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 youCustomize Column in Projects - Default View for Template?
Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over. Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etcMultiple time zones, work weeks and holidays
We are a global company with staff across various time zones with different work weeks (Mon-Fri and Sun-Thur) and holidays. I would like to be able to assign different working profiles to different resources in order to feed back into the project planClient Users can see posts in Feed from other Projects
Hello, I have been made aware of a recent issue where my Client Users are able to see posts on the Feed tab from Projects they have no access too. We use Zoho Projects for many Customer facing projects across our customer base and add Client users specificallyProject Template : Schedule, Gant, Start date
Hi I created a project template with all the tasks, milestones and tasklists. When creating a new project from this template, the dates are not automatically update for my project. All tasks are as "unscheduled tasks". Only dates for milestones are indicated.Parallel Transitions in Zoho Projects
In a Blueprint, a transition refers to the link between two statuses. Often, tasks require inputs from multiple teams or people before they are completed or moved to the next stage. In Zoho Projects, a user can execute two or more transitions in parallel.Zoho Project - How to modify/delete Log Hours after Approval ?
Hi In Zoho Project, how to modify/delete Log Hours after his Approval? I'm not able to proceed at all . It's like I'm forced to delete the Task and create Task and log hours... Sounds strange, no?Blockading Timesheet if status is not equal to "In progress"
Hello, I've been figuring out a way to force my coworkers to change the task status when writing time. Most of my coworkers don't even look at the status and let it sit on "Open" If possible i would like to know or create a way to force a task go to "inFilter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have2 Phases 4 tasklists, 10 tasks and 100 subtasksDownloading PowerPoints from Zoho Project messes up the PowerPoints
Hello, we've been encountering an issue with Zoho Project/Zoho Show. When a user uploads a PowerPoint to Zoho project. After editing the project in Zoho Show and downloading it to use in PowerPoint, it messes up the PowerPoint. (Object missing, videosZoho Projects User Group Meet-Up in your city!
We are excited to announce the User Community initiative to engage with you all in person and take you through Zoho Projects. In this meet-up, our team will help you understand task management, task automation and features in Zoho Projects. CollaborateCan't Get "For Each" action to work through my list of Project milestones
I have created a function in the CRM that will update project details and all the milestones and tasks associated with that project when a particular trigger is actioned. I am trying to work through a list of milestones associated with a particular projectZoho Projects Resource Allocation & Sick Leave
Hi there, I've assigned a task to a user, putting in a start date of Wed 1st Feb to the Wed 8th Feb and assigned that user 20 hrs to do in that timeframe. The user has put in sick leave for Fri 3rd Feb in Zoho people (Therefore unable to do the no. ofClient E-mail Notification
Greetings, everyone. My company is growing and now I am at space where I absolutely need to have a bit of automation introduced on the client side. My needs for management is basically Client --> Client Project --> Tasks. I somewhat achieve this by creating a client under Projects and creating Tasks as individual projects (if there's a better way, by all means let me know!), but now I am somewhat at a lost. When a task is marked completed, I would like the ability to have an automatically e-mailWeekly Time Log Restrictions
Issue: When a user views “Weekly Time Log” all the previously populated time logs for the week are erased. Suggestion/Idea: Time logs that have been logged for the week gets populated in “Weekly Time Log”, a similar view to “Grid View”. For exampleLogging time on tasks for external user
Hello, On some projects part of the work is done by an external company and i need to track those times too. Currently, I created a table in analytics where i enter manually the times linked to the task id. It is really painfull though. Is it possible to log time on projects for external user (only for tracking purpose, those users do not require any access to the tool). If it is not possible, can you suggest something more efficient than what i currently do with my custom table ? Thank you inShow / hide fields based on criteria
I am trying to set up a field which is shown only when a particular entry is selected. When One-2-One training is selected, the implementation starting date should be hidden.Next Page
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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:
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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
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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
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