Close a project
I would like to close a project. How I can do it?Project is done, how do I mark it as complete?
Hello, My project is complete... how do I mark it as complete?Scheduling jobs on Zoho Projects based on the ticket duration assigned to an agent on Zoho Desk
Hi. My idea is that when a ticket is assigned to an agent in Zoho Desk (The ticket is a 2 day job) that 2 days will be automatically scheduled on Zoho Projects. Is that possible?Dissapointment: Projects and CRM
I just don't understand how this feature isn't available. We are consultants in large long term construction projects. Our Projects are being set up in Zoho so the Tasks match Construction Contracts broken down into sections. The Project Manager would divide the contract amount across all tasks at his discretion. We bill our clients incrementally based on the percentage of each Task that is complete. For example, Task #1 Site Evaluation may be two visits several months apart. After the first visit,Zia - AI Assistant is now integrated with Zoho Projects iOS app
Hello All, Zoho Projects, your favorite project management application now supports Zia. Zia is an AI assistant that helps you to perform various actions like adding tasks, assign bugs, change bugs status etc., effortlessly. You can use Zia either via voice/ chat commands. Zia can be accessed from the Home page of the app by tapping the Zia icon at the top right corner of the screen. Below are some of the commands that the Zia functionality supports: Assign bug Assign task Bug due daysBudget for recurring project
How would I budget for a project that resets each month? For example a project that allows 100 hours per month. I need to make sure I stay under that each month, but have not found a good way to do this. Thanks!Zoho Projects Forum View Options
Good Day, It will be useful to be able to view the Forum threads from newest to oldest.How to : set a task to invoiced
We currently created a statuslabel "invoiced" within the status "closed". But now we want to create a connection between Zoho Projects and Books. If we create a invoice based on a project it gives all the tasks. That's great but a couple of tasks are allready invoiced within our old invoice system. How can we set a invoice state to a task so it wouldn't show in Zoho Books.Project associated with Deleted Client
I have 3 projects that were associated with a test client account I was using to explore the functionality of giving clients access to projects. The Client account I created has been removed (can't search in CRM to find it). But when I list projects "View by Client" the Missing Client Account appears on the list with the 3 projects listed. How can I dissasociate these projects from the dleted Client account?Some characters display as HTML entities
Just found out that quote and may be special charaters are displayed in HTML entities... See ScreenshotAdding URL field in Projects tasks
Hi, I use Sharepoint as a repository for my documents. As there is no option to use it like Docs or Google Drive, I want to use as a workaround a link from the task (or Project) layout. Recently, I found a new field called URL. I have added to my task layout but it is not working. I just behaves as a standard text line, no hyperlink in it. Any help? Thanks in advance. Regards.Assign different Timesheet Settings to different projects
Timesheet Settings are only Org based and different type of projects require different approval process, log period and log restriction. Please consider adding the possibility to define this on project level as well.Sort of Completed Tasks in the Tasklist
completed tasks goes always at end of the view of the tasklist, no matter where they stood before. is there any way that the task will be at the same postion in the view were even when it's complete?Google Chrome Display Issue
Hi, Please see attached image. Small display issue with Google Chrome Doesn't line up properly. Works fine in FirefoxZoho Projects - REST API Wrappers
If you are using our REST API, you must check out our wrappers to make it even more simple. You simply need to download the wrapper of your choice, drop into your project and start working. You need not worry about the parameters and interfacing details, everything is already bundled in our wrappers. Zoho Projects has official API wrappers for the following languages: For Java https://github.com/zoho/projects-java-wrappers For ObjectiveC https://github.com/zoho/projects-objectivec-wrappers ForEngage in effective communication via 'Forums' in Zoho Projects iOS app
Hello Folks, We are excited to announce that our new updated version (v3.2.5) of Zoho Projects iOS mobile app is live. The new version of the app covers one of the most asked for features. Zoho Projects iOS app now supports the 'Forums' module. Forums, is a place where you can collaborate with project members and brainstorm new ideas. Unlike emails, you can check out the topics in a central location. In Forums, you can start conversations using the Q&A section, sticky posts and make announcementsZoho Project unable to load tasks across zoho
Recently, I faced a weird issue in Zoho Project in which no task from any projects were able to get loaded. This brought a halt to my organisation operations as we manage everything from zoho projects. It took Zoho 3 days to fix the issue. Additionally, in Zoho analytics all the reports crashed and landed in trash as they were all connected with Zoho projects. This is disastrous. Did anyone else faced the same issue ?Tip of the Week: Task Dependency
Task Dependency - a feature that allows the users to establish dependency / linking between tasks within the project. Points to be noted with respect to this feature: Task Dependency can be set only from the Dependency View section within the Tasks & Milestones module Tasks setup with duration (start & end date) will only be displayed in the Dependency View The supported dependency model is Finish to Start Dependency can be established only between the tasks in the same project A task can be dependentAdd Options to Print Calendar or Export to PDF
Hi, I've used the Zoho Projects for a days. It would be great if Zoho Projects add options to Print or Export to PDF in Calendar Menu. If I manually print the calendar page using the default Chrome print. The print result will appear far from expected.Convert tasklist w/ task to a tasklist template?
Hi, I found out one of our user created a tasklist with tasks which could be befenicial for other projects. As the list of tasks is rather long, I would like to have it as template. It would be nice to be able to convert my user tasklist as template. Ididn't the function if it exist ! ThanksGantt Chart Hide/Size Columns Needs Work
Screen real estate is a premium. The Gantt Chart seems to have no way to size, remove, add or reorder columns? For example, I want to see the task owner without scrolling right. Currently the Completed Date comes first with an over-sized column chewing up screen space, then comes the Owner. See example in attachment. We need to be able to Size, Remove, Add and Reorder Columns in the Gantt Chart Report. The above is a simple matter in MS Project.Search Function doesn't seem to work
When using the search function in Zoho projects I feel like I must be missing something because any time I use it to search for task names, issues, or comments, I never get any results. I have never successfully searched for something and found it using the search function. In the included screenshot, I am searching for a task named 'Single Trip Groups'. No idea why it says no results found. What am I doing wrong?Accessing a Custom Field when creating a Task with Zoho Projects API
We've created a custom field called Target Date through the Zoho Projects Portal, and are now trying to access that field with information I'm passing to it. First we thought just formatting it as a JSON string by hand would work, but it didn't so we looked into the structure more. When we get the project details of a task that already includes a Task Date, we get this structure: 'custom_fields' => array (size=1) 0 => array (size=3) 'column_name' => string 'UDF_DATE2'Zoho account and API Zoho Project
Good afternoon, I am making an implementation of the Projects API, when I make the request for User Authorization Can I add the client's site as an authorized site in my Zoho account so that it does not ask me for authorization again?Private Task
Hi I am looking to add some private tasks that are not meant to be shared by all the employees. Is there a way to add private tasks? Rgds AkshayInternal Task List on External Milestone
It would be great if we could have an internal task list on a milestone thats external. befoundBig Problem after Changing Bug-Ticket Layouts to Projects
Hey ZOHO-Team, we have just started to cleanup our old Bugtracker Layouts and merge them to just a couple of layouts. After that we have (of course) some "Status & Workflow" Entries which are not longer needed. So we start customizing them by deleting and matching them to other statuses. After finishing the cleanup we want to save this new Status Layout and ZOHO Projects Create atleast one closed status But we have of course a closed status as you can see attached. We are not able to save this.Custom fields are gone
Hello! My company has been using custom fields for a while, but today they disappear. I realized this after accepting an 'Refresh' request in my browser earlier today. Is there anything I can do to make them reappear?Zoho Projects: Q3 Product Updates
Hello everyone, We rolled-out some interesting updates in Q3. Here is a brief description of the features: Zoho Sprints Integration Teams can now work on both Agile and traditional project management methods using Zoho Sprints integration. Project Budget We have enhanced the project budget feature. Zoho Projects now supports, task and issue based billing, milestone based budget, and forecasted cost. Formula Custom Fields Create formula custom fields by passing arguments, values, or reference to otherMentions not working in Project Channel
I've noticed that mentions (e.g. @username) don't work in the channel we have setup for projects. We've got Cliq integrated with Projects and in these channels, mentions don't work. They work fine in cliq-only channels.Can't specify index and range for tasklogs.
I'm using the GET method of the Zoho Projects API to get the tasklogs of a specific task and I'm facing some trouble. It seems that tasklogs are not responsive to the "index" and "range" params, as its length is allways 99, no matter what values I pass to these params. Please kindly let me know how can tasklogs "range" param can be set. For more clarification, bellow you can find the steps I followed in python: import pandas as pd import requests import json url = "https://projectsapi.zoho.com/restapi/portal/+portal_id+Global Project Timeline Gantt - Filter by Group
Hi, We have created groups for our projects, including for example, live and tentative projects. When viewing the global Project Timeline Gantt we need to be able to filter this to show by Group, for example, to be able to see only current 'live' projects or only 'Tentative' projects or only by client.Zoho Projects: When searching, show option to “Open File in Location" or at least view location to see where it is filed
When using the search function in Zoho Projects, it would be really helpful to see where the file it located. At the moment, we can only click on the file to open it new browser tab, but we have no idea what folder it is located in, unless we manually open every folder to find it.Custom Relatable Item
I am creating project templates for construction and have milestones with task lists with tasks. I would be nice to be able to create a custom item with custom fields for me to be able to create rooms and for the tasks, be able to relate which tasks go applied to the required rooms. Possibly a feature request or possibly a workaround? I tried issues, but that is not what I want to do as I want to use issues for issues. Thank you Jason SpicerTasks in Project Template not being populated in "New Project"
I'm creating projects from Template Projects that have Tasks pre-populated. When I perform the "New Project" action and use a template, the tasks are not being copied over from the template. I'm certain that there's a check box or setting that I need to enable to copy the tasks over from the template, but I'm not sure where or what it is. Please advise, thank you,Editing fields from projects list view
Hi. In current design only admins can edit/archive projects (1) and change values in all displayed fields directly from the list of projects (2) - could you tell me why is that? From our point of view is absolutely something opposite to productivity... Our users are not admins and this functionality would make their work a lot easier. Could you improve that? Btw if I will grant all users admin privileges, our management team and other departments won't be able to manage their projects because onlyAdding multiple tasks at once
Is there a way of sending multiple task to a project from the template rather than adding them separately. Additionally, when a project template is created can you add tasks to that template? RegardsI want to add taks to google calendar
I want projects and my gsuite calendar to sync. I have found this: https://www.zoho.com/projects/help/tasks-googlecalendar.html It says "Add to Google Calendar and Add to Google Task options are available only if you have synched Zoho Projects with your GoogleApps domain." But how am i doing this?Create a Trigger that push field values from Zoho Projects MY TASK VIEW into MY TIMESHEET VIEW
Using Zoho Flow, how do I get the data from the MY TASK VIEW into the MY TIMESHEET weekly log VIEW ? By using Zoho Flow, I want to have a Trigger that will push the field values of Project Names, Tasks, and Assigned Task Owner into the PROJECTS TIMESHEET.Sub Tasks is Here!!!
Hello Everyone, I take this opportunity to wish you a happy new year and inform you about the launch of the Subtasks feature, the most requested one, in Zoho Projects. A perfect beginning for the year 2012, Isn't it. Subtasks are a convenient way to organize projects and tasks that have multiple steps. Let us see how the Subtasks feature has improved the project management in Zoho Projects. Import MS Project file When a MS Project file is imported into Zoho Projects, the task & subtasks structureNext Page
Announcements
Enhanced 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 groupedPower of Automation :: Automatically update the Project status based on the Milestone status
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: 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 automate
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:-custom_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 encodeProjects 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.
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
Enhanced 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).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 labelled
Top Contributors
Monica P
Harshini Dara
Frederick Dicaire
Shubham
Sneha Bharathi V