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 Projects API filter search?
Good day everyone, I am trying to grab all the projects that belong to a project group using the API. I got my group ID. I am already using some paramaters in my request to be able to grab more than 100 (yes we have a lot of projects). So trying to add
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).
Recurring Task Based on Completion Date Instead of Due Date
I noticed that future instances of a recurring task are based on the original due date of the task, rather than the actual completion date of the task. For example: Let's say we set a task to recur monthly. The original due date is March 15 2024, but
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
Tip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
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
Add Client Profile to Criteria in Zoho Projects Task Automation Workflow Rule
Add the ability to set a task owner criteria to a workflow rule in task automation, such that if the task owner is a client user i.e. not a specific client user. When you go to Settings > Task Automation > Workflow Rules to set up a workflow and add criteria
Change work hours per day for employees
Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.
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.
Upload An Attachment in Zoho Projects Task - API
Hello Team I am trying to upload an Attachment in Zoho Projects Task by the API but this is not working can you please check the code that I am missing in this? Sample Code PortalID = "725833080"; ProjectID = "1688514000000448005"; TaskID = "1688514000000558005";
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?
Able to change project on timelog entries
Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.
Constraints on Tasks
We have a use case where we have certain fixed date tasks and need to schedule predecessor tasks around these. Predecessor tasks need to be completed with a lag before the fixed date. We should be able to schedule the start and end date for predecessor
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 :: 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
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