Zoho projects live feed to Google Sheets
Hello, Is it possible to setup a live data feed between Projects and Google Sheets as I'm wanting to build some table reports and pivot-tables based on live data at any point and don't want to have to keep exporting info. Many thanks for any suggestionsA way to block off weekend days
We don't work on the weekends. It would be nice if when we were setting up new tasks we could block out Saturday and Sunday so they don't allowing tasks to be entered.Project template not showing up under templates
Hello. We're just starting out with project templates and faced a wall just at the beginning. We do have a one template we created and wanted to create a project using it. I click on New Project, templates gallery shows up but our template is nowhereZoho Projects Android app update - Calendar module
Hello everyone, In the latest android version (v3.8) of the Zoho Projects mobile app we have brought in support for Global Calendar functionality which enhances your project management experience. Global Calendar is a simple and secure functionality toPower of Automation:: Automate the process of updating project status based on a specific task status.
Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > DeveloperCustom section and fields - Zoho Projects and Analytics
Hi, I created a project layout (Zoho Projects) with sections and fields custom and now when I try develop a report in Zoho Analytics these fields don´t are shown in the table Projects. I am curious because some custom fields are shown and I can use inImplementing OKR (Objective Key Result) Methodology
I am searching for a way to implement OKR methodology in Zoho Projects. Recently asana has launched this feature in its latest update. https://www.youtube.com/watch?v=Pdl30lWH2lY&list=PLNzc9PubwlIkev1VuIhSTzwc4aYPIncwz&index=5&t=0s on this link one can see how it works I want to know how can I implement this into Zoho Projects My idea: 1. Name the project group in Zoho project based on Objectives 2. Name the individual project (within the project group) as Key Results 3. Name project tasks as tasksDefault access for all users when creating a new project
is there an easy way to give access to all projects for a new user / client user AND vice versa : all users/client user when creating a new project ? Best regardsReorder Task Lists
In the old version of Projects there was a feature called Reorder Task Lists that lets one change the order in which Task Lists are displayed in the project. The new version does not seem to support that feature any more or it was moved somewhere notTimeline Simulator for Task Blueprints
Hi there, we are heavy users blueprints for task automation. It has helped our organization perform better on every front, absolutely love them. About the only trouble we've had with blueprints is that when they have many transitions or stages where theBuilding extensions #4: Fundamental features of a Zoho Projects extension
Hello everyone! Thank you for visiting our Building Extensions series. As part of this series, we've already covered how to use the Sigma cloud editor and the ZET CLI to create, test, and publish extensions for Zoho Projects. You can refer to our earlierIs there a Multi Select Pick List option when creating Custom Field in Zoho Projects?
Hello! Our team recently started to use Zoho Projects and I was at a loss as to how to create a custom field that was a multi select pick list. We can easily create a field that operates as a single select pick list, but I haven't figured out how to create a pick list that allows for more than one selection. Does Zoho Projects support a multi select pick list to be used as a custom field? If so, how does one go about creating such a field? (I looked through the community pages and the only referencesMeetings merge with Timesheet
It would be great if there is an option to have a checkbox or something and add a planned meeting directly into Timesheet. gpbakalovCreating new project from email
Hello, Is it possible to create a new project from an email? Either directly or by forwarding it to a project? This feature exists in a lot of the top project tools on the market. I would be surprised if its not in zoho projects. Ryan.Time Zones for Users
I've searched for this topic, but the only answers I see are from years back. We have users all over the country. is there a way for them to set their own time zone? This is important and should be a standard setting, but I do not see how to do it.using 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.For Creating Checklist
On my zoho project, I want to create a checklist but when I navigate the settings and go to Marketplace only "CONNECTIONS" option. their is no ALL APPS option in my Zoho Project?Gantt to Pdf: formatting and margins
It seems thare are no ways to format a Gantt exported in pdf: No options for margins (so it's impossible to print it) No options for page dimensions (we can need an A4 or A3, not the "Letter" size) No options for title bar, neither for a header or footerWhat is the point of Zoho Projects under Zoho One Plan?
Hello. I feel like Im missing the point. We are slowly implementing zoho apps in our company. We are happily using CRM, Creator, Books, Sign, Mail, Workdrive, Writer and Flow. So its time to learn something about Zoho Projects and seems like featuresBest Practices for starting in Zoho Projects
I have read articles and watched videos but what is the best order when starting to use projects? Templates Milestones Task Lists: Tasks Blueprint I don't want to start in one place and then discover that I needed to start somewhere else. Thank you!Is it possible to remove yourself as a project member?
Occasionally other teams will add me to their projects whether or not I want to see those updates. When i got to the users list I am unable to remove myself from that project. Is this an option? The projects are cluttering my viewing dashboard with projects I have no involvement in. I know I can simply ask an admin or project manager to remove me from it however it would be much easier to be able to remove/trashcan yourself from a project than reaching out. Thanks! -AaronScheduled Reports
Wondering if there are any plans to add scheduled reports to the roadmap? I'd find it useful to have a timesheet report emeailed to me once a month, It would save a job and some clicking.Zoho Project Calendar syncs with Outlook Calendar
Hello team I want to connect my Zoho Project calendar with my Outlook calendar. I have followed all the steps provided in the documentation. The issue I am facing is that, initially, all tasks are successfully synchronised with the calendar. However,Project Approval Process Workflow
Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of theProject 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.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.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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