Strict Dependency Option so Successor Doesn't Show in Tasks and Can't be Started
Zoho Dependencies are awesome but we're just missing the main purpose of dependencies. Use Case We manage a huge team and we need to make sure that tasks are being worked on in the order of priority. Almost all tasks in our projects have dependencies set, now we need to be able to control the tasks and make sure users work on the ones that needs to be finished first. Having the ability to make inactive or restrict work on tasks that have dependencies that have a unfinished predecessor (obviously
Clickable links in fields
I have a custom field I made called 'Tracking #', and I want to be able to put a clickable link in that field so I can click on it and go directly to my tracking info from my task in the project. This is not possible at the moment, I copy and paste the link but it isn't clickable. Another issue is that when I change the status of the task, the link that I had in my 'Tracking #' field suddenly changes from this: https://track.xpoweb.com/en-us/ltl-shipment/769364595/ to this: <a href='https://track.xpoweb.com/en-us/ltl-shipment/769364595/'
Need to be able to set a Predecessor dependency on a Closed Task
I often need to add a follow-up task to a completed task. Unfortunately Projects will not allow using a closed task as a predecessor to this new task. This is an annoyance that requires opening the predecessor task, then set the dependency and then close the task again (remembering the proper previously set completed date). Is there a technical reason for this limitation?
Add "CurrentTime" with HH:mm:ss in a Date field
Hello guys, As the title implies I'm trying to fill a certain field with Current Time data on our Bugtracker, nevertheless all we currently get to work is the Current Date Tag so I was wondering if anyone could lend me and hand a modify this Custom Function accordingly to get the Hours, Minutes at least. projectsDomainURL = "https://projects.zoho.com/"; portalId = "xxxxxxxxxx"; // portal Id correction done. projectId = "xxxxxxxxxxxxxxxxxxx"; authToken = "xxxxxxxxxxxxxxxxxxxxxxx"; dateFieldParamName
Finance Tab disappeared for Profile/Roles
Was working just fine now disappeared now only admin can see it- tried to Edit but when I go to timesheets row and it says Finance the box is unable to click on it... very frustrated!
Need to be able to copy a closed Task
It would be great if it would be possible to Copy a closed task. Having to open a task to copy it and then Close it (and remember to return the completed date back to the original date) is very cumbersome. This is one of many limitations of working with Completed tasks.
Tip 39: In-built chat for tasks and issues in Zoho Projects
Molly, a senior analyst, is stuck on Electrical rough-wire task and is unable to resolve it. Instead of sending mails and delaying the task, Molly decides to start a discussion via the in-built chat channel in task. Her peers responds quickly and help her troubleshoot. People tend to respond immediately on chat, whereas they don't feel compelled to respond to long email threads. Here's what you can do with the in-built chat in task and issue, In the task or issue details page, click and then
SocketError: Failed to open TCP connection
Hello everyone, I have the following problem and I kindly ask anyone to help with. When I tried to make a request to Zoho API by the following endpoints: - users (https://www.zoho.com/projects/help/rest-api/users-api.html) - tasks (https://www.zoho.com/projects/help/rest-api/tasks-api.html) - bugs (https://www.zoho.com/projects/help/rest-api/bugs-api.html) - projects (https://www.zoho.com/projects/help/rest-api/projects-api.html) I’ve got this error (I think it is related with SSL): SocketError:
Milestone : Can we add a budget in $ for at Milestone level?
Hi, Can we add a custom field or is there a place where we can add a budget in dollars for the work to be done in a milestone?
Setting Different Work Hours by Day of Week
Our company has different work hours on different days of the week, currently we can only enter the same hours for all weekdays.
Renaming a tasklist when suing a template
Hi, I created a tasklist with tasks, which I converted into a model. My goal is to create multiple tasklists using this model. However, when you create a new tasklist from a model, you can´t name it. It take the template´s name by default. You have to edit the newly created tasklist afterward. It would be great if the renaming is available in the new "tasklist with model" panel.
Default Work Type for a task
It would be great when setting the Work value in a task to have the Work Type i.e. hours per day, hours) default to a configurable Work Type. We generally use Work Hours, which is the not the default. We have to be very careful about not missing this. When entering hundreds of task in a project this becomes quite tedious and time consuming. In my opinion, Zoho should consider freezing work on NEW features and work on getting the UI more user friendly. Comparing Zoho Projects to the multiple new
Stuck getting refresh token
string url = "refresh_token=" + rtoken; url += "&client_id=XXX; url += "&client_secret=XXX"; url += "&redirect_uri=https://portal.client360services.com/zoho/auth.aspx"; url += "&grant_type=refresh_token"; WebRequest request = (HttpWebRequest)WebRequest.Create("https://accounts.zoho.com/oauth/v2/token"); byte[] data = Encoding.ASCII.GetBytes(url); request.Method = "POST"; request.ContentType = "application/x-www-form-urlencoded";
Any way to add a Custom Column or add more Columns to the Chronological Order Gantt View???
Hi there fellas, As the title implies I'd like to know if there's any way to add additional columns to the Gantt in Chronological or Milestones view as we need to have 1-2 more columns that we are using as CUSTOM FIELDS for our projects Please do let me know if I'm missing something and there is a way to actually do this Thanks in advance. Kind Regards Christian Lundstedt
My Tasks Sorting
So I just recently moved my company to Zoho projects but I noticed it is missing something so basic. On the My Tasks you cannot sort by the columns... Also by default all the tasks with no due date show first. To me this is backwards, if something has a deadline it should probably show up before all the rest. The sorting would solve this issue but the default just seems wrong to me.
Sorting by Project Name in Chronology Ghantt
Is there no way to sort by Project Name in Chronology Ghantt view? We need a way to be able to assign filters that show tasks associated with certain users, and then sort by project name. From what I can tell there is no way to do this.
OAuth2 - Current User
Hello, we been using your APIs a lot lately (CRM, Projects, Reports/Analytics). One thing we haven't found an answer to is that sometimes, we need to retrieve the email account of the current user (matching an access token). Many OAuth implementations provide a /me route to retrieve contextual information of the current user. Is there something like this available for Zoho? In Zoho Projects API, most route require to pass a userid. If we had access to the account email, we could retrieve the userid
Automated Time-Logging
Hi, Is ther ean automated time-logging for some standard users, or days? For example, in my organization I would like to automatically log 8 hours in a "Paid Holiday" head in case of a public holiday for all users. Is that possible?
How to solve Zoho Project's (PMS) data center issue to add the accounts of EU database into the US database?
We have observed a big problem with Zoho Projects (PMS), where we can’t add a client account if he/she is associated with the Zoho EU database. Since our Account is in the US database, any account is associated with the EU database can’t be added to our account. Now, there is a scenario when the client can’t close his/her other Zoho account from his/her side; how can we proceed with such projects?
Feature Requests
Hi Zoho folks, My company wanted to make three separate feature requests for the timer built into Project: (1) The crucial idle time warning that detects and enables one click to delete idle time (a feature in some other timer apps) (2) ability to add notes in the time sidebar before it's logged into the records (3) ability to edit the time before one clicks it into the records I can expand on what I mean by these if necessary. Thanks!
How to I remove the default duration of tasks?
Every time I create a Task, it sets the duration to 1 hour. How do I remove that so there's no default duration? Thanks for your help, I love ZOHO!!!
TOO MANY MANUAL ENTRIES
ZOHO PROJECTS!!!!!! YOU GUYS ARE KILLING ME WITH ALL THESE MANUAL ENTRIES IN YOUR PRODUCT. OMG I'M DYING. I NEED TO KNOW WHAT YOU GUYS ARE DOING TO FIX THESE GROSS, DISGUSTING WASTES OF TIME. HOW CAN YOU CREATE AN AUTOMATION AND YOU STILL CAN'T FIGURE OUT THAT YOU NEED TO HAVE A FIELD FOR GROUPS, BUDGET BASED ON, AND SO MANY OTHERS IN YOUR TEMPLATE. WHY DO I NEED TO CREATE PROJECTS FROM TEMPLATE AND HAVE TO SET GR0UP EVERY TIME FOR LITERALLY THE SAME TYPE OF WOOORRRKKKKKK.
Import Bugs into Bug Tracker
We have used another third party program for many years to track bugs. I would like to import into Zoho Projects our "open" bugs from the other system. I don't see a way to import??
Tip 38: Project Custom Section and Custom Status
You can now customize your project layout with new sections, custom fields, and project status. Every project will have a default layout called the Standard Layout. All the projects in the portal will be associated with this layout. Project Information and Budget are the two default sections available in the Standard Layout. These sections consist of the default fields that can neither be edited nor deleted. You can add new sections and fields to the standard layout. How do I customize new sections
Can I NOT invite a Client when connecting Projects to Books?
I've setup a Project with a Primary Contact in order to integrate with Books. However, my Client got an invite to join the project. I don't want that. I only want to establish the connection so we can invoice with Books. How do I do that? Thanks, Scott
Problem with Projects API and get projects
Hi, I have a problem with rest api. I want to get projects calling api and this worked good weeks ago, but now it don’t work. If I use Postman, it work good and I get all projects, but when I use my vb.net code it say “Error in remote server: (403) Forbidden” I tried with Authtoken and with oauth2 but the result is the same. How can I fix it? The code worked good weeks ago. Best regards,
Keep completed tasks visible
At the moment, when a task is completed, it disappears from the list. Is there any way to keep the tasks visible? It would be very useful....
Enforcing Time Logging
Is there no way to send automated alerts to users who have not logged their time? Thank You
How do I get connected user information for OAuth2 Zoho Projects?
Hi, I need to verify the role of the user connected (by OAuth2) to my third party app , but I don't which URL to poke to obtain that. I know I can get all users with : https://projects.zoho.com/restapi/portal/<redacted>/projects/<redacted>/users/ But what URL would give me ONLY the information of the connected user?
Log activities / hours spent on a project
We are a consulting company and will use PROJECTS to log the hour spent by our consultant on each project. It seems that i have to select a project and be in the project to log my activities / hours. I can't log it from one page by selecting the different project I work on. This is an issue as our consultants can simultanely work on 10-20 project so it is really time consuming. Is there a solution for that ? Thank you
How to delete projects?
How to Delete a project ?
Resource (not human) Allocation
One thing that I think could improve the Zoho Projects is posiibility to assign resources which are not human like room, software licenses etc. Is there a chance it would be added? Thanks, Ayelet, Goldminers
Custom Field Restrictions & Character Counts
Why are there restrictions on how many custom fields that can be added to tasks, projects, and issues? It forces companies to limit the amount of data recorded which is not an accurate representation of business reporting.
Feature Request: Airtable Integration
I am currently in a trial with a few Zoho projects and I love how it work. I will probably even get Zoho One for my team because I need most of your Apps. But there is one thing that's a deal breaker for me: no integration with Airtable. Unfortunately we are very closely tied up to Airtable. We use it for all kinds of purposes and our whole database is there. I can't see any way to migrate to Zoho simply because there are feautres that Airtable offers to use and Zoho Spreadsheet doesn't. BUT, if
Milestones and Task Lists
I have two questions I'm hoping the Zoho Community will be able to assist me with: What is the difference between a milestone and a task list? Seems like they are both ways to group tasks. Do you need to use milestones and task lists? What if I simply wanted to log my time to a few basic tasks? Here is some more information. For most of the projects I work on, I need to log my billable hours to a simple set of time sheet categories like the ones listed below: Project kickoff Fact finding / discovery
Custom fields in project
Hi I am just getting started with Zoho Projects for my web development firm. In my current project management system, I can create custom fields in the project description. For example: Location of Hosting;CMS used;Payment method. Some are drop downs and others text fields. I see the project description block, but it is too unstructured for my needs. A worker could omit the necessary data, or type it in a different format. Finally, we export this data from each project into an analysis tool to confirm
Make projects more user friendly
Zoho Projects team, You've got a great product here, but it is also VERY backwards. The way this software is set up is not the natural way. Even your support icons are on the bottom. Please think about it. In a lot of softwares that are EASY to use, where do they put thier support buttons? On the top, people. Your software is missing duplicate template features. This is utterly baffling. with the sheer amount of templates and sheer length of each template means they should be easily duplicated.
Subtask Work Hours Not Reflected in Milestones
I have a Task List related to a milestone. Within that task list, I have subtasks with Work hours associated. When I look at the Milestone view, the work hours from subtasks do not show. In this screen shot, you can see the work hours associated to the "SEO Done" milestone. In this screen shot, you can see the milestone where hours are not displayed: (As an aside, I'm aware of the "roll up" feature for projects; a brief experimentation with that showed NO workhours displayed for tasks for subtasks.
Can I create a new project as I create a new task?
Might be an idea, or just something I can't figure out how to do. As I create a new task, I must assign it to a project. Sometimes, I think of one task first, and it could relate to a new project, but I want to just start with the task that popped into my head, then flesh out the project once I'm on a roll creating tasks. When creating a new task, in the dropdown list for projects, I'd like to choose "Create new project" up the top if the project does not already exist. This means I can keep going
COMPANY-VALUE
How would someone go about creating a program which. 1.Added a contact 2.Ask for their company 3.Asks for the users individual value 4.Show a total value for all the companies 5.Show individual totals for each company adding up everyone who works for that company If anyone could get back to me that would be great.
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