Filter timesheet by log title
Hello, is there a way to filter timesheets by log title (or to group by log title). Thank you
Request for refund
Support, Yesterday we purchased month of Zoho projects and after testing out the software we've determined that it falls extremely short of suiting our business needs. The user interface is confusing, non-intuitive, and worst of all, HORRIBLY SLOW. Because this software has been of absolutely no use to use, we'd like to request a full refund. Unfortunately Zoho provides no contact information or options to do so. That said, please consider this post a request for a full refund of our month of Zoho
Get all timesheets of all projects of specific date from API
I can get all timesheets of all projects of specific date with this call : GET /portal/[PORTALID]/projects/[PROJECTID]/logs/For all getting, this action is called for each project ant do that is not very good... Does it exist a call which I ignore, as GET /portal/[PORTALID]/logs/[DATE] ?
Email alias per task list so these tasks don't get listed under a 'General' task list that we didn't create nor use
Using an email alias to add tasks is very good for forwarding emails directly into Zoho Projects however everything gets listed under a 'General' task list which is counter-intuitive. It would be good to have an email alias for each task list so we can
Power of Automation :: Preventing Infinite Loops in Zoho Projects - A Smart Approach to Task Workflow Automation
Hello Everyone, Today, we’re excited to share a smart solution to a common issue in Zoho Projects: Infinite loops caused by Task Workflow Rules and Custom Functions. Use Case: In a task layout, the two custom fields—Gross Rate (GR) and Net Rate (NR) —are
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?
Invite External Users to Zoho Projects Without a Full Zoho One License
Dear Zoho Projects Team, I hope you're doing well. We would like to request a feature that allows external users (such as freelancer developers) to be added to Zoho Projects with a more flexible access model—similar to what is available in Jira. Currently,
How can I add Material cost to a project?
Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks Barbara
Change tabs order in tasks
Hello, is there a way to change the order of the tabs in the bottom area of single task? Here: Thank you
Linking a Zoho Projects Task to a Zoho Desk Task via API
Linking a Zoho Projects Task to a Zoho Desk Task via API Hey everyone, I want to create a task in Zoho Desk from Zoho Projects. We use Zoho Desk Tasks for workload distribution. As an IT service provider, we handle tasks generated from support tickets
Power of Automation:: Automatically sync the highest completion percentage from subtasks to the main task.
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:-
Use result of one formula field for another formula field
Can I pull data from one formula field as one of the values for another formula field? I tried doing it and it's returning an "invalid formula" error so I'm not sure if I made the formula incorrectly or if it's just really not possible to do that. Also,
Zoho Projects-Learning
Greetings, I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for serious studies. Recently a
Power of Automation :: Automatic creation of the team in a project based on the selected project group.
Hello Everyone, A custom function is a software code that can be used to automate a process and this allow you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
Update Projects Task Custom_Fields doesn´t work
Hi, why this doesn´t work? Thank you! deskmap = Map(); deskmap.put("UDF_CHAR3",desk_weburl); deskmap.put("UDF_CHAR2",desk_taskid); response = zoho.projects.update(org_id,projectid,"tasks",taskid,deskmap,"desk_task");
Current loged in user?
I was wondering does Zoho Projects have a global variable that returns the loged in user (name or ID). Like in deluge you have this option with zoho.loginuser. In the CRM if you want to send an email you can use ${Users.User Id} or any info of the user.
How to create a summary document from Projects details
Hi, Our team is creating many projects inside Zoho Project. When closing a project, they write a summary document containing data from the projects it-self (understand project budget, customers, etc...), and editable (ie the document is either a Writer
Zoho Training
Greetings! I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for studies. Recently a client
Setting Duration for Tasks
Can any one have any idea how can we set start date and end date for tasks by excluding saturday and sunday.
Task created from Email Alias
When forwarding multiple emails to project email alias, it will create a task as internal which makes a lot of "General" Task List as I've created automation to set the flag as external. Is there any way to set up the task list created from email alias
Power of Automation :: Add Note to a Linked CRM Deal
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 automate
Adding a new project with Template, the end date does not reflect.
Hi, Using the API {POST /portal/[PORTALID]/projects/} it all works perfectly. Once howevery a template ID is introduced, suddenly the end_date is not reflective in ZOHO projects. There are no errors returned and it works perfectly besides the end date
Get Custom Field API Name
I am trying to make a custom function to connect a Zoho Survey score into a custom field we have in a task layout for the QA Score. I need to input the custom field API name on the script, but I don't know how to get it. I've tried using the following
Mass copy contents of one field to another
We have a custom field in our layout with contents that we need to move to a new custom field replacing the current one. Is there a way to mass copy them so we don't have to do it manually for each individual task?
Recurring Projects
I'm wondering if Zoho has the ability to automatically create recurring projects. For a monthly service with several milestones and tasks, for example, can the system automatically create the next months project once one is complete or once the new month begins? I've been searching forever trying to find a solution for this with no luck. Would love any help or suggestions!
Task Effort Estimates
Where in zoho project tasks/task list can I define the estimated effort in terms of hours?
Power of Automation :: Schedule Timesheet export automatically.
Hello Everyone, We recently fulfilled a specific customer requirement by leveraging the Schedule Functions within Zoho Projects. Sharing the details here so that others with similar needs can benefit too. The schedule function allows you to execute custom
Power of Automation:: Automate the process of creating checklist upon task creation.
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:-
Upload An Attachment in Zoho Projects Task - API
Hello Team I am trying to upload an Attachment in Zoho Projects Task by the API but this is not working can you please check the code that I am missing in this? Sample Code PortalID = "725833080"; ProjectID = "1688514000000448005"; TaskID = "1688514000000558005";
Zoho Projects - New App Logo
Hello everyone! In the latest version(v3.9.24) of the Zoho Projects Android app, we have updated our app logo. Please update the app to the latest version directly from the Play Store or using the link given below: Zoho Projects - Play Store Should you
Adding a New Project Template.
I am currently using the ZOHO Projects Classic plan and am unable to add the new project template I have created. Could you please provide more insights on why I am unable to add the project template alongside the other templates?
How to see if employee's timer is running?
I am portal owner. I want to know if my employees are effectively working on their tasks. They are required to use timer for each task. How can I see if user's timer is running? is it possible to see across all the projects? Thanks
Export List of Dates Only from Projects
The chart we are using is too big to be legible so I want to print the list of dates with it. There doesn't seem to be a way to do it. Even Print view cuts off the dates. Why does it do this? Is there a way to print the Tasks and Dates only?
How to auto-update a task owner in a preset list of tasks on a new project?
We have automation set up between the CRM and Projects that will automatically create a new project with a preset list of tasks when a sales order is created for specific products. Of the tasks that are automatically populated in these new projects, we
Power of Automation :: Auto update the Project status based on the count of completed Milestones
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 automate
Different timezone for users
Is it possible for users to set a different timezone for themselves? We have staff in different locations. Thanks!
Cant BCC comments
Whats the reason why we cant bcc to add to comments? We are getting this error: We are unable to process this email. WHY DID THIS HAPPEN? We suspect the below reasons to be the cause of failure : 1. You might have mis-spelt the email address. 2. You might have added the email address in BCC I used the copy option within the comments to copy the email address. It works fine if I cc, just not bcc.
Scheduling Tasks in Relation to Project End Date
I use Zoho project to help manage tasks that relate to a number of specific business events that take place. I would like to be able to have my project end date be the date of the event and then work "back" from that date to say... Add a task 2 weeks before the project end date to remind me to XYZ. Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?
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 somebody
Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions that
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