Is there a way to create reoccuring tasks in Zoho?
I have some tasks that occur weekly or monthly at the same day and time and was looking for a way to set this up.Zoho task approaching due date notification on Cliq.
Hello, Currently is possible to set reminders on each task to send an email to the task owner on x days before the due date. I'd like to propose a configuration that you can set in a way that sends cliq messages to the task owner when the due date of an task is approaching (like 3, 5, 7 days before, it's supposed to be configurable). Would be nice to have this kind of notification. I've integrated my Projects with Cliq Extension and it does not have this function (as far as I know) Does somebodyMethods to assign a follower to a task automatically? API?
Hi Zoho Team + Community, We developed a method to use Zoho's Project API to create tickets in to our ticketing system automatically, it's been a great achievement for us! The only issue we have is that it centers around the API account being a "follower" to a the task, Is there a way to have an automatic follower set for all current and new tasks to have a pre-set follower? We experimented with following a Tasklist and new tasks under that Tasklist do not seem to work. Any option would be very helpful.How do you change a primary client of a project using API?
How do you change a primary client of a project using API or deluge?Power of Automation - Automate the creation of tickets in Zoho Desk when an issue in created in Zoho Projects
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 andSetting Kanban as default Task view
For some of our projects we use the classic view and everything is fine. For other projects we only use the Kanban view. Is there a way to set the Kanban as the default task view for a project? Just the extra click to change view gets annoying all day long, plus it can confuse people viewing the project who don't know the project is laid out specifically to use the kanban view.Is there a way to edit Zoho Project sidebar navigation buttons?
Hello. Is there a way to edit Zoho Project sidebar navigation buttons? I need to hide/show different button for my client user. To make his workflow easier and no so confusing at the first timeProject or ToDo?
Mostly title. Would like to hear from solo users. Do you use Project or ToDo for personal tasks? I assume in this community the former, but curious as to pros and cons Project seems overkill, but much more powerful and flexibleError code 6831 : "Input Parameter Missing" when trying to PUT via Invoke
I'm creating some custom script in Zoho Flow to associate the Zoho Projects Client Company. I've got the find piece of the code working but I want to update the found record with the CRM ID Here is my code string ZP_getClientID(string varClientName, stringTrigger Final Actions After Parallel Transition Is Complete
Hi There, We've been taking full advantage of the parallel transitions feature released last year. For things like design approval it's been an incredibly helpful feature to be able to have multiple people each review and sign-off on something at theHelp ! Custom Function : Searching Client Company
I'm trying to run a custom function in Zoho Flow that looks up a Client Company using the Client Name. I want it to return only the matching record or an error; at the moment it's defaulting to the first reponse (I think) Can someone help tweak this functionCustomer Service is great but regarding ZOHO One and ZOHO Projects, PLEASE STREAMLINE ALL YOUR PRODUCTS AND SERVICES!!!
Howdy, Boys and Gals, First, I have spent the last six months going back and forth, back and forth between all the different products, services, and customer service. CLEAN IT UP! Explain Zoho "Accounts" better! Now, with ZOHO Projects 8.0, I am learninghow can i completely turn off email notifications?
i would like to turn off all the email notifications. is it possible? thanks janA way to force the task status transition to multiple assignees
We would like to have a way to force the approval of multiple users for a task status change. Right now we have to create a chain of blueprint transitions where the "After" rule does assign the task to all of the necessary users in turn. This is not anCan you add an existing task template to a project?
I have created multiple task templates. I am trying to go into specific projects and a task template all at once instead of having to add each task manually. Is this possible?Make Task Blueprint Transition Buttons Larger/Responsive
Hi There, we use task blueprints extensively. We try to be descriptive in our transition names and it is frustrating that the names are cut off when displayed in the task as it appears there is plenty of room on the screen. Is it possible to make theUnable to delete tasklist
Within a project i've created a task list in error. How do i delete this. The mousover settings only gives me "Chart View" and nothing else. Is this a permissions issue from the owner of the project ? To be clear, i created a task list now i can't delete it. ThanksTaking Comment Timestamp and adding to a custom date field
We are using Zoho Projects, including the comments field extensively, and I have had a request from one of our PMs as follows: They would like to be able to sort projects in their project list view, by 'latest comment'. i.e. they would like to see thePower of Automation:: Automatically associate the Timesheet layout upon Project custom field update.
Hello Everyone, We received a specific requirement from one of our customers and decided to share it here so that others with similar needs can benefit from it. Requirement On a specific custom field update done in the Projects module, the user wantedReferencing task in comments with # stop working
Hello, from couple days linking tasks in comments with # and task ID stop working. Before issue appear #AA-T123 was replaced with link to task. Now it is just a text. Issue we are observing is not project specific.Building extensions #6: Custom user interfaces with Widgets
Welcome to our post on Widgets for Zoho Projects! In our last post, we explored the significance of the connections feature, showed how to use it, and provided an example use case. In this article, we'll look at the importance of widgets, another featureProjects viewable by all users ?
Our company doesn't have projects that need to be hidden from users, however unless we assign those users to a project they can not see it. Example The finance people need to see how far the project is progressing, the customer support need to see whatHow to find Zoho Project client ID using client name of CRM client ID using API or Deluge
I have the client name but I'm not sure how to get the client ID in Zoho Projects using the client name or the CRM ID. This can be done via API or delugeCannot get the Delete client from project API to work
I'm using postman but getting "input parameter missing". What am I doing wrong?Can bugs be changed to tasks?
Sometimes bugs posted will be Change Request (CR). Is there way to convert the posted bugs into Task in the Task list? If not, this is the useful feature, please provide at the earliest. Thanks, AnandFilter in progress tasks where starting date is after {today}
Hello, is it possible to create a custom view which filters all in progress tasks assign to an user where starting date is after {today}? Thank youZoho Projects as part of Zoho CRM Plus - function to create new project when Deal status changes
Hi there, This is my first post on this forum so bear with me :-). I have created a Function to create a new project in Zoho Projects that I will associate to workflow automation to trigger this function when a deal stage changes. Being new to DelugeIs it possible to share a calendar only with Project's milestones?
Hello. I want to see a calendar that includes only Zoho Project's milestones, not tasks. I know I can filter that within Projects, in fact I already have that. But I would like to have that kind of filtered calendar externally. My users have Zoho CalendarCan you customize additional task information
Hello. In Projects, each task has a field section that can be customized, and then a horizontal tab strip for additional task details. My question: can this tab list be customized? For example, I don't use the forum module in any project; however, theHow do I turn off the time
I want all our timesheet entries to be manually entered and remove the Timer option altogether. When I go to toggle it off, it give me a warning that "Tasks and Issues have running timers. Click here to see them... " etc. However, when I click on thatZoho Projects API - wrong scope error with retrieving client associated projects
I'm trying to load client associated projects via REST API, but I'm getting "Invalid OAuth scope" error when running GET call: /restapi/portal/[PORTALID]/clients/[CLIENT USER ID]/projects Documentation: https://www.zoho.com/projects/help/rest-api/users-api.html#alink16Power of Automation :: Automatic email to task owners when the Project status is completed
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 andWork agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classicProject Templates Possible?
Used to be easy to turn projects into templates when I checked this out a couple of years ago. The new interface is nice, but I can't see how to make templates anymore. When I set up a project it asks if I want to use a template, so I made a project I'dDefault start date on tasks
Often when I'm creating a task I want to add only the end date and I find it annoying that the start date doesn't automatically default to today's date. Most of my tasks are being assigned today, so they should just start by default on today and not require that I have to fill in that field every time. Anyway, I would love this update.Project Statuses
Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get themDon't preset the Milestone owner in the template
We use milestones within our schedules on zoho projects as Key MUST DO tasks and they are always for someone different. The templates only allow you to set this for someone specific meaning that the project owner always has to go through and change these when setting a new project up. This is quite a time killer and I suggest that the Milestone owner is set as part of the set up when the owner is selected from the list.Power of Automation :: Automatically associate the team upon project creation.
A Custom function is a user-written set of code to achieve a specific requirement. We should create a connection with required scopes. Then, set up work flow rules criteria and associate a custom function to that workflow rule. Requirement: One of ourIssue Adding New Task List Via API
One of the required parameters for a new task list is Milestone ID. I can easily look up any existing milestone and pass its ID through the add task list method. However, I want to create new task lists under the "None" milestone (default value when creating a new task list manually), but I cannot find a way to retrieve the associated Milestone ID for "None". This can be found indirectly if you already have a task list with "None" as the related milestone, then return a list of task lists forCant create task using API call
Im unable to create a task. It appears that the API needs TaskListId, but Im not sure where this comes from. Is it something I need to generate separately? <form method="post" action="https://projects.zoho.com/portal/lolsocialmedia/api/private/xml/task/add?apikey=xxxx&ticket=xxxx"> Project Id<input type="text" name="projId" value="f59d9d345b0d54b3ddf10843d0bb5939583c566f3625e7d9"> Owner<input type="text" name="personresponsible" value="0c9f4bc02ccca5ba">(loginid/userid) TaskListId<input type="text"Next 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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