Why can't we copy task list?
Why can't we copy / clone the task list in the project? I can only copy one task few times. Or i can make a template of task list and then implement - but when we do it we make a trash in templates.Reassign all task from one employee to another
When an employee leaves the company - how can assign all his task to another employee?userdefined views of tasks
Hello There, I created a user defined view for tasks with the criteria: task depency IS independent tasks AND task list IS ToDos (a task list within the project) Now the problem is that I want to use that view for all my projects and the task List 'ToDos'Scope with Multiple Tokens
Hey everyone, This might just be me being a rookie, but I'm not understanding how to pass multiple tokens for a given request. For example, I'm trying to retrieve all the documents for a given project via https://www.zoho.com/projects/help/rest-api/documents-api.html#alink1.Set Global Task Notifications to be sent to each use task user for a project 3 days and 7 days prior to a task due date and another for one day prior to a task starting
Can an enhancement request be put in to Zoho to be able to set global task notifications to be sent to each use task user for a project 3 days and 7 days prior to a task due date and another for one day prior to a task starting? This way it is a notificationProject template - task owner
Hello There, I already created a project template and now I want to assign tasks to a certain employee within the template. Because we have a certain working process where same tasks reoccur every other project. Problem is that these tasks can only beIntegration with OpenID
providing SSO (single sign-on) across ZOHO apps would be wonderful, especially for integrating ZOHO apps with my other business applicaitons.Zoho Docs and Projects Integration
I am looking to have documents that are being edited in Zoho Docs, such as Zoho Show documents, to be shared in Zoho Projects. Lets say there is a task to create a Zoho Show, can that show be inserted into the Project task?Custom fields to appear on Gantt chart
Looking for something simple to add any custom fields that can be created within the task that you are able to display on the gantt chart overview. For example Tasks show the user that is signed to this task. However, being able to add an additionalCountdown timer for work Hours
We start to use timers and I think that a manager should be able to se a task as a countdown timer. This means that the estimated work hours should be used as clock ticking and the owner should accept that this is the time to complete his work. This will increase productivity dramatically and also wont let users forget other tasks in the pipeline. I am constantly spending more time on tasks to optimize the result but an hour MORE on a task means an hour LESS on another. A perfect result is nice butAssign tasks to users from the Resource Utilization chart
Hello everyone, Managers track and manage workload of their team members to avoid burnout and optimally utilize their skills. The Resource Utilization chart in Zoho Projects makes this job easier by providing visual indicators of an individual's workload.5 easy ways to manage tasks - Post Two
In continuation with our earlier post on managing tasks, here are 5 more ideas. 1. Add a task: Simply tap 'T' from the task classic view to open the New Task form. 2. Reorder task lists: Tap the ellipses icon in the upper-right corner of the task classic5 easy ways to manage tasks
Did you know that there are quicker ways to manage tasks in Zoho Projects? Here are 5 ideas to quickly manage tasks. 1. Quickly add tasks: Here are two options to quickly add tasks to your projects: Hover over a task to view the gear icon on the leftAbility to add tasks to my day on Zoho projects
Is there any way to add tasks to my day on Zoho projects? For example, our employees will log in in the morning and check their high-priority tasks. From that, they should be able to pick the top 3-5 tasks and add them to my day. At the end of the day,How to manage combined consulting + training type of assignments
Hi! I need guidance on how to manage a special type of assignment we have at our consulting company. Some of our assignments combine consulting work with standard training. For the consulting portion, we quote time and a user rate and we charge for theUpdate Task reminder_string formatting
Hello, I'm trying to update a task's reminder settings using the API, and I believe the reminder string is formatted correctly, yet updates aren't taking effect. The call "succeeds", but returns no task details. The reminder string is formatted as such:Projects - Cannot Access a Project's Dashboard, Task Details, Gnatt Chart, ETC
When I select a project I created or someone shared with me, I get several Errors. The Dashboard doesn't load. Individual tasks say they're removed or deleted, when they're not. Gantt, Documents, Timesheet, Issues, and Forums gives this error: Ouch !Problem with ZSC Key by integration of Zoho Projects with Zoho Books
Hi, I am trying to enable integration of Zoho Project with Zoho Books and need a ZSC Key for that. I've checked the knowledge base on this topic and the ZSC Key should be available in "Developer Space" in the Set Up, right between "Marketplace" and "DataBulk downloading of documents
Is it possible to download multiple documents at once, or even a whole folder? Am I missing this somewhere? Thanks.Work planned/Resource Utilization
Hi There I want to view my teams entire pipeline of work - I want to clearly see the "work Planned" Hours for each task and each team member with a total number of Hours assigned for each team member for that week. It looks as though the resource utilization feature is the best way to do this, However why doesn't "total work allocated hours" include the "work planned" for over due tasks? If something isn't completed and its overdue, obviously the pipeline should allow for those hours of work inDeleting a word deletes the previous space.
Noticed a bug in Zoho Projects, when a user selects and deleted an entire word. Then the previous space also gets deleted. For example if we write the following description: This is an example If I select the entire word "example", then the text wouldExport all projects, tasks and documents
Good day! I need to make a backup of all our projects (all data, tasks, documents/files, etc), how or where to do this? Thanks!Associate existing zoho projects task with a ticket
The new functionality zoho projects-desk works fine. We can create task from a ticket. Can we create ticket from a task? We use the ticket as communication portal with our clients and works perfect. the problem is when we want to say something to a clientAmending / Deleting Client user
I have a client user which has the correct email address, but the name has been populated incorrectly. How do I change the name of that user and where? I have deactivated the user, and deleted the deactivated user, but when I try to add the user again,External Client user and access to Project documents
Hi there- I have added external client users to my project and have configured settings in Issues for them. My issue now is I don't want external users to have view/read/edit access to any documents or folders. I want them to have access to only one particular folder. How to do this? I don't see this in FAQ section. Please advise. Thanks MariaWorld of warcraft
Let's talk about something non related to general theme of the discussion Have you ever played world of warcraft?Status Timeline
Hi, I noticed that when clicking on a task, you can see a status timeline for that task. However, it is not able to be exported. I would like to see an entire project task status timeline for the duration of the project that can be exported to excelHow to edit or delete a task within a task list template?
I created task templates, added tasks, reordered them all fine. I npw need to change the name of some of the task and also delete some. It doesn't seem to be possible. Am i missing something? This is quite essential...Client Users in a Team
Hi Can a client user be added to a team please? ThanksStatus and Workflow in Issue Tracker
Hi Everyone, Hope everyone is keeping well. Here we are with another post, which we believe might save your time by avoiding errors while creating workflows. If you want to add a status in the issue layout, then remember to include the new statusInterconnectivity
Hello, I am not sure if others would like to see this, but I think it would be helpful if there was a way to turn off the interconnectivity between start dates, end dates and duration.Customer Account in Zoho Projects ?
Hi ! Playing with the free plan in Zoho Projects, i don't see any native "Customer" or "Account" list in the application , as we have in Zoho Desk. Did i missed something ? Considiring our project activities , having the customer information for wichTagged feed posts don't show up when filtering for tag?
Hey, I find the option to create and use tags in feed, tasks, projects etc. very helpful. If I tag a task I can find all tasks with the same tag very easily by clicking on the tag. Unfortunately I haven't yet found a way to do the same thing for feedNumber of days task is over due = number of task appears when "Overdue tasks" is filtered
Hi! I have a question specifically for overdue tasks. Our company has tasks that recur daily. If that task has not been completed for, let's say, 4 days, is it possible that if we go to our "Overdue tasks", we also see 4 different tasks created for theLinking Tasks to each other in Zoho Projects
Coming from MeisterTask, which is a very basic task system, in comparison with Zoho Projects. We were able to link tasks to each other. This was extremely helpful, as many parent tasks had data or attachments that would help understand or complete otherHow to view the total hours logged in a project from the project list view?
Hello Community! I want to manage to see the total hours charged in each project, from the list view of all projects. I am trying to customize this type of view, but I don't understand in which column this information is reflected. I have added the columnHow to add my client for their web design project
Hi I'm a web designer trialling Zoho Projects and I've set up the milestones, task lists and tasks for a client's web development project. I am seeking advice on how to add my client to the project but not necessarily to view all of my tasks (many are process/admin type of lists which I don't need them to view). Currently I have many jobs on the go and I am emailing clients with issues such as mockups to check, chasing them down for content and anything in between! The emails are driving me crazySave Filters for Future Use
I have configured a filter and clicked Find, is there a possibility to save this filter as a View for future use as this is a filter I will be using frequently.How do I sort by custom fields on tasks in Zoho Projects ?
Hi, Is there a way to sort tasks by custom fields ? Best regards, Sujani.Upcoming Events only shows one week
I have calls scheduled months out in the calendar but I am not able to see them in the Upcoming Events widget in the project dashboard. This has made it very difficult for me to find if a client has a call scheduled and when it is, which is costing meNext 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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