Make mention empty
I want to replace mentions in comments with an empty string.I am using regular expressions to specify the mentioned users, but the mentions are not being replaced properly in the CRM and Projects features,even though I am using the same code. Regular
Zoho User Group In-person Meetup in Sydney - Hybrid Project Management
Dear Users, We are happy to announce the Zoho User Group Meet-Up in Sydney. The initiative aims to bring together product users and experts to provide a platform where we can exchange ideas and share best practices. Our product teams will help users understand
Have you tried 2-way sync with Unito for Zoho Projects?
Hey Zoho community! 👋 I'm curious to know: Have you tried Unito for Zoho Projects to connect tasks with other tools in your stack? What were your experiences like? Did it streamline your processes? It's designed to be a no-code solution so anyone can
Power of Automation :: Auto-calculate the duration of the Project.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. One of our
Zoho Tables Integration
I'd love to see Tables as a tab in Projects. I know people have asked to add Tables as a web tab. And, maybe that will work. But, I'd like the link to be specific to one (project) Base, not to Tables in general. So, that would be a lot of Web Tabs to
Reorder Subtasks within a Task List Template
Love having Task List Templates! They are a great way for us to embed our Standard Operating Procedures within Projects. Use Case: We try to make the order of our tasks and subtasks represent the order in which tasks should be done. I have a situation where we need to add a subtask to an existing Task List. When I do, the subtask is added to the end of the list of subtasks. However, I need to reorder my subtasks so that it's higher in the list instead of at the bottom. I do not see a way of doing
Power of Automation :: Automatic creation of the team in a project based on the selected project group.
Hello Everyone, A custom function is a software code that can be used to automate a process and this allow you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
About the project webhook
When the latest comment is added to the comment field of a task, it is posted by the webhook and handled by the CRM function function so that cliq is notified to the user. However, if the number of characters in the comment is 361, it will not be notified,
Power of Automation - Automatically activate the Roll up functionality whenever a project is created
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically activate the Roll up functionality whenever a project is created Here is the code for
Timesheet Lock Module and Request to Unlock Module
Dear Zoho Team, I have Product Designer and I have many times used to zoho project applicaiton. I have here to idea share about Timesheet Lock Module and Request to Unlock Module. Many people fill timesheets daily but do you realize that back timesheets
Power of Automation :: Automatic removal of the associated team folder once the Project is Archived.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
API to retrieve Comment from Project Dashboard
Is there any API for doing that? Comments from this page https://projects.zoho.com/portal/[portal_id]#dashboard/[project_id]/comment
Automatic task status update when timer has started or Vice a versa
We want to start the timer when the task status has changed from Open to RUNNING. In order to keep the track time logs automatic. And when the task status is updated to CLOSED we want to stop the timer. This will give the accurate log of timer. With current flow we have to go and click on several places to achieve the above. Also, at the time of task status update. The current time should get noted to someplace. Which can then be used in reporting. Rather than just an activity log. The similar
Power of Automation :: Monthly auto-creation of the project and its entities using the dates of the current month
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 automate
Blueprints
Hello, I created blueprints for a project template. I associated those blueprints to that template so that every time someone uses the template for a new project they are applied immediately, but when I create a new project based on the template, the
Auto-update the Successor Task Status.
Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successor
Blueprints in a project template
Hello, I created plans for a project template. I associated those plans to that template so that every time someone uses the template for a new project they are applied immediately, but when I create a new project based on the template, the plans are
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
Power of Automation :: Auto update the task status according to the start date using Schedule Function
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 automate
bulk task edit many at once
the bulk update on tasks is great, click a few tasks, and then change a status or owner on it etc. the thing we are noticing is that we need to change 3 or 4 things on the tasks. to do this, we have to select the tasks, and change one thing, then it saves, then select the tasks again, and change the 2nd thing, and then it saves.. etc would it be possible to queue the changes, so we can select the group of tasks, then change 3 or 4 things on the task (status, owner, custom drop downs etc) and when
Power of Automation :: Create recurring Projects using Schedule Function.
Hello Everyone, Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Today, I would
Introducing Projects 8.0 - Focusing on Ease-of-Use and New Features
Hello everyone! It's time for the reveal of the 8th version of Zoho Projects! This year our focus has been on minimizing the learning curve and improving the ease-of-use of the tool, so anyone new to Projects can hit the ground running and existing users
Power of Automation :: Automatic removal of project users once the project status is changed.
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 automate complex tasks and
Power of Automation :: Streamline notification on Zoho Cliq channel on project creation.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. One of our
Methods to assign a follower to a task automatically? API?
Hi Zoho Team + Community, We developed a method to use Zoho's Project API to create tickets in to our ticketing system automatically, it's been a great achievement for us! The only issue we have is that it centers around the API account being a "follower" to a the task, Is there a way to have an automatic follower set for all current and new tasks to have a pre-set follower? We experimented with following a Tasklist and new tasks under that Tasklist do not seem to work. Any option would be very helpful.
Power of Automation - Automate the creation of tickets in Zoho Desk when an issue in created in Zoho Projects
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 automate complex tasks and
A way to force the task status transition to multiple assignees
We would like to have a way to force the approval of multiple users for a task status change. Right now we have to create a chain of blueprint transitions where the "After" rule does assign the task to all of the necessary users in turn. This is not an
Power of Automation:: Automatically associate the Timesheet layout upon Project custom field update.
Hello Everyone, We received a specific requirement from one of our customers and decided to share it here so that others with similar needs can benefit from it. Requirement On a specific custom field update done in the Projects module, the user wanted
How do I turn off the time
I want all our timesheet entries to be manually entered and remove the Timer option altogether. When I go to toggle it off, it give me a warning that "Tasks and Issues have running timers. Click here to see them... " etc. However, when I click on that
Power of Automation :: Automatic email to task owners when the Project status is completed
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 automate complex tasks and
Work agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classic
Project Templates Possible?
Used to be easy to turn projects into templates when I checked this out a couple of years ago. The new interface is nice, but I can't see how to make templates anymore. When I set up a project it asks if I want to use a template, so I made a project I'd
Power of Automation :: Automatically associate the team upon project creation.
A Custom function is a user-written set of code to achieve a specific requirement. We should create a connection with required scopes. Then, set up work flow rules criteria and associate a custom function to that workflow rule. Requirement: One of our
Expense Report access in Zoho Projects by approver
Hi, As approver I am trying without sucess to view a submitted expense report in Zoho Projects before my approval. How can I view a report submitted in Zoho Projects before my approval? I would like to manage all process using only Zoho Projects. Best
Announcing ZUG India Meet-ups - Interact with Zoho Projects & Sprints Experts in your city!
Dear Users, We are happy to announce another round of Zoho Community User Meet-Ups in India. The initiative aims to bring together product users and experts to provide a platform where we can exchange ideas and share best practices. Our product teams
How to send an Email by using custom fuction??
Hello I tried custom function which is given under developers space i written a code of sending mail code is working but not receiving any mails, please help me out
Power of Automation :: Automate the creation of tasks and link them to the issues.
A custom function is a software code that can be used to automate a process and this allow you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
Creating Hidden Items
Hello Is it possible to create a hidden item in the task details?
Issue Status Timeline in Zoho Projects
Issue Status Timeline is a visual display of your issue's status updates. You can track the status of your issue by knowing when and who made the updates. Depending on your preference, these updates can be viewed either as a timeline or a list view. For
Power of Automation::Automatically dissociate Issues from the Task on Issue closure.
Hello Everyone, We received a specific requirement from one of our customers and it has been fulfilled by utilising custom functions in Zoho Projects. Sharing the same here so that others with similar needs can benefit from it. Requirement: The user wanted
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