Fetch Project's Task by Name
Why is there no way to fetch a projects task by name? https://www.zoho.com/projects/help/rest-api/tasks-api.html#alink1 I have looked in the documentation but didn't find a way to fetch tasks by Task Name Am I missing something?
Is there a way to add Expenses in a milestone or a task?
Hi, I have a project that one milestone is a lumpsump and another milestone is billable time and material. Is there a way to add a specific milestone or task when adding an expense in my project?
Custom fields wont add options
I've got a custom field in my projects template. Im trying to add another option but it wont let me. Is there a limit to how many options can be added?
Sorting task lists name
Could you please make the the task lists' name in move task function be alphabetically sorted? Thanks, -Jale
Zoho Projects API v3 - How to format filter critera in deluge
I'm trying to return the id of a client company in the Zoho Projects API using Zoho Flow and am running into issues about how I format critera in deluge. https://projects.zoho.com/api-docs#clients#get-clients I have several hundred Client Companies, and
Custom TaskList and Tasks creation based on project custom field
Hello, I'm trying to configure Zoho Project for a specific use. I have created a custom multiselection field in project template and I would like to create one tasklist with multiple tasks in it depending on the multiselection field on each project. For
Setting up Tasks without Due Dates or Durations
We have repetitive projects for each order we receive, and have set up a project template in ZP with tasks and dependencies so we make sure all team members complete all required work on the order, in the sequence needed. Nearly all of these tasks are pretty brief, and can be done within a day. However, with some of the tasks, we are waiting for information or paperwork from our customer, and this could take 1 day or 1 year or anything in between. Work on the order cannot proceed until we receive
How to see and amend Primary Clients easily
Hi, i'm trying to make some reports on the clients we do projects for. However, i'm seeing a lot of "unknown" clients in the Zoho Analytics report. I suspect that these projects have not been assigned well and this needs to be corrected. Where can i easily
Change colour on task lists?
I have many task lists on my project boards, since they are all the same colour they blend in with each other. Is there a way to change the colour of these task lists in the list view?
Email transfer to projects
We are unable to add comment/map documents to this task. WHY DID THIS HAPPEN? The possible reasons are : 1. Email ID not confirmed. To confirm use the link http://zohosso.wiki.zoho.com/#resendconfirmation 2. You do not have permission to add comment/
How to Freeze Tasks
Is there a way to freeze a task in the Gantt chart so it cannot move even when predecessors are moved?
Modify the default layout of how task fields are ordered in Project View
Hi all, I am trying to change the order the columns on project List view when a project is created initially. See image below. Currently, when a project is created, a predefined collumns are created and also its orders. I am aware that I can "hide", and
Assign project owner to specific tasks on project template
Hi all I managed to create a project template and wonder if there is a way to assign tasks in a way that depending on who starts a new project using this template, specific task would automatically assigned to the creator of the nwe project. Thank you.
How to add Line Breaks for Task Description with API v3
How do we add line breaks to the Description field of a Task using API v3? https://projects.zoho.com/api-docs#tasks#create-a-task Previously I was using "<br>" with the old API. When I use that with v3, it just prints "<br>" as text instead of adding
Workflows for Timesheet
Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to
Filter timesheet by log title
Hello, is there a way to filter timesheets by log title (or to group by log title). Thank you
Request for refund
Support, Yesterday we purchased month of Zoho projects and after testing out the software we've determined that it falls extremely short of suiting our business needs. The user interface is confusing, non-intuitive, and worst of all, HORRIBLY SLOW. Because this software has been of absolutely no use to use, we'd like to request a full refund. Unfortunately Zoho provides no contact information or options to do so. That said, please consider this post a request for a full refund of our month of Zoho
Email alias per task list so these tasks don't get listed under a 'General' task list that we didn't create nor use
Using an email alias to add tasks is very good for forwarding emails directly into Zoho Projects however everything gets listed under a 'General' task list which is counter-intuitive. It would be good to have an email alias for each task list so we can
Workflow Logs
How can I view Workflow Logs? I have setup custom criteria for custom functions and emails for task workflows Sometimes it doesn't get executed, now It's really hard for me to check where the issue occurred is it due to the criteria? My Function Logic?
How can I add Material cost to a project?
Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks Barbara
Change tabs order in tasks
Hello, is there a way to change the order of the tabs in the bottom area of single task? Here: Thank you
Current loged in user?
I was wondering does Zoho Projects have a global variable that returns the loged in user (name or ID). Like in deluge you have this option with zoho.loginuser. In the CRM if you want to send an email you can use ${Users.User Id} or any info of the user.
Setting Duration for Tasks
Can any one have any idea how can we set start date and end date for tasks by excluding saturday and sunday.
Task created from Email Alias
When forwarding multiple emails to project email alias, it will create a task as internal which makes a lot of "General" Task List as I've created automation to set the flag as external. Is there any way to set up the task list created from email alias
Recurring Projects
I'm wondering if Zoho has the ability to automatically create recurring projects. For a monthly service with several milestones and tasks, for example, can the system automatically create the next months project once one is complete or once the new month begins? I've been searching forever trying to find a solution for this with no luck. Would love any help or suggestions!
Task Effort Estimates
Where in zoho project tasks/task list can I define the estimated effort in terms of hours?
How to see if employee's timer is running?
I am portal owner. I want to know if my employees are effectively working on their tasks. They are required to use timer for each task. How can I see if user's timer is running? is it possible to see across all the projects? Thanks
Export List of Dates Only from Projects
The chart we are using is too big to be legible so I want to print the list of dates with it. There doesn't seem to be a way to do it. Even Print view cuts off the dates. Why does it do this? Is there a way to print the Tasks and Dates only?
How to auto-update a task owner in a preset list of tasks on a new project?
We have automation set up between the CRM and Projects that will automatically create a new project with a preset list of tasks when a sales order is created for specific products. Of the tasks that are automatically populated in these new projects, we
Different timezone for users
Is it possible for users to set a different timezone for themselves? We have staff in different locations. Thanks!
Zoho task approaching due date notification on Cliq.
Hello, Currently is possible to set reminders on each task to send an email to the task owner on x days before the due date. I'd like to propose a configuration that you can set in a way that sends cliq messages to the task owner when the due date of an task is approaching (like 3, 5, 7 days before, it's supposed to be configurable). Would be nice to have this kind of notification. I've integrated my Projects with Cliq Extension and it does not have this function (as far as I know) Does somebody
Add ability to trigger task automation when a task comment is edited or deleted
Hello, I see that there is currently the ability to trigger task automation when a comment is added to a task. However, we have a use case in which we would like to trigger automation when the comment is edited or deleted. This will enable us to update
Is there a way to automatically move a task from a different tasklist to another tasklist when certain criterias are met?
Hi there, Im new to zoho projects and i was wondering if there was a way to automatically move a task from a tasklist to another tasklist based on criteria such as when the task status is updated to completed and have it move to the tasklist that is named
Private Project
Hi, I would like to know if a user can create a Private project that only he's able to see it. Not even the ADMIN user. Thanks
Why are these pages marked "restricted"?
Access is denied with these pages saying "Sorry, this page is restricted". Why? https://help.zoho.com/portal/en/kb/projects/tasks/task-operations7-0/articles/log-hours-for-tasks-old https://help.zoho.com/portal/en/kb/projects/tasks/task-roll-up-7-0/
Custom Field - cannot edit a dropdown field item
We have a custom field within the project template (Dropdown) that is for the Dealer related to this project. I thought in the past if we needed to update a name of one of the items added to the dropdown list we could edit them, so I am not sure if this is a recent change or not. But is there a way to update an item that is already in the drop down field list? This is a required field, and I do not want to remove this item and add the updated name as that will seriously mess up our reporting, but
Download all the Attachment From Document Section Zoho Project
Hello Team, I hope this message finds you well. I am currently facing an issue while trying to download all the documents associated with a Zoho project. Here’s the scenario: We have more than 150 tasks in a single project. Each task may have documents
Timesheet Export Template
Is there a way to save the export template when exporting timesheets? I have to select the fields I need/don't want before every export.
Email alias to create task in a specific task list
How do you create a task by emailing the email alias to a specific task list? I just tested this, and it just created the task in a 'General' task list - 'General' did not exist before so it has created this. A project might have multiple task lists and
Set a different table column heading label instead of name of custom task field label
Can we have the ability to set a different column label for task fields? See the below example, these will automatically show the same as the task field label but it would be useful for the benefit of table columns to just be able to display a different
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