remove past users from appearing in ongoing projects
Hi, when people rotate and a old users leave, even after removing them from the portal I still see the users in their projects eligible to be assigned tasks. how can I remove them from there? it is a bit confusing. thx!
Using Zopo Project Api , Issue With api key and ticket id
Hi . I am using Zoho for first time and i am stuck with the ticket id and api key. i am accessing the zoho project api from third party tool fiddler and i am not able access them . It gives me error code=6890 , message=Invalid Ticket. Details : http Get Api name GetPortals Url : http://projectsapi.zoho.com/restapi/portals/ Parse details : User-Agent: Fiddler Content Type: application/json;charset=utf-8 Host: projectsapi.zoho.com
Timesheet data access
Hi, I needed to access timesheet data for a project from the time it started using zoho api.What should be the values for the view_type and day parameter in GET request specified in api reference for doing so. I was able to generate timesheet data only for a single day.
User Role Privileges
The lowest role we can set for a user is a contractor in Zoho projects. But that user can see his tasks as well as tasks of rest of the project team members. We don't want him to see tasks of other team members except his own. So, my question is how to limit a user to see his own tasks - not others? One of our projects contains sensitive/private information which we don't want our new employee/contractor to see such project information. But unfortunately, the system isn't working as per expectation
Project Active/Archived - used to set project completed?
While archiving some of our projects I noticed that when I set a project to Archived, it actually set's the project status to 'Completed'. I have noticed before that even though all tasks/tasklists/milestones are completed, the project is not set to completed (even though it is 100% done). If archiving is meant as a project completion flag that would be really confusing, as I might not want to archive a project that was just completed right away. But it would be good to have somewhere an actual completion
How to put Group in created project by custom functions
How to put Group in created project by CRM custom functions My Code My Code ProjectName=((((input.AccountName) + " ") + year(today)) + " ") + input.DealType; URLSPostProj="https://projectsapi.zoho.com/restapi/portal/[Portal ID]/projects/?authtoken=[AuthToken]&scope=ZohoProjects"; mappings=map(); mappings.put("name",ProjectName); mappings.put("template_id","1115954000000075429"); URLSPostProjExa = postUrl(URLSPostProj,mappings); ----------------- The Project is add Grouped in my created Group
Milestone :Assigned By
Hi, using project api's. when add new milestone we get the portal owner name as Assigned by in email . where we can pass the Assigned by parameter using API's or alternate solution
In Projects how can I have a follower just see a task list but not have access to the whole project or milestones?
In Projects how can I have a follower just see a task list but not have access to the whole project or milestones?
Zoho Projects: users informations
Hello people. My question is simple: how can I edit the users information, like, mobile number, first and last name, address, and so on? Thank you very much for any help.
Milestone API - Assigned By
Hi, I am using the following API (https://www.zoho.com/projects/help/rest-api/milestones-api.html#alink3) to create a Milestone. A mail notification is received from 'notifications=zohoprojects.com@notifications.zohoprojects.com', once a milestone is successfully created in Zoho Projects. Problem: In every email, the default portal owner name is showed in the 'Assigned By' field. Question: Is there a url parameter where we can pass the 'Assigned By' user name/email?
Consultant to assist in implementation
We love the Zoho family of products and have struggle with finding time to fully implement Projects. Looking for a consultant to assist. Must posses a strong working knowledge of projects. Must be able to assist in implementation - best practices Must be able to train 4 users - English Offsite consulting is acceptable. Our industry is accounting/finance - Based in US. Please PM me or email Zoho@WDBhq.com
Change the Owner of the portal
The issue is that the previous owner of the portal aka the Director of the company left the company and we want to change the ownership of the portal to the new Director but we can't do it because we don't have the password of the previous director to enter to his account. Is there a way to achieve this? which are the steps that need to be done?
Tasks: filter by "open"
I had my tasks on filter by open but when there's no open tasks in a task list, that task list is gone. Is there any way to change that so I can see all task lists even when there are none open? Also, I removed the open status so I could see everything but now I don't want to see the tasks that are closed. How do I set this back to see open tasks only?
Export Projects Overview
Hi, I am looking to export the Project Tab into a csv. We have over 100 project running and even though the overview works great to get an overview, I would like to analyse it in Excel. If the same columns can be exported that are visible in the overview that would make sense (e.g. owner, milestones, start/end date). Most other 'lists' are able to be exported, if this could be done as well, that would be helpful. Thanks, Menno
Zoho Projects and Website Integration
I have a question about Zoho Projects and the widget inclusion on our new website (our ultimate goal is to use it for InterDepartmental Organization). Does anyone happen to know if I create some projects and a team right now in Zoho Projects (externally, not connected to new website) if those projects and connections will have to be re-developed and created once we input that widget extension onto our new website? Or will the existing created information transfer smoothly?
Aggregate milestones from multiple projects into one timeline
We use high level milestones for each project. They come from a template, giving each project a uniform list of milestone definitions and task lists. Because we have many projects executing at the same time but in different phases management would like to see a consolidated timeline across all executing projects. Is there any way to accomplish this? In Microsoft Project I would do this by having a master project that would pull information from other project files.
Error on Feed Page and Notification
Hi, I have a problem on Feed Page and Notification showed in the pictures below. When I left a comment, it just displays on Task page, it was not showed on Feed Page or notification to people that I tagged. Picture 1: On the Task page.(my account is vanvt, last comment was posted by me) Picture 2: The Feed page (I just see comment by Admin??? and I logged in Admin account, he didn't receive any notification about this task???)
Bug in Feed and Notification
Hi, I have a problem showed as the pictures below. When my boss ask me and I comment directly in comment box but it just display on Task page, not display on Feed page. And the important is the notification didn't showed too. It is a bug? or my mistake? Picture 1: The Task page (it shows my comment with account vanvt) Picture 2: The Feed page (it doesn't show my comment (from vanvt), it just shows comment of Admin)
would like to filter bugs on created date
I have a use case for my project team where we want to create a filter for bugs created within the last 24 hours. In looking at the available filters, it looks like I can set a Time Span filter using either Due On or the Completed . But I don't see a value for Created On. Does anyone know if what I am looking to do is possible? Thanks, -Brian
Project ID
Hi, I saw that it is not possible for ZOHO to create a task ID for the moment. So is it possible to have a Project ID ? Or a code like a quote number that we have in Zoho CRM ? Thank you for your attention. Mehmet.
[Help me] Can not use the "Issues" feature
Hi, I am approaching zoho project software, the first two days were very good, but now I get an error in the "Issues" tab. In detail: When clicking on the "Issues" tab, the software does not display the common interface (displaying the list of old Issue and button to create new issue). It shows up as the image below: I tried activating the "Issues" feature by clicking on the "Turn on" button as shown below, but that does not help either Please help me !!!!!!!!!!!!!!!!!!!!!!!!! Thanks in advance,
Task visibility
Can I set visibility to internal team members vs. customers? Because in one project I want to - have tasks that are visible to internal employees, but not to customers - have tasks that are visible to both internal employees and customers
Add client in zoho projects
Hi Zoho Team, We would like to add client using api's in Zoho project Now we are not able to find the URL for adding the Client & request format . Please let me know how to add Client Using API. I am using below api format - https://projectsapi.zoho.com/restapi/portal/CompanyName/?authtoken=TokenName
Zoho Project Denied User
I have a project manager that has been assigned a task but keeps receiving the following error message when trying to access the project. How do I fix this?
Unable to import bugs from Excel format
Hi, I am an express plan user of Zoho projects. Till now,I used to maintain all the bugs history in the excel sheet. Now,I want to import all those issues directly to Zoho projects through the Import feature, the problem is I don't know the sample format for excel to import all these issues directly on Zoho. Please Help.
Can Zoho Forms be integrated into Zoho Project
Is there a way to bring ZForms into ZProject?
Mapping Zoho CRM status to Zoho Project stages
Is there a way I can have these fields function as the same thing, and when I update them in one, have it update automatically in the other?
how to add employee charge out rate and track task profitability
Hi I am trailing the software for my business. I want to have a number of tasks, and then users book time to the tasks. I have a target rate for each employee and a fixed budget for the task. Therefore I want to track financial performance of each task. Is this possible? I do not seem able to put an employee rate or to track this? Cheers jeremy
Cannot change Project Owner field
I am a new user of Zoho projects, own the portal and have admin profile. I am setting up New Projects on behalf of others (who I have registered as Managers in Portal Users). When I set up a New Project I can choose any of the managers in the drop down list as Owner. Having done this and completed other fields and updated the project, when I return to edit the project and want to change the Owner the Owner Field will not give me the list of Managers. In fact I cannot edit the Owner Field in
Moving the project to Archive?
I did not find how to move the completed project to archive. Please, tell how to do this?
GANT CHART
HELLO HOW CAN I ACHIEVE THAT IF I marked a task TERMINATED PRIOR TO SCHEDULED DATE DEPENDENT TASKS cruising along the START DATE
Cannot Create Dependencies Between Tasks
In the Task detail view, no Predecessor field is displayed. In the Gantt view the selection of one task and dragging the link line to the appropriate task (as per the on-line help) is not available. Is it me or the software? Kind regards, Marc
publish list/calendar of due tasks?
My business performs quality assurance checks on our clients at certain scheduled intervals. My thought was to use template task lists to quickly add these schedules with due dates when we bring a new client on board. However is there a way to publish the list of due tasks or a calendar of these tasks for quick access to upcoming tasks due? How would I do this? Is this a use for Pages?
Can't add users for project and failed to register also
I want to add some members in my project, but some were added successfully and others failed. Then I try to let them register new account but the company name used when I created my own account, they can't use it again, is this a bug? The purpose is we need to add members in same company to a project. Anything I could do for this?
Task name not transferring to Slack
Hi there All my tasks are named in Zoho Projects. But when I complete a task, the name that gets pushed to SLACK is always "task". that's it. In Slack when the change it pushed, it says: Richard changed % completion of Task to 50 in Project. I WANT: Richard changed % completion of Finish Outline to 50 in Project. or Richard changed % completion of Email Client to 50, etc..... Why is it always just saying "task" in Slack?
User level permissions
Hi Zoho Can I config to control user access to documents, milestones & tasks through a permission service? Would it be nice to to set permissions so Contractor or Employee can see only documents, milestones & tasks assigned. Thank you
Managing task owners
New to Zoho - Trying to determine if we can have a database of "task owners" without using their emails. We are custom builder and are not trying to communicate directly with our subs via zoho project / email but need to schedule them. Also - how do you edit a name - looks like it only pulls the first part of the email. Also is there a way to categorize skill level for users? In this instance we would have users classified as painters, tile, sheetrock, etc. Thank you, Kathy Neill Reynolds Signature
Zoho Project - 15 Days Enterprise trial
Hello Guys, Can you activate the 15 days trial of Enterprise edition? That's the plan we are contemplating to buy Portal: https://projects.zoho.com/portal/club23 Thanks.
zoho projects api
Hello, I'm using zoho projects api restful with PHP and I would like to know how to get the AUTHTOKEN. I'm using thi script : And I have a problem when executing my script :
Project Archive
Hi: Is there a way to archive a project? I see only the option to Delete Project, but sometimes projects return and have a second round. Un abrazo, Robby!
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