6500 Error when updating task status
Hello, I am trying to update the status for a task via the API. The response I get back is the following: { code: 6500, message: 'Status and % completion cannot be updated for tasks associated with blueprint' } The endpoint that I am using is: POST /portal/[PORTALID]/projects/[PROJECTID]/tasks/[TASKID]/"Reports" section should be renamed on "Charts"
The "Reports" section of Zoho Projects seems to really be high level charts. Please consider renaming it "Charts". Zoho Projects doesn't seem to have any built in reports that I have seen.How to find Workdrive folder associated with or assigned to a Zoho Project
Hello, For example, let's assume that the project name is TestProject, how do I get the Workdrive folder associated with or assigned to a Project in Zoho Projects? I only have project name, and I need the Workdrive Team folder ID. So, is there an APIAdd ability to save without "submitting" time
Professional consulting/accounting firms typically are able to enter time without submitting it (similar to Zoho People). This would be very helpful to include in Zoho Projects. For example, we submit our time every week. Time can be entered and reviewedHow can I Associate a Project with Account when a new project is created from API
We are creating project on zoho projects by making API call. How can we attach CRM Account to that newly created projects.Changing duration of task when adding more resource
Hi, We have a list of tasks within a Project that we want to put an estimate against relating to how long it should take to complete. We don't do this at a very granular level so the smallest amount of time we need to track is normally half a day. ThisProject and Workdrive relationship
Hello, Since Zoho Project is linked/associated with Workdrive, is there any way to fetch the ID of the Workdrive Folder associated with a Project from the Get a Project API?Sort projects by last date updated?
Is there a way to sort projects by the last updated date? (not by task, or task list, and not by the Gannt view -- its too busy) We just want to see in a fast "big picture" way the projects that are not updating tasks, or listing task, or completing tasks. Like a list of the projects, and the last updated date Thank you, -AthenaIs there a way to change/create a widget to return % completed for individual projects?
I need to see % of task completed as a whole on my projects rather than number of task. How can I accomplish this?Zoho Projects app update - Copy URL and Task journal view redirection
Hello everyone! In the latest iOS version(v3.8.5) of the Zoho projects app, we have brought in support for the following features: 1. Copy project URL 2. Task journal view redirection Copy project URL You can now copy the project url within the projectWhere is the Trash in Project?
I trashed a template (today) & want to restore it - but I CAN NOT find the trash! I got a message saying I could restore the template within 30 days, so it should be somewhere. Please help!Power of Automation :: Automatically divide the work hours between the task owners
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 automateMake Project Level Fields Available in Task Report
It would be helpful if we could add columns from Project level fields in the Task view. See screenshot below for reference:Creating departments and sub-units under each department
Do we have any option in Zoho Projects to create multiple departments and sub-units under each department and access control enabled for each department and unit. Currently we are not able to maintain projects across different departments independenMark Task view as Favourite/ Set as default - Zoho Projects app
Hello, Everyone! In the latest Android version (v3.9.4) of the Zoho Projects mobile app , we have introduced the following features: 1. Mark a task view as favourite/ remove from favourites 2. Set a task view as default Mark a task view as favourite/Achieve Full Financial Control by Tracking Both Cost Budget and Budgeted Hours
Zoho Projects now supports tracking budget with both Cost Budget and Budgeted Hours simultaneously across all modules (Based on Project, Phase, Task, or User). Why Track Both? Tracking both cost budget and budgeted hours provides a more holistic viewHow do I automatically assign the project owner for all tasks in Zoho Projects?
I have been researching for days on how to automatically assign all the tasks to the project owner on creation of the project in Zoho Projects. I have been having to go in and manually change all the task owner from 'unassigned' to the owner of the projectZoho Project Defaults
When I mark a Task to Closed, it disappears from the list. We still want to see all the task list and see what is completed. Is there a way to have the Closed. Is there a way to show Closed tasks? Is there a way to change the Status defaults? Also, whenCannot see Milestones or Phases in Projects
We are on Zoho One. I am in Projects and entering Tasks, but cannot see Milestones or Phases in the tab or anywhere to add them. Anyone know how to set this up?Formatting of Gantt Chart for PDF export
Hi all, There really needs to be some improvements to the presentation of exported PDF Gantt Charts. An exported format is the way that most people on a project (other than the PM directly) will consume this data. The current PDF export options are lacking a lot of control. - I'd like to firstly have control over the export size of the PDFs (A4, A3 etc), Currently it seems arbitrary - very large aspect ratio print sizes. - Next i'd like to be able to specify the print date range, and scale (showTip: How to print the Gantt View
Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestonesZoho Project: Update on program level tracking?
I saw a post from about 10 years ago about the ability to track Programs in Zoho Projects. Has anyone found a way of managing associated projects as a program?Populating a user pick list failing if user is not an admin or portal owner
I have a function that, until recently worked fine. The function essentially copies another project. One aspect of this copying was to take the value of a UDF that is a User Pick List, find the correct user id for that user, and populate the correspondingtime log period settings - log past time - how to bypass restriction for portal owner and admin.
I am the portal owner/admin. i set the timesheet restriction for my employees that they can only log past time up to two weeks from the time they are trying to log time, to prevent people adjust their time and to have a good practice of logging time onRevenue Budget - add amount to the revenue budget
I just realized that only the Revenue Budget gets to sync over to Zoho Invoice, and I was informed if I have already sent out invoices then I can't add/add additional amount to the Revenue Budget, UNLESS I delete the invoices first, add the amount toRollup not working in projects created with a Project Template
Hi per your instructions Roll Up Using Gantt Chart | Online Help | Zoho Projects I should be able to roll up the dates for subtasks- tasks-milestones But when I create a project using a project Template I've created, and I enable the roll up functionWhat is the field "Completion Time" for ?
There is a field in my project detail page called "completion time" but it's a single date field. When I try to edit the layout the field is not there for me to remove/hide/rename What is the intended use for this field ? How does it differ from End DateZoho Projects Severity Update via API
Hey team, Is there any API call I can make via postman to update the severity of a bug/ticket in my Zoho projects ? For eg, I want to update the severity of my bug/ticket from "based on Due date" to "Minor" from an API callPower of Automation: Automatically notify project owners via email when a project is overdue.
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:-Exporting Templates
I have just spent 2 hours creating a project template for a Netsuite configuration, and want to share it with other Zoho Projects users - who have a different account. Is there any way to do this?🎉 Celebrate Zoho Projects’ 18th Birthday with Us! 🎉
Hello Zoho Projects Community, We’re thrilled to announce that Zoho Projects is turning 18 today! To mark this milestone, we’re hosting a special AMA (Ask Me Anything) event starting at 3 PM IST today and running until 3 PM IST tomorrow. This is yourHow to best automate project task export to Excel?
Hi all, We are B2B SaaS company using Zoho projects for implementations. To communicate with clients we use excel, powerpoint and thinkcell. I would like to automate the export from the zoho project to Excel. What is the best way to automate this export?Showing employee skill sets
Hi, We're new to Zoho projects and quite liking it so far. I was wondering if theres a way to include a users skills somewhere in their profile, such that when you go to "Users" in a project, you can see who they are and what they do (I.e. devloper, Python, Drupal, ETC). Thanks! MikeHow to configure subtasks to automatically assign to the same Owner of the parent task?
I'm trying to understand how to get newly created subtasks to automatically assign to the same owner of the task (parent task) in Zoho Projects. Can you please advise?Unable to integrate Zoho Projects and Zoho Workdrive
I'm a Zoho One subscriber. When I go to Zoho Projects > Settings > Marketplace > Zoho Apps I do not see an option for Zoho Workdrive but I do see one for Zoho Docs that does nothing. How do I get the option to integrate Zoho WorkDrive and Zoho ProjeKeeping Project Notes permanently
I have been using "Feed" to keep our project notes as it is very easy to use and access all projects in one place. Recently found out that Zoho does not keep this feed consistently over all projects. Some of the feed is kept in Activity Stream, some not at all. I need an easy to use space to keep each entry of notes I place with a project. Zoho Notebook is not an answer as far as I can tell because it is not project specific. Creating a document has too many steps for the 85 projects I keepKanban View for Projects.
At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.Restrict Document Viewing in Projects
This is a ridiculous feature that a base line role has access to documents. All I wish to do is remove ability to view a document it should not be hard, however, despite numerous conversations with the help team I have found no way to do this. Can thisCreating roll ups on custom_fields
portalId = 60XXXXXX; // projectId = 19063XXXXXXX; // taskid = 19063XXXXXXX; response = zoho.projects.getRecordById(portalId,projectId,"tasks",taskid,"bs"); // info response; tasks = response.get("tasks").get(0); info tasks.get("id"); p_task_id = tasks.get("parent_task_id");Need Help Regarding Workflow Error In Zoho Projects (Tasks Workflow)
Hi, I hope this email finds you well. I am facing an issue regarding triggering zoho projects (task workflow). Starting with a macro rule I am putting data in a custom field named created task. The value will be "yes" whenever the macro rule is triggered.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/outsideImporting Project template from another organisation
Hi, For one organisation I need to copy a Project template I built for another organisation. The current template uses about 20 fields for the project details, a list of about 50 tasks, and a set of 4 tabs. There are 2 automations also linked to new projectscustom_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?
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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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