Power of Automation :: Dynamically generate Tasklists based on values selected in Task Custom Fields
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
Flexible Milestone Invoicing
If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, consider
Power of Automation:: Daily Time log summary broadcast to Zoho Cliq using Schedule Custom Functions
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:
Set Conditional and Dependent Rules for Issues in Zoho Projects
An Issue Layout is a customizable form to add and update information about a specific issue. The fields in the issue layout can be changed dynamically based on user requirement using the issue layout rules. Consider a scenario where an electrical fluctuation
Tip 46: View resource allocation while adding or editing tasks
Keeping track of employees workload can be daunting but also necessary. Overloading employees with work can cause burnout and reduce productivity. Managers should be able to identify resources who are less engaged when assigning tasks. This will ensure a balanced workload and also improve employee's efficiency. Zoho Projects lets you identify resources who are available to take up a job when you add or edit a task. Assign the task to team members and the calendar in the Start Date field will display
Power of Automation :: Notify users Automatically when @Mentioned in Tasks Description
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
Power of Automation :: Automate Deal Status Update in Zoho CRM upon Project Completion.
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:
How 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?
Smart Document Automation:: From Zoho Projects to Zoho Writer – Merge, Edit, and Share
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
Power of Automation :: Auto-Color Tasks in Gantt chart based on values in Picklist field.
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:-
French Tutorials
Is there any Zoho projects tutorials, ebook, video or else in french? If so, where can I fin it please? Thx
Power of Automation :: Autocomplete the Project upon Task closure.
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:
Power of Automation :: Auto update a custom field based on Parallel transition under Blueprint
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
Zoho Projects API Error - API v3; Always HTTP 400
Below I have uploaded my .py file I'm using: Always returns with response 400 :(( Console Logs: (venv) PS C:\Users\sreep\venv> python .\TimesheetBuddy.py Token file not found. * Serving Flask app 'TimesheetBuddy' * Debug mode: off WARNING: This is a development
Power of Automation :: Automatically update the Work hours of a task based on Custom field Value
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
View Kanban tasks in "Status" layout for all projects
Hi I'm testing Zoho Projects Express to see if it is suitable for my business. So far it looks great and seems to do everything we want (except critical path on the Gantt charts), but one thing I can't seem to figure out is this: If I go into a project, and choose "Kanban", I can select the "Status" layout which is great. I can see the status of all of the tasks in that project, and who is working on what. However, if I go to: Home > My Tasks > Kanban, then the "Status" layout isn't an option - only
Sandbox - Your Secure Testing Space in Zoho Projects
Managing projects often involves fine-tuning processes, setting up new automations, or making configuration changes. Making changes directly in a live environment can disrupt production as it does not leave room for trial and error. Sandbox in Zoho Projects
Power of Automation :: Automatically Approve/Reject the associated timelogs of Issues
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
One Place for All Your Automation Needs
All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.
Power of Automation :: Streamline Task Sync from Zoho Projects to Zoho Mail.
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:-
Power of Automation :: Automatically start / pause / stop timer on task status update.
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:-
Power of Automation :: SLA for Projects
Hello Everyone, In this post, we would like to highlight the feature "Time-Based Workflow Rules for Projects" Workflow rules help project managers organize tasks in a project by setting criteria and actions that meet the project requirements. Zoho Projects
Estimating Project Costs in Zoho Projects – Based on Hours and External Costs
Hi everyone, I'm currently setting up a project in Zoho Projects and working on implementing a budgeting structure. I’ve already enabled cost tracking based on hours logged to tasks, but I’m looking to expand this to estimate total actual costs, based
Issue List Export
When viewing all Tasks, there are options to filter the list and export. With the Issue list, I can filter, but not export the list. Is there somewhere else to go to get an exported list of filtered issues?
Power of Automation :: Design your Ideal Task form with Task Layout Rules.
Hello Everyone, Use case:- One of our customers, who is managing their entire workflow in Zoho Projects wanted to dynamically display task fields based on the type of task being created. For instance, if a task falls under the "Shipment" category, only
Zoho Projects Roadshow, Australia & New Zealand - 2025
Dear Users, We are happy to announce the Zoho Projects Roadshows 2025 in Melbourne & Auckland. Our team will discuss industry specific solutions as well as help network with other participants. If you are an existing user of Zoho CRM, Zoho Books, or Zoho
Power of Automation :: SLA for Tasks
Hello Everyone, In this 'Power of Automation' series, we are focusing on the feature "Time-Based Workflow Rules for Tasks." Workflow rules help project managers organize tasks in a project by setting criteria and actions that meet the project requirements.
Zoho Projects - Quarterly Updates | Q1 2025
Hello Users, We would like to share the latest updates for this quarter. Here is a round-up of the features and enhancements we rolled out in Q1: Working with Zoho Projects data in Power BI? Integrate Zoho Projects to Power BI and sync module data (from
Boost your productivity :: Scheduled Time Log Reports
Hello Everyone, In this series of power of Automation, I would like to highlight a handy automation feature designed to make our life easier - Schedule export for time logs. With this feature, we can automate the export and delivery of timesheet reports
Web Tabs in Zoho Projects
Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, you
Analyze Project Trends with Power BI Integration for Zoho Projects
Integrate Microsoft Power BI with Zoho Projects to sync project data, create reports, and analyze trends. This integration allows you to track key project metrics and share insights with your stakeholders. Managing multiple projects requires clear visibility
Supercharge your Business with Automation: A Proven Blueprint for Success
Hello Everyone!! This is in continuation to the Power of Automation Series!! In this post, I would like to highlight the Blueprint feature under Task Automation and the use case that we have solved for the IT industry who is managing the Software Development
Power of Automation::Streamline Associated Teams during Blueprint transition.
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 :: Preventing Infinite Loops in Zoho Projects - A Smart Approach to Task Workflow Automation
Hello Everyone, Today, we’re excited to share a smart solution to a common issue in Zoho Projects: Infinite loops caused by Task Workflow Rules and Custom Functions. Use Case: In a task layout, the two custom fields—Gross Rate (GR) and Net Rate (NR) —are
Invite External Users to Zoho Projects Without a Full Zoho One License
Dear Zoho Projects Team, I hope you're doing well. We would like to request a feature that allows external users (such as freelancer developers) to be added to Zoho Projects with a more flexible access model—similar to what is available in Jira. Currently,
Power of Automation:: Automatically sync the highest completion percentage from subtasks to the main task.
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:-
Use result of one formula field for another formula field
Can I pull data from one formula field as one of the values for another formula field? I tried doing it and it's returning an "invalid formula" error so I'm not sure if I made the formula incorrectly or if it's just really not possible to do that. Also,
Zoho Projects-Learning
Greetings, I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for serious studies. Recently a
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
Power of Automation :: Add Note to a Linked CRM Deal
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
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