How do I automatically assign the project owner for all tasks in Zoho Projects?

• Topic Participants

• Caylee

• Monica P

  

• Admin

• brett

• Monica p

• 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

• 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

• 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

• Apple Mail issues

  Dear Sir or Madam, I am trying to configure my Zoho mail account to Apple Mail. It is not working. It seems to need more information (perhaps a path prefix?) than is shown in your tutorial (<www.zoho.com/mail/help/apple-mac-imap.html>). After plugging

• Assistance Required for Migrating Data from Odoo Inventory to Zoho Inventory

  Hi Team, I previously used Odoo Inventory to manage my stock and transactions, and I’ve now moved to Zoho Inventory. I’d like to migrate my data from Odoo—including product details, stock, purchase, and vendor information- into Zoho Inventory for continuity

• I need my entire Zoho Account (mail/organization) deleted!

  Hey! I used zoho for my email aaron@aaronglass.me with domain forwarding/mx all that. I got rid of the mx info on my godaddy account and still Google won't let me sign up with my aaron@aaronglass.me email. (I'm moving to Google for business) SO! I was

• Error: "Invalid Element warehouse_id" when sending order to Zoho

  i'm getting the error "Invalid Element warehouse_id" when trying to send an order to Zoho via API. Has anyone faced this issue before? How can I fix it?

• No way to sell individual and case units smoothly in Zoho

  Currently, Zoho Inventory handles inventory primarily at the case level, which can be challenging for businesses that frequently need to break down cases into individual units for retail sales or smaller shipments. Although Zoho Inventory currently supports

• How to handle multiple languages (Resume parser, Job opening, job board, career site) ?

  We are looking to bring Zoho Recruit to a market that needs to support 2 languages. The first thing we need to make sure is that the Candidate be flag with the language they speak. This is easy enough make a custom field that as the desire languages.

• Shipping Labels

  Hi, Can we generate Packing Labels for manual shipping same as the format as Airway Bill in zoho books or inventory?

• Unit Measurement Sign,

  Dear Zoho Support Team, I hope you are doing well. We recently purchased Zoho Inventory based on recommendations of your team that “it would be a great fit for our Shopify operations”. However, we are currently facing several urgent issues that require

• Leadchain into a custom module

  Hello ZOHO Community ! is it possible to put the leads collected by leadchain into a custom module instaed of leads module ? Best wishes Niels

• Urgent: How to Bulk Upload Images in Zoho Inventory? Any Workarounds?

  We are currently onboarding 5,000+ items from Shopify into Zoho Inventory, but we’re struggling with the lack of a bulk image upload feature. Right now, we have to manually upload and assign images one by one, which is extremely time-consuming and inefficient.

• Can I automatically update COGS and Inventory account when creating an item?

  I have been trying to get Zoho to update the other two fields when I update one (Sales Account, COGS account, and Inventory Account). I know this seems like not a huge time saver, but I am all about efficiency and being an independent taproom, I create

• I'm looking for a Microsoft List alternative in Zoho One to manage large lists of repetitive tasks

  I've used Microsoft Lists to manage lots of tasks that need to be completed several times for different users. We started with a large spreadsheet and then discovered lists, which worked pretty well. I was wondering if there is a similar products in Zoho,

• Zoholics Europe and UK Awards 2025: Honouring our loyal customers!

  We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! This is your chance to shout about the amazing things you've created, connected, or achieved with Bigin! And if you win,

• How to store API keys in zoho?

  Hi everyone, I'm currently building an integration using Zoho Flow and I need to securely store several API keys that will be used to make external service calls from my flows. I would not like to hardcode the values in the code of custom function. What's

• Zoho RPA is now available in your Zoho One bundle!

  Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zoho

• is there an easy way to embed a zoho analytics report into a widget (or inside the "account" page) of Zoho CRM

  Hi, I have built a report that is specific to an account in Zoho CRM but I would like this to be built into the Zoho CRM front-end. I have looked at the widget concept but it seems quite complicated (see attached screenshot but I need to filter this view

• Bigin iOS app update - Introducing Card Scanner and initiating WhatsApp conversations using pre-approved templates.

  Hello everyone! In the latest iOS (v1.11.3) version of the Bigin app, we have introduced the following features: Card Scanner Initiating WhatsApp conversations. Card Scanner: Our new Card Scanner feature extracts contact information from business cards.

• Introducing card scanner in Bigin Android app

  Hello everyone! We are excited to introduce the card scanner feature on the latest Android version(1.7.26) of the Bigin app as well. Card scanner extracts contact information from business cards and allows you to save them as contacts in Bigin. You can

• Full RTL and Hebrew Translation Support for Zoho Creator User Portal (Including All System Pages, Templates, and MFA Screens)

  Dear Zoho Creator Team, We kindly request comprehensive support for right-to-left (RTL) languages, particularly Hebrew, across the entire Zoho Creator user portal. This includes system-generated pages, templates, and multi-factor authentication (MFA)

• ZUG real estate virtual meetup 2025: Sign documents, collect payments, and automate workflows with Zoho Sign

  Hi there! Are you in real estate and looking for a secure, compliant way to manage all your paperwork? In such a fast-paced industry, timing, compliance, and client trust are everything. Handling paperwork has always been a challenge, whether you're finalizing

• OCR (Optical Character Recognition), automatisation des PDF et autres améliorations de Zoho RPA

  Zoho RPA est une plateforme d'automatisation des processus robotiques conçue pour accélérer et simplifier vos workflows. Elle permet de connecter facilement vos applications cloud à vos systèmes existants, même ceux qui ne disposent pas d’API, afin d’automatiser

• 📞 Call + 💬 WhatsApp + 📲 SMS in Zoho CRM – All in One Place!

  We’re excited to introduce HelloSend, a powerful communication extension for Zoho CRM that brings SMS, WhatsApp, and Voice Calling directly into your CRM workspace. Whether you're in sales, support, or service delivery, HelloSend helps you connect with

• Automation#24: Auto-Update custom field from Accounts to Tickets

  Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,

• Product Updates in Zoho Workplace applications | May 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this May. Zoho Mail Increased Preset Limit for Reminder and Snooze Options Preset limits for the Reminder and Snooze options

• Outlook 365 ('classic') won't connect to Zoho email

  New computer, fresh install of Office desktop. On the old computer Outlook was working fine with Zoho, retrieving/sending mail, etc. On the new one I can't connect the accounts in Outlook--Outlook just keeps popping up the box asking for a password. All

• login email

  Never logged into email says last log in never loged into

• Installment plans

  Hi I am looking for a way to allow my customer to make equal monthly payments. For instance if I create an invoice for customer Y for $1000 I want to allow them to make equal monthly payments for the next 6 months. I need those payments to be auto charged

• Search Mail with URL parameters

  Is it possible to search Zoho Mail by passing URL params like we can in Gmail? eg. mail.google.com/mail/u/0/#search/from:(jane@doe.com)

• Need Help Fetching Latest Conversion Rate by Date

  Hi Team, I’m currently working on building a Balance Sheet in Zoho Analytics across different entities, with a common base currency of USD. I receive USD conversion values on a daily basis, and my requirement is to always capture the most recent available

• Enhance Zoho One Conditional Assignment to Fully Reassign App Settings When Changing Departments

  Hi Zoho Team, We’d like to submit a feature request regarding the current behavior of Zoho One’s conditional assignment logic when moving a user between departments. 🔧 Current Limitation As it stands, Zoho One’s conditional assignment does not remove

• Category to Alert

  Hi I am looking for help on how to solve an issue. We use the Category field for all items. We also use Composite Items. We would like to create an email alert when a Sales Order is created, however it would need to look at the Item to identify the category

• Validation Rule (Date)

  Hi There,  Can any anyone help me with the validation rule? I'm trying to fire a rule whereby the End Date cannot be before Start Date.  Any takers?  Manoj Nair

• Beyond Email: #3 Organize effortlessly with Bookmarks

  With her team’s details now neatly saved under Contacts, Sarah is feeling more settled in Zoho Mail. As she begins exploring her new workspace, she remembers the collection of useful links she has saved on her browser—project trackers, client portals,

• Notification based on created/updated sales order that contain certain line items.

  Hi, I am finding the workflows within Books somewhat difficult to setup, so I am thinking that a custom function may be the best way to go about this. I want to be able to send a notification to a team member that any sales order that has been created

• Drawings in forms

  I do a lot of drawings during my consultations and I’d like to add  body maps or stencils that I can draw on in different colours and add explanations etc. I need to be able to erase mistakes etc. Ideally in a form that I can prepopulate with client details and a few questions/ client signature and then save as a form. is this currently possible? if not, is it in the pipeline? thanks, Dennis

• How can I populate dropdown data with information from another source or app?

  I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?

• Workplace - Zoholics Europe Customer Awards

  Dear Zoho Mail Community! 📣 We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! Workplace - Zoholics Europe Customer Awards This is your chance to shout about the amazing

• Zoholics Europe Customer Awards

  Dear Zoho Workplace Community! 📣 We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! Workplace - Zoholics Europe Customer Awards This is your chance to shout about the amazing

• Change Default Currency in Zoho Reports

  Is it possible to default all currency fields in my Reports and Tables to my local currency without having to reformat them every time?

• [Webinar] Deluge Learning Series - Master Conditional & Operational Logic in Zoho Deluge

  We’re excited to bring you the next session in our Deluge Learning Series—a focused one-hour webinar where you’ll level up your skills in conditional and operational logic using Deluge scripting. From writing clean if-else conditions to implementing powerful

• Next Page