High Priority Tasks
I would love to see high priority tasks have a little bit of a different look on the calendar maybe with an exclamation mark or some other symbol so they stand out against regular tasks.
Zoho Projects Calendar, view tasks statuses
Dear Zoho community, is it possible somehow to view in Zoho Projects Calendar not just Open/Closed tasks, but exact task status? Because even when I do mouse hover the task, then it does not display me its status. I'd like to see tasks status directly from the calendar; to see which tasks are, for example, new (means that I didn't start work on them), and which are blocked (means I was working on them, but smth stops me from finishing it). Now both of it is shown as Open tasks, and it is confusing
Problems with Zoho Projects & Support
Hi. We're having some issues on all Zoho products we work with. Some users are getting error when logging into Zoho Support. It doesn't happen to me, but I'm not being able to reply tickets (I get error Z101 doing it). One other user has his Zoho Proyects account completely empty. He lost all his assigned proyects and loaded hours to them. When logging into administrator account, we get Account locked message. Any help would be welcome. Thanks!
Deal to Project Invoice
When I create a deal I sometimes create an invoice. Once the deal is closed I create a project, however the invoice does not show up in the Finance--> Invoice section of the associated Project. Is there a way to more fully integrate the Deal and Project so the Invoice shows up? Of course I would want this to show up in Books too.
Sending an Invoice based on Closed Task/Milestone
Is it possible to create a Blueprint or Workflow that will automatically send an invoice to a customer once an identified task/milestone or the project itself is closed? Example: A Deal is won with a Fixed Amount of $500. An invoice and a project is created from the Deal module. At the time the associated project is being created the user specifies which task or milestone triggers the invoice to be sent to the customer.
Recurring tasks - number of occurrences limited to 30? Any option of an 'end date'?
Hello, I note that when setting up recurring tasks, the options are limited for "occurrences" (maximum I can select is 30. When I attempt to input another number it is not accepted and defaults to 2. Some of our projects require weekly tasks and may run for eg 10+ months....ie. more than 30 occurrences. It would be useful if we could input an "end date" (or at least input any number of occurrences). Is this possible? Am I doing something incorrectly? Thanks
Viewing all tasks across projects
Hi zoho, How to view all tasks of one member across projects? Ex: Member_A: Have Task_A (T_A) on Project_A(P_A), and T_B and P_B. Thanks,
Make Searches Not Require UPPERCASE Project and Task IDs
Please change your search bar so that ID's are not case sensitive in searches. For the longest time we could not search by a project or task. We thought it was a bug or a missing feature, but then we found that if we typed ID's into the search bar in uppercase, Zoho Projects found them. We have a task with the Task ID SU1-T65. Searching for SU1-T65 works but the lower case su1-t65 does not work. T65 works but t65 does not work. Neither SU1 nor su1 work. BTW, there is no mention of the need to
Why are id and id_string different?
In the ZoHo Projects API, the returns often contain two fields, id and id_string Often they are the same, but on some records they are different, and experience has taught us that the id_string value is the one that will work in further API calls. I'd like to know what is the difference between the two fields, and what are their intended uses? This can be quite annoying -- for example, calling /portal/[PORTALID]/mytasks/ will return a list of tasks, including the task's project id. Unfortunately,
404 error when creating a timesheet in ZoHo Projects
I'm trying to create a time log for a task in ZoHo Projects (aka Add Time Log for a Task). 1. I have create access (oAuth sets authority to ZohoProjects.timesheets.ALL) 2. I am using php and cURL 3. I am sending a POST request to https://projectsapi.zoho.eu/restapi/portal/200XXXXXXXX/projects/XXXXX000000053053/tasks/XXXXX000000196860/logs/ (I've replaced the actual IDs with some Xs) 4. The http header includes my access token -- this is all in order, as I can use it to make other requests 5. The
connect data
Dear Zoho Projects community leads ,good day , is it possible to connect the data of a zoho project table with ms excel via a connector? I await your kind reply. hanks. Best regards.
Any way to copy a task inside a task list?
I only saw a feature request from 10 years ago with a whole lot of people harping on it for 5 years and then radio silence. I would assume it was added. It would be really foolish for it not to be capable, it is such a basic function. I'm building a project and need to quickly copy task so I can rename them and save myself some time without exporting, excel hacking and then importing.
create global custom views on Project screen that other users can access
Need to be able to create custom views on project screen and determine the columns and filters much like Zoho CRM works. Need to be able to assign the view to different users or all users. Right now, I have to customer the columns per project per user. that is not practical. There are a number of fields we don't have any use for and they show up by default.
Native Gmail add-ons available from/for Zoho!
To my knowledge Zoho never announced that they now have native Gmail addons for both CRM and Projects, so I was very surprised to find them available in the Gmail add-on store today. Cross posted in the CRM forum.
A "Task Name" filter should exist in every view.
When you create new statuses, they appear under a searchable filter called Custom Status. Pretty useful. Why is it there's not searchable filter called Task name? Seems like a pretty big oversight.
How can you get the current user name with the Portal API
When using the Portal API, you log on using oAuth. However, the process only returns the currently logged-on user ID. Is there any way I can use this to recover the current user's name and email?
Mass delete Projects?
Hi, When I tested a flow in Zoho Flow, thousands of projects were created in Zoho Projects. Can I somehow remove all the redundant projects at once? These are currently ungrouped. /Camilla
Ask the experts: 5-hour knowledge exchange marathon on 'Critical Path and Baseline' in Zoho Projects.
Hey folks! We are happy to be back with our “ Ask the Experts ” community series. The Ask the Experts initiative for this month focuses on “Critical Path and Baseline” as it has invited many a query. Some of the topics that relate to the discussion are: 1. Is there a way to see the bottleneck of any project? 2. Project ABC is not going ahead because of Task 3 in Milestone 2 whose owner is Mr. X. 3. How do I track changes in my project schedule? I plan a schedule and if the dates change midway, is
Import tasks into marked task template
Kindly assist me in importing tasks in to marked task template. When I try to import tasks multiple tasklist of the same name gets created.
Can you customize what columns Client Users have access to in the Task List view?
We are setting up Client Users for our customers to access the projects we are working on for them. However, there is an issue preventing us from releasing this access to our customers. At the moment when a Client User logs and views the Task List view they can see the Work Planned, Time Log, and Difference fields. See attached screen grab where I have highlighted the specific fields. We do not want customers to view this. Some of our projects aren't even billed hourly yet we use the time log
Marketplace Extensions for Zoho Projects
Hello, folks! It's been a month since we launched a few extensions for Zoho Projects on Marketplace so we thought of sharing a few stats with you and what you can expect from us in the near future. We have the Checklist, Google Drive , and Zendesk extensions
Task info on "My Calendar" should be customizable.
The My Calendar view would be much more useful if users were able to change the Task info surfaced on calendar entries. We should be able to choose to see any combination of at least the milestone, tasklist, and status in the entry. This is especially true since tasklists don't have owners and milestones can only be assigned to one user. Doing this would make the calendar useful at a glance. Right now, you have to click the task and roll over the Task Information icon to see basic information. This
Migration...
Does anyone have experience migrating a custom projects platform in SF to Zoho Projects? After a month of back and forth with migration team I was deferred to a third party. The one I have spoken to so far informed me he has never done it or heard of it being done. Any info appreciated!
Zoho project purchases
Hi Folks, I think having a purchase module in projects will help in putting together a project p and L. Project wise purchases and expenses. Do let me know your thoughts.
Google Drive integration to Zoho Projects
The Dropbox integration is awesome, but it would be really nice if we could do the SAME exact thing that you have done with Dropbox with Google Drive. This would keep some of us from having to pay for two seperate cloud storages.
Not getting TimeSheet logs for a portal.
When I try to get timesheet for my portal irrespective of any project, it is showing wrong URL. I get : {"error":{"code":6891,"message":"Given URL is wrong"}
Logging over midnight is not supported
I'm in Australia at GMT+8. I frequently see a warning Time logging is not allowed for future dates when I go in to edit an entry. I recently encountered the error below. I was just trying to adjust the Billing to non-Billing status but Zoho Projects wouldn't let me submit the edited entry because it went over midnight. I am a developer with decades of experience - I understand the thinking behind this form validation. However, it should not get in the way especially when the timer allows you to
Research template/ Data gathering
I am always researching things and gathering information. Though often the findings of my research or information gathered will be applied to actual projects further in time, at the moment of research (often rather random) it is not directly related to an actual project. Still, I'd like to have a method and a place in z-Projects where I can organize this research and store this information. Not only to have it handy (in Projects) for when the time comes that the information becomes relevant to particular
Disable Forum Email Notification for Forum Creator
It would be great to be able to disable the email notification sent to the Forum owner every time someone posts in a forum. I am the Admin on our account and because I created the Project Template with some predefined Forums, I get an email every single time someone posts in the forum, even if the user posting the message does not send it to me. Using the Zoho chat I have been told there is no way to disable the emails. Is there any way to workaround this "feature"? Could I setup a "dummy" account
Logging time w/o user account
Hello all, We have different 3rd party technicians and consultants working on our projects and I would like to log hours for them without having to create accounts. The fluctuation is quite high and creating individual accounts doesn't make sense at all... What can I do? This is essential for me and If not possible I might need to go back to teamwork peojects. If at least it would be possible to create an account without the need to confirm the email address then I could create dummy accounts. Please
Business Rules: Update to include ${current_user} and/or ${action_performer}
Hello, Please consider the following change request to Business Rules: My objective is to be able to automatically add anyone as a follower when they make a comment. The purpose is to get email notifications when issues are updated that they aren't necessarily assigned to and aren't the reporter or project owner (ie the manager). This would also avoid the requirement to #tag someone for every comment. "Assigned to" in Actions includes the variable action_performer, while current_user is available
task workload
Good day , is it possible on zoho project, on the workload resources, to visualize for each task assigned to a user also to which task list belongs? Thanks for your answers. Regards.
Recurring tasks with specific recurring dates
Is there a way to setup recurring tasks so the task recurs on the same date each time? For example, I have a task that should recur with a due date of March 15th every year. Or a task with a due date of the 10th of each month. I thought I saw an announcement from a few weeks ago that this was an enhancement, but I can no longer find the announcement and my trial version does not show the new screens to enable this.
modify project models
Good day, it is possible on zoho project to modify the project models, both in the relationships, duration of the tasks, insertion / cancellation of new tasks or task lists and modification of the nomenclatures ? thank you for your answers. regards
Document Dialog: Add "Select All" checkbox and remove arbitrary selection limitation
Hello, Please consider the following change requests: 1) Please remove the what appears to be an arbitrary 10 item limit on associating documents to a task. This limitation doesn't exist within the documents upload feature (not to be confused with the documents sub action to a task). 2) Please add a checkbox in the document header to serve as a "select all". Thank you.
Document handling: Change default upload behavior (if same name)
Hi, Please consider changing the following feature: Current Behavior: When adding documents to the document area, the default behavior is to add additional "copies" of the same file with the same name in the same folder structure. In order to update a new version, one must right click - select upload new version - for every single file. Requested Behavior: When adding documents with the same name, prompt on initial replacement (like most OS dialogs with copy or replace), if replace is chosen this
Basecamp Data Import Failure
I've tried to import our Basecamp 3 data into Projects but have received the following email. I have even tried to do it one more time and the result was the same. Could you please check our logs to find out the reason behind this issue? I've checked our Basecamp plan and there wasn't any statement about 3. party connection or data migration limitations. I did not try to use an Admin account though but I don't think that this could be the reason for this problem. We could not import your Basecamp
My Task Filters
Hi, use Zoho Projects heavily. When we create a project, not every task has a date assigned to it, because it is not yet known. When we look at the "My Tasks" view that we access from the homepage, we can filter for dates on tasks, but we cannot filter where the date is empty. As a workaround, we created a task status called "planning", but it is very painful to update that status one task list at a time. It would be great if we could filter the open tasks view for tasks with no start/due date.
project model
Hi , it is possible in zoho project, to be able to add to a new project, only a task list of a previously created model. Today when I perform the operation the system blocks. I await your kind reply. Sincerely.
Owner filtering is missing in task listing page
Reecently, we have issues of the owner searching column is missing in Zoho project task listing page. May we know is there any other way to search all tasks filter by owner?
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