Parallel Transitions in Zoho Projects
In a Blueprint, a transition refers to the link between two statuses. Often, tasks require inputs from multiple teams or people before they are completed or moved to the next stage. In Zoho Projects, a user can execute two or more transitions in parallel.Zoho Project - How to modify/delete Log Hours after Approval ?
Hi In Zoho Project, how to modify/delete Log Hours after his Approval? I'm not able to proceed at all . It's like I'm forced to delete the Task and create Task and log hours... Sounds strange, no?Exclude weekends from task dates
How can you exclude weekends from task dates? So that, for example, a 10 day task is allocated only to weekdays, and the gantt chart shows weekends blank.Task duration in hours with start date and end date
Hi, Each of our tasks have a number of hours that the employee has to respect. But most of the tasks needs more days than what the system calculates. Is there a way to override the dates? Let's say our project manager sends a design to be approved by the client. We create a task for 15 minutes but we give 3 days for the client to get back to us so the task should be 3 days with a duration of 15 minutes. Another scenario is if I have a task of 40 hours for a programmer and I want to give her/himAutomatically Create Subtasks
We use Zoho Projects in our content marketing efforts. We have Blog Post tasks and under them, we create associated social media post and email newsletter subtasks. Instead of having to create these manually, can I use an automation function to createUse more Task Layout is the same project
In the same project there are many type of works. Each one requires different fields, status or values in a drop down menu. Having the ability to choose the Task Layout for each task would be ideal. In this way in the same project there is the ability to have different kind of tasks, each one with the proper fields. Please consider this functionality Regards, Damianowrapping text in reports
It's Much better to wrap task lines in reports like resource utilization and Gantt Chart when the task text is longer than the allotted space for this field in the reportBlockading Timesheet if status is not equal to "In progress"
Hello, I've been figuring out a way to force my coworkers to change the task status when writing time. Most of my coworkers don't even look at the status and let it sit on "Open" If possible i would like to know or create a way to force a task go to "inNumerous Sync Issues Between Zoho Projects and Zoho Books - no response from support
There are numerous projects that are giving errors in the Zoho Books integration with Zoho Projects. Below is a screenshot showing projects that do not exist (they are not archived, not in trash nor are they active). How do I find/delete these projects?Filter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have 2 tasklists, 10 tasks and 100 subtasksFilter Tasklist vs Task vs Subtasks in Dashboard Report
Hello, In project Dashboard/Report, it doesn't show Tasklists, Tasks and Subtasks seperately. In Widgets, it says Task Status, but the values are included of Tasklists, Tasks and Subtasks. For example: If I have2 Phases 4 tasklists, 10 tasks and 100 subtasksProblem to copy/paste text in task and issue comment (Zoho Project)
Hi, We can no longer copy / paste text in the comments of a task or issue. Yesterday it worked very well. We tried with another browser (Chrome 80 and Firefox 73) and the problem persists. An update has taken place? Regards, MarjorieZoho Projects Track Budget Picklist
I would like to track my project budget based on somethin other than hours. We do not track hours or bill for hours. Instead, we pay fixed amounts to our outside vendors and other third parties to make the project happen. Is this possible in Zoho Projects?Nueva en Zoho CRM - Books - Projects
Hola a todos/as! Hace muy poco que estamos implantando Zoho en una empresa que se dedica al asesoramiento fiscal, laboral, jurídico, etc. y me gustaría recibir algunos consejos de personas que se dediquen a una actividad similar. Respecto a Zoho Projects,Project Invoicing Follow-up
Hi, I am new to Zoho and I am using Zoho One to handle almost everything in my company. There is something I did not manage to do on my project yet. I have a lot of Fixed price project where the invoice date is linked to the closure of some tasks or to milestones. Usually we invoiced a percentage when the milestones is achieved. Is it possible (now or in the future), to declare as "to be invoiced" the price associated to the milestones that has been reached ? The aim is to be able to have a reportIs it possible export information to Ms Excel or Ms Project format?
Hello All, I would like to know if it is possible export to Ms Excel or Ms Project my Zoho projects information? RegardsDownloading PowerPoints from Zoho Project messes up the PowerPoints
Hello, we've been encountering an issue with Zoho Project/Zoho Show. When a user uploads a PowerPoint to Zoho project. After editing the project in Zoho Show and downloading it to use in PowerPoint, it messes up the PowerPoint. (Object missing, videosUpdate Status via Deluge
Hello, Im trying to update some tasks status via API but its not working. heres the too codes i've already trying (besides a lot more): values_map = Map(); values_map.put("status",input.Status); response = zoho.projects.update("roboplan",input.Project_ID,"tasks",input.Task_ID,values_map); info response; The second i've tryed was this: (because i've noticed that "status" haves more maps inside. values_map = Map(); values_map.put("name",input.Status); status_map = {"status":values_map}; response =Project Status - Autoupdate
Is there a way to update the status of a project based on Milestone completion? IE - Milestone = On-boarding, followed by Milestone = Provisioning. When all tasks in On-boarding Milestones are completed, I would like the project status to update fromStart Date and End Date
It would be good if could change the start date manually instead of having to click on the calendar everytime... Cheers Eike KlapperAbility to poll project team for meeting availability
I was wondering if there was a function to propose several times for a meeting and then poll the team for availability (like Doodle). Thanks, CathySharing my portal URL with clients outside the project
Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.Sorting Comments
I noticed that when I add comments to a task, the comments are sorted by "date edited". Is there an option to sort the comments by "date created"? Example: Task "XYZ" is created. My team and I add 12 comments to the task. After the 12th comment, I realized that I made a mistake on comment #1 so I go back to edit comment #1 and fix the error. But after the edit, comment #1 shifts to the bottom of all the comments...so it now looks like comment #1 is actually comment #12. When someone new comesZoho Projects User Group Meet-Up in your city!
We are excited to announce the User Community initiative to engage with you all in person and take you through Zoho Projects. In this meet-up, our team will help you understand task management, task automation and features in Zoho Projects. CollaborateCan't Get "For Each" action to work through my list of Project milestones
I have created a function in the CRM that will update project details and all the milestones and tasks associated with that project when a particular trigger is actioned. I am trying to work through a list of milestones associated with a particular projectZoho Projects Resource Allocation & Sick Leave
Hi there, I've assigned a task to a user, putting in a start date of Wed 1st Feb to the Wed 8th Feb and assigned that user 20 hrs to do in that timeframe. The user has put in sick leave for Fri 3rd Feb in Zoho people (Therefore unable to do the no. ofUnable to add new task via API - Input Parameter Missing
I'm following the spec at http://www.zoho.com/projects/developers/tasklists-api.html#7 to Add a new task to a Project Task list - I think I have all of the required form items populated based on the provided sample,but I'm getting an error: {"code":6831,"message":"Input Parameter missing"} https://projectsapi.zoho.com/portal/{PortalName}/api/private/xml/task/add?apikey={ApiKey}&ticket={Ticket} projId=f8044dc4a76d2d98e298090ee4ab5d05b3711e3d6848763c, personresponsible=aee2293d0f655f48, listId=f8044dc4a76d2d986e2974ab7fd72a8b6755b1c1035e80e0,Client E-mail Notification
Greetings, everyone. My company is growing and now I am at space where I absolutely need to have a bit of automation introduced on the client side. My needs for management is basically Client --> Client Project --> Tasks. I somewhat achieve this by creating a client under Projects and creating Tasks as individual projects (if there's a better way, by all means let me know!), but now I am somewhat at a lost. When a task is marked completed, I would like the ability to have an automatically e-mailHow do I update Task Status via email?
The Knowledgebase says that I can add a task status to a project via email. But it does not give any instructions regarding syntax, how to format the subject line, etc. There are several other "to add a xxx" items in the article that do include all theWeekly Time Log Restrictions
Issue: When a user views “Weekly Time Log” all the previously populated time logs for the week are erased. Suggestion/Idea: Time logs that have been logged for the week gets populated in “Weekly Time Log”, a similar view to “Grid View”. For exampleLogging time on tasks for external user
Hello, On some projects part of the work is done by an external company and i need to track those times too. Currently, I created a table in analytics where i enter manually the times linked to the task id. It is really painfull though. Is it possible to log time on projects for external user (only for tracking purpose, those users do not require any access to the tool). If it is not possible, can you suggest something more efficient than what i currently do with my custom table ? Thank you inNew push notification enhancement in the latest version of the Zoho Project mobile app.
Hello All, In the latest version of the Zoho Projects iOS app (v3.6.5) and Android app (v3.6.3), we have enhanced the notification functionality. From this update onwards, a brief description of every action taken on the respective task will be displayed.Projektbeteiligten-Liste - Wie starte ich eine Projekt?
Das Projekt wird gestartet, der Projektname steht. Als nächstes werden alle beteiligten des Projektes aufgenommen, um damit erhalte ich eine "Projektbeteiligten-Liste", dachten wir, aber das ist in Zoho Projects gar nicht möglich? Ein Projekt hat eineIncompatible US EU customer accounts
Hello, A few days ago, I migrated my company's account from DC US to DC EU. Following this migration I have many problems. For example, I had several external clients who had access to projects on Zoho Projects. I tried to invite them but the supportZoho Projects Due Date Display as "Today" or "Tomorrow" Question
Under Zoho projects, is it possible to have the due date displayed as "Today" or "Tomorrow" if the condition of the due date is equal to being today/tomorrow? This was one feature in Asana that we really loved - not that it is a dealbreaker if not, butShow / hide fields based on criteria
I am trying to set up a field which is shown only when a particular entry is selected. When One-2-One training is selected, the implementation starting date should be hidden.Favorite Views list sort order?
Is there a way to rearrange the Favorite Views list?Zoho Projects = Shortcut = Collapse/Expand all Tasklists
Hello, Would be really helpful and handy to have a shortcut for Collapse/Close or Open/Expand all Tasklists. Can this be added to the existing shortcuts? Best regards, YannicGPS Coordinates for Timesheets
Hi, GPS information is available to track for timesheets in Zoho People but I have a client asking if this is on the roadmap for Zoho Projects as well. If not, has anyone come up with a workaround for this.Zoho Projects webhook
I need to create a webhook that will trigger when a project status changes. I see there are webhooks for issues and tasks but none for projects. Is there a way to create this kind of webhook?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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