【Zoho Projects】時間基準のワークフロールール

【Zoho Projects】時間基準のワークフロールール

Info
本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳したものです。

ユーザーの皆さま、こんにちは。コミュニティチームの中野です。

プロジェクト管理者は、タスクの締め切り管理、通知の送信、フォローアップなどに多くの時間を費やしています。
これらの作業を手動で行うと、負担が増すだけでなく、対応の遅れや漏れが発生する可能性もあります。
Zoho Projects のワークフロールール(時間基準の処理)は、こうした繰り返し行う作業を時間基準で自動化し、
SLAの遵守や、業務効率を向上させることに役立ちます。

時間基準のワークフロールールの設定方法

  1. 設定>自動化>ワークフロールール>Based on Date & Time を選択

  2. 実行タイミングを設定(例:遷移後5日後、午前9時)
  3. 処理を追加(例:タスク完了の通知メールを送信)



時間基準のワークフロールール活用例

1. プロジェクト完了後のフォローアップ
・プロジェクト完了日の7日後に、顧客へ「完了とアーカイブ」の通知を自動送信
・指定した日付・時間にアクションをスケジュールし、抜け漏れを防止
2. タスクの締め切り管理とリマインダー
・締め切りの3日前に担当者へ自動リマインド通知を送信
・期限を過ぎたタスクを自動でマネージャーへエスカレーション
・定期的なタスク(例:月次レポート作成)を、繰り返しアクションとして自動スケジュール
Zoho Projects の時間基準のワークフロールールを活用し、重要な業務に集中できる環境を整えましょう。

Alert
注意点
1、日付 & 時間に基づくワークフローは全てのレイアウトで作成できません。
完全なレイアウトをスケジュールするためのワークフローは個人のレイアウトでのみ選択できます。
ワークフロールールのスケジューリング用の日付アイテムを含む初期設定レイアウトも利用可能です。
2、 アーカイブされたプロジェクトが有効な状態に移動されると、ワークフロールールが再び適用され
終了後のカウントが残っている場所から再開します。

詳細は、ヘルプドキュメントを参照してください。
……………………………………………………………………………………………………
++Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか?++
Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。
興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。
※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。
コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします!



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ




                                ご検討中の方

                                  • Recent Topics

                                  • Temporarily rate limited due to IP reputation.

                                    We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster
                                  • SKUs for Invoices, POs, etc.

                                    It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is available
                                  • how to avoid duplicate customer

                                    How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.
                                  • Tags with spaces

                                    I imported notes from Evernote where tags can have spaces in them (for example "House Expenses" or "House Improvements". The import worked fine. Now I want to add a new note and assign it a tag. As soon as I type "House" followed by the space I get a
                                  • RSC Connectivity Linkedin Recruiter RPS

                                    It seems there's a bit of a push from Linkedin Talent Solutions to keep integrations moving. My Account Manager confirmed that Zoho Recruit is a Certified Linkedin Linkedin Partner but does not have RSC as of yet., (we knew that :-) She encouraged me
                                  • im facing issue on generate the Estimate price

                                    i couldn't understand what is the issue , i cant generate Estimate price where is the issue
                                  • cannot be able to add user

                                    Dear team I tried to add a new user for sales team, but after entering the OTP its showing error message cannot add now
                                  • Changing an existing item to different accounts & inventory-tracked

                                    Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business process
                                  • How do I edit the Calendar Invite notifications for Interviews in Recruit?

                                    I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent
                                  • big 5 accounts

                                    how do you find what accounts are listed as Big 5 ?
                                  • Zoho recruit's blueprint configuration is not functioning as mapped

                                    Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client
                                  • Actual vs Minimum

                                    Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the
                                  • Delay in rendering Zoho Recruit - Careers in the ZappyWorks

                                    I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'm
                                  • favorites no longer listed

                                    Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!
                                  • How to add interviews through API

                                    I'm trying to add an interview without much luck. The documentation gives examples of adding just about everything except an interview. However, the issue might be the way I'm formatting it, because the documentation is unclear to me. It seems as if the xml should be passed in the url, which seems unusual. I've tried the data as both plain and character escaped, but nothing seems to work, nor do I even get an error response. https://recruit.zoho.com/recruit/private/xml/Interviews/addRecords?authtoken=***&scope=recruitapi&version=2&xmlData=<Interviews> <row
                                  • Offer already made- but I withdrew it

                                    I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I've
                                  • Control the precision of answer bot responses

                                    Hello everyone, Admins can control the precision with which the Answer bot analyzes and generates a response by adjusting the threshold levels. Based on predefined threshold values, Zia analyzes how closely the query matches with the available KB articles.
                                  • Rebrand your CRM with the all-new custom domain mapping setup

                                    UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated
                                  • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

                                    Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
                                  • Sender Email ID is duplicate

                                    My sender id "automate@erplaunchpad.com" is coming as duplicate but I have not used it anywhere else please help
                                  • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                    Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                  • Building Toppings #6 - Install and uninstall actions

                                    Hello Biginners! In our previous forum post, we explored creating connections - specifically, custom service connections in the Bigin Developer Console. In this post, we'll focus on another feature that can be used in every topping: install actions. We'll
                                  • New UI in Zoho One CRM

                                    Hello, Just switched to the new UI for Zoho One CRM, do not like it, especially the search functions. What are the steps to backstep to the previous UI? UPDATE: I found it.
                                  • App like Miro

                                    Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.
                                  • Important updates to your connectors

                                    Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the
                                  • How Do Mutliple Sales People Prospect in the "LEADS" module without calling the same leads?

                                    We have 4 sales reps and the Leads module does not have real time intuitive knowlodge to make the sales rteps dont call the same people at the same time. How can we crate a fluent prospecting sytem where the salres reps can go out bound without calling
                                  • Keeping track of project expenses

                                    I have talked to a few support techs and it is very hard for me to believe that Zoho's project accounting software can't keep accounts for my projects. I must not understand what they're saying. We get a contract to build something. So the project revenue
                                  • Mailbox delegation - A secure way to enable collaboration

                                    Admins often encounter scenarios where a user needs another team member to access and manage their mailbox during extended leave, role transitions, or while handling high email volumes. In such situations, ensuring business continuity without sharing
                                  • Canvas View bug

                                    I would like to report a bug. When clone a canvas view from an existing canvas view, if the original canvas view have canvas button with client script. Then the new create canvas view will have canvas button, it is make sense. But when I try to delete
                                  • Export blueprint as a high-resolution PDF or image file

                                    This would be a good feature for organizations that want to share the blueprint process with their employees but don't want them to have access to the blueprint in the system settings. At the moment all that users can do is screenshot the blueprint or
                                  • Zoho Recruit Community Meetup - London 🇬🇧 (Venue Finalised)

                                    Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionable
                                  • Is Zoho down today?

                                    I can't do a single thing. I tried changing some views and reports and got "undefined" - then I tried editing a form, got "undefined' - started a new form and can't add any fields as when I drag and drop it also says "undefined." What is going on? HELP.
                                  • 【参加無料】東京 Zoho ユーザ交流会 NEXUS ー AI エージェント (Zia Agents)の活用事例 / CRMで実現するマーケティング業務効率化

                                    ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月27日(金)に東京、新橋で「東京 Zoho ユーザー交流会 NEXUS」を開催します! ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ✒️申し込みはこちらから:https://www.zohomeetups.com/tokyo2026vol1#/?affl=communityforumpost2 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ★参加のおすすめポイント ✅ AIエージェント(Zia)のリアルに使える実例を知る
                                  • ZOHO.CRM.UI.Record.open not working properly

                                    I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",
                                  • Python - code studio

                                    Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
                                  • 🚀 WorkDrive 6.0 (Phase 1): Empowering Teams with Content Intelligence, Automation, Accessibility, and Control

                                    Hello, everyone! WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security,
                                  • Introducing Workqueue: your all-in-one view to manage daily work

                                    Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
                                  • Support Custom Background in Zoho Cliq Video Calls and Meetings

                                    Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the video background capabilities in Zoho Cliq, specifically the ability to upload and use custom backgrounds. Current Limitation At present, Zoho Cliq allows
                                  • Upload own Background Image and set Camera to 16:9

                                    Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where
                                  • ISO 27001 Compliance

                                    What are people doing to ensure ISO 27001 compliance for their Zoho environments? It would make sense for Log360 Cloud to integrate natively with the Zoho suite, but that is not the case. It requires a gateway cluster, which is not an option for a fully
                                  • Next Page