Projects Timesheets integration with Quickbooks
When will Zoho Projects Time-sheets be integrated with Quickbooks? This will make us move to Zoho for all business needs (except for Quickbooks)
Migration from Asana
I see a lot of migration options for Zoho Projects, but don't seem to see Asana. Is there no clear migration path without going manual or custom?
Power of Automation :: Streamline Task Sync from Zoho Projects to Zoho Mail.
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:-
Please cancel my trial / subscription
I’m doing a free trial of the Enterprise version. I’m trying to cancel it and make sure I won’t be charged a subscription. I can’t follow your help pages for this because I don’t get a sidebar with the details. I’ve wasted a lot of time trying to do this.
Power of Automation :: Automatically start / pause / stop timer on task status update.
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:-
How do I make a recurring subtask?
I have a user that has a monthly task with several subtasks. I can set the main task to monthly recurrence but I've been unable deter how to get the subtasks to transfer with the recurring task. Should I setup tasks with dependency instead?
Planned, actual and forecast hours
Hi there, I'm attempting to use Zoho to plan projects and time, but it's so confusing. I have two questions: Why, in the screen shot below, is my planned hours saying 8? I have assigned 8 work hours to the task, and I have logged 4 hours of actuals. I
Power of Automation :: SLA for Projects
Hello Everyone, In this post, we would like to highlight the feature "Time-Based Workflow Rules for Projects" Workflow rules help project managers organize tasks in a project by setting criteria and actions that meet the project requirements. Zoho Projects
Estimating Project Costs in Zoho Projects – Based on Hours and External Costs
Hi everyone, I'm currently setting up a project in Zoho Projects and working on implementing a budgeting structure. I’ve already enabled cost tracking based on hours logged to tasks, but I’m looking to expand this to estimate total actual costs, based
Zoho Projects API - Searching Projects by Custom Field
Hi How can I search all projects by a custom field? I can confirm that using the search_term parameter as documented here does not work for me: https://www.zoho.com/projects/help/rest-api/search-api.html#alink3 My search term is "22424", which corresponds
Max limit reached on Web Tabs for Zoho Projects
Hello, ByWater manages between 50-60 projects at a time, and we have been heavily utilizing the Web Tab feature. However, we just hit our maximum limit reached for web tabs. The main thing we use Web Tabs for is sharing a Google document with our partners
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.
Issue List Export
When viewing all Tasks, there are options to filter the list and export. With the Issue list, I can filter, but not export the list. Is there somewhere else to go to get an exported list of filtered issues?
HTML formatting in task comments
A few people have asked about using color-coding, bullet points, numbering, bolding, or italics in task comments. Is this a planned feature for the future?
Power of Automation :: Design your Ideal Task form with Task Layout Rules.
Hello Everyone, Use case:- One of our customers, who is managing their entire workflow in Zoho Projects wanted to dynamically display task fields based on the type of task being created. For instance, if a task falls under the "Shipment" category, only
Task List Workflow Rule
I'm having an issue when creating a workflow rule to notify customers by email of the project progress. I need the criteria to be TASK LIST STATUS not just task status. I don't want our customers getting too many email notifications throughout the project,
ZOHO Task deleted accidently
Hello team, Can you please help me with a deleted task that was created in general task list for one of my project. The task is very important to me as it was created by client. Please help me.
I dont see Timesheet configuration for my client
I dont see Timesheet configuration for my client
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...
Zoho Projects Roadshow, Australia & New Zealand - 2025
Dear Users, We are happy to announce the Zoho Projects Roadshows 2025 in Melbourne & Auckland. Our team will discuss industry specific solutions as well as help network with other participants. If you are an existing user of Zoho CRM, Zoho Books, or Zoho
Layout Rules Based on Task Owner
We are managing our entire workflow on Zoho Projects From Deal to Shipment to Receiving Payment Now there is one thing that I would like to the ability is to Show or Hide different fields based on Task Owner For example for Shipment Tasks I would like
Zoho Projects API fails to update integrated field
I would like to update via API a Projects' project custom field, which is an integrated_field with Zoho CRM Accounts module. I identified the custom field identifier via the GET custom fields info api call, as described here. The custom field has id "UDF_TEXT1".
Share Projects with Vendor Zoho Projects Portal
I have a vendor/reseller of my services. They private label my services. My portal is branded. Can an individual project be "shared" or the data sync with another portal? I believe that this can be done with CRM.
Create global project dashboard for all users
Would like to be able to create a custom dashboard for projects with certain widgets that are default for all new projects. right now, I have to modify each project dashboard per project per user. This is not practical.
TaskList at Bottom from API
When I create a taskList from API the TaskList is always At the Top, I need it to be at the bottom. How can I achieve that?
Fetch Project's Task by Name
Why is there no way to fetch a projects task by name? https://www.zoho.com/projects/help/rest-api/tasks-api.html#alink1 I have looked in the documentation but didn't find a way to fetch tasks by Task Name Am I missing something?
Power of Automation :: SLA for Tasks
Hello Everyone, In this 'Power of Automation' series, we are focusing on the feature "Time-Based Workflow Rules for Tasks." Workflow rules help project managers organize tasks in a project by setting criteria and actions that meet the project requirements.
Can you import projects into Zoho Projects yet?
I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects
Project Management Bulletin: Q1 2025
The first quarter of 2025 has flown by! Here at Zoho, we're pausing to appreciate all the goals we've hit so far. With this momentum in mind, we're excited to share our first edition of the Project Management Bulletin, where we'll discuss highlights from
Is there a way to add Expenses in a milestone or a task?
Hi, I have a project that one milestone is a lumpsump and another milestone is billable time and material. Is there a way to add a specific milestone or task when adding an expense in my project?
How can Outlook 365 link back into Zoho Projects so meetings and events in Outlook calendar show in Zoho?
We use Outlook 365 for our emails and diaries and have integrated Zoho Projects with Office 365. One challenge we face is getting Zoho Projects to recognise when we have meetings and events in Outlook and not allow project managers to assign tasks over that period. Is there a way to resolve this? Thanks
Zoho Projects - Quarterly Updates | Q1 2025
Hello Users, We would like to share the latest updates for this quarter. Here is a round-up of the features and enhancements we rolled out in Q1: Working with Zoho Projects data in Power BI? Integrate Zoho Projects to Power BI and sync module data (from
Boost your productivity :: Scheduled Time Log Reports
Hello Everyone, In this series of power of Automation, I would like to highlight a handy automation feature designed to make our life easier - Schedule export for time logs. With this feature, we can automate the export and delivery of timesheet reports
Custom fields wont add options
I've got a custom field in my projects template. Im trying to add another option but it wont let me. Is there a limit to how many options can be added?
Sorting task lists name
Could you please make the the task lists' name in move task function be alphabetically sorted? Thanks, -Jale
Web Tabs in Zoho Projects
Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, you
Zoho Projects API v3 - How to format filter critera in deluge
I'm trying to return the id of a client company in the Zoho Projects API using Zoho Flow and am running into issues about how I format critera in deluge. https://projects.zoho.com/api-docs#clients#get-clients I have several hundred Client Companies, and
Custom TaskList and Tasks creation based on project custom field
Hello, I'm trying to configure Zoho Project for a specific use. I have created a custom multiselection field in project template and I would like to create one tasklist with multiple tasks in it depending on the multiselection field on each project. For
Setting up Tasks without Due Dates or Durations
We have repetitive projects for each order we receive, and have set up a project template in ZP with tasks and dependencies so we make sure all team members complete all required work on the order, in the sequence needed. Nearly all of these tasks are pretty brief, and can be done within a day. However, with some of the tasks, we are waiting for information or paperwork from our customer, and this could take 1 day or 1 year or anything in between. Work on the order cannot proceed until we receive
Analyze Project Trends with Power BI Integration for Zoho Projects
Integrate Microsoft Power BI with Zoho Projects to sync project data, create reports, and analyze trends. This integration allows you to track key project metrics and share insights with your stakeholders. Managing multiple projects requires clear visibility
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