Archived Projects
I am a Manager on our Portal and I am trying to recover a Project I have just Archived. I am the owner of the Project as well. How do I get to this?
How to run an automation check to determined the stagnant user in Project
Hi, Is there a way for user to write a custom function to disable user (internal / external) that have been stagnant for certain days ? for eg: total account have 100 license for user there is a need of automation to determined the stagnant user for 60
How to Make Zoho Projects archive completed projects or adding start date of each task automatically
Hello Everyone I have two questions and they are very important. 1- I completed projects and still able to see them in viewing mode, How can I make zoho archive them or aleast move them to completed project (unactive). 2- I want to make zoho add the start
Add "Client"/"Client Users" as a drop down field before the project in on the weekly time entry window
Consider adding a "Client" column to filter projects. We have over 13k projects and it would help to filter them if there was a "Client User" drop down column first that would be based on primary clients in Zoho Projects.
Power of Automation::Automate the process of re-opening the Milestone once Task is re-opened.
Hello Everyone, Here we are again with another requirement that was fulfilled utilizing the Task custom functions. In general, a custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when
upload a file in a bug or issues in using zoho projects
Hi Team, Can you tell me how to upload a file or attachment in issues using zoho rest api from postman
How to update custom fields in project details for Zoho Projects through deluge
Hi, I found this resource Project Manager System | Projects API :Zoho Projects but I can't figure out how to update my dashboard details. I have a custom field called "Actual Invoiced" that I would like to update with a custom value through a workflow
@Mentions through API
Good Morning, I'm looking into the Zoho Projects API, and noticed you can create comments for a given task. We're given two fields, the content and uploaddoc. If I wanted to @mention someone via this method, how would I go about doing so? Since it's auto
Add Monthly option to Zoho Projects time entry (currently there is only weekly)
Currently there is only an option for Weekly Time Log. It would be helpful to choose "Month" or "bi-weekly"
Zoho Projects API Functional Example in C#
I'm trying to use the manuals, but i have the error below: { "error": { "code": 6891, "message": "Given URL is wrong" } } Url: https://projectsapi.zoho.com/restapi/portals Header: "Authorization": "bearer token" Can someone help
Assign tasks under different task lists from the same project to an new owner
Hi, I would like to ask if there is a better way to assign all tasks, that are under different task lists ( under same project), to a new owner? Currently I have to expand each task list (and click on expand more if list is too long) then check twice
File sharing broken?
Did file sharing options change recently? The options dialog doesn't match the help documentation. I try using both "Members with Access permission in WorkDrive" and "Members of TCA team in WorkDrive" with edit privileges and the result is view only when
Work orders or similar
We currently use tasks as work orders. It works but its not ideal. Can we make this better? We create a task for a specific date and assign it to our techs. They get to the job site and start a timer. When they leave, they stop the timer, add a description,
Notification setting per project?
We have a lot of projects and would like to change the notification settings per project, so that we can e.g. turn off notifications for one project but have them on for another one. Is that possible? and if so, how do I set that correctly?
Is it possible to assign a user to a project via the API?
I didn't see an option in the Project API, but there is something in the Books API. Any suggestions?
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
Project ownership and assignment question
On our project management process, we have the following requirement. Project has a project owner. This is currently used for admin purposes. Project is assign to a team. Currently we dont use team, because we dont want all users of a team to see all
Zoho Project With Teams
Hello, I can't integrate my project into Teams. My space is on a".eu" domain. I can fill in information when I select "domain.com" but I can't click on "Proceed" by selecting a domain in.eu Have you ever had this case before? Thank you.
Zoho Projects app update - iOS
Hello, Everyone! In the most recent iOS iteration of the Zoho Projects mobile app(v3.7), we have extended support for the below mentioned functionalities: Custom fields in the Timesheet module. Revamped Timesheet details view. Timeline view for timers/
Auto-Close Task List with Multiple Task Statuses
Hello, We currently use a project template to create projects for each upcoming install we have, however not all sites require every task listed in the template. Instead of archiving or deleting the task per project, we have team members mark task status
Provide an option to restrict time logs based on a specific date.
We have a specific date in which time can not be entered prior to (this date changes each month). This is common for CPA firms. For example. Users are not allowed to enter any time prior to July 15 (this changes each month). In Zoho Projects there is
Client can edit tasks
I made myself a client with a different email and I can edit tasks under an external milestone. It looks as though I can edit unassigned tasks but I cannot edit assigned tasks to other people. Also I can add tasks and subtasks. Is this normal? I do not want the client to be able to edit any task they did not create. Please advise. I also have submitted this problem via email but have not heard back.
Power of Automation - Automatic creation of timesheets when a task is added
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 add a timesheet entry whenever a task is created. We have successfully accomplished
Searching in Projects is limited with the exact keyword
The general search in Projects is limited only with the exact keyword. ex. Task Name = 'AEXY222663030' If I search with '222663030' no results are found, and only when searching with the exact keyword I get the task. Is this a setting or can it be improved
How do I bulk archive my projects in ZOHO projects
Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil
ZOHO Projects Needs @Mentions
I am currently rolling ZOHO projects out for a team of 25 people. How can our team communicate with team members not tagged in tasks when questions come up? In our old oroject management tool, we could @mention other people on the team to bring them into questions, ideas, problems, etc. is there a way to do this? So far this feature seems to be missing in ZOHO projects and is one of the biggest concerns I have about making the switch. There are so many scenarios that play out in our office every
Create follow-up task i projects when another task, with a certain tag, is closed
Hi As the title describes, I'm trying to set up a flow, that creates a follow-up task, when another task, with a certain tag, is closed. I tried using both workflows in Projects and Zoho Flow, but I can't seem to figure out, how to set this up. It doesn't
Announcing ZUG MEA Meet-ups (Middle East and Africa)- Interact with Zoho Projects & Sprints Experts in your city!
Hello Everyone! We are thrilled to announce the Zoho Community User Meet-up initiative aimed at engaging with users in and around Middle East and Africa. In this meet-up, our team will help you understand hybrid project management using the Zoho Projects
I want to Make the due date of the project appears automatically
hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn't
Associating a client to a project
I am trying to associate a project to a client and i use to be able to click the dropdown and then select assocate project to client, but this option is no longer showing up. How do i accomplish this now?
Add Task General Error 6500
Hello, I'm trying to create a task following the guidelines on the API spec, but I can't get it to work. I tried several methidsbut I'm not getting significant enough infomation to figure out what's going on. I tried POSTing the required fields (with and without &flag=internal attached) to: https://projectsapi.zoho.com/restapi/portal/xxxxxxxx/projects/xxxxxxxxxxxxxxx/tasks/?authtoken=xxxxxxxxxxxxxxxxxxx Payload: { "person_responsible": xxxx, "tasklist_id": xxxxxxxxxxxxxxxxxxxx, "name":
Project Tasks not updating actuals when task is non billable
Has anyone noticed that if they have a task that is Non Billable and has some work hours associated with it that in the top right hand corner of the task details you get to see Planned, Actual, Difference and Forecast. If you log time against the task as non billable, then the Actual number NEVER updates. It stays at zero until billable time is booked. This is crazy. The task is a non-billable task and I want to see how we are tracking against this task regardless of billable or non-billable.
Status Feed & Documents
I thought when we started using Zoho Projects about 4 years ago that when we used to post an attachment to the Project Status Feed it used to save it in Documents. Did that never happen and I'm just misremembering? Or is that a change that came with the
Hourly Billing in Zoho CRM Deals, Books, and Projects?
We bill on an hourly basis and need that time added into a client's invoice in Books. A client might have multiple deals open with us that we are working on, and billing separately, and thus need separate invoices for each. The functionality of Projects
Número de semana no coincide
El día de hoy se observa el número de semana a un lado de la fecha de la hoja de horas. Sin embargo este número de semana no coincide con el número de semana del Calendario.
Is Zoho CRM and Books integrated with Zoho Prpjects? can we link everything togther ?
Is Zoho CRM and Books integrated with Zoho Projects? Can we link everything together in one unified place ?
Zoho Projects - Timer - Rounding Possible?
In Zoho Projects, when I turn on my timer using the timer clock feature, is there a setting to have the feature round the time to the nearest 15 minute increment after the timer has stopped?
Power of Automation::Automate the process of folder creation in Google Drive upon task creation in Zoho Projects
Hello Everyone, We received a specific requirement from one of our customers and decided to share it here so that others with similar needs can benefit from it. Requirement Sub folders should be created upon Task creation in Zoho Projects with task id
Allow Subtasks and Task Lists to have their own Layout
I'd like to have the ability for subtasks and task lists to have their own layout. A subtask for us doesn't require all the fields that a parent task has. The subtask seems cluttered with all the extra fields. Within a project Task List had different purposes. I'd like the task layout to be different for some task lists.
Embed form on my website to get tickets from my clients
Hello all, I want to create a form for my clients on my website, which they can fill and create tickets automatically in Zoho projects under one project say "Client support". Can it be done. I was using 'active colab' earlier and it had such service. see this http://www.bosshi.com/client-area/submit-a-ticket/ Thanks, Jo
Next Page