Sync holidays from Zoho People to Zoho Projects
Hello, is there a way to sync holidays from People to Projects? It seems a good solution, especially when having to manage several branches working from different countries. At the moment I can see only leaves are synced. Thank you
Building extensions #2: Creating extensions for Zoho Projects using a CLI
In our previous post, we noted the two ways to create extensions for Zoho Projects— using the cloud editor and using the command line interface (CLI). We also shared how to create an extension using the Sigma cloud editor. In this post, we'll take a closer
See Tasks where I am single owner + involved
Hi, in Zoho Projects, under my general tasks (over all projects), I use ordering by status in Kanban view. I want to show all my tasks where I am the single owner + all tasks where I am involved + any other user(s). But I don't want to see tasks of other
Modify header content in Project gantt export to PDF function
The PDF header displays a selection of colours, text and other information I do not want, or would like to change. How do I do that?
Live update/refresh My Tasks list
Would it be possible to make the My Tasks list easier to update/refresh changes made by others in the team? At the moment it needs the user to manually refresh a task list to pull any changes through and there is no prompt that they should refresh, so it may never be done during a day. It would be great if either the task list was more 'fluid' and updated/refreshed itself every few minutes, or there was a pop up prompt for the user to manually refresh the list. At very least it would be good to
Please suggest how can I get my portalID to fetch All Projects
I am having a postman Collection https://www.postman.com/collections/35b9ef7b1e22aa00676d I need some clarity that how can i hit the GetAll Projects API and get the going. I have generated accesstoken and other things. I tried https://projectsapi.zoho.com/portals/?auth_token
How do i stop a Client User being able to post a status to "All Projects" ?
I have read the article about posting statuses here: https://help.zoho.com/portal/en/kb/projects/collaboration/feeds/articles/add-status-to-feed#Benefits Can a client user be restricted from posting a status to "All Projects" or be restricted from posting
New project with a deadline, actions and milestones based on the deadline.
Hello. We're going to integrate Zoho Projects in our company. I know nothing about the app yet as Im still trying to set it up but it seems like Im missing the feature of setting up a deadline. So lets say I sign a deal that needs to be finished by the
I'm not seeing associated contacts on the project details tab
Hello! I would like to see the contacts associated with my projects on the "details" tab and ideally on the "widgets" tab. I tried adding a custom property with a "user" pick list but it's only showing internal users not client users. Is there a way to
Power of Automation::Automatically update a project's custom picklist field in accordance with changes in the task status.
Hello Everyone, Here we are again thrilled to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions
Reorder Documents Folders funcionality
Hi, A Reorder Documents Folders functionality is a most/critical needed funcionality! It should be like the Reorder Projects in the Projects List. Are you planning to implement it in the next upgrade? Thanks, Joao Coelho
Zoho Projects / Forms: Input Parameter Exceeds Maximum Length
I have created a content briefing form with Zoho forms, which I want to integrate with Zoho projects. Depending on what type of content, the team intends to brief me on, it has to fill in text in the input field which sometimes exceeds 1000 characters.
Enable search into custom field
Making custom fields searchable would be ideal. Allow users to search by values stored into custom fields could greatly reduce the time loosed to search a task/issue. This function is very usefull if custom fields are used to store additional ID (other identificators in addition to ZOHO self-generated ID).
Import tasks from Zoho Sheet?
Please add the ability to import tasks from Zoho Sheet
What is the distinct difference between a task and a bug ?
task is something need to be complete in a given time. so bugs are some problem to be fixed in a given time? both of them are tasks? is not it? bugs could be included in a tasklist. why there is a separate catalog of bugs ? can anyone help with this? thanks!
API credit to access zoho projects
I have asked for some API credits to access zoho projects, which I can obviously pay for. However the support team has been very hesitant to provide those. Why is it so?
Prevent Changing of Start and End date in tasks
Can i prevent the changing of Start date and End date of the Task assigned????
Customize Columns Order in Kanban View
Columns order is dependent on the Task Statuses order. So, change the statuses order, it will automatically change the columns order in kanban view. you can remove unwanted statuses also which eventually remove columns from kanban view. Go to Settings
My Custom Views in Each Zoho Project Disappear Periodically
Hello, My team uses Zoho Projects as part of our ZohoOne suite. For one type of service that we offer, we have created a project template from which a tracking project is created for every single client we onboard to that service. The Zoho Project template
How do I Change a Propertie Field (Owner of Goal and Marco) from Projects
Prezados, bom dia! Preciso alterar as propriedades dos campos META, MARCO (Milestone) e PROPRIETÁRIO DO PROJETO no projects, mas o campo é bloqueado para editar as propriedades (nas Configurações). Como proceder? Segue o print dos campos bloqueados!!
Gantt Charts filtered by Date
Hi, I am wondering if there is a way to filter the Gannt chart view by date in Zoho Projects. We do not have the Enterprise edition at this time. For example, we are wanting to see a 3 week look ahead by project, so we want to filter for 2/25/2016 to 3/17/2016. Also, we have Zoho Reports so we were wondering if there is any way to build out a Gantt chart there. Would we be able to filter these Gantt charts by date if we had enterprise edition? Thank you, Rachael
Add Resources in Zoho projects
I would like to know how to assign a resource ( a car, a computer, etc.) to a employee. Thank you Antonio
Can I assign priority to projects
I've got several projects that I'm assigning to my teams. I want to assign some form of priority to each project, but I can't find a method of doing that in ZoHo Projects (yes, I'm new to it!). Is there a way to do that? If there is, what's the best way?
Building extensions #1: Creating, testing, and editing Zoho Projects extensions using the cloud editor
Hello!! We're happy to announce the beginning of a new series called "Building Extensions," which aims to help guide developers in creating and developing extensions for Zoho Projects. The goal of this series is to assist developers with the extension
Zoho project Workflow notifications
I am trying to do something that seems very simple. I want to have an email notification sent out when a new project is created. I have setup a workflow rule that basically states that Project Status = New then to send an email based on a template i
Field type limitations in Zoho Projects
I have hit my limit on some types of fields (single-line, picklist, phone, email etc.) as I am trying to create a custom layout using the Standard Layout template. Will I have higher limits if I create a non standard template or is this a result of the
Introducing Our New "Building Extensions" Series!
We are excited to kickoff our brand-new series, "Building Extensions," where we will empower developers to design effective extensions using the Zoho Projects Sigma platform. This series is designed to assist and guide developers who are creating extensions
Task Timer and task status update
Is there a way to automatically change task status when its timer is stopped?
Archive Forum Posts in Projects
It would be SO great to be able to clean up Forums and have an ARCHIVE feature for Forums (then I guess you could add a Tab on the Forums that has Active and Archive options. Because old Forums and notes/discussions really clutter up that space. I've
How to deactivate the "Create a priviate copy of this layout" for users/profiles
Hi, I searched how to deactivate the access for user to the check box "Create a priviate copy of this layout" but didn't find it by myself in ZProjects nor in the community topics. I tried to manage profiles like this but it didn't work : And no better
Adding Teams - bug when choosing
When assigning ASSOCIATED TEAMS in Task information, there is a bug that doesnt show up the list/ADD TEAM option. By default the list remains empty & once you open ADD TEAM and close it the next time it wont show "+ Add Team" Please refer to attached
Customize email notifications
Hello there, It's been years since Zoho Team promises that it will be available... But I still can't see where. Please, we are a lot asking for it, tell me it's now possible !
Zoho Inventory and Zoho Projects Intergration
Good Day. I am a new user still in the trial phase and seriously considering implementing zoho within my organisation. I have two issue which i have not been able to figure out and would like assistance please : 1. If i create a task or project in zoho
ZOHO Projects migration
We have recently completed data migration in ZOHO Projects for a client. We have migrated from one ZOHO acct to another - and migrated all projects data including tasks, subtasks, attachments, timesheets etc. And associated the projects with CRM records.
Bulk Edit Work Hours field
Hello, is there a way to bulk edit the "Work Hours" field? I mean this: I can't find an option. Thank you
Tasks & Tasklines > config-wheel options > aligned (edit, move, create above/below, etc) + Inline editing of titles tasks/tasklines!
Hello, To have a better user-experience and logical alignment of actions on both Tasks & Tasklines, it should be logical that these actions are likewise available on both (especially when you start using Zoho Projects more and more, and also faster) :
Tip#28: Project Timeline Gantt in Zoho Projects
Hi Folks! As part of the tips and tricks series, we are back with a tip on Project Timeline Gantt. Here’s how you can use Project Timeline Gantt 1. Prioritize your projects based on percentage completed and focus on the projects that are currently in your pipeline. Hover over the project name to know percentage completed. 2. Visualize your projects on the Gantt plotted for 3 consecutive years - previous year, current year and next year. You can adjust the timeline view from fit to max. 3. Navigate
Need a Project Template Library
If there was a library of project templates, people could get going with Zoho SO much faster! Build more community, setup a Project Template Library asap!
Internal Comments in External Tasks (and across the board)
Hello, On projects which we collaborate with clients, we need to be able to post "internal" comments, hidden from the client's users in Tasks, Forums, Status Updates, Documents (would like also to flag documents for internal users only) etc.... Currently it looks like there is no such option except of creating an internal Task List which is counter-productive. I have seen a couple of very old threads about this subject, from about 6 years ago. but there was no follow-up from ZOHO I would greatly
Project timeline Gantt view - sort by date of project
Hi there, On the Zoho <Projects> tab, there's a view called Project timeline Gantt which provides an overview of all projects and fills the percentage complete. It would be great if this page could be sorted by project date or other criteria. As shown in the image below, if a project has a change of date this isn't reflected in the chart and there's no way to actually sort this chart by any criteria.
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