Dark mode is now supported in the latest version of the Zoho Projects Android mobile app
Hello All, In the latest version of the Zoho Projects Android app (v3.5.1), we have brought in support for Dark mode and Task Custom Fields. Dark mode - You can switch the app to dark theme by going to the Projects app's Settings or from the menu page.
Default Columns for Projects
Hello, Is there a way that I can setup default columns for projects so that whenever any new project is created it will have the same column options turned on/off and save the order that they show up in? I don't see a way to do this when creating the
Client status/comment report
Hi Zoho team, I have been asked for a weekly report on task progress by my client and it must include pictures of work completed. Ideally I would like to export a PDF of the comments from my tasks in a specific date range. I can't seem to do this in Projects
Project : Allocated time while on holiday
Hello, I've set up zoho project and people. I added all the leaves of my team in zoho people. These are well displayed in resources allocation report in zoho project. However, zoho allocates task time to some employees that are on holiday. How can i configure
Webhooks
Hi I want to know if you have in roadmap webhooks to send notification to external applications like Hipchat or Slack. Thansk
Tip #7: Different types of Reports in Zoho Projects
This week, we shall see the different types of reports that are available in Zoho Projects and their usage. The reports that we have are... Gantt chart Resource utilisation chart Planned vs actual Task report Timesheet report Project summary report We have consolidated and given you easy tips as to how to land quickly on these reports and make the best use of them. Gantt chart : A gantt chart is a visual representation of the overall status of the project in terms of time and milestones. To view
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
I want to update a task in zoho project api
I want to update a task in zoho project api. I am passing custom item values but it is not updating properly. How do I pass the value to update? I am attaching a picture, the value of Body is dummy. My guess is that it is because of the way the Body value
Gantt and tasks not in chronological order
Why do the Gantt and tasks not show in chronological order by default? It is annoying to have to manually reorder everything, especially on a large project with hundreds of tasks. Surely the first activities should show first? The chronology Gantt view
Custom fields not working in Workflows
Please help. I have created a picklist field called Inspection with values that include "Pass" and "Fail". I can't execute a Workflow rule on a specific field if that field is a custom field. The field is not available for selection. If I bypass this
Input Parameter Missing - Associate multiple teams to a project
Hi, I am trying to assign multiple Teams to a project via the API. Using the documented 'POST /restapi/portal/[PORTALID]+/usergroups/associategroups/' method, the error '{"error":{"code":6891,"message":"Given URL is wrong"}}' is returned. Assuming the
Forcing adding of attachments
We want to be able to force the user to attach some files when transitioning the status of a task via a blueprint. My guess is that this kind of an enforcement could be better forced by adding an "Attachment" type of field onto the task layout. Defining the attachments as task layout fields would also enable us to get reports about them and to analyze them.
Zoho Projects: Quarterly Updates | Q1 2022
We would like to share the quarterly updates for the period January to March. User Hierarchy: Users can enable Hierarchy settings to maintain a tree structure based on user roles. You can assign reporting managers and approve Timesheets based on the reporting
How do mass change start date and end date?
You can mass do everything else, so maybe I'm missing something. But if I have a bunch of tasks and want to assign multiple tasks within a date set, how do I do that without doing them one by one?
Zoho Projects task fields definitions
Hi all, Is there any place that I can find a list of definition and/or example about existing task fields in Zoho Projects? Some are obvious, but not all for me... For not editable or calculated fields, I cannot always see where does the information come
Clear Task Dates
How to clear (remove) task start dates, due dates when a project is cancelled? I know it's doable manually but if there are 100 tasks in a project then I have to perform 200 activities to clear start and due dates, I want to get that done by automation
Nothing Showing in All Projects Feed (Only Showing in Project Specific Feed)
Hi there, Currently, I can only see feed information if I select a specific project. If I choose "All Projects", nothing shows. Is there a setting I need to make to show project feeds in All Projects?
Task List Workflow Rule
I'm having an issue when creating a workflow rule to notify customers by email of the project progress. I need the criteria to be TASK LIST STATUS not just task status. I don't want our customers getting too many email notifications throughout the project,
Milestones - must they always include a tasklist? Is there a way just to have task(s) within milestones?
We like using the milestone feature for project organisation and visualising the Gantt chart, however we have no need for "task lists" in some milestones because some milestones might only include 1-2 task. As far as I can see, I cannot assign Tasks to Milestones - I can only assign a Task List to a Milestone. Is this correct or is there something I am missing? Having to setup a task list makes the system look bloated and creates unnecessary clicks and confusion when there are only a few tasks required
Resource Utilization should take into account Completion % or Timelog
If you are a user that has this same problem or wants to see this happen, please hit the Thumbs Up button and post a comment below. The more people ask, the more Zoho listens. The problem: There is a major flaw with the Resource Utilization report in
Select or assign a default view on a project dashboard through the project layout
We have started a new engineering change notice (ECN) project in the company and we are planning to use a separate project layout for these type of projects. This project layout gives an overall view of the project including links to specific Sharepoint
Can email notifications be opt in rather than opt out?
Could you please make it so that email notifications are opt in for users and not opt out? We may have to stop using Zoho. Some of my colleagues like and use it; others don't want to experience the details of project management—they just want to be updated verbally at meetings. Sure, they can configure their own settings, but why do I have to make them do that? Many will just say: make this stop; I don't care if it means that you have to stop using this tool. I guess I could give the an alias email
Insert dependent Picklist and multivlaue Picklist
Adding 2 new kind of custom field would be ideal - dependent Picklist (picklist where the list of selectable values dependes by the choise of another value) - multivlaue Picklist (picklist where more than 1 value could be selected) These new fields could be very helpful both in task than issues
Subtask : having some parameters like owner, due date being inherited from task
Hi, I am having some issues with subtask creation. The way we operate in our business, most of our tasks and their subtasks are done by the same person. Is it possible to set some inherited parameters that would be automatically set when we are creating
Custom Project View by Project Group
Hi Zoho Team, I used to have a custom project view which showed all my active projects (not cancelled or completed) and the list was separated into projects groups. Some time ago, possibly a couple of months ago, I began to see all projects even cancelled
Time Log Configuration
Time logs are an effective way to track your users' hours. In our previous post, we saw how to move timesheets from one task or issue to another. In this post, you will learn how to configure these timesheets from the setup page. For instance, consider
Field Dependency in Task Fields
Please consider introducing field dependencies such as you are doing it on Zoho Desk. Yesterday I was customizing a Task layout for the first time where I did require to relate 2 fields and I did assume that Projects would already have this feature because it was already being presented in another Product from Zoho but to my surprise I've found out that there isn't a dependency feature in Projects. Below is the "Field Dependency" option menu from Zoho Desk. This feature is not a full fledged solution
I would like to update a task's person in charge item with a function, but I get an error.
I'm running into the error again. I am writing a process to automatically assign the task to the creator when the last person in charge of the task is empty, but I cannot update it. I try to pass it as per the data I got from the api or update it similar
TEAM assigned based on FIELD (defined in LAYOUT)
Hi, Need some advice how to tackle this. We have project template - 40 tasks. Projects are reapeatable with only difference: for few specific tasks they are either executed by local team or global team. I was wondering if I can have one template for
Timesheet Approvals
Hello, Is there a limit to the amount of timesheet approvals you can do for changing items from billable to non-billable? I've been doing a lot today and now I can no longer update timesheet entries to billable or non-billable. I click to make the selection
Provide customization to Project notifications
Hi, The current notifications from Projects lack information and cannot be customized. The project name is missing but also the notification url could be set up to a more friendlier name. It would be good to have control to customize the notifications
Zoho Projects Timesheets API - Does fetch_by_modifiedtime work?
Does fetch_by_modifiedtime work? I have a couple of logs that where created on 7/15/2022, but has a date of 6/30/2022. When I use Get All Time Logs, I can only see them if I use the 6/30 date.
Set Integration Field as mandatory
Hi, The newly released integrated field is great but needs the ability to be set as mandatory.
The value does not change when I run the update function of zoho project.
The value does not change when I run the update function of zoho project. zoho.projects.update(portalID, projectID, "tasks", taskID, details_map, "connections"); ↑ This is the function we are using. The items we want to update are custom items. How do
This project could not be synced because it is not associated with a primary client
When I go to ProjectName->Finance I receive a "This project could not be synced because it is not associated with a primary client" error. The project has been associated in ZohoCRM with the client. How can I set the primary client for this project. Other
Email Add-to Project
It would be really handy to add emails as a Project task. Many emails I get translate to project tasks that need to be billed, and as it is, I have to recreate them as project tasks.
Dependencies or Subtasks
I have a main task, with 10 sub tasks. I do not want anyone to be able to mark the main task as complete, until all the sub tasks are complete. is the only way to do this via dependencies? and if yes, then is there a way to bulk set all the sub tasks to be the predecessor or the main task?
Discuss module is now supported in the latest version of the Zoho Projects Android mobile app
Hello, In the latest version of the Projects Android mobile app (v3.5), we have brought in support for below enhancements. Discuss module: You can access the Discuss module from the navigation drawer (please refer to the GIF below) and create chats
I want an api collection for Zoho project
Is there an api collection for Zoho project? I would like to import all collections into Postman. I have found them in the cliq api and the CRM api, but I couldn't find the project collection.
Roll up does not affect to milestones
Hello to all, when I mark roll up into a project the task lists duration are modified depending on the duration of the tasks under the task list, but does not happen the same to the Milestones, the Milestones duration are not modified for the task lists duration that are attached to the milestone. Does anyone why can it happen? Regards, Luis
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