Project template after project creation
How can I apply a project template AFTER the project has been created?How do mass change start date and end date?
You can mass do everything else, so maybe I'm missing something. But if I have a bunch of tasks and want to assign multiple tasks within a date set, how do I do that without doing them one by one?Showing employee skill sets
Hi, We're new to Zoho projects and quite liking it so far. I was wondering if theres a way to include a users skills somewhere in their profile, such that when you go to "Users" in a project, you can see who they are and what they do (I.e. devloper, Python, Drupal, ETC). Thanks! MikeHow do I add a project template to a pre-existing project?
Help....How do I add a project template to a pre-existing project? Right now I have to delete the old project, make a new one and add the project template at the time of creating the new project.Associate Teams with a Group in Zoho Projects
Hi, Analysing the table Groups in Zoho Projects I noticed that there is a field named Associated Teams and I would like to know if is possible to link a Team with a existing group. If possible, how can i do that as I didn't find a way to access the fieldusing projects for business coaching
has anyone set up projects for coaching clients? Ideally, I want to be able to give my clients a log in to a portal where they can update goals, tasks etc.Notify client users via email of project progress
Hello, I wanted to be able to send automatic EMAIL ntoifications to clients about the progress of their work based on when a task or milestone is completed for a client's project. How do I do this. I noticed Bug has the ability to email, but i don't think i want to send out bug notices. And No, I don't want to have to update the feeds for hundreds of clients either.Select multiple tasks to mark complete
I am trying to find a way to select multiple tasks to mark complete. Is there a way to do this? It seems like a common function but I can not see where it is available.Custom Fields in Milestones?
Very happy to see the new roll-out of custom fields for tasks! VERY useful for us!! That being said, we'd really like to see custom fields added to milestones as well. Here's our use case example: We use milestones to trigger billing, i.e. when all the tasks/tasklists associated with the milestone are complete, the milestone is closed and that triggers an invoice that goes out to clients for the work that we've done We would appreciate a field in the milestone that we could use to indicate the totalCopy a project template?
How can I easily copy a project template into a similar template? We have many projects that will be similar and only different in slight ways. We'd like to set up a template for each without having to recreate each one. Can't I just copy one project template and then change the copy as desired?Kanban View is not showing other than 1st Level tasks - is there a way to set this to show all levels?
Our manager has created complex task lists with multiple levels. As a result, most of the Tasks are not showing in the kanban view. Only the top level task in each list. How can we have Kanban view show all of the levels - so we can manage individual tasks?Disable Email Notifications
How can I disable email notifications for other/all users? Right now, I see where I can disable notifications for myself - how can I do this for those whom I assign tasks so that their inboxes are not constantly inundated with every single update that I make? Many thanks, NanaCan I delete multiple tasks at once?
Can I delete multiple tasks at once?Creating Zoho project when a deal is won
Hi all, I have used the below to create a new project in Zoho Projects when a deal is closed won in Zoho CRM. createMap = Map(); createMap.put("name",ProjName + " " + "AML/CFT audit"); createMap.put("description",Description); createMap.put("start_date",startdate.subWeek(1).toString("MM-dd-yyyy")); createMap.put("end_date",enddate.addWeek(3).toString("MM-dd-yyyy")); createMap.put("template_id",TemplateID); createMap.put("layout_id",LayoutID); createMap.put("public","yes"); createMap.put("owner_id",UserID);How I can move folders with documents from project to project
We need move files from project to another project. How I can do this?Adding multiple tasks at once
Is there a way of sending multiple task to a project from the template rather than adding them separately. Additionally, when a project template is created can you add tasks to that template? RegardsOverdue open tasks that are changed to future dates and updated are still showing as overdue.
Has anyone experienced an incorrect update for overdue tasks in Zoho Projects? When a manager changes the due date on an open task that HAD been overdue the task still shows as overdue, even though the actual due date is now “on time” or in the future. Thank you for any input!Attachinga a file to a bug
I'm trying to make an import from our bugtraker to zoho... What I'm missing is hou to use the uploaddoc field in the create bug api! https://www.zoho.com/projects/help/rest-api/bugs-api.html#alink3 How can I associate a file to a bug? I cannot find this also inthe wrapper: https://help.zoho.com/portal/en/community/topic/zoho-projects-rest-api-wrappers edit: What I'm using now is pythonChat/Calendar function in Zoho Projects Mobile
Where are they? I get that you can import the Calendar through the URL, but it isn't automatically updating for me, and the whole experience has left me angry and frustrated.Any plans of Zapier integration?
The CRM already does this. If projects did, it would be huge!!! https://zapier.com/developer/Importing from Jira?
I'm considering Zoho Projects, however our current project is in Jira and I need a way to import our existing issues (there's about 3000). Do you support a way to import either from Jira or via CSV. Unfortunately my searching seems to suggest not.Forum text being cut off by right sidebar -- cannot read or write forum posts
Hello! In Projects > Forums, when I access any discussion topic, the text area is cut-off by the right sidebar. I can only read about half the width of the text box, when I am reading, or composing a post. This happens in both Chrome and Firefox (the only 2 I use). I'm using a high-res display (Surface Pro 3). Like many Windows 8.x users on a high-res display, I set the Windows options: Settings > Personalization > Display > "Change size of all items" = [highest slider position] (otherwise all textCreating a task with duration in hours per day
Hi Team, I am using zoho project for project management. In my organization there can be multiple projects running simultaneously. Also one employee can be work on two or more project. Now I want to assign one employee to two projects by dividing his one days work in 4 hours for one project and another 4 hours for second project. There is no provision for assigning task as above mentioned way. When I assign more than one task to one employee, my resource allocation graph is showing my employee isLetters in Comment
When typing small i in comment it shows small l please Fix this ErrorWhy the person that submits a bug is not allowed to change the bug's status?
As team members (testers) are reporting bugs and assign them to developers, the reporters should be able to confirm that the bug was fixed and close the bug. It seems that this is not possible though.Timesheet approval
Hi, i have a question about the timesheet approval settings. We enabled 'submit with approval' in the tab 'Timesheet approval process'. Only there is no notification, 'status button' or 'approve timesheet button' popping up. Can you help me out with that? Thanks in advance. Kind regards, Werner MoisonPortuguese Translation incomplete / UFT8 errros
Translation incomplete Task -> Tarefa Today's Tasks -> Tarefas de Hoje Delayed Tasks -> Tarefas adiadas Upcoming Tasks -> Próximas Tarefas This Week Tasks -> Tarefas da semana This Month Tasks -> Tarefas do Mês UTF8 errors Todas as Ligações ->Todas as Ligações Ligações Recentemente Visitadas -> Ligações recentemente visitadas Ligações Favoritas -> Ligações Favoritas Best Regards FranciscoTypo in Email Template - join conversation
Hi Guys, Now this is only a little thing, but I think there's a typo in the notification for people inviting to join the conversation. I have received a few emails now that follow this form: XXXXXX has invited to join the conversation YYYYYYY. To me, this doesn't read good English - it should be: XXXXXX has invited YYYYYYYY to join the conversation ZZZZZZZ. It's in the subject and content. Thanks, AlanTasks dependencies
Is it possible to create tasks dependencies in projects templates?Delete events in project
How can I delete an event in Projects? When I open the event in the calendar, there is no option for deleting or remove. Also, is there anyway to associate an event with a task list? Ex: a meeting to discuss something in that task list?Cant Open the xls file upload from my gmail
I am using the free version of projects. I tried to export my task lists for a project into a .xls and .csv file. I received the links via email, however get an error window when I try to open these links. Any suggestions? Thanks, JaredTemplates save tasks out of order
Hey, When I create a task list, and then click to make it available as a template, often the tasks in the template are not in the same order as the task list from which I created the template. Occasionally deleting the template, going into the original task list, reordering (by dragging things around and then back to the original order) solves the issue...but more often than not it does NOT solve the issue. Can anyone offer suggestions as to why this is, and ho to fix it? Thanks!Google Drive link not open office file
Hello support We link some file to zoho proyect, but when open the link the google drive say "file not found". This only affect .doc, xls for now, we not have problem with TXT or JPG. ThanksTimeSheet
when you export the time sheet teh date field is not migrated as Date so it is uselss in Zoho Reports or any other pivot you are trying to use to play with the dataViewing task on Mobile interface
Is there a way to view all of my tasks across all projects on the mobile app or mobile web view? Is there a way to view everyone's tasks for a specific job on the mobile app or mobile web view?Inline editing for tasks
In the new 4.0 version of projects it doesn't seem that you can schedule "in-line" when you are in the tasks view. You have to open the properties window for each and every task/sub-task to add a date. The older version allowed for editing dates, assignments, etc. in both views. This change is cumbersome and increases the time that it takes to create a schedule. Can this feature be added to the new 4.0 version as well?Task List Views - How can it be achieved?
Hi all, My organisation is currently using Zoho projects to keep external workers on track. One of the chief concerns with outsourced work is they now what they're doing and you know what they're doing. MY question arises out of the task list views. The issue is that tasks for single projects can be viewed in either 'Classic View', 'Plain View', and 'Kanban View' which are all very helpful. However, when you try to view a workers tasks across all project it only arranges them by due date with a coupleBug API documentation for "How to get list of all bug severity values in a project?" is incorrect
Documentation is the same as for getting project statuses.How do I access the attachment to a Bug?
Bug Api works great, Thanks! Now, how do I access the attachments associated with a bug? Thanks, MikeIs there an API for creating Zoho Projects Bugs?
I don't see any documentation for submitting bugs into Zoho Projects - http://www.zoho.com/projects/developers/zohoprojectsapi.html. Is this feature available?Next Page
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When a project is marked as Completed, it might still have open tasks such as recurring tasks that were not marked as complete, tasks that are no longer relevant, or tasks that no longer need attention after closure. To ensure the project reflects itsIntroducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Update on V2 API End-of-Life Timeline
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Zoho Projects - Email Notifications for Feed Updates
Hi Projects Team, I'm working with a client who wants a simple way to communicate with their customers on projects. Getting the customer to add comments to Tasks or Bug records is not ideal, as we need a way which is easy with minimal training, and hasZoho Projects - Project Details on the Project Menu
Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.Zoho Projects API Scope for Issue Attachments
I try to download issue attachments via the API, unfortunately I always get the following error code when trying to download the file from the supplied URL: {"ERROR_MESSAGE":"INVALID_OAUTHSCOPE","ERROR_CODE":401} indicating an auth scope error. I've triedZoho Projects - Update Feed via API
Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank youZoho Projects - Reply by email to @ mentions posted on the Feed.
When mentioning someone on the Feed (Status), it would be great if that mentioned person could reply to the email notification to update the Feed thread.
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Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happyAutomation Series: Auto-update Phase Status
Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate yourAutomate Timesheet Approvals with Multi-level Approval Rules
Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated toAccessibility Spotlight Series - 1
Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective
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