wrapping 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 report
Blockading 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 "in
Numerous 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 subtasks
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 have2 Phases 4 tasklists, 10 tasks and 100 subtasks
Problem 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, Marjorie
Zoho 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 report
Is 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? Regards
Downloading 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, videos
Update 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 from
Start Date and End Date
It would be good if could change the start date manually instead of having to click on the calendar everytime... Cheers Eike Klapper
Ability to poll project team for meeting availability
I was wondering if there was a function to propose several times for a meeting and then poll the team for availability (like Doodle). Thanks, Cathy
Zoho Projects User Group Meet-Up in your city!
We are excited to announce the User Community initiative to engage with you all in person and take you through Zoho Projects. In this meet-up, our team will help you understand task management, task automation and features in Zoho Projects. Collaborate
Can't Get "For Each" action to work through my list of Project milestones
I have created a function in the CRM that will update project details and all the milestones and tasks associated with that project when a particular trigger is actioned. I am trying to work through a list of milestones associated with a particular project
Zoho Projects Resource Allocation & Sick Leave
Hi there, I've assigned a task to a user, putting in a start date of Wed 1st Feb to the Wed 8th Feb and assigned that user 20 hrs to do in that timeframe. The user has put in sick leave for Fri 3rd Feb in Zoho people (Therefore unable to do the no. of
Unable to add new task via API - Input Parameter Missing
I'm following the spec at http://www.zoho.com/projects/developers/tasklists-api.html#7 to Add a new task to a Project Task list - I think I have all of the required form items populated based on the provided sample,but I'm getting an error: {"code":6831,"message":"Input Parameter missing"} https://projectsapi.zoho.com/portal/{PortalName}/api/private/xml/task/add?apikey={ApiKey}&ticket={Ticket} projId=f8044dc4a76d2d98e298090ee4ab5d05b3711e3d6848763c, personresponsible=aee2293d0f655f48, listId=f8044dc4a76d2d986e2974ab7fd72a8b6755b1c1035e80e0,
Client E-mail Notification
Greetings, everyone. My company is growing and now I am at space where I absolutely need to have a bit of automation introduced on the client side. My needs for management is basically Client --> Client Project --> Tasks. I somewhat achieve this by creating a client under Projects and creating Tasks as individual projects (if there's a better way, by all means let me know!), but now I am somewhat at a lost. When a task is marked completed, I would like the ability to have an automatically e-mail
How do I update Task Status via email?
The Knowledgebase says that I can add a task status to a project via email. But it does not give any instructions regarding syntax, how to format the subject line, etc. There are several other "to add a xxx" items in the article that do include all the
Weekly Time Log Restrictions
Issue: When a user views “Weekly Time Log” all the previously populated time logs for the week are erased. Suggestion/Idea: Time logs that have been logged for the week gets populated in “Weekly Time Log”, a similar view to “Grid View”. For example
Logging time on tasks for external user
Hello, On some projects part of the work is done by an external company and i need to track those times too. Currently, I created a table in analytics where i enter manually the times linked to the task id. It is really painfull though. Is it possible to log time on projects for external user (only for tracking purpose, those users do not require any access to the tool). If it is not possible, can you suggest something more efficient than what i currently do with my custom table ? Thank you in
New push notification enhancement in the latest version of the Zoho Project mobile app.
Hello All, In the latest version of the Zoho Projects iOS app (v3.6.5) and Android app (v3.6.3), we have enhanced the notification functionality. From this update onwards, a brief description of every action taken on the respective task will be displayed.
Projektbeteiligten-Liste - Wie starte ich eine Projekt?
Das Projekt wird gestartet, der Projektname steht. Als nächstes werden alle beteiligten des Projektes aufgenommen, um damit erhalte ich eine "Projektbeteiligten-Liste", dachten wir, aber das ist in Zoho Projects gar nicht möglich? Ein Projekt hat eine
Incompatible US EU customer accounts
Hello, A few days ago, I migrated my company's account from DC US to DC EU. Following this migration I have many problems. For example, I had several external clients who had access to projects on Zoho Projects. I tried to invite them but the support
Zoho Projects Due Date Display as "Today" or "Tomorrow" Question
Under Zoho projects, is it possible to have the due date displayed as "Today" or "Tomorrow" if the condition of the due date is equal to being today/tomorrow? This was one feature in Asana that we really loved - not that it is a dealbreaker if not, but
Show / hide fields based on criteria
I am trying to set up a field which is shown only when a particular entry is selected. When One-2-One training is selected, the implementation starting date should be hidden.
Favorite Views list sort order?
Is there a way to rearrange the Favorite Views list?
Zoho Projects = Shortcut = Collapse/Expand all Tasklists
Hello, Would be really helpful and handy to have a shortcut for Collapse/Close or Open/Expand all Tasklists. Can this be added to the existing shortcuts? Best regards, Yannic
GPS Coordinates for Timesheets
Hi, GPS information is available to track for timesheets in Zoho People but I have a client asking if this is on the roadmap for Zoho Projects as well. If not, has anyone come up with a workaround for this.
Zoho Projects webhook
I need to create a webhook that will trigger when a project status changes. I see there are webhooks for issues and tasks but none for projects. Is there a way to create this kind of webhook?
Automatic upload of documents in feeds and comments
I was quite sure that in the past when I upload a document in a comments I always found it in the docs list of the project. Recently I have the impression is not working anymore like that. Is something changed. In the feeds I never had it to work. Am I wrong? So what's the right procedure. Should I always first upload in the documents and the associate it to task comments and feeds? Tghank for the help and sorry for my english....... I hope it is understanable.
Project and Task reports don't include archived projects
Am trying to do some "Year in Review" reporting, such as a graph of Task volume by status for all projects. But archived projects aren't included in reports. Is there a way to access that data without keeping every project active?
Project Manager view Budget Hours not Budget $$
We want to use the Budgeting functionality of Projects, but our Project Managers don't need to see the Budgets in terms of Amounts ($), only in terms of Hours. Our Management Team need to see Project budgets in terms of Amounts ($) and not Hours. Is
Zoho WorkDrive / ZohoDocs & Zoho Projects integration
Hi, Is it possible to integrate either Zoho WorkDrive / ZohoDocs into Zoho Projects? The ideia, is when I update a file from my PC, it shall sync immediately to Zoho Projects documents tap. The current documents tap on Zoho Projects, require a manual update of each file, which is not efficient.
Gantt & reports access for alle Project users
Hi, is there a way to give all Zoho project users access to Gantt & Reports for all projects?
Tags 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 app (v3.6), we have brought in support to add/manage 'Tags' on the mobile app. 1. Create, view and manage tags: You can access the tags on the 'Home' screen module on the Projects iOS app by selecting
Optional Blueprint Fields
It would be very helpful if Blueprint fields could be made optional, similar to how this can be done in Desk. Sometimes you want the user to be prompted for a field, but don't want to require them to fill it in if they don't have it.
A new way to see the task timeline (users by lines)
Hello, It would be a really nice feature if we could have a view of all tasks timeline by user (lines) and project (color). For example: I don't know if my print helps to understand :) The important thing here its, when you have a lot of users its better to have them separated like this and not the way we curretly have the projects calendar (users divided by color). Can we have this feature? Thanks!
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