Is there a way to set the default Flag to External vs. Internal?
Thank you, KennyPower of Automation :: Automatically track the count of re-opened Issues.
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:-Employee User to see Hours not $$
We have a Role of Project Manager who needs to be able to see Project Budgets in terms of Hours, but not the $ associated with the budget. We also don't want this Role to see the Hourly rates associated with users on a project. Is this possible?Can I associate a timesheet layout with a project template?
Hi We are using Zoho Projects in our company for different departments. For my department (Marketing) I've made a specific timesheet, including which type of activity they do (this only applies for this department). I have also made different ProjectHow to manage my gaming related website built in wordpress?
how i can manage my gaming website which is built in wordpress with zoho to collect leads of users and also automatically remove the duplicate contacts and emails and is there is any way to check that the email and the phone number that user has enteredTip #30 - Cloning a project
Sometimes, you'll want to use the same data from an existing project to create a new one. This is usually done by cloning an existing project. We have a simple work around wherein you can create a project template in Zoho Projects and save time recreating the wheel. Using this, it is possible to duplicate the data from an existing project into a new project. When creating a project template select the option "Choose from Projects" and select the project which you want to clone or duplicate to reuseIs there a way to schedule a weekly Timesheet export?
Hi guys We use our time logged in Zoho project in another system to track our profitability of some projects. I usually have to log on to Zoho weekly, to make several exports of timesheets, download them and send them to different persons. Is there a way that I (as an admin) set up a default timesheet export (i.e all users;projects 1, 5 and 7; from 01/01/13 to 31/12/13) and schedule it so I can get an weekly email or file with the export? Thank youProject Management via Emails in Zoho Projects
We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn moreOpening and reading a file in Deluge for use in a sort of bulk update
I want to be able to update a large number of projects, and the tasks contained in them, by using a file. The use case would be that i would have a record per project and data that would apply to various tasks in columns in the file. The file would bePower of Automation :: Automatically move a task to a different tasklist once the 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 automateRecurring Task & Dependancies
I have several recurring tasks that must be done in a certain order, they are done by different team members at times so I need a way to assign dependencies. I did update these on the initial setup, but the recurring tasks lose dependencies. Anone knowDeluge script to set project start date to blank and/or a specific date
I want to be able to set the project start date to blank under certain conditions, or to the current date under other conditions. I have a map named "createproject" and I try things like this" createproject.put("start_date",""); or this createproject.put("start_date",null);Importing tasks into tasklist in Milestone
I've been trying to upload a csv file with tasklist names into a project with Milestones defined. However, even if I enter the tasklist name in the correct field, it will just create a new Task list and I have to move all tasks over into the correct tasklist. Is there a way to do it correctly? My tasklist is called 'Gonio' under the Milestone 'Testing'. My CSV is as follows: "Task Owner","TaskListName","Task" "UserA","Gonio","WO-10579" "UserA","Gonio","WO-10580" Any tips on how to fix this? Thanks,Email Notifications on Project Feeds
I find it hard to understand that unlike Forums Posts, Comments, Tasks etc, there is no way to have email notifications for Project feed posts. Yes there are browser notifications, but you don't always have the browser open. Some of our clients preferHow to Generate Custom Reports for Projects, Teams, Members, and Tasks in Zoho Projects?
Hello Zoho Projects Community, I'm looking to create a custom report in Zoho Projects that includes the following details: Project Overview: List of all active projects and their owners. Team Composition: Breakdown of teams for each project, includingCalendar and holidays for each project?
Is it posible define a business hours and holidays for each project? We would need cos have a lot of projects for different companies in the world with their own timetable and holidays ThanksWebhook on log work
Hi, I need to be able to get notified when someone add,update,delete work from.and issue and this should be a native feature with webhooks in Projects. I understand that can maybe be achived using zoho flow but it should be part of Projects it self andAssign project owner to specific tasks on project template
Hi all I managed to create a project template and wonder if there is a way to assign tasks in a way that depending on who starts a new project using this template, specific task would automatically assigned to the creator of the nwe project. Thank you.Power of Automation :: Schedule Timesheet export automatically.
Hello Everyone, We recently fulfilled a specific customer requirement by leveraging the Schedule Functions within Zoho Projects. Sharing the details here so that others with similar needs can benefit too. The schedule function allows you to execute customTask Workflow Rules Should Work With Project Templates
I posted this on a previous thread a few weeks ago, so I'm re-adding it as a top-level topic. I know I'm not alone in wanting this feature. Basically, right now the new task workflow rules feature doesn't actually work with tasks generated using a ProjectDelete/cancel Zoho Projects account
Hello, I just tried out Projects and realised I don't need it just yet. How do I delete my profile (only from Projects, not everything else)? Thank you.Power of Automation :: Trigger an email automatically based on Milestone completion percentage
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 andProjects : Configure organisational wide display preferences (themes)
Hello, I need to configure themes/display preferences i.e color, dark/light mode etc globally/organisational wide for all accounts, users, contractors, customers alike. How can i configure this?Power of Automation :: Archive a project automatically, when all the tasks in that project are completed.
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 automateInternal Comment
In Zoho Projects, I would like to be able to make a comment on a task or project and mark for "Internal" only. More of a public vs. private setting. This way I can make a note to my staff without the client seeing it.Need to restore the project tasks deleted back
I would like to recover the tasks deleted back. How I can restore the data to back again? Plz help me, my old works and many large work were that. SOSWeb Tabs in Zoho Projects
Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, youArchived Projects
Hello, I have a user who is setup with Manager role and is the PM of a project (he is listed as project owner) but he doesn't have the "archived Projects" button on the right side of the screen. I am an Admin and I do.Changing the Primary Client after a Project Has been Created
Once a Project has been created with a primary client how can we go back and change the primary client. We have set up projects a few times with the wrong Primary Client. Once we recognized that we needed to change the primary client we were unable toDefault task list | external vs. internal
From reading through the discussions here, it's my understanding that a default "external" flag cannot be set on a project level. That being said, is it possible to change the default dropdown selection to "external" whenever someone is creating a newHow do I schedule time for an issue?
When an Issue is raised in Zoho Projects, I want to schedule time for a Developer to work on the issue. That usually involves an initial meeting with the requestor. Then, after the developer understands the number of hours involved, the developer needsPdf Gantt Chart
i cant get the Gantt chart in full view "task list and bar chart" for all tasks list when i export it to PDF And i am asking about how to hide the unscheduled task column from the Gantt chart view and how to set start the Gantt chart view with the projectBilling for Fixed Fee Projects
Hello Zoho Community! Hoping someone could shed some light on the best way to bill clients (in multiple installments) for a fixed fee project. We are a professional services firm and many of our projects are billed on a fixed fee basis vs billing for staff time (i.e. time and materials, or T&M). It seems very straight forward in Zoho Projects to set the billing method as either bill based on "staff hours" or "project hours," but how do you bill for a fixed fee? I also need to make sure that the invoicesPower of Automation :: Automatically start / pause / stop timer on task status update.
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:-Milestone
New to Zoho and trying to get acquainted. According to PMI a milestone "anticipates what the project is supposed to achieve at a pre-set date. It should describe a desired state of affairs, a desired future situation. There are two important aspects to this. First, the concept refers to a point in time, not a period of time. Second, it looks forward to what we want to create, not how we create it." Why are Zoho milestones defined between two dates and as bins for tasks? Why would you even considerHow to change the colour of the Milestone rows in Projects?
We have a project with a lot of lists tasks and subtasks and we want to be able to change the colours ever so slightly to differentiate between the milestone sections. Is there a way to do this? Or is there a Chrome extension someone has written to doCompletion percentage of task should be customized by the user
In zoho projects, the software lets the user to assign percentage of tasks in multiple of 10. (10,20,30,...,100). In my opinion, the user should be able to customize that percentage; because in many cases; only the user can decide how much task is done,Tasks belonging to multiple projects
Hi, How can we make a task to belong to multiple projects? There are product release projects, which includes task for marketing. However, marketing has its own project for campaigns, where the same task would belong too. How to n make that happen? Thank you TomCan you import projects into Zoho Projects yet?
I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projectsCan Projects Replace Azure DevOps?
We currently use Azure DevOps to hold our test scripts for our software development process and I was wondering if projects would be able to do this equally as well? Would another Zoho application be better? We would ideally like to have it connect with Bug Tracker and Desk.Next Page
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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
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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?
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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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