Sticky Posts
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
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
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.
Blueprint in Zoho Projects
Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define. How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the
Recent Topics
Poor Zoho Support
Been trying to reach support via telephone and email. The support has always been slow to respond but now its been two weeks without a return call. I have even sent them screen shots of the problem I've having with no results. Is anyone had the same problem.
Help me recover my account
business@heymods.mobi is an account I registered two years ago. My domain is no longer valid, and I cannot access the admin page. I also subscribed to a $12 service, but I cannot configure the domain. Please help me set xunmeng.app@gmail.com as the admin,
I cannot receive emails
I cannot receive email sent to my personal email account. I can send them but not receive them. I don't have a domain. Zoho direct email. Please help
What's New in Zoho Inventory | June 2026
Hello users, June 2026 introduces a range of exciting enhancements to Zoho Inventory. With the full rollout of the Zoho Inventory Windows application, the launch of Terminal Payments, and new tracking combinations in Advanced Inventory Tracking, you can
I don't have access to my signup email.
Hi, I don't have access to my signup email. I signed up while using the Loveabe app. I don't have access to the app that I built with the email ramonsepulveda@dreamgiftsfinder.com. Please help me cancel my account with you through that email.
Update on default settings for AI features in Cliq
Hello all, We'd like to provide clarity on a recent change to AI feature defaults in Cliq. As part of our regular review of AI features conducted in April 2026, we re-evaluated how these features are enabled by default. We've decided that the AI features
Zoho CRM custom button function, how to add line breaks/ new lines in the return message
When creating button function in CRM it requires a `return "";` Then when the button is client by the user a message pops up with what ever is returned from the function. But I want to have a message with multiple lines, meaning I need to add a line break
I want to create a gaming website
Hi, I wanted to ask if it's possible to build a custom website using Zoho? I would like to create a website similar to https://busimulatorultimateapk.com/ with almost the same features, functionality, and user experience. I'm not looking for an exact
Email not Received
No email has been recieved except welcome email and one more email in 2025.
i cant renew my domain bfftube.cloudns.cc
i cant renew my domain bfftube.cloudns.cc because its a free subdomain from cloudns and you cant renew it its always active can some fix this becasue again there is no way to renew it becasue its free subdomain and again its always active
Custom Button Creation from Layout Editor in Zoho CRM
Hello All, Buttons in Zoho CRM act as triggers that perform a specific action when clicked. Zoho CRM includes a set of system buttons that help you carry out common actions with a single click. Beyond these, your organization can create custom buttons
Mise à jour de Zoho Books – France
Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre
How to Switch from Outlook for Mac to Outlook for Windows
The most often used file formats for users to manage crucial data are OLM and PST files. PST files keep a copy of data on the configured system from Outlook, while the OLM file contains the Mac Outlook data items, which are only accessible with Outlook
Different languages for users
Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,
Issues migrating Google email
I am considering Zoho because Google will start charging for G Suite legacy free edition. So, a key element in my decision is the ability to migrate as much from Google as possible. I am giving email a try first, but after hours of trying, I can't
"Print" option of GET Expense Report API not working
Hello! I have been trying to use the "print" option of the GET Expense Report API but it seems the option does not alter the output. Is there an issue with the API or am I using it wrong? Here's my request code, in Deluge: response = invokeurl [ url :"https://www.zohoapis.com/expense/v1/expensereports/"
Related List Expanded View in Zoho CRM: see more related records at a glance, filter and take bulk actions
Hello everyone! Related lists show you the records connected to what you're working on: contacts under an account, activities tied to a deal, products linked to a quote. But until now, you could only see 10 records at a time. If you needed to filter results
Add Comprehensive Accessibility Features to Zoho Writer
Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current
How to automatically update a % field according to a dropdown field in the Quote table
Hello there, I have following couples: Success % Status 0% NP 30% No Feedback 50% PR 80% Opp. Concreta 100% A I would like the Success % field (percent) to automatically update based on the item of the Status field (dropdown). The fields are within the
CRM iOS App Missing Tags support
Hi, I remember reading either a tread on iOS (Maybe Later) & Android (i believe Now Supported) regarding “Tags” in the mobile apps unfortunately I can’t seem to find either. Could we clarify are “Tags” support coming to CRM iOS app as searching the forums
Marketing Tip #41: Add a clear value proposition to your homepage
When someone lands on your homepage, they should understand what you sell and why it is worth exploring within 5 seconds. If your homepage is too vague, cluttered, or focused only on design, visitors may leave before they even start browsing. A strong
Zoho Writer adds conditional logic and AI assistance to formulas: A step toward dynamic document automation
Hi users, We are excited to announce new formula enhancements in Zoho Writer. This includes: New string formulas: Use 12 new string functions to dynamically transform and manipulate text in documents and automation templates. Conditional formulas: Configure
What's New in Zoho Billing | June 2026
Hello users! June brings a new set of updates to Zoho Billing designed to strengthen how you manage subscriptions, customise your records, and handle expense documentation. This month's highlights include a new one-time addon quoting workflow for subscriptions,
[Zoho Writer webinar] Driving productivity through document automation
Live webinar on July 9, 2026 | Time: 2 PM IST | 2 PM EST Hi Zoho Writer users, Creating, reviewing, approving, and distributing business documents manually can slow teams down and introduce errors. Join our live webinar to learn how Zoho Writer helps
Free Webinar Alert! Zoho Workplace + Zoho Billing: Align Rev-ops and collaboration for greater efficiency
Hello Zoho Community! Want to make your billing process more connected and efficient? Join our upcoming webinar to see how Zoho Workplace and Zoho Billing work together to streamline your day-to-day operations. In this session, we'll show you how to manage
Canvas View: Add font family selection (incl. Google Fonts / Hebrew & RTL fonts)
Hi Zoho CRM team, The Canvas design suite (List View, Tile View, Table View and Record Detail) currently allows customizing font weight, size, color, alignment and case - but there is no option to choose the font family. All text is rendered in the built-in
Introducing Spotlight Forms
Hey form builders! If someone opens your form, sees the wall of fields ahead, and quietly closes the tab. It may not be because the questions were hard. It could be because the experience felt like too much. Which is why we have now introduced a new form
【無料/オンライン】7/22開催|Zoho ワークアウト|ユーザー同士で学び合うオンラインもくもく会
ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 7月開催の「Zoho ワークアウト」のご案内です。 本イベントは、Zohoユーザー同士で交流しながら、 設定・検証・運用改善を進めるオンラインの「もくもく会」です。 「設定を進めたいけれど、一人だと手が止まってしまう」 「他社がどう活用しているのか知りたい」 「同じ課題を抱える仲間と話したい」 そんな方にぴったりのイベントです。 ▶︎ 参加登録はこちら(無料 ) URL:https://us02web.zoom.us/meeting/register/t7lA28wlQceRW6sZpeFEhQ
DYK 9: Dependent Layout Rules
Did you know that you can configure dependent fields in Task and Issue Layouts? In a project, tasks and issues vary in nature and so do the fields needed for each. Displaying relevant fields and values keeps the layout organised and ensures necessary
Does anyone else wish you could download Mail Merge quotations from the Zoho CRM mobile app?
Is it just me, or has anyone else run into this? I’m in sales, so I’m rarely at my desk. I’m usually in meetings, visiting clients, or travelling. One thing that genuinely frustrates me is that if a client asks me for a quotation, I can’t generate or
Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.
I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor but
Feature Request: Dynamic Date Filter Criteria
Please implement the ability to select a dynamic date for all Filter Criteria. This would be helpful to create views that don't constantly need to be updated (example custom date field on an account) Examples: - Today - Tomorrow - This week - This Month
SalesIQ's Summer '26 Release: For The Moments That Matter
Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversation
There is no link between Deals and Projects in Analytics
Hello there, I am trying to link Deals with Projects in a Pivot view on Zoho Analytics. However, there is no relationship, yet on CRM there is a relationship. As you can see below, there is no link between them: However, on CRM, if you go into a Deal,
How to Access Zoho Mail Messages to Microsoft Outlook? - Zoho Mail Converter
Zoho Mail is the free email hosting service which provide mailing with CRM service, so if you are one of them who is trying to import Zoho Mail emails to Outlook then keep reading. In this article we are going to provide accurate solution that will help you to import Zoho Mail emails to Outlook format in Batch. Zoho Mail service provide option to export mailbox in Zip format. So first – Export Zoho Mail emails in Zip format later use Zoho Mail to Outlook Converter to migrate Zoho emails into PST
Zoho Cliq REST APIs v3 : A complete guide to what's changed and why
APIs are not just consumed by a developer with numerous automations and a series of open browser tabs. They are parsed by LLMs, fed into agent pipelines, and auto-completed by AI coding assistants that have zero tolerance for inconsistency. A verb tucked
Zoho CRM Reports Module on Mobil App
I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.
Sigma function call hangs forever from Desk widget — app_install_id/encapiKey are null
Calling ZOHODESK.request() from the widget to invoke a Sigma DRE function URL hangs forever (never resolves, never rejects, no error) until client timeout. Tried with merge fields app_install_id={{sigmaInstallId}}/{{installationId}} and encapiKey={{enCapApiKey}}
Workdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma
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