Recource Utilization
We use Recourse Utilization feature. It is almost the best tool a Manager can have. But it has a Major bug that many times make it useless. The problem is especially in large tasks. For example 8hour work task but generally it a problem in every task. When u have planned 8 hours in a task and you have made 50% Completion Percentage this means that the task has 4 hours more to work. The problem is that the app does not calculate the Completion Percentage and keeps calcluating a split between days.Refresh start data after on dependency is removed but not another
I have 3 tasks. I set T19 and T22 to be predecessors to T27 like this: Now I want to remove the dependency of T22, but the start date of T27 does not get move to earlier. Here is what it looks like: How do I tell Zoho Projects to move T27 back to theWhen I try to add a new user to a Team in Zoho Project and click on "Update" I receive a "General Error"
When I try to add a new user to a Team in Zoho Project and click on "Update" I receive a "General Error"Is there a way to import timesheets from an excel spreadsheet into Projects?
We have external consultants that fill in timesheets on a spreadsheet, as well as timesheets from our customer systems that are in an excel spreadsheet. We are trying to minimize the filling in of timesheets to only once and would like to be able to import these excel spreadsheets into projects. For example, customer A has their own timekeeping system that requires our consultants to log time in their timesheets. We want to export this from their system and import into zoho projects.New Users Not Receiving invitation emails
I have invited a new portal user several times but they do not receive the invitation email. This user had previously signed up for a trial project subscription - could there be a conflict if using the same email address?Dynamically get Project Template ID (for Zoho Projects) in Zoho Flow
Good afternoon, I'm trying to create a new project with the Zoho Projects API, when adding a new Contact in Zoho CRM. For this I am using Zoho Flow and I need to insert the "template_id". This id is visible inside the url in Zoho Projects, in this caseUse Task List from a Project Template when creating a new Task List with the API
It's possible to use a task list from a project template when manually setting it up, however it is not currently possible to do the same when it's being created through the API. Could you please allow it?Project Tasks - can you have different per hour rates for different tasks (Australian Version)
I have a client to whom I have multiple tasks: 1. Admin @ $60.00 per hour 2. Telephonist, which I want to invoice at $30.00 It looks like ZOHO Projects only allows for one charge-out rate; this is correct or am I missing something?Two-Way Sync with Outlook
All I can find is how to add Zoho Projects calendar to Outlook, but could you add an Outlook calendar to Projects as a project?Accessing Previous Discussions from within a Project
Is there a way to see if there is a previous discussion from within any given project. I know you can manually scroll through ALL discussions, but with over 300 running projects, that can become very cluttered. If there were a icon or something that wouldNotify client users via email of project progress
Hello, I wanted to be able to send automatic EMAIL ntoifications to clients about the progress of their work based on when a task or milestone is completed for a client's project. How do I do this. I noticed Bug has the ability to email, but i don't think i want to send out bug notices. And No, I don't want to have to update the feeds for hundreds of clients either.New APIs in Zoho Projects
We're thrilled to introduce a bunch of new APIs for Zoho Projects. With more powerful features than ever, Zoho Projects considers connectivity a significant factor to evolve, develop, and step up to the next level. API is the way to connect Zoho Projects with different applications. Look out for a complete list of APIs in Zoho Projects. Below is the bird's eye view of what you can do with the newly introduced APIs. Subtasks You might miss noticing that a subtask is nearing its deadline when thereMerge fields in Projects &
Please add ability to use merge fields in Zoho Projects and ability to duplicate templates (and if duplicating templates exist, goodness can we put it where it's more visible). Also please add lookup fields into Projects to be able to search crm for client name, whether you track clients as contacts or accounts.Importing holidays from Zoho People
Hello, is it possible to import holidays from Zoho People to Zoho Projects in order to avoid assigning tasks to employees on these days? I see this is possible with leaves, but not with holidays. Thank youNew enhancements in the latest version of the Zoho Bug tracker Android app.
Hello all, In the latest version of Zoho Bug tracker Android mobile app (v1.4), we have brought in the below enhancements and features. Discuss Module: Users can now collaborate by creating chat groups from within the app. Dark Mode: A highly requestedTimesheets - Only have access to enter time sheets with login
We want to get timesheets into our projects using Zoho Projects. Our business has 3 program managers that schedule projects, each manager has a couple dozen projects at any given time and dozens of details tracked (milestones) for each project. Each ofHow many guests are included?
Hello, but how many guests are included in zoho projects? Often I work with freelancer. Now I use clickup and I have 10 guests.Tip 42: Create multiple layouts for projects
Every project you create has a unique strategy, goals, and functional requirements. To keep your projects on track, it is important to plan your project by defining the scope and requirements, specifying the deliverables, and setting deadlines. In order to do so, project layouts are extremely helpful in establishing your project plans and in capturing specific project details. With Zoho Projects, you can create multiple layouts to capture the unique details of every project. You can create projectHow do I use several different Task Templates in the same project?
Hi, I have created several different tasks templates each with unique fields in the Templates section. I want to use these different task templates in the same project. However, every time I associate any of the templates with my project it changes the template for all my tasks to that one template. I need this because I require the users to input different information for each of the many different tasks in one project. Any insight helps! Thank you!Zoho projects API - logs
Hi I am able to retrieve time logs for a specific month via the API but when a try to use a date range I get a "BadRequest" error. I am sure there is a problem with the GET syntax. Please can you provide some guidance? Below is the GET request I am sending.Power of automation :: Automatically Update Task Dependencies in Zoho Projects Using Custom Functions
If you're working with complex projects in Zoho Projects, you may find that managing task dependencies can be a time-consuming process. Luckily, with the power of custom functions, you can automate the process of updating task dependencies based on certainZoho Project
How do I move a project from user to another user?Project Automation in Zoho Projects
We are thrilled to introduce Project Automation in Zoho Projects! Manage your projects by automating Criteria and Actions that fit your business needs. With Workflow Rules, you can automatically update project field, send email notifications, and associateReports to see Associated Teams
Hello, Are there any reports in Zoho Projects that allows you to export the Gantt view and see Associated Teams against each Milestone? I'm able to attach Associated Teams to each Milestone, whoever I'm looking for a way to export and share with StakeholdersNew users not showing in user pick list
We have added a user pick list as a custom field to one of our layouts. Now when I add a new user to a project that uses this layout the user will not show up in the user pick list. The only way I found to include the new user to the list is to open the task layout in edit mode, edit the user pick list and click on "Select all". Is there an option that I am overlooking that would automatically add all new users to the users pick list? Any hint is appreciated.Create a Task from the Timer
It seems that I cannot work on a project and log hours unless a specific task has previously been added. There are ongoing Admin tasks (i.e. like calling a client to give an update) where hours should be logged but is not necessarily a Task with a DueNew Status for Issues (Research) not available in list of issues for any project and only 3 are available, Open, Closed, In Progress.
Power of Automation : Auto-update a set of tasks in Zoho Projects using Custom Function
A custom function is a software code that can be used to automate a process and this allow you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps you to automate complex tasksFeld "Vorname" keine Umlaute zulässig
Der Name "Jörg" lässt sich nicht in der Kontakt-Feld "Vorname" einfügen.Filters in calendar View
Hi, In the calendar view there are very few options on the filter view. Is there a way to filter based on more options. For example, closed and open tasks. ThanksZoho Projects integrates with Microsoft Teams
Bring in teams together and manage your projects easily with our new integration with Microsoft Teams in Office 365! This integration comes in handy for Microsoft Teams users who use Zoho Projects. Check out our help guide to know more on how to add Zoho Projects as a tab in Microsoft Teams. Collaborate with your teams and increase productivity Without team collaboration, it is frustrating to organize, delegate work items to the right team member, and finally get the whole project done. UsingQC check between 2 tables using zoho projects
I have built a Zoho Creator App where users input a unique case number that triggers a 3rd party API call that pulls corresponding data that is used during Appraisal Review Board hearings. Once they determine a ruling on the hearing, the submit this form,Connection name is getting updated
I have used connection in custom function. The connection name is "fdconnect". now the connection name is changed. Please refer below screenshot. When business rule is triggered, its throwing "Invalid connection".Change 'default' project dashboard
Is it possible to change the default project dashboard for all projects? Both in layout and in what widgets are shown? We have a lot of (short-running) projects and I want to quickly see the tasks and milestones when I open a Project, but I don't want to change the layout for all my projects manually. Thanks, MennoClient User can't see the breakdown of tasks in Zoho Projects, in Kanban view
I shared the general task list with a client user on Zoho Projects, however, he is not able to see the tasks in the task lists bifurcated into separate columns on the basis of task status. I tried adding a custom view for the client but still it is notProject "COMPLETED ON"
Once a project has been Archived, the field "COMPLETED ON" is automatically set. In the event the project is moved back to the Active project list, the "COMPLETED ON" field remains set and cannot be cleared. Any suggestion as to how to go about it?Power of Automation - Series 1
User requirement To automate the update of Task owner field based on the creator for the project using template. How did we solve it using Zoho Projects? We created a custom function using the Projects automation feature. This was requested by a ProjectZoho project - task automation time x days.
Hello, I want to generate a task that after 15 days the project owner receives a notice with an email template created. I have seen that you can create task automation but I don't see how to assign a time. If it's not possible with task automation, canSocial Media Calendar and Zoho Project
Does anyone have the best approach to managing multiple social media calendars within or around zoho projects? I can use Google Docs to hold a 6 week schedule. I am less concerned about tracking employee's time as I am having a visual of the social projects for clients. What if we use iCalender sync to create editorial project calendars in Google Calendar?Is it possible to have more than 10 read-only users?
Hi I need to log time for staff, but these staff have no need to access the projects system. I can't just type names into the time logs, they have to be users it seems. However, I don't want to pay for extra users when they will never access the system.Next Page
Announcements
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
Most Discussed Topics
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
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
Zoho Books Resources
Zoho Projects Resources
Zoho Orchestly Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho Creator Resources
Zoho CRM Resources
Sticky Posts
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
Top Contributors
Monica P
Sneha Bharathi V
Harshini Dara
Shubham
Shelby Jensen