Cannot 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.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 colorNext Page
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Equipping our customers with smart project management techniques to navigate together in an ever evolving industry is our top priority. In that context, we’ve brought in a new addition to our learning materials- Ebooks. Ebooks help you learn on the goPower of Automation: Seamless Task and Issue Id Prefix Alignment with Project Prefix Id.
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:-File uploading enhancement - Zoho Projects iOS app update
Hello, everyone! In the most recent Zoho Projects iOS app update, we have made an enhancement with uploading the files on the app. You can now initiate a file upload and switch screens or apps. Once the app is reopened, the file upload will be automaticallyTime Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepEnhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped
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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:-Projects drop-down list only available for one customer
Am facing a challenge here, the projects drop down is only available for a single customer, and every new project I create is auto-allocated to the same customer, how do i rectify this? is it an error in the system?Milestone Bars not Syncing
My Milestone (orange) bars are not syncing like the Task List Bars do. Are they supposed to? I have to keep moving them manually. My Milestones say 0 days as well.Getting Project Template List using the REST API
I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates
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Time Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepEnhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be groupedTip 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).
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