Zoho Projects Severity Update via API
Hey team, Is there any API call I can make via postman to update the severity of a bug/ticket in my Zoho projects ? For eg, I want to update the severity of my bug/ticket from "based on Due date" to "Minor" from an API call
Can't Add A Comment To Project Using Deluge Function
Hi, I'm trying to add a comment to a project using a function in CRM but I can't find any examples of how to do that. I set up a Flow to add a comment to a project triggered on a field in the CRM but I would like to do it in conjunction with a function
Unable to remove task layout
Hello, We had a task layout setup in Zoho Projects for testing, but when I wanted to it from projects, I kept getting the error that the layout cannot be deleted not because there is a Project associated with the layout. See the error screenshot below.
Change work hours per day for employees
Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.
How to delete my archived projects?
I have over 1200 projects that are archived. How to delete them all. I can only delete one by one project. I want to synchronize my project to books but i believe that my books will be populated with my archived client project. thanks
How do I add a project template to a pre-existing project?
Help....How do I add a project template to a pre-existing project? Right now I have to delete the old project, make a new one and add the project template at the time of creating the new project.
How to set field permission for time logs
Hello, I just have created a new field within the time log window, but I can't find the way to set field permission for this field. See screen capture. Thank you.
Make mention empty
I want to replace mentions in comments with an empty string.I am using regular expressions to specify the mentioned users, but the mentions are not being replaced properly in the CRM and Projects features,even though I am using the same code. Regular
Zoho User Group In-person Meetup in Sydney - Hybrid Project Management
Dear Users, We are happy to announce the Zoho User Group Meet-Up in Sydney. 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 will help users understand
Updating task using excel file
Hi, Is there a way to update existing tasks using excel file import? Thanks
Zoho Projects Client Portal Login
How can I customize the login page for a client portal? I have the client portal for zoho projects set up as a subdomain on my website. As of now, when a clients see the zoho projects sign in page. Nothing about the login page lets the clients know they
Close task on Completion Date entry
This discussion is similar to my issue: "backdated-task-completion-date" discussion Scenario: A bunch of tasks have been completed. But, they have not been closed. Time goes by You finally get around to closing those tasks Projects assigns the date the
Private Project
Hi, I would like to know if a user can create a Private project that only he's able to see it. Not even the ADMIN user. Thanks
Track inventory use for project without billing
Now using the trial version of zoho book and inventory. Watch a lot of video and read the FAQ. Is ther a way to transfert or track inventory use for a projet or customer. Let say monday, I use 10x Item A Thurday, I use 10x Item B Friday, I use 10x Item
Have you tried 2-way sync with Unito for Zoho Projects?
Hey Zoho community! 👋 I'm curious to know: Have you tried Unito for Zoho Projects to connect tasks with other tools in your stack? What were your experiences like? Did it streamline your processes? It's designed to be a no-code solution so anyone can
I cannot create groups in Projects
Please help ASAP. How do I add groups to projects as this shows: https://help.zoho.com/portal/en/kb/projects/projects/project-operations/articles/project-groups#Create_a_project_group If it is a specific level of authority in Zoho One, what status is
Newbie Question re moving a task to a different Milestone
Hi Team, I created a task, but I want to move it to a different milestone. I cannot seem to work out how to do that. Thanks Steve
Zoho Projects API - Searching Projects by Custom Field
Hi How can I search all projects by a custom field? I can confirm that using the search_term parameter as documented here does not work for me: https://www.zoho.com/projects/help/rest-api/search-api.html#alink3 My search term is "22424", which corresponds
Projects offline access update
Chaps, Can you provide an update on plans to provide offline access for Projects? The latest request I found for this appears to go back to June 2009. Thanks.
Is it possible to export only the latest comment from a task?
Hi team, I was working in zoho projects but during export I want to only export the latest comment from the task is it possible?
Power of Automation :: Auto-calculate the duration of the Project.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. One of our
Moving projects between accounts
Hi, We have found that two of us are using Zoho Project free subscription, we are really satisfied with the application and that is the reason why we are thinking in purchasing a full subscription. Q: We want to know if is it possible to migrate one of the projects to the other account and have the two of them under a single account. Thanks.
Task name field permission
Hi! I suggest adding field level permissions for the task name. Our use case is that users should not change the task name (even if it is the owner), as it is set in the template and should be immutable. Thanks!
Zoho Bigin + Zoho Projects integration
Has anyone successfully integrated Zoho Bigin + Zoho Projects to any level? We know we cannot see Zoho Projects in Bigin, but once a Deal is moved to the Stage "Closed Won", we'd like to send the information to Zoho Projects, so we can start working on
Gantt Chart Colors
Hi, my team really would like to stick with Zoho Projects but one of the simplest yet more annoying functions that should be able to be selected by a project team or individual are the gantt chart colors (legend). Right now, the colors are blue shades for tasks and orange shades for subtasks. My team leads really want to have these changed to their specifications since it's hard to determine things at a glance. When can this feature be available?
Invalid Ticket issue in Project API
I am getting error of invalid ticket for all token. URL https://projectsapi.zoho.com/restapi/portal/evincetest/projects/?authtoken=1000.152c87e89e86900a6bbc346e7c8b2de8.b44b90746c3483898cfee6076e449eb7 "error": { "code": 6890, "message": "Invalid Ticket" }
Zoho Tables Integration
I'd love to see Tables as a tab in Projects. I know people have asked to add Tables as a web tab. And, maybe that will work. But, I'd like the link to be specific to one (project) Base, not to Tables in general. So, that would be a lot of Web Tabs to
Planning non-staff costs
What is the intended method for planning non-staff costs such as travel disbursements etc.? I can link zoho projects to zoho expenses, but that only tracks expenses once they've occured. We have projects with significant travel costs that I need to plan
Reorder Subtasks within a Task List Template
Love having Task List Templates! They are a great way for us to embed our Standard Operating Procedures within Projects. Use Case: We try to make the order of our tasks and subtasks represent the order in which tasks should be done. I have a situation where we need to add a subtask to an existing Task List. When I do, the subtask is added to the end of the list of subtasks. However, I need to reorder my subtasks so that it's higher in the list instead of at the bottom. I do not see a way of doing
Where is the desktop app for Zoho Projects???
As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
Is it possible to set a Project's layout through the API?
Hey all, I've looked at the documentation regarding the question at: www.zoho.com/projects/help/rest-api/projects-api.html All I can find are ways to read the layouts for the projects through the API, but I need to set the default one to something other
View all Tags
I swear there was a way to view all tags being used in every project rather than clicking on the dashboard of a certain project to view what tags are being used. The wiki (https://help.zoho.com/portal/en/kb/projects/settings-in-zoho-projects/portal-configuration/articles/tags-projects)
How do I move a task to a different task list automatically by setting a rule?
I've a Task list A1 which has a set of Tasks, When i'm moving these tasks to let say the column (Dev Complete - Which is an 'open' task) i want them move automatically to Task list A2 column (Staging Open).
Power of Automation :: Automatic creation of the team in a project based on the selected project group.
Hello Everyone, A custom function is a software code that can be used to automate a process and this allow you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
About the project webhook
When the latest comment is added to the comment field of a task, it is posted by the webhook and handled by the CRM function function so that cliq is notified to the user. However, if the number of characters in the comment is 361, it will not be notified,
Remove Due Date Time
I'm trying to remove the time on the due dates. Is this possible? We don't need it to be an exact time. We have people getting labeled "late" for marking something complete at 8 pm instead of 5 pm. We don't care about time. Just needs to be done that
Silent Mode?
It would be nice to have a "silent mode" for project managers that would mute notifications to users when initially setting up a project or making many changes all at once. Is this possible?
Task view that allows me to edit the project details
Out team like to be able to create a Task View that also allows them to edit the Project Level Details. In the interest of minimizing clicks, it would be great to be able to see a task view (filterable by the task status) that would also display and allow
Power of Automation - Automatically activate the Roll up functionality whenever a project is created
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically activate the Roll up functionality whenever a project is created Here is the code for
Set Reoccuring Tasks in a Project Template
Hi There I have two questions that relate to making tasks re-occuring. 1. Is it possible to set tasks as re-occurring in a project template? 2. Is it possible to check box more then one task at a time to make them re-occuring on a project? We have several customers with the same packages that we use a template for when setting up their project - to be able to have all the tasks already set to re-occur would be a time saver. It takes quite a long time to go into each task to make it re-occuring
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