How to Reorder Task Lists
Zoho support team, I know how to reorder tasks within a list but I would like to know how to reorder the task lists themselves. Any information provided would be of great assistance. Regards, John
Edit Documents from Within Tasks
Hello, I have attached a Zoho Sheet in one of my tasks. Can my co-workers edit this document by clicking on the file in the Task view (instead of going to Documents module)?
Building extensions #7: Create custom widgets for a simplified end-user experience
Discover the benefits of using widgets! We explored the significance of widgets, prerequisites, and the availability of JS SDK methods as part of our previous post. In this post, let's go over a detailed example of using widgets along with certain Zoho
Power of Automation :: Create recurring Projects using Schedule Function.
Hello Everyone, Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Today, I would
GANTT VIEW DURATIONS: Milestone, task list, task and subtasks
In the GANTT view, the durations are not automatically showing for the milestone, task lists, or tasks even though the child sub tasks have durations and have been set as successors. How do I get the durations to automatically show, without manually including
How to view closed tasks?
Yesterday I was working on a task in Zoho Projects - I finished the task so I clicked on it and selected “mark as complete”. The task then disappeared from the task list. However - now my client asked me to go back and do more work on that task. So I want to reopen it but can’t find it. It was not part of a Milestone or Task List. It was in the default “General” list. If I search for a keyword in the search box at the top of the page - it finds it - but I was wondering if there was a better way to
User access to folders within a project
Any way to restrict user access to specific folders of documents or must I create a new project to do so? Thanks.
Introducing Projects 8.0 - Focusing on Ease-of-Use and New Features
Hello everyone! It's time for the reveal of the 8th version of Zoho Projects! This year our focus has been on minimizing the learning curve and improving the ease-of-use of the tool, so anyone new to Projects can hit the ground running and existing users
Zoho Project Document Management
Where in the world does one go about managing all the the documents within Zoho Projects? I have been using Zoho Projects for about a year now. 45 projects later (some archived and some active) I now have a lot of documents that need clearing up. Because Zoho Projects is a beautiful piece of software, you would think finding the place to see the amount of storage used and mass delete files would be as easy to find and use as everything else in Zoho Projects. Is this not the case managing the admin
Weekly time log view
The Weekly Time Log view is pretty nice. My users really like it when I show it to them. They like being able to pin ongoing tasks. Anyway, it's sort of hard to find. It is grouped with the Add Time Log button as a pull down. In my opinion, it should
Four types of task dependencies
"Nothing is particularly hard if you divide it into small jobs." - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
Power of Automation :: Automatic removal of project users once the project status is changed.
A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
Percent Complete Shortcut
Can you add options to edit Percent Complete from the Gantt view? I have two ideas: Edit from the RMB context menu Make it editable from the Predecessor/Successor dialog box
Help - disassociating a project from a client company
I mistakenly associated a project to two companies and I just can't get rid of one of them. I've tried : removing via CRM interface removing via Zoho Projects > Settings > Manage Users > Client Users and ensuring that the project is unticked in All Projects/Working
Timelogs are inconsistent
We have team members charging time through Zoho Projects and once submitted the timelogs show up on the calendar but not the list view - as if the information disappears. We have found that in the Old Version that time is missing as if not submitted.
Zoho Projects New Template
Is it possible to revert back to the original Zoho Projects dashboard? This new version is extremely confusing, not as clean, and not as easy to use. The Kanban and Gantt views aren't as helpful either I don't know who thought this was a good idea because
Can I limit a client users access to specific milestones, task lists, documents, forums?
I am wanting to be able to restrict different client users to specific parts of our projects. For most areas we can flag the area as either internal or external, which is great when we have tasks and forums that the client doesn't need to see. On occasions
Bug/Issue Tracker resolution HTML editor
I'd like the resolution text box to be HTML based so I can add numbered lists.
Importing Tasks : Where is the flexible work hours field ?
I need to be able to import a years worth of flexible hours for our part time workers, but I can't find what field to import to. When I do an export, there is nothing that signifies Standard/Flexible and whenever I import it automatically sets it to Standard...
Power of Automation :: Streamline notification on Zoho Cliq channel on project creation.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. One of our
Is there a way to create reoccuring tasks in Zoho?
I have some tasks that occur weekly or monthly at the same day and time and was looking for a way to set this up.
Zoho task approaching due date notification on Cliq.
Hello, Currently is possible to set reminders on each task to send an email to the task owner on x days before the due date. I'd like to propose a configuration that you can set in a way that sends cliq messages to the task owner when the due date of an task is approaching (like 3, 5, 7 days before, it's supposed to be configurable). Would be nice to have this kind of notification. I've integrated my Projects with Cliq Extension and it does not have this function (as far as I know) Does somebody
Methods to assign a follower to a task automatically? API?
Hi Zoho Team + Community, We developed a method to use Zoho's Project API to create tickets in to our ticketing system automatically, it's been a great achievement for us! The only issue we have is that it centers around the API account being a "follower" to a the task, Is there a way to have an automatic follower set for all current and new tasks to have a pre-set follower? We experimented with following a Tasklist and new tasks under that Tasklist do not seem to work. Any option would be very helpful.
How do you change a primary client of a project using API?
How do you change a primary client of a project using API or deluge?
Power of Automation - Automate the creation of tickets in Zoho Desk when an issue in created in Zoho Projects
A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
Setting Kanban as default Task view
For some of our projects we use the classic view and everything is fine. For other projects we only use the Kanban view. Is there a way to set the Kanban as the default task view for a project? Just the extra click to change view gets annoying all day long, plus it can confuse people viewing the project who don't know the project is laid out specifically to use the kanban view.
Is there a way to edit Zoho Project sidebar navigation buttons?
Hello. Is there a way to edit Zoho Project sidebar navigation buttons? I need to hide/show different button for my client user. To make his workflow easier and no so confusing at the first time
Project or ToDo?
Mostly title. Would like to hear from solo users. Do you use Project or ToDo for personal tasks? I assume in this community the former, but curious as to pros and cons Project seems overkill, but much more powerful and flexible
Error code 6831 : "Input Parameter Missing" when trying to PUT via Invoke
I'm creating some custom script in Zoho Flow to associate the Zoho Projects Client Company. I've got the find piece of the code working but I want to update the found record with the CRM ID Here is my code string ZP_getClientID(string varClientName, string
Trigger Final Actions After Parallel Transition Is Complete
Hi There, We've been taking full advantage of the parallel transitions feature released last year. For things like design approval it's been an incredibly helpful feature to be able to have multiple people each review and sign-off on something at the
Help ! Custom Function : Searching Client Company
I'm trying to run a custom function in Zoho Flow that looks up a Client Company using the Client Name. I want it to return only the matching record or an error; at the moment it's defaulting to the first reponse (I think) Can someone help tweak this function
Customer Service is great but regarding ZOHO One and ZOHO Projects, PLEASE STREAMLINE ALL YOUR PRODUCTS AND SERVICES!!!
Howdy, Boys and Gals, First, I have spent the last six months going back and forth, back and forth between all the different products, services, and customer service. CLEAN IT UP! Explain Zoho "Accounts" better! Now, with ZOHO Projects 8.0, I am learning
how can i completely turn off email notifications?
i would like to turn off all the email notifications. is it possible? thanks jan
A way to force the task status transition to multiple assignees
We would like to have a way to force the approval of multiple users for a task status change. Right now we have to create a chain of blueprint transitions where the "After" rule does assign the task to all of the necessary users in turn. This is not an
Can you add an existing task template to a project?
I have created multiple task templates. I am trying to go into specific projects and a task template all at once instead of having to add each task manually. Is this possible?
Make Task Blueprint Transition Buttons Larger/Responsive
Hi There, we use task blueprints extensively. We try to be descriptive in our transition names and it is frustrating that the names are cut off when displayed in the task as it appears there is plenty of room on the screen. Is it possible to make the
Unable to delete tasklist
Within a project i've created a task list in error. How do i delete this. The mousover settings only gives me "Chart View" and nothing else. Is this a permissions issue from the owner of the project ? To be clear, i created a task list now i can't delete it. Thanks
Taking Comment Timestamp and adding to a custom date field
We are using Zoho Projects, including the comments field extensively, and I have had a request from one of our PMs as follows: They would like to be able to sort projects in their project list view, by 'latest comment'. i.e. they would like to see the
Power of Automation:: Automatically associate the Timesheet layout upon Project custom field update.
Hello Everyone, We received a specific requirement from one of our customers and decided to share it here so that others with similar needs can benefit from it. Requirement On a specific custom field update done in the Projects module, the user wanted
Referencing task in comments with # stop working
Hello, from couple days linking tasks in comments with # and task ID stop working. Before issue appear #AA-T123 was replaced with link to task. Now it is just a text. Issue we are observing is not project specific.
Next Page