Create follow-up task i projects when another task, with a certain tag, is closed
Hi As the title describes, I'm trying to set up a flow, that creates a follow-up task, when another task, with a certain tag, is closed. I tried using both workflows in Projects and Zoho Flow, but I can't seem to figure out, how to set this up. It doesn'tAnnouncing ZUG MEA Meet-ups (Middle East and Africa)- Interact with Zoho Projects & Sprints Experts in your city!
Hello Everyone! We are thrilled to announce the Zoho Community User Meet-up initiative aimed at engaging with users in and around Middle East and Africa. In this meet-up, our team will help you understand hybrid project management using the Zoho ProjectsAssociating a client to a project
I am trying to associate a project to a client and i use to be able to click the dropdown and then select assocate project to client, but this option is no longer showing up. How do i accomplish this now?Add Task General Error 6500
Hello, I'm trying to create a task following the guidelines on the API spec, but I can't get it to work. I tried several methidsbut I'm not getting significant enough infomation to figure out what's going on. I tried POSTing the required fields (with and without &flag=internal attached) to: https://projectsapi.zoho.com/restapi/portal/xxxxxxxx/projects/xxxxxxxxxxxxxxx/tasks/?authtoken=xxxxxxxxxxxxxxxxxxx Payload: { "person_responsible": xxxx, "tasklist_id": xxxxxxxxxxxxxxxxxxxx, "name":Project Tasks not updating actuals when task is non billable
Has anyone noticed that if they have a task that is Non Billable and has some work hours associated with it that in the top right hand corner of the task details you get to see Planned, Actual, Difference and Forecast. If you log time against the task as non billable, then the Actual number NEVER updates. It stays at zero until billable time is booked. This is crazy. The task is a non-billable task and I want to see how we are tracking against this task regardless of billable or non-billable.Status Feed & Documents
I thought when we started using Zoho Projects about 4 years ago that when we used to post an attachment to the Project Status Feed it used to save it in Documents. Did that never happen and I'm just misremembering? Or is that a change that came with theHourly Billing in Zoho CRM Deals, Books, and Projects?
We bill on an hourly basis and need that time added into a client's invoice in Books. A client might have multiple deals open with us that we are working on, and billing separately, and thus need separate invoices for each. The functionality of ProjectsNúmero de semana no coincide
El día de hoy se observa el número de semana a un lado de la fecha de la hoja de horas. Sin embargo este número de semana no coincide con el número de semana del Calendario.Is Zoho CRM and Books integrated with Zoho Prpjects? can we link everything togther ?
Is Zoho CRM and Books integrated with Zoho Projects? Can we link everything together in one unified place ?Zoho Projects - Timer - Rounding Possible?
In Zoho Projects, when I turn on my timer using the timer clock feature, is there a setting to have the feature round the time to the nearest 15 minute increment after the timer has stopped?Power of Automation::Automate the process of folder creation in Google Drive upon task creation in Zoho Projects
Hello Everyone, We received a specific requirement from one of our customers and decided to share it here so that others with similar needs can benefit from it. Requirement Sub folders should be created upon Task creation in Zoho Projects with task idEmbed form on my website to get tickets from my clients
Hello all, I want to create a form for my clients on my website, which they can fill and create tickets automatically in Zoho projects under one project say "Client support". Can it be done. I was using 'active colab' earlier and it had such service. see this http://www.bosshi.com/client-area/submit-a-ticket/ Thanks, JoSplit Tasks Question for Zoho
Hello, I am hoping Zoho can give me some advice on the best way to accomplish something in Zoho Projects. Please see attachment. In Microsoft Project it is possible to split a task into different time periods. This need is common in the construction industry. As far as I can see the closest approximation of being able to split a task in Zoho Projects is to create a recurring task. The challenge with using recurring tasks instead of splits is we don't know in advance how a task needs to be split,How do I take an existing template that had changes made and apply it to all
I have made changes to my project template and need to apply it to my existing projects how do i do thisOrder milestones by project in global gantt view
Is it possible to order my milestones by project in global gantt view? Currently as I have a number of projects running, I would like to see all milestones related to the same project together, rather than being in random order and mixed with milestones from different projects. Is this possible?Get daily time logs (Hours) of user in project.
We need to get daily hours instead of grand total. Is there any way? I'm able to get all time logs of user in current project using GetTimeLogs() method but we want daily timelogs. We are using zoho project C# APIs. Please suggest. Thank you.No way to create a template for an individual task?
Am i right in thinking there is no way to add an individual task from a created template? I would have to use a task list template every time instead? The scenario needed is a frequently occuring task is added on an already created board by a projectMeetings and Agendas
It would be good if there was some kind of agenda and meeting actions integration. Agenda could simple be an attachment, but then a way of entering actions for individuals that would then show up in that person's to do list would be great. danielduckworth.effortstuHow to assign all tasks in a task list to a user, rather than assigning each task one at a time?
If I have a task list that has 30 tasks, is there a faster way to make that entire list of tasks assigned to one user? Right now I'm having to go through each task one at a time and assign each one. This is pretty slow, especially if we want to fire up multiple projects utilizing this task list template.Re-ordering cards in Kanban view
I can't seem to be able to reorder the cards in Kanban view within a column (IE, I want to put the more important "Open" things on the top). Every time I try to drag and drop, it just yells at me "Moving Bugs within the same board will not change their order in list view." I thought I was able to do this at one point, but maybe not.How Often does Zoho Project sync with Zoho Invoices?
After the initial integration set up, how often does Zoho Project sync with Zoho Invoices? Do I need to set up the Client/Customer info in Zoho Invoices if I set them up in Zoho Projects? Thanks.How Can I get zoho users id on deluge
Hi, I'm trying to build connection from creator to zoho projects and I want to assign user once I create new Task in deluge. and Its work fine if I assign my zoho id user to : "person_responsible". Is there any way That I can get all the users ids onTesting Zoho Projects
I need to understand the Zoho Projects"On hold" Status missing
Hello, My colleagues and I are facing a weird issue: from one day to another, we cannot see the status "On hold" anymore in any of our projects (nor in the KANBAN, nor when we create a new task). Also, all the tickets that were "On hold" have dissapeared.Notification on Forums
Is there a way to add notification for Unread messages on Forums? We have hundred of projects and each will have dozen of forums, we need a way to know what's going on without having to click on each one of them...Code Commits and Changesets for Tasks?
Hello, Our team is currently looking for a way to link our git commits (made through gitlab) to tasks that we're working on. I have found and tested using changesets with bugs, which works great. However it appears that changesets do not display for tasks.Daily report of completed tasks
I would like to get an email with the list of tasks that were completed each day. I'm thinking there's possibly a few ways to do this. If this isn't possible in Projects, we have CRM Plus which includes Analytics. I'd prefer to have the list of completedProject option to accumulate work hours on the work hours date vs Task creation date
I'd like to suggest an enhancement to Projects to roll up logged work hours based on the work hours date vs the task date. As an example, we have monthly support contracts where we need to track the number of hours worked during a given month. The wayHow can we allow for part time employees in the resource utilisation chart?
As far as I know, currently working hours cannot be set for individual employees. (If that is possible - please let me know how). How can we then assess the utilisation of specific people if they are working part time?Undo button for Gantt charts
Hi, I really need an undo button in the Gantt chart view, specifically for when we're moving task dates, create/editing dependency. How hard would it be to add this?Change Task Owner (Bulk)
Hi, A user has left the company and we have approx. 1000 tasks spread across 100's of projects. How can we bulk reassign everything that is open for the inactive user to a valid active user? Is there a workflow/rule like 'where task owner is xxx and statusPower of Automation:: Streamlining Task Status Synchronisation with Custom Functions in Zoho Project
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically update the status of one task based on the status of another task. After some experimentation,Adding a Splash of Color: Custom Event Colors in Zoho Projects
Visual cues play a crucial role in project management, helping teams quickly understand and interpret information at a glance. Zoho Projects has been a reliable platform for streamlined project management, but as an engaged user, I believe that introducingBUG: Word "occurred" is misspelled in Zoho Projects
The word "occurred" is spelled wrong on this error message:Bug in Zoho Projects: https://projects.xxxxxx.com/portal/xxx#setup/portalteams Error occurred after clicking on a Team
When I click on a Team on this page: https://projects.xxxxxx.com/portal/xxx#setup/portalteams I get an error "Problem Occured".Power of Automation :: Streamlining Collaboration and Notification in Complex Projects with Custom Functions
Hello everyone, I wanted to share a custom function that can greatly enhance collaboration and notification processes in complex projects. In scenarios where multiple teams are working on a single work item and the completion of a parent task is a prerequisiteEdit group prefic
I am unable to edit or add prefixes when creating or editing groups. Is that an enterprise-only feature?Copying a milestone
Hi, We have completed a fairly detailed milestone with a number of task lists and tasks. We now have a few projects which require the same tasklists and tasks. Rather than recreate them all - is it possible to copy the milestone? Thank you MarcSaving Filters on Timesheets
Is there a way to save filters on Timesheets so I don't have to re-click them every time I enter my Timesheets page? I would love if my filters are saved for future use, or if i can create a custom view.When I select more than 2 tags - only 2 are presented in the main view, and the rest are "+1"
Hi, I have team members which are using tags a lot, but it visibility of the tags is not at its best. if I use for example 4 tags - and I expend the column, I still see only 2 tags and the rest of the tags are represented by "+1" - and we wish to seeNext 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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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.Zoho Projects API Scope for Issue Attachments
I try to download issue attachments via the API, unfortunately I always get the following error code when trying to download the file from the supplied URL: {"ERROR_MESSAGE":"INVALID_OAUTHSCOPE","ERROR_CODE":401} indicating an auth scope error. I've tried
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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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