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.
    Note: 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

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

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.

Task Owners

User Picklist
Select a user from the list.

Picklist

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

    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









                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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 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 ...
                                                                                                              • Zoho SalesIQ Integration

                                                                                                                Overview If you are looking to ease the process of tracking your website visitors and engage better with them, use the Zoho Forms-Zoho SalesIQ integration. When a visitor fills out the form embedded on your website, the data collected through the ...
                                                                                                                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