Tasks with Varying Work Days
Our company has task items that need to be scheduled with varying work days. For example: Project Management, Engineering and Manufacturing should only be scheduled Monday - Friday Service needs to be scheduled Monday - Saturday Shipping and Invoicing
Issue when creating a Project with a specific Template
I have been using this api in php to create Projects using templates that have already been made. However when I try to create a project with a certain template, I get a 204 response and the project is not created. I am able to use this template in Postman
Zoho project triggers not working in ZohoFlow since more than 24hr
The flow trigger from zoho project on zoho flow is not working since more than 24h Our tickets remain unanswered and our teams cannot work properly. The implementation of a tool like Zoho flow is very important for us and our daily processes. Your tool
Make LATEST baseline available to tasks report
It would be useful to be able to view the latest baseline against tasks in the report task gantt view so that you can review task progress across multiple projects without having to go into each project individually.
Add Baseline methods to API
There are no API methods for creating or querying baselines, Use case: Customer is notified of the current project start date according to plan via another product/integration. We would like to auto create a baseline (Automated via API) at the point
Resource Management
How do you manage the time allocation to any resource. In MS Project you can view overallocation or see time available, is there a way or is there an intention to provide this? markmosys
User Notifications
It would be a great feature if admin users can force organisation notification settings to override users personal notification settings for different roles e.g. employees over admins or managers etc... We operate in an environment where our users are
Sort Kanban by Status
Hello, wondering if someone can help. Is it possible to view all of my tasks across all of my projects and sort the Kanban by Status, so update status by drag/drop? See screenshot I see its available if I am in a specific project, but not if I am viewing all tasks Thanks!
Zoho Projects - Company Branding
There are lots of people asking for various degrees of this across this forum. Let's consolidate the request & make it all part of an upcoming release: DNS: Ability to mask portal domain with CNAME or A record (preferably A record). EMAIL: Ability to set company 'from address' (inc. company 'from domain') EMAIL template customization: For portal invitations to Client For portal invitations to Users For task updates/etc. PORTAL CUSTOMIZATION: LOGO - replace "Projects icon/name" with company logo.
Zoho Projects API request for Milestone & Tasklists Issue
Hi, When i send a request to get all the milestone for a project below response is received Request https://projectsapi.zoho.com/restapi/portal/*****/projects/***/milestones/?index=0&range=25&status=all Response { "error": { "code": 6500, "message": "General Error" } } When i send a request to get all the task lists for a project below response is received Request https://projectsapi.zoho.com/restapi/portal/*********/projects/***********/tasklists/?index=0&range=100&flag=external
Can a default task Priority be set?
The "Priority" field in the Task layout does not allow a default to be set. Is there another way of doing it? Because the current default is "None" and the Zoho Kanban board design has selected this field as critical information to surface by including
Merging Timesheets Together
hello, i was wondering if it was possible to merge all the hours clocked into the time sheet of all the employees of one project into an excel sheet or invoice.
CALENDAR RESOLUTION
I d like the resolution of the day calendar in zoho to be 5 minutes.
Tasks and Subtasks lose their original model order when applied to a project
Hello, I hope you can help me in some way: I created a task model with about 2400 between tasks and subtasks, I don't know if I'm exceeding any Project limit, because when I use this task model in some project most tasks lose the original order of tasks
How to see if employee's timer is running?
I am portal owner. I want to know if my employees are effectively working on their tasks. They are required to use timer for each task. How can I see if user's timer is running? is it possible to see across all the projects? Thanks
How do I update a Task field automatically?
Hi Brains Trust, I have created a new field called Estimated Hours (number). I have created a checkbox field called Included. For some projects we may 'Include' various tasks, if checked, we want the Estimated Hours to be updated to have the Duration
Deleting Unused/Duplicate Tags?
While evaluating and getting started with Projects we had a number of users create duplicate and extraneous tags. Now, when adding tags, those pop up. Is there a way to clear them from history, or?
Request: Timer widget
It would be cool to have a desktop widget that allows you to start and stop your timeclock for specific tasks. Something like the one being offered by Cashboard: http://www.getcashboard.com/dashboard_widget_time_tracker
Task Model loses the ordering of tasks and subtasks when applied to some project
The referred model has 2400 tasks and subtasks, is it exceeding any Project limit? When the task model is applied to a project, the original order of tasks and subtasks is lost. I have already tried to recreate the project and also the model, yet the
Updating Project Fields - Only Saves on Mouseclick (not on Exit Field)
I am almost certain this used to work differently. In a Project, in a custom Integer field, we can click into the field and enter a value, then press Tab to move to the next field. But, doing so will not actually update the value until you click somewhere
How to create / separate projects that are internal to our company?
Is there a way to achieve this? All project request some sort of budget and costs, but internal projects don't cost usually cost us $, but time. And no one is being invoiced for this, either. Thanks!
Missing setting in Task and Timesheet configuration
Hello. The help page about Task and Timesheet settings mentions a "Task Work Hour" setting. In the screenshot, it appears between Dependency Status and Resource Allocation. This setting is missing for me in Zoho Projects. Neither admin users nor the owner
Coming up next: 7 features to look out for in Zoho Projects 7
Hello all! We're excited to announce that Zoho Projects V7 is getting ready for your use! A complete UI makeover with focus on a consistent user experience, added with a bunch of new features and updates makes for a pretty exciting upgrade :) Here's a quick rundown of what you can expect in Projects 7: 1) Single Page Layout - A consistent left-panel that provides easy access to all the modules you need. A single click will be all you need to navigate anywhere inside Projects! 2) Filter
Restrict Control - Project Status
We're using a combination of Blueprints (at the Task level) and Flows (monitoring specific task statuses) to drive accurate Project Status. My concern is that while this system seems to work well, anyone with access to the project can simply Edit the
Copying Pre-defined Subtasks
Hey everyone, I'm looking to copy existing Subtasks from one Task to another. Currently, I have a user that wants to define a series of Subtasks within Zoho, that I can then read and apply to a newly generated task through the API. I know I can generate
Cannot change delete or change name of user
I've tried to ammend the name of a profile (not having the facility to do do this basic change!) and then tried to delete and create a new user profile. the new user has the same the email as it is a postion which is elected each year. embarrisingly the old elected officers name keeps appearing - which is unacceptable (for obvious reasons). I wish to get it back top a generic user profile based on the position (not the name) but each time I try the old name keeps popping up :? surely it would be
Backups for Pages/Wiki
Hi, I've just noticed that the Pages/Wiki section doesn't appear in the backups I do each week. Is there a way to backup all pages? I'm starting a project that will need extensive documentation, is the pages section the best place to put this? Any other
What is maximum number of Tags in Projects?
What is maximum number of Tags in Projects?
Feature Request to add a way to default a project as "External" so any Milestone, Task List (and related Tasks), and Bug created would default to External
It's rather annoying to have a project for external portal users and have tasks and bugs not visible because someone forgot to flag the task or bug as external (it defaults to internal). So I am proposing we set the highest level of visibility defaults
Search Doesn't Use Custom Fields
The search function in Projects excludes any data stored in Custom fields in the projects. This seems like an unnecessary limitation and would be great if it was upgraded.
Zoho Projects doesn't remember the Proper Issue board View
About 20 times a day I have to change the Issue board for the project I'm viewing from Plain to Kanban. Can you please work on improving this so the system remembers the preferred view? Maybe you need a project level setting? I don't use the Plain issue
ZoHo Projects : Outlook Connector
Good Morning; I really need the link to the outlook connector to synchronize the tasks and milestones with outlook. Please send me the link I am desperate. Thanks -Joe
No subtasks in Kanban-view for Status
Hello, I cannot see any of the subtasks in the Kanban view under Status. Why can't we see subtasks in the Kanban view?
Enable the profile permission view 'related' tasks/issues also for client users
Having the option to set the profile level restriction VIEW to 'related' also for client users the would be ideal. The option to see only the own, assigned and followed tasks would be very helpful to improve the navigation in the portal for clients. Moreover, this option will improve the security of the portal: when there are more clients in a project, is important that each client must see only their tasks/issues. The 'related' view option would be ideal both for tasks than issues This profile level
Clone Projects Feature Request
We are Zoho Authorized Partners. Every month our clients get a block of time to use. We currently have recurring tasks turned on and we close out the tasks at the end of the month and use the next month of tasks. We would like to, instead, clone the project from the previous month so we have a fresh project each month. Is the ability to clone a project already in the works? If so, can you give me a time frame on when we can expect it to be complete? If not, can you add it to the feature requests?
Moving documents across folders
Until a few weeks ago, it was possible for Managers to move documents between folders (following the process explained here: https://www.zoho.com/projects/help/organize-documents.html#move-folder) However in the current version this capability seems to be gone. How can I move documents now? It is a rather crucial feature and I would like to be able to use it again.
Zoho Expense & Zoho Projects budget tracking
Is there any way to add the expenses (from the Zoho Expense module in Zoho Projects) to the total project cost in Zoho Projects? Currently, the only charges appearing in my project's dashboard are labor ones. Secondly, is there a reason why different
How to follow tasks as a user?
I have a few users who are not assigned to the task, but I require them to get all updates on the completion and comments of tasks. Something like keeping them in loop of the progress. How do I do this?
Due dates
If I create a task I add a start date and due date. This gives me a duration. I then add how many work hours I think the task will take. Then the task does not get completed so do I more just my due date or my due date and start date?
Projects blueprint - email alerts to custom email field
Hi! We have an issue when setting up email alerts. Each task in a project we have, is a new customer, with products in production. We need to be able to send the customer an email, once the status is updated in the task. But in email alerts, we can only
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