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 and issues have the same prefix).   

What is Task & Issue prefix?

Tasks and Issues will have a unique ID with a prefix . The ID will have a Task & Issue Prefix (alphanumeric) appended with -T & -I for task &  issues respectively and a unique number that is automatically assigned to the tasks and issues as you add them to a project. 

For example, if your Task & Issue Prefix is DC, then your task ID will be DC-T1 and issue ID will be DC-I1. 

  How to edit Task & Issue Prefix?  

You can edit the auto-generated Task & Issue prefix in the  Edit Project  section. However, the IDs will remain constant with unique numbering, only the prefix can be edited.  Learn more

Note: In case you delete a task or an issue, the Unique ID will also be deleted. This ID will not be repeated for subsequent tasks or issues. 

How are the unique IDs useful?

-> You can use unique task & issue IDs to search within your project.

-> You can # mention the task/issue ID to include it in the status in project feed and also in comments anywhere across projects. 

If you have any questions, do comment below or mail to us at support@zohoprojects.com . 

• Topic Participants

• Sushma K S

  

• Christina

• Monica P

  

• Ashish

  

• 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.

• Recent Topics

• Budget roll up

  If we load budget details to main expenses and would like a view of budget vs actuals based on the roll up of sub expense, does anybody know how we can get it. For e.g. our budget is loaded to main expense heads like Travel, Entertainment, etc. Travel

• is it possible to get job wise (invoice) profit?

  HI Team  Greetings i need a Help.. recently i migrated zoho books to  my clients. previously we use quickbooks . Then when ever we need we can get the reports job wise or invoice wise profit margin ( invoice-COGS-Expenses)in QB.is there anyway to get 

• Not able to see "RETAINER INVOICE" in my tab or in General Setting

  As you can see in the attached screen, i am not able to see retainer invoice option in my main/home screen or even get option to check or uncheck in general setting can anyone please help, if they have encountered such issue

• Access demo forms other than developers in Zoho Creator 6

  Can zoho creator 6 users other than developers test forms in the development/stage? just want to see the form view. The current condition of the form is being released, and want to make changes. But the user wants to see the changes first before publishing

• Change Background in PDF Template

  Background PDF Hi, I want to ask a question. I want to create a background template with my own image. Above is an example that I made, why does the result not fit the A4 format? Like cut off. I used an A4 Portrait image, is there a size error? can you

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• Possible to bold or indent text in the description field?

  As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this.  Any information would be appreciated. Thank you.

• How would you handle Warranty replacement parts or items in zoho inventory

  Hi everyone, I'm working on setting up zoho inventory for our distribution business.  We handle the service for our customers and will replace items that malfunction under a warranty basis.  Does anyone else do this and how do you set it up in inventory?  Do you have to create a sales order and if you want to the original item back, do you use a RMA?  If so, how is it done so there isn't a credit memo associated with it? Thanks, Tim

• Apple Messages for Business in Omnichannel communications?

  Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.

• Download email snippets

  Is there a way we can mass download agent-created email snippets?

• Zoho Desk & Tasks

  Hi, I'd like to be able to create a set of tasks each time a customer request comes in, as I understand it, currently each would need to be create manually. Project is too much of an overhead for what we want to use. Effectively in various use cases we

• CREATING A PACKAGE SHIPMENT DIRECTLY FROM INVOICE

  Hi, In zoho books i can create a package, shipment and delivery only if i am putting a sales order. If I am invoicing a customer without a sales order, then how can i track the shipment details, package and delivery details for that invoice. Please help.

• Why Format section gets disabled when we create Merge Template over PDF

  I need some assistance I have a Client who is going to give certificates to users who passes his exam. So, I am using mail merge but in ZOHO writer after I upload the PDF and create merge Template over PDF the format Section gets disabled. My problem

• How to Freeze Tasks

  Is there a way to freeze a task in the Gantt chart so it cannot move even when predecessors are moved?

• Journey : "Added to segment" trigger doesn't work automatically

  Hello, I’m experiencing an issue with our Marketing Automation 2.0 integration with Zoho CRM. We have multiple segments defined in Marketing Automation, each with criteria based on field values synced from Zoho CRM. If a field value changes in Zoho CRM,

• Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

  As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates

• Zoho People U.S. Compensation Setup

  We're new to Zoho and Zoho People Plus. So far, we like what we see as an HRIS system to suit our small USA-based (under 20-person) non-profit. However, we can't figure out how to configure the Compensation Service to reflect our workplace. We'd simply

• Meeting integration with Otter.ai

  Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks

• Workflow Logs

  How can I view Workflow Logs? I have setup custom criteria for custom functions and emails for task workflows Sometimes it doesn't get executed, now It's really hard for me to check where the issue occurred is it due to the criteria? My Function Logic?

• What are the consequences of renaming a picklist value?

  What are the consequences of renaming a picklist value?

• Integrating Zoho Creator with Google Drive

  I am interested in using Google Drive as a convenient repository to push files from file upload fields in my creator app. I am wondering if people have come up with best practices for this or even how viable it is. https://developers.google.com/drive/api/guides/manage-uploads#simple

• Dynamic Date Filtering for KPI Widgets – Need Help with Query Table

  Hello, I'm seeking help with setting up dynamic date filtering for my KPI widgets in Zoho Analytics. Below is an overview of my setup and the issues I'm facing: Why: I need my KPI widgets to update dynamically based on a date range selected via a dashboard

• Sales Returns - Repairand Return

  Hi Inventory Team, I'm working with a client on an Inventory implementation project and they have shared this use case with me. Some items may be returned by the customer, then returned to the vendor for repairs, received from the vendor and shipped back

• Hosted Payment Pages - how to update the address in zoho billing

  I"m playing around with the muti-page hosted payment pages which have places for customers to enter their addresses when paying. Why does this not update their address in Zoho Billing after payment? What can I do to make this happen?

• Deluge Script to Reopen Ticket if Tasks are not Completed

  I have the following script, my goal is to have it automatically reopen the ticket when the ticket is closed if there are Activities assigned to the ticket that are not "Completed". This script seems to reopen the ticket if there are any tasks at all,

• UK payroll entries

  Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems

• Subform Lookup field showError doesn't clear in Client Script

  I have a lookup fields Deal, Account and Lead in Subform, I am checking if its null or not If its null It shows an error, but when I select some value for the Lookup Field it doesn't clear the error , for other fields such as single line or pickup etc.

• Option to Manually Add and Verify DMARC Record

  Dear Zoho Mail Team, When configuring a new domain in Zoho Mail, we currently have the option to automatically configure the MX, SPF, and DKIM records. For each of these, we can either allow Zoho to create the records or manually add them to our DNS and

• Working with Products that are non-tangible

  How does one create a 'service' in products? Is there a way to disable inventory functions for things like Sofware as a service? The services module doesn't look to be much help either. Not sure how to do this in CRM

• Weekly Tips: Categorize Your Emails with Tags

  We send and receive hundreds of emails each week—ranging from work-related updates, personal messages, important documents, and even spam. With so many emails flooding your inbox, it can quickly become chaotic. Some emails are urgent, some are for reference,

• Create vendor via API

  The Zoho Books web ui has an option to add a new vendor. Though I can't find an API to create a vendor. Is there an API available for creating a new vendor? Regards, Vinod

• Function to check frequency of customer ordering patterns

  Hi, I'm no coder, so I thought I could make use of Chat GPT to generate some Deluge script to create a function that would check order frequency of our customers so that I could send an email if they go beyond their usual order pattern. Chat GPT and Claude

• Customization of "List Price" naming convention

  Surely this has been brought up before, but does Zoho plan to allow the customization of the List Price field? For example, the ability to rename to: Sell Price Sale Price Market Price Ticket Price etc etc

• Dashboard Analytics - Time to fill a job

  Hello! I'm creating a dashboard and want a chart that displays the recruitment SLA (time to fill) of job openings. I created a report that retrieves the SLA for each job opening. However, when generating the chart, the information does not appear as I

• Zoho Desk - Archiving Contacts

  Hi, We have a lot of customers in Zoho Desk with associated contacts. When a contact leaves we want to be able to still have their tickets in our history as this is important. But we don't want to have all these contacts that no longer work for the company.

• Zoho Desk integration with Power BI

  Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack

• Unified WhatsApp Number Management in Zoho Desk and SalesIQ

  Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

• Zoho books not accepting valid state code via api

  Hello, I am using make.com to create a contact and then invoice for a Shopify orders. However, while creating contact I'm getting "please provide a valid state code" error even though I'm providing correct state code. For example I'm providing MH as state

• Create View to See Tickets Closed within the last 3 days

  I'm trying to create a view in Zoho Desk that shows me "recently closed ticket," which I will define as tickets closed in the last 3 days. I want this view to update so that whenever I click to view it is recalculates and shows me tickets closed within 3 days from that moment. When I try to Create a view and use the criteria of "Ticket Closed Time" I have to specify a discrete time frame (on or before a specific date). It doesn't allow me to define time/date dynamically like I can do with date fields

• I'm so confused by the new (?) look

  I've been off Notebook for a long time, neglecting the app and never visiting the website. I decided to renew my commitment to it. It looks completely different! When I logged on before (app or browser page) I'd see a very pretty display of my multiple

• Next Page