Exporting Tasks from Multiple Projects
It appears in Projects you can only export Tasks one project at a time. Is there anyway to export all active projects in one step? Would be extremely helpful.How do I make a recurring subtask?
I have a user that has a monthly task with several subtasks. I can set the main task to monthly recurrence but I've been unable deter how to get the subtasks to transfer with the recurring task. Should I setup tasks with dependency instead?Yeah! Can Assign Task to Team! Booooo! Can't then Bulk Assign to User
I know myself and many others have been asking for a way to assign task(s) to a Team or group rather than to an individual. It seems like this functionality has recently arrived without much fanfare. But, my Design team who's been waiting specificallyUsing Zoho Projects in the Apparel Industry
Are you in the apparel industry - Merchandising/Production/Design using Zoho Projects? I'm interested in discussing how you are using Zoho projects.Setting Task Dependencies in Zoho Projects
Task dependency is created to link tasks in order to manage them better. This relationship between tasks drives the project schedule. Here are some of the most frequently asked questions on task dependencies in Zoho Projects: What type of task dependencies does Zoho Projects support? Zoho Projects supports Finish To Start dependencies in tasks. This is the default dependency type that Zoho Projects uses. In a Finish-To-Start dependency, the dependent or successor task can’t begin until the predecessorChanged project budget
By The Grace of G-d. Hi, I Have a project that was budgeted based on hourly rate. Now, the rate has changed. Houw would you suggest to update the rate from now on without changing the already billed hours rate?Automatic Project Percentage Update based on Status
Hi, is there or will there be a feature where based on the milestones and the due dates that you have set, the Status of the task can determine its percentage? It would be efficient because if i have a task i wouldn't have to manually update the percentage of the task, it can be done simply by moving the task to the next status field. Which would mean that i can set a percentage number of reach status in between Open and Closed. Thank You.Enhancement Request: Default task assignment needed.
This request is especially useful if you are a one-person shop and manage all projects, milestones and tasks yourself. I propose a setting that would default all task assignments and such to the user I select. In my case they would all be assigned to me. Thanks, JeffCopying Task custom view to another project
I have created a task custom view in a project, and would like to use that same custom view in other projects. Right now it appears that I have to re-create this same custom view in each project I want to use it for. Is there a way to make it available to other projects? I did see that if I use the "my tasks" widget on the home page I can access this custom view for all tasks for all projects. This is sometimes helpful. But I would like to also access this custom view just within each projectTypes of Budget in Zoho Projects
Zoho Projects budget feature allows users to track costs at a project, milestone, and task level. Budget could be based on either amount or hours. If your project is based on hours then the Difference column shows the difference between planned and actualEVM in Zoho Projects
EVM or Earned Value Management allows Project Managers to measure the progress of the project in terms of costs and its schedule. Zoho Projects lets users to evaluate projects by automatically calculating key metrics such as Planned Value, Earned Value,Speed Up Your Project Activities Using Chrome Extension
Zoho Projects lets you manage your project activities on the go with chrome extension. Today, let us read through a simple, cool and interesting post on - How setting up a chrome extension in your browser increases your project management voluminously. What are the benefits of installing chrome extension? To ease the process of managing your projects, Zoho Projects introduces chrome extension which helps you to access your projects across the web pages. Easy to accomplish your project activitiesResizing window causes Kanban view to break
System: MacOS 11.2.3, Safari 14.0.3 Reproduction steps: A. Open a safari window approximately 1300px wide. B. Open a Zoho Project in Kanban view with 9 lanes/statuses. C. Once the page has finished loading start dragging to increase the size of the windowAdding a new project with Template, the end date does not reflect.
Hi, Using the API {POST /portal/[PORTALID]/projects/} it all works perfectly. Once howevery a template ID is introduced, suddenly the end_date is not reflective in ZOHO projects. There are no errors returned and it works perfectly besides the end dateTask Workflow
Dear all, I have been working with Zoho Projects for quite some time know and I have previously been working a lot with trac and Microsoft Project. The one major thing which would make Zoho Projects the ultimate experience is to implement a workflow for tasks. I would like to have the ability to define custom types of tasks (such as "Document", "Design", "Manufacture" etc). For each type of task I want to define a work flow so that the task can jump between different states. When a task jumps fromZoho Project - creating workflow
Hi, I saw in Zoho Project with Bug tracker we can create automation with several trigger. Some workflow and so on.. Can we get this kind of automation (like in Zoho CRM) or like Bug tracker in Project, but for Task & Timelog/timesheet ? ThanksCreate Bug API - Input Paramenter Missing
Hi there, I'm trying to create a bug passing the following JSON - { authtoken : authtoken, title : 'Test bug #1', description : 'Test bug example one' } however it is returning {"error":{"code":6831,"message":"Input Parameter Missing"}} any thoughts?In Zoho Projects is there a place to add client emails and correspondence to a project?
I'd like to have a place where I can have all email correspondence with clients so no matter who works on the project, they can know what has been discussed. I can upload an .eml file but it only shows as HTML code. I need to be able to shown the fullLayouts and Fields editing values
It seems there is no way to edit a dropdown value within the Layouts and Fields. Any suggestions? This the best thing to create a new value and delete the old value. When I do that can I link or update the application where the original value was usHow do I see a full, clear summary of a project
Hello, How do I look at a project and see a timeline of all activities around it. When I go into Zoho CRM I see a nice list of all tasks and comments in one clear page. I can't seem to find that for a project in Zoho Project. The activity stream does not seem clear enough as is. Is there a better dashboard for a project I'm missing to see all activities completed and to be completed? For example, can I go to a place to see the following for a project: all completed tasks all tasks due All commentsResource availability
Is there a way for a resource to identify his/her availability? I don't want to assign tasks to someone who is not available to work on the task due to commitments that are not necessarily entered into Zoho.Zoho Project Link
Hello, Is there a way to obtain Zoho Project/Task Links from Project/Task ID? https://projects.zoho.com/portal/[portal]#dashboard/999999999999999 https://projects.zoho.com/portal/[portal]#todomilestones/99999999999999999 Best Regards.Create different custom Layouts in Project Level
The addition of the customization Layouts and Field for Projects and Tasks is very nice. It would be nicer if within Projects there was the capability of creating different Layouts. We use Zoho in different departments in my company, and sharing the "Custom fields" created in the Project Standard Layoutl is very confusing since we do different activities and we create different custom fields. We purchased the Zoho Project Enterprise package because of my company size, and now it feels to me thatCustom Project Status Changes Unexpectedly Affect All Layouts
EDIT: Posted this 3 weeks ago accidentally in the ZOHO One forum, zero replies there so posting it here in hopes of someone at ZOHO either explaining how this is intentional, or letting me know it's added to a bug tracker to fix (or maybe even just documentWorking with freelancers
Dear ZOHO Community, we often work with freelancers and that too in several projects. Is there a way to integrate these users into Projects. We use ZOHO One. Is it possible to register more users only for Projects? Or any other ideas? Regards DavidTip of the Week: Task Dependency (Duration in Hours)
I hope the tip on task dependency helped in understanding how it works in Zoho Projects. In a real-time, the successor task may or may not start on the predecessor's completion date. On either case, a project management tool should allow the users to set dependency between tasks. Ain't it? In Zoho Projects, the Task Duration in Hours option allows the users to set dependency between tasks that ends and starts on the same day. The Portal Owner and Admin role users can activate this option from theKanban Help - Viewing all tasks missing "Status" swimlane option
As a manager I want need a Kanban board that provides a view across my projects. I need to see tasks in development, testing, on hold, and the resource assigned. The issue I am having is when viewing all tasks and subtasks the option for "Status" is notMultiple rates for projects
HI, How can I set-up permissions so the project managers can edit the employee rates that works on projects. Rates can be different on each projects.Tasks with Varying Work Days
Our company has task items that need to be scheduled with varying work days. For example: Project Management, Engineering and Manufacturing should only be scheduled Monday - Friday Service needs to be scheduled Monday - Saturday Shipping and InvoicingIssue when creating a Project with a specific Template
I have been using this api in php to create Projects using templates that have already been made. However when I try to create a project with a certain template, I get a 204 response and the project is not created. I am able to use this template in PostmanZoho project triggers not working in ZohoFlow since more than 24hr
The flow trigger from zoho project on zoho flow is not working since more than 24h Our tickets remain unanswered and our teams cannot work properly. The implementation of a tool like Zoho flow is very important for us and our daily processes. Your toolMake LATEST baseline available to tasks report
It would be useful to be able to view the latest baseline against tasks in the report task gantt view so that you can review task progress across multiple projects without having to go into each project individually.Add Baseline methods to API
There are no API methods for creating or querying baselines, Use case: Customer is notified of the current project start date according to plan via another product/integration. We would like to auto create a baseline (Automated via API) at the pointResource Management
How do you manage the time allocation to any resource. In MS Project you can view overallocation or see time available, is there a way or is there an intention to provide this? markmosysUser Notifications
It would be a great feature if admin users can force organisation notification settings to override users personal notification settings for different roles e.g. employees over admins or managers etc... We operate in an environment where our users areSort Kanban by Status
Hello, wondering if someone can help. Is it possible to view all of my tasks across all of my projects and sort the Kanban by Status, so update status by drag/drop? See screenshot I see its available if I am in a specific project, but not if I am viewing all tasks Thanks!Zoho Projects - Company Branding
There are lots of people asking for various degrees of this across this forum. Let's consolidate the request & make it all part of an upcoming release: DNS: Ability to mask portal domain with CNAME or A record (preferably A record). EMAIL: Ability to set company 'from address' (inc. company 'from domain') EMAIL template customization: For portal invitations to Client For portal invitations to Users For task updates/etc. PORTAL CUSTOMIZATION: LOGO - replace "Projects icon/name" with company logo.Zoho Projects API request for Milestone & Tasklists Issue
Hi, When i send a request to get all the milestone for a project below response is received Request https://projectsapi.zoho.com/restapi/portal/*****/projects/***/milestones/?index=0&range=25&status=all Response { "error": { "code": 6500, "message": "General Error" } } When i send a request to get all the task lists for a project below response is received Request https://projectsapi.zoho.com/restapi/portal/*********/projects/***********/tasklists/?index=0&range=100&flag=externalCan a default task Priority be set?
The "Priority" field in the Task layout does not allow a default to be set. Is there another way of doing it? Because the current default is "None" and the Zoho Kanban board design has selected this field as critical information to surface by includingMerging Timesheets Together
hello, i was wondering if it was possible to merge all the hours clocked into the time sheet of all the employees of one project into an excel sheet or invoice.Next 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
Harshini Dara
Frederick Dicaire
Shubham
Saraswathi S