Zoho Projects - Custom Objects

Zoho Projects - Custom Objects

Hello, is there the ability now, or in the near future, to add custom objects to Zoho Projects? 

The requirement here would be to have the ability to track change requests to a project's budget. The idea here is to have the ability to create a custom Object that holds multiple fields (such as Name, Date, Budget, Owner, Project, and some additional string and boolean fields) that can be added to the Projects as a linked list so you will be able to see all the various CRs that have been added to the Project. Then going further, the ability to sum up all the objects in this linked list to then be displayed as a field on the Project. Once a field on the Project, it could be used in the dashboard, reports, etc.

Please let me know

    • Sticky Posts

    • Four types of task dependencies

      "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise

    • Tip: How to print the Gantt View

      Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones

    • Task and Project numbering

      Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks

    • Task Inline Editing Enhancement

      Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.

    • Blueprint in Zoho Projects

      Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define.    How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the

      • Recent Topics

      • encountering an error when attempting to associate an email with a Deal using the Zoho CRM extension in Zoho Mail.

        When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.

      • I'm getting this error when I try to link an email to a deal inside the Zohomail Zoho CRM extension.

        When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.

      • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

        Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model

      • Autofill address using smart fields mapped over the pdf document

        Hi, I'm using mail merge to map smart fields onto PDF documents I plan to distribute for signing. I already have a Zoho Sign subscription. When mapping smart fields from the Employee form, I only see the permanent and current addresses which include the

      • Live Chat for user

        Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,

      • How do I cap employee leave accrual

        HI there, How do I cap an employee's leave accrual? The policy is that you accrue 15 days leave annually (1.25 days a month) and once you reach 15 days, you wont accrue more until you take leave. Thank you!

      • abou arattai

        I want to use the Arattai app for business purposes, so please convert my account to a business account.I have my own invoice app, and I want to link it with the Arattai app for direct messaging.

      • Zoho Creator Application - New User Not able to access the application

        In Zoho Creator, The newly added user not able to access the " Added Application" - User has received the Invitation Email, but while clicking "confirm Account" in the invitation Email, the following error message has appeared. "Sorry! you cannot accept

      • Open sub form from a button as a popup form

        Is there a way within a form to use similar code as below to show a button in the form when clicked opens the subform for data to be added to the record being viewed in the form OpenUrl("#Form:<Customer_Delivery_Address>?<Delivery_Address>=" + input.ID,"popup

      • Ability to Edit Ticket Subject when Splitting a Ticket

        Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification

      • Timeline Tracking Support for records updates via module import and bulk write api

        Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

      • Weekly Sales Summary

        Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated

      • Dont have backup option in setting

        Hi guys. I started using zoho book a week ago. I bought premium package yet I don't have backup option in setting. I hope anyone can help me find a solution. Thanks in advance

      • Making Tags Mandatory

        When creating an expense, is it possible to make the Tags field mandatory?  I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! Kevin

      • Is there a plan to integrate zoho voice with zoho books?

        Hello, Is there a plan to integrate zoho voice with zoho books? Right now we are using the Twilio SMS integration into zoho books, but have recently decided to switch to zoho voice for calls and sms. Is there a plan to integrate zoho voice natively into

      • Need a Universal Search Option in Zohobooks

        Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks

      • Pass variables to Zoho Desk via URL to create a fast new ticket landing page

        We are integrating our phone system into Zoho Desk. Currently when a helpdesk agent answers the phone, a soft client opens a new tab with zoho desk at the new case page. https://desk.zoho.com/support/companyname/ShowHomePage.do#Cases/new We would like

      • Zoho Books Extension: What Happens If Custom Fields Already Exist?

        When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,

      • Ability to add VAT to Retainer Invoices

        Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

      • Modular Permission Levels

        We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

      • ¡Vuelven los Workshops Certificados de Zoho a España!

        ¡Hola usuarios de Español Zoho Community! Hace ya unos días que hemos dado la bienvenida al 2026, y promete ser un año de lo más emocionante. Y es que nos gustaría haceros nuestro particular regalo de Reyes, aunque lleguemos un poco tarde. 🎁 ¡Nos gustaría

      • Free Webinar on 21 January: Looking back at Zoho Mail in 2025

        Hello Zoho Community! Curious about how Zoho Mail evolved in 2025? Wondering how these updates can make your everyday email work simpler? We’ve got a session you won’t want to miss. In our Zoho Mail 2025 recap webinar, we’ll walk you through the key features

      • Delay in rendering Zoho Recruit - Careers in the ZappyWorks

        I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'm

      • Cliq Networks users can see all other network users contact information

        Is there a way to hide user contact information from each user in networks? I would only like the users to see the admin's contact information, not other users. Network users information shared by default

      • Fix the speed

        It takes ages to load on every step even though my dataset is quite small.

      • Zoho Sheet - Printing - Page Breaks and Printing Customization

        I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks

      • Missing the "Find & Merge Duplicates" choice

        Hi, I am missing the "Find & Merge Duplicates" choice. I looked under the "More Actions" menu in Contacts, Accounts, Vendors, and Leads and it is not there. I have full permissions. Please assist me on finding this feature. Thanks!

      • OAuth integration issues

        I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

      • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

        Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

      • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

        Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

      • Marketing Tip #16: Ideal sizes and formats for adding images to your online store

        Images can make (or break) your storefront experience. When your banners and product photos follow the right sizes and aspect ratios, your store looks cleaner, loads faster, and feels more trustworthy—especially on mobile. Here are recommended image sizes

      • Improve WhatsApp Module in Zoho CRM

        The current WhatsApp module UI in Zoho CRM feels cluttered and complex, especially when handling high volumes of conversations. It would be great to enhance the WhatsApp module UI/UX by adopting a clean and simplified interface similar to Bigin CRM’s

      • Blueprint transitions on locked records

        We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

      • Enhance productivity with the revamped Zoho Sheet View

        Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet

      • No OR Filter for Views with a Related Modules Criteria

        We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

      • Notes badge as a quick action in the list view

        Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

      • Good news! Calendar in Zoho CRM gets a face lift

        Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

      • How to apply customized Zoho Crm Home Page to all users?

        I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has

      • Limit maximum entries for subform - depending on fields entry

        Hi Zoho! I have a form with a subform in it. I'd like to have limitation for the row number depending on an entry in a drop-down field in the main form (If the field in the main form is marked "Answer1" - Limit the entries to 1 row, if the field is "Answer2" to have 2 rows limitation, "Answer3" = no limitation at all) Can this be done? Thanks Ravid

      • Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)

        Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use Case

      • Next Page