Assign project owner to specific tasks on project template

Assign project owner to specific tasks on project template

Hi all

I managed to create a project template and wonder if there is a way to assign tasks in a way that depending on who starts a new project using this template, specific task would automatically assigned to the creator of the nwe project.

Thank you.
    • Sticky Posts

    • Tip: How to print the Gantt View

      Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
    • Project Management via Emails in Zoho Projects

      We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
    • Four 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 arise
    • Task and Project numbering

      Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
    • Task Inline Editing Enhancement

      Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.

    Nederlandse Hulpbronnen


      • Recent Topics

      • No Teamspace found in CRM Sandbox

        I created a new Sandbox and selected a custom Module I have admin role but still when I open the sandbox I get this, how can I resolve this
      • How do I create a time field?

        I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field
      • MS Teams Meeting to Zoho CRM

        Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just
      • Run automation on quiz completion

        Hello, We're exploring Zoho Learn as a possible solution to creating some training courses to external users on our system. We'd like to run a workflow/ integration to Zoho CRM when a course is completed. Is this possible?
      • MArking as NOT SPAM

        I have just been checkign my SPAM folder and it seems that markign mails as NOT SPAM makes them disappear. I cannot find them in my mailbox with a search.
      • Data Import validations

        Hi, I currently have a CSV file download from a 3rd party SFTP server prior to performing the data transform. When we don't have any transactional data, a file is still uploaded by the 3rd party to the server, but it is blank. This causes the transform
      • Custom Extension, create a trigger button in custom module to launch the app, or any workaround

        Hello Have created a custom extension , publish as private, all working But I'm facing an issue For my test I create a button in accounts or Contacts module to launch the app. But how I can handle to create same button in a custom module (not created
      • New Customization options in the module builder: Quick Create and Detail view

        Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
      • How to abort a report email schedule if query is empty?

        I am needing a way to create scheduled condition alerts when certain criteria exist in our Zoho Reports databases. I don't want to send a report/alert email if the query/condition is nonexistent/empty. How would I do that with the Zoho Reports Scheduling feature?
      • Can External users upload files or images to WorkDrive?

        I want to know if it is possible for someone externally through a link and PW be able to upload files and images onto WorkDrive?
      • Zoho Creator HTML Page

        Hello Team, I have a query related to the HTML page I created in Zoho Creator. I would like to apply some filters on this page without passing them through URL parameters. Could someone please guide me on how this can be achieved? Thanks & Regards, Piyush
      • Pin multiple columns and adjust column widths in CRM subforms

        Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's
      • Knowledge base articles is now available in the Zoho Desk mobile app!

        Hello all,   As a customer service agent, every day you might have to deal with many questions and issues reported by the users. With Knowledge Base, you can reduce the issue resolution life cycle for your organization.   We are delighted to announce that we have brought in support for 'Knowledge Base articles' in the Zoho Desk iOS mobile app.  This feature is already available for Android users.   KB articles are available to iOS users in the latest version of the app (v2.4.9). You can update the
      • Tables for Europe Datacenter customers?

        It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
      • Payroll in Saudi Arabia

        Zoho is a popular software platform that offers a wide range of business solutions, from customer relationship management to finance and accounting tools. However, one major drawback for businesses operating in Saudi Arabia is the lack of a payroll feature
      • Exploring the Red Robin Food Menu — Need Your Favorites!

        Hi everyone, I’m diving into the Red Robin food menu lately and it’s honestly overwhelming (in a good way!) with all the choices — from gourmet burgers to bottomless sides and seasonal treats. 🍔🍟 Since this is such a helpful community (and after checking
      • Open a popup window from inside Record A and stay on the record after saving Record B

        Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following
      • Zoho CRM API, Python SDK v7 Quoted_Items

        Hello. How do I use this SDK to retrieve the Quoted_Items from a Quote and downstream the items in a Sales Order I can see references to a constant INVENTORY_MODULES_ITEMS = ["invoiced_items", "quoted_items", "purchase_items", "ordered_items"] But I cannot
      • Assign default Location + warehouse to Customer / Vendor

        Hello there. With the introduction of Locations I'm having to enter the warehouse for every single transaction which is getting really tiring and causes errors (easy to fix, but still). Does anybody know if there's a way to assign a default Location and
      • Introducing Assemblies and Kits in Zoho Inventory

        Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
      • Can I add Conditional merge tags on my Templates?

        Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
      • What is the Use Case for Business Messaging when Live Chat already exists?

        Hi I'm excited about the new announcement for Business Messaging in Zoho Desk. However I'm unclear the use case for Business Messaging when Live Chat already exists? Is Business Messaging essentially a new version of Live Chat but built for use in the
      • Edit Pinned Comments in Zoho Desk

        It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.
      • Introducing the 'Send as Email' option on the Zoho Desk iOS mobile app

        Hello everyone! In the latest version(v2.10.2) of the Zoho Desk iOS app, we have brought in support for the 'Send as Email' option while creating a ticket. This feature enables you to reach out to the customers by sending outbound emails. The emails are
      • Document data extraction and import into CRM.

        I've been trying to solve this for a while and I can't come up with a workable solution: In our business, we utilize many subcontractors around the world (without Zoho user accounts) to produce reports and client sites which they then submit back to us
      • Modular cannot Edit in portals

        I have a custom module in CRM. If I create in either CRM or portals, I can edit it in the CRM but I can't edit in the portal. Even if it is created in the portal it wont edit. Anyone know why? I've created a new module and it works fine but this one
      • Account Site

        Hello, I would like to know what exactly do you mean with the field "Acount Site" in the account module.  Thanks for your help.
      • Zoho CRM and Books Integration

        Evening, I have started the integration with FSM from CRM and having difficulties with the mapping. In CRM we use "Unit Price" as our cost price and mark this up on a subform to create a "Sell Price" this markup can be different on each quote depending
      • Plug Sample #13: Display CRM Products as Dynamic Carousels in Your Chatbot

        Hi everyone! We’re back with another simple yet powerful plug to level up your chatbot experience. With the SalesIQ-CRM integration, you already have the ability to create leads, contacts, and deals directly within your CRM from SalesIQ, and view complete
      • Como puedo mover un prospecto "Cliente" de modulo

        Tengo un modulo llamado Seguimiento de Ventaa y otro llamado Cierre de Venta. Que cuando se marca como venta efectiva o venta no efectiva, pase a Cierre de Venta, Esto sin duplicarlo "Que esten en ambos modulos" ,Como esta en una base de datos "Excel"
      • Zoho Books not working/loading

        Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!
      • Introducing ICR in Zoho CRM: Transform your printed text into digital data

        From writing on papyrus in the ancient times to creating a humble record in your CRM, the world may have evolved with how it used to record data, but data entry as such has not been simplified. It is still a repetitive and arduous chore on which businesses
      • Max limit reached on Web Tabs for Zoho Projects

        Hello, ByWater manages between 50-60 projects at a time, and we have been heavily utilizing the Web Tab feature. However, we just hit our maximum limit reached for web tabs. The main thing we use Web Tabs for is sharing a Google document with our partners
      • Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

        Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.
      • Article Update Event

        I'm trying to configure a webhook to fire when an article is updated or added. These are listed as available events in the documentation. However, in the webhook creation/editing screen, articles are not listed as a module when setting the event: Am I
      • Kaizen #187 - Building a Timer and Worklog Widget (Part 1)

        Howdy Tech Wizards! Welcome back to a fresh week of Kaizen! This time, we are diving into a two-part series where you will learn how to build a Timer and Worklog Widget for Zoho CRM. This widget helps track active work time and log multitasking sessions
      • Task Permissions

        Is there anyway to have some tasks restricted to view just by the owner or creator?
      • Zoho CRM Forecast - Exclude certain Deals

        We have our forecast and we use it for team forecast/targets/attainment. It works great for that. However, occassionally we have to offer Deals that are non-revenue generating, but are tracked in our CRM. They still have revenue tied to them, but our
      • Kaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows

        Hello all! Welcome back to another interesting Kaizen post. Today, we will discuss how to add automatically or remove values from a picklist field using Deluge within a workflow. This post serves as a solution for the forum post. Use case The sales team
      • What is VoC "Unique count", counting?

        Using the "Response based sentiment analysis" dashboard, here is our VoC "Overall Count by Sentiment" VoC uses Zoho Survey and email...and we have almost certainly touched (via email) more than 401 Contacts since January 1, 2025.
      • Next Page