Blueprints in a project template
Hello, I created plans for a project template. I associated those plans to that template so that every time someone uses the template for a new project they are applied immediately, but when I create a new project based on the template, the plans areThumbnail and In-App Document Previewer - Projects
Hello Zoho Projects Users! In the most recent iOS update(v3.7.12) of the Zoho Projects mobile app, we have included support for the 'Thumbnail and In-App Document Previewer'. With this enhancement, you can now conveniently view thumbnails and previewZoho Projects and Email Integration
Like Basecamp, is there a way in Zoho Projects to integrate email communication into the project? A lot of our collaboration and communication happens on emails, especially with clients. If there is a way to forward this for archival, storage and search into specific projects it will be very useful.Hotel management software
Hi, I am looking for a hotel management software for my small business. i have come across your pre-built application and was wanting to know more about it.Anyone use Zoho Projects for goals setting?
My manager is looking to reduce the number of tools he has to use to see everyone's scope of work. He's wondering if anyone has used Zoho Projects to track individual performance goals? I set up a 2024 Goals project with each person as a Milestone, andTimesheet entries not showing for archived projects
Not sure if this is a bug or feature, but when we archive a project the timesheet entries no longer show. We like to keep our active projects list short so this is kind of annoying when viewing timesheets and a lot of the time logged doesn't show.Create Web Tab for Zoho Tables?
Is this possible? I tried just copying the permalink to my Zoho Tables Base. But, that doesn't work.how to update comment through api?
On http://www.zoho.com/projects/developers/forums-api.html there is no description of method to update comment. Is it possible to update comment and there is missing documentation on that page or there is no such functionality in API?Zoho freezes in any broswer
Has anyone experience an issue with Zoho freezing the browser (IE, Chrome, Firefox) because of a script running? in IE I get the option to stop the script, but it just freezes again and I am not able to do anything. We are evaluating the product at the moment, so resolving this is curtail. Thank youUsing Self Client to Use Projects API
I registered self-client in the app registration. However, I saw in the steps to request authorization that I need a redirect_uri. Using self client, I don't have a request_uri. Is there a way to use self client and use projects API? Based on my research,Collaborate Visually with Whiteboard in Zoho Projects
Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivityAbility to see Events in Resource Utilization charts
Events don't show up in Resource Utilization charts, such as Reports and Gantt Charts, Resource Utilization. So when scheduling resources, if someone is scheduled for an event it doesn't show up so it appears they are available when they are not. I think Events should show up on Resource Utilization, same as they do on Calendar.Clients View of Project
Hello, I am trying to add an external Client to the project and give them view of all the tasks associated to it. Right now when they log in they dont see any tasks in the project but I have alot of tasks in there. Am I doing something wrong?Addition of T-Day to Project Templates
It should be possible to set a project template to start at an undetermined date, "T Day". All tasks would be relative to T Day and the dependant tasks. For example: #1 Planning Meeting - T Day #2 Prepare plan from planning meeting notes - T Day #3 Prepare project plan - T Day + 1 #4 Review project plan draft - T Day + 2 #5 Send project plan to client - T Day + 2 Such a feature would make project templates much more flexible and usable. Currently the dates are all fixed upon entry. When the templateHow does the currency field work?
I have this layout on Zoho Projects where i created a Flow to populate some fields from my CRM into the project. All fields are working great, but i encountered some difficuties with the Currency field... It apparently autoformats values inputed, so ifHow can I add a Client User without inviting them to our Portal?
I would like to add a Client User within Zoho Projects for the purpose of assigning tasks to them as part of a project. I'm developing a custom portal using Zoho Creator so I don't need/want to use the standard Zoho Projects Portal. I don't want to confusePower of Automation :: Auto update the task status according to the start date using Schedule Function
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 automatebulk task edit many at once
the bulk update on tasks is great, click a few tasks, and then change a status or owner on it etc. the thing we are noticing is that we need to change 3 or 4 things on the tasks. to do this, we have to select the tasks, and change one thing, then it saves, then select the tasks again, and change the 2nd thing, and then it saves.. etc would it be possible to queue the changes, so we can select the group of tasks, then change 3 or 4 things on the task (status, owner, custom drop downs etc) and whenChanging the close date of tasks
If I'm inputting a project which has already started for completeness, how do I modify the actual close date of a task to reflect the date it actually closed. That is, when I close the tasks now it stamps it with the current date. Is there a way to override or modify the acutual close date of the project task. molligdj_udelRemove documents tab from Task
I have set up the project dashboard to not show the documents link, because we are not storing files on Zoho. However, the documents tab still shows up within a task detail page. Can I remove this tab? It's causing confusion for my team.How to Reorder Task Lists
Zoho support team, I know how to reorder tasks within a list but I would like to know how to reorder the task lists themselves. Any information provided would be of great assistance. Regards, JohnEdit Documents from Within Tasks
Hello, I have attached a Zoho Sheet in one of my tasks. Can my co-workers edit this document by clicking on the file in the Task view (instead of going to Documents module)?Building extensions #7: Create custom widgets for a simplified end-user experience
Discover the benefits of using widgets! We explored the significance of widgets, prerequisites, and the availability of JS SDK methods as part of our previous post. In this post, let's go over a detailed example of using widgets along with certain ZohoPower of Automation :: Create recurring Projects using Schedule Function.
Hello Everyone, 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. Today, I wouldGANTT VIEW DURATIONS: Milestone, task list, task and subtasks
In the GANTT view, the durations are not automatically showing for the milestone, task lists, or tasks even though the child sub tasks have durations and have been set as successors. How do I get the durations to automatically show, without manually includingHow to view closed tasks?
Yesterday I was working on a task in Zoho Projects - I finished the task so I clicked on it and selected “mark as complete”. The task then disappeared from the task list. However - now my client asked me to go back and do more work on that task. So I want to reopen it but can’t find it. It was not part of a Milestone or Task List. It was in the default “General” list. If I search for a keyword in the search box at the top of the page - it finds it - but I was wondering if there was a better way toUser access to folders within a project
Any way to restrict user access to specific folders of documents or must I create a new project to do so? Thanks.Introducing Projects 8.0 - Focusing on Ease-of-Use and New Features
Hello everyone! It's time for the reveal of the 8th version of Zoho Projects! This year our focus has been on minimizing the learning curve and improving the ease-of-use of the tool, so anyone new to Projects can hit the ground running and existing usersZoho Project Document Management
Where in the world does one go about managing all the the documents within Zoho Projects? I have been using Zoho Projects for about a year now. 45 projects later (some archived and some active) I now have a lot of documents that need clearing up. Because Zoho Projects is a beautiful piece of software, you would think finding the place to see the amount of storage used and mass delete files would be as easy to find and use as everything else in Zoho Projects. Is this not the case managing the adminWeekly time log view
The Weekly Time Log view is pretty nice. My users really like it when I show it to them. They like being able to pin ongoing tasks. Anyway, it's sort of hard to find. It is grouped with the Add Time Log button as a pull down. In my opinion, it shouldFour types of task dependencies
"Nothing is particularly hard if you divide it into small jobs." - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arisePower of Automation :: Automatic removal of project users once the project status is changed.
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 andPercent Complete Shortcut
Can you add options to edit Percent Complete from the Gantt view? I have two ideas: Edit from the RMB context menu Make it editable from the Predecessor/Successor dialog boxHelp - disassociating a project from a client company
I mistakenly associated a project to two companies and I just can't get rid of one of them. I've tried : removing via CRM interface removing via Zoho Projects > Settings > Manage Users > Client Users and ensuring that the project is unticked in All Projects/WorkingTimelogs are inconsistent
We have team members charging time through Zoho Projects and once submitted the timelogs show up on the calendar but not the list view - as if the information disappears. We have found that in the Old Version that time is missing as if not submitted.Zoho Projects New Template
Is it possible to revert back to the original Zoho Projects dashboard? This new version is extremely confusing, not as clean, and not as easy to use. The Kanban and Gantt views aren't as helpful either I don't know who thought this was a good idea becauseCan I limit a client users access to specific milestones, task lists, documents, forums?
I am wanting to be able to restrict different client users to specific parts of our projects. For most areas we can flag the area as either internal or external, which is great when we have tasks and forums that the client doesn't need to see. On occasionsBug/Issue Tracker resolution HTML editor
I'd like the resolution text box to be HTML based so I can add numbered lists.Importing Tasks : Where is the flexible work hours field ?
I need to be able to import a years worth of flexible hours for our part time workers, but I can't find what field to import to. When I do an export, there is nothing that signifies Standard/Flexible and whenever I import it automatically sets it to Standard...Power of Automation :: Streamline notification on Zoho Cliq channel on project creation.
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. One of ourNext Page
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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 automatePower 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:-Users module revamp - Zoho Projects Android app update
Hello everyone! We are excited to announce the revamp of the Users module on the Zoho Project Android app. Here are some of the new features and updates: 1. Sheet view on the Users module You can now access the essential user information at a glance,Tip 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 enable
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Power 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:-Move Tasks outside of Task Lists
Hello, I am new to Zoho Projects so learnign its features. I created a Task List with Tasks and Subtasks within that Task List. Using Standard project>IT Support project Questions for the groups: 1. Is there a way to have Tasks reside separately to/outsideImporting Project template from another organisation
Hi, For one organisation I need to copy a Project template I built for another organisation. The current template uses about 20 fields for the project details, a list of about 50 tasks, and a set of 4 tabs. There are 2 automations also linked to new projectscustom_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 encodeZoho Project - Report showing 24h avability
Hello, I'm trying to standardize how our projects works and working with defining the workload but some some reason all of my staff seems to be available 24/7 and i absolutely can't find the option to change this. Where would that option be?
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Tip 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 labelledProject Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
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