Adding New Users is clunky...
I agree with other posters... New registering users are having trouble and are just plain confused by the sign in process. The absurdly long hieroglyphics-type link that new users need to click on is daunting for people who are not as tech savvy. Then a who separate sing in page, etc. Please simplify & clarify this process. Best Regards... Brian b@trax.orgRecording project risks
Does Zoho projects include the facility to record risks and issues related to a project? If not, is there the facility to get round this by creating a custom entity? I can only find old posts saying this functionality may be added in the future or to purchase the bug tracker module separately? Many thanksHow to bill by Milestone
We have projects that have many milestones/deliverables. We bill on the 1st of every month. We'd like to be able to invoice the customer for Completed Milestone/deliverable Time that's been done on the various milestones How does one accomplishPower of Automation::Automate the process of cloning a Task on specific status update.
Hello Everyone, Here we are again, filled with excitement to share yet another requirement that has been accomplished through the implementation of custom functions. In general, a custom function is a user-written set of code to achieve a specific requirement.Default Task Owner
@angiemeeker @zohoprojects Can I set a default task owner?Overview tab
The current Widget tab on the Project Dashboard doesn't really do what I would like it to do. What I want to see is a quick at-a-glance overview of everything within the project. So I would like to see my tasks, issues, milestones, comments, activityBring 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 seemsPlease Allow Us to Edit Task Field Priority Statuses
In Zoho CRM and Zoho Desk we can set the options for the pick list Priority. Just as in Zoho Bugstopper we can set them for severity, Please allow us to do the same for Zoho Projects task priority. We use (4) priorities and would like them to be consistent across our Zoho applications. Thank YouConsider adding an option that disallows different rates for different projects
Consider adding an option that disallows different rates for different projects. In many public accounting and law firms a user's rate is the same no matter what they are working on. We have over 10,000 projects and we have no need to set the rate byAnnouncing ZUG USA Meet-ups - Interact with Zoho Projects & Sprints Experts
We regret to inform that the scheduled meet-ups in USA have been postponed. We will announce a revised schedule once it is finalized. We are excited to announce the Zoho User Community initiative to engage with you in person and take you through ZohoPower of Automation - Automate the task start date based on project start date
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 update the start date of the task same as project start date. After some experimentation,Importing Client Users into Zoho Project from Zoho CRM
We are Zoho One customers, and are just starting our journey to begin using Zoho Projects alongside a suite of other Zoho Apps. We will use Projects for all of our solution deployments, and have used Zoho Flow to automate the creation of a project whenDue date changed always
Why everytime I comment on task or project in zoho project, the Due date changed same as the time/date I comment,turn off "you have been added to project" notification
Hi, we are rolling out Zoho Projects in our company. For maximum transparancy, i have associated teams with several tasks and projects. They way, the entire R&D department (for example) can see what everyone is working on, although only one r&d developerZoho Projects - Custom Objects
Hello, is there the ability now, or in the near future, to add custom objects to Zoho Projects? The requirement here would be to have the ability to track change requests to a project's budget. The idea here is to have the ability to create a custom ObjectHow to update task status using Zoho projects API
Hi there. I'd like to use the API to update the status of tasks. I am aware of the POST /restapi/portal/[PORTALID]/projects/[PROJECTID]/tasks/[TASKID]/ endpoint and the custom_status field that can be sent with the request. However I am looking to onlyZoho Projects API fails to update integrated field
I would like to update via API a Projects' project custom field, which is an integrated_field with Zoho CRM Accounts module. I identified the custom field identifier via the GET custom fields info api call, as described here. The custom field has id "UDF_TEXT1".Keep Zoho CRM account names in sync with Zoho Project Client Names
After a Zoho CRM account has been imported into Zoho Projects it would be great for it to stay in sync when the account name changes in Zoho CRM.Hiding new task buttons in Gantt chart
In Projects' Gantt charts, the left column looks like this: First milestone ___Add task list Second milestone ___A task list ______Some tasks ___Add task Is there a way of hiding the orange buttons for creating the tasks and tasks lists? For me, theyProject View List
"Hello everyone! I'm using Zoho CRM and would like to know if there is a way to differentiate between active and completed projects in the Projects module. Currently, I see both completed and active tasks in the same list, and it becomes challenging toHourly based project hour Calculate automatically or not ??
How to create invoice of hourly cost in zoho project ?Timesheet Rejection Notification
Time Log - In our Organization we have several "Approvers" (Admin user) of time log hours. During the month the "approver" checks all the time log of our employees wich are in "Pending" state and approves/dissaproves them. if the log is rejected - a reasonAdmins not notified on new porjects creation
Hello, I noticed admins are not notified (via e-mail) on new projects creation (while they are automatically added to each project). Is this the expected behavior? Thank youTrigger a sync between Zoho People and Zoho Projects using API or Zoho Flow
Is there anyway to trigger a sync between Zoho Projects and Zoho People using API or Zoho Flow?Archived Projects
I am a Manager on our Portal and I am trying to recover a Project I have just Archived. I am the owner of the Project as well. How do I get to this?How to run an automation check to determined the stagnant user in Project
Hi, Is there a way for user to write a custom function to disable user (internal / external) that have been stagnant for certain days ? for eg: total account have 100 license for user there is a need of automation to determined the stagnant user for 60How to Make Zoho Projects archive completed projects or adding start date of each task automatically
Hello Everyone I have two questions and they are very important. 1- I completed projects and still able to see them in viewing mode, How can I make zoho archive them or aleast move them to completed project (unactive). 2- I want to make zoho add the startAdd "Client"/"Client Users" as a drop down field before the project in on the weekly time entry window
Consider adding a "Client" column to filter projects. We have over 13k projects and it would help to filter them if there was a "Client User" drop down column first that would be based on primary clients in Zoho Projects.Power of Automation::Automate the process of re-opening the Milestone once Task is re-opened.
Hello Everyone, Here we are again with another requirement that was fulfilled utilizing the Task custom functions. In general, a custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as whenupload a file in a bug or issues in using zoho projects
Hi Team, Can you tell me how to upload a file or attachment in issues using zoho rest api from postmanHow to update custom fields in project details for Zoho Projects through deluge
Hi, I found this resource Project Manager System | Projects API :Zoho Projects but I can't figure out how to update my dashboard details. I have a custom field called "Actual Invoiced" that I would like to update with a custom value through a workflow@Mentions through API
Good Morning, I'm looking into the Zoho Projects API, and noticed you can create comments for a given task. We're given two fields, the content and uploaddoc. If I wanted to @mention someone via this method, how would I go about doing so? Since it's autoAdd Monthly option to Zoho Projects time entry (currently there is only weekly)
Currently there is only an option for Weekly Time Log. It would be helpful to choose "Month" or "bi-weekly"Zoho Projects API Functional Example in C#
I'm trying to use the manuals, but i have the error below: { "error": { "code": 6891, "message": "Given URL is wrong" } } Url: https://projectsapi.zoho.com/restapi/portals Header: "Authorization": "bearer token" Can someone helpAssign tasks under different task lists from the same project to an new owner
Hi, I would like to ask if there is a better way to assign all tasks, that are under different task lists ( under same project), to a new owner? Currently I have to expand each task list (and click on expand more if list is too long) then check twiceFile sharing broken?
Did file sharing options change recently? The options dialog doesn't match the help documentation. I try using both "Members with Access permission in WorkDrive" and "Members of TCA team in WorkDrive" with edit privileges and the result is view only whenWork orders or similar
We currently use tasks as work orders. It works but its not ideal. Can we make this better? We create a task for a specific date and assign it to our techs. They get to the job site and start a timer. When they leave, they stop the timer, add a description,Notification setting per project?
We have a lot of projects and would like to change the notification settings per project, so that we can e.g. turn off notifications for one project but have them on for another one. Is that possible? and if so, how do I set that correctly?Is it possible to assign a user to a project via the API?
I didn't see an option in the Project API, but there is something in the Books API. Any suggestions?How to update task start date when project start date changes?
Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a projectNext 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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