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 wantedHow 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 thatPower 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 andWork 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 classicProject 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'dPower 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 ourExpense 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. BestAnnouncing 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 teamsHow 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 outPower 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 andCreating 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. ForPower 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 wantedHow to import timesheets or entries into a projecgt
How can one import timesheets into a project via a csv file?Power of Automation:: Automate the process of updating project status based on a specific task status.
Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > DeveloperCustom section and fields - Zoho Projects and Analytics
Hi, I created a project layout (Zoho Projects) with sections and fields custom and now when I try develop a report in Zoho Analytics these fields don´t are shown in the table Projects. I am curious because some custom fields are shown and I can use inImplementing OKR (Objective Key Result) Methodology
I am searching for a way to implement OKR methodology in Zoho Projects. Recently asana has launched this feature in its latest update. https://www.youtube.com/watch?v=Pdl30lWH2lY&list=PLNzc9PubwlIkev1VuIhSTzwc4aYPIncwz&index=5&t=0s on this link one can see how it works I want to know how can I implement this into Zoho Projects My idea: 1. Name the project group in Zoho project based on Objectives 2. Name the individual project (within the project group) as Key Results 3. Name project tasks as tasksProject Approval Process Workflow
Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of theProject End Date
My company works on accounting, and as such we work on very strict deadlines for projects. We have generated both task and project templates for each type of project without any "durations" or "start after", as the only important thing for us is the specificPower of Automation:: Streamlining Task Status Synchronisation with Project status.
Hello Everyone, Here we are again thrilled to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. We should create a connectionDealing with part timer users in Projects
Hi there Are there any plans to add user based working hours to Zoho Projects, so we can specify that someone only works Monday-Wed for example, with the ability to prevent a task being logged for a non working day, or a pop up alert.Gallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.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 - Automatically capture the last modified time of the task into a custom field
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. Here is the requirement The customer would like to get a field to capture the last modified time of the task. He created a customDispute ticket
We want to move our dispute tickets onto that platform. We are also moving our tech bugs onto that platform. I want to get familiar with how it works. We want to come up with a workflow that is easy to manage and shows us the reasons for the refundHow to Transfer Zoho to Asia data center
Hello, I do not know why am I at india center as I am at Asia and my supposed to be team/org is RUMBLE ROYALE. Please help me transfer asap/Creating Zoho Projects' task should handle embeded images
Hello, I'm using Zoho Mail and Zoho Projects integration to create tasks. When creating a new task, only the text of the mail is copied in the description. It would be good to have images also carried over. I quite often get embeded image to illustratedLive update/refresh My Tasks list
Would it be possible to make the My Tasks list easier to update/refresh changes made by others in the team? At the moment it needs the user to manually refresh a task list to pull any changes through and there is no prompt that they should refresh, so it may never be done during a day. It would be great if either the task list was more 'fluid' and updated/refreshed itself every few minutes, or there was a pop up prompt for the user to manually refresh the list. At very least it would be good toPower of Automation::Automatically update a project's custom picklist field in accordance with changes in the task status.
Hello Everyone, Here we are again thrilled to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditionsPower of Automation::Automate the process of creating Tasks from Task template on project status update.
Hello Everyone, Here we are again to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions neededHow to deactivate the "Create a priviate copy of this layout" for users/profiles
Hi, I searched how to deactivate the access for user to the check box "Create a priviate copy of this layout" but didn't find it by myself in ZProjects nor in the community topics. I tried to manage profiles like this but it didn't work : And no betterBulk Edit Work Hours field
Hello, is there a way to bulk edit the "Work Hours" field? I mean this: I can't find an option. Thank youCant BCC comments
Whats the reason why we cant bcc to add to comments? We are getting this error: We are unable to process this email. WHY DID THIS HAPPEN? We suspect the below reasons to be the cause of failure : 1. You might have mis-spelt the email address. 2. You might have added the email address in BCC I used the copy option within the comments to copy the email address. It works fine if I cc, just not bcc.Tip#28: Project Timeline Gantt in Zoho Projects
Hi Folks! As part of the tips and tricks series, we are back with a tip on Project Timeline Gantt. Here’s how you can use Project Timeline Gantt 1. Prioritize your projects based on percentage completed and focus on the projects that are currently in your pipeline. Hover over the project name to know percentage completed. 2. Visualize your projects on the Gantt plotted for 3 consecutive years - previous year, current year and next year. You can adjust the timeline view from fit to max. 3. NavigateRecording project risks
Does Zoho projects include the facility to record risks and issues related to a project? If not, is there the facility to get round this by creating a custom entity? I can only find old posts saying this functionality may be added in the future or to purchase the bug tracker module separately? Many thanksPower of Automation::Automate the process of cloning a Task on specific status update.
Hello Everyone, Here we are again, filled with excitement to share yet another requirement that has been accomplished through the implementation of custom functions. In general, a custom function is a user-written set of code to achieve a specific requirement.Please Allow Us to Edit Task Field Priority Statuses
In Zoho CRM and Zoho Desk we can set the options for the pick list Priority. Just as in Zoho Bugstopper we can set them for severity, Please allow us to do the same for Zoho Projects task priority. We use (4) priorities and would like them to be consistent across our Zoho applications. Thank YouAnnouncing ZUG USA Meet-ups - Interact with Zoho Projects & Sprints Experts
We regret to inform that the scheduled meet-ups in USA have been postponed. We will announce a revised schedule once it is finalized. We are excited to announce the Zoho User Community initiative to engage with you in person and take you through ZohoPower of Automation - Automate the task start date based on project start date
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 update the start date of the task same as project start date. After some experimentation,Timesheet Rejection Notification
Time Log - In our Organization we have several "Approvers" (Admin user) of time log hours. During the month the "approver" checks all the time log of our employees wich are in "Pending" state and approves/dissaproves them. if the log is rejected - a reasonNext Page
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Equipping our customers with smart project management techniques to navigate together in an ever evolving industry is our top priority. In that context, we’ve brought in a new addition to our learning materials- Ebooks. Ebooks help you learn on the goPower of Automation: Seamless Task and Issue Id Prefix Alignment with Project Prefix Id.
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:-Time Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepEnhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be groupedPower of Automation :: Automatically update the Project status based on the Milestone status
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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Power of Automation: Streamline auto status update for Tasks from Zoho Projects to Zoho Desk.
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:-Milestone Bars not Syncing
My Milestone (orange) bars are not syncing like the Task List Bars do. Are they supposed to? I have to keep moving them manually. My Milestones say 0 days as well.Getting Project Template List using the REST API
I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project TemplatesProjects and google maps
Is there a way to integrate google maps in zoho projects? I would like to show a map of a custom field address within the project. So that we can view that address within the project. Also even a better step would be to be able to create custom my mapsMoving Project Dependencies Not Moving Precedessors
Most of the time we want to base our start dates around an event that is in the middle of the project template. If I set a bar up at the date we want it, it doesn't move the predecessors up. Is there a way to change this? eg. there is no point starting
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Time Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepEnhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be groupedTip 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 enableRename Task Module To Suit Your Project
Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelledProject 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 service
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