Adding uploades to email notifications
How do I change the settings so that the email notification includes any uploads on the form? Really time consuming having to log onto my account to download the uploads. ThanksDoes support always suck???
My company has been trying to trial Zoho Projects and CRM and there is literally no support. Today I've emailed twice, submitted through the website form, called several times and left voicemails and have ZERO response. We're a new customer to them getting ready to pay them thousands per year and the support sucks!!! What can we do? We're ready to take our business elsewhere.Add "Task I follow" in the Task Custom View
In Tasks, there is the standard view "Task I follow". Unfortunately is no possible choose this option in a custom view. In issues, there is this option (see attached picture), please enable the same also for TasksEdit and create project template in version 7
Good afternoon. how can i create and edit templates of projects in the new version of zoho projects. i have been looking for this for 30 min.Project cost / budget management
Currently use a spreadsheet for this, have searched around for a simple app to help but there is none that I can find. Quite a few project management solutions do have it however, is this something you are looking to do? I need is a way to easily list project tasks, how long we estimate they will take, and how long they actually take, how much they cost based on an hourly rate, and a way for select client users to view it. An export facility would be useful to go to invoicing software.Export blueprint as a high-resolution PDF or image file
This would be a good feature for organizations that want to share the blueprint process with their employees but don't want them to have access to the blueprint in the system settings. At the moment all that users can do is screenshot the blueprint orOrder of Task lists in a Milestone
Hello, I was looking for an option to change the order of task lists in a Milestone, but couldn't find. Is there a way to do that? Thanks in advance, KatarzynaTime Clock for logging hours
Does Projects have the ability to have a clock that can be clicked when I start working on a project, and then a stop clock. The results of which would be logged in as time / date worked on that project? It would be really inconvenient if the only wayTask List Templates - Why bother?
Am I missing something? I created a task list template... but when I go to use it it's missing some critical components.. Including adjusting the due dates to start and end according to the new supplied date, not to mention all of the dependencies andWhat is the Projects hierarchy for non-development work?
I am a marketing manager attempting to use Zoho Projects to keep track of content creation, design, website, and campaign projects. I'd like to understand the hierarchy of the following components: - Project - Task - Subtask - Issue - Task list - MilestoneView Kanban tasks in "Status" layout for all projects
Hi I'm testing Zoho Projects Express to see if it is suitable for my business. So far it looks great and seems to do everything we want (except critical path on the Gantt charts), but one thing I can't seem to figure out is this: If I go into a project, and choose "Kanban", I can select the "Status" layout which is great. I can see the status of all of the tasks in that project, and who is working on what. However, if I go to: Home > My Tasks > Kanban, then the "Status" layout isn't an option - onlyHow to remove task owners using API
I see how to change a task owner using the person_responsible parameter but I don't understand how to remove the owner entirely. We are trying to allow every user to enter time to every task.Allow time to be entered on a task by a user that is not the owner
Our company would like every person to be able to enter time on every task. At the same time we would like to utilize task owners in order to identify the responsible person. Our time is entered via Zoho People. Consider adding an option to allow timeGuaranteed Attributes for Various IDs
Hey everyone, I’m writing a program that hooks into the Zoho Projects API. I’m looking to store references to some of the ID strings retrieved from various calls. What kind of guarantees are there for various ID string lengths, types, etc? I’m currentlyHow to see feed for specific project in Projects 7
I don't see the feed option for specific projects in Zoho 7. Further, when I search for the project under "Select project" many do not show up. It seems to only have recent projects. Attached is a screen shot of the "Global" Feed I tried. Again, I'm primarilyTrack Project completion percentage now from within the Zoho Projects and Bugtracker Android app
Hello All, In the latest version of Zoho Projects (v3.3.3) and Bug tracker Android app (v1.2.3), we have brought in support to track project completion percentage based on 'Task percentage completion and Completed issue count' or 'Completed task/ issueGant Chart Export - Customize
Hello. When exporting a Milestone Gant chart, the Legend shows up in the footer/bottom area, and there is a header with title and name, etc. I wish to remove these when exporting to PDF. Yes? Thank You.Make buttons/actions movable in screen (for certain users some buttons/actions are on wrong side of screen (eg. reorder tasklists, add task/taskline, etc)
Hello, Is that a change that could be done? Make buttons/actions movable in screen (for certain users some buttons/actions are on wrong side of screen (eg. reorder tasklists, add task/taskline, etc) Regards, YannicHow to edit Project task categories
How can I edit the names of task categories in projects. And how can I remove unwanted categories?milestone Gantt chart improvement request
I'm a big fan of having milestone Gantt charts across projects. its one of the reasons im considering switching over from teamwork.com over to zoho one. in milestone gantt, id like to get an overview of all my milestones across all projects. currently I can with your milestone view, but its a little hard. 1. the milestones seem randomly sorted, can we have a sorting option? maybe sort them by project and then by date? 2. can we color code milestones based on project? right now they all are red....Missing Subscription Details Button Issue
There should be a "Subscription Details" button on the account information sidebar according to the Projects Help Resources page on your Help guide. I also do remember using it last year. Right now this button is missing from the sidebar.Attachment doesn't appear in feed
Hi. If I attach file to task from Documents or Google drive, this action doesn't appear in feed. If I attach it from local device, it appears in feed. But when I delete it from task (attached over Documents or local device) it appears in feed. If I disassociateCreating new task API giving input parameter missing
I am using ZOHO Portal API to create new Task. The documentation says only Name is required. However i have tried to send everything via APi but still i am getting input parameter missing. Here are the fields I am sending via POST along with the urlZoho Projects Task Work Time to Actual Time
Hello All - I was wondering if anyone knew if there was a way in Zoho Projects to achieve the following result... If a task has work hours of .5, and the user did not start the timer or log any hours, is there a way to populate the actual time automaticallyTab change order skips the "Mandatory Field" box on Field Property entry windows
I'm creating a new project template and recording over 10 picklist fields in it. I wanted to use my keyboard to quickly edit their properties but the tab key order doesn't stop on the "Mandatory Field" box. I have to switch to my mouse everytime to checkTrack Project completion percentage now from within the Zoho Projects iOS app
Hello All, In the latest version of Zoho Projects iOS app (v3.2.2), we have brought in support to track project completion percentage based on 'Task percentage completion and Completed issue count' or 'Completed task/ issue count'. You can configure theThe expand collapse button disappears when an empty task list is placed on the first position
I'm not sure if this is by design but logically it shouldn't be designed in this way. Please explain the reasoning behind it if it's by design. Only one of the task lists (Master Specs) in the below screenshot has tasks in it so this issue isn't related[solved] Unable to logtime as today seems to be in the future
Hello, We are logging time for our tasks. However today, it seems we can't log in any time today. (May be link to yesterday EU server update ?) Even if I change to a pat date, I'm still unable to tme log. Any known issue ? I checked that my timezone (in my profile) is CEST (UTC+2) RegardsForce or remind users to react based on User/Multi-User fields on Project/Task layouts
We want to remind or force our users to react to do specific tasks (for example approve a new project/task) based on the multi-user/user picklist fields. Could you add an option to these type of fields for them to be used as an automatic task triggeringFeed Portal
Everytime i go to check the feed of different people in the Company i scroll and see the comments but if i want to change something from the task (date, recurrence, etc) when i click it opens a window with the task information that i have to close to"Gray Mode" as a third interface color option
Please consider adding a "gray mode" option for those who live in the shadows :) The "night mode" is too dark for the soul and the "day mode" is too bright for the eyes.OneDrive Cloud connection for documents doesn't display folders from our shared company libraries (aka Sharepoint Libraries)
When we want to incorporate files from OneDrive we usually won't be using personal files from our OneDrive folders but rather we'll be using files residing on the shared libraries. The OneDrive integration does only show files from the personal OneDriveTagging Geo-location in Photos is now supported in the latest version of Zoho Bug Tracker Android app (v1.2.2)
Hello All, In the latest version of the Zoho BugTracker Android app (v1.2.2), we have brought in support for tagging Geo-location in the photos. The location can also be copied and the latitude/longitude info can be pasted in desired fields, if needed.Synchronize complete folders in OneDrive integration for documents
First of all, this idea requires the synchronization of the Sharepoint libraries in the OneDrive integration. https://help.zoho.com/portal/en/community/topic/onedrive-cloud-connection-for-documents-doesnt-display-folders-from-our-shared-company-libraries-aka-sharepoint-libraries"Task List" tags are not being displayed on the Task View
You let us define tags belonging to the task lists but they are not being displayed on the task list row."Expand Task Lists" button on Task view doesn't function sometimes
If you manually expand a task list containing tasks in it, then it starts to function and collapses/expands the tasks but after a while it loses its function again. You have to repeat the manual expansion trick to make it work again. Refreshing the pageProject Details pane doesn't fit into the window in normal zoom, doesn't resize the columns and doesn't have a horizontal scroller
The columns on the right side of the details page can normally be read in normal zoom levels (100% zoom) because they are way too wide but when you select any picklist item on the right column the window scrolls itself to the right and there isn't a wayTagging Geo-location in Photos is now supported in the latest version of Zoho Projects Android app (v3.3.2)
Hello All, In the latest version of the Zoho Projects Android app (v3.3.2), we have brought in support for tagging Geo-location in the photos. The location can also be copied and the latitude/longitude info can be pasted in desired fields, if needed.Gantt Chart - Multiple Projects
Hello, I have about 6 projects set up in Zoho and I am looking to see if it is possible to see all my projects on one gantt chart? Thanks AlexOrder by in Issues view
Having the option to "order by" the rows in the Zoho Project Issues screens would be ideal. At now it is possible only to order by "creation date", "last modified date" and "due date", but for example I cannot order my issues by severity or status. The option to order by severity is almost a requirement please! The option to order also by custom-fields would be great Order by all field is already available in tasks, please enable the same function in the Issues page.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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