Time Tracking in Zoho Projects
Time tracking is one of the important aspects of project management. In Zoho Projects, you can schedule tasks and restrict work hours by enabling the Time Log Period Settings and Time Log Restrictions. Here are some of the timesheet settings in Zoho ProjectsNew Cost per Hour is great, but...
The new 'Cost Per Hour' feature is great, so thank you. However, what we also need is the ability to create Profiles, such as a Project Manager, who can only see Budgets in terms of Hours, not Rates, For example, we need to empower our Project ManagersClosing off tasks automatically based on project status
Is there a way to close off all open tasks when a project is set as Cancelled?Timedoctor integration in two directions
We use timedoctor for automated timeregistrations. I can see in Timedoctor how long an employee has been working on a task. But is would be very nice to see that time in Zoho Projects where i can set the hours to be paid by client or not and make someMilestone gantt chart chronology
The milestone Gantt view does not reflect in chronological order by default. Milestones need to be manually reordered. The chronology Gantt view doesn't help as it leaves out the milestones and task lists. Please add an option for the milestone view toWidget for Zoho Project
Hello With JS SDK for Projects can i fetch all timesheets? Will be cool something like in analytics we can fetch hall table ThanksShow "Actual Hours" to a User
Hi, I've the necessity to show the "ACTUAL HOURS" value to user with specific "Profile", how can I do?Gantt and tasks not in chronological order
Why do the Gantt and tasks not show in chronological order by default? It is annoying to have to manually reorder everything, especially on a large project with hundreds of tasks. Surely the first activities should show first? The chronology Gantt viewForcing adding of attachments
We want to be able to force the user to attach some files when transitioning the status of a task via a blueprint. My guess is that this kind of an enforcement could be better forced by adding an "Attachment" type of field onto the task layout. Defining the attachments as task layout fields would also enable us to get reports about them and to analyze them.Zoho Projects: Quarterly Updates | Q1 2022
We would like to share the quarterly updates for the period January to March. User Hierarchy: Users can enable Hierarchy settings to maintain a tree structure based on user roles. You can assign reporting managers and approve Timesheets based on the reportingZoho Projects task fields definitions
Hi all, Is there any place that I can find a list of definition and/or example about existing task fields in Zoho Projects? Some are obvious, but not all for me... For not editable or calculated fields, I cannot always see where does the information comeSelect or assign a default view on a project dashboard through the project layout
We have started a new engineering change notice (ECN) project in the company and we are planning to use a separate project layout for these type of projects. This project layout gives an overall view of the project including links to specific SharepointTime Log Configuration
Time logs are an effective way to track your users' hours. In our previous post, we saw how to move timesheets from one task or issue to another. In this post, you will learn how to configure these timesheets from the setup page. For instance, considerField Dependency in Task Fields
Please consider introducing field dependencies such as you are doing it on Zoho Desk. Yesterday I was customizing a Task layout for the first time where I did require to relate 2 fields and I did assume that Projects would already have this feature because it was already being presented in another Product from Zoho but to my surprise I've found out that there isn't a dependency feature in Projects. Below is the "Field Dependency" option menu from Zoho Desk. This feature is not a full fledged solutionI would like to update a task's person in charge item with a function, but I get an error.
I'm running into the error again. I am writing a process to automatically assign the task to the creator when the last person in charge of the task is empty, but I cannot update it. I try to pass it as per the data I got from the api or update it similarTEAM assigned based on FIELD (defined in LAYOUT)
Hi, Need some advice how to tackle this. We have project template - 40 tasks. Projects are reapeatable with only difference: for few specific tasks they are either executed by local team or global team. I was wondering if I can have one template forTimesheet Approvals
Hello, Is there a limit to the amount of timesheet approvals you can do for changing items from billable to non-billable? I've been doing a lot today and now I can no longer update timesheet entries to billable or non-billable. I click to make the selectionThe value does not change when I run the update function of zoho project.
The value does not change when I run the update function of zoho project. zoho.projects.update(portalID, projectID, "tasks", taskID, details_map, "connections"); ↑ This is the function we are using. The items we want to update are custom items. How doDependencies or Subtasks
I have a main task, with 10 sub tasks. I do not want anyone to be able to mark the main task as complete, until all the sub tasks are complete. is the only way to do this via dependencies? and if yes, then is there a way to bulk set all the sub tasks to be the predecessor or the main task?I want an api collection for Zoho project
Is there an api collection for Zoho project? I would like to import all collections into Postman. I have found them in the cliq api and the CRM api, but I couldn't find the project collection.Roll up does not affect to milestones
Hello to all, when I mark roll up into a project the task lists duration are modified depending on the duration of the tasks under the task list, but does not happen the same to the Milestones, the Milestones duration are not modified for the task lists duration that are attached to the milestone. Does anyone why can it happen? Regards, LuisZoho Projects - Quarterly Updates | Q2 2022
Here are our Q2 updates for the months April to June 2022 Gallery Functions We have introduced a few pre-defined functions. Users can quickly start using custom functions to automate certain activities, such as completing milestones or updating projectTask Dependency - Predecessor and Successor Task Columns in the List View
Task Dependency establishes connection between multiple tasks. It specifies the sequence in which tasks must be completed before other tasks can commence. While the Gantt chart in Zoho Projects provides visual representation of task dependencies, usersMilestone Layouts and Fields
In Zoho Projects you can now create customized layouts and fields for your milestones based on your project's requirement. Create custom sections and add custom fields to the sections to create new milestone forms and capture relevant information. Benefits:Introducing Issue Reports at an Org Level
In addition to the reports on projects, tasks, and timesheets we have recently implemented reports for issues at an organization level. This report displays the number of issues across all the projects using various criteria such as Status, Assignee,Collaborative Editing for Project Pages?
Are there any plans to add collaborative features to Project Pages? Currently, if a user is editing a Page and a 2nd user also edits a page, the result is a last save wins situation for their edits, which is bad! In the worst case, it should warn a userWelcoming you to our Zoho Projects User Community on LinkedIn!
Hi there, As part of strengthening the Zoho Projects Users Community, we have created a LinkedIn group , where you can seek answers to your technical questions and get support from Projects experts. It will also serve as a space for you to connect withHow to get total of logged hours spent on a milestone or tasklist?
Hi, I'd like to filter logged hours for a specific tasklist or milestone, how can I achieve this ? Another approach would be to show the total of logged hours concerning a milestone. ThanksIs there any option to Put HSN Code & Gst rates to Projects itself
I have several projects created for various customers. My employees updates the timesheets regularly and make them billable. Every month invoices generated by including the unbilled projects. But everytime we need to add HSN Code and tax rates for theAll Events Shifted Forward 2 Days + Forward Arrow Not Working
Raising for second time (original post disappeared). 1) All events within the Zoho Project Calendar have moved forward by 2 days - past, present, and future. All events once due Monday are now on a Tuesday, Tuesdays are Thursdays, etc. etc. etc. andCustomer as Associated Teams in Project Template
Hi ! I have a question, I have a created a project template and I assigned teams to each task But since there are some tasks that need to be completed by the customers, what's the best way to manage this? Since for every project we have different customers,JIRA Import not available for Zoho One????
Why is the JIRA project import NOT available for Zoho One customers? This seems crazy!Streamline Task Allocation With Zoho Projects
Well-defined and efficient project management is really important while working on any kind of project. There are generally many steps that must be managed for a project irrespective of the size. In case you are out in the market looking for a projectTask delayed
When a task was delayed. How to notify users? Would it be possible to add "late" status and expire on expiration date to notify the user and change to status?how to do getrecordsby id task in zoho projects
Hi, May i know the sample script of getrecordsbyid in zoho projects .. i am trying this in custom function ; becuase i have added 2 custom filds. so using getrecordsby id for projects module in projects hope i can do this. Pls let me know. Thanks andTip #24: Zoho Meeting Integration
We have been constantly working on Zoho Projects to make it more productive for you to organize your projects and manage your team. Businesses around the world always seek to ramp up their potential and their development is emphatically dependent on ideal communication and time management of the team. With this meeting integration, Zoho Projects has made it easy for you to schedule an online meeting to cooperate with your team. Let’s see how this integration helps Helen who works as a manager atFixed cost projects and Actuals
Recently my company and i have been working with Zoho Projects. We are a consultancy which consults in microsoft. Now we use Zoho Projects for our projectmanagement and our invoice via books en zoho expense. So the question is as follows, We have twoAdd the ability to Export a PDF and CSV from Milestones
It would be awesome to be able to export this page as a PDF: Additionally being able to export this exact view as a CSV would be an added bonus!How to add same Client User to more than one Project
In Zoho Projects, we are able to add a Client User to a Project. We need to add the same Client User to other Projects. When I try to add the existing Client User to a different Project, I get this message below. It does not allow us to add any ExistingGroup by Owner/ Owner Kanban /Group by Custom Field
Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on. We are seeking an optionNext Page
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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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