Update Task List from Template
Hello Zoho, I am working on creating a template in Zoho that will be used for all of the projects we currently have and will have in the future, the issue im running into that is we will start a project and use the template, but then in the future whenDisplay tasks linked to an issue for client users
When I open an Issue, I can see links to other pages, such as Comments, Attachments, Resolution, Status Timeline. A client user seems to see only these four links. A regular user can see more, such as LInk Issue, Tasks, and Activity Stream. I want toZoho Bug Tracker - Error
When I try to enter an issue in Zoho Bug Tracker, my colleagues are unable to click the "Add Issue" button, even though I can. Despite changing their access permissions, the problem persists. I'm attaching a video for your reference.Set Task Dependencies for Improved Project Management
Task dependencies refers to the relationship between tasks, where the start or finish of one task relies on the start or finish of another. These dependencies are crucial for the successful completion of a project, as they help to ensure that all tasksPower of Automation :: Quick way to associate your Projects with Zoho CRM
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 automate complex tasks andProject folders permissions
It is possible to set different permissions for project folders for different users? For example, I have in Project A folders X, Y and Z. User John can access the 3 folders, and user Mark can access only folder X.Timesheet not showing archived projects
Once I archive a project, I cannot see the time entries on timesheets. Is this correct or is there a workaround? I do not wish to leave all projects open just so I can see staff time. Bruce Letterle Creative Web TechnologiesDefault Work Hours
Hello, How can we change the default settings in Zoho Projects to never default the Work Hours when creating a task? The default seems to be Hours Per Work Day (9) * # of Days. Clearly the work effort is very different from the duration - for example, we may have a task that takes 4 hours but needs to be done over the next 5 business days. If the user entering the task forgets to change the Work Hours, then it will default to 45 hours, which then makes our resource utilization reports wildly inaccurate.feature question: lookup field in Projects task layout
Hello, Below we have interface to configure a custom task layout, however, we need a lookup field to let pickup data from other apps, such as Zoho CRM Products module, is that possible or already in your roadmap? or a workaround to achieve it? Thanks in advance.Power of Automation :: Add a comment automatically once the task status is updated
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 automateProjects Health Status
I need to automate the Project Health Status in Zoho Projects to display as Red, Green, or Amber based on specific criteria. How can I achieve this?Trying to figure out how to update every subtask status when the main task status changes
I'm trying to use custom functions to update every subtask status to match the main task when it changes, but I'm getting nowhere. I'm surprised this hasn't been asked before, since it seems like a fairly simple concept, anyone have any idea how it couldhow can I delete completed tasks?
Occasionally I am using ZProjects as a simple to-do list manager for my personal tasks. From time to time I'd like to delete my completed tasks in this project to unclutter my todo list and for reasons of data privacy. How can I achieve that? When I goEmail Alert when Task Log hours > Task Budget?
I've logged a ticket with support, but I thought I would also ask the community. Is it possible to generate an alert (ideally by email) when a task's work log hours exceed the task budget hours? I know there is a system setting to limit the work log hoursHow to customize task status to specific task?
Hi, I have the 'standard' 4 task statuses for most of the tasks in the project. However for a specific task that I've created in project template. I want to show the fifth task status option. Example: The last task on the ONBOARDING task list is "Go-LiveForum Announcements from general company email
Good Afternoon, I wanted to ask if it's possible to send announcements in Zoho Forum from a general corporate email (i.e. product@domain.com, sales@domain.com, etc.), instead of the personal email address (i.e.name.lastname@domain.com)?WBS scheme
Hello everyone, I want to know if it is possible to get a WBS (tree) scheme with Zoho Projects. Similar to what you get from WBS Pro software.efficient way to assign work hours to owners across tasks?
I typically scope my projects by listing out tasks and estimating how many hours my team will spend on each task (see below). Is there a view that's similar to this or a way to quickly plug in work hours across tasks when they are shared by multipleExport Project Tasks to Spreadsheets
Can you export project tasks to a csv or excel or zoho sheet format? Thanks, Barry rossrosTask Template Custom Field
Hi all, is there any way to add a custom field to a task template? In my task template I only see basic fields, task name, description, start date, and duration, and I haven't been able to find a way to add anything else. Thank you!how to make multiple portals for my sub-brands?
Hello, as example: I have main Brand called X and sub brands called Y , Z, in my portals i can see only X. the question is: How i can add portals for Y and Z so i can manage all my brands from one place. thanks in advancePower of Automation :: Automatic trigger of email alerts upon Project completion.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Projects API Scripting to add followers to tasks
I've written a script that looks like it works, except it doesn't. The Python script does the following, but I've left out token refreshes and pauses that exist in the script: Queries our company account and returns an enumerated list of all active projectsRecurring Projects
I'm wondering if Zoho has the ability to automatically create recurring projects. For a monthly service with several milestones and tasks, for example, can the system automatically create the next months project once one is complete or once the new month begins? I've been searching forever trying to find a solution for this with no luck. Would love any help or suggestions!Building extensions #10: Fetch customized user inputs, store them globally at the app level, and access them across entities
This data storage concept enables you to store data related to your extension for both entity properties and extension properties. In our previous piece, we looked at how to store data for entities using entity properties. In this post, we'll look atZoho ical per project for google calendar. So i can give colors in the google calendar to an project.
Zoho ical per project for google calendar. So i can give colors in the google calendar to an project. Would be nice to have.Timesheet API: Adding time log using start date & end date
Hello, The Timesheet API does not currently provide the ability to add time logs using the start time and end time input. Proposed idea/Request Please, add the option to set the start time and end time instead of just the hour field API.Power of Automation :: Automatic creation of an issue once the task status is updated to ‘Overdue’
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 automateTip # 3 - Follow And Add Followers To Your Project Modules
Besides owning effective managers and quick-witted employees, you need to have supportive followers for accomplishing your project goals. Accompanying this note, today, lets run through a quick and easy tip on 'How to follow and add followers to your project activities?' . Follow the project activities all by yourself -Follow to get real-time milestone updates Milestones are nothing but your project goals, which can ultimately uplift your projects' quality to the next level. Now, users in the portalWork Hours by Project
Hi, I see the work hours are global rather than by project. The trouble is, sometimes we authorize overtime or weekend work for a "rush" project, or if we are just needing to catch up. How difficult would it be to make the work hours specific to a project, or maybe defaulted from the global work hours, but be editable by project?Para que eu uso o temporizador no Zoho Project?
Pessoal, Alguém consegue me ajudar a entender a funcionalidade do Zoho Project "Temporizador"... Ele serve pra dar andamento na tarefa? Ele não mexe com a % da conclusão daquela tarefa?Recurring Tasks and Reminders in Projects
Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the futureProject template Zoho execution
Hello guys, Is there a Zoho Project template for the execution of all Zoho apps for clients? From changing DNS records to connect Zoho and send from Zoho all the way to the most complicated apps to implement when the client has grown exponentially? ThankBook project costs to tasks
Hi all, New to zoho but far from new to this sort of platform. I've been scouring the web for a suitable platform for my growing business. I'm currently using Xero and WorkFlow Max but it lacks a key need. I signed up to zoho projects and books to testBuilding extensions #9: Store, retrieve, and access entity-specific data in widgets using data storage
Data storage - Overview Storing data related to the extension you are working on is essential. It can be saved as key-value pairs for an entity or extension, known as entity and extension properties, respectively. Data can be saved for the following entitiesCustom view for Milestones
Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom viewtime tracking with automated screenshots
Check outhow hubstaff is taking screen shots while recording time spent ... any plans to implement something like that directly in zoho time trackerClone a project
To whom it may concern, I did a quick search of the forum and found nothing relating to this idea, so am posting fresh. The service that our company provides means that we follow an essentially identical process for each new job, and this includes the time frames for each stage. Ideally we would have a complete "template" project, with all the task lists and tasks in place with associated start dates, due dates (and by extension, duration) and - most importantly - the dependencies between tasks soHow do I move a task to a different task list automatically by setting a rule?
I've a Task list A1 which has a set of Tasks, When i'm moving these tasks to let say the column (Dev Complete - Which is an 'open' task) i want them move automatically to Task list A2 column (Staging Open).Zoho Project loading is very slow
Hello, Zoho Project loading is very slow. Is anyone else experiencing this?Next Page
Announcements
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,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 enable
Most Discussed Topics
Power 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/outsideImporting Project template from another organisation
Hi, For one organisation I need to copy a Project template I built for another organisation. The current template uses about 20 fields for the project details, a list of about 50 tasks, and a set of 4 tabs. There are 2 automations also linked to new projectscustom_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 encodeZoho Project - Report showing 24h avability
Hello, I'm trying to standardize how our projects works and working with defining the workload but some some reason all of my staff seems to be available 24/7 and i absolutely can't find the option to change this. Where would that option be?
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
Sneha Bharathi V
Harshini Dara
Shubham
Olivier