Power of Automation:Automatically add a row in Zoho Analytics when the status of a bug is updated to 'Reopen'.
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 / Business Rules (be it Tasks / Project) and associate the custom function to
Tip of the Week: Task Sorting
I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).
Add seconds to projects timesheet
When timelog in seconds is added to via API, the timelog often return error because the start time and end time are the same in such instances. That is, the start time and end time passed as params are in hh:mm and as a result the timelog reads 00:00.
Problem accessing zoho Project with Loading page
Hi, We seem to have a problem getting to load zoho project portal recently. It keep showing a 'Loading' message and it takes extremely long. (Tried: Google Chrome, Edge and Firefox browsers) Is there a problem across the other client or just happen in MY server? Looking forward some reply from zoho support. Thank you.
Variable rate per hours?
Variable rate per hours? We are using the following billing method for our projects: Based on Staff Hours. The reason is simple we have many users, and they all have a different rate per hour cost to the customer and, they all have a different cost for
Is there no page for the list of the Task-List Templates?
I DO NOT MEAN WITHIN A SPECIFIC PROJECT. I am looking for a general main page where I can add/edit/delete task template lists. Where do they save to after I create them? I can view all projects on the project page, and all tasks on the task page. So where
When is Workdrive Team folder created for a Project?
We have Workdrive integrated with Zoho Projects and would like to know when is a Workdrive Team Folder created for a Zoho Project. Is this automatically created when a new project is created?
Zoho CRM to Projects Mapping
Hello, I tried to map my Zoho CRM fields to my Zoho Projects Project. I don't have the ability to create fields in Zoho Projects, so the Client and Account don't show up in my Zoho Project. Is there a workaround? The forums from Zoho said these should
Rename 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 labelled
You have reached the maximum limit in your current plan.
We didn´t receive any warning about reaching the maximum limit in your current plan. How can it be possible? Just change suddenly and we can´t add client users anymore. Client users are different from portal users. How can we fix that?
Allow us to not hide the task list when its tasks are closed
Provide the flexibility to us by giving us the option to hide or not-hide per-project basis the Task List. Some of us are still adding tasks mid-project, so when the tasks under a task list are done it's just gone. Using the custom views to show closed
Pin task list so that it doesn't disappear when all tasks are closed.
It would be excellent if there was an ability to pin a task list so that it would remain visible even if all of the tasks in that list had been completed. We frequently have a list of tasks that gets wrapped up, but then we need to add new tasks back
Predecessors/Successors - How to add without specifying dependancy type
I want to add a predecessor without having to specify a specific type (SF/SS/FF/SF) This has obviously been done before in my system, but i am unable to replicate as every value I add automatically saves with SF at the end. How can I add values like I
How to prioritize across multiple projects?
Is there way that I can have a task list that contains tasks from other projects? I am trying to prioritize my tasks but I have them in multiple projects.
Allow time to be entered and saved without it being "submitted"
Professional consulting/accounting firms typically are able to enter time without submitting it (similar to Zoho People). This would be very helpful to include in Zoho Projects. For example, we submit our time every week. Time can be entered and reviewed
Possible to prevent duplicate Project Names?
Is there anyway to prevent a duplicate project based on the name field?
Power of Automation: Automatically Archive a Project after 60 days from its 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:-
Google Calendar Import in Wrong Time Zone
Anyone else have this problem? Google Calendar is only importing my events in "(GMT+00:00) Dublin" time, rather than Central Time. For the life of me, I can't figure out how to get it to import properly. How can I fix this?
Adding task to multiple project
Hi We are an accounting firm and every year we need to create task to all of our project to add the same task by search criteria . I can not find a way to taks to multiple projet thanks CD
6500 Error when updating task status
Hello, I am trying to update the status for a task via the API. The response I get back is the following: { code: 6500, message: 'Status and % completion cannot be updated for tasks associated with blueprint' } The endpoint that I am using is: POST /portal/[PORTALID]/projects/[PROJECTID]/tasks/[TASKID]/
"Reports" section should be renamed on "Charts"
The "Reports" section of Zoho Projects seems to really be high level charts. Please consider renaming it "Charts". Zoho Projects doesn't seem to have any built in reports that I have seen.
How to find Workdrive folder associated with or assigned to a Zoho Project
Hello, For example, let's assume that the project name is TestProject, how do I get the Workdrive folder associated with or assigned to a Project in Zoho Projects? I only have project name, and I need the Workdrive Team folder ID. So, is there an API
Add ability to save without "submitting" time
Professional consulting/accounting firms typically are able to enter time without submitting it (similar to Zoho People). This would be very helpful to include in Zoho Projects. For example, we submit our time every week. Time can be entered and reviewed
How can I Associate a Project with Account when a new project is created from API
We are creating project on zoho projects by making API call. How can we attach CRM Account to that newly created projects.
Changing duration of task when adding more resource
Hi, We have a list of tasks within a Project that we want to put an estimate against relating to how long it should take to complete. We don't do this at a very granular level so the smallest amount of time we need to track is normally half a day. This
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, -Athena
Is there a way to change/create a widget to return % completed for individual projects?
I need to see % of task completed as a whole on my projects rather than number of task. How can I accomplish this?
Zoho Projects app update - Copy URL and Task journal view redirection
Hello everyone! In the latest iOS version(v3.8.5) of the Zoho projects app, we have brought in support for the following features: 1. Copy project URL 2. Task journal view redirection Copy project URL You can now copy the project url within the project
Where is the Trash in Project?
I trashed a template (today) & want to restore it - but I CAN NOT find the trash! I got a message saying I could restore the template within 30 days, so it should be somewhere. Please help!
Power of Automation :: Automatically divide the work hours between the task owners
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
Make Project Level Fields Available in Task Report
It would be helpful if we could add columns from Project level fields in the Task view. See screenshot below for reference:
Creating departments and sub-units under each department
Do we have any option in Zoho Projects to create multiple departments and sub-units under each department and access control enabled for each department and unit. Currently we are not able to maintain projects across different departments independen
Mark Task view as Favourite/ Set as default - Zoho Projects app
Hello, Everyone! In the latest Android version (v3.9.4) of the Zoho Projects mobile app , we have introduced the following features: 1. Mark a task view as favourite/ remove from favourites 2. Set a task view as default Mark a task view as favourite/
Achieve Full Financial Control by Tracking Both Cost Budget and Budgeted Hours
Zoho Projects now supports tracking budget with both Cost Budget and Budgeted Hours simultaneously across all modules (Based on Project, Phase, Task, or User). Why Track Both? Tracking both cost budget and budgeted hours provides a more holistic view
Zoho Project Defaults
When I mark a Task to Closed, it disappears from the list. We still want to see all the task list and see what is completed. Is there a way to have the Closed. Is there a way to show Closed tasks? Is there a way to change the Status defaults? Also, when
Cannot see Milestones or Phases in Projects
We are on Zoho One. I am in Projects and entering Tasks, but cannot see Milestones or Phases in the tab or anywhere to add them. Anyone know how to set this up?
Tip: How to print the Gantt View
Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
Zoho Project: Update on program level tracking?
I saw a post from about 10 years ago about the ability to track Programs in Zoho Projects. Has anyone found a way of managing associated projects as a program?
Populating a user pick list failing if user is not an admin or portal owner
I have a function that, until recently worked fine. The function essentially copies another project. One aspect of this copying was to take the value of a UDF that is a User Pick List, find the correct user id for that user, and populate the corresponding
time log period settings - log past time - how to bypass restriction for portal owner and admin.
I am the portal owner/admin. i set the timesheet restriction for my employees that they can only log past time up to two weeks from the time they are trying to log time, to prevent people adjust their time and to have a good practice of logging time on
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