Create project form quotes using custom function
I am trying to create a new project from quotes using below code. have already created a connection using zoho qauth. it was creating a project earlier without the quotes id and details. However, I need to have the project created with details from theProjects - Weekly Time Log - User changes incorrectly after Project selection
I am reviewing Projects for our needs and I am for the most part satisfied, but not sure if the issue I've come across is a bug or a misconfiguration. I have the need for multiple users to be able to access projects (I setup a Team and associated it),Change the assigned task owner depending on the task status defined in a blueprint
If a blueprint is being applied to a task then it would be useful to be able to change the assigned task owners depending on the currently worked on workflow status. For example look at the process of a documentation task where the "document writer" is assigned to draft a text. When the drafting status is finished then the task is assigned to a "proofreader". In that case the task owner should be changed to the proofreader. Both of the "document writer" and the "proofreader" should be listed as theTrying to set up templates that include checklist(s)
I am pretty new to Zoho and am looking to create templates for recurring tasks but want to use checklists. An example: Tasklist 1 >Task A >SubTask1 >Checklist A However when I create this structure, and choose Make as Template, it stripsGroup My Tasks Kanban view by projects.
It would be extremely useful to have some additional ways to see Kanban breakdown in My Tasks. By Project would be especially useful. Thank YouChange task columns for users?
Is it possible to change the default/starting task columns our users see? In the project template, I've modified the task columns (which columns appear and their order) but when I create a new project from the template, those modifications don't come across. Thanks, ScottProject folder permissions
Is it possible to create separate permission for the document folders within a project? One group of project members will have access to one folder and a second group will have access to another folder. I would like to know if this is possible and if so how can it be done?Customized fields within Milestones
Hey Zoho Friends, At my company, and I'm sure many others, the ability to add custom fields to milestones would be super beneficial. From an agile marketing perspective, one of the main measurements we use is protectiveness and timing of milestones in order to plan and mange projects efficiently. If we had the ability to add planned time within a milestone and also state whether the milestone was proactive or reactive it would help with our overall reporting and our company initiative of becomingcan a milestone have more than one owner?
hi, Is it possible to customise the milestones fields so that I can allocate more than one owner to a milestone? Thanks, LizCustom Fields in Milestones?
Very happy to see the new roll-out of custom fields for tasks! VERY useful for us!! That being said, we'd really like to see custom fields added to milestones as well. Here's our use case example: We use milestones to trigger billing, i.e. when all the tasks/tasklists associated with the milestone are complete, the milestone is closed and that triggers an invoice that goes out to clients for the work that we've done We would appreciate a field in the milestone that we could use to indicate the totalCan I copy a project plan?
I want to copy and rename a project plan but do not know how to do this?Import tasks to multiple project
Hi, We have about 500 projects to import to zoho project. We find a way to automatically create all 500 projects easily in Zoho Project but we cannot use project templates because we have differents tasks to import to differents projects. Is there aNo access to sprints board about projects
Hello, i connected one project with zoho sprints and can not access on sprints (show board) about sprints-tab from project. I get error no access to sprints.zoho.eu.How to schedule a meeting
Hi What is the best way to schedule a meeting associated into a project from ZOHO projects?... I don't see a tab for activities or something like that!Need CRM level of automation for Projects and tasks , not just Issue automation
create projects based on status of project or task Send notification to client when a task is marked complete or when a project is marked complete Ability to edit notifications (mine shows it's editable, but nothing actually shows up when I start typing) Create tasks at push of a button like in CRM Blueprint so all your projects are handled the same way Workflows that you can trigger, based on a number of criteria Anybody else sick of creating projects manually???? Even with task and projects templates,Archiving Projects - Losing info on Time Entry
I am trying to close out a project so that no more time can be entered against the project since it is complete - however when I change the status to "Archived" - it no longer shows the hours logged against that project in my Time Entry Export. This inhibits my ability to track utilization across team members. Is there a way to close a project but still be able to track the hours that were logged against it?There is no way to edit Client Company Information
When I look at Client Users I only see a way to delete a client company or change the primary client. How do I edit? There is no pencil icon to click on and do this. Thanks.Resource utilization chart - total hours across all users
Hi Zoho, Is it possible to see a total for each time segment in the utilisation chart? I'm trying to see whether my team as a whole is over utilized across time so i can re-schedule tasks to level our workload. At the moment i have to add up the hoursAbility to edit task templates - subtask order
Hello, For task templates you can reorder the tasks themselves but you cannot reorder the subtasks. For Example: If I want to add a task between "requirements walkthrough" and "build data model" I am not able to do that unless I delete or rename all theImport Projects from excel
I have thousands of old projects from an old crm, and I need to import them all to Zoho Projects, then associated them to the Deals in CRM. How do I so? I don't see a way to import projects from xls file.Ability to add multiple users to a task at the same time
Hello, It would be nice if there was the ability to add multiple owners at one time to a task. How it is currently setup, when you click to add a user as an owner to a task you must select a user and then click on the owner field again to select a differentIntegrating Zoho CRM and Zoho Projects
To what extent is it possible to integrate CRM and Projects? For instance, can I create a task/milestone/project in Projects relating to my clients in the CRM? Help is much appreciated. Apologies if this has been gone over -- I did a quick search and didn't see anything.Reordering Milestones
It is good to be able to reorder task lists. It was annoying not to be able to order tasks in the sequence in which they should be executed. It would be good if we could reorder milestones too, especially to group related milestones together. Or, at least, the milestones should automatically get reordered, at least, alphabetically for us to examine them more easily. NarayanAbility to Sync MS Project File with a Zoho Project
Greetings, I am trying to find out if there is a way to synchronize an MS Project file to a Zoho Project after importing to Z Project? I like the power of MS Project, but also like the sharing and collaboration of Z Project. Is there an add in for MS Project that will allow this? Any help or thoughts would be greatly appreciated.Profile Customization - Business Cases
Every organization will have its own structure, designations, and levels of permissions to be given to its users. Profiles & Roles in Zoho Projects lets you customize the access privileges and designation for the users. With robust profile & permissionTimesheet edit restriction
hi team, Any news in regards with period of time we allow for timesheets editing? The month/ weeks/ day doesnt work - for eg i now need to allow for timesheets between 1st sept-30 sept to be editable ( if i put days, i need to change the number daily,Hide recent projects section?
Is there a way to hide the recent projects section? It's not that useful to us and never gets looked at, but takes up valuable screen real estate. Can't see an option or any button to close it. Can we do this? If not can it be added? Chris.Zoho Projects - Quarterly Product Updates (July - Sep 2021)
Dear Users, The year 2021 has been full of achievements for Zoho Projects. We completed 15 years and launched our latest UI (7.0). Through the first half of the year, we fine-tuned our product and ironed out major bugs. In the last quarter, we releasedEVM and budget tracking for fixed cost project
Hi Zoho, My industry almost exclusively works on a fixed-cost basis, and I have custom software for coming up with fees on a per-phase basis. The budget system that is in place currently is pretty good - I have been entering budget values in to the milestones,Kanban view not in chronological order
I need to be able to view tasks and sub-tasks in chronological order in the Kanban view and not according to task ID. The order in which I add tasks to my project plan is not necessarily the order that the task is due. This really needs to be addressedSetting tasks as billable or nonbillable
Hi, Whenever I create a new task and then use the timer for it, it is automatically identified as billable time. If I want to edit the time logs later, I have to go into each project and do so in the timesheet. Is there a way to identify tasks from the beginning as billable or non-billable, and/or a way to easily edit all recent tasks entered in the timesheets? Thanks, Miriam illumineaAssign tasks to a role but not a user
A newbie of Zoho Projects. This is a feature I am seeking (or propose): In a project template, (eg build a company website) I create series of tasks. Yes of course I can do this right now. Then, I could assign a user role for the task. (eg assign a "designer" to the task "create the company website logo") this is not a feature right now. Nor can I find any way to do it. When I create a new project (yes, we build zoho.com), I should assign someone X to be the "designer" and X will be automaticallyUpdating Completed_on field in a Task
Is there a way to update the completed_on or completion_date field on a Task, whether it be when closing it or after it is closed.What is the best way to communicate with customers when running tasks in zoho projects?
We use zoho desk as a way to centralise communication with customer for any work we do, so we keep using it even when using zoho projects as we need a way to separate communication threads/requests, but this causes duplication of work where we have aExpended Budget
I have a project that I created a Budget Amount for but I cannot figure out how to spend the budget in the system. I have added expenses but the Expended Budget is still $0. I have added hours in the timesheet but the Expended Budget is still $0. Which also leads me to ask how do I assign a bill rate to hours? How does Expended Budget work when setting a Budget based on Amount? FYI, I have an Express Account.Sigma and OneDrive
Hey everyone, I'm currently looking into creating a custom extension that integrates Zoho Projects and OneDrive. Currently, I have it as far as reading items from OneDrive, which is dandy and all, but am looking to expand into file uploading. I wouldProject Estimate
There is a need for a Project Estimation System (as Budget), specially required for Fixed Price Projects. The Estimation is made under several heads: Manpower cost (estimated hours, user cost by category) Outsourcing Costs Consumables Costs Travel andAutomatic Project Owner change
Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from teamClient User emails
Hi, I recently received an email from zoho projects when i deleted a dummy client that had my email address. The only communication i want zoho to make to my clients is to send the invoices - nothing else! How can i see what emails are being sent outAre Blueprints and Project Templates connected?
I have a blueprint for building projects. I want to add clients as a user so they can follow it to build a home. Is there a way to link the blueprint and Project Template? Or are they two completely different things?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 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
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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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