Checkbox in task and bug description
Are there any possibilities to add a checkbox list in task or bugs description? I think the way evernote manage it is very good. https://help.evernote.com/hc/en-us/articles/209005597-How-to-make-a-checklist thank's in advanceResource Allocation Report does not include Client Users
As a project manager consultant, I often find that I need to track Client Users resource utilization. When I run the Utilization report,the report only includes internal users. Client Users are not shown in the report. The way I get around this limitation is to export the entire project plan, duplicated tasks that have been assigned to multiple Client resources and then do a cross tab report in Excel. This is a lot of work and very unproductive. Is this a design feature or a bug? ThanksLog Hours for unassigned Tasks and Issues
In Zoho Projects, you can now add log hours for the tasks and issues even if you are not assigned to them. This permission can only be enabled by the portal owner or the admin. For instance, assume that you want to log time for an unassigned task. ByCustom Functions for Tasks
In Zoho Projects, you can now automate the workflow of your tasks by creating a custom function. You can drag-and-drop Conditions into your function using Deluge. These functions can be called from one or more task workflow rules and blueprint. For Instance,"Create a task" as an action for blueprint!
Due to all tasks in a project having to have the same task template, I've had to build my system using several different projects for my overall workflow. When something reaches the end of a pipeline in one project, it necessitates the creation of a task in another project to continue on in my overall pipeline. This creates an extra work step for me as I have to then create that task. Right now, my workaround is an email alert which hits a filter in my Zoho Mail box, which triggers an email to beHours of sub tasks rolled up to automatically reflect as total hours required for the main task
Hello Team, Do we have something in Zoho that helps in rolling up the total no of hours of subtasks to the main task, like we have in MS Project? Thanks ShaiHow to work with client users
Hello, We really like the Zoho suite of applications. Currently we start working with Zoho Projects. Certain projects we would like to share with client users. They are non-Zoho users. Now, I have some questions because it is not really clear fro m the help documentation: What will happen if we invite those client users by using their company email addresses; will they be able to work in Zoho Projects from then on, just by re-clicking the link that they will be sent in the initial invitation? OrResource Utilization whit Issues
Hi Everyone! On Zoho Projects in Reports module, we know it exists the Resource Utilization. But this feature only applies to users whit associated tasks only! My suggestion is, in the Resource Utilization, the reports aply in task AND isssue. My companyClient Profile
I try to give access to clients but the functinality has a major bug. I do not want the client to be able to assign tasks direct to my team. has anybody world wide accually wants this? This is a major problem. I do not even want to see my task custom fields. I want to be able to downgrade what the client can see. I do not want to see my team names or anything internal. What is the purpose of External if he can look inside? This client feature should be for Gant timeline, something for the clientProject User Budget vs Cost?
I'm starting to look at Projects for our client work. I have Projects Integrated with CRM & Books and have 2 questions. Should a Project Budget be set as the expected cost of the project or the expected invoice total for the client? (for example, we estimateView Project Name on Project Documents
When you add a document to a project there is zero indication on the document what project it is associated with. This means that we have to add some sort of identifier to the document every time, which is not foolproof. We have many similar projectsConditional Custom Fields
I'd like to be able to create conditions which would cause one or more custom fields to appear if a particular value is selected in another. For instance if I pick "Toy Production" in a custom field called Project Type, I would like a drop-down menu to appear where I could pick the toy being made.Zoho Projects within Zoho One has no Jira import feature
So according to this article https://help.zoho.com/portal/en/kb/projects/settings-in-zoho-projects/import-data/articles/import-jira-projects#Prerequisite the Import Jira feature in Zoho Projects is not available to Zoho One users. So how are we meant to sync Jira projects with Zoho Projects if we are a Zoho One user? Any advice gratefully received AlexIssue reports suggestion
Hi everyone! I'm a project manager and my priory job in Zoho Projects is extract Reports! And we know that Zoho Projects, can make reports of task and project. But i my company, we hardly work on issue whit integration whit Zoho Desk, and i can't extractUser Hierarchy in Zoho Projects
An organization's user hierarchy refers to how users are structured into teams and groups. In Zoho Projects, users can view the reporting details of a user in a tree structure. Users can set a hierarchy based on roles and assign reporting managers toChange in time logs API endpoint
¿Was there a change in the "Get My Time Logs" API endpoint? [1] It previously allowed me to fetch timelogs for all users in our portal using "user_list=all", which is still documented there: But starting on January 20th I'm only allowed to fetch my ownZoho Projects - Save sort order when viewing projects
Is there a way to save the sort order after sorting your project list alphabetically. Currently every time the we got to the project page, the projects are in some mismatch order making it impossible to find the correct project. Click sort alphabeticallyCalendar views to exclude weekends
I have set the working days & holidays for the org; is there a way to 'hide' the same dates in the Calendar view? In the calendar, I would need to view only the work days (with the ability to show/hide holidays)MS Project To Zoho Project
I want to transfer the projects I created on MS Project to Zoho Project. However, the fields I created in MS Project do not match exactly in Zoho. Can I find a sample template file for this? I want to prepare and import my MS Project files according toPlanned vs Actual report
I raised this already. but maybe someone else has a work around. I just noticed that when a user is removed from a project (eg if he leaves the company), he is automatically removed from Planned vs Actuals report as well, which means that data is incomplete/inaccurate.Allow adding subtasks only?
Hi, We would like to create a user profile that allows users to create subtasks for the existing tasks, but does not allow them to add new tasks to the project. I can't seem to figure out how to do this, as the only option seems to be to select 'Add'Sync Issues with Zoho Sprints
Zoho Sprints helps you manage your projects based on agile methodology. The work items in your projects can be created as a sprint which can be managed under a sprint board. You can now sync your Zoho Project issues in Zoho Sprints if your portal is integratedTask Layout Rules - Business cases
Hello, Guys! We are happy to meet you all in this community post and hope all are doing great. We are here to share a bunch of use cases in a series under various features with you. All the existing users of Zoho Projects can view the cases and letHelp Using Zoho Projects for Construction Projects
We are trying to use Zoho Projects for managing home renovations. Is there any material for help with initial setup for this scenario? Thank you.Want to be able to add a task to all open projects or specific project groups
Would like to be able to add a global task to all open projects or groups. We deal with a lot of task lists that are the same for each project and want to add a task to all the open projects in that particular group.How Do I Add Project Users, Clients, Viewers, and Followers?
When a project is created and the tasks are determined, you definitely need to assign roles to your team members for effectively hitting the headway. Thus, the importance of stakeholders comes into play for expanding and elevating the project stand to the next level of excellence. The four different types of project stakeholders are: Users Clients Followers Viewers Have you ever thought about the significance of adding viewers, followers, users or clients to your projects? Here we go! Convert viewersCalendar is now supported in the latest version (v1.2) of the Zoho BugTracker iOS app
Hello All, In the latest version of the Zoho BugTracker iOS app (v1.2), we have brought in the below features: Calendar: Track all your project activities using the Calendar module. BugTracker calendar is a simple and secure way to organise meetings quickly,populate budget field from estimate
Hi, is there a way to populate the budget field from the estimate that is created inside the project itself? i have the project-invoice integration setup, hoping to be able to create an estimate and have that total be the project budget without havingSet work hours by resource
Zoho Project is pretty good but there are a few features that seem fundamental that I cannot seem to find. How can I set work hours by resource for any given day. For instance, let's say I work two hours on a project this week but my coworker is workingZia "global" search
Hello! Do anyone know if Zoho Project is included in ZIA's global search? At the moment I don't see it. Does it depend on the subscribed Zoho Progetto plan? Thank you in advanceAdding to the Activity Stream, On Behalf of Another Account
Hey everyone, I have an application that makes changes to our Zoho Projects through a Developer account. Changes made through the application come up on the Activity Stream as "developer", which is working as expected. I have two questions: Is it possibleKeep Me Signed In... doesn't
The "Keep Me Signed In" option on the login page is not working for Zoho Projects. Could you take a look? Your session appears to be a normal browser session (i.e. logged out when you close the browser), regardless of that checkbox. Thanks, AlexTask Progress granularity
Hi, we have tasks that are usually shorter than one day. The progress granularity of tasks is 10%, which means i can set 0%, 10%, 20%, ... 90%, 100%. This is quite fine and usually not required on our scenario. Is there a way to have a coarse granularityNeed a way to mark documents, wiki and forum as Internal or External too.
This is a huge requirement for our team. We would like to use zoho forums, wikis and documents but sometime we have some internal things to post that we don't want external users to see them. Is it possible to do it?Saving Customized Project Reports
Is there a capability to save customized reports within the paid version of Zoho? The ability to add two comparison items and then add in as many filters as needed is useful but I am trying to save reports so that I can just click one button to see themTags are now supported in the Projects Android mobile app.
Hello, In the latest version of the Projects Android mobile app (v3.4), we have brought in support for Tags. Tags are an easy and effective way of instantly accessing what you are looking for. Create your own tags and associate them with projects, milestones,Project Tasks
All tasks are missing. Can only see the list with "plain" view but in kanban and classic the page is blank. All commments in tasks are missing too. This started this morning. need solution urgently thanksZoho Projects - Client Approvals on tasks or items
I am curious to see what the community has done or built when client approval is needed on a task. What is the best way to approach this? Did you build a custom function? Did you work it into a blueprint somehow? I am thinking about implementing something like this and would appreciate getting some feedback on what has already been done.Code Commits and Changesets in Zoho Projects
Software development is a never ending process. Sometimes code is written for a new feature or to modify an existing feature or to deal with a bug. To handle numerous lines of code and their multiple versions, GitHub and Bitbucket provide a repository to store your code. The Bitbucket and GitHub integration lets you view your source commits from within Zoho Projects itself. This feature is available to our Premium and Enterprise users The Workflow You will have to set up a service hook for ZohoDoes new changes in project template reflect on old projects?
I need to understand how the new changes in a project template would reflect on the older project that have been using the same template. Is there a way to disable changes in the project template to ensure no mess up happens? or does it show a confirmationNext Page
Announcements
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,
Most Discussed Topics
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 encodeTypes 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
Frederick Dicaire
Shubham