Time Log Threshold for Reminders
In Zoho Projects, the admins can now set a threshold for Time Log reminders. The user will be notified if the entered log hours are less than specified duration. For instance, if the admin sets 9 hours as the threshold and if a user logs 8 hours, a reminderTeam folders name column in the "Documents tab"
Greetings, I hope find all doing well and safe! I would like to suggest an improvement in the "Documents tab". If the associated team folder name is quite extended, it is not possible to adjust the column length in the left, then sometimes we have bigHow to export project information to get a final Project Document as a delivery?
Greetings, I hope find all doing well and safe! In the conclusion of a project, we have to send a Project Document to our clients, with all descriptions (each milestone, tasks, subtasks, notes, attachments, logs, comments, etc) making a kind of ProjectAdjusting several task attributes to many tasks at once.
We often need to change several attributes of several tasks. This takes a lot of time, and I've been doing this for years. We really need a better solution right now. For instance, we have a few custom fields that we use on tasks. Let's say we have 5Calendar is now updated in the latest version of the Zoho Projects iOS app
Hello All, In the latest version of the Zoho Projects iOS app(v3.5), we have brought in support for calendar module along with iOS14 compatible widgets and wind down shortcuts. You can schedule meetings, organize your tasks, events etc. safely and securelyAdd comment shortcut "Ctrl+Enter"
Hello, it would be g useful to an option to "Add comment" on a project task simply by pressing "Ctrl+Enter". Is there any plan for this feature?Timesheet SOP
Hello Community, Does anyone have a SOP for entering timesheets that you would share with me? I want to make sure I don't miss any features. We have been using Projects and timesheets for almost 2 years, but there has been a lot of push-back and lackKeep Planned Work Hours while increasing duration (start/due date) from GANTT view
Hello, I'm mainly using Projects to manage my personal projects and avoid missing deadlines. I usually run several projects in parallel and I apply this process: I start by creating some task lists containing tasks for each project for each task, I setChecklist
Hi, Is it possible to add or update a Zoho Projects Task's checklist via the API? Thanks, RaduHow to integrate Zoho Projects with Creator
How to integrate Zoho Projects with Creator ? So I can pass the report link of my form to a field in the project details. I'm not asking about API as there is not much information on that too.All Email Notifications in one Email
I want to have all the Email Alert Notifications in a single email throughout a project. Example: I have created a project with many transitions in the blueprint and at some stages of the project, email alerts are programmed. A total of 10 alerts areEdit Project Number?
Hi all: We just signed up for a trial of zoho one, which includes ZoHo Projects. We've noticed there was a 'dummy project' preloaded in projects to help familiarize yourself with the software. We've created a couple of our own projects now but noticed since the dummy project was preloaded, our projects start with number 2 then 3, sequentially. Since it seems we will be keeping zoho past the trial, If we delete the dummy project, how do we get our own projects renumbered, beginning with 1? We'd likeTip #33: Restricting time logs for past and future dates
Here's a tip on how to restrict users from entering log hours for the past or future dates in the Timesheet. Once timesheets are approved the invoice is generated for the month. If an employee makes changes to the past dates, the changes will reflect in the reports of the subsequent month. Reconciling this data with the previous month's invoice can be confusing and time-consuming. To avoid errors, the users are denied permission to add or edit past hours in the Timesheet by choosing the Don't AllowSorting of UNGROUPED PROJECTS by Project Number
Hello, Is there a way to improve the sorting of data based on the selected field. In my case, I want to sort by the "Project Number" (this is a custom number field created). As seen on Figure A, this is sorted, but when I go further down, on Figure B, other projects is not sorted, whereas, it should be sorted by all the projects. Figure A Figure BAn admin should be able to make any members follow anything (tasks / task lists etc)
Experiencing so many limitations in Zoho Projects at the moment like I can only follow task lists for myself so in order to get various team members to follow something, I have to message them in Cliq and ask them to follow a task list (before I assumecreate new task from email
it would be great to have an email address to send to that would create a new task. It could put the task in a generic group that could be organized later. This would allow handheld users to use it better. thanks. mw.tomTasks & Milestones
Hi, Sorry if this is a stupid question, I'm new to this! I've started my project in the wrong order, and I've added my tasks before my milestones. Once I create a milestone, is there a way I can link an existing task to it? Thanks, Anna.Is it possible to record an expense to a specific task?
Is it possible to record a vendor invoice or an expense not only to the project but to a specific task in zoho project, maybe with a lookup field? Then I can analyse it in Zoho Analytics?How do I add events to calendar without having to associate to a project?
I am interviewing later on and wanted to add my interviews to the calendar but it expects me to choose a project. Surely there should be a personal calendar where I can add my own appointments etc without everything having to be associated to a projCan't assign 'Issues' to client users
I've made an issue 'External' but I don't appear to be able to assign to client users... The help tooltip says to assign external issues to client users, configure client permissions under the respective issues settings yet I think I've allowed all ofProject templates limit
I see that there are a limit of 8 project templates with the Express subscription. Is there any limit to the number of projects (not templates, but actual projects) that one can have with each subscription, outside of the data storage limits? My other question is whether you can upgrade your yearly subscription if you decide that you need to on a prorated basis? Just paying the difference from you existing subscription?Project Numbers
Do project have "project numbers" associated with them? If so, where do I find the number?Task and Project numbering
Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs. Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasksAdd custom field in a task
Is there any estimation on when this feature will become available. We are seriously considering to move away from zoho projects due to this limitation.Finding the Task Template ID
Where in Zoho Projects is it possible to find the Task Template ID?Email notifications for Open Tasks
Good morning, I'm currently trying to find out how to best use Zoho Projects for the needs of my business. What I would like ot achieve is a single email being sent to each user on a daily basis, with a list of all open tasks in their name. We have trialledNew Features in Zoho Projects
Zoho Projects has added new features to enhance project management. Here is a quick rundown of some of the features. Import users from a CSV file. Portal users can now be imported from a CSV file. This feature is a beta release, and you can write to usHow can I trigger a task on competition of a task
I want to trigger 3 other tasks on completion of a particular task and so on. Sometimes 2 tasks got triggered by completing of one task. But I can't find any particular setting to manage that. As well as the project statuses are useless at I have toRecord Project Task Status Changes (Status Timeline)
We need to track the average business it takes to complete a tasks with some exclusions. We use Projects to track incoming orders. Before the order can be entered into the system several steps need to be accomplished. The process has a general orderTip 50: Customizing fields and layouts for time logs in Zoho Projects
Dear users, We received many feature requests regarding customized timesheet fields from you. A few of them are highlighted below: "We would like to add a dropdown in a time-log with some custom values in it, preferably connected to a field in a task/issue that sets a default value but can be overwritten." "We have a few projects wherein we want resources to clock hours against specific items. We have multiple sub-projects under a specific client project and would like to capture hours for sub-projectsWhat are the examples of custom functions in zoho projects ?
I want to create a function where a user will be notified in his cliq and bell notification in projects (not in the email) after a task has been done. The notification will be about his task starting. Example I have a task list which have 10 tasks, rightHow to set Task start time to start of business day instead of midnight?
When I'm roughing out a project plan and I get some time estimates in, I start setting when I think tasks will start. Zoho defaults to midnight instead of the start of business day (9AM in my case). I want the start time to always be start of businessHow do I assign an Task Owner when no start date is set?
Currently when I try to assign a task owner, if there is no start date set, only admins on the project can be set. How do I configure it so I can set up a task owner for everybody, even if no start date is set?Changing Percent Complete to 100% changes Task status to Cancelled
Working thru the Task view on a project, I changed the Percent Complete of several Tasks to 100%. The status of the Tasks changed to Cancelled. Why wouldn't it change to Completed? Is there a setting for this, or it this a bug?Zoho Projects users get added to .eu domain, but site is on .com domain
Hi, 2 questions: 1. I paid for an extra user in Zoho Projects and asked him to register on our domain. He is forwarded automatically to the .eu domain and the site is on the .com domain. I tried the steps described in other forum posts, nothing worked...Import subtasks from excel
How can I import tasks and it's associated sub tasks from excel file ?Changing Percent Complete doesn't change Status
When working thru the Task View on a project, I can use the Percent Complete dropdown list to indicate progress on the task. However, if the Status was Open and Percent is Zero, and I then change the Percent Complete to something other than Zero, theStop auto creating name all in lower case from email address
It's only a small thing but creating users properly is a nightmare because you just make then use the first name of whatever is before the @ in their email address. Took me ages how to actually change my own name from 'geoff' across all Zoho projectsLog time for other users
Is there a way to log time for another user for a particular project. I manage a number of contractors and sometimes I need to enter their times in Zoho Projects. I can view the time sheet for a particular project, and from there I can see the time sheet for a specific user. I can even edit another user's times. But, I can't add new time to a project for another user - it always ends up being added to my own time sheet.Sort Kanban by due date
Hello Team, Is there a way to sort the tasks based on due date?Next 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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