Sharing Project Templates
I am trying to share a project template with a colleague so that we can collaborate on it and so that we can both use the template. i have added him as a "member" of the project, but he still does not have the Project Template link. How do I share this template with him?Creating Zoho Projects' task should handle embeded images
Hello, I'm using Zoho Mail and Zoho Projects integration to create tasks. When creating a new task, only the text of the mail is copied in the description. It would be good to have images also carried over. I quite often get embeded image to illustratedAdd Project Group to the fields that are synced between Zoho Projects and Zoho Books
Add Project Group to the fields that are synced between Zoho Projects and Zoho BooksSync holidays from Zoho People to Zoho Projects
Hello, is there a way to sync holidays from People to Projects? It seems a good solution, especially when having to manage several branches working from different countries. At the moment I can see only leaves are synced. Thank youEmail Alert when Task Log hours > Task Budget?
I've logged a ticket with support, but I thought I would also ask the community. Is it possible to generate an alert (ideally by email) when a task's work log hours exceed the task budget hours? I know there is a system setting to limit the work log hoursBuilding extensions #2: Creating extensions for Zoho Projects using a CLI
In our previous post, we noted the two ways to create extensions for Zoho Projects— using the cloud editor and using the command line interface (CLI). We also shared how to create an extension using the Sigma cloud editor. In this post, we'll take a closerChange 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 youSee Tasks where I am single owner + involved
Hi, in Zoho Projects, under my general tasks (over all projects), I use ordering by status in Kanban view. I want to show all my tasks where I am the single owner + all tasks where I am involved + any other user(s). But I don't want to see tasks of otherModify header content in Project gantt export to PDF function
The PDF header displays a selection of colours, text and other information I do not want, or would like to change. How do I do that?Is there a way to report on unbilled time entries in Zoho Projects?
I have contractors entering time in Zoho Project. I never know when they are going to be working and would like to be able to get notified when there are unbilled time entries. Is there an easy way to report on this?Live update/refresh My Tasks list
Would it be possible to make the My Tasks list easier to update/refresh changes made by others in the team? At the moment it needs the user to manually refresh a task list to pull any changes through and there is no prompt that they should refresh, so it may never be done during a day. It would be great if either the task list was more 'fluid' and updated/refreshed itself every few minutes, or there was a pop up prompt for the user to manually refresh the list. At very least it would be good toPlease suggest how can I get my portalID to fetch All Projects
I am having a postman Collection https://www.postman.com/collections/35b9ef7b1e22aa00676d I need some clarity that how can i hit the GetAll Projects API and get the going. I have generated accesstoken and other things. I tried https://projectsapi.zoho.com/portals/?auth_tokenHow do i stop a Client User being able to post a status to "All Projects" ?
I have read the article about posting statuses here: https://help.zoho.com/portal/en/kb/projects/collaboration/feeds/articles/add-status-to-feed#Benefits Can a client user be restricted from posting a status to "All Projects" or be restricted from postingNew project with a deadline, actions and milestones based on the deadline.
Hello. We're going to integrate Zoho Projects in our company. I know nothing about the app yet as Im still trying to set it up but it seems like Im missing the feature of setting up a deadline. So lets say I sign a deal that needs to be finished by theTip 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 enableI'm not seeing associated contacts on the project details tab
Hello! I would like to see the contacts associated with my projects on the "details" tab and ideally on the "widgets" tab. I tried adding a custom property with a "user" pick list but it's only showing internal users not client users. Is there a way toPower of Automation::Automatically update a project's custom picklist field in accordance with changes in the task status.
Hello Everyone, Here we are again thrilled to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditionsLockable Due Dates
Hello, is there a way to FIX due date of task or task list, so that they cannot be moved by linked task that are late? Like having a sort of "limit date" that would create an alert if not reached?Adding Custom formula field to a project
I've submitted a request to Zoho on this, but am wondering if anyone has a solution that is already workable. I want to be able to add custom formulas to a Project. I know I currently can add a formula field to a Task layout, but I don't currently haveReorder Documents Folders funcionality
Hi, A Reorder Documents Folders functionality is a most/critical needed funcionality! It should be like the Reorder Projects in the Projects List. Are you planning to implement it in the next upgrade? Thanks, Joao CoelhoSub-projects
Hi, Can we create a sub-project. Client1 1. project1 1.1 sub-project1 1.2 sub-project2 2. project2 2.1 sub-project1 2.2 sub-project2Zoho Books and Projects invoicing integration and Zoho CRM
***DISCLAIMER*** I will be posting this in Books, Projects and CRM to get the relevant answers from each team. If this is not required please delete whichever post suits. Hi, I have been working on the Zoho Books and Projects integration and following some of the guidelines after discussing with a member of the Zoho Books team https://www.zoho.com/au/books/help/integrations/projects-integration.html https://www.zoho.com/projects/help/invoices-expenses.html And I have noticed the following: 1) CustomersIs 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.Zoho Projects / Forms: Input Parameter Exceeds Maximum Length
I have created a content briefing form with Zoho forms, which I want to integrate with Zoho projects. Depending on what type of content, the team intends to brief me on, it has to fill in text in the input field which sometimes exceeds 1000 characters.Enable search into custom field
Making custom fields searchable would be ideal. Allow users to search by values stored into custom fields could greatly reduce the time loosed to search a task/issue. This function is very usefull if custom fields are used to store additional ID (other identificators in addition to ZOHO self-generated ID).Requirements using Zoho Projects
Is there a seperate Zoho application for Requirements (Requirements Repository) or a way to use Zoho Projects to store, track and organize software requirementsImport tasks from Zoho Sheet?
Please add the ability to import tasks from Zoho SheetWhat is the distinct difference between a task and a bug ?
task is something need to be complete in a given time. so bugs are some problem to be fixed in a given time? both of them are tasks? is not it? bugs could be included in a tasklist. why there is a separate catalog of bugs ? can anyone help with this? thanks!API credit to access zoho projects
I have asked for some API credits to access zoho projects, which I can obviously pay for. However the support team has been very hesitant to provide those. Why is it so?Sort projects by last date updated?
Is there a way to sort projects by the last updated date? (not by task, or task list, and not by the Gannt view -- its too busy) We just want to see in a fast "big picture" way the projects that are not updating tasks, or listing task, or completing tasks. Like a list of the projects, and the last updated date Thank you, -AthenaPrevent Changing of Start and End date in tasks
Can i prevent the changing of Start date and End date of the Task assigned????Customize Columns Order in Kanban View
Columns order is dependent on the Task Statuses order. So, change the statuses order, it will automatically change the columns order in kanban view. you can remove unwanted statuses also which eventually remove columns from kanban view. Go to SettingsMy Custom Views in Each Zoho Project Disappear Periodically
Hello, My team uses Zoho Projects as part of our ZohoOne suite. For one type of service that we offer, we have created a project template from which a tracking project is created for every single client we onboard to that service. The Zoho Project templateZoho Projects - Give Project access to developer (external)
We have a client using Zoho Projects and would like to invite several external users and assign the Projects because the Project tasks are outsourced to other companies. What is the best way to give access to external Users and is there any limitationsZoho project – Workdrive integration.
Hello everyone, I was wondering something, we did the Zoho projects integration with Zoho Workdrive but nowhere during this integration we could set the location of the folders that would be automatically created in Workdrive. As I understand it, it createsHow do I Change a Propertie Field (Owner of Goal and Marco) from Projects
Prezados, bom dia! Preciso alterar as propriedades dos campos META, MARCO (Milestone) e PROPRIETÁRIO DO PROJETO no projects, mas o campo é bloqueado para editar as propriedades (nas Configurações). Como proceder? Segue o print dos campos bloqueados!!Gantt Charts filtered by Date
Hi, I am wondering if there is a way to filter the Gannt chart view by date in Zoho Projects. We do not have the Enterprise edition at this time. For example, we are wanting to see a 3 week look ahead by project, so we want to filter for 2/25/2016 to 3/17/2016. Also, we have Zoho Reports so we were wondering if there is any way to build out a Gantt chart there. Would we be able to filter these Gantt charts by date if we had enterprise edition? Thank you, RachaelWork agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classicAdd Resources in Zoho projects
I would like to know how to assign a resource ( a car, a computer, etc.) to a employee. Thank you AntonioCan I assign priority to projects
I've got several projects that I'm assigning to my teams. I want to assign some form of priority to each project, but I can't find a method of doing that in ZoHo Projects (yes, I'm new to it!). Is there a way to do that? If there is, what's the best way?Next Page
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Building extensions #1: Creating, testing, and editing Zoho Projects extensions using the cloud editor
Hello!! We're happy to announce the beginning of a new series called "Building Extensions," which aims to help guide developers in creating and developing extensions for Zoho Projects. The goal of this series is to assist developers with the extensionBuilding extensions #3: Publishing, sharing, and installing an extension
The primary objective of developing an extension is to have it bundled and published as a plugin—either privately within an organization or publicly in Zoho Marketplace—so that users can benefit from the extension's functionality. In previous posts, weIntroducing Projects 8.0 - Focusing on Ease-of-Use and New Features
Hello everyone! It's time for the reveal of the 8th version of Zoho Projects! This year our focus has been on minimizing the learning curve and improving the ease-of-use of the tool, so anyone new to Projects can hit the ground running and existing usersZoho Projects Android app update - Database encryption
Hello Zoho Projects Community, In the latest release of Android version (v3.7.13) for the Zoho Projects mobile app is paced with the features that elevate the security of your data. Here's a quick walkthrough of the key functionalities introduced: 1.Power of Automation:: Streamlining Task Status Synchronisation with Project status.
Hello Everyone, Here we are again thrilled to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. We should create a connection
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Compact View in Zoho Projects Calendar
Currently, when more than three tasks are scheduled for the same day, we need to click on the "+" sign to view additional tasks. This setup poses a significant issue, particularly when exporting the calendar to a PDF format. Not all tasks for a givenScheduled Reports
Wondering if there are any plans to add scheduled reports to the roadmap? I'd find it useful to have a timesheet report emeailed to me once a month, It would save a job and some clicking.Email Alert when Task Log hours > Task Budget?
I've logged a ticket with support, but I thought I would also ask the community. Is it possible to generate an alert (ideally by email) when a task's work log hours exceed the task budget hours? I know there is a system setting to limit the work log hoursUpload An Attachment in Zoho Projects Task - API
Hello Team I am trying to upload an Attachment in Zoho Projects Task by the API but this is not working can you please check the code that I am missing in this? Sample Code PortalID = "725833080"; ProjectID = "1688514000000448005"; TaskID = "1688514000000558005";Project Status Sort Order alphabetical instead of chronological
Shouldn't Project Status sort order follow the custom order created in the Layout settings? Am I doing something wrong?
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Sticky Posts
Introducing Projects 8.0 - Focusing on Ease-of-Use and New Features
Hello everyone! It's time for the reveal of the 8th version of Zoho Projects! This year our focus has been on minimizing the learning curve and improving the ease-of-use of the tool, so anyone new to Projects can hit the ground running and existing usersGallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.Tip 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 enableWork agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classicTip#28: Project Timeline Gantt in Zoho Projects
Hi Folks! As part of the tips and tricks series, we are back with a tip on Project Timeline Gantt. Here’s how you can use Project Timeline Gantt 1. Prioritize your projects based on percentage completed and focus on the projects that are currently in your pipeline. Hover over the project name to know percentage completed. 2. Visualize your projects on the Gantt plotted for 3 consecutive years - previous year, current year and next year. You can adjust the timeline view from fit to max. 3. Navigate
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