custom_date field for timesheets
Hello everyone, I would appriciate it a lot if someone can help me solve this issue, the custom_date field is not working for me and I always get the following error: {'error': {'code': 6831, 'message': 'Input Parameter Missing'}} and I always encode
Power of Automation: Automating Task closure when associated Issues are resolved.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Projects and google maps
Is there a way to integrate google maps in zoho projects? I would like to show a map of a custom field address within the project. So that we can view that address within the project. Also even a better step would be to be able to create custom my maps
Adding Custom formula field to a project
I've submitted a request to Zoho on this, but am wondering if anyone has a solution that is already workable. I want to be able to add custom formulas to a Project. I know I currently can add a formula field to a Task layout, but I don't currently have
Zoho Books and Projects invoicing integration and Zoho CRM
***DISCLAIMER*** I will be posting this in Books, Projects and CRM to get the relevant answers from each team. If this is not required please delete whichever post suits. Hi, I have been working on the Zoho Books and Projects integration and following some of the guidelines after discussing with a member of the Zoho Books team https://www.zoho.com/au/books/help/integrations/projects-integration.html https://www.zoho.com/projects/help/invoices-expenses.html And I have noticed the following: 1) Customers
Importing Project template from another organisation
Hi, For one organisation I need to copy a Project template I built for another organisation. The current template uses about 20 fields for the project details, a list of about 50 tasks, and a set of 4 tabs. There are 2 automations also linked to new projects
Power of Automation :: Automatically sync the Timesheets with Zoho Creator
Hello Everyone, 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. Lets consider the below use case
Private Project
Hi, I would like to know if a user can create a Private project that only he's able to see it. Not even the ADMIN user. Thanks
What information is rolled up to milestones?
Hello, I have a question about the roll up feature. I understand from the knowledge base that most information should roll up from sub tasks to tasks, from tasks to task lists and then from task lists to milestones. Data like the task duration, the start
How do I delete a Portal in Projects?
How do I delete a Portal in Projects?
Power of Automation:: Automatically update the work hours of a task when the status is changed
Hello Everyone, 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
Update Task API Limit Issue
I am running into issues with the API limit for update task in Zoho Projects. In a typical Project, we have 120-130 Tasks and I would like a field change made to the Project to propagate down to all Tasks that belong to the Project. (In this case "Territory).
Set specific date on recurring tasks
Hi, I'd just like to know if it is possible to set specific date for recurring tasks ona premium account. Your prompt response on this would be highly appreciated. Thanks!
Power of Automation: Streamline auto status update for Tasks from Zoho Projects to Zoho Desk.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Working with Merged Fields (Sorting and Adding Fields not present)
Hello, I'm working on a couple of issues. Firstly, I created a table that uses a group merge field and merge fields. This works with the exception that the tasks are not in order according to their actual order :) I've provided a snippet of how it's ordered
Users module revamp - Zoho Projects Android app update
Hello everyone! We are excited to announce the revamp of the Users module on the Zoho Project Android app. Here are some of the new features and updates: 1. Sheet view on the Users module You can now access the essential user information at a glance,
Projects API GET associated tasks
I have trouble with the request to the following endpoint: https://www.zoho.com/projects/help/rest-api/bugs-api.html#alink9 For a correct portalID, projectID and bugID (id_string) I get the following response from the server: This looks nothing like the
Zoho Projects API Milestones "My Milestones" JSON Array?
Hi When getting "My Milestones", the request parameters for project_ids and status need to be a "JSON Array". What is the correct format for this parameter? Could you please provide working examples? All I get is "Invalid JSON syntax" or no response every
Getting Project Template List using the REST API
I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates
Can't see team folder to associate with project
Hello, I want to associate a folder in WorkDrive Team Folders (a subfolder in fact) with a project, but when I click on associate workdrive folder, I don't see anything at all. I've tried the following: I followed the workdrive integration article, but
Types of Zoho Projects Users
When managing your Zoho Projects Subsription to add "users", there are 5 options: Additional Users Client Users Add-On Support Add-on Readonly Users Add-On Resources Add-On No where that I have found clearly describes the differences between these 5 types
Zoho Projects App Inaccessible for Over 5 Days
For over five days, I have been unable to access the application, and despite reaching out to Zoho support, the problem remains unresolved. Ticket ## 107098157 ## This situation has significantly impacted my productivity, as I rely on the app for managing
How to improve the translation of supported languages?
Hello, some of the translated words or phrases are incorrect or do not make sense in context, in particular I am referring to Zoho Projects in Spanish. Is it possible to access the files that map the translation in order to adapt it locally? Thanks in
In app audio, video player - Zoho Projects Android app update
In the most recent Zoho Projects Android app update, we have introduced the in app audio and video player for the Zoho WorkDrive storage type as well. You can now access the audio and video files on the app without being redirected to Zoho WorkDrive.
Gantt Chart Colors
Hi, my team really would like to stick with Zoho Projects but one of the simplest yet more annoying functions that should be able to be selected by a project team or individual are the gantt chart colors (legend). Right now, the colors are blue shades for tasks and orange shades for subtasks. My team leads really want to have these changed to their specifications since it's hard to determine things at a glance. When can this feature be available?
Power of Automation :: Automatically create a tag and associate it to all the tasks in a project
Hello Everyone, 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
Move Tasks outside of Task Lists
Hello, I am new to Zoho Projects so learnign its features. I created a Task List with Tasks and Subtasks within that Task List. Using Standard project>IT Support project Questions for the groups: 1. Is there a way to have Tasks reside separately to/outside
trigger a blueprint transition
is there a way to trigger a transition to happen automatically? ie, if i update a field from NO to YES, then the blueprint will automatically transition to the next status, along with automatically update a few fields. or if not, is there a way to bulk change blueprint transition among multiple tasks?
Overdue Tasks accounted for in workload reports
Hello I have a question: If a team member did not complete a task in time, it will show as overdue. I'd like to know if there's a way for this overdue task to be counted as part of the workload report for the next period, without having to change the
Disable Project Data Export
Is there a way to disable a user's or group's ability to export project data? I want to prevent users from exporting project data at all. It looks like you can prevent users from exporting analytics reports data, but when I look in the projects module
Power of Automation :: Automatically update completed project status on Task 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. Requirement:-
Is it possible to set a Project's layout through the API?
Hey all, I've looked at the documentation regarding the question at: www.zoho.com/projects/help/rest-api/projects-api.html All I can find are ways to read the layouts for the projects through the API, but I need to set the default one to something other
Zoho Project - Report showing 24h avability
Hello, I'm trying to standardize how our projects works and working with defining the workload but some some reason all of my staff seems to be available 24/7 and i absolutely can't find the option to change this. Where would that option be?
How to use milestones and task lists effectively
I am trying to use Zoho Projects for my development process. My goal is to manage project status and provide reports to the customer. I am developing an app (2 apps to be precise: 1 for Android and 1 for iOS) I originally thought my milestones would be: 1. Analysis and Design 2, Android Development 3. iOS Development 4. Web Console Development 5. Quality Control 6. Deployment But then I needed a tasklist before I created a task so it was sort of duplicated with tasklists being a superfluos duplicate
Power of Automation: Streamline Deal creation in Zoho CRM automatically when a Project is created in Zoho Projects.
Hello Everyone, Here we are again with another requirement that was fulfilled utilizing the Project Custom Functions. A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger
Custom fields for Bugs module - Zoho Projects iOS app update
In the latest version(v3.8.11) of the Zoho Projects mobile app we have covered the following features: 1. Supported all the custom fields of the Bugs module. 2. We have now added the project’s name next to items(Tasks, Issues, Milestones and Events) within
Requirements using Zoho Projects
Is there a seperate Zoho application for Requirements (Requirements Repository) or a way to use Zoho Projects to store, track and organize software requirements
ZohoProjects - Date format
We are a global consulting company with offices in the UK and US. As such, there are different requirements for date format dependent upon location. ZohoProjects only allows a single date format across all projects. Is it possible to have the date format
How to map a contact from CRM to an "integrated field" in Projects with a function?
Hi! I have CRM and Projects integrated, and a function that creates a project automatically when a deal is modified in CRM. The function maps several fields from the CRM to Projects. I was wondering how to map the contact related to the Deal to an "integrated
Zoho Projects iOS app update
In the most recent Zoho Projects iOS app update, we have supported the milestone owner field layout customization within the milestone add/edit form. Now, you can add a milestone without assigning it to an owner if the owner field is set as non-mandatory.
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