Project Tracking

Project Tracking

We would like to use Zoho Creator to help us track a project. I'll provide you with the details of the project. The good news, we do have a working solution up and running, it is just manual and a lot of room for error. 

 I have looked at Zoho Creator and it looks like it may be a good fit. I am very technical and would like to either assist with the project or at least have some training on Zoho Creator. Thank you for your time. 

Scanning Project We have 1000 boxes of paper that needs to be scanned. Each box has a unique number identifier for tracking. There is a set number of tasks that need to be completed, for each box, in a certain order. Based on the completion of a task, the next task is scheduled to begin. We use a series of online reports for our contractors to know what is in the "queue" that needs completed. Our contractor use an online checkout form to check out a box and a task so we do not have duplicate tasks completed for the same box. 
 We are currently using excel to track the project and Wufoo Online Forms to collect the data. From Wufoo, we export the data as a csv to excel. In excel, we use two main worksheets for the project and a few other worksheets to maintain consistency with the drop downs. We use a vlookup to pull fields between the sheets. We use a "Stats" worksheet to track details about the box and known variables at the start of the project.
 The most import part of the "Stats" worksheet is to track which boxes have been delivered and the delivery date. We use a "Compensation" worksheet to track the tasks completed by the contractors. Contractor use an online form to submit their task completion. Stats Known Variables about the Box Box # Client Project Location Additional Tracking on Stats: populated as tasks are completed Status - i.e. Delivered Delivered Date Destruction Date Number of Records Number of Pages Compensation Our contractors our paid by production ever other Friday. Each task has a set rate based on client, project, task and location. The rate can be a flat rate per task or a rate based on a variable, for example the number of records or pages in the box. The contractors get paid for completed tasks, except for a task for Review / Rescans or QA - Reviews. But we still need to track how many Review / Rescans that a contractor receives to see if they are doing a good job. The records and pages are not collected until the final QA. For example; a task is completed for Prep / Scan. If there were not any mistakes, a QA - Final task is submitted . If there were mistakes, then a QA - Reviews task is submitted. During QA - Final, the records and pages are collected and both tasks can be paid on the next pay date. Contractors need access to a report listing each of their completed tasks and how much they paid. They also need access to a report listing each of their direct deposits to date. Workflow - Reports Upon completion of a task, the box # is added to a "To Do" report for the next task. Each task can be completed by multiple contractors on a first come first serve basis.

 Upon completion of each task, the box # goes on an report: Scan / Prep Task to a QA Report QA - Reviews to a Review / Rescans Report Review / Rescans to a Review / Rescans Completed Report QA - Final to a Delivery Processing Report Delivery to a Delivered Report Task List Prep / Scan Prep Only Scan Only QA - Reviews QA - Final Delivered Rates There are different rates based on the Client, Project, Task and Location. Hendrick-HIS-Prep / Scan-CO - is .0225 per page / .10 record Hendrick-HIS-Prep/Scan-WA - is .0250 per page / .10 record Hendrick-HIS-QA - Reviews - CO - is .005 per page / .03 record Hendrick-HIS-QA - Reviews - WA - is .005 per page / .03 record Etc. - I have an excel file with the rest of the rates Client / Projects Hendrick / HIS Kadlec / Maher Kadlec / Kalichman Kadlec / Dramis etc. Contractors Multiple contractors that change frequently. We need to collect information about each contractor. Contractor Name SS # Address (street, city, state) Phone DD collected and added Added to the online schedule Added to basecamp Task Completion Form - completed by contractors when they complete a task. The data needs to be collected via a web form. Date Task Completed Name of the Task Name of Contractor Name of Scan Person (if QA - Final task) Prep Time Indexing Time Scan Time Reporting Client Invoicing - tracking We invoice the client by box. We need to track completed boxes that have been delivered but not invoiced. Destruction - tracking 30 days after the delivery date, we notify the client that their box is ready for destruction. If they choose to "delay" the box destruction, they are charged a monthly rate until they notify us or give us a date for destruction.


Budget : $1000 | Duration : Two Weeks

To leave a private message, please click the link for private response in post Action section.


        • Recent Topics

        • Can't change form's original name in URL

          Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
        • Can't rename groups on Mac desktop app

          I'm working on an up-to-date Mac with a freshly downloaded Notebook app. I'm trying to rename a group within a notebook. Here I have, left to right, a note, a group, and a note. I select the group. On the top left, I select Action. On the dropdown, "Rename"
        • Strange behavior in CRM Number Field – Characters allowed but not "e"?

          Hi everyone, Has anyone faced this strange issue in Zoho CRM? In a Number field, it is possible to type some characters, but the character "e" cannot be entered. This was really surprising to me. Normally, a number field should restrict all characters
        • Best Way to Manage Approvals Within Blueprint Stages?

          Hi, I am working on a requirement involving Blueprint and approval logic in Zoho CRM and would appreciate some guidance. I understand that approval processes do not trigger when a record is currently within a blueprint, which makes it challenging to implement
        • Marketing Tip #25: Grow your social presence with a simple posting routine

          Consistency is one of the biggest growth drivers on social media. Regular content keeps your store visible and helps customers remember you. Even 3–4 posts a week can build momentum over time. The easiest way to stay consistent is to stop trying to create
        • How to update "Lead Status" to more than 100 records

          Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
        • Bring your own credentials (BYOC) for connections in Zoho Creator

          Hello everyone, We're excited to announce an important step forward in how integrations and authentications work in Zoho Creator. Zoho Creator is a versatile platform for integrations, enabling you to connect with thousands of third-party services using
        • Composite items inside of composite items; bill of materials needed

          Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights
        • Automation Series: Sync Task Status with Zoho Desk Tickets

          In Zoho Projects, you can automatically close and reopen an associated Zoho Desk ticket when the status of a task is changed. This syncs the current state of the task with the support ticket without manual updates. For instance, a support team handling
        • Auto-Generate Line Numbers in Item Table Using HTML & CSS Counters (Zoho Books & Zoho Inventory Custom Templates)

          <div> <style> /* Start counter from 0 inside tbody */ tbody#lineitem { counter-reset: rowNumber; } /* Increment counter for each row */ tbody#lineitem tr { counter-increment: rowNumber; } /* Show counter value in first column */ tbody#lineitem tr td:first-child::before
        • Does zoho inventory need Enterprise or Premium subsrciption to make Widgets.

          We have Zoho One Enterprise and yet we can't create widgets on inventory.
        • Zoho CAMPAIGNS working hours

          Hi I use Campaigns Automation workflows to automate follow-ups to my Leads. I discovered this weekend that emails are being sent out on Sundays. How do I limit my Campaigns outgoing emails to business working hours? This is very important! Thanks, D
        • Depositing funds to account

          Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then
        • Create Receipt of a Donation (not a sale)

          We are a non-profit organization that receives general donations. How do I create a receipt of payment for the donor and categorize the payment as a Gift? I tried the method of creating an invoice; however that automatically created a "Sales" transaction
        • Function #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books

          For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go to
        • New Custom View -Sorting the Custom fields

          While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by  " may also be included in  Define new criteria module  which will be more beneficial to
        • Grouping Undeposited Funds to Move to other accounts

          In the bank option it would be nice to check what transactions in undeposited funds I want to move to other accounts. Then while checking this it can accumulate totals and created whats essentially a deposit slip. Once the transaction is moved it should
        • Sync your CRM Tasks with Zoho Projects

          Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the portal,
        • Zoho CRM strips whitespace in text fields

          When editing field text with multiple spaces: CRM - both UI and API trim / compress the whitespace to a single space when saving: Is this known / expected / documented behaviour?
        • Custom Button makes scroll bar go down in report

          I have a report with a Custom button called Completed. A colleague mentionned to me that when he pressed this custom button it scrolled down the page which is annoying since he want to stay at the same space on the repoort. There is no reload linked to
        • Quickbooks Integrations Stopped Working

          All of our Quickbooks integrations have stopped working. I am checking in to see if: a) this is a known issue b) if anyone else is having this issue. As usual, Zoho support is unavailable.
        • WeTravel + Zoho CRM Integration - Has Anyone Built a Connector or Extension?

          Hi all, I'm exploring options for integrating Zoho CRM with WeTravel (booking & payment platform for tour operators). Zapier seems to be the common method but seems limited. I'm wondering if anyone in the community has developed a more comprehensive solution,
        • Option in pipeline deal to select which hotel or branch or store if client has more than one local store

          Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, and
        • Undo article like/dislike

          It seems to be not possible to undo your like/dislike for an article. Would be great if you can. Kind regards, Helen
        • Nested notebooks

          Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.
        • Tax in Quote

          Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from
        • Dynamically Fetching Lookup Field Display Value

          I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the
        • Stop Scrolling, Start Asking: Meet Zia for Your Files

          Hey everyone 👋 The era of 'scrolling and searching' is officially over. Whether it's a dense legal contract or a long meeting recording, searching for specific details is a massive time-sink. We think you should be able to interact with your files, not
        • How do I open MSG files in Microsoft Word?

          If you want to open MSG files in Microsoft Word is not natively supported, as MSG is an email file format created by Microsoft Outlook. However, there are professional approaches to access MSG content in Word. First, open the MSG file in Outlook and copy
        • Unable to charge GST on shipping/packing & Forwarding charges in INDIA

          Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.
        • How to add packing & forwarding charge in purchase order & quotation???

          Hello Zoho Team I have just started using Zoho for my company and I wanted to make purchase order. My supplier charges fix 2% as packing & forwarding on Total amount of material and then they charge me tax. For example, Material 1 = 100 Rs Material 2
        • How to create a boxplot chart in Zoho Analytics?

          Hi, I'm looking forward to making a boxplot in Zoho Analytics, either with all my data or with a time segmentation. No documentation or YouTube video explaining that was found. I guess this is a feature gap. How feasible would it be to add this to Analytics?
        • What are the create bill API line item requiered fields

          While the following documentation says that the line items array is requiered it doesn't say what if any files are requiered in the array. Does anyone know? API documentation: https://www.zoho.com/inventory/api/v1/bills/#create-a-bill I'm trying to add
        • Budget function?

          Has there been any progress on the development of a budget function in Zoho Books / Invoice? It's impossible to grow/run a business without some kind of budgeting. If I've missed something, apologies, but there seems little point in using Zoho Books without a budgeting function. Otherwise, I'm very impressed with the Zoho apps and the support. Keep up the great work.
        • Where is the settings option in zoho writer?

          hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
        • Using IMAP configuration for shared email inboxes

          Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
        • When Does WorkDrive integrate with Books?

          When Does WorkDrive integrate with Books?
        • Warranty Service and Repair in Zoho FSM

          Hi There, We are a retail store that sells products and also performs installations and repairs. Our field technicians handle this work. Some repairs are covered by manufacturers, who reimburse us for both parts and labour. In these cases, we perform
        • Actual vs Minimum

          Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the
        • Generate leads from instagram

          hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
        • Next Page