as part of our new Community Learning Series, aimed at helping you master Zoho Projects. In this series, we'll showcase a feature that just released or one where we have more of you sending us your queries. Join the Spotlight and share your queries on the feature in focus. A team of product specialists will answer your queries. We'll feature posts in this series on-demand or on the heels of a recent release. The featureAsk the Experts: 5-hour knowledge exchange marathon on 'Task Custom Fields' in Zoho Projects forums.
Hey folks! The Zoho Projects Community is launching 'Ask the Experts' on Nov 9, 2017. The Ask the Experts initiative focuses on issues that frequent the support desk and hence demand expert advice. We'll be kickstarting the session around 'Task Custom Fields' as it has invited many a query on the forums. This platform brings together product experts, the Zoho partners and other techies to be at your disposal for five full hours as you seek expert guidance. Go ahead and begin posting them as comments
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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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