Project name field permission
Hi! I suggest adding field level permissions for the Project name. Our use case is that users should not change the Project name (even if he/she is the owner), as it is set during project creation (by a script) and should not be modified. Thanks!Update Task List from Template
Hello Zoho, I am working on creating a template in Zoho that will be used for all of the projects we currently have and will have in the future, the issue im running into that is we will start a project and use the template, but then in the future whenDisplay tasks linked to an issue for client users
When I open an Issue, I can see links to other pages, such as Comments, Attachments, Resolution, Status Timeline. A client user seems to see only these four links. A regular user can see more, such as LInk Issue, Tasks, and Activity Stream. I want toZoho Bug Tracker - Error
When I try to enter an issue in Zoho Bug Tracker, my colleagues are unable to click the "Add Issue" button, even though I can. Despite changing their access permissions, the problem persists. I'm attaching a video for your reference.Set Task Dependencies for Improved Project Management
Task dependencies refers to the relationship between tasks, where the start or finish of one task relies on the start or finish of another. These dependencies are crucial for the successful completion of a project, as they help to ensure that all tasksProject folders permissions
It is possible to set different permissions for project folders for different users? For example, I have in Project A folders X, Y and Z. User John can access the 3 folders, and user Mark can access only folder X.Timesheet not showing archived projects
Once I archive a project, I cannot see the time entries on timesheets. Is this correct or is there a workaround? I do not wish to leave all projects open just so I can see staff time. Bruce Letterle Creative Web TechnologiesDefault Work Hours
Hello, How can we change the default settings in Zoho Projects to never default the Work Hours when creating a task? The default seems to be Hours Per Work Day (9) * # of Days. Clearly the work effort is very different from the duration - for example, we may have a task that takes 4 hours but needs to be done over the next 5 business days. If the user entering the task forgets to change the Work Hours, then it will default to 45 hours, which then makes our resource utilization reports wildly inaccurate.Power of Automation :: Add a comment automatically once the task status is updated
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 automateProjects Health Status
I need to automate the Project Health Status in Zoho Projects to display as Red, Green, or Amber based on specific criteria. How can I achieve this?Trying to figure out how to update every subtask status when the main task status changes
I'm trying to use custom functions to update every subtask status to match the main task when it changes, but I'm getting nowhere. I'm surprised this hasn't been asked before, since it seems like a fairly simple concept, anyone have any idea how it couldhow can I delete completed tasks?
Occasionally I am using ZProjects as a simple to-do list manager for my personal tasks. From time to time I'd like to delete my completed tasks in this project to unclutter my todo list and for reasons of data privacy. How can I achieve that? When I goEmail 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 hoursHow to customize task status to specific task?
Hi, I have the 'standard' 4 task statuses for most of the tasks in the project. However for a specific task that I've created in project template. I want to show the fifth task status option. Example: The last task on the ONBOARDING task list is "Go-LiveForum Announcements from general company email
Good Afternoon, I wanted to ask if it's possible to send announcements in Zoho Forum from a general corporate email (i.e. product@domain.com, sales@domain.com, etc.), instead of the personal email address (i.e.name.lastname@domain.com)?WBS scheme
Hello everyone, I want to know if it is possible to get a WBS (tree) scheme with Zoho Projects. Similar to what you get from WBS Pro software.efficient way to assign work hours to owners across tasks?
I typically scope my projects by listing out tasks and estimating how many hours my team will spend on each task (see below). Is there a view that's similar to this or a way to quickly plug in work hours across tasks when they are shared by multipleExport Project Tasks to Spreadsheets
Can you export project tasks to a csv or excel or zoho sheet format? Thanks, Barry rossrosTask Template Custom Field
Hi all, is there any way to add a custom field to a task template? In my task template I only see basic fields, task name, description, start date, and duration, and I haven't been able to find a way to add anything else. Thank you!how to make multiple portals for my sub-brands?
Hello, as example: I have main Brand called X and sub brands called Y , Z, in my portals i can see only X. the question is: How i can add portals for Y and Z so i can manage all my brands from one place. thanks in advancePower of Automation :: Automatic trigger of email alerts upon Project completion.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Projects API Scripting to add followers to tasks
I've written a script that looks like it works, except it doesn't. The Python script does the following, but I've left out token refreshes and pauses that exist in the script: Queries our company account and returns an enumerated list of all active projectsBuilding extensions #10: Fetch customized user inputs, store them globally at the app level, and access them across entities
This data storage concept enables you to store data related to your extension for both entity properties and extension properties. In our previous piece, we looked at how to store data for entities using entity properties. In this post, we'll look atZoho ical per project for google calendar. So i can give colors in the google calendar to an project.
Zoho ical per project for google calendar. So i can give colors in the google calendar to an project. Would be nice to have.Timesheet API: Adding time log using start date & end date
Hello, The Timesheet API does not currently provide the ability to add time logs using the start time and end time input. Proposed idea/Request Please, add the option to set the start time and end time instead of just the hour field API.Power of Automation :: Automatic creation of an issue once the task status is updated to ‘Overdue’
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 automateTip # 3 - Follow And Add Followers To Your Project Modules
Besides owning effective managers and quick-witted employees, you need to have supportive followers for accomplishing your project goals. Accompanying this note, today, lets run through a quick and easy tip on 'How to follow and add followers to your project activities?' . Follow the project activities all by yourself -Follow to get real-time milestone updates Milestones are nothing but your project goals, which can ultimately uplift your projects' quality to the next level. Now, users in the portalWork Hours by Project
Hi, I see the work hours are global rather than by project. The trouble is, sometimes we authorize overtime or weekend work for a "rush" project, or if we are just needing to catch up. How difficult would it be to make the work hours specific to a project, or maybe defaulted from the global work hours, but be editable by project?Para que eu uso o temporizador no Zoho Project?
Pessoal, Alguém consegue me ajudar a entender a funcionalidade do Zoho Project "Temporizador"... Ele serve pra dar andamento na tarefa? Ele não mexe com a % da conclusão daquela tarefa?Project template Zoho execution
Hello guys, Is there a Zoho Project template for the execution of all Zoho apps for clients? From changing DNS records to connect Zoho and send from Zoho all the way to the most complicated apps to implement when the client has grown exponentially? ThankBuilding extensions #9: Store, retrieve, and access entity-specific data in widgets using data storage
Data storage - Overview Storing data related to the extension you are working on is essential. It can be saved as key-value pairs for an entity or extension, known as entity and extension properties, respectively. Data can be saved for the following entitiestime tracking with automated screenshots
Check outhow hubstaff is taking screen shots while recording time spent ... any plans to implement something like that directly in zoho time trackerHow do I move a task to a different task list automatically by setting a rule?
I've a Task list A1 which has a set of Tasks, When i'm moving these tasks to let say the column (Dev Complete - Which is an 'open' task) i want them move automatically to Task list A2 column (Staging Open).Zoho Project loading is very slow
Hello, Zoho Project loading is very slow. Is anyone else experiencing this?Is there a way to set the default Flag to External vs. Internal?
Thank you, KennyPower of Automation :: Automatically track the count of re-opened Issues.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Can I associate a timesheet layout with a project template?
Hi We are using Zoho Projects in our company for different departments. For my department (Marketing) I've made a specific timesheet, including which type of activity they do (this only applies for this department). I have also made different ProjectHow to manage my gaming related website built in wordpress?
how i can manage my gaming website which is built in wordpress with zoho to collect leads of users and also automatically remove the duplicate contacts and emails and is there is any way to check that the email and the phone number that user has enteredTip #30 - Cloning a project
Sometimes, you'll want to use the same data from an existing project to create a new one. This is usually done by cloning an existing project. We have a simple work around wherein you can create a project template in Zoho Projects and save time recreating the wheel. Using this, it is possible to duplicate the data from an existing project into a new project. When creating a project template select the option "Choose from Projects" and select the project which you want to clone or duplicate to reuseIs there a way to schedule a weekly Timesheet export?
Hi guys We use our time logged in Zoho project in another system to track our profitability of some projects. I usually have to log on to Zoho weekly, to make several exports of timesheets, download them and send them to different persons. Is there a way that I (as an admin) set up a default timesheet export (i.e all users;projects 1, 5 and 7; from 01/01/13 to 31/12/13) and schedule it so I can get an weekly email or file with the export? Thank youNext Page
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Automation Series: Auto-update Phase Status
Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate yourUser Automation: User based workflow rules & webhooks
User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in ZohoPower of Automation :: Automatic Task Status Handling for Users
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 automateAutomate Timesheet Approvals with Multi-level Approval Rules
Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated toPower of Automation:: Automating SLA Timelines for First Response & Resolution for Issues module.
Hello Everyone, Ever wished SLAs could update automatically based on issue severity i.e no manual tracking, no missed timelines? That is exactly what one of our customers, Alex, wanted to achieve in the Issues module. So, we have setup a simple automation
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Updating custom fields in Zoho Projects
Hi I am wondering if anyone has experience with custom fields in Zoho Projects. I am struggling to update the field using either deluge or the api endpoint. My code is: //custom_Map = map(); custom_Map = {"UDF_DOUBLE_1":"0.27"}; update_Map = map(); update_Map.put("custom_fields",custom_Map.toList());Can we handle a support like (incident management) project in Zoho Projects?
Hi, I have a new profile of a project whereby we provide "ticket" base support to a client. They have a request and ideally we would handle comms via a email exchange logged in Zoho. Today we use Zoho Projects for all out projects, which means that weZoho Projects - Email Notifications for Feed Updates
Hi Projects Team, I'm working with a client who wants a simple way to communicate with their customers on projects. Getting the customer to add comments to Tasks or Bug records is not ideal, as we need a way which is easy with minimal training, and hasHow to fetch custom fields for time entries in Zoho Project API v3
In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried usingZoho Projects - Project Details on the Project Menu
Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.
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Automation Series: Auto-update Phase Status
Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate yourAutomate Timesheet Approvals with Multi-level Approval Rules
Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated toAccessibility Spotlight Series - 1
Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespectiveCustomize User Invites with Invitation Templates
Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align withZoho Projects - Q3 Updates | 2025
Hello Users, The final quarter of the year 2025 has begun, and we at Zoho Projects are all set with a plan. New targets to achieve and new milestones to reach, influenced by the lasting imprint of the past quarter. 2025's Q3 saw some new features and
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