Project Status Sort Order alphabetical instead of chronological
Shouldn't Project Status sort order follow the custom order created in the Layout settings? Am I doing something wrong?Project End Date
My company works on accounting, and as such we work on very strict deadlines for projects. We have generated both task and project templates for each type of project without any "durations" or "start after", as the only important thing for us is the specificCompact View in Zoho Projects Calendar
Currently, when more than three tasks are scheduled for the same day, we need to click on the "+" sign to view additional tasks. This setup poses a significant issue, particularly when exporting the calendar to a PDF format. Not all tasks for a givenRecover a Task List that was deleted by deleting a 'Milestore'
Hello. I am guessing you can't recover this, but i need to ask anyway, as its a project that is set to launch in a week and we have lost months of work and documentation. I deleted a 'Milestore' that was created long ago, but was associated to main Task List. I didn't realize my main task list would be deleted ( figured it meant a task list associated to the milestone ) Can this be recovered? I can provide better details.. i have to think this is still in your database? Please! thanks danielBuilding extensions #3: Publishing, sharing, and installing an extension
The primary objective of developing an extension is to have it bundled and published as a plugin—either privately within an organization or publicly in Zoho Marketplace—so that users can benefit from the extension's functionality. In previous posts, weDifference between internal and external tasks/milestones
What's the difference between internal and external tasks/milestones? Is there a help link within the project site for stuff like this? Thanks for any assistance provided.Update Custom Fields Value in Zoho Projects - API
Hello all In this document we will see how we can update the custom value of zoho projects Get Custom Value of zoho projects.... PortalID = "Your_Portal_ID"; GetProjectDetails = invokeurl [ url :"https://projectsapi.zoho.com/restapi/portal/"+PortalID+"/projects/customfields/"Zoho Projects Android app update - Database encryption
Hello Zoho Projects Community, In the latest release of Android version (v3.7.13) for the Zoho Projects mobile app is paced with the features that elevate the security of your data. Here's a quick walkthrough of the key functionalities introduced: 1.Power of Automation:: Streamlining Task Status Synchronisation with Project status.
Hello Everyone, Here we are again thrilled to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. We should create a connectionDealing with part timer users in Projects
Hi there Are there any plans to add user based working hours to Zoho Projects, so we can specify that someone only works Monday-Wed for example, with the ability to prevent a task being logged for a non working day, or a pop up alert.Project Templates & Blueprint Templates
I am trying to have a blueprint activated, when a new project (based on a template) is created. So the blueprint restricts the whole new project created. I have done several tests and the blueprint does not get applied to the created project from a template. The criteria to execute the transition is "created by", and i have added all exisiting roles. It appears to be half working, becuase if i add a new task, the blueprint is activated in that task, but the prepolutated ones (from the template)Gallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.Resource utilization report + Zoho People: wrong workload color?
Hello, I use Projects + People in order to sync hourly and daily leaves and have a clear view of workload and available resources for each task. I see the Resource Utilization report and the task creation start/due date calendar have different behaviorsshowing calendar weeks
Hello all, we are using Zoho Projects and I have a question is it possible to show calendar weeks in the calendar of Zoho Projects, like week 4 next to the days 20th till 26th of January and so on, this would be really helpful. Does anyone know if it is possible or not? Thanks in advance for your replys!Zoho Issues export to pdf & adding custom columns to Issues view
Is it possible to add an option to export the Zoho ISSUES in pdf format? Currently, I only see an option to export as Excel and CSV. Is it possible to show the DESCRIPTIONS field in the Issues View or add a custom column named "DESCRIPTION" and anotherDefine modules for project
Hi. There is an "Module" field in the Bug form. Where is it possible to define modules for a project? Thank you for your response.Webhook for Task Movement Between Projects.
Hi, In Zoho Projects, under Task Automation > Workflow Rules, I can create a workflow rule that executes on task updates in certain fields. In my workflow, I sometimes move tasks between projects. I would like to execute a webhook when a task is moved.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?Power of Automation - Automatically capture the last modified time of the task into a custom field
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. Here is the requirement The customer would like to get a field to capture the last modified time of the task. He created a customDispute ticket
We want to move our dispute tickets onto that platform. We are also moving our tech bugs onto that platform. I want to get familiar with how it works. We want to come up with a workflow that is easy to manage and shows us the reasons for the refundHow to Transfer Zoho to Asia data center
Hello, I do not know why am I at india center as I am at Asia and my supposed to be team/org is RUMBLE ROYALE. Please help me transfer asap/Impossible to move a task list to a milestone?
It seems to me that a milestone should be part of a task list and not the other way around? Looks like if a task list isn't created under a milestone, it's impossible to move it to a milestone? My understanding of a milestone is a date in time when something should be done and not a bucket with multiple tasks and task lists? Am am thinking of this wrong? Thanks,subTasks expanded or collapsed by default
Good morning, I have a request for a small tweak (or new feature): I love to use subTasks to organize my work. When I first open ZohoProjects, though, I prefer to see a quick and simple overview of the big picture (I tend to use the "Classic" view). I only want to expand subTasks when I am actually working on that task. Every time I open Zoho (or even navigate around in certain ways), all of my Tasks expand and show all subtasks, making for a very long, messy looking list - this tiny detail (thatAdd Functionality to change Project Statuses in bulk
While viewing a list of projects it would be helpful to be able to check projects and perform a bulk status update.Sharing Project Templates
I am trying to share a project template with a colleague so that we can collaborate on it and so that we can both use the template. i have added him as a "member" of the project, but he still does not have the Project Template link. How do I share this template with him?Creating Zoho Projects' task should handle embeded images
Hello, I'm using Zoho Mail and Zoho Projects integration to create tasks. When creating a new task, only the text of the mail is copied in the description. It would be good to have images also carried over. I quite often get embeded image to illustratedAdd Project Group to the fields that are synced between Zoho Projects and Zoho Books
Add Project Group to the fields that are synced between Zoho Projects and Zoho BooksSync holidays from Zoho People to Zoho Projects
Hello, is there a way to sync holidays from People to Projects? It seems a good solution, especially when having to manage several branches working from different countries. At the moment I can see only leaves are synced. Thank youBuilding extensions #2: Creating extensions for Zoho Projects using a CLI
In our previous post, we noted the two ways to create extensions for Zoho Projects— using the cloud editor and using the command line interface (CLI). We also shared how to create an extension using the Sigma cloud editor. In this post, we'll take a closerSee Tasks where I am single owner + involved
Hi, in Zoho Projects, under my general tasks (over all projects), I use ordering by status in Kanban view. I want to show all my tasks where I am the single owner + all tasks where I am involved + any other user(s). But I don't want to see tasks of otherModify header content in Project gantt export to PDF function
The PDF header displays a selection of colours, text and other information I do not want, or would like to change. How do I do that?Is there a way to report on unbilled time entries in Zoho Projects?
I have contractors entering time in Zoho Project. I never know when they are going to be working and would like to be able to get notified when there are unbilled time entries. Is there an easy way to report on this?Live update/refresh My Tasks list
Would it be possible to make the My Tasks list easier to update/refresh changes made by others in the team? At the moment it needs the user to manually refresh a task list to pull any changes through and there is no prompt that they should refresh, so it may never be done during a day. It would be great if either the task list was more 'fluid' and updated/refreshed itself every few minutes, or there was a pop up prompt for the user to manually refresh the list. At very least it would be good toPlease suggest how can I get my portalID to fetch All Projects
I am having a postman Collection https://www.postman.com/collections/35b9ef7b1e22aa00676d I need some clarity that how can i hit the GetAll Projects API and get the going. I have generated accesstoken and other things. I tried https://projectsapi.zoho.com/portals/?auth_tokenHow do i stop a Client User being able to post a status to "All Projects" ?
I have read the article about posting statuses here: https://help.zoho.com/portal/en/kb/projects/collaboration/feeds/articles/add-status-to-feed#Benefits Can a client user be restricted from posting a status to "All Projects" or be restricted from postingNew project with a deadline, actions and milestones based on the deadline.
Hello. We're going to integrate Zoho Projects in our company. I know nothing about the app yet as Im still trying to set it up but it seems like Im missing the feature of setting up a deadline. So lets say I sign a deal that needs to be finished by theI'm not seeing associated contacts on the project details tab
Hello! I would like to see the contacts associated with my projects on the "details" tab and ideally on the "widgets" tab. I tried adding a custom property with a "user" pick list but it's only showing internal users not client users. Is there a way toPower of Automation::Automatically update a project's custom picklist field in accordance with changes in the task status.
Hello Everyone, Here we are again thrilled to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditionsLockable Due Dates
Hello, is there a way to FIX due date of task or task list, so that they cannot be moved by linked task that are late? Like having a sort of "limit date" that would create an alert if not reached?Reorder Documents Folders funcionality
Hi, A Reorder Documents Folders functionality is a most/critical needed funcionality! It should be like the Reorder Projects in the Projects List. Are you planning to implement it in the next upgrade? Thanks, Joao CoelhoNext Page
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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 casePower 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 automatePower 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:-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,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
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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:-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/outsidecustom_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 encodeZoho 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?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
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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 enableCatch Zoho Projects' New Video Series!
We have a refreshing update! Zoho Projects' How-To Video series is now live on Zoho Projects' Help page! The video series intends to provide significant information about Zoho Projects' features and solutions that would help users make full use of ZohoTip of the Week: Task Sorting
I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).Rename Task Module To Suit Your Project
Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelledProject 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 service
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