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.Offline Usage
Do you have plans to explore options to use Zoho Project offline. I love it, but it presents issues that I cannot take my tasks with me when I am not connected to the internet on the road. I understand having all the documents and such available might not be possbile, but surely the tasks and milestones could be. I am thinking something with Google Gears. Please let me know. David SarnowskiProjects offline access update
Chaps, Can you provide an update on plans to provide offline access for Projects? The latest request I found for this appears to go back to June 2009. Thanks.Multiple Owners and Users of Tasks
There must be a way to choose more than one owner or user of the Tasks, Task Lists, Milestones, etc - on a team, sometimes more than one person is responsible. In the drop down list - you shuld be able to select more than one item/person. Besides "Owner" , we should have the ability to "assign" tasks to others, but not just 1 or just all or just none - should be able to choose. Thank you! BScheduling Tasks in Relation to Project End Date
I use Zoho project to help manage tasks that relate to a number of specific business events that take place. I would like to be able to have my project end date be the date of the event and then work "back" from that date to say... Add a task 2 weeks before the project end date to remind me to XYZ. Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?Cost per Hour for Users
Are there plans to bring user costing into Zoho Projects and then be able to integrate with Zoho Books. The feature is a great recent add to Zoho Books but can't be used in conjunction with Zoho Projects as is currently structured.Close a task from Gantt view?
Is there any way to change a task's status directly from the Gantt view? ie without having to open the full details of the task It would save a lot of time if this could be done, eg added to the right-click menu or presented as an option when double-clickingManage Followers
Hello Zoho team, It will be very nice if the Followers can be added/removed in a similar fashion as you can add/remove Owners in tasks. Right now it is hard because you have to open task by task, which it is too much work and very inefficient for the Project Manager. Also it is very inconvenient the fact that you have no way to remove a follower from a task....New project layout with new section and custom fields but fields invisible
Hi, I created a new layout, with section "case details" and custom fields in it. The section is visible but fields under it is not. See below. The design is like below: What could be possible reason? Thanks.Sync Zoho Projects Calendar
Hi there it looks like export of a Zoho Projects Calendar as ICS/Gcal file does not include events anymore. If I download the ICS file from Calendar -> Sync with Other Calendars -> Icalendar -> Download I can't find anything except tasks. it used to beHow to create master and sub-projects relationship
Hi all, Would it possible to create master and sub projects on Zoho Projects? As we are operating in many countries and each country also has many projects running parallel. And each projects also has resource and/or schedule dependency between each others. Here is the structure we are looking for; Master Project Singapore SG-Project 1 SG-Project 2 Malaysia MY-Project 1 MY-Project 2 Thailand TH-Project 1 TH-Project 2Master and Sub Projects creation
Hi team, I am looking to create a mast project and sub projects under it. Does Zoho projects support such heirarchy? Example: Master Project (ABC) XYZ (Sub Project) Project 1 Task1 Task2 Project 2 Task1 Task2 MNO (Sub Project) Project 1 Task1 Task2 ProjectIs it possible to export only the latest comment from a task?
Hi team, I was working in zoho projects but during export I want to only export the latest comment from the task is it possible?Manage Documents with SharePoint Extension in Zoho Projects
SharePoint is a digital platform to store and manage your documents. Multiple users can work on the same document simultaneously, which enhances your team's productivity. By installing the extension in Zoho Projects, users can access the documents seamlesslySub-projects
Hi, Can we create a sub-project. Client1 1. project1 1.1 sub-project1 1.2 sub-project2 2. project2 2.1 sub-project1 2.2 sub-project2Is there any way to trigger an automation workflow when a task comment edited
Hello, Does anyone know any way to trigger an automation workflow when a task comment is edited? Regards, David AfolabiAdd ability to trigger task automation when a task comment is edited or deleted
Hello, I see that there is currently the ability to trigger task automation when a comment is added to a task. However, we have a use case in which we would like to trigger automation when the comment is edited or deleted. This will enable us to updateUnable to remove task layout
Hello, We had a task layout setup in Zoho Projects for testing, but when I wanted to it from projects, I kept getting the error that the layout cannot be deleted not because there is a Project associated with the layout. See the error screenshot below.Looping through all Tasks and creating Comments
Hello, I am looking to create a Scheduled Function to run weekly to create a comment based on the value of a custom field on the Task object. Deluge in Projects is needlessly complex however and I cannot figure out a good way to loop through all TasksNext Page
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Equipping our customers with smart project management techniques to navigate together in an ever evolving industry is our top priority. In that context, we’ve brought in a new addition to our learning materials- Ebooks. Ebooks help you learn on the goPower of Automation: Seamless Task and Issue Id Prefix Alignment with Project Prefix Id.
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:-File uploading enhancement - Zoho Projects iOS app update
Hello, everyone! In the most recent Zoho Projects iOS app update, we have made an enhancement with uploading the files on the app. You can now initiate a file upload and switch screens or apps. Once the app is reopened, the file upload will be automaticallyTime Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepEnhanced 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 grouped
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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 addProjects 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.Update Task API Limit Issue
I am running into issues with the API limit for update task in Zoho Projects. In a typical Project, we have 120-130 Tasks and I would like a field change made to the Project to propagate down to all Tasks that belong to the Project. (In this case "Territory).Projects and google maps
Is there a way to integrate google maps in zoho projects? I would like to show a map of a custom field address within the project. So that we can view that address within the project. Also even a better step would be to be able to create custom my maps
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Time Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepEnhanced 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).
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