Power of Automation :: Add a comment automatically once the task 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 automateTrying to figure out how to update every subtask status when the main task status changes
I'm trying to use custom functions to update every subtask status to match the main task when it changes, but I'm getting nowhere. I'm surprised this hasn't been asked before, since it seems like a fairly simple concept, anyone have any idea how it couldEmail Alert when Task Log hours > Task Budget?
I've logged a ticket with support, but I thought I would also ask the community. Is it possible to generate an alert (ideally by email) when a task's work log hours exceed the task budget hours? I know there is a system setting to limit the work log hoursHow to customize task status to specific task?
Hi, I have the 'standard' 4 task statuses for most of the tasks in the project. However for a specific task that I've created in project template. I want to show the fifth task status option. Example: The last task on the ONBOARDING task list is "Go-LiveWBS scheme
Hello everyone, I want to know if it is possible to get a WBS (tree) scheme with Zoho Projects. Similar to what you get from WBS Pro software.Power of Automation :: Automatic trigger of email alerts 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:-Zoho ical per project for google calendar. So i can give colors in the google calendar to an project.
Zoho ical per project for google calendar. So i can give colors in the google calendar to an project. Would be nice to have.Power of Automation :: Automatic creation of an issue once the task status is updated to ‘Overdue’
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 automatePara que eu uso o temporizador no Zoho Project?
Pessoal, Alguém consegue me ajudar a entender a funcionalidade do Zoho Project "Temporizador"... Ele serve pra dar andamento na tarefa? Ele não mexe com a % da conclusão daquela tarefa?Power of Automation :: Automatically track the count of re-opened Issues.
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:-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, theNext Page
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User 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 ZohoAutomation Series: Auto-create Dependent Task on Status Change
In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup usingAutomation Series: Auto-Notify External Users on Issue Closure
Hello Folks! In Zoho Projects, you can notify external issue reporters via email when an issue is marked as Closed. This helps the users avoid manual follow-ups and keeps the reporter updated. In this post, we’ll walk through a simple setup using a WebTime 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 keepIntroducing 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,
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Different Task Layouts for Subtasks
I was wondering how it would be possible for a subtask to have a different task layout to the parent task.
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Automation Series: Auto-create Dependent Task on Status Change
In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup usingTime 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 keepIntroducing 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 your
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