How can I send the ZProjects login mail once again to my client user?
I have added a client user to my project. Now my client frequently asks me how he can access our project system. Since he is using ZProjects only for my project, he always uses a link from ZProjects' update notification mails to login again (which are
Obtaining associated Account from Project
Basically, is there a Projects API field that contains the associated Account's ID? I am attempting to do some integrations between the Zoho CRM API and the Zoho Projects API. Currently all our projects are linked to an account. Despite being able to see this connection in both CRM and Projects, I cannot find any way to match them together via the API.
Quick Actions Using Keyboard Shortcuts
Did you know that Zoho Projects provides a set of keyboard shortcuts for performing routine activities? Take a look at some of the project actions: Key Description z + h Go to Home z+p Go to Projects z+c Go to Calendar z+s Go to Setting s p Add Project
Zoho Projects Chat with client
Should be able to chat with client users inside the "discuss" area. I even set up my designer on the Zoho One platform, for his company. I shouldn't have to pay for a full user to discuss a project inside of zoho projects. Is there a way to do this? I
Gantt chart module is now supported in the latest version of Zoho Projects iOS app (v3.3)
Dear All, Hope you all are safe and doing well. I'm glad to inform you all that in the latest version of the Zoho Projects mobile app (v3.3) we have brought in support for the Gantt Chart module. To access the same, please update the app to the latest
Disable Email Notifications
How can I disable email notifications for other/all users? Right now, I see where I can disable notifications for myself - how can I do this for those whom I assign tasks so that their inboxes are not constantly inundated with every single update that I make? Many thanks, Nana
Assigning users to all projects from a specific group
Hi all! We really need to have a possibility to assign all projects from a specific group to users. With the current design, we can't manage our projects properly - we have around 10 departments working on projects and they are grouped into 8 groups. We have around 600 active projects so it's more or less 75 projects per group. Very often we face scenarios like these: new employee joins our team and we need to assign to him projects from 1-3 particular groups (depending on his designation) one of
Associating Project Templates with Layouts - Doesn't seem to be an option
The goal here is to create projects and then assign project templates to them after they are created. this used to be possible by associating a Layout with a Project Template to then pull the template (milestones, task lists, tasks) into these projects
Zoho Project CRM Contacts Link
Is it possible to create a picklist associated with CRM contacts in the Zoho Projects? When collaborating on a project with a team it is important that we know who the external/customer point of contact is for that project. I have created a layout that adds a point of contact text box and one for related contact information but I have to manually enter information. It would be more convenient and likely reduce the potential for errors if I could have a drop down list linked to Zoho's CRM where I
Pages: Setting my default Page.
Currently, as a Manager, I cannot seem to work out how to set my default page. It always seems to default to "Dashboard". I want it to default to one of the pages I have set up as the entry into the wiki(pages). The dashboard is an ugly way into the wiki component of Zoho Projects and it would be good to move it out of the way. How can i do this? In fact, I would like the freedom to control what is the default screen/page for the entire project. It seems i can sort of do this, but "pages" is
Lock Task List Order
Hi there, Is there a way to lock the order of a task list? If i mark the first task on a task list as closed, it will send the closed task to the bottom of the list, or underneath open task lists. This also is reflected in the Gantt milestone report and makes it hard to follow. I would prefer if i could order my task list in the way that i would like, regardless of the completion status. And, also if i could reorder tasks that have been marked completed. The only way i have found to do this is to
Final Reminder: Deprecating Authtokens
Dear Users, As mentioned in our previous post, we are deprecating existing Authtokens by 28 Feb 2021. Please migrate to OAuth tokens immediately to avoid any service disruptions. Zoho OAuth provides better security and more control compared to Authtokens. OAuth
Zoho Projects classic task list: grouping by project
In Zoho Projects, when I open the Tasks page in the classic mode, tasks are grouped by the task list they belong to, and these groups are sorted alphabetically. If you read the task list from top to bottom, you are constantly changing context. You move
Feb 2021 month calendar mismatch the days and dates
Hi Zoho Team, Good day Hope Zoho team members are well and good Please find attached – Today I tried ti fill the time sheet for 01st Feb 2021, but it is showing some different date and day in the month wise format. Please rectify it. Thanks &
How do I generate a URL to a Bug using information from the Zoho Project API?
I'm trying to create a URL to a bug detail page using information pulled from the Projects API. I have used the API call https://projectsapi.zoho.com/portal/{PortalName}/api/private/{xml/json}/bug/getprojbugs to successfully pull a list of bugs in a project. The XML returned has what appear to be GUIDs that uniquely identify the bugs - how can I use them to generate a URL that will link to the bug in the live Zoho app?
View Issue Severity from Kanban view
Is there any way to view the Severity of an issue from the Kanban view without having to open each issue? This would be extremely helpful especially since there doesn't seem to be any way to sort/order the Kanban view beyond the default sort. As it is
Be warned, cost calculation may be wrong
Timesheet view shows you the summarized cost for the user. But be aware, that the number may be incorrect. It does summarize only the projects that have budget defined (maybe on purpose or maybe by mistake) No warning about how many projects were included
Unable to Change Custom Project Status Colors
Trying to edit some too-close colors for adjacent statuses. I can bring up the Template, get the colors pop-up, but clicking on another color doesn't have any effect. Anyone else run into this? EDIT: Tested on Chrome and Edge, identical behavior.
View amount of members tasks in one snap shot
Hello, Pretty basic function, but I can't find any way to see it. Is there any way I can check and see amount of members tasks one by one? I would like to see it in one view so we can compare how much work each member has. Basic, but very important to
Projects Issue Board - Sort Kanban View
The project Issue section under the Kanban view provides no way to sort issues. It currently just always puts the newest issue at the top and the oldest issue at the bottom. At the very least I would like to reverse this sort so that the oldest issues
Calendar view with respective task work hours displayed as you can see in Google Calendar
Hey, Are there plans to introduce the feature that would allow to see how many hours a day the task would take? We can set the start and due date of the task, as well as the work hours, so when looking at the calendar view we'd see something like this: such view would really improve the management of smaller tasks and with the drag'n'drop functionality planning a week would be a breeze.
Zoho Projects (Zoho one subcription) - Automatically apply different rates for different type of task done by the same user
Allo, Is there a way to automatically apply different rates for different type of task done by the same user? As a freelancer I am the only user. In my work i have different rates for different types of task. In the same project I can perform task at
Why is zoho slowing down in speed
I am having tough time convincing my team to work on zoho as loading is very slow on zoho. what are you guys doing about it. my tech team checked the bandwidth requirement and our b/w speed is not a problem. please solve this issue immediately.
How to change email template
I need to change the email template sent to my client Please provide the steps for the same..
Allow bugs to be closed from language in GitHub commit message
Many GitHub integrations allow issues to be closed as well as just linked through commit messages. Ideally: "Closes [JD-34] added email address to form" would not only link the commit with bug JD-34, but also close the bug in Zoho. In fact, Pivotal Tracker responds to several commands (which all do the same thing). It's a handy automation which just saves a little bit of time, and more importantly, keeps everything automatically in sync. [(Finishes|Fixes|Delivers) #TRACKER_STORY_ID]
tasks key- color coded
Was just evaluating your software and it was looking really good an dwe were thinking seriously about it until we saw you used color as the key code for task priority (high, low, medium...). Unfortunately this is a deal breaker for us since we have color-blind folks as clients and staff. Also, not sure if you know but in the Section 508 Accessibility guidelines for websites and software they indicate that you should not rely on color alone to convey information. Not only is there the issue of folks
Task List Templates View Suggestions
The right structure for us to use Projects has ended up being Task List Templates for many of our standard functions, and when a new project arrives, the Project Manager will add the relevant Task Templates and connections between them. That said, the
How can I automatically assign a Task Template
I want to assign a task template to every new project that gets created. How do I do this?
Trouble adding more than two dependencies
I have a task that has more than two dependencies. When I go to click on Add Dependency, the pop-up box disappears as my mouse moves to wards the 'Add Dependency' link. Help please.
Calendar viewed as whole year in Projects
I want to view the calendar in Projects as a whole year not just one month. How do I do this?
Is it possible to automatically close recurring tasks when closing a milestone
Hi, We recently decided to change the way we use Projects. We have created new milestones for our projects with better tasks. Now we want to close the old milestones and tasks, but when they are recurring tasks it doesn't work, we have to open every task change there recurrence to none, then close it. We have many tasks to close and where hoping for a faster way to do so. If you know a way feel free to inform us. Thanks a lot
Better/Wider Selection of "Custom" Colors
For statuses in particular (Tasks and Projects), the pre-selected palette of colors is a strange combination of pastels with very little - in may cases - ability to distinguish between them. Could we get either the ability to add custom colors ourselves,
The "Add Project" button is missing from the Projects Page
Hi, I'm brand-new to Zoho, and so far so good! I just started a trial on Projects, but on the Projects page, the "Add Project" button is missing. Please see attached screenshot. Thank you, Suzanne
Engage project users better with Slack integration
If you use Zoho Projects to manage your team and communicate over Slack, unite both. Everything is possible with an integration - You can now integrate Slack into Zoho Projects to communicate effectively. Slack is an ideal app for solo businesses and smaller teams (max of 4-7 members). It lets hassle-free interactions amidst teams and thus keeps the process well organized. How Slack and Zoho Projects gel together? Though Slack is an effective tool for smaller teams, with this integration you can
cant see subtasks in Kanban view of Projects
According to manual, the following is possible Subtasks in Kanban Task List View You can now view subtasks in the Kanban task list view. Click on and check if Collapse Subtask option is enabled. Disable this option to view subtasks. Drag and drop subtasks
Now that Projects 7.0 is Available will Old Version Go Away?
I'm trying to get my team to start using the 7.0 version of Zoho Projects. A few of them are resisting using the new version. (One of the main complaints is the project Status/Feed is no longer included in the project's tabs and you have to search in
Is it possible to set a Project's layout through the API?
Hey all, I've looked at the documentation regarding the question at: www.zoho.com/projects/help/rest-api/projects-api.html All I can find are ways to read the layouts for the projects through the API, but I need to set the default one to something other
add project tasks into estimate zoho projects
Hi, My googling hasn't yielded results on this, but is there a way to select the tasks in a project as the line items in an estimate? I can create line items for products etc in Invoices and they show up for selection in my estimate draft in Projects ( i have linked them) but i cant seem to find a way select the project tasks. Is this possible? Thanks.
Recurring task even if previous task not closed
Hi, I'd like to create recurring tasks that recur even if the previous task is not marked closed. Two use cases where we have issues: 1 - The previous task is not closed out (moved from "completed" by owner to "closed" by account manager) and the new
Zoho Projects Integration- Cant Select Portal
I am trying to integrate ZOHO Projects with ZOHO CRM. These are the steps I have taken. Within ZOHO CRM: Setup Market Place > Zoho Zoho Projects > Setup Now > Get Started When I get to the Zoho Projects Integration Screen, under portal name, my portal
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