Zoho Books and Projects invoicing integration and Zoho CRM
***DISCLAIMER*** I will be posting this in Books, Projects and CRM to get the relevant answers from each team. If this is not required please delete whichever post suits. Hi, I have been working on the Zoho Books and Projects integration and following some of the guidelines after discussing with a member of the Zoho Books team https://www.zoho.com/au/books/help/integrations/projects-integration.html https://www.zoho.com/projects/help/invoices-expenses.html And I have noticed the following: 1) CustomersZoho Projects / Forms: Input Parameter Exceeds Maximum Length
I have created a content briefing form with Zoho forms, which I want to integrate with Zoho projects. Depending on what type of content, the team intends to brief me on, it has to fill in text in the input field which sometimes exceeds 1000 characters.Enable search into custom field
Making custom fields searchable would be ideal. Allow users to search by values stored into custom fields could greatly reduce the time loosed to search a task/issue. This function is very usefull if custom fields are used to store additional ID (other identificators in addition to ZOHO self-generated ID).Import tasks from Zoho Sheet?
Please add the ability to import tasks from Zoho SheetWhat is the distinct difference between a task and a bug ?
task is something need to be complete in a given time. so bugs are some problem to be fixed in a given time? both of them are tasks? is not it? bugs could be included in a tasklist. why there is a separate catalog of bugs ? can anyone help with this? thanks!API credit to access zoho projects
I have asked for some API credits to access zoho projects, which I can obviously pay for. However the support team has been very hesitant to provide those. Why is it so?Prevent Changing of Start and End date in tasks
Can i prevent the changing of Start date and End date of the Task assigned????Customize Columns Order in Kanban View
Columns order is dependent on the Task Statuses order. So, change the statuses order, it will automatically change the columns order in kanban view. you can remove unwanted statuses also which eventually remove columns from kanban view. Go to SettingsMy Custom Views in Each Zoho Project Disappear Periodically
Hello, My team uses Zoho Projects as part of our ZohoOne suite. For one type of service that we offer, we have created a project template from which a tracking project is created for every single client we onboard to that service. The Zoho Project templateZoho Projects - Give Project access to developer (external)
We have a client using Zoho Projects and would like to invite several external users and assign the Projects because the Project tasks are outsourced to other companies. What is the best way to give access to external Users and is there any limitationsZoho project – Workdrive integration.
Hello everyone, I was wondering something, we did the Zoho projects integration with Zoho Workdrive but nowhere during this integration we could set the location of the folders that would be automatically created in Workdrive. As I understand it, it createsHow do I Change a Propertie Field (Owner of Goal and Marco) from Projects
Prezados, bom dia! Preciso alterar as propriedades dos campos META, MARCO (Milestone) e PROPRIETÁRIO DO PROJETO no projects, mas o campo é bloqueado para editar as propriedades (nas Configurações). Como proceder? Segue o print dos campos bloqueados!!Gantt Charts filtered by Date
Hi, I am wondering if there is a way to filter the Gannt chart view by date in Zoho Projects. We do not have the Enterprise edition at this time. For example, we are wanting to see a 3 week look ahead by project, so we want to filter for 2/25/2016 to 3/17/2016. Also, we have Zoho Reports so we were wondering if there is any way to build out a Gantt chart there. Would we be able to filter these Gantt charts by date if we had enterprise edition? Thank you, RachaelAdd Resources in Zoho projects
I would like to know how to assign a resource ( a car, a computer, etc.) to a employee. Thank you AntonioCan I assign priority to projects
I've got several projects that I'm assigning to my teams. I want to assign some form of priority to each project, but I can't find a method of doing that in ZoHo Projects (yes, I'm new to it!). Is there a way to do that? If there is, what's the best way?Building extensions #1: Creating, testing, and editing Zoho Projects extensions using the cloud editor
Hello!! We're happy to announce the beginning of a new series called "Building Extensions," which aims to help guide developers in creating and developing extensions for Zoho Projects. The goal of this series is to assist developers with the extensionProject's Activity Stream Needs to Include Task Comments
When inside a Project, and clicking Dashboard -> Activity Stream, we see all Comments but we don't see any Comments posted within Tasks. We need to see Task Comments as they are equally important when viewing an Activity Stream so that we don't haveZoho project Workflow notifications
I am trying to do something that seems very simple. I want to have an email notification sent out when a new project is created. I have setup a workflow rule that basically states that Project Status = New then to send an email based on a template iField type limitations in Zoho Projects
I have hit my limit on some types of fields (single-line, picklist, phone, email etc.) as I am trying to create a custom layout using the Standard Layout template. Will I have higher limits if I create a non standard template or is this a result of thePower of Automation::Automate the process of creating Tasks from Task template on project status update.
Hello Everyone, Here we are again 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 conditions neededIntroducing Our New "Building Extensions" Series!
We are excited to kickoff our brand-new series, "Building Extensions," where we will empower developers to design effective extensions using the Zoho Projects Sigma platform. This series is designed to assist and guide developers who are creating extensionsTask Timer and task status update
Is there a way to automatically change task status when its timer is stopped?Archive Forum Posts in Projects
It would be SO great to be able to clean up Forums and have an ARCHIVE feature for Forums (then I guess you could add a Tab on the Forums that has Active and Archive options. Because old Forums and notes/discussions really clutter up that space. I'veHow to deactivate the "Create a priviate copy of this layout" for users/profiles
Hi, I searched how to deactivate the access for user to the check box "Create a priviate copy of this layout" but didn't find it by myself in ZProjects nor in the community topics. I tried to manage profiles like this but it didn't work : And no betterAdding Teams - bug when choosing
When assigning ASSOCIATED TEAMS in Task information, there is a bug that doesnt show up the list/ADD TEAM option. By default the list remains empty & once you open ADD TEAM and close it the next time it wont show "+ Add Team" Please refer to attachedCustomize email notifications
Hello there, It's been years since Zoho Team promises that it will be available... But I still can't see where. Please, we are a lot asking for it, tell me it's now possible !Zoho Inventory and Zoho Projects Intergration
Good Day. I am a new user still in the trial phase and seriously considering implementing zoho within my organisation. I have two issue which i have not been able to figure out and would like assistance please : 1. If i create a task or project in zohoZOHO Projects migration
We have recently completed data migration in ZOHO Projects for a client. We have migrated from one ZOHO acct to another - and migrated all projects data including tasks, subtasks, attachments, timesheets etc. And associated the projects with CRM records.Bulk Edit Work Hours field
Hello, is there a way to bulk edit the "Work Hours" field? I mean this: I can't find an option. Thank youZoho Projects : Task should auto-update to 'In Progress' if timer started
Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ CustomersTasks & Tasklines > config-wheel options > aligned (edit, move, create above/below, etc) + Inline editing of titles tasks/tasklines!
Hello, To have a better user-experience and logical alignment of actions on both Tasks & Tasklines, it should be logical that these actions are likewise available on both (especially when you start using Zoho Projects more and more, and also faster) :Cant BCC comments
Whats the reason why we cant bcc to add to comments? We are getting this error: We are unable to process this email. WHY DID THIS HAPPEN? We suspect the below reasons to be the cause of failure : 1. You might have mis-spelt the email address. 2. You might have added the email address in BCC I used the copy option within the comments to copy the email address. It works fine if I cc, just not bcc.Tip#28: Project Timeline Gantt in Zoho Projects
Hi Folks! As part of the tips and tricks series, we are back with a tip on Project Timeline Gantt. Here’s how you can use Project Timeline Gantt 1. Prioritize your projects based on percentage completed and focus on the projects that are currently in your pipeline. Hover over the project name to know percentage completed. 2. Visualize your projects on the Gantt plotted for 3 consecutive years - previous year, current year and next year. You can adjust the timeline view from fit to max. 3. NavigateNeed a Project Template Library
If there was a library of project templates, people could get going with Zoho SO much faster! Build more community, setup a Project Template Library asap!Internal Comments in External Tasks (and across the board)
Hello, On projects which we collaborate with clients, we need to be able to post "internal" comments, hidden from the client's users in Tasks, Forums, Status Updates, Documents (would like also to flag documents for internal users only) etc.... Currently it looks like there is no such option except of creating an internal Task List which is counter-productive. I have seen a couple of very old threads about this subject, from about 6 years ago. but there was no follow-up from ZOHO I would greatlyProject timeline Gantt view - sort by date of project
Hi there, On the Zoho <Projects> tab, there's a view called Project timeline Gantt which provides an overview of all projects and fills the percentage complete. It would be great if this page could be sorted by project date or other criteria. As shown in the image below, if a project has a change of date this isn't reflected in the chart and there's no way to actually sort this chart by any criteria.Scheduling Workflows in Zoho Projects - Is this possible?
Hi, does Zoho Projects have supported functionality to schedule workflows like Zoho CRM/Creator/Campaigns? I have a custom function that updates a status in my Zoho Tasks based on days until task is due, and I want to run that function every day.milestone dependencies
It would be exceptionally useful to be able to assign dependencies on milestone/tasks. For example, if within a project I have three milestones for creating three ads for publication, but each ad also requires the logo to be finished by the graphic designer (a separate milestone), it would be useful to have the start dates of the later items dependent on another prerequisite component. That way, not only would I not have to enter the logo creation as a separate task for each of the three milestones,Task and Milestones - Dependency feature needed
I'm sure we're not the first to bring this up. We've been using zoho project for a while. Every project manager knows that to manage a successful project you need option to stack tasks and milestones and be able to create dependencies between tasks and milestones. I think you get the idea... Can you let us know if this feature is in the making or not? any chance we'll see this in future releases? If you need customer feedback about this feature or other enhancements, we'll be happy to test new productsBring forum and comments into Discuss
There are a lot of ways to discuss with your team mate within Zoho Project. I can start a Cliq chat, I can comment on a project or within a task itself or I can start a Forum Post. However, I'm already finding conversations are getting lost. It seemsNext 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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