Zoho Projects New Template
Is it possible to revert back to the original Zoho Projects dashboard? This new version is extremely confusing, not as clean, and not as easy to use. The Kanban and Gantt views aren't as helpful either I don't know who thought this was a good idea because
Can I limit a client users access to specific milestones, task lists, documents, forums?
I am wanting to be able to restrict different client users to specific parts of our projects. For most areas we can flag the area as either internal or external, which is great when we have tasks and forums that the client doesn't need to see. On occasions
Is there a way to create reoccuring tasks in Zoho?
I have some tasks that occur weekly or monthly at the same day and time and was looking for a way to set this up.
How do you change a primary client of a project using API?
How do you change a primary client of a project using API or deluge?
Is there a way to edit Zoho Project sidebar navigation buttons?
Hello. Is there a way to edit Zoho Project sidebar navigation buttons? I need to hide/show different button for my client user. To make his workflow easier and no so confusing at the first time
Project or ToDo?
Mostly title. Would like to hear from solo users. Do you use Project or ToDo for personal tasks? I assume in this community the former, but curious as to pros and cons Project seems overkill, but much more powerful and flexible
Error code 6831 : "Input Parameter Missing" when trying to PUT via Invoke
I'm creating some custom script in Zoho Flow to associate the Zoho Projects Client Company. I've got the find piece of the code working but I want to update the found record with the CRM ID Here is my code string ZP_getClientID(string varClientName, string
Trigger Final Actions After Parallel Transition Is Complete
Hi There, We've been taking full advantage of the parallel transitions feature released last year. For things like design approval it's been an incredibly helpful feature to be able to have multiple people each review and sign-off on something at the
Help ! Custom Function : Searching Client Company
I'm trying to run a custom function in Zoho Flow that looks up a Client Company using the Client Name. I want it to return only the matching record or an error; at the moment it's defaulting to the first reponse (I think) Can someone help tweak this function
Customer Service is great but regarding ZOHO One and ZOHO Projects, PLEASE STREAMLINE ALL YOUR PRODUCTS AND SERVICES!!!
Howdy, Boys and Gals, First, I have spent the last six months going back and forth, back and forth between all the different products, services, and customer service. CLEAN IT UP! Explain Zoho "Accounts" better! Now, with ZOHO Projects 8.0, I am learning
how can i completely turn off email notifications?
i would like to turn off all the email notifications. is it possible? thanks jan
Can you add an existing task template to a project?
I have created multiple task templates. I am trying to go into specific projects and a task template all at once instead of having to add each task manually. Is this possible?
Make Task Blueprint Transition Buttons Larger/Responsive
Hi There, we use task blueprints extensively. We try to be descriptive in our transition names and it is frustrating that the names are cut off when displayed in the task as it appears there is plenty of room on the screen. Is it possible to make the
Unable to delete tasklist
Within a project i've created a task list in error. How do i delete this. The mousover settings only gives me "Chart View" and nothing else. Is this a permissions issue from the owner of the project ? To be clear, i created a task list now i can't delete it. Thanks
Referencing task in comments with # stop working
Hello, from couple days linking tasks in comments with # and task ID stop working. Before issue appear #AA-T123 was replaced with link to task. Now it is just a text. Issue we are observing is not project specific.
Projects viewable by all users ?
Our company doesn't have projects that need to be hidden from users, however unless we assign those users to a project they can not see it. Example The finance people need to see how far the project is progressing, the customer support need to see what
Cannot get the Delete client from project API to work
I'm using postman but getting "input parameter missing". What am I doing wrong?
Filter in progress tasks where starting date is after {today}
Hello, is it possible to create a custom view which filters all in progress tasks assign to an user where starting date is after {today}? Thank you
Is it possible to share a calendar only with Project's milestones?
Hello. I want to see a calendar that includes only Zoho Project's milestones, not tasks. I know I can filter that within Projects, in fact I already have that. But I would like to have that kind of filtered calendar externally. My users have Zoho Calendar
Can you customize additional task information
Hello. In Projects, each task has a field section that can be customized, and then a horizontal tab strip for additional task details. My question: can this tab list be customized? For example, I don't use the forum module in any project; however, the
Zoho Projects API - wrong scope error with retrieving client associated projects
I'm trying to load client associated projects via REST API, but I'm getting "Invalid OAuth scope" error when running GET call: /restapi/portal/[PORTALID]/clients/[CLIENT USER ID]/projects Documentation: https://www.zoho.com/projects/help/rest-api/users-api.html#alink16
Default start date on tasks
Often when I'm creating a task I want to add only the end date and I find it annoying that the start date doesn't automatically default to today's date. Most of my tasks are being assigned today, so they should just start by default on today and not require that I have to fill in that field every time. Anyway, I would love this update.
Don't preset the Milestone owner in the template
We use milestones within our schedules on zoho projects as Key MUST DO tasks and they are always for someone different. The templates only allow you to set this for someone specific meaning that the project owner always has to go through and change these when setting a new project up. This is quite a time killer and I suggest that the Milestone owner is set as part of the set up when the owner is selected from the list.
Assign Client User to Template
Acording to the information I found here: https://help.zoho.com/portal/en/community/topic/is-it-possible-to-assign-client-user-to-external-task-on-projects-templates It should be possible to add Client users to the template. Sadly on the settings window
Requirements Gathering
Has anyone got any smart advice for requirements gathering in Projects? I can use task layouts to make sure I gather the correct information but specifically, has anyone got advice for baselining and change management?
Associate Project with multiple groups
Is it possible to associate a project with multiple groups? Say we made groups for our different departments, but there is a cross department Project? Is there any way (other than create combined group for each cross over combination) to deal with this? Perhaps creating custom project fields and group on that? Thanks, Menno
Associate Teams with a Group in Zoho Projects
Hi, Analysing the table Groups in Zoho Projects I noticed that there is a field named Associated Teams and I would like to know if is possible to link a Team with a existing group. If possible, how can i do that as I didn't find a way to access the field
I cannot find the recycle bin in Zoho Projects
Hi, I have just spent two hours looking for the Recycle Bin in Zoho Project (I need to free some space in the Project Wiki in order to upload new documents), but I cannot find it anywhere... How frustrating. Where should I look for it? Thanks a lot in advance!
Customize the predefined Views (View By Group) under Projects
Hi, How do we customize the Predefined views (View By Group) under projects? https://i.imgur.com/cnExhPw.png In the screenshot, when we click into "Projects" on the left panel, it enables use to select from a predefined view lists, this include "View
Zoho projects live feed to Google Sheets
Hello, Is it possible to setup a live data feed between Projects and Google Sheets as I'm wanting to build some table reports and pivot-tables based on live data at any point and don't want to have to keep exporting info. Many thanks for any suggestions
A way to block off weekend days
We don't work on the weekends. It would be nice if when we were setting up new tasks we could block out Saturday and Sunday so they don't allowing tasks to be entered.
Project template not showing up under templates
Hello. We're just starting out with project templates and faced a wall just at the beginning. We do have a one template we created and wanted to create a project using it. I click on New Project, templates gallery shows up but our template is nowhere
Default access for all users when creating a new project
is there an easy way to give access to all projects for a new user / client user AND vice versa : all users/client user when creating a new project ? Best regards
Reorder Task Lists
In the old version of Projects there was a feature called Reorder Task Lists that lets one change the order in which Task Lists are displayed in the project. The new version does not seem to support that feature any more or it was moved somewhere not
Timeline Simulator for Task Blueprints
Hi there, we are heavy users blueprints for task automation. It has helped our organization perform better on every front, absolutely love them. About the only trouble we've had with blueprints is that when they have many transitions or stages where the
Is there a Multi Select Pick List option when creating Custom Field in Zoho Projects?
Hello! Our team recently started to use Zoho Projects and I was at a loss as to how to create a custom field that was a multi select pick list. We can easily create a field that operates as a single select pick list, but I haven't figured out how to create a pick list that allows for more than one selection. Does Zoho Projects support a multi select pick list to be used as a custom field? If so, how does one go about creating such a field? (I looked through the community pages and the only references
Meetings merge with Timesheet
It would be great if there is an option to have a checkbox or something and add a planned meeting directly into Timesheet. gpbakalov
Creating new project from email
Hello, Is it possible to create a new project from an email? Either directly or by forwarding it to a project? This feature exists in a lot of the top project tools on the market. I would be surprised if its not in zoho projects. Ryan.
using projects for business coaching
has anyone set up projects for coaching clients? Ideally, I want to be able to give my clients a log in to a portal where they can update goals, tasks etc.
For Creating Checklist
On my zoho project, I want to create a checklist but when I navigate the settings and go to Marketplace only "CONNECTIONS" option. their is no ALL APPS option in my Zoho Project?
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