How do I add a project to client after passing import from crm screen.
So I've added a client using the import screen. In the import screen I was able to click on the projects I wanted to add to the client. this helps to group them by client on the projects screen. Now I'm adding a new project to an existing client. I go client users in settings and it shows projects under the client, and has a way to add more projects. but when i start searching for the projects to add, only projects already added to the client shows up. I even have an an existing client for whichUnable to add a task as dependent task
Hi, We are unable to set a task as dependent task to another task. Please find screen showing the issue. Kindly do the needful to resolve the issue ASAP. Thanks KrishAdd an existing user in Zoho Project
Hi! I'm trying to add users to a project, this users already have their own account of zoho project, how can I link them to my project?? This users have the free version of Zoho Projects, I have the paid version. I already work with other users that also have their own account and i could add them to other proect, but in particular whith this other users I couldn´t. PLEASE HELP! Thank You in advance!Improve Client Users & copying of templates.
Hello. Can we please get updates to how we use clients in Projects in the following ways: 1. Improve it so clients can be imported from crm without sending portal invitation 2. Improve it so you can add projects to clients after the initial client import screen. Right now you can projects to clients only in the client import screen. What if I have recurring projects for the same client? I still need that project to be listed under the client and not under my organization. Zoho....why why why mustTasks in notifications
notifications in iOS and on the web app when someone completes a task show the words "Task.completed.s". Thats all it shows until you click on it for more info. I have to assume this is a mistake. I thought it was a developer bug, and I wrote in about it a few times. Its been many months and its still like this. Please fix it to actually show relevant info.Milestone Gantt doesn't really show milestones well
in the Milestone Gantt, I JUST want to see milestones, in a visual way, across all projects. I want to be able to glance at the year ahead, by project, and know how busy im going to be in each month. I don't want to see tasks, I just want to see a milestone with start and end date, color coded, with milestone names. I dont understand why a Milestone Gantt shows tasks and is so hard to see across many projects. Please see the attached screenshot. Is this really that hard to implement? A BirdseyeCopying Issue Templates between Projects
Would be nice to have the ability to copy issue templates between projects to have the same configuration across all.Generate Release Notes for Your Project Milestones
In Zoho Projects, you can generate release notes to view the summarized list of tasks and bugs for your project milestones. The release notes contain all the closed issues and tasks for the associated milestone. You'll find your project runs more efficiently when you are not left wondering what, how, and when things are completing in each of the project milestones. Generating release notes Select Projects from the Home page. Select your project from the list and navigate to your project. SelectCustom Colors for Kanban columns
I really wish the kanban view was more like Zoho Connect where you can adjust background color of the columns.how to delete my account
How can I delete my acount. I am no longer employed by polito and need to transfer eerything over to the polito team members. I started a project for polito and would like to turn that over also. How to do that?Any way to add more fields to "UPDATE SUPPORT FIELDS" from Zoho Project/Bugtracker to Desk
Hello there, I'm trying to find out if there's any way to add more Fields to the "UPDATE SUPPORT FIELDS" on a Business Rule that I'm setting on Zoho Project as I need to edit more fields from DESK when I trigger a certain action in PROJECT/BUGTRACKER Currently I'm stuck with just those two options but I need to see if there's a chance to add more somehow so I can modify more fields on Desk when I'm dealing with the Bugs on PROJECT itself. Please do let me know if you need further information in orderIs it possible to set a custom filter or "view" for all users in BugTracker?
Other bug tracking software we've used allow users to create custom views or "filters" that can be set as the default views for all users in a project. We would like to have a category for archived "bugs" that weren't actually bugs but still contain important conversation history and are linked to Desk tickets. However, we don't want these to always be in users' sight, so we would like to hide them from view. Is such a thing possible or on the road-map for BugTracker?Request: Home Page for Pages
Hi, It would make the pages module far more usable if you could configure one of the pages to serve as the 'Home' Page, and that when you clicked Pages on the sidebar, it would then take you to this page rather than to the dashboard....Unable to create project by using Zoho Projects rest api. Error: { "error": {"code": 6831,"message": "Input Parameter Missing" } }
Hi Zoho friends, I am trying to create a project by using POSTMAN by following the zoho projects rest api documentation. Url : https://projectsapi.zoho.com/restapi/portal/XXXXXXX/projects/ Headers: Authorization : Zoho-oauthtoken 1000.XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Body : { "authtoken":"1000.aeec78c22cf0957f69fd9ea6089c447c.8ecbd53da9eb67134f80f8a6f39ffd87","name": "SAP order issue","description": "single_line","strict_project":"1"} Response Data : 400 bad request { "error":Searching Archived Projects
Over our few years of using Zoho, we have created and then archived a large number of projects (>2000). I am trying to find an archived project so that I can use it as a template for a new project, but am having difficulty as the Archive Projects page doesn't load all the projects at once and will add more as you scroll down. This is taking a really long time to load and essentially kills the page while doing so. Also, if you try to collapse a project group, more projects won't load. Is thereIP range for Zoho Project's whitelist
Due to company policy, our customers need to open the public ip range of the Zoho domain in the firewall. Because the company's internal policies will control the scope of the Internet, it is necessary to know the IP range of the Zoho domain. Thanks for your help !!Announcing the Zoho Projects API
Today we're excited to announce the API for Zoho Projects where any developer can extend the project management and collaboration capabilities through our APIs and can build their own customized applications for their business needs. We've tried to make the API follow the REST (Representational State Transfer) principles and generate a XML/ JSON object which allows you to access / read / write Zoho Projects data from third-party systems like Google/Yahoo gadgets, web sites, billing & invoicing systems,Need to export Linked Bugs through the "EXPORT BUGS" option
As of now I'm trying to Export all the Bugs of a certain project nevertheless I need to see all the linked bugs that are among them so I can give that information to the higher ranks on my company, is it possible to do this by any mean? Please help me with this inquiry Thanks in advance for your support and quick responseAdmin Settings- Different Groups
I have created separate GROUPS for different Company DEPARTMENTS and each Group has an Administrator. We don't want to see each others projects. etc. and they need the Administrator rights to manage their Groups, since the Manager role is more limited. Is that something you are considering to add in the future?gantt chart - viewing all milestones
I have a project with more than 10 milestones but i cannot get a gantt view where i can see all the milestones, due to the 10 filters limit. there must be a work around so that i can see all the milestones in a single gantt view? thanks!Gantt Chart View - customisable?
Hi there, I would like to export a milsetone gantt chart for a client, but I do not want to include the "%" "duration" or 'owner' fields (highlighted in the screenshot). Is it possible to adjust the gantt settings to be able to remove these fields? It makes the gantt chart too complicated for our client. Cheers, LizEmail Buttons & Integration
Hie, Have Two Questions:- 1. We want when user complete any task in any project then client get Email of that with Approval Button on it, if Clients click on Approval then Assigned user get email of that and start work on next task. And needed one more button named Modify/Modification if client clicks on that a popup note will shown to him where he can add needed modification and submit . when client clicks on submit then assigned user get email with that note. Is that possible? if yes then how canHow to Reorder Task Lists
you can delete or move them (to another milestone), but can't reorder them?Project Timeline Gantt only shows 3 years
When viewing current projects in the Project Timeline Gantt view, it only shows a date range of current year, plus one year before and after. (E.g. if today is in 2018, then the Project Timeline Gantt view will only show 2017, 2018 and 2019.) The problem is that any project with start or end date outside of this range (e.g. start before 1 Jan 2017 or end after 31 Dec 2019) will not be visible at all on the Project Timeline Gantt view. Even if the date range only shows 3 years, there is no good reasonTip #32: Deleting a portal
We are back again with a new tip. As part of our GDPR compliance, we have included a delete portal option so that you can delete your portal anytime you wish to discontinue Zoho Projects. There are certain conditions to follow which need to be satisfied before you can delete a portal. This option is available only when, You have removed/deactivated all the users in the portal. You can delete a portal user in the portal settings. Your subscription has been downgraded to the Free plan. Learn moreProject Recovery in Zoho Invoice / Projects / Timesheets
When I create a project in Zoho Projects and all tasks are finalized, I can create an invoice directly from Zoho Projects. I find this bill in Zoho Invoice. But is it possible to find the project and the tasks created in Zoho Projects in the "timesheets" menu of Zoho Invoice? Thank youProfiles and Roles
Zoho Projects has recently introduced Profiles and Roles that lets you define user access privileges and their role in the portal. Some projects require specific users to perform certain actions, while the others cannot work on it due to some restrictions or other privacy concerns. In this case, Profiles and Roles will help you sail smooth. How to set up Profiles and Roles? Take more control using Profiles and Roles With more customizing options available, you can set up multiple user roles suchGet task - owner_work and work_type fields missing
Some fields which are requested during Task Creation are not sent back when we fetch task details via the API. The API I tried : https://projectsapi.zoho.com/restapi/portal/???/projects/???/tasks/???/ Following fields are not available while fetching a particular task over API. owner_work work_type This should be simple to add to the API as the data is already there right? Can Zoho developers please look into it? Or is the owner_work data available in any other API? I tried to check the API docstask completed notification doesnt work well
when one of our techs completes a task, we get a notification that says: "Task.Completed.s" seems like a programming bug? additionally when we click on the notification, it doesnt allow us to click through to the actual task. see attached screenshots.Custom User Roles
It'd be helpful if I could create custom user roles, as I'm trying to set Zoho Projects with a non-profit group. Simply being able to rename the roles would work as well. Flagging people as "manager"s and "employee"s isn't really an option for me. Thanks! cbratcherPlease add issues/bugs to calendar sync
Issues/bugs show up on Zoho Project calendar, but do not sync to either Zoho calendar or Google calendar. It's a little frustrating because every time I try to come up with a workaround for the fact that Zoho has not yet integrated CRM and Projects calendars (not to mention tasks) across applications, so we can have one integrated view, something stops me :-). We just want an integrated calendar view so employees are not monitoring multiple calendars. Real time project calendar sync is also a mustProject-based task statuses?
Hello! If I add individual task statuses, they will appear in ALL projects. Can you define custom task statuses for each project (or even for each task list)? Thanks, Maryzoho calender
I have 2 questions here : 1.can we sync the calendar activities from zoho crm to zoho project and vice versa 2.Can we automate in Zoho project such that an event coming from crm calender comes up as taskMember roles
Hello. I may be missing this, but is there a method to change the name of the user roles in Project? ephccaUser Role
Is there a way that you can customize user roles to include titles that are specific to a respective company?User Security/Access Levels
Hello, Is there a way to set user permissions/security levels in a more detailed way than just "manager" "contractor" "client" etc? If not, is there a plan to do so? Thank you BuckProjects User Roles?
Where can I find the definitions of what a user can and can not do for each role? (Admin, Manager, Employee, Contractor)User Roles / Permissions Problem
A user of the 'employee' category can change the owner of a milestone to himself, and then delete the milestone. This seems to be an oversight, as the 'employee' user shouldn't have privileges to do so. Can this be changed? test_user_infoChanging User Permissions
Hi, I was looking through Zoho Projects and I was attempting to change the permissions as per this link: https://www.zoho.com/projects/project-access-privileges.html Unfortunately (I am the overall owner) I cannot change the settings to match what I am seeing in this link. Could someone advise where I would be able to do that?? Currently with the 4 available fields (Admin, Employee, Contractor & Manager) we aren't able to quite handle our requirements the way we should. Thanks so much for yourUnable to share Calendar View with Client Users
The "Client" User Type seems useful, since it is a safe overall way to share Project information selectively. The Calendar View, however, is one of the most clear summaries of overall status that we like to share with our Clients. Unfortunately, Client Users appear to get NO access to the Calendar tab view. ... Correct? Feature request, please...? Thank-you, ...Terry. PS: In general, the ability to edit the exact permissions of every role (and create more roles) is really missing and needed.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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