How can I disassociate / Delete a client from a project
Once I associated a project with a client in CRM, when I try to Delete the contact from the project I get this message "Do you want to remove this client & client users from this company" this looks to me like it's going to delete the client from CRM. I don't want to do that. I just want to dissasociate the client from the project. What I actually want is to remove all the client contacts from the Client Users. I want to be able to associtate a project to a Client but I don't want any "Clientrecover wasted screen space
Yes, Zoho Projects has a clean look and feel but it’s wasting too much screen space. Just look at “Save Results To:” (upper right) stealing screen space from what could be another task like. Why do I need Chat/Channels/Help permanently occupying space (lower screen) Please consider making the UI more screen efficient.Help - subtask and change date on schedul
1) In the timeline the subtask is able to have date higher than the task. How to block? it would be possible? 2) Would it be possible at the time of the task date change, trigger a flow to be approved to change by an administrator profile? The objective will be to avoid changing the entire scheduleHow to get the portal ID using REST API V 2.0
What are all the parameters i should pass to get the ID of my portal in REST API V 2.0? Anyone please help on this..Bugs/Issues custom fields do not sync with Zoho Reports
Hi, I have added a couple of custom fields to the bugs/issue tracker in Zoho Projects. I have setup an integration between Projects and Reports and synced the data. I didnt manage to sync the custom fields to Reports ? With other tables like Tasks and Projects it works fine, also using custom fields. Is there a reason that for Bugs this does not work ? Regards, PeterHow do you export ALL bugs?
Hello, I found the Bug's export feature on a per-project basis, but I need to export all the bugs for all of the available projects. Is there a way of doing this? I can list all the bugs if I go to the "My bugs" section, and remove the "All Open" and "Me", but the 3 bars icon on the right side does not have the Export option like it has when you're viewing a single project.Completed Tasks Analysis Reporting
Is there a way to pull a global report for completed tasks and projects against the time allocated for the task compared to the time taken? I want to use this for efficiency analysis. Cheers, AndreiHow can I export bugs from Zoho
One of our clients that we have been tracking bugs within Zoho Projects for are moving to Jira. I know about the Export function but that does not export the bugs and all the commnets within the bugs. Please advise if there is a way to export to a CSV file to then provide to the client. One additional complicating factor is that obviously we have multiple clients in our instance of Zoho and we are looking to export only one.Resource Management
First of all there should be user level other than those that are there. For example a Project Manager and then developers and PM can choose what developers to be on which project. Also, PM can see the remainig or pending tasks for any dev or subordinate he wants. Also, there must be resource detail as to what time and date he is busy and with what task or project.Bug tracking: Kanban view mode
Hi zoho team, Can we show more information on zoho Kanban bug viewer? Like the number of bug/item in column (Open/Close). RegardsCritical Path in Zoho Projects
Hard to manage tasks within your project deadline? Not sure of the task delaying your project? Critical path is here for the rescue. Using critical path, you can focus on tasks that need to be prioritized and manage your resources based on the critical and non-critical activities. Learn more on Critical Path If you have any questions, do comment below or mail to us at support@zohoprojects.com.associate tasks with other tasks
I love the feature, where you can associate documents to a task. this saves us from having to upload files again in to a task. instead, we are able to just associate a document that has already been uploaded to a project, which saves us time and storage. being able to do this is important to our employees out in the field. they open a task, and see a file that is relevant to what they are doing at the moment. I think it would be tremendously helpful if we could do the same thing with tasks. allowInvalid client Id error
Hello Team, Hope you are doing great ! We would like to inform you that we work on API and we get few things authentication token , client ID, secret key and grant token but after that when we try to get reresh token it show invalid client id error. Kindly let us know how we resolve this ASAP Thankssharing templates in some kind of an open source community repository?
Are people able/willing to share their templates in some kind of an open source community repository? That would be SOO helpful in getting people up to speed quickly! Thank you, KennyPass users name in webhook
Hi, I have created a webhook in projects that calls a Zoho Cliq Bot API Endpoint. The webhook is fired by a business rule whenever the status of an issue is changed. The webhook then calls the Zoho Cliq Bot which is programmed to post a message to our development channel, to let all our developers know that the status of the issue has been changed. This works perfectly, the only thing I am not able to do in the Cliq message is mention WHO changed the status of the issue in Zoho Projects. Is thereBeing able to set different Date & Time settings for PROJECTS not just ORGANIZATIONS
Hello there!! As the title implies we just noticed that we can't give different Date & Time Settings to our projects and we have to set it as an "Organization" which is very annoying Are there any plans to give us the chance to set different Time / Dates settings for the Project level instead of the Organization itself? Kind Regards Christian Lundstedt[organization] How to manage projects' priority
Hi dears, we love zoho project, I'm wondering how do you manage projects order. We are used to work in this way: When one of our colleagues complete a task, and he is ready for committing to a next task, he scroll his tasks, ordered in project priority, and usually pick the 1st available/assigned task with the highest project priority. This organization worked very well in the past for us, but we are not able to do the same in zoho projects. We have dozens of projects. And it is difficult with zoho projects,Milestone start and end time
Hi, 1) The milestone end time does not adapt to the end time of the task list related to it. I have to change it manually. Is there a way to make it automatically? 2) Is there a way to create a single Milestone, for example of 0 days of duration in order to denote an important event on the gantt? Thank you for your time.Auto calculate start date and end date of parent task from subtasks?
Hi all, I am wondering if it is possible to let Zoho project calculate start and end date of parent task from subtasks. I has created a parent task and 2 subtasks as follows: - Parent Task #1 - Sub task A (start 27/04/2016, end 27/04/2016) - Sub task B (start 28/04/2016, end 28/04/2016) Unfortunately, the start date and end date of parent task did not automatically calculate from subtasks. I have to manually set start/end date of parent task. Is this normal behavior? Or did I do somethingDocuments/Google Drive integration is limiting
The Zoho Projects Documents paradigm only allows documents to be uploaded to Zoho Projects. That can be very useful. But many project oriented firms maintain a project folder on a document management system where all project documents must go, whether that's a network drive or Zoho Docs/TeamDrive or G Suite Google Drive or whatever. For instance, we maintain all our docs on G Suite Google Drive. We need to be able to link to those documents in Projects. Instead all Zoho Projects Documents does isAPI
I can't undergo authorization on API. On an istruktion I send request for receiving. get grant_token (dont work) get grant_token has been taught on the websiteNew Status option not available in My Tasks - Kanban - Organise By
I'm trying to use the Kanban view to manage my tasks having now setup new status codes. The organise by "Status" appears in the Project Tasks Kanban View but does not yet appear in the My Tasks Kanban View In a Project view - Kanban Organise by In My Tasks - NO STATUS OPTIONPrint Task Report to PDF?
Is there a simple way to print a task report to pdf? The only option I see is to export to Excel, which loses outlines and is not a very good way for sharing with non-zoho users who we just want to email a nicely formatted task report. Thank YouReporting of booked vs actuals for all running projects
Hi, I was looking for some reporting or an export of the data to see a complete view of booked vs actuals for all the projects we have, I currently can only find it for a single project. Is this possible? Thanks, R, KoenDue Date Popup to navigate to a date/time relative to what was set in the Start Date
It's slightly frustrating when creating new tasks. It would be good if the Due Date popup screen would navigate relative to what was selected in the Start Date. In the example below, I have selected 15th/Sep as the start date. When I click on the Due Date, the popup screen navigates to todays date instead of fast forwarding to the 15th/Sep (which I think would make more sense IMO) ExampleCan't add users to projects
I have done it hundreds of time but it suddenly stopped working. Adding a user to a project. Normally click users then 'add users' and start typing the person's name in the contextual dialogue box. It fills in the name for me. But now it's doesn't recognize any users. I have tried on existing projects and the same problem exists. Zoho Projects is as good as dead. I need this fixed ASAP. thanksTeams or Departments in Zoho Projects
Hello, Wondering if there are plans to implement the Zoho Desk teams feature in Zoho Projects for task assignment? Often times, we assign tasks to a department rather than a person. Also in project templates, we don't know the specific person who will do the work, but we do know the department. Seems like if this were implemented the utilization report would also have to be by team. Looking forward to your response, thanks!Critical Path
Is there any way to denote the critical path in a project? In MS Project it has a red outlineHow to properly manage Budget/Profit?
My business has the need to control the Budget/Profit in Zoho Projects, so how we can we do it properly?Overdue open tasks that are changed to future dates and updated are still showing as overdue.
Has anyone experienced an incorrect update for overdue tasks in Zoho Projects? When a manager changes the due date on an open task that HAD been overdue the task still shows as overdue, even though the actual due date is now “on time” or in the future. Thank you for any input!Get custom fields using Projects API
Hi! I'm trying to create projects with custom fields via the API. I need the ID's of the custom fields, and I'm using https://projectsapi.zoho.com/restapi/portals/XXXX/project/customfields/?authtoken=XXXXXXXXXto get the list of those ID's. However, I keep getting the response "internal exception". Any idea how I can get the list of custom fields? Thanks!Can I auto merge accounts within my domain/company without re-invite?
I have Connect, Cliq and Projects, and it's really annoying to re-add every user in each Software. How can every new zoho account with emai@mycompany.com already be part of the eccosystem?CLient users put off the automatic mail they get
Is it possible to stop the automatic invitations that clientusers get when we add them to a project? We add some people who doesn't have to get the information in our system;Projects and Workflow in CRM
I am having difficulty figuring out the best way to integrate CRM and workflow processes - and I believe Zoho Projects may be the solution. I need to be able to create Accounts and link them to Deals in such a way that each Account is separate from the other but would be ranked together with all the other Accounts tagged/associated with the same deal. Here is the real life situation: We represent sellers and need to find the right Buyer for them. So we create a Deal and over the course of a number"From" email address for Zoho Projects notifications
Is it possible to change the "From" email address for notifications so it shows as coming from Zoho Projects rather than the project name?Is it possible to assign a bug to a CLIENT user?
I can assign tasks to clients, but wanted to assign bugs. These users are not selectable. However looking at their permissions, it looks like they are allowed to see bugs? Please advise.Creating a project From Inside CRM does not set task States
I have the CRM connected to Projects and have a template to create a project with a batch of tasks. If I create this inside PROJECTS, All is fine. Yay! If I create this same project using the New Project link from the Projects related list in the CRM, then the task states are not set correctly and the tasks do not open when you click on them. Can you have a look?How to save preferences
I have a long list of projects in each of my groups. Everytime I sort them by alphabetical order, when I leave the project list view I have to sort them back. Same thing with calender, I filter my view by events, I have to do it again each time. It’s quite annoying, my team and I use ZProject everyday, is there a way to have this set as preference views? ThanksLast Assignee through Automation Rules on BUGTRACKER
Hi there fellow Zoho Devs, I'd like to know if there's any chance or development currently being done on this topic. It would be amazing if the Last Assignee could be assigned through automation rules when some trigger is met as configured let's say if I do something as Assignee 2, the Ticket automatically goes back to the Assignee 1 Kind Regards and thanks for your answerCalendar broken
The calendar isnt showing all tasks regardless of what filter im on. Its missing the past week of data, something is wrong. Its the same for everyone in my company, regardless of which browser we try.Next Page
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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
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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:-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.
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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
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