Webhook on log work
Hi, I need to be able to get notified when someone add,update,delete work from.and issue and this should be a native feature with webhooks in Projects. I understand that can maybe be achived using zoho flow but it should be part of Projects it self andAssign 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.Power of Automation :: Schedule Timesheet export automatically.
Hello Everyone, We recently fulfilled a specific customer requirement by leveraging the Schedule Functions within Zoho Projects. Sharing the details here so that others with similar needs can benefit too. The schedule function allows you to execute customTask Workflow Rules Should Work With Project Templates
I posted this on a previous thread a few weeks ago, so I'm re-adding it as a top-level topic. I know I'm not alone in wanting this feature. Basically, right now the new task workflow rules feature doesn't actually work with tasks generated using a ProjectDelete/cancel Zoho Projects account
Hello, I just tried out Projects and realised I don't need it just yet. How do I delete my profile (only from Projects, not everything else)? Thank you.Power of Automation :: Trigger an email automatically based on Milestone completion percentage
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 complex tasks andProjects : Configure organisational wide display preferences (themes)
Hello, I need to configure themes/display preferences i.e color, dark/light mode etc globally/organisational wide for all accounts, users, contractors, customers alike. How can i configure this?Export Gantt For Presentations
I cannot seem to figure out how to export a Gantt Chart from Zoho Projects in a format that produces reazonabl visibility of the timeline and also makes it the correct size for a powerpoint presentation. Can somebody point me in the direction of how toPower of Automation :: Archive a project automatically, when all the tasks in that project are completed.
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 automateInternal Comment
In Zoho Projects, I would like to be able to make a comment on a task or project and mark for "Internal" only. More of a public vs. private setting. This way I can make a note to my staff without the client seeing it.Need to restore the project tasks deleted back
I would like to recover the tasks deleted back. How I can restore the data to back again? Plz help me, my old works and many large work were that. SOSWeb Tabs in Zoho Projects
Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, youArchived Projects
Hello, I have a user who is setup with Manager role and is the PM of a project (he is listed as project owner) but he doesn't have the "archived Projects" button on the right side of the screen. I am an Admin and I do.Changing the Primary Client after a Project Has been Created
Once a Project has been created with a primary client how can we go back and change the primary client. We have set up projects a few times with the wrong Primary Client. Once we recognized that we needed to change the primary client we were unable toDefault task list | external vs. internal
From reading through the discussions here, it's my understanding that a default "external" flag cannot be set on a project level. That being said, is it possible to change the default dropdown selection to "external" whenever someone is creating a newHow do I schedule time for an issue?
When an Issue is raised in Zoho Projects, I want to schedule time for a Developer to work on the issue. That usually involves an initial meeting with the requestor. Then, after the developer understands the number of hours involved, the developer needsPdf Gantt Chart
i cant get the Gantt chart in full view "task list and bar chart" for all tasks list when i export it to PDF And i am asking about how to hide the unscheduled task column from the Gantt chart view and how to set start the Gantt chart view with the projectBilling for Fixed Fee Projects
Hello Zoho Community! Hoping someone could shed some light on the best way to bill clients (in multiple installments) for a fixed fee project. We are a professional services firm and many of our projects are billed on a fixed fee basis vs billing for staff time (i.e. time and materials, or T&M). It seems very straight forward in Zoho Projects to set the billing method as either bill based on "staff hours" or "project hours," but how do you bill for a fixed fee? I also need to make sure that the invoicesPower of Automation :: Automatically start / pause / stop timer on task status update.
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:-Milestone
New to Zoho and trying to get acquainted. According to PMI a milestone "anticipates what the project is supposed to achieve at a pre-set date. It should describe a desired state of affairs, a desired future situation. There are two important aspects to this. First, the concept refers to a point in time, not a period of time. Second, it looks forward to what we want to create, not how we create it." Why are Zoho milestones defined between two dates and as bins for tasks? Why would you even considerHow to change the colour of the Milestone rows in Projects?
We have a project with a lot of lists tasks and subtasks and we want to be able to change the colours ever so slightly to differentiate between the milestone sections. Is there a way to do this? Or is there a Chrome extension someone has written to doCompletion percentage of task should be customized by the user
In zoho projects, the software lets the user to assign percentage of tasks in multiple of 10. (10,20,30,...,100). In my opinion, the user should be able to customize that percentage; because in many cases; only the user can decide how much task is done,Tasks belonging to multiple projects
Hi, How can we make a task to belong to multiple projects? There are product release projects, which includes task for marketing. However, marketing has its own project for campaigns, where the same task would belong too. How to n make that happen? Thank you TomCan you import projects into Zoho Projects yet?
I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projectsCan Projects Replace Azure DevOps?
We currently use Azure DevOps to hold our test scripts for our software development process and I was wondering if projects would be able to do this equally as well? Would another Zoho application be better? We would ideally like to have it connect with Bug Tracker and Desk.Is it possible to set a Project's layout through the API?
Hey all, I've looked at the documentation regarding the question at: www.zoho.com/projects/help/rest-api/projects-api.html All I can find are ways to read the layouts for the projects through the API, but I need to set the default one to something otherOffline Usage
Do you have plans to explore options to use Zoho Project offline. I love it, but it presents issues that I cannot take my tasks with me when I am not connected to the internet on the road. I understand having all the documents and such available might not be possbile, but surely the tasks and milestones could be. I am thinking something with Google Gears. Please let me know. David SarnowskiProjects offline access update
Chaps, Can you provide an update on plans to provide offline access for Projects? The latest request I found for this appears to go back to June 2009. Thanks.Multiple Owners and Users of Tasks
There must be a way to choose more than one owner or user of the Tasks, Task Lists, Milestones, etc - on a team, sometimes more than one person is responsible. In the drop down list - you shuld be able to select more than one item/person. Besides "Owner" , we should have the ability to "assign" tasks to others, but not just 1 or just all or just none - should be able to choose. Thank you! BScheduling Tasks in Relation to Project End Date
I use Zoho project to help manage tasks that relate to a number of specific business events that take place. I would like to be able to have my project end date be the date of the event and then work "back" from that date to say... Add a task 2 weeks before the project end date to remind me to XYZ. Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?Cost per Hour for Users
Are there plans to bring user costing into Zoho Projects and then be able to integrate with Zoho Books. The feature is a great recent add to Zoho Books but can't be used in conjunction with Zoho Projects as is currently structured.Close a task from Gantt view?
Is there any way to change a task's status directly from the Gantt view? ie without having to open the full details of the task It would save a lot of time if this could be done, eg added to the right-click menu or presented as an option when double-clickingManage Followers
Hello Zoho team, It will be very nice if the Followers can be added/removed in a similar fashion as you can add/remove Owners in tasks. Right now it is hard because you have to open task by task, which it is too much work and very inefficient for the Project Manager. Also it is very inconvenient the fact that you have no way to remove a follower from a task....New project layout with new section and custom fields but fields invisible
Hi, I created a new layout, with section "case details" and custom fields in it. The section is visible but fields under it is not. See below. The design is like below: What could be possible reason? Thanks.Customize the Color of the Task Bar in a Gantt Chart
The Gantt chart in Zoho Projects provides a visual representation of the project schedule. However, when there are multiple tasks in a project, it can be difficult to find the one that requires specific action. To ease this, users can now modify the colorSync Zoho Projects Calendar
Hi there it looks like export of a Zoho Projects Calendar as ICS/Gcal file does not include events anymore. If I download the ICS file from Calendar -> Sync with Other Calendars -> Icalendar -> Download I can't find anything except tasks. it used to beHow to create master and sub-projects relationship
Hi all, Would it possible to create master and sub projects on Zoho Projects? As we are operating in many countries and each country also has many projects running parallel. And each projects also has resource and/or schedule dependency between each others. Here is the structure we are looking for; Master Project Singapore SG-Project 1 SG-Project 2 Malaysia MY-Project 1 MY-Project 2 Thailand TH-Project 1 TH-Project 2Master and Sub Projects creation
Hi team, I am looking to create a mast project and sub projects under it. Does Zoho projects support such heirarchy? Example: Master Project (ABC) XYZ (Sub Project) Project 1 Task1 Task2 Project 2 Task1 Task2 MNO (Sub Project) Project 1 Task1 Task2 ProjectIs it possible to export only the latest comment from a task?
Hi team, I was working in zoho projects but during export I want to only export the latest comment from the task is it possible?Manage Documents with SharePoint Extension in Zoho Projects
SharePoint is a digital platform to store and manage your documents. Multiple users can work on the same document simultaneously, which enhances your team's productivity. By installing the extension in Zoho Projects, users can access the documents seamlesslyNext Page
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Announcements
Resource Utilisation is now Workload Report
On behalf of the team, I am thrilled to share a significant transformation in one of our pivotal features – the current 'Resource Utilisation' chart is now reborn as the more versatile and insightful 'Workload Report'! It is not about just the name change.Power of Automation :: Automatically update task owner based on the team associated.
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:-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 tasksPower of Automation :: Quick way to associate your Projects with Zoho CRM
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 complex tasks andPower 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 automate
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Zoho 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.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 advanceProjects Automation No Longer Works
Hello, I had an automation in Zoho Projects set up as follows: 1. When a Project is updated (Status) 2. Criteria: Status Is Invoiced Update Field Project Type: Archive This was working in the past but suddenly it no longer works. Please advise Thank you,How 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-LiveIs there a way to add a text field to the task overview of a project or a task list?
When performing their tasks, task owner often times need some extra info to complete it. For example: the task (from a template) can be: "add new sku to overview"; however, this person needs to know what the new sku is. I'm aware that you can add text
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Sticky Posts
Resource Utilisation is now Workload Report
On behalf of the team, I am thrilled to share a significant transformation in one of our pivotal features – the current 'Resource Utilisation' chart is now reborn as the more versatile and insightful 'Workload Report'! It is not about just the name change.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 tasksBuilding 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 atTip # 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 portalBuilding 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 entities
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