Trigger Final Actions After Parallel Transition Is Complete
Hi There, We've been taking full advantage of the parallel transitions feature released last year. For things like design approval it's been an incredibly helpful feature to be able to have multiple people each review and sign-off on something at the
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 seamlessly
Help ! Custom Function : Searching Client Company
I'm trying to run a custom function in Zoho Flow that looks up a Client Company using the Client Name. I want it to return only the matching record or an error; at the moment it's defaulting to the first reponse (I think) Can someone help tweak this function
Customer Service is great but regarding ZOHO One and ZOHO Projects, PLEASE STREAMLINE ALL YOUR PRODUCTS AND SERVICES!!!
Howdy, Boys and Gals, First, I have spent the last six months going back and forth, back and forth between all the different products, services, and customer service. CLEAN IT UP! Explain Zoho "Accounts" better! Now, with ZOHO Projects 8.0, I am learning
how can i completely turn off email notifications?
i would like to turn off all the email notifications. is it possible? thanks jan
A way to force the task status transition to multiple assignees
We would like to have a way to force the approval of multiple users for a task status change. Right now we have to create a chain of blueprint transitions where the "After" rule does assign the task to all of the necessary users in turn. This is not an
Can you add an existing task template to a project?
I have created multiple task templates. I am trying to go into specific projects and a task template all at once instead of having to add each task manually. Is this possible?
Make Task Blueprint Transition Buttons Larger/Responsive
Hi There, we use task blueprints extensively. We try to be descriptive in our transition names and it is frustrating that the names are cut off when displayed in the task as it appears there is plenty of room on the screen. Is it possible to make the
Unable to delete tasklist
Within a project i've created a task list in error. How do i delete this. The mousover settings only gives me "Chart View" and nothing else. Is this a permissions issue from the owner of the project ? To be clear, i created a task list now i can't delete it. Thanks
Taking Comment Timestamp and adding to a custom date field
We are using Zoho Projects, including the comments field extensively, and I have had a request from one of our PMs as follows: They would like to be able to sort projects in their project list view, by 'latest comment'. i.e. they would like to see the
Power of Automation:: Automatically associate the Timesheet layout upon Project custom field update.
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 On a specific custom field update done in the Projects module, the user wanted
Referencing task in comments with # stop working
Hello, from couple days linking tasks in comments with # and task ID stop working. Before issue appear #AA-T123 was replaced with link to task. Now it is just a text. Issue we are observing is not project specific.
Building extensions #6: Custom user interfaces with Widgets
Welcome to our post on Widgets for Zoho Projects! In our last post, we explored the significance of the connections feature, showed how to use it, and provided an example use case. In this article, we'll look at the importance of widgets, another feature
Projects viewable by all users ?
Our company doesn't have projects that need to be hidden from users, however unless we assign those users to a project they can not see it. Example The finance people need to see how far the project is progressing, the customer support need to see what
How to find Zoho Project client ID using client name of CRM client ID using API or Deluge
I have the client name but I'm not sure how to get the client ID in Zoho Projects using the client name or the CRM ID. This can be done via API or deluge
Cannot get the Delete client from project API to work
I'm using postman but getting "input parameter missing". What am I doing wrong?
Can bugs be changed to tasks?
Sometimes bugs posted will be Change Request (CR). Is there way to convert the posted bugs into Task in the Task list? If not, this is the useful feature, please provide at the earliest. Thanks, Anand
Filter in progress tasks where starting date is after {today}
Hello, is it possible to create a custom view which filters all in progress tasks assign to an user where starting date is after {today}? Thank you
Zoho Projects as part of Zoho CRM Plus - function to create new project when Deal status changes
Hi there, This is my first post on this forum so bear with me :-). I have created a Function to create a new project in Zoho Projects that I will associate to workflow automation to trigger this function when a deal stage changes. Being new to Deluge
Is it possible to share a calendar only with Project's milestones?
Hello. I want to see a calendar that includes only Zoho Project's milestones, not tasks. I know I can filter that within Projects, in fact I already have that. But I would like to have that kind of filtered calendar externally. My users have Zoho Calendar
Can you customize additional task information
Hello. In Projects, each task has a field section that can be customized, and then a horizontal tab strip for additional task details. My question: can this tab list be customized? For example, I don't use the forum module in any project; however, the
Changing duration of task when adding more resource
Hi, We have a list of tasks within a Project that we want to put an estimate against relating to how long it should take to complete. We don't do this at a very granular level so the smallest amount of time we need to track is normally half a day. This
How do I turn off the time
I want all our timesheet entries to be manually entered and remove the Timer option altogether. When I go to toggle it off, it give me a warning that "Tasks and Issues have running timers. Click here to see them... " etc. However, when I click on that
Zoho Projects API - wrong scope error with retrieving client associated projects
I'm trying to load client associated projects via REST API, but I'm getting "Invalid OAuth scope" error when running GET call: /restapi/portal/[PORTALID]/clients/[CLIENT USER ID]/projects Documentation: https://www.zoho.com/projects/help/rest-api/users-api.html#alink16
Power of Automation :: Automatic email to task owners when the Project status is completed
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 and
Work agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classic
Project Templates Possible?
Used to be easy to turn projects into templates when I checked this out a couple of years ago. The new interface is nice, but I can't see how to make templates anymore. When I set up a project it asks if I want to use a template, so I made a project I'd
Task 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 Project
Default start date on tasks
Often when I'm creating a task I want to add only the end date and I find it annoying that the start date doesn't automatically default to today's date. Most of my tasks are being assigned today, so they should just start by default on today and not require that I have to fill in that field every time. Anyway, I would love this update.
Project Statuses
Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them
Don't preset the Milestone owner in the template
We use milestones within our schedules on zoho projects as Key MUST DO tasks and they are always for someone different. The templates only allow you to set this for someone specific meaning that the project owner always has to go through and change these when setting a new project up. This is quite a time killer and I suggest that the Milestone owner is set as part of the set up when the owner is selected from the list.
Power of Automation :: Automatically associate the team upon project creation.
A Custom function is a user-written set of code to achieve a specific requirement. We should create a connection with required scopes. Then, set up work flow rules criteria and associate a custom function to that workflow rule. Requirement: One of our
Issue Adding New Task List Via API
One of the required parameters for a new task list is Milestone ID. I can easily look up any existing milestone and pass its ID through the add task list method. However, I want to create new task lists under the "None" milestone (default value when creating a new task list manually), but I cannot find a way to retrieve the associated Milestone ID for "None". This can be found indirectly if you already have a task list with "None" as the related milestone, then return a list of task lists for
Cant create task using API call
Im unable to create a task. It appears that the API needs TaskListId, but Im not sure where this comes from. Is it something I need to generate separately? <form method="post" action="https://projects.zoho.com/portal/lolsocialmedia/api/private/xml/task/add?apikey=xxxx&ticket=xxxx"> Project Id<input type="text" name="projId" value="f59d9d345b0d54b3ddf10843d0bb5939583c566f3625e7d9"> Owner<input type="text" name="personresponsible" value="0c9f4bc02ccca5ba">(loginid/userid) TaskListId<input type="text"
Expense Report access in Zoho Projects by approver
Hi, As approver I am trying without sucess to view a submitted expense report in Zoho Projects before my approval. How can I view a report submitted in Zoho Projects before my approval? I would like to manage all process using only Zoho Projects. Best
Announcing ZUG India Meet-ups - Interact with Zoho Projects & Sprints Experts in your city!
Dear Users, We are happy to announce another round of Zoho Community User Meet-Ups in India. The initiative aims to bring together product users and experts to provide a platform where we can exchange ideas and share best practices. Our product teams
How to send an Email by using custom fuction??
Hello I tried custom function which is given under developers space i written a code of sending mail code is working but not receiving any mails, please help me out
Assign Client User to Template
Acording to the information I found here: https://help.zoho.com/portal/en/community/topic/is-it-possible-to-assign-client-user-to-external-task-on-projects-templates It should be possible to add Client users to the template. Sadly on the settings window
Adding task to multiple project
Hi We are an accounting firm and every year we need to create task to all of our project to add the same task by search criteria . I can not find a way to taks to multiple projet thanks CD
Requirements Gathering
Has anyone got any smart advice for requirements gathering in Projects? I can use task layouts to make sure I gather the correct information but specifically, has anyone got advice for baselining and change management?
Next Page