To disable a client from adding task
We would like to add clients to our projects, however we would like to disable them from adding task. How can i do this? RegardsAPI to fetch all tasks at once across all projects
Do you guys provide any single API call that will show a user's tasks across all projects? In the current documentation the only way it's possible is by fetching each project id's and than Fetching tasks for a specific user under each Display Type i.e. upcoming/delayed/misc. With this apporach it will take (1 call to extract projects Ids +(no of projects * 3)) api calls to fetch a user's own task. You should also think about adding an "all" option in the Display type. Is there a better way to achieveBusiness hours and lunch break
In our company (like in many others) business hours include a lunch break of 1 hour. We work from 9:00 am to 1:00 pm and again from 2:00 pm to 6:00 pm. Currently there's no way to make Zoho Project exclude this hour from the daily business hours and that's make it very difficult to use (compared to other solutions). Can you please consider adding a way to customize business hours including one or more breaks? Thanks in advance, GabrieleTask tags
Hi, I've just started using Zoho projects in the last week but can find no way of adding tags to tasks, task lists or projects. Is there a way to add tag so that I can search / filter by these? Failing adding tags, is there a way to add more status's so I can filter my tasks based on these? Or failing that... Is there a way to filter projects by Custom Fields? Thanks.how to do getrecordsby id task in zoho projects
Hi, May i know the sample script of getrecordsbyid in zoho projects .. i am trying this in custom function ; becuase i have added 2 custom filds. so using getrecordsby id for projects module in projects hope i can do this. Pls let me know. Thanks andTip #24: Zoho Meeting Integration
We have been constantly working on Zoho Projects to make it more productive for you to organize your projects and manage your team. Businesses around the world always seek to ramp up their potential and their development is emphatically dependent on ideal communication and time management of the team. With this meeting integration, Zoho Projects has made it easy for you to schedule an online meeting to cooperate with your team. Let’s see how this integration helps Helen who works as a manager atHow do I get ALLLLLL of my tasks out of Zoho Projects via REST API?
Hi there, I am trying desperately to be able to build an ETL job that will periodically update our internal DataMart with our WBSes and time logs from Zoho Projects with data retrieved via REST API calls. PLEASE NOTE: doing this is a requirement for myIn-House, Non-Billable Projects
I use Zoho Projects solely for in-house projects with fixed cost budgets. Only bills and expenses need to be charged against the budget. There are no customers to be billed or invoices to be created. How can such a non-billable project be set up? AsWhere are Kanban swimlanes
So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one. Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some researchAwkward task entry
I am completely new Zoho project user and am trying to enter my first project. The process is very awkward and I wonder if I missed something. Enter task #1 Enter task #2 with start date = finish date of #1 Cannot set dependency at entry (major inconvenience) Go to dependency view and try to set #1 as predecessor to #2. Not accepted By trial & error I find that dependent task start date must come after previous task en date. I am used to enter tasks to start at present date, give duration and thenTasklist Dependancies
I'm sure I'm just missing something, but how do I create dependencies between task lists?Fixed cost projects and Actuals
Recently my company and i have been working with Zoho Projects. We are a consultancy which consults in microsoft. Now we use Zoho Projects for our projectmanagement and our invoice via books en zoho expense. So the question is as follows, We have twoSLA and Issue Tracker
Hi There. We have setup an SLA for a project and are using the 4 different levels. Our use case is that we want an email to go out when the issue is created, after 2 days, 4 days and 6 days of being open. We want this to consider BUSINESS HOURS only though.GoProof integration
We are looking for a solution for project management pipeline to send out creative PDFs to a client to proof/make changes. When client makes the changes or signs off on proof we would like that to trigger the pipeline to continue and notify a user/designer. Is there any integration with Zoho and proofing ? Our clients would not have access into zoho. GoProof.Net is one of the proofing softwares that we currently use for external proofing.Zoho Projects free trial (Premium/Enterprise)
Hello, we consider use Zoho Projects, Zoho Reports and their integration add-on for our company, but we need to test, how it works. Integration add-on is only available with paid version of Zoho Projects, so I am curious if I can upgrade my Zoho Projects in any way to test it. I searched Zoho Projects FAQ, forums and google for such trial, but didn't found any information. Thanks in advance, EveZoho Projects Log Hours Notes max length no longer 10K characters
Dear Sir, Last Friday, Zoho Project Log Hours Notes Max length was still 10K, but now it is not. Please maintain the Max length to 10K. Kindly see the Attachment for the Max length error. Thank you.Bulk Update Tasks/Task Lists/Milestones
Is there a way to bulk update tasks/task lists/milestones? We have several projects that are in the same template, and our staff complete them tasks at a time - and would like to go in an bulk update all related tasks/task lists/milestones at once. But you can't do this. I remember in an old version you could export your tasks, update the excel doc and reimport. But it doesn't seem like that option is available anymore. Can someone provide a solution/idea? Otherwise we are spending a lot of timeThe due date in the custom view is reduced by one day when the view configuration is saved
I create a custom view in which I want to use a due date criterion. Here I select the desired date and save the view (see initiallySelectedDate.png). Unfortunately, only tasks and issues with the previous day as the due date are displayed. If I switchAdd the ability to Export a PDF and CSV from Milestones
It would be awesome to be able to export this page as a PDF: Additionally being able to export this exact view as a CSV would be an added bonus!Project API Get Task Comment Email Address
Is there an API that would allow us to retrieve a task's comment email address? We would like to be able to retrieve the task email addresses in bulk so we can have them handy when creating emails that we want to also document as a comment in a task.New User Hierarchy in Projects
I really like the new user hierarchy in projects. I created the spreadsheet, uploaded it, and everything looks great, except I misspelled one of the email addresses. How do I edit my hierarchy? I edited the spreadsheet and re-uploaded it, but it didn'tRate Per Hour for task in zoho
Hi, I m finding a big Obstecal in Zoho system, I can not find the Icon Rate per hour for the Task , some times its shown in some task but the other is notNot Receiving Document Updated Notifications (In Projects)
Hi there, I used to receive very helpful notifications whenever a document was being updated by a team member. Now, I no longer receive those notifications. Although, members of my team do receive them. There has been some updates going on with the documents part of projects, but I need this functionality to work. It's very important to the way we have been doing things. Please let me know soon. Thanks, ChadHow to add same Client User to more than one Project
In Zoho Projects, we are able to add a Client User to a Project. We need to add the same Client User to other Projects. When I try to add the existing Client User to a different Project, I get this message below. It does not allow us to add any ExistingGroup by Owner/ Owner Kanban /Group by Custom Field
Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on. We are seeking an optionAnyone use Zoho Projects for managing smaller effort initiatives?
We have multiple "IT Initiatives" that are not as complex as an approved project, but still need to be tracked and managed. I was thinking of creating an IT Initiatives project with a Task List for each separate initiative. Anyone have a similar situation?Contractor Users
How can I give a contractor access to view all project tasks?Client users
Does the client users count as users as mention in the pricing plans?Task Numbering
Does anyone know ANYTHING about this new task numbering system that was just released today? I find it frustrating that updates are rolled out randomly with no prior announcement, communication, or support information. I contacted Zoho Support and was told they are working on a UserGuide "soon" and that "it will be useful to number your tasks." Also there is no way to disable this (completely useless) feature. I would like to have more information on updates BEFORE they happen so I can inform myZoho Projects - Update tasks based on an import?
Here is a use case I run into often but have found the import functionality not working as expected In Zoho projects, i have about 2,400 tasks for my project I needed to update the status of about 800 of the tasks to mark them Closed So i did a bulk export of the tasks.. updated the status and then used the import functionality to import all the tasks back I made sure to include the Task ID and the Task Name in the import HOPING that the system would be smart enough to match the two up and UPDATEHow do I automatically update a project status?
How can I automatically update a project status when a task is closed out? For instance, when I set a specific task status to "closed", I would like that to automatically update the project status to "in progress".Retainer Invoice and payment in Zoho Projects
Is it possible to create a retainer invoice on a project (from within Projects) and have it applied to invoices to be paid?Managing meeting minutes and actions as part of a project
Hi, is anyone using Zoho features to address the following scenario? And even if you are not using Zoho features, have you come across with similar ask? Overall I am trying to address a challenge with minute taking/tracking As part of project, often,Track time against events, and allow associating of tasks to events.
can you please add the ability to track time against Events, and also to associate tasks to events. This would help our scheduling a lot. Right now we make a task for each appointment which the techs then track time against. then they have to completeTip #5 - Share Your Snapshots On The Go With Screen Grabber
Sharing becomes easier than ever! Right when you think of sharing a file, document or an image, you generally take a screenshot, save the file in your drive and find buttons like 'Upload' or 'Attach' to share it with your team mates. Doesn't it look like one heck of a time? Well, let me take you through a quick tour on how sharing a snapshot becomes fun with Zoho Projects. Have you ever noticed a small TV screen icon at the bottom right corner of your status bar? That's where the magic of sharing[TYIA] Zoho Project using Deluge
Hope all is well. I would like to learn systematically to develop Zoho Project using Deluge, is there any training/websites that would be helpful? Any trivial information would be helpful and appreciated. Thank you in advance.Regarding Email Alert Notifications
I have setup 10 email notifications in my blueprint. All are working fine too. But I'm receiving 10 different emails for 10 alerts, instead of 1 in a conversation view. If I change the subject of all Notifications to 1 common subject, will those be triggeredfind & delete documents from a project
Hi, I have added documents to a via tasks, and I can see them if I click the Associate Documents button in a task, but I do not see anywhere that I can delete them. If I go to docs.zoho.com, none of my files show up. I see in other questions there is a document tab on the left side of the screen, but I do not see that in my portal. Could someone please tell me how I can see a list of all documents I have upload and where I can delete them? (There is no option from the Associate Documents popSelect multiple tasks to mark complete
I am trying to find a way to select multiple tasks to mark complete. Is there a way to do this? It seems like a common function but I can not see where it is available.Can only assign single user to feedback
In Zoho Sprints, you can have multiple assignees for bugs. In Zoho Projects however, you are forced to have a single assignee in Feedback tasks. We avoid using Feedback for this exact reason. When you link Zoho Sprints to Projects, the bugs in Zoho SprintsNext Page
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Power of Automation: Automating Task closure when associated Issues are resolved.
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:-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,
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Zoho Projects API filter search?
Good day everyone, I am trying to grab all the projects that belong to a project group using the API. I got my group ID. I am already using some paramaters in my request to be able to grab more than 100 (yes we have a lot of projects). So trying to addPower 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?
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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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