Power of Automation :: Automatically send an email to the Deal owner based on Project completion percentage
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 automateCreate Project Custom Function Not Working
When I follow the instructions below // TODO: Please create a connection for the Zoho Projects service with the scopes "ZohoProjects.clients.CREATE" to Replace 'xxxxxxxxx' and Zoho CRM service with the scopes "ZohoCRM.modules.CREATE " to Replace 'yyyyyyyyy'Where to find Tasks and Milestones of an archived Project
Where can I find and export the Tasks and Milestones of an archived project? When I attempt to export archived projects, the associated tasks are not included, and only the number of open and closed milestones is displayed. Additionally, exporting tasksHow can I use document setting api in zoho project.
I wanna set team forder in document when I create new zoho project by the api. There is no way to add team_folder in create API or any API on document. When I try to update on zoho project I can see this api(/api/v3/portal/803768332/projects/2084820000001869045/documents/settings)Tip 46: View resource allocation while adding or editing tasks
Keeping track of employees workload can be daunting but also necessary. Overloading employees with work can cause burnout and reduce productivity. Managers should be able to identify resources who are less engaged when assigning tasks. This will ensure a balanced workload and also improve employee's efficiency. Zoho Projects lets you identify resources who are available to take up a job when you add or edit a task. Assign the task to team members and the calendar in the Start Date field will displayAutomation of Tags on Tasks
I have written a deluge custom function endPoint = "https://projects.zoho.com/api/v3/portal/"; tagsParam = Map(); tagsParam.put("tag_id","2342963000000148480"); tagsParam.put("entity_id",taskid); tagsParam.put("entityType",5); url1 = endPoint + portalIdDelay Days Calculation
I Have create a planned day(Formula Type) to Calculate base on start date and End date , i have also created a delay day(Formula Type) to calculate base on End Date and Completion Date I have problem that I have issue that I am getting the value includeAuto Update Task Status
Client Requirements for Task Status Automation: When a task is started: The status of the task should automatically change to "In Progress." When a task’s status is "In Progress": The status of the next task should automatically change to "YTS" (Yet toPower of Automation: Automatically create a folder within team folder upon task creation.
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:-Track budget per different cost rate per hour depends of the day.
Hello, We want to migrate to Zoho projects and found one problem how to track budget per project when you have different rates depending time of day. I mean from 8-17 cost is for eg. 100$, from 17-22 is 150$ and during night customer should pay 200$ perKanban View not showing Subtasks or support any views
Do Subtasks not populate in the My Tasks -> Kanban or in the projects -> Kanban? Are there no views outside of the Priority and Percentage in the My Tasks -> Kanban? Thanks,Timesheet weekly view: Add a client field to the left of the Project column in order to filter projects by client
Please consider adding a "Client" or "Customer" field to the left of the project field that would filter projects associated with the primary client selected in the first column. I'm referencing this screen:how to collapse gantt view automaticaly in projects?
Hi guys, in gantt view projects are always unfold into all subtasks (see screeshot). Is there any way to automaticaly collaps all milestonesPortal Owner Notified of all Activity
I'm the Zoho Projects portal owner for our company. It seems that, by default, I am made a user on every project, which means I am being notified of nearly every post that is made. Is there a way that I can remove myself from projects that i'm not associated with?Change colour on task lists?
I have many task lists on my project boards, since they are all the same colour they blend in with each other. Is there a way to change the colour of these task lists in the list view?Resource Allocation Planning
Hi Zoho team, Is there a way of planning future allocation for resources? i.e. I want to "book" my engineers availability for a future project that doesn't even exist as a project. RegardsControl over tasks tabs
Hi, I suggest adding visibility control for task tabs. The ideal, in my opinion, would be to consider it within the user profiles but, if that is not possible (I don't see why it wouldn't be), it could be at task or project level. Thanks in advance!Customize the Color of the Task Bar in a Gantt Chart
The Gantt chart in Zoho Projects provides a visual representation of the project schedule. However, when there are multiple tasks in a project, it can be difficult to find the one that requires specific action. To ease this, users can now modify the colorExport Gantt For Presentations
I cannot seem to figure out how to export a Gantt Chart from Zoho Projects in a format that produces reazonabl visibility of the timeline and also makes it the correct size for a powerpoint presentation. Can somebody point me in the direction of how toKanban view for tasks in the next seven days/14 days
I have used Any.do until now and there is a very convenient and useful feature for planning and clarity, the option to display the tasks in a kanban layout according to the next 7 days, so that each section is a day of the week dynamically, that is, thePower of Automation :: Automatically synchronize the Task Completion Date with Due Date
Hello Everyone, Here we are again thrilled to share another requirement that has been accomplished through the implementation of Custom Functions. A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditionsInvalid Ticket issue in Project API
I am getting error of invalid ticket for all token. URL https://projectsapi.zoho.com/restapi/portal/evincetest/projects/?authtoken=1000.152c87e89e86900a6bbc346e7c8b2de8.b44b90746c3483898cfee6076e449eb7 "error": { "code": 6890, "message": "Invalid Ticket" }Zoho Projects Roadshow, USA - 2024
Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutionsZoho Projects - Cloning a task does not trigger task workflow when created
Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the newCode Request to Update Task Dates On Changes to Subtask Dates
I would like to create a snippet of Deluge that executes when Start or Due Date is changed on a Task... Basically this... and vice versa for End Date.. if the Subtask dates are changed to extend beyond the Parent Task Dates, automatically update the ParentTasks Duration Totals
The tasks list view should have a summary row at the bottom that adds up the total duration of the tasks in the view. Also, I need a section on the Project View that adds up all the task duration and shows a total.I cannot create groups in Projects
Please help ASAP. How do I add groups to projects as this shows: https://help.zoho.com/portal/en/kb/projects/projects/project-operations/articles/project-groups#Create_a_project_group If it is a specific level of authority in Zoho One, what status isIs there a way to add a text field to the task overview of a project or a task list?
When performing their tasks, task owner often times need some extra info to complete it. For example: the task (from a template) can be: "add new sku to overview"; however, this person needs to know what the new sku is. I'm aware that you can add textSimply export / import tasks in a project
Hi, Given a Zoho project, I have exported all its tasks into a .xls or a .csv file. Then in order to correctly import my tasks into my project back, I need to : - edit the exported file to remove its header information (or the import tool won't find any columns, except one for the project name) - indicate to the import tool, within the file which column stands for each task information (task name -> task, % -> % complete ...) I don't understand why I have to edit an exported file Zoho created, inZoho Projects Client Portal Login
How can I customize the login page for a client portal? I have the client portal for zoho projects set up as a subdomain on my website. As of now, when a clients see the zoho projects sign in page. Nothing about the login page lets the clients know theyResource Utilisation is now Workload Report
On behalf of the team, I am thrilled to share a significant transformation in one of our pivotal features – the current 'Resource Utilisation' chart is now reborn as the more versatile and insightful 'Workload Report'! It is not about just the name change.Is there a way to see current backlog by resource?
I'm trying to understand the "Resource Utilization" view. The view overstates the work allocated for all tasks that are progressed, but not complete. Even tasks that are 90% complete show all the original hours remain in the resource's workload. PerhapsPower of Automation :: Automatically update task owner based on the team associated.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-How do we notify project members of comments on task lists?
So I've just added a comment on a task list and can't see anywhere how to notify anyone of it... How can we notify members by email of the comment? If this isn't possible, one asks what the hell is the point of adding a comment as I will literally haveProjects Automation No Longer Works
Hello, I had an automation in Zoho Projects set up as follows: 1. When a Project is updated (Status) 2. Criteria: Status Is Invoiced Update Field Project Type: Archive This was working in the past but suddenly it no longer works. Please advise Thank you,Create a Duplicate Task from 1 Project to Another
Hi, is there a way to create a duplicate task from Project A to Project B with the use of automations?How to see which tasks have been synced with Zoho Sprints
In the old style Zoho Projects in front of every tasks there was a small icon if it was synced with Zoho Sprints. Now either this icon is gone or somehow we turned it off. Do you know how we can turn it so we can see in the task list (without openingWhere is the desktop app for Zoho Projects???
As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information whereStop completed task lists from disappearing?
Is there any way to stop projects from making tasks lists disappear when all the tasks in the list are completed? That's one of those little things where we're constantly fighting the product. For instance we have some projects which are ongoing - no start and end date. We use Kanban view to show the various task lists. We don't want the kanban list to disappear every time the items on it happen to be closed out. ThanksProject name field permission
Hi! I suggest adding field level permissions for the Project name. Our use case is that users should not change the Project name (even if he/she is the owner), as it is set during project creation (by a script) and should not be modified. Thanks!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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