Custom Task Fields and Templates
Is it possible to save the values in custom task fields to Project and/or Task list templates? Is there a way to import this information?Task and Sub Task Definition in ZOHO
Greetings. Can I have several levels of task groupings in ZOHO? The advance percentage of grouping levels is updated automatically or do I have to manually record the progress of groupers?organize issues by product
We are a software company with several products (4 to 6): what is the way you suggest to manage bugs in our case. Apparently we can't view a list or a Kanban of issues accross different projects. And Also I've been told that you don't have modules anymore (it was a possible solution to organize our bugs according to products). what is the alternative for us. because as a manager I can't possibly do my job if the issues are only visible within their respective projects, I can't assign them if I don'tBug tracker custom fields in API
I am using custom fields in Zoho Projects Bug tracker. How do I get the data for those fields via API.Tip#27: Global Add
There are always some impromptu situations where you’d want to add new projects instantly, add tasks in project B while you’re in project A, file issues immediately when they occur, log timesheet while you’re incessantly working on tasks or issues and so on. You can easily handle these situations using Global Add. Add tasks or any modules to the desired project by simply clicking the global add button. Global add is instant, saves time, and is easily accessible from anywhere in Zoho Projects.YouTask List Advice
Hey guys! do you use the task list feature?! if i create a task list - it looks like as i add them, the 'newest' shows at the top? So, my tip would be, if that's the case, start with your last step first and then they will be in order! I.E. if your steps are, create domain name add cname record set up hosting then it will appear in your task as :: set up hosting add cname record create domain name and that's backwards - these tools are supposed to make our lives easier and we get everything ironednotes on timers needs help
timers are very useful, but without notes they arent. yes, zoho projects timers have the ability to enter notes but its implemented in a way that is very limiting. 1. when closing a timer on iOS, please prompt us for a note description instead of just closing the timer 2. on the web app, when i go check the notes on a time log, i can not COPY the text of the note without going in to EDIT the timer first. I can hover over the SHOW NOTES button but if i move my mouse over to try and select and copyTask Functionality
Trying to figure out if there's a way to use a task with a specific field tied to JUST that ONE task - so the user can select from a dropdown box or (pick list as they call it) the answer to the task and then click 'close'. the task only requires a one word answer yes or no - i've created Task Layouts but those are associated with each new task created. I thought creating the fields would allow me to assign fields TO a task but it doesn't - or at least i can't figure it out. I have to have this YesTasks API call
Hi, I'm trying to do an API call on tasks and it's not working. I'm getting a "General Error" with code 6500. This is the URL I'm accessing: https://projectsapi.zoho.com/restapi/portal/kyledavidgroup/projects/605433000000032011/tasks/?AUTHTOKEN=0dc167bf942d55c7b99dceeeb44b88ce However, I was just able to access the same API with the same URL about 10 mins ago and it worked. Why am I now getting an error? Thank you.Tip #26: Execute Next Business Rule
Business rules support webhooks. Each business rule can be used to call a webhook when a specific criteria is met. What if you need to call two different webhooks for a matching criteria? Continuing from our Tip #25, lets see how to workaround this limitation using the 'Execute Next Business Rule' option. 1. Create a business rule to 'Update Support Ticket' when a bug is created or updated and set the criteria to match when the status is 'Closed'. Select the "Execute Next Business Rule" option.Notifications for users tagged in comments
I've looked for this, and can't find a solution. When a user is tagged in a comment (e.g. @User1) it would be great if they receved a notification - either by e-mail, or by the notification button (bell) in the top right of the window. Otherwise, there's no way to know if you've been tagged.New Zoho Projects Time entry in API - General Error - 6500
Hi there, Integration: Active Collab - Zoho Projects I'm trying to create a new Time entry under a task in Zoho Projects, using the API. I've already synced up tasks and projects. But I'm having a hard time creating a time entry. I've tried with php and with postman. On both ends I get the same result: {"error":{"code":6500,"message":"General Error"}} Here's my request: $request_parameters = array( 'authtoken' => 'APITOKEN', 'date' => '02-20-2018', 'bill_status' => 'Billable', 'hours' => '02:22'Predecessors and dependencies
How do we create predecessors and dependencies?Tip #25: Updating Tickets in Desk from Zoho Projects
Customers submitting tickets in Zoho Desk often wonder about its status. Support executives convert the ticket to a bug and it's filed in Zoho Projects. But what next? How do you inform the status to customers or notify them that the bug has been resolved? Business Rules can be used to solve this problem. A Business Rule performs a necessary action when the specific criteria is met. To inform the customer that a ticket has been resolved, a notification can be sent to the user when the bug is closed.Task comment
Hi zoho Team, I met an issue when using zoho task. When i sort the comment of a task (most recently on top), sometimes, all comment is disappeared, just see this happen only on this task, the others are no problem. Please help to check this. Link: https://projects.zoho.com/portal/arrivetechnologies#taskdetail/403027000001399352/403027000001399368/403027000001449237 ThanksProject user receive notification
Hi, Is it possible for ALL (if we assigned multiple users to a single project) Project users to receive notifications of project progress? Currently, settings for notifications can only be applied to Tasks and Milestones (to our knowledge). Is there a workaround for this? If users are "following" projects will this resolve? Regardsproject dates
We are behind schedule all the time. At the begining of a project we get the date when the project should be ready, but during the process sometimes (mostly not dependent on us) the project real end date stretches over several months. So our company would love if there would be one more field for project dates - besides start&end date - the REAL END DATE Thanks a lot !Why cant I view dependencies in my task list?
I cant see the dependencies in my task list? Can anyone advise. I have just linked the tasks in Gantt, but cant work out why I cant see them in tasks? Any advice welcomedSimple Notes Section Within a Project?
Hello- New to projects and am still getting to know the software. I have searched everywhere to find a place to write simple notes within a project. I would assume this would be within the dashboard. Is there a way to add a simple not field or two? As a work around, I'm creating a document within the documents section and I'm placing notes in there, but this is a very awkward workflow and it ends up opening a new window. Any advice? Thanks!Filter types (tipos de filtro)
Dear, I would appreciate indicating how the filters shown in the image work Regards (Estimados, Agradecería indicar como funcionan los filtros que se muestran en la imagen)Date format
Can I change the date format to UK one? Thanks.time sheet notes in invoices
when adding time sheets to an invoice, it would be much more useful if we were able to show the "time sheet notes" in to the "Item description". just showing the project name isnt useful for us.docs integrationt
if I create a new zoho doc or sheet in a project ,It doesnt show up in my zoho docs or sheets app. is that right? am I doing something wrong?Increase the limit of values to load in the custom field
I create a new custom field, but only let me include only 100 values, and a need to put in more than 100. How to increse these value?Documents synchronization
Hi, Does anyone knows of a way to synchronize the files that are stored in a ZOHO Project to a device such as a computer. Anything like sftp, CVS, or the ZOHO Docs desktop app, or anything else that is convenient or working with tens of files organized in sub-folders? Thanks. Best regards.task layouts on a task list basis (instead of per project)
task layouts are amazing. the ability to add custom fields, and have them available on iOS, and also have the ability to bulk change the custom fields is great. our issue is that we need to have different task layouts for different types of task lists. it would be great if we could adjust the task layout on the fly on a per task list basis. this would tremendously help our work flows. current if we do it project wide, then having a default value hurts us instead of helps us. we would only want aAttach google doc
How do i sync/attach a google doc to zoho projects? Every time i do it, it wants to "upload" the doc and put it into zoho drive. That is absolutely not what I want. Let's face it: Zoho docs is terrible. Google is way ahead, and I want to use GOOGLE DOCS, not zoho!! ALl i want is a reference to my GOOGLE drive. Yet zoho insists on inserting itself into the equation. This makes it a very frustrating experience. All our stuff is in google drive. I want it to remain there. Why is zoho fighting us onQuote display
For information, the simple quote ' is replaced by this code here in Zoho Projects :Ask the Experts: 5-hour knowledge exchange marathon on 'Task Dependencies' in Zoho Projects.
Hey folks! The Ask the Experts initiative for this month focuses on issues that frequent the support desk and hence demand expert advice. This session is around 'Task Dependencies" as it has invited many a query on the forums on topics such as: 1. How to set dependencies for unscheduled tasks? 2. Can I set task dependency in task templates? 3. What are the dependency types supported by Zoho Projects? Task dependencies help in linking tasks that depend on a sequence. While the Finish to Start dependencyCannot submit a request assistance
When I click on the email icon to Submit a Request, it's just empty :Date filter
how the date filter works? I'm from Chile and my English is bad. they have support for spanish Thanksbulk edit on task layout custom fields doesnt work
bulk editing a set of tasks works fine when you are bulk editing the status of the tasks, but it does NOT work when you are bulk editing one of the custom fields.Access /portals/ API via OAuth2 authentication
I'm trying to use the /portals/ API to fetch the list of portals that I have access to. I'm using the following API call:- curl -X GET \ https://projectsapi.zoho.com/restapi/portals/ \ -H 'authorization: Bearer <my-access-token>' \ -H 'cache-control: no-cache' \ -H 'content-type: application/json' \ However, I'm getting :- { "error": { "code": 6500, "message": "General Error" } } Any pointers on what I need to correct?Gamescope for freelance, one person / one player
Hello, I discover Gamescope and I'd like to create trophies and badges as milestone for myself I'm freelance and work alone, but create a "game" requires 2 players minimum ... Does this mean I cannot get any points when I finish a task ? Thanks in advance for your help Kind regardsText overlap in menu for French version
For information :How to create 'Cost Plan' and to view the 'Actual Costs versus Planned Costs'?
Dear All, One of our prospects need to define 'Hourly Rates' for each of their resources ( Users ) ( That is OK in Zoho Projects ) Question 1 They need to create a 'Project Plan' creating tasks setting duration and allocating resources to these tasks. After this they need to see the 'Planned Cost' of the project. That is a simple mathematics. Please check table below. Our prospect needs to see a calculation for the 'Planned Cost' total of the project. They will use this 'Cost Simulation' to plan,Enhanced dependencies
Hello, For most simple projects the dependencies in Projects works well. A task takes longer/shorter then planned and impacts all subsequent tasks Answering what-if scenarios, like adding additional resources or if there is a project delay Projects can accommodate the above. However, most of our project schedules can get complex and that is where Projects dependencies falls short in a couple of areas. Ability to add a lag time to the dependency so that it is tied to the completion date of theCustom Fields in Zoho Projects
We are pleased to announce the launch of the much awaited Custom Fields in Zoho Projects. This is one among the first few significant launches for Zoho Projects for this quarter. Custom fields basically, lets you add data specific to your business needs in online project management. Say, you are in Häagen-Dazs and you are about to place your order in a few minutes. Your favorite Belgian chocolate has gone out of stock and you are a little upset about it. What would you do next?! In no time, youZoho Projects 2017- Year in Review
2017 was incredibly amazing for Zoho Projects! As we’ve jumped into 2018 on the double, here is a recap of all that’s happened the past year. Check out our what’s new to know more about the features we’ve rolled out in 2017. It was quite a year! Thanks for being a part of Zoho Projects 2017! We’re expecting more features to come out this 2018. Be a part of awesome things that are yet to come!Zoho Projects "What's new" page RSS Feeed
Hi, it could be nice to have a RSS feed for your "What's new" page (https://www.zoho.com/projects/whats-new.html). That way we could be kept updated without checking constantly that page.Next 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
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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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