Tip #30 - Cloning a project
Sometimes, you'll want to use the same data from an existing project to create a new one. This is usually done by cloning an existing project. We have a simple work around wherein you can create a project template in Zoho Projects and save time recreating the wheel. Using this, it is possible to duplicate the data from an existing project into a new project. When creating a project template select the option "Choose from Projects" and select the project which you want to clone or duplicate to reusePower of Automation :: Automatically move a task to a different tasklist once the status is updated
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 automateRecurring Task & Dependancies
I have several recurring tasks that must be done in a certain order, they are done by different team members at times so I need a way to assign dependencies. I did update these on the initial setup, but the recurring tasks lose dependencies. Anone knowEmail Notifications on Project Feeds
I find it hard to understand that unlike Forums Posts, Comments, Tasks etc, there is no way to have email notifications for Project feed posts. Yes there are browser notifications, but you don't always have the browser open. Some of our clients preferWebhook on log work
Hi, I need to be able to get notified when someone add,update,delete work from.and issue and this should be a native feature with webhooks in Projects. I understand that can maybe be achived using zoho flow but it should be part of Projects it self andPower of Automation :: Trigger an email automatically based on Milestone completion percentage
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 andPower of Automation :: Archive a project automatically, when all the tasks in that project 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 automateDefault task list | external vs. internal
From reading through the discussions here, it's my understanding that a default "external" flag cannot be set on a project level. That being said, is it possible to change the default dropdown selection to "external" whenever someone is creating a newManage Documents with SharePoint Extension in Zoho Projects
SharePoint is a digital platform to store and manage your documents. Multiple users can work on the same document simultaneously, which enhances your team's productivity. By installing the extension in Zoho Projects, users can access the documents seamlesslySub-projects
Hi, Can we create a sub-project. Client1 1. project1 1.1 sub-project1 1.2 sub-project2 2. project2 2.1 sub-project1 2.2 sub-project2Power of Automation :: Automatically update tags on Task creation/updation.
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:-Night Mode - Grey Option Needed
Please provide an option to select a 'dark grey background' in night mode. The 'black background' is too black and not pleasant to look at. The while background is nice but is too bright for working in the evening. Adobe has a nice dark grey version ofAre there any plans to revamp the UI?
Hello, I really like Zoho Projects functionality, but are there any plans to revamp the UI? If so could you please look in to a competitor product called Monday? https://monday.com/product/ Thank youGantt chart Milestone date
Hello! Everyone, It is a great pleasure to connect with you all. I am using Zoho projects for new product development, While using the Gantt chart , the milestone bars are struck on the date of creation itself rather than covering the dates of the tasklistPower of Automation :: Track the progress of the Tasklists and update at the Milestone & Project levels.
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 automateHow to delete my archived projects?
I have over 1200 projects that are archived. How to delete them all. I can only delete one by one project. I want to synchronize my project to books but i believe that my books will be populated with my archived client project. thanksMake 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. RegularZoho 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 understandHave 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 canPower 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 ourZoho 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 toReorder 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 doingAbout 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 forTimesheet 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 timesheetsPower 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]/commentAutomatic 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 similarPower 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 automateBlueprints
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, theAuto-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 successorBlueprints 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 areCollaborate 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 productivityPower 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 automatebulk 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 whenPower 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 wouldIntroducing 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 usersPower 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 ourMethods 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 andNext Page
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Automation series : Close all tasks once the project is completed
When a project is marked as Completed, it might still have open tasks such as recurring tasks that were not marked as complete, tasks that are no longer relevant, or tasks that no longer need attention after closure. To ensure the project reflects itsIntroducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happyAutomation Series: Auto-update Phase Status
Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate yourUser Automation: User based workflow rules & webhooks
User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho
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Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happyAutomation Series: Auto-update Phase Status
Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate yourAutomate Timesheet Approvals with Multi-level Approval Rules
Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated toAccessibility Spotlight Series - 1
Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective
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