Planning non-staff costs
What is the intended method for planning non-staff costs such as travel disbursements etc.? I can link zoho projects to zoho expenses, but that only tracks expenses once they've occured. We have projects with significant travel costs that I need to planReorder Subtasks within a Task List Template
Love having Task List Templates! They are a great way for us to embed our Standard Operating Procedures within Projects. Use Case: We try to make the order of our tasks and subtasks represent the order in which tasks should be done. I have a situation where we need to add a subtask to an existing Task List. When I do, the subtask is added to the end of the list of subtasks. However, I need to reorder my subtasks so that it's higher in the list instead of at the bottom. I do not see a way of doingView all Tags
I swear there was a way to view all tags being used in every project rather than clicking on the dashboard of a certain project to view what tags are being used. The wiki (https://help.zoho.com/portal/en/kb/projects/settings-in-zoho-projects/portal-configuration/articles/tags-projects)Power of Automation :: Automatic creation of the team in a project based on the selected project group.
Hello Everyone, A custom function is a software code that can be used to automate a process and this allow you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateAbout the project webhook
When the latest comment is added to the comment field of a task, it is posted by the webhook and handled by the CRM function function so that cliq is notified to the user. However, if the number of characters in the comment is 361, it will not be notified,Remove Due Date Time
I'm trying to remove the time on the due dates. Is this possible? We don't need it to be an exact time. We have people getting labeled "late" for marking something complete at 8 pm instead of 5 pm. We don't care about time. Just needs to be done thatSilent Mode?
It would be nice to have a "silent mode" for project managers that would mute notifications to users when initially setting up a project or making many changes all at once. Is this possible?Task view that allows me to edit the project details
Out team like to be able to create a Task View that also allows them to edit the Project Level Details. In the interest of minimizing clicks, it would be great to be able to see a task view (filterable by the task status) that would also display and allowPower of Automation - Automatically activate the Roll up functionality whenever a project is created
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically activate the Roll up functionality whenever a project is created Here is the code forSet Reoccuring Tasks in a Project Template
Hi There I have two questions that relate to making tasks re-occuring. 1. Is it possible to set tasks as re-occurring in a project template? 2. Is it possible to check box more then one task at a time to make them re-occuring on a project? We have several customers with the same packages that we use a template for when setting up their project - to be able to have all the tasks already set to re-occur would be a time saver. It takes quite a long time to go into each task to make it re-occuringHow to generate report from project milestones
Dear Concerns, Regarding to Zoho Project, I currently use milestone to plan the key activities with expected revenue. I would like to generate report to see revenue forecast base on milestone date and revenue. please suggest how to create that reportTimesheet Lock Module and Request to Unlock Module
Dear Zoho Team, I have Product Designer and I have many times used to zoho project applicaiton. I have here to idea share about Timesheet Lock Module and Request to Unlock Module. Many people fill timesheets daily but do you realize that back timesheetsWeb Tab - Zoho Projects - Android
Hello, everyone! In the latest Android update (v3.8.11) of the Zoho Projects mobile app, we have brought in support for Web tabs. What are Web Tabs? Web Tabs essentially allow you to integrate web pages or applications directly into Zoho Projects usingTime Log User Restriction - preventing time logging on specific tasks by anyone
Hi, I've only recently discovered the "Time log user restriction" feature in Zoho projects, and it appears like it will solve some big problems for us, but it isn't quite working: If i restrict time logging to either "task and issue owners" or "associatedSetting up hierarchy at client company level
Hi, I'm struggling to get my head around what (IMHO) should be a really simple part of Zoho Projects, the ability to view things at a Client Company level. My employer regularly runs multiple, multi year projects for our clients and would need to seePower of Automation :: Automatic removal of the associated team folder once the Project is Archived.
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:-Building extensions #8: Improve and enhance user experience with modal boxes
Modal box - What is it and where can you use it? A modal box is a user interface pop-up window or dialog box that appears over the currently active UI screen. When prompted, the modal box deactivates all other page content until the user closes it. TheAPI to retrieve Comment from Project Dashboard
Is there any API for doing that? Comments from this page https://projects.zoho.com/portal/[portal_id]#dashboard/[project_id]/commentProjects and Timesheet grouping
Hi, I'm using Projects and the timesheets to track my employees work time on the different customer projects they're working on. To get an overview, I go to "Home" -> "My Timesheet" and select "Group by user". While I can select a time range through the filter function, I can only get a global view in the list view. 3 questions on this: Is it possible to get a grid view which creates a similar overview over all projects? Is it possible to get a more "condensed" view in the list view? Currently, thereSet Work Hours, Track Progress, and Manage Resources
Multi-tasking is the norm of the day and not all tasks are the same. Some tasks require more time and effort than others. But how do you set and track the time a resource spends on a task? Set Work Hours Zoho Projects lets you set work hours for individual tasks. Work is calculated based on your organization's business hours. • work hours per day - number of hours to be spent on a task each day • work % per day - percentage of business hours allotted for the task in a dayHow do I combine/merge two Zoho Projects into one project?
Hi, How do I combine/merge two Zoho projects into one project? Thanks, JeffAutomatic task status update when timer has started or Vice a versa
We want to start the timer when the task status has changed from Open to RUNNING. In order to keep the track time logs automatic. And when the task status is updated to CLOSED we want to stop the timer. This will give the accurate log of timer. With current flow we have to go and click on several places to achieve the above. Also, at the time of task status update. The current time should get noted to someplace. Which can then be used in reporting. Rather than just an activity log. The similarFilter Due Date on Zoho projects using API
Hey team, How can I filter the due dates for the ticket/bugs in my zoho projects using API calls in POSTMAN ? For example : I want to fetch all the tickets/bugs whose due date was yesterday or today .Power of Automation :: Monthly auto-creation of the project and its entities using the dates of the current month
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 automateTasklist Templates - Dependencies
Is it possible to define dependencies in tasklist templates? I know it is possible to define dependencies in project templates, but is it possible on a tasklist template? We have projects which are build up of different tasklists and I can't create project templates for all of them as the variation is too large for that. But if we can do that on a tasklist template level, that would work. Thanks!Blueprints
Hello, I created blueprints for a project template. I associated those blueprints to that template so that every time someone uses the template for a new project they are applied immediately, but when I create a new project based on the template, theAuto-update the Successor Task Status.
Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successorRecurring Milestones
We have monthly recurring services we offer, and I need to track our budgeted vs actual hours spent. I've found budget tracking via milestone hours very useful on our non-recurring projects or services offerings, and I would like to use the same featureShifting task successor when predecessor finishes early
How do you shift a successor task earlier if the predecessor task finishes earlier than it's due date? If I attempt this I get the following error message:Blueprints in a project template
Hello, I created plans for a project template. I associated those plans to that template so that every time someone uses the template for a new project they are applied immediately, but when I create a new project based on the template, the plans areThumbnail and In-App Document Previewer - Projects
Hello Zoho Projects Users! In the most recent iOS update(v3.7.12) of the Zoho Projects mobile app, we have included support for the 'Thumbnail and In-App Document Previewer'. With this enhancement, you can now conveniently view thumbnails and previewZoho Projects and Email Integration
Like Basecamp, is there a way in Zoho Projects to integrate email communication into the project? A lot of our collaboration and communication happens on emails, especially with clients. If there is a way to forward this for archival, storage and search into specific projects it will be very useful.Anyone use Zoho Projects for goals setting?
My manager is looking to reduce the number of tools he has to use to see everyone's scope of work. He's wondering if anyone has used Zoho Projects to track individual performance goals? I set up a 2024 Goals project with each person as a Milestone, andTimesheet entries not showing for archived projects
Not sure if this is a bug or feature, but when we archive a project the timesheet entries no longer show. We like to keep our active projects list short so this is kind of annoying when viewing timesheets and a lot of the time logged doesn't show.Create Web Tab for Zoho Tables?
Is this possible? I tried just copying the permalink to my Zoho Tables Base. But, that doesn't work.how to update comment through api?
On http://www.zoho.com/projects/developers/forums-api.html there is no description of method to update comment. Is it possible to update comment and there is missing documentation on that page or there is no such functionality in API?Zoho freezes in any broswer
Has anyone experience an issue with Zoho freezing the browser (IE, Chrome, Firefox) because of a script running? in IE I get the option to stop the script, but it just freezes again and I am not able to do anything. We are evaluating the product at the moment, so resolving this is curtail. Thank youUsing Self Client to Use Projects API
I registered self-client in the app registration. However, I saw in the steps to request authorization that I need a redirect_uri. Using self client, I don't have a request_uri. Is there a way to use self client and use projects API? Based on my research,Collaborate Visually with Whiteboard in Zoho Projects
Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivityAbility to see Events in Resource Utilization charts
Events don't show up in Resource Utilization charts, such as Reports and Gantt Charts, Resource Utilization. So when scheduling resources, if someone is scheduled for an event it doesn't show up so it appears they are available when they are not. I think Events should show up on Resource Utilization, same as they do on Calendar.Next Page
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Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatPower of Automation::Streamline log hours to work hours upon task completion.
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:-Zoho Projects Android app update - Access subtasks on the task listing screen
Hello everyone! In the latest Android version(v3.9.22) of the Zoho Projects app, we have brought in support to display the subtasks on the List view of tasks, within the Projects and Home module as well. Please update the app to the latest version directlyPower of Automation :: Invoice your timelogs automatically once the tasks are completed
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 automateZoho Projects - Add time logs in Offline mode
Hello everyone! We are excited to introduce offline support to add time logs within the Zoho Projects mobile app. The time logs added in the offline mode will have an 'Yet to Sync' indication. Once you are online, the time logs will be synced automatically.
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Zoho Project API search?
Good day, i would like to search our entire portal for a task using the API. We have over 20k tasks so I dont to search for all tasks and then do a for each as it would take way to long and also would need to go over the limit of 200 records per query.Zoho Projects Currency fields in Deluge script
I have several functions I've written in Zoho Projects that take one or more currency fields as input parameters (arguments). These functions have been working just fine for months, and I made no changes to any of them. Today (Jan 21, 2025) I noticedUnable to add custom fields as columns in projects table
We have new products set up as projects, with the project name being the SKU. And then a custom field in this project template is the name of the product. I need a way to show the name of the product as well as the project name (SKU) and I am reluctantWhy are these pages marked "restricted"?
Access is denied with these pages saying "Sorry, this page is restricted". Why? https://help.zoho.com/portal/en/kb/projects/tasks/task-operations7-0/articles/log-hours-for-tasks-old https://help.zoho.com/portal/en/kb/projects/tasks/task-roll-up-7-0/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
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Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions thatOrganize and Clone Task Custom Views
We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:Zoho Projects Roadshow, USA - 2024
Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutionsProject Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and serviceTip 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
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