Change 'default' project dashboard
Is it possible to change the default project dashboard for all projects? Both in layout and in what widgets are shown? We have a lot of (short-running) projects and I want to quickly see the tasks and milestones when I open a Project, but I don't want to change the layout for all my projects manually. Thanks, Menno
Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
TimeBro/Memtime Time Tracking Import Errors
Our staff use Memtime (formerly TimeBro) to track working time, and we have the Zoho Projects integration installed, so that the entries are mapped to Projects/Tasks/Issues automatically. Today, we've started getting the following error when attempting
Can you import projects into Zoho Projects yet?
I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects
Zoho Projects - Cloning a task does not trigger task workflow when created
Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new
Zoho Projects - Will there ever be a send email feature in Zoho Project?
Hi team, Are there plans to or will there ever be a sendemail feature in Zoho Projects, brining it in line with other similar platforms like Asana, ClickUp and Monday? I know that you can add comments via email to a specific task, but I believe this only
Keeping project teams in the know with Zoho Cliq
Project management is all about processes, data flow, and maintaining order. But communicating appropriate information at crucial times to stakeholders is as important as the moving parts of a project. Zoho Cliq can facilitate effective communication
Project status update visibility within a project
Currently the only place within Zoho projects to see status updates for a given project is actually not in the project it's self it's in the Collaboration section and then by searching for a given project and clicking on the status tab. It would be great
Automation Series: Auto-update Project End Date When a Task is Rescheduled
When a project is planned, tasks are scheduled within the projects timeline. Any delay in the predecessor tasks can delay dependent tasks, which can in turn impact the project timeline. Unless the project is manually rescheduled, the end date might not
Stop Zoho Projects From Automatically Adding Client Users
I have a custom function that creates a Zoho Project for every Quote attached to a Deal when it moves to Closed Won. Everything works fine, except for the fact that connecting a Zoho Project to the CRM automatically takes the Contact associated with the
Improve User Onboarding in Zoho Projects with Zoho DAP
Rolling out new processes or onboarding new users in the tool comes with a familiar challenge: the employees need guidance at the moment they are doing the work. Traditional training sessions and knowledge sharing often require users to leave the application.
Create Custom Module Using AI in Zoho Projects
Every team has its own way of managing work. While standard modules support common project management needs, many business processes require their own structure, fields, and terminology. With AI-powered Custom Modules in Zoho Projects, users can create
DYK 10: Restrict time logging for past or future time
Did you know you can define a time logging window for your team with Zoho Projects? In a project, users often log time at different points of the day depending on their scope of work. Those who switch between onsite tasks and their desk work might not
Possibility to modify a standard wedget to create my own customized wedget
Below is the std wedget available for dashboard which is great to show the the overdue, current, and all tasks as well as issues for each team member. My problem is this; The list of users cannot be edited (there are admin users which are not relavant
How to update task start date when project start date changes?
Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project
Charge to add client users to a ZOHO Project?
Is there a charge to add client users to access a zoho project portal? An additional license charge or any other additional costs? Thank You
Zoho Projects - Add Event Change as Trigger
I am currently trying to create an automation in Zoho Flow that sends a notification when an Event is updated in Zoho Projects. At present, Zoho Projects only provides a trigger for Event creation. There is no trigger available when an existing Event
Time Log Grid View: Refined for detailed time tracking
Tracking work hours across tasks, issues, and team members has always required jumping between views and piecing together context. The updated Time Log Grid View avoids that. It records your team's logged hours against tasks and issues in a unified, interactive
Improvement Suggestions On The New Timesheet Grid View
Hi Zoho! This morning I discovered the new Grid view for the Timesheet module. I'm always happy to see new features rolling out for Zoho Projects, but I think this view could use some improvement. My main concern is with the progress bars in the grid.
Project Management Bulletin: July, 2026
Welcome back to a new edition of project management bulletin craftily curated with all new updates from our suite of project management products--Zoho Projects, Zoho Sprints, Zoho Projects Plus, and Zoho BugTracker! Before we begin, we wanted to share
Introducing the Revamped Zoho Projects Chrome Extension
Zoho Projects Chrome Extension brings your project management capabilities directly to your browser. Users can access all their portals, create tasks, file issues, log time, and stay updated on project activities without navigating to the main application.
Zoho Projects: Q2 Updates 2026
Dear Users, During the first quarter, we launched our most advanced version of Zoho Projects, namely Zoho Projects Infinity. With support for Custom Modules, Custom Dashboards & Reports, along with built-in AI tools, we enabled users to create their own
Sub-projects
Hi, Can we create a sub-project. Client1 1. project1 1.1 sub-project1 1.2 sub-project2 2. project2 2.1 sub-project1 2.2 sub-project2
Accessible & Customizable User Governance in Zoho Projects!
As teams expand and collaborate with multiple external collaborators across projects, keeping control of user access to project data becomes a challenge. Mismanaged access can cause accidental or unauthorized edits, data leaks and lack of accountability.
Automation Series: Mandatory Time Logging Before Task Closure
In a project, when users work on multiple tasks simultaneously, they track time in different ways, either by starting a timer or by adding a time log. Sometimes users may forget to add time, which can lead to discrepancies in the timesheet. When timesheets
DYK 9: Dependent Layout Rules
Did you know that you can configure dependent fields in Task and Issue Layouts? In a project, tasks and issues vary in nature and so do the fields needed for each. Displaying relevant fields and values keeps the layout organised and ensures necessary
Add @Mention Notifications in Zoho Cliq for Zoho Project Mentions
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding "Projects Bot" Cliq bot notifications for @mentions inside Zoho Projects comments (Tasks and Issues). Current Behavior: At the moment, when someone
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
Modify a standard wedget to create my own customized wedget ?
Below is the std wedget available for dashboard which is great to show the the overdue, current, and all tasks as well as issues for each team member. My problem is this; The list of users cannot be edited (there are admin users which are not relavant
Bridging the gap between incident management and project delivery
As an organization, you can have structured backup plans to handle issues that arise during project execution. Despite best efforts, even efficient processes can fall into an escalation trap where a red flag travels up the tiers but no real action follows.
Integration between Zoho Creator & Zoho Projects?
Hie , Integration between Zoho Creator & Zoho Projects? Is that possible if yes then How??
Error when connecting zoho projects mcp to Claude
When trying to connect zoho projects mcp through cloude, I am redirected to zoho login page, and then after adding my registered email I receive this error: Error while Initiating OAuth Invalid server url. Kindly re-verify oauth url from metadata and
Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy
Any way to sync Projects task → Desk ticket (not just Desk → Projects)?
Hey, I'm familiar with the native integration that lets you add a Zoho Projects task from Zoho Desk. What about the opposite direction — is there any native integration for that? If not, is there a way via the API to create a ticket and link it to a Projects
DYK 8: Create Custom Field from List View
Did you know you can create custom fields from the List view in Zoho Projects? As a project manager, your day to day work ranges from task creation, assignment to phase completion checks and time log tracking. While reviewing records under each module,
Zoho Projects Android app update: Bulgarian, Croatian, Thai and Ukrainian language support
Hello everyone! You can now access the Zoho Projects app in four new languages: Bulgarian, Croatian, Thai, and Ukrainian. To change the language, please follow the steps mentioned below: Open the Zoho Projects app. Go on to the Settings module. Select
Closing off tasks automatically based on project status
Is there a way to close off all open tasks when a project is set as Cancelled?
Project Management Bulletin: May, 2026
Welcome back to our latest edition of Project Management Bulletin packed with our new releases, exciting new roadshows, and insider tips! But first, we have a question for you: Does your PM software adapt to your organization’s goals, or are you reshaping
Improved UX design for Projects CRM integration
The current integration embeds the entier projects inteface into the CRM this is confusing and allows users to get lost. For example as a user i navigate to an account and go down to the related projects list and want to get information about a specific
Automation Series: Schedule Function for repetitive tasks
Many organizations that run multiple projects need the same activities happening at regular intervals. Activities may range between monthly maintenance, calibration, upkeep, or compliance checks. In this article, we shall discuss how to automate the process
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