How to Make Zoho Projects archive completed projects or adding start date of each task automatically
Hello Everyone I have two questions and they are very important. 1- I completed projects and still able to see them in viewing mode, How can I make zoho archive them or aleast move them to completed project (unactive). 2- I want to make zoho add the startPower of Automation::Automate the process of re-opening the Milestone once Task is re-opened.
Hello Everyone, Here we are again with another requirement that was fulfilled utilizing the Task custom functions. In general, a custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as whenWork orders or similar
We currently use tasks as work orders. It works but its not ideal. Can we make this better? We create a task for a specific date and assign it to our techs. They get to the job site and start a timer. When they leave, they stop the timer, add a description,Project ownership and assignment question
On our project management process, we have the following requirement. Project has a project owner. This is currently used for admin purposes. Project is assign to a team. Currently we dont use team, because we dont want all users of a team to see allZoho Project With Teams
Hello, I can't integrate my project into Teams. My space is on a".eu" domain. I can fill in information when I select "domain.com" but I can't click on "Proceed" by selecting a domain in.eu Have you ever had this case before? Thank you.Auto-Close Task List with Multiple Task Statuses
Hello, We currently use a project template to create projects for each upcoming install we have, however not all sites require every task listed in the template. Instead of archiving or deleting the task per project, we have team members mark task statusPower of Automation - Automatic creation of timesheets when a task is added
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 add a timesheet entry whenever a task is created. We have successfully accomplishedAnnouncing ZUG MEA Meet-ups (Middle East and Africa)- Interact with Zoho Projects & Sprints Experts in your city!
Hello Everyone! We are thrilled to announce the Zoho Community User Meet-up initiative aimed at engaging with users in and around Middle East and Africa. In this meet-up, our team will help you understand hybrid project management using the Zoho ProjectsI want to Make the due date of the project appears automatically
hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn'tStatus Feed & Documents
I thought when we started using Zoho Projects about 4 years ago that when we used to post an attachment to the Project Status Feed it used to save it in Documents. Did that never happen and I'm just misremembering? Or is that a change that came with theNúmero de semana no coincide
El día de hoy se observa el número de semana a un lado de la fecha de la hoja de horas. Sin embargo este número de semana no coincide con el número de semana del Calendario.Power of Automation::Automate the process of folder creation in Google Drive upon task creation in Zoho Projects
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 Sub folders should be created upon Task creation in Zoho Projects with task idSplit Tasks Question for Zoho
Hello, I am hoping Zoho can give me some advice on the best way to accomplish something in Zoho Projects. Please see attachment. In Microsoft Project it is possible to split a task into different time periods. This need is common in the construction industry. As far as I can see the closest approximation of being able to split a task in Zoho Projects is to create a recurring task. The challenge with using recurring tasks instead of splits is we don't know in advance how a task needs to be split,Code Commits and Changesets for Tasks?
Hello, Our team is currently looking for a way to link our git commits (made through gitlab) to tasks that we're working on. I have found and tested using changesets with bugs, which works great. However it appears that changesets do not display for tasks.Undo button for Gantt charts
Hi, I really need an undo button in the Gantt chart view, specifically for when we're moving task dates, create/editing dependency. How hard would it be to add this?Power of Automation:: Streamlining Task Status Synchronisation with Custom Functions in Zoho Project
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 status of one task based on the status of another task. After some experimentation,Power of Automation :: Streamlining Collaboration and Notification in Complex Projects with Custom Functions
Hello everyone, I wanted to share a custom function that can greatly enhance collaboration and notification processes in complex projects. In scenarios where multiple teams are working on a single work item and the completion of a parent task is a prerequisiteTip 36: Budget in Zoho Projects
Are costs escalating? Not sure where your money goes? Project Budget puts you in control... It is now easy to identify the tasks/bugs which exceed the planned cost of the project. Planned cost is the product of work hours and rate per hour (rate specified while creating the project budget). Cost variance is the difference between actual and planned cost. If you are in green then the overall cost is within the budget, red means that the actual cost exceeds the planned cost. If you are in red, juggleAnnouncing ZUG APAC Meet-ups (Singapore and Malaysia) - Interact with Zoho Projects & Sprints Experts
We are excited to announce the Zoho User Community initiative to engage with users in Singapore and Malaysia in person and take you through Zoho Projects & Zoho Sprints. Our team will help users understand hybrid project management using the ProjectsPower of automation : Automatically updating Zoho Desk ticket status when a Task status is updated.
Hello everyone, I wanted to share with you how we implemented automation to mainstream one of our users workflow. They have been working with Zoho Projects & Zoho Desk. You can now associate a Desk ticket to Task within Projects. However, they had difficultyPower of automation :: Automatically Update Sub Task Owner in Zoho Projects Using Custom Functions
Custom Function helps in populating the task fields automatically. If you have multiple default and custom fields in the tasks and it will be tough to enter the values manually. Also, this will be time consuming to update the values for multiple tasksRecource Utilization
We use Recourse Utilization feature. It is almost the best tool a Manager can have. But it has a Major bug that many times make it useless. The problem is especially in large tasks. For example 8hour work task but generally it a problem in every task. When u have planned 8 hours in a task and you have made 50% Completion Percentage this means that the task has 4 hours more to work. The problem is that the app does not calculate the Completion Percentage and keeps calcluating a split between days.Project Tasks - can you have different per hour rates for different tasks (Australian Version)
I have a client to whom I have multiple tasks: 1. Admin @ $60.00 per hour 2. Telephonist, which I want to invoice at $30.00 It looks like ZOHO Projects only allows for one charge-out rate; this is correct or am I missing something?New APIs in Zoho Projects
We're thrilled to introduce a bunch of new APIs for Zoho Projects. With more powerful features than ever, Zoho Projects considers connectivity a significant factor to evolve, develop, and step up to the next level. API is the way to connect Zoho Projects with different applications. Look out for a complete list of APIs in Zoho Projects. Below is the bird's eye view of what you can do with the newly introduced APIs. Subtasks You might miss noticing that a subtask is nearing its deadline when thereMerge fields in Projects &
Please add ability to use merge fields in Zoho Projects and ability to duplicate templates (and if duplicating templates exist, goodness can we put it where it's more visible). Also please add lookup fields into Projects to be able to search crm for client name, whether you track clients as contacts or accounts.Tip 42: Create multiple layouts for projects
Every project you create has a unique strategy, goals, and functional requirements. To keep your projects on track, it is important to plan your project by defining the scope and requirements, specifying the deliverables, and setting deadlines. In order to do so, project layouts are extremely helpful in establishing your project plans and in capturing specific project details. With Zoho Projects, you can create multiple layouts to capture the unique details of every project. You can create projectHow do I use several different Task Templates in the same project?
Hi, I have created several different tasks templates each with unique fields in the Templates section. I want to use these different task templates in the same project. However, every time I associate any of the templates with my project it changes the template for all my tasks to that one template. I need this because I require the users to input different information for each of the many different tasks in one project. Any insight helps! Thank you!Power of automation :: Automatically Update Task Dependencies in Zoho Projects Using Custom Functions
If you're working with complex projects in Zoho Projects, you may find that managing task dependencies can be a time-consuming process. Luckily, with the power of custom functions, you can automate the process of updating task dependencies based on certainProject Automation in Zoho Projects
We are thrilled to introduce Project Automation in Zoho Projects! Manage your projects by automating Criteria and Actions that fit your business needs. With Workflow Rules, you can automatically update project field, send email notifications, and associatePower of Automation : Auto-update a set of tasks in Zoho Projects using Custom Function
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 you to automate complex tasksFeld "Vorname" keine Umlaute zulässig
Der Name "Jörg" lässt sich nicht in der Kontakt-Feld "Vorname" einfügen.Power of Automation - Series 1
User requirement To automate the update of Task owner field based on the creator for the project using template. How did we solve it using Zoho Projects? We created a custom function using the Projects automation feature. This was requested by a ProjectBulk Update Dates on Tasks
Hi, when I select multiple tasks in the task view, I have options to change Owner, Status, and a few other fields. What I can't seem to find is how to bulk update start and due dates on tasks. Does this exist? If not, can I put in a request to add this feature?Missing myself (manager) is resource utilization report
When I go to resource utilization report I can see anyone I want to except myself. This is true even if the filter is set to me as owner. Other users can see my utilization with the same filter settings. I only have this problem since I was added as aCustom Function for Milestone Auto-Complete
A custom function is a piece of software code that can help automate a process. Users can write their own Custom Functions using deluge and call them from a workflow. Let us take a look at how custom functions can help organizations manage their workflow.Increase the frequency of calendar sync
Its great that we can subscribe to our project calendar via gCal or iCal links, but it only refreshes/syncs down every 6-7 hours. I would prefer it to be instantly, but i understand that might be tough. Would it be possible to increase the sync to hourly at least? 6-7 hours is a long time to wait for our iphone calendars to refresh.Profiles - Comment Edit/ Delete Permissions
Posting comments under a task, a milestone, or any other module is an important way to collaborate with your team members. You can now set permissions in Zoho Projects to have more control over the module's comment section. For instance, if you want toZoho Projects: Quarterly Updates | Q1 2023
Dear Users, We released a number of new features in the first quarter of 2023. Here is an update on some of our prominent features. Project Workflow Rules Create condition based rules to trigger field updates, custom functions, webhooks, and email alertsTask Layout + Budget + Project Rollup
Hello, Please consider adding advanced functionality to the layouts and fields creator to account for projects that use roll-up functionality. This would include aggregate / average / median functionality at the task list / milestone and at the project level. An example use case: We use 3rd party vendors and partnerships who bill on a fixed cost / cost plus agreements that is tracked at the task level (as well as some fixed costs associated with the project). If I add a custom field to the task layoutUsing Custom Functions to Solve a Complex Use Case in Zoho Projects
Custom functions, also known as user-defined functions or UDFs, allow you to create your own functions in addition to the built-in functions provided within Zoho Projects. One of the key benefits of using custom functions in Zoho is that they allow youNext 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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