Zoho Projects Integration | Zoho Forms - User Guide

Zoho Projects Integration

If you are looking to automate the creation of tasks in your Zoho Projects account and save the time spent on the manual task creation, you can use the Zoho Forms - Zoho Projects integration. With this integration, a new task will be automatically created in your project with each form entry. Tasks can be assigned with due dates, task owners, priority, and more.

Integration Setup  

To integrate your form with Zoho Projects,

  1. Navigate to the Integrations tab and click Zoho Projects from the left menu.

  2. Click Integrate.

  3. Select the Portal Name and the Project Name.

  4. Select the Task List under which you want to add the Tasks in Zoho Projects.
    NotesNote: If you do not select a Task List, all the new tasks created with this integration will be added under Tasks > General in Zoho Projects.

  5. Map the Zoho Projects fields with the corresponding Zoho Forms fields.You can map certain Zoho Projects fields to manual inputs by selecting the Add Input Manually option.

  6. To map more fields, click + Add Fields.

  7. To push the form attachments to Zoho Projects, select Yes under Attachments and choose the required File Upload and Image Upload fields in your form. The files and images uploaded to the chosen fields will be pushed to the Documents section of a task.
  8. Click Integrate to save your settings.

    Zoho Projects Integration setup

Notes

Note: When a respondent's input does not match the Zoho Projects' input parameters, task creation will fail even on successful form submission. This can be checked under All Entries > Zoho Projects Status.

Supported Field Types

The following Zoho Forms fields can be mapped to the respective fields in Zoho Projects. 

S. No Zoho Projects Field Supported Zoho Forms Fields
1 Single Line Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions
2 Multi Line Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions
3 Email Email
4 Phone Phone
5 Pick List Dropdown, Radio
6 User Pick List -None-
(Manual input required)
7 Date Date
8 Date & Time -None-
9 Decimal Decimal, Number, Formula, Currency
10 Formula -None-
11 Number Number
12 URL Website
13 Task Name Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions
14 Task Owners -None-
(Manual input required. Only the users associated with a project can be selected.)
15 Duration Number, Rating, Slider
16 Start Date Date
17 End Date Date
18 Priority Dropdown, Radio
19 Percentage Decimal, Number, Formula, Currency
20 Checkbox Decision Box
21 Currency Decimal, Number, Formula, Currency
22 Recurrence -None-
23 Reminder -None-
24 Description Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions
25
Multi Select
 Multiple Choice, Checkbox

Add Input Manually while mapping fields

While mapping Zoho Projects fields with the corresponding Zoho Forms fields, you can choose to add inputs manually for the following Zoho Projects fields.

Task Name
You can either map Task Name to the corresponding Zoho Forms field or enter a Task name of your choice by selecting Add Input Manually optionYou can merge form responses with your input by clicking the   icon in the pop-up.

Task Name

Task Owners
Click Select users from the list. A list of all the users associated with your project will be displayed. You can select multiple users as Task Owners. Additionally, you can choose the Added User option to assign the respondent as the task owner during form submission dynamically.

Task Owners


User Picklist
Select a user from the list. You can also choose the Added User option to assign the respondent as the user dynamically.

Picklist

NoteThe Added User option, for dynamically assigning task owners/user picklist, is intended solely for private forms. In the case of public forms, the respective column in projects will remain unassigned.

Notes

Task Description
Click Add Description and enter the description in the pop-up. You can merge form responses with the description by clicking the  icon.

Task Description

Duration
You can either map Duration with a corresponding form field or enter an input of your choice by selecting Add Input Manually option. You can choose the duration to be either in hours or days. If you choose hours, you can provide an input in the HH: MM format as well.
Example: 12:30, where 12 denotes the number of hours and 30 denotes the number of minutes.

Duration

Date-based field
You can either map a Date-based field to a corresponding form field or pick a date from the calendar by selecting Add Input Manually option.

Date-based field


Set Alert on Integration Failure

Once your integration settings are saved, you can choose to receive an email alert if the integration fails.
To do so,

  1. Click Set Alert in the top-right corner.

  2. Configure the email alert template and click Save.

    Set Alert on Integration Failure

  3. To stop receiving email alerts on integration failure, click Remove Alert.

Notes

Note:

  • The option to set an email alert on integration failure is available only in our paid plans.

  • You can send email alerts to a maximum of 5 users within your organization.

  • An email alert will be triggered only on the first occurrence of integration failure every 24 hours.




      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms

                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                    Create. Review. Publish.

                                    Write, edit, collaborate on, and publish documents to different content management platforms.

                                    Get Started Now




                                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                          Manage your brands on social media


                                                            • Desk Community Learning Series


                                                            • Digest


                                                            • Functions


                                                            • Meetups


                                                            • Kbase


                                                            • Resources


                                                            • Glossary


                                                            • Desk Marketplace


                                                            • MVP Corner


                                                            • Word of the Day


                                                            • Ask the Experts


                                                              Zoho Sheet Resources

                                                               

                                                                  Zoho Forms Resources


                                                                    Secure your business
                                                                    communication with Zoho Mail


                                                                    Mail on the move with
                                                                    Zoho Mail mobile application

                                                                      Stay on top of your schedule
                                                                      at all times


                                                                      Carry your calendar with you
                                                                      Anytime, anywhere




                                                                            Zoho Sign Resources

                                                                              Sign, Paperless!

                                                                              Sign and send business documents on the go!

                                                                              Get Started Now




                                                                                      Zoho TeamInbox Resources





                                                                                                Zoho DataPrep Demo

                                                                                                Get a personalized demo or POC

                                                                                                REGISTER NOW


                                                                                                  Design. Discuss. Deliver.

                                                                                                  Create visually engaging stories with Zoho Show.

                                                                                                  Get Started Now









                                                                                                                      • Related Articles

                                                                                                                      • Zoho Campaigns Integration

                                                                                                                        Overview If you are looking to automate adding contacts to the mailing lists in your Zoho Campaigns account instead of adding them manually, use the Zoho Forms - Zoho Campaigns integration. With this integration, you can directly add form respondents ...
                                                                                                                      • Zoho Recruit Integration

                                                                                                                        Table of Contents Integration Setup Supported Field Types Trigger Actions in Zoho Recruit Set Alert on Integration Failure If you are using Zoho Recruit as the recruitment portal for your organization and looking to automate the collection and ...
                                                                                                                      • Zoho Creator Integration

                                                                                                                        Table of Contents Overview Integration Setup Supported Field Types Set Alert on Integration Failure Overview Zoho Creator is a low-code application development platform that allows you to build custom applications to automate business processes. With ...
                                                                                                                      • Zoho Desk Integration

                                                                                                                        Table of Contents Overview Integration Setup Supported Field Types Add Input Manually while mapping fields Set Alert on Integration Failure Overview When you receive multiple customer queries and support requests in your organization, creating ...
                                                                                                                      • Salesforce Integration

                                                                                                                        Table of Contents Overview Integration Setup Supported Field Types Add Input Manually while mapping fields Trigger Actions while pushing form entries Set Alert on Integration Failure Overview With the Zoho Forms and Salesforce integration, you can ...
                                                                                                                        Wherever you are is as good as
                                                                                                                        your workplace

                                                                                                                          Resources

                                                                                                                          Videos

                                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                          eBooks

                                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                          Webinars

                                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                          CRM Tips

                                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                                            Zoho Show Resources