Sorting in Projects View Stopped Working?
As of this morning we're unable to sort by any column in any (default or pre-defined) view in Projects. Clicking the heading or arrows to sort does nothing, generates errors (though I'm not certain they're related) in Dev Tools.Holidays not working?
Hi, I've configured some holidays in my portal. They do show in the portal that i've created them and if i look at the gantt view it highlights those days and indicates they are holidays. The issue i'm having is there are tasks currently scheduled for those dates. When i added the holidays, it didn't move those tasks. they are still scheduled on those dates. How can i make tasks to ignore holidays? Thanks RobProject Templates In Zoho Projects
Set up a default work space and save your time and effort in managing your projects effectively, like never before. In Zoho Projects, you can structure a template and define it to your projects in the portal using an exclusive feature called the Project Templates . It lets users create "n" number of projects with the same template, which in turn helps them to carry out project activities dexterously. For example, you own 20 projects in your portal. You will likely be comfortable to have a similarIs there a way to establish "non-working days" fo holidays so no milestones or tasks can be added?
It would be great to be able to use the DURATION timeframe but it puts tasks on weekends. Also I am unable to establish other non-working days for a project, like Martin Luther King day. Thanks for the help! KristinaUsing Custom Functions to Solve a Complex Use Case in Zoho Projects
Custom functions, also known as user-defined functions or UDFs, allow you to create your own functions in addition to the built-in functions provided within Zoho Projects. One of the key benefits of using custom functions in Zoho is that they allow youHow to create a Zoho project with same Start Date and End Date
While trying to create a project in Zoho Projects portal through api call with same start date and end date, the project creation failed with the message "End date cannot be greater than Start date"; which is also weird, since both Start Date and Endhow do i change task ownership on multiple tasks or all tasks?
I have created a set of tasks to help my staff learn ZOHO Projects. I want to create each staff member a copy of the project from the template I created, but I want to assign all tasks to the employee. How can I do this without having to go one by one?Wrapping task text line in reports
It's much better to wrap tasks text lines in reports like Gantt chart, resource utilization reports in order to be able to view & printout the full description of the task without need to hover the mouse over the task to read the full task descriptiClient Users Permissions/Restrictions
Is it possible to restrict what my client users see or have access to within a project? For example: There is no reason for my client users to have access to the marketplace. I would like to them to not see it in the setup menu. Same with the blueprint.Zoho Projects : Import tags
Hi! I am new to zoho so maybe this is an easy fix- I am trying to import my task list with all of my tags. But they are showing up blank. How can I import the tags? There isn't an option to match it when I import the spreadsheet.how to customize priority and status pick lists for tasks
is it possible to customize the priority and status pick lists for tasks in Zoho Projects?Notification filters are now supported in the latest version of the Zoho Projects iOS mobile app.
Hello All, In the latest version of the Zoho Projects iOS mobile app (v3.6.5), we have brought in support for notification filters. Now you can view the All/ Unread/ Flagged/ @mention notifications in separate tabs. Also, you will now be able to markCustomise billing types in Projects
On any given project, there are a couple of different ways we bill clients, and I would like to keep track of the time spent on activities in each category as easily as the billable / non billable activities are being tracked. Is there a way for me toMultiple time zones, work weeks and holidays
We are a global company with staff across various time zones with different work weeks (Mon-Fri and Sun-Thur) and holidays. I would like to be able to assign different working profiles to different resources in order to feed back into the project planTask for multiple external users
Hi all, I’ve just started using Zoho and need some help please. I want to create a project to manage some training. Each project has multiple tasks which are carried out by external users (10 tasks in total, one per external user). What’s the best wayClient Users can see posts in Feed from other Projects
Hello, I have been made aware of a recent issue where my Client Users are able to see posts on the Feed tab from Projects they have no access too. We use Zoho Projects for many Customer facing projects across our customer base and add Client users specificallyIntegration between Zoho Creator & Zoho Projects?
Hie , Integration between Zoho Creator & Zoho Projects? Is that possible if yes then How??Track task progress when task is assigned to multiple users
Hello, sometimes we need to assign the same task to all users in the organization (i.e.: when the task is "Send your ID document scan to the HR Manager"). I see a task can be assigned to more than one user. Problem is: if a user set the task as "Completed",Saving Custom Bug List Views
I'd like to create my own view of bugs/issues when viewing across all projects. For instance I want to only see Issues with a certain status and certain fields. I see that I can create a Custom List within a single project but I can't find a way to doProject template
Hi I created a project template with all milestones, tasks and tasklists. When I create a new project using this template, the dates are not automatically updated.Project Template : Schedule, Gant, Start date
Hi I created a project template with all the tasks, milestones and tasklists. When creating a new project from this template, the dates are not automatically update for my project. All tasks are as "unscheduled tasks". Only dates for milestones are indicated.Parallel Transitions in Zoho Projects
In a Blueprint, a transition refers to the link between two statuses. Often, tasks require inputs from multiple teams or people before they are completed or moved to the next stage. In Zoho Projects, a user can execute two or more transitions in parallel.Zoho Project - How to modify/delete Log Hours after Approval ?
Hi In Zoho Project, how to modify/delete Log Hours after his Approval? I'm not able to proceed at all . It's like I'm forced to delete the Task and create Task and log hours... Sounds strange, no?Exclude weekends from task dates
How can you exclude weekends from task dates? So that, for example, a 10 day task is allocated only to weekdays, and the gantt chart shows weekends blank.Task duration in hours with start date and end date
Hi, Each of our tasks have a number of hours that the employee has to respect. But most of the tasks needs more days than what the system calculates. Is there a way to override the dates? Let's say our project manager sends a design to be approved by the client. We create a task for 15 minutes but we give 3 days for the client to get back to us so the task should be 3 days with a duration of 15 minutes. Another scenario is if I have a task of 40 hours for a programmer and I want to give her/himAutomatically Create Subtasks
We use Zoho Projects in our content marketing efforts. We have Blog Post tasks and under them, we create associated social media post and email newsletter subtasks. Instead of having to create these manually, can I use an automation function to createUse more Task Layout is the same project
In the same project there are many type of works. Each one requires different fields, status or values in a drop down menu. Having the ability to choose the Task Layout for each task would be ideal. In this way in the same project there is the ability to have different kind of tasks, each one with the proper fields. Please consider this functionality Regards, Damianowrapping text in reports
It's Much better to wrap task lines in reports like resource utilization and Gantt Chart when the task text is longer than the allotted space for this field in the reportBlockading Timesheet if status is not equal to "In progress"
Hello, I've been figuring out a way to force my coworkers to change the task status when writing time. Most of my coworkers don't even look at the status and let it sit on "Open" If possible i would like to know or create a way to force a task go to "inNumerous Sync Issues Between Zoho Projects and Zoho Books - no response from support
There are numerous projects that are giving errors in the Zoho Books integration with Zoho Projects. Below is a screenshot showing projects that do not exist (they are not archived, not in trash nor are they active). How do I find/delete these projects?Filter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have 2 tasklists, 10 tasks and 100 subtasksFilter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have2 Phases 4 tasklists, 10 tasks and 100 subtasksProblem to copy/paste text in task and issue comment (Zoho Project)
Hi, We can no longer copy / paste text in the comments of a task or issue. Yesterday it worked very well. We tried with another browser (Chrome 80 and Firefox 73) and the problem persists. An update has taken place? Regards, MarjorieZoho Projects Track Budget Picklist
I would like to track my project budget based on somethin other than hours. We do not track hours or bill for hours. Instead, we pay fixed amounts to our outside vendors and other third parties to make the project happen. Is this possible in Zoho Projects?Nueva en Zoho CRM - Books - Projects
Hola a todos/as! Hace muy poco que estamos implantando Zoho en una empresa que se dedica al asesoramiento fiscal, laboral, jurídico, etc. y me gustaría recibir algunos consejos de personas que se dediquen a una actividad similar. Respecto a Zoho Projects,Project Invoicing Follow-up
Hi, I am new to Zoho and I am using Zoho One to handle almost everything in my company. There is something I did not manage to do on my project yet. I have a lot of Fixed price project where the invoice date is linked to the closure of some tasks or to milestones. Usually we invoiced a percentage when the milestones is achieved. Is it possible (now or in the future), to declare as "to be invoiced" the price associated to the milestones that has been reached ? The aim is to be able to have a reportIs it possible export information to Ms Excel or Ms Project format?
Hello All, I would like to know if it is possible export to Ms Excel or Ms Project my Zoho projects information? RegardsDownloading PowerPoints from Zoho Project messes up the PowerPoints
Hello, we've been encountering an issue with Zoho Project/Zoho Show. When a user uploads a PowerPoint to Zoho project. After editing the project in Zoho Show and downloading it to use in PowerPoint, it messes up the PowerPoint. (Object missing, videosUpdate Status via Deluge
Hello, Im trying to update some tasks status via API but its not working. heres the too codes i've already trying (besides a lot more): values_map = Map(); values_map.put("status",input.Status); response = zoho.projects.update("roboplan",input.Project_ID,"tasks",input.Task_ID,values_map); info response; The second i've tryed was this: (because i've noticed that "status" haves more maps inside. values_map = Map(); values_map.put("name",input.Status); status_map = {"status":values_map}; response =Project Status - Autoupdate
Is there a way to update the status of a project based on Milestone completion? IE - Milestone = On-boarding, followed by Milestone = Provisioning. When all tasks in On-boarding Milestones are completed, I would like the project status to update fromNext Page
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Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happyAutomation 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 automate
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Zoho 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 triedZoho Projects - Update Feed via API
Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you
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Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happyAutomation 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 irrespective
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