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 conditionsHow 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 youTip#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 reasonHow 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,Next Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
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:
Most Discussed Topics
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
Zoho Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
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
Top Contributors
Monica P
Geoff Jackson
Harshini Dara
Saraswathi S
Paula Paula Atherill