Timesheet 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 optionContractor Users
How can I give a contractor access to view all project tasks?Client users
Does the client users count as users as mention in the pricing plans?Task Numbering
Does anyone know ANYTHING about this new task numbering system that was just released today? I find it frustrating that updates are rolled out randomly with no prior announcement, communication, or support information. I contacted Zoho Support and was told they are working on a UserGuide "soon" and that "it will be useful to number your tasks." Also there is no way to disable this (completely useless) feature. I would like to have more information on updates BEFORE they happen so I can inform myTrack time against events, and allow associating of tasks to events.
can you please add the ability to track time against Events, and also to associate tasks to events. This would help our scheduling a lot. Right now we make a task for each appointment which the techs then track time against. then they have to completeTime Log Threshold for Reminders
In Zoho Projects, the admins can now set a threshold for Time Log reminders. The user will be notified if the entered log hours are less than specified duration. For instance, if the admin sets 9 hours as the threshold and if a user logs 8 hours, a reminderAdjusting several task attributes to many tasks at once.
We often need to change several attributes of several tasks. This takes a lot of time, and I've been doing this for years. We really need a better solution right now. For instance, we have a few custom fields that we use on tasks. Let's say we have 5Timesheet SOP
Hello Community, Does anyone have a SOP for entering timesheets that you would share with me? I want to make sure I don't miss any features. We have been using Projects and timesheets for almost 2 years, but there has been a lot of push-back and lackTip #33: Restricting time logs for past and future dates
Here's a tip on how to restrict users from entering log hours for the past or future dates in the Timesheet. Once timesheets are approved the invoice is generated for the month. If an employee makes changes to the past dates, the changes will reflect in the reports of the subsequent month. Reconciling this data with the previous month's invoice can be confusing and time-consuming. To avoid errors, the users are denied permission to add or edit past hours in the Timesheet by choosing the Don't AllowSorting of UNGROUPED PROJECTS by Project Number
Hello, Is there a way to improve the sorting of data based on the selected field. In my case, I want to sort by the "Project Number" (this is a custom number field created). As seen on Figure A, this is sorted, but when I go further down, on Figure B, other projects is not sorted, whereas, it should be sorted by all the projects. Figure A Figure BCan't assign 'Issues' to client users
I've made an issue 'External' but I don't appear to be able to assign to client users... The help tooltip says to assign external issues to client users, configure client permissions under the respective issues settings yet I think I've allowed all ofNew Features in Zoho Projects
Zoho Projects has added new features to enhance project management. Here is a quick rundown of some of the features. Import users from a CSV file. Portal users can now be imported from a CSV file. This feature is a beta release, and you can write to usTip 50: Customizing fields and layouts for time logs in Zoho Projects
Dear users, We received many feature requests regarding customized timesheet fields from you. A few of them are highlighted below: "We would like to add a dropdown in a time-log with some custom values in it, preferably connected to a field in a task/issue that sets a default value but can be overwritten." "We have a few projects wherein we want resources to clock hours against specific items. We have multiple sub-projects under a specific client project and would like to capture hours for sub-projectsWhat are the examples of custom functions in zoho projects ?
I want to create a function where a user will be notified in his cliq and bell notification in projects (not in the email) after a task has been done. The notification will be about his task starting. Example I have a task list which have 10 tasks, rightSort Kanban by due date
Hello Team, Is there a way to sort the tasks based on due date?Lookup Field in Timesheet Layout
Lookup field associates an existing task/issue field with a timesheet entry. By creating the lookup field you will be able to use the task/bug fields directly in the timesheet. Let us assume that you are the project owner and you want to see the workReference Projects Items such as Tasks in Project Pages?
Hi Is there a simple way of inserting Tasks or Milstones into Project Pages, other than manually inserting a URL link? It would be great if the 'Insert' option would allow the selction of Project based items such as Taks etc.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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