Sticky Posts
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
Tip: How to print the Gantt View
Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
Task and Project numbering
Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs. Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
Task Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.
Blueprint in Zoho Projects
Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define. How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the
Recent Topics
Split Bills/Expsense between multiple projects and/or clients
I need to be able to split vendor invoices/ expenses between multiple clients. Entering the bill multiple times is not only time consuming, it defeats the purpose of having a unquie identifity bill number and will allow for possible duplicated entry. Below is an example from Quickbooks Desktop. Splitting costs over various projects is a common job costing function that I am very sad and surprised is not an option in Zoho Books. Unless I am missing it somewhere? Thanks for your help!
Disable - order online at zoho store
I'm running cafe with Zoho POS. Doing good, however this enablement (Disable online order only on zakyastore.in) would enhance the business. Support asked to close -> "We can close the store from more options in the Mobile store > Overview > Store details
Worst product ever designed - Zoho Books.
It is designed and conceptualised by people without any financial background. Basically bunch of software engineers who knows how to code. They dont have any idea how finance people will use this product, what are their requirements, how transactions
Configuring Email Notifications with Tautulli for Plex
Hi I'm new to Zoho. I am from Canada and I have a I use a web based application called Tautulli for Plex that monitors my Plex media server. It also sends a newsletter to my followers. To set this up they require a "From" email address., a smtp server
Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
Last activity time is acting like last modified time
When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like
Total Saving in POS Screen
Displaying the Total Saving in POS Screen, while adding the items before before recording the payment. Customer wish to know this total savings before making the payment (i.e., before recording the payment). Currently we can able to view this total saving
Can I hide empty Contact fields from view?
Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be
Building extensions #1: Creating, testing, and editing extensions for Zoho Sprints using Sigma Cloud Editor
Hello all! We're delighted to announce the beginning of a new series called Building extensions for Zoho Sprints. Our primary goal for this series is to educate developers on the process of creating extensions for Zoho Sprints and guide them through the
How to use Picklist values language in email templates
Hello, I'm using multi-language in Zoho CRM and I've prepared separate email templates for each language. My question: how do I make sure the picklist field values in each template are rendered in the language that matches the template itself? This is
Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?
We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that
Built-in Date Functions in Zoho Analytics Query Tables
I have a doubt about whether Zoho Analytics Query Tables provide built-in functions for start date, end date, and the current month
Zoho Analytics: Clarification on Email Schedule Limits in Basic Plan
Hi Team, I have a question regarding the email scheduling limits in the Zoho Analytics Basic Plan. The plan shows that I can create 4 email schedules. However, I understand that schedule consumption is calculated based on recipients (i.e., 1 schedule
Canvas and calendar
Is it possible to have a canvas view that shows say a contacts details with the meetings calendar on the same page?
How to skip weekends and public holidays in a scheduled workflow using Deluge in Zoho Creator?
Hi, I have a scheduled workflow in Zoho Creator that runs daily at a fixed time. I want it to execute only on working days skipping weekends and public holidays. Could anyone please help me with how to achieve this?
What's New in Zoho Inventory | January - March 2026
Hello users, The first quarter of 2026 has been dynamic! We’ve shipped a powerful set of updates in Zoho Inventory to enhance item control, improve warehouse efficiency, expand integration and reporting capabilities. From a unified item creation experience
Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,
Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
Set Custom Icon for Custom Modules in new Zoho CRM UI
Standardize your booking forms with Centralized Customer Form
We’re excited to introduce Centralized Customer Form, a new way to manage and standardize how customer information is collected across your event types. With this feature, you can define a common set of booking form fields once and apply them across your
Zoho Mail app update: Accessing Delegated Mailbox.
Hello everyone! You can now access the delegated mailbox from within the iOS version of the Zoho Mail app. To access the delegated mailbox: Open the Zoho Mail app. Go on to the 'Email' module. Tap the profile picture. Choose the delegated mailbox Please
FSM- are we getting there
We have now tried the FSM a couple of times. We have been defeated on the offline access. As you can imagine the enginner needs to know the customers details, the job and the equipment. This needs to be cache. Is it yet? Plus Our engineers do multiple
Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters
Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
Ignroe_filtrers and drill through
I have two charts, where one is connected to the other using drill-through. The issue is with the second chart (the drill-through target). It contains an aggregation formula that uses the ignore_filters function. Under normal conditions, the formula works
Introducing SlyteUI : From Idea to a Working Interface in Minutes
Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
Publishing an Application with a Student Account
Dear Zoho Creator Team, I hope this message finds you well. I would like to know if I can publish the application I built using my Zoho Creator account, which is currently a student account. If it is possible, could you please guide me on how to go about
Workflows being applied and the Large unwanted popup
When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?
Automation Series: Assign Subsequent Task Owner on Completion
When a project progresses, tasks get piled up over time. As new tasks are created, tracking ownership and assigning them can become time consuming. In Zoho Projects, this can be addressed by automating task assignment using Custom Function, so that ownership
What's New in Zoho Billing | March 2026
March is here with a fresh wave of updates to Zoho Billing. From making compliance easier, reporting more flexible, to making day-to-day workflows smoother across the board. Here's everything that's new this month. Introducing Usage-Based Billing Reports
Business Day Logic Update: More Accurate Scheduling for Your Workflows
Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
How to add a filter
Hi Team, How can I set a filter like excel, instead of adding a new button.
A POS solution to complete the business solution for SME businesses
For such a long time one aspect of SME business completely ignored has been a suitable POS solution native to Zoho and integrated with all the usual and necessary applications such as Inventory, Books, Commerce and CRM. The first and generally only option
Zoho Form not synching with Zoho CRM in CRM email template
I have in the past successfully created an email template that has access to a Zoho Form in the url link to Forms in the email template. I am in the Contact Module of the CRM and I have created a Form for contacts and mapped the two. I am using the upsert
Bulk upload images and specifications to products
Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.
Schedule Timeout 5 minutes vs. stated 15 minutes
I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm
Coupon Codes and Cancelling Subscriptions
We have two Zoho One organizations, one we use for dev/testing. In Zoho Billing when we cancel a subscription, we are getting two different behaviors with regards to coupons. In one environment, the coupon is removed upon cancellation. In the other, the
Zoho Books | Product updates | April 2026
Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly
Journal Entries Do Not Show Multiple Entries to the Same Account
Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially
Email Opt Out Question
Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.
Bulk Writer Export
Pardon me if this has already been discussed (I can't find anything about it in these forums and my last attempt to start a thread seems to have failed). Is it possible to export more than one document at once? I would be really great to be able to burn OpenOffice.Org files of all my Zoho documents once a month to a CDR. If that feature is available/were created, this would be my main word processor. Without being able to do my own bulk backups I'm leery to count on Zoho's servers (which are robust
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