Project ownership and assignment question
On our project management process, we have the following requirement. Project has a project owner. This is currently used for admin purposes. Project is assign to a team. Currently we dont use team, because we dont want all users of a team to see allZoho Project With Teams
Hello, I can't integrate my project into Teams. My space is on a".eu" domain. I can fill in information when I select "domain.com" but I can't click on "Proceed" by selecting a domain in.eu Have you ever had this case before? Thank you.Zoho Projects app update - iOS
Hello, Everyone! In the most recent iOS iteration of the Zoho Projects mobile app(v3.7), we have extended support for the below mentioned functionalities: Custom fields in the Timesheet module. Revamped Timesheet details view. Timeline view for timers/Auto-Close Task List with Multiple Task Statuses
Hello, We currently use a project template to create projects for each upcoming install we have, however not all sites require every task listed in the template. Instead of archiving or deleting the task per project, we have team members mark task statusProvide an option to restrict time logs based on a specific date.
We have a specific date in which time can not be entered prior to (this date changes each month). This is common for CPA firms. For example. Users are not allowed to enter any time prior to July 15 (this changes each month). In Zoho Projects there isClient can edit tasks
I made myself a client with a different email and I can edit tasks under an external milestone. It looks as though I can edit unassigned tasks but I cannot edit assigned tasks to other people. Also I can add tasks and subtasks. Is this normal? I do not want the client to be able to edit any task they did not create. Please advise. I also have submitted this problem via email but have not heard back.Power of Automation - Automatic creation of timesheets when a task is added
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 add a timesheet entry whenever a task is created. We have successfully accomplishedSearching in Projects is limited with the exact keyword
The general search in Projects is limited only with the exact keyword. ex. Task Name = 'AEXY222663030' If I search with '222663030' no results are found, and only when searching with the exact keyword I get the task. Is this a setting or can it be improvedHow do I bulk archive my projects in ZOHO projects
Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapilZOHO Projects Needs @Mentions
I am currently rolling ZOHO projects out for a team of 25 people. How can our team communicate with team members not tagged in tasks when questions come up? In our old oroject management tool, we could @mention other people on the team to bring them into questions, ideas, problems, etc. is there a way to do this? So far this feature seems to be missing in ZOHO projects and is one of the biggest concerns I have about making the switch. There are so many scenarios that play out in our office everyCreate follow-up task i projects when another task, with a certain tag, is closed
Hi As the title describes, I'm trying to set up a flow, that creates a follow-up task, when another task, with a certain tag, is closed. I tried using both workflows in Projects and Zoho Flow, but I can't seem to figure out, how to set this up. It doesn'tAnnouncing ZUG MEA Meet-ups (Middle East and Africa)- Interact with Zoho Projects & Sprints Experts in your city!
Hello Everyone! We are thrilled to announce the Zoho Community User Meet-up initiative aimed at engaging with users in and around Middle East and Africa. In this meet-up, our team will help you understand hybrid project management using the Zoho ProjectsI want to Make the due date of the project appears automatically
hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn'tAssociating a client to a project
I am trying to associate a project to a client and i use to be able to click the dropdown and then select assocate project to client, but this option is no longer showing up. How do i accomplish this now?Add Task General Error 6500
Hello, I'm trying to create a task following the guidelines on the API spec, but I can't get it to work. I tried several methidsbut I'm not getting significant enough infomation to figure out what's going on. I tried POSTing the required fields (with and without &flag=internal attached) to: https://projectsapi.zoho.com/restapi/portal/xxxxxxxx/projects/xxxxxxxxxxxxxxx/tasks/?authtoken=xxxxxxxxxxxxxxxxxxx Payload: { "person_responsible": xxxx, "tasklist_id": xxxxxxxxxxxxxxxxxxxx, "name":Project Tasks not updating actuals when task is non billable
Has anyone noticed that if they have a task that is Non Billable and has some work hours associated with it that in the top right hand corner of the task details you get to see Planned, Actual, Difference and Forecast. If you log time against the task as non billable, then the Actual number NEVER updates. It stays at zero until billable time is booked. This is crazy. The task is a non-billable task and I want to see how we are tracking against this task regardless of billable or non-billable.Project roll-up: Work hours total not shown in task list or milestones
Hi, It is really important for us to have a total of work hours by task lists and milestones, as we use these to track the Planned VS Actual instead of individual tasks. The work hours total don't show in task lists or in milestones. Is this a bug? Otherwise, when will you provide this feature? Thank youStatus Feed & Documents
I thought when we started using Zoho Projects about 4 years ago that when we used to post an attachment to the Project Status Feed it used to save it in Documents. Did that never happen and I'm just misremembering? Or is that a change that came with theHourly Billing in Zoho CRM Deals, Books, and Projects?
We bill on an hourly basis and need that time added into a client's invoice in Books. A client might have multiple deals open with us that we are working on, and billing separately, and thus need separate invoices for each. The functionality of ProjectsNúmero de semana no coincide
El día de hoy se observa el número de semana a un lado de la fecha de la hoja de horas. Sin embargo este número de semana no coincide con el número de semana del Calendario.Is Zoho CRM and Books integrated with Zoho Prpjects? can we link everything togther ?
Is Zoho CRM and Books integrated with Zoho Projects? Can we link everything together in one unified place ?Zoho Projects - Timer - Rounding Possible?
In Zoho Projects, when I turn on my timer using the timer clock feature, is there a setting to have the feature round the time to the nearest 15 minute increment after the timer has stopped?Power of Automation::Automate the process of folder creation in Google Drive upon task creation in Zoho Projects
Hello Everyone, We received a specific requirement from one of our customers and decided to share it here so that others with similar needs can benefit from it. Requirement Sub folders should be created upon Task creation in Zoho Projects with task idAllow Subtasks and Task Lists to have their own Layout
I'd like to have the ability for subtasks and task lists to have their own layout. A subtask for us doesn't require all the fields that a parent task has. The subtask seems cluttered with all the extra fields. Within a project Task List had different purposes. I'd like the task layout to be different for some task lists.Embed form on my website to get tickets from my clients
Hello all, I want to create a form for my clients on my website, which they can fill and create tickets automatically in Zoho projects under one project say "Client support". Can it be done. I was using 'active colab' earlier and it had such service. see this http://www.bosshi.com/client-area/submit-a-ticket/ Thanks, JoSplit Tasks Question for Zoho
Hello, I am hoping Zoho can give me some advice on the best way to accomplish something in Zoho Projects. Please see attachment. In Microsoft Project it is possible to split a task into different time periods. This need is common in the construction industry. As far as I can see the closest approximation of being able to split a task in Zoho Projects is to create a recurring task. The challenge with using recurring tasks instead of splits is we don't know in advance how a task needs to be split,How do I take an existing template that had changes made and apply it to all
I have made changes to my project template and need to apply it to my existing projects how do i do thisOrder milestones by project in global gantt view
Is it possible to order my milestones by project in global gantt view? Currently as I have a number of projects running, I would like to see all milestones related to the same project together, rather than being in random order and mixed with milestones from different projects. Is this possible?Get daily time logs (Hours) of user in project.
We need to get daily hours instead of grand total. Is there any way? I'm able to get all time logs of user in current project using GetTimeLogs() method but we want daily timelogs. We are using zoho project C# APIs. Please suggest. Thank you.No way to create a template for an individual task?
Am i right in thinking there is no way to add an individual task from a created template? I would have to use a task list template every time instead? The scenario needed is a frequently occuring task is added on an already created board by a projectZoho Projects Webhook fails with HTTP Error 0
Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and logMeetings and Agendas
It would be good if there was some kind of agenda and meeting actions integration. Agenda could simple be an attachment, but then a way of entering actions for individuals that would then show up in that person's to do list would be great. danielduckworth.effortstuHow to assign all tasks in a task list to a user, rather than assigning each task one at a time?
If I have a task list that has 30 tasks, is there a faster way to make that entire list of tasks assigned to one user? Right now I'm having to go through each task one at a time and assign each one. This is pretty slow, especially if we want to fire up multiple projects utilizing this task list template.Re-ordering cards in Kanban view
I can't seem to be able to reorder the cards in Kanban view within a column (IE, I want to put the more important "Open" things on the top). Every time I try to drag and drop, it just yells at me "Moving Bugs within the same board will not change their order in list view." I thought I was able to do this at one point, but maybe not.How Often does Zoho Project sync with Zoho Invoices?
After the initial integration set up, how often does Zoho Project sync with Zoho Invoices? Do I need to set up the Client/Customer info in Zoho Invoices if I set them up in Zoho Projects? Thanks.Please cancel my trial / subscription
I’m doing a free trial of the Enterprise version. I’m trying to cancel it and make sure I won’t be charged a subscription. I can’t follow your help pages for this because I don’t get a sidebar with the details. I’ve wasted a lot of time trying to do this.How Can I get zoho users id on deluge
Hi, I'm trying to build connection from creator to zoho projects and I want to assign user once I create new Task in deluge. and Its work fine if I assign my zoho id user to : "person_responsible". Is there any way That I can get all the users ids onTesting Zoho Projects
I need to understand the Zoho Projects"On hold" Status missing
Hello, My colleagues and I are facing a weird issue: from one day to another, we cannot see the status "On hold" anymore in any of our projects (nor in the KANBAN, nor when we create a new task). Also, all the tickets that were "On hold" have dissapeared.Notification on Forums
Is there a way to add notification for Unread messages on Forums? We have hundred of projects and each will have dozen of forums, we need a way to know what's going on without having to click on each one of them...Next 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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