Locking Cells and/or Formulas in Spreadsheets
I am unable to find a way to lock cells and/or formulas. Also the formulas that I have sometimes delete or change themselves without my input. I can do a spreadsheet, close and the next time I open it the formulas have moved around on the page referencing different cells then originally intended.Add notes in "Weekly Log Time" timesheet view
We primarily use the Weekly Log Time view, as this is most convenient for our staff. Unfortunately, this view does not presently allow users to enter data in the Notes field for their logs, which means they must be added afterward, which is very inefficient. We would like to see the Notes field made available in the Weekly Log Time view so that users can enter Notes at the same time as they are completing their weekly time logging.Make a subtask a task?
We had a user accidentally make a task a subtask and it wasn't caught for quite some time. Is there anyway to promote a subtask to a task or duplicated it (and all of its data) as a new task? The subtask in question already has comments and additional work on it, so recreating it as a task from scratch really isn't feasible. ThanksPortal owner no longer exists
I have a problem. :( I created a portal on Zoho Project and change owner switched the owner unintentionally for the user raphael.queiroz@sandersdigital.com.br. But this user deleted the zoho account and the account went unowned. Originality I was the owner account. Can I recover the account? TksProject Calendar
How do I create a multiple day event in a Project Calendar?Retrieve deleted project
Hi there, I deleted one of our projects accidentally and would like to retrieve it. Is there any way it can be recovered? Thanks, VishnuTemplate Restore Help
Dear Monica P, We have been setting up a template for our new process and I had just finished it, I went to create milestones, however something went wrong with them and I deleted the milestones, which then deleted all the tasks that were created in that template. This occurred at 12 noon Kuala Lumpur time today (29th of November,) are you able to restore all the tasks in the template for this project that were in place before 12 noon of the 29th of November? https://projects.zoho.com/portal/ipsosloyalty/How to set permission / give access to client user to re open issues ?
Hi, I've added a client user to my project. The client has raised raised an issue. Once the issue was closed, the client was trying to reopen the issue, but no access has been given to client user. How to handle this issue in zoho project ?Uploading photos to projects
Hello I want to upload a photo to projects, is there any way to do this? I can upload photos to the Zoho CRM but I want the photos in projects so my team members do not have to leave projects to search for the photo.Question on CRM and Projects Integration
Hi, We are looking to integrate our CRM processes into Projects. I can see in CRM how to create a Project within a lead in CRM but how do I set it to pull across Google Docs or other links from the CRM lead to the project. Is that possible? Thanks in advance for the help KimNot getting emails from new project
I've been using zoho projects for a couple of years. I just created a new project and I'm not getting update emails either for tasks I created nor tasks I'm assigned to. Any recommendations?Project Payroll
How do you find your employee timesheet summary so you can pay them based on the hours they have worked...Easy Question Why users see all tasks even not assigned to them
Dear All, I dont understand Why a user can see all tasks which is not assigned Him or Her. I want my one of my user to see only own task not the other user's tasks It is very basic but i dont understand i can not find this feature everybody in my users can see other my user's tasks which are not related directly. Help me out.I really can not understand this Zoho projects do not support this????...Is it possible to generate customized fields for tasks or Milestones
Is it possible to generate customized fields for tasks or Milestones? I need to add either additional information that does not need to be provided a search function, thus filtered. An example is a piece of information regarding how the task will be monitored ( indicator). The other field would be possible to search using the filter function, the field would have a drop down and the option to select one or more fields ( labels) to a task. an example is the name of the donor supporting the task (filter interval duodate filter
Hi.. why some users have the option Customdate in the filters... my portal dont have the option... it´s so importan to me the option to filter the date to start and to end becouse the reports and task need the filter to show results directly in the portal.Add additional Time Range filter options in My Tasks and My Timesheets
Currently, you have a limited set of filters for timesheets and tasks. These are shown Overdue, Last Month, Last Week,Today, Tomorrow, Next 7 Days I suggest one of the following 1) Custom Date Range - where we can specify start date and end date OR More symmetrical and expanded past, present and future Past - Last 7 days, Last week, Last 30 days, Last Month, Last 90 days, Last Quarter, Last Year Current - This Week, Next 7 days, This Month, Next 30 days, This Quarter, Next 90 days, This Year FutureDate format import
Hello, When i import tasks using excel some dates does not convert they appear blank some dates in the same file convert well, but for example dates on december does not why does it happen?Please help, Allocated disk space full. Contact our support to resolve it.
Hi everyone, did anyone have the same problem? I have no idea how to check how many % spaces I used, and also I delete over 100 PDF files, but it still pop-up this message, please help.Project template in Gantt Chart
Hi, I just wonder if we can edit the dependency of a project template in Gantt Chart. Posetting only task duration and predecessor,
I would like to set only task duration and predecessor, without start and stop dates. How do I do that?Can I have a specific task triggered by another task?
What I am looking to do is more of an assembly line here. Where if I have employee "x" who completes a certain task, it triggers a task for employee "y" to do. Sort of like an assembly line. Is this possible?If I want to see the total time logged daily by everyone across all projects?
How do I do that? Please help.Looking for a consultant who can guide us in using Zoho Projects
We, at Camomile Healthcare Ventures, Kilpauk, Chennai, are looking for a consultant to handhold our team in evaluating and using zoho projects. Those interested, please get in touch with me - Devendran, 9841025764. devendran@camomilehealthcare.comTime tracking alert for time threshold in projects?
I'm new to ZOHO, just using the trial for projects right now, but wondered if anyone has experience with time tracking in Zoho Projects. Here is what we're looking for: We are a virtual assistance company — clients subscribe (a block of hours/month), and the hours do not rollover. We have mutliple staff logging time for each client (weekly/daily), so we're searching for a way to be notified when the time threshold is nearing. We're assuming each client would be a project, in this case. Example: ClientTip #22 : Reusing 'Available Fields' in Layouts
Tasks are the fundamental blocks which build your project. Creating similar set of tasks every time you add a new project might chow down your productive time. Our customizable task layout feature lets you cut short such recursive activities by reusing the already used fields. Let's gain a better insight by considering Liz's business operations. Liz owns an interior design company. She gets a new order to remodel a play school. Liz creates a new task under the 'Play school remodel' project and assignswhy are my zoho projects not synching with zoho books?
activated integration projects and tasks don't sync neither wayPersistant 2-Factor Authentication
I am connecting to Zoho using Google / Chrome Browser. Zoho requires 2-Factor Authentication for security, which is good. The login screen says 2FA will not be required again on this browser / machine for another 180 days. But using the Chrome browser, 2FA must be used EVERY time I log in (annoying). Internet Explorer does not behave this way. It remembers the 2FA from before. Does anyone know how to enable this to work on Chrome? I looked in settings and did not see anything obvious. Our IT TechContacts within Projects
wondering is client information like Client Name, Contacts, Address, Email, Phone is listed or stored somewhere / somehow on Projects. as our "projects" are for clients. Something similar to Harvest. Thank you!Difficulty with Zoho Projects and Hours
Hello, I am brand new to Zoho Projects and evaluating to see if a fit for my company. We deal in Projects that have many small Tasks that are completed within minutes or hours. Due to the amount of detail of each Project and the number of Projects we engage in at one time, using Templates is absolutely necessary otherwise the time to manually setup a Project and its details would outweigh any efficiency gain benefit from using this application in the first place. Projects for us act as a to-doAuto Calculation in Projects
Hi There, I am new to Zoho Projects and am currently setting up project templates. My query is: I would like to set a start date and an end date to a project with the task dates automatically calculated between. Is this possible? Our projects can quite often have start/end dates altered and I would like the tasks to automatically re-calculate to the new dates. Thank you.Invoices & Expenses API Zoho Projects
Hi, I want to fetch the invoices and expenses for a given project via API but I'm unable to find any documentation on how to perform this. Is it possible to do it, or doesn't Zoho projects support this feature? Thanks in advance.Reporting on tasks and bugs
Does anyone have a way to produce a report that shows all tasks and their associated bugs in one report view?zoho projects
I am interested in using ZoHo Projects. I created a portal yesterday but was not offered a trial option with some of the paid features? Is it possible to get a trial? ThanksCreating tasks without an owner
It'd be very useful to have the additional two options available for task ownership, when creating a new task: 1: The option to set a 'default owner' for all tasks. Especially useful for small business where all/the majority of tasks are for one person 2: The option to set the 'owner' as a required field when creating a task. This saves there being unassigned tasks. Currently, it's too easy to create a task that doesn't have an owner, and it's those tasks that can easily get lost, so a way to forceIs anyone using Zoho Projects Timer?
Two features that I need in order to use the timer are 1) Ability to change field values before the timer saves the record * Fields like Notes, Billable and even Task and Project 2) Have start and end time fields filled in when timer is stopped. * Currently it records the total time in the hours field and the Notes field shows from and to time. I am curious if anyone uses the timer and if not what else do you use? Regards, GlennAPI Add Time Log From/To times can not be added
According to the docs we can only add the hours and not the from and to time. https://www.zoho.com/projects/help/rest-api/log-time.html#alink2 I see the fields are called start_time and end_time from when I get All Time Logs where those values were entered manually. Unfortunately, when I tried to add them as parameters they were just ignored. Is this just an oversight or planned in the near future? Regards, GlennAsk the Experts: 5-hour knowledge exchange marathon on 'Task Custom Fields' in Zoho Projects forums.
Hey folks! The Zoho Projects Community is launching 'Ask the Experts' on Nov 9, 2017. The Ask the Experts initiative focuses on issues that frequent the support desk and hence demand expert advice. We'll be kickstarting the session around 'Task Custom Fields' as it has invited many a query on the forums. This platform brings together product experts, the Zoho partners and other techies to be at your disposal for five full hours as you seek expert guidance. Go ahead and begin posting them as commentsCreate Project Automatically??
I'm a new user and I've been tasked with creating automated workflows. I have Z-One and am using Projects to make my task lists. Here's what I need: Someone completes a webform on site (either using our native Zoho forms, or Gravity Forms on site) and it creates a new project based on their First & Last Name, and then triggers the "INTAKE" milestone, including all the associated tasks and subtasks. This way, my intake department can see their dashboard update with new projects (clients) and the associatedAttachments like in CRM
I like the Attachments feature in Zoho CRM on the left side of the screen in Related Lists. I use it to add URLs/links to Contacts, Leads, Accounts, Cases, etc. I find it very very useful. In Projects I don't find a similar feature. I see where I can attach docs, but am forced to add it to a folder for docs, spreadsheets, pdfs, etc. I don't understand why it is designed this way. It seems clunky and arbitrary. It also seems inconsistent with the other apps. Can anyone enlighten me??Difference between Zoho Projects and Zoho Bugtracker
Hi, Just looking through the Zoho One suite and saw the option for Zoho Projects and Zoho Bugtracker. After inspection they look almost identical, could someone please explain if there is any difference as we wish to make sure we are managing our applications correctly. Thank you again for having a look.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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