Export Gantt For Presentations
I cannot seem to figure out how to export a Gantt Chart from Zoho Projects in a format that produces reazonabl visibility of the timeline and also makes it the correct size for a powerpoint presentation. Can somebody point me in the direction of how toKanban view for tasks in the next seven days/14 days
I have used Any.do until now and there is a very convenient and useful feature for planning and clarity, the option to display the tasks in a kanban layout according to the next 7 days, so that each section is a day of the week dynamically, that is, thePower of Automation :: Automatically synchronize the Task Completion Date with Due Date
Hello Everyone, Here we are again thrilled to share another requirement that has been accomplished through the implementation of Custom Functions. A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditionsInvalid Ticket issue in Project API
I am getting error of invalid ticket for all token. URL https://projectsapi.zoho.com/restapi/portal/evincetest/projects/?authtoken=1000.152c87e89e86900a6bbc346e7c8b2de8.b44b90746c3483898cfee6076e449eb7 "error": { "code": 6890, "message": "Invalid Ticket" }Zoho Projects Roadshow, USA - 2024
Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutionsZoho Projects - Cloning a task does not trigger task workflow when created
Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the newCode Request to Update Task Dates On Changes to Subtask Dates
I would like to create a snippet of Deluge that executes when Start or Due Date is changed on a Task... Basically this... and vice versa for End Date.. if the Subtask dates are changed to extend beyond the Parent Task Dates, automatically update the ParentTasks Duration Totals
The tasks list view should have a summary row at the bottom that adds up the total duration of the tasks in the view. Also, I need a section on the Project View that adds up all the task duration and shows a total.I cannot create groups in Projects
Please help ASAP. How do I add groups to projects as this shows: https://help.zoho.com/portal/en/kb/projects/projects/project-operations/articles/project-groups#Create_a_project_group If it is a specific level of authority in Zoho One, what status isIs there a way to add a text field to the task overview of a project or a task list?
When performing their tasks, task owner often times need some extra info to complete it. For example: the task (from a template) can be: "add new sku to overview"; however, this person needs to know what the new sku is. I'm aware that you can add textSimply export / import tasks in a project
Hi, Given a Zoho project, I have exported all its tasks into a .xls or a .csv file. Then in order to correctly import my tasks into my project back, I need to : - edit the exported file to remove its header information (or the import tool won't find any columns, except one for the project name) - indicate to the import tool, within the file which column stands for each task information (task name -> task, % -> % complete ...) I don't understand why I have to edit an exported file Zoho created, inZoho Projects Client Portal Login
How can I customize the login page for a client portal? I have the client portal for zoho projects set up as a subdomain on my website. As of now, when a clients see the zoho projects sign in page. Nothing about the login page lets the clients know theyResource Utilisation is now Workload Report
On behalf of the team, I am thrilled to share a significant transformation in one of our pivotal features – the current 'Resource Utilisation' chart is now reborn as the more versatile and insightful 'Workload Report'! It is not about just the name change.Is there a way to see current backlog by resource?
I'm trying to understand the "Resource Utilization" view. The view overstates the work allocated for all tasks that are progressed, but not complete. Even tasks that are 90% complete show all the original hours remain in the resource's workload. PerhapsPower of Automation :: Automatically update task owner based on the team associated.
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:-How do we notify project members of comments on task lists?
So I've just added a comment on a task list and can't see anywhere how to notify anyone of it... How can we notify members by email of the comment? If this isn't possible, one asks what the hell is the point of adding a comment as I will literally haveProjects Automation No Longer Works
Hello, I had an automation in Zoho Projects set up as follows: 1. When a Project is updated (Status) 2. Criteria: Status Is Invoiced Update Field Project Type: Archive This was working in the past but suddenly it no longer works. Please advise Thank you,Create a Duplicate Task from 1 Project to Another
Hi, is there a way to create a duplicate task from Project A to Project B with the use of automations?How to see which tasks have been synced with Zoho Sprints
In the old style Zoho Projects in front of every tasks there was a small icon if it was synced with Zoho Sprints. Now either this icon is gone or somehow we turned it off. Do you know how we can turn it so we can see in the task list (without openingWhere is the desktop app for Zoho Projects???
As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information whereStop completed task lists from disappearing?
Is there any way to stop projects from making tasks lists disappear when all the tasks in the list are completed? That's one of those little things where we're constantly fighting the product. For instance we have some projects which are ongoing - no start and end date. We use Kanban view to show the various task lists. We don't want the kanban list to disappear every time the items on it happen to be closed out. ThanksProject name field permission
Hi! I suggest adding field level permissions for the Project name. Our use case is that users should not change the Project name (even if he/she is the owner), as it is set during project creation (by a script) and should not be modified. Thanks!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 multipleNext Page
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Equipping our customers with smart project management techniques to navigate together in an ever evolving industry is our top priority. In that context, we’ve brought in a new addition to our learning materials- Ebooks. Ebooks help you learn on the goPower of Automation: Seamless Task and Issue Id Prefix Alignment with Project Prefix Id.
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:-File uploading enhancement - Zoho Projects iOS app update
Hello, everyone! In the most recent Zoho Projects iOS app update, we have made an enhancement with uploading the files on the app. You can now initiate a file upload and switch screens or apps. Once the app is reopened, the file upload will be automaticallyTime Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepEnhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped
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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:-Projects drop-down list only available for one customer
Am facing a challenge here, the projects drop down is only available for a single customer, and every new project I create is auto-allocated to the same customer, how do i rectify this? is it an error in the system?Milestone Bars not Syncing
My Milestone (orange) bars are not syncing like the Task List Bars do. Are they supposed to? I have to keep moving them manually. My Milestones say 0 days as well.Update Task API Limit Issue
I am running into issues with the API limit for update task in Zoho Projects. In a typical Project, we have 120-130 Tasks and I would like a field change made to the Project to propagate down to all Tasks that belong to the Project. (In this case "Territory).
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Time Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepEnhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be groupedTip 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).
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