How to get Portal ID
I generated the token using the following URL in browser "https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoProjects/projectsapi,ZohoPC/docsapi" Now I call the https://projectsapi.zoho.com/restapi/portals?authtoken={my_generated_token} API but get the following response. Am I missing something in the scope while generating the token here? { "error": { "code": 6891, "message": "Given URL is wrong" } }
Getting portal ID from Zoho Projects REST API
Hello, I have copied the java example API website into an eclipse project (from this link)- https://www.zoho.com/projects/help/rest-api/examples.html After following the instructions for retrieving the portal ID from Zoho's REST API, I still cannot get the ID- This is my URL object- url = new URL("https://projectsapi.zoho.com/restapi/portals/" + parameters); There is no error thrown for the line above, but when it gets to this line, an error 400 is returned- BufferedReader bf = new BufferedReader(new
Variable hours day-by-day on tasks
Hi Is it possible to assign a different number of work hours to a resource for each day of the duration of a task (or sub-task). For example, 2 hours on Monday and Tuesday and 5 hours on Wednesday and Thursday? John
How do I mass edit time entries?
Since you can not filter or sort time entries by what has and has not been invoiced (you can only see the icon but not separate invoiced from non-invoiced), I would like all time to initially be entered in as un-billable and I can change to billable as I bill them. (since you can see this separation) So my question is HOW do I mass edit this? Can it be done?
View Planned Timeline vs. Actual Timeline in Gannt Chart
Can I compare in Zoho Projects the original timeline projection with the actual timeline of the project in the Gannt Chart? When I change the dates and times in an already defined project I lose the initial definitions. I would like to be able to see graphically my Planned time vs the Actual time. See attachment as example. I got that screen from another Project Management tool that has that feature. That is a very good tool!
How to edit Group Names - Seen when creating a new project from template
When i create a new project from a template, after 'Project Overview' there is a drop-down for 'Group Name'. Where can I edit/add/remove items from this list? I want to change the groups available to me in that drop-down but can't find it anywhere in settings.
Create Bug in Zoho Project with Attachment
Hi All, I am working on "Create Bug API" (https://www.zoho.com/projects/help/rest-api/bugs-api.html#alink3). I want to upload the image as an attachment while creating the bug. I am trying to use "uploaddoc" parameter. What will be the value format? (Absolute Image path, Base64_encode format etc.) Please do share the example if any exist.
How to see Gantt view for all projects I'm working on at same time
New to ZP...just realized there is no way to see all projects I'm working on in a Gantt view at the same time. Am I just missing something? If it's true that this is not possible, I am wondering if others would like this feature also and if it would go under consideration.
Enterprise Gantt Sorting
Hello, My organization has just upgraded from Premium to Enterprise in order to get the cross-project reporting and gantt charts. When I view the enterprise chronology or milestone gantt, it seems that the default sorting is by milestone end date. Is there a way to sort these reports by project name, milestone start date, or by other fields in the chart? I can see that the chart can be filtered on a number of fields but I can't figure out how to sort. Thanks! Jared
Custom Task Fields and Templates
Is it possible to save the values in custom task fields to Project and/or Task list templates? Is there a way to import this information?
Task and Sub Task Definition in ZOHO
Greetings. Can I have several levels of task groupings in ZOHO? The advance percentage of grouping levels is updated automatically or do I have to manually record the progress of groupers?
organize issues by product
We are a software company with several products (4 to 6): what is the way you suggest to manage bugs in our case. Apparently we can't view a list or a Kanban of issues accross different projects. And Also I've been told that you don't have modules anymore (it was a possible solution to organize our bugs according to products). what is the alternative for us. because as a manager I can't possibly do my job if the issues are only visible within their respective projects, I can't assign them if I don't
Bug tracker custom fields in API
I am using custom fields in Zoho Projects Bug tracker. How do I get the data for those fields via API.
Tip#27: Global Add
There are always some impromptu situations where you’d want to add new projects instantly, add tasks in project B while you’re in project A, file issues immediately when they occur, log timesheet while you’re incessantly working on tasks or issues and so on. You can easily handle these situations using Global Add. Add tasks or any modules to the desired project by simply clicking the global add button. Global add is instant, saves time, and is easily accessible from anywhere in Zoho Projects.You
Task List Advice
Hey guys! do you use the task list feature?! if i create a task list - it looks like as i add them, the 'newest' shows at the top? So, my tip would be, if that's the case, start with your last step first and then they will be in order! I.E. if your steps are, create domain name add cname record set up hosting then it will appear in your task as :: set up hosting add cname record create domain name and that's backwards - these tools are supposed to make our lives easier and we get everything ironed
notes on timers needs help
timers are very useful, but without notes they arent. yes, zoho projects timers have the ability to enter notes but its implemented in a way that is very limiting. 1. when closing a timer on iOS, please prompt us for a note description instead of just closing the timer 2. on the web app, when i go check the notes on a time log, i can not COPY the text of the note without going in to EDIT the timer first. I can hover over the SHOW NOTES button but if i move my mouse over to try and select and copy
Task Functionality
Trying to figure out if there's a way to use a task with a specific field tied to JUST that ONE task - so the user can select from a dropdown box or (pick list as they call it) the answer to the task and then click 'close'. the task only requires a one word answer yes or no - i've created Task Layouts but those are associated with each new task created. I thought creating the fields would allow me to assign fields TO a task but it doesn't - or at least i can't figure it out. I have to have this Yes
Tasks API call
Hi, I'm trying to do an API call on tasks and it's not working. I'm getting a "General Error" with code 6500. This is the URL I'm accessing: https://projectsapi.zoho.com/restapi/portal/kyledavidgroup/projects/605433000000032011/tasks/?AUTHTOKEN=0dc167bf942d55c7b99dceeeb44b88ce However, I was just able to access the same API with the same URL about 10 mins ago and it worked. Why am I now getting an error? Thank you.
Tip #26: Execute Next Business Rule
Business rules support webhooks. Each business rule can be used to call a webhook when a specific criteria is met. What if you need to call two different webhooks for a matching criteria? Continuing from our Tip #25, lets see how to workaround this limitation using the 'Execute Next Business Rule' option. 1. Create a business rule to 'Update Support Ticket' when a bug is created or updated and set the criteria to match when the status is 'Closed'. Select the "Execute Next Business Rule" option.
Notifications for users tagged in comments
I've looked for this, and can't find a solution. When a user is tagged in a comment (e.g. @User1) it would be great if they receved a notification - either by e-mail, or by the notification button (bell) in the top right of the window. Otherwise, there's no way to know if you've been tagged.
New Zoho Projects Time entry in API - General Error - 6500
Hi there, Integration: Active Collab - Zoho Projects I'm trying to create a new Time entry under a task in Zoho Projects, using the API. I've already synced up tasks and projects. But I'm having a hard time creating a time entry. I've tried with php and with postman. On both ends I get the same result: {"error":{"code":6500,"message":"General Error"}} Here's my request: $request_parameters = array( 'authtoken' => 'APITOKEN', 'date' => '02-20-2018', 'bill_status' => 'Billable', 'hours' => '02:22'
Predecessors and dependencies
How do we create predecessors and dependencies?
Tip #25: Updating Tickets in Desk from Zoho Projects
Customers submitting tickets in Zoho Desk often wonder about its status. Support executives convert the ticket to a bug and it's filed in Zoho Projects. But what next? How do you inform the status to customers or notify them that the bug has been resolved? Business Rules can be used to solve this problem. A Business Rule performs a necessary action when the specific criteria is met. To inform the customer that a ticket has been resolved, a notification can be sent to the user when the bug is closed.
Task comment
Hi zoho Team, I met an issue when using zoho task. When i sort the comment of a task (most recently on top), sometimes, all comment is disappeared, just see this happen only on this task, the others are no problem. Please help to check this. Link: https://projects.zoho.com/portal/arrivetechnologies#taskdetail/403027000001399352/403027000001399368/403027000001449237 Thanks
Project user receive notification
Hi, Is it possible for ALL (if we assigned multiple users to a single project) Project users to receive notifications of project progress? Currently, settings for notifications can only be applied to Tasks and Milestones (to our knowledge). Is there a workaround for this? If users are "following" projects will this resolve? Regards
project dates
We are behind schedule all the time. At the begining of a project we get the date when the project should be ready, but during the process sometimes (mostly not dependent on us) the project real end date stretches over several months. So our company would love if there would be one more field for project dates - besides start&end date - the REAL END DATE Thanks a lot !
Why cant I view dependencies in my task list?
I cant see the dependencies in my task list? Can anyone advise. I have just linked the tasks in Gantt, but cant work out why I cant see them in tasks? Any advice welcomed
Simple Notes Section Within a Project?
Hello- New to projects and am still getting to know the software. I have searched everywhere to find a place to write simple notes within a project. I would assume this would be within the dashboard. Is there a way to add a simple not field or two? As a work around, I'm creating a document within the documents section and I'm placing notes in there, but this is a very awkward workflow and it ends up opening a new window. Any advice? Thanks!
Filter types (tipos de filtro)
Dear, I would appreciate indicating how the filters shown in the image work Regards (Estimados, Agradecería indicar como funcionan los filtros que se muestran en la imagen)
Date format
Can I change the date format to UK one? Thanks.
time sheet notes in invoices
when adding time sheets to an invoice, it would be much more useful if we were able to show the "time sheet notes" in to the "Item description". just showing the project name isnt useful for us.
docs integrationt
if I create a new zoho doc or sheet in a project ,It doesnt show up in my zoho docs or sheets app. is that right? am I doing something wrong?
Increase the limit of values to load in the custom field
I create a new custom field, but only let me include only 100 values, and a need to put in more than 100. How to increse these value?
Documents synchronization
Hi, Does anyone knows of a way to synchronize the files that are stored in a ZOHO Project to a device such as a computer. Anything like sftp, CVS, or the ZOHO Docs desktop app, or anything else that is convenient or working with tens of files organized in sub-folders? Thanks. Best regards.
task layouts on a task list basis (instead of per project)
task layouts are amazing. the ability to add custom fields, and have them available on iOS, and also have the ability to bulk change the custom fields is great. our issue is that we need to have different task layouts for different types of task lists. it would be great if we could adjust the task layout on the fly on a per task list basis. this would tremendously help our work flows. current if we do it project wide, then having a default value hurts us instead of helps us. we would only want a
Attach google doc
How do i sync/attach a google doc to zoho projects? Every time i do it, it wants to "upload" the doc and put it into zoho drive. That is absolutely not what I want. Let's face it: Zoho docs is terrible. Google is way ahead, and I want to use GOOGLE DOCS, not zoho!! ALl i want is a reference to my GOOGLE drive. Yet zoho insists on inserting itself into the equation. This makes it a very frustrating experience. All our stuff is in google drive. I want it to remain there. Why is zoho fighting us on
Quote display
For information, the simple quote ' is replaced by this code here in Zoho Projects :
Ask the Experts: 5-hour knowledge exchange marathon on 'Task Dependencies' in Zoho Projects.
Hey folks! The Ask the Experts initiative for this month focuses on issues that frequent the support desk and hence demand expert advice. This session is around 'Task Dependencies" as it has invited many a query on the forums on topics such as: 1. How to set dependencies for unscheduled tasks? 2. Can I set task dependency in task templates? 3. What are the dependency types supported by Zoho Projects? Task dependencies help in linking tasks that depend on a sequence. While the Finish to Start dependency
Cannot submit a request assistance
When I click on the email icon to Submit a Request, it's just empty :
Date filter
how the date filter works? I'm from Chile and my English is bad. they have support for spanish Thanks
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