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?
Modify the default layout of how task fields are ordered in Project View
Hi all, I am trying to change the order the columns on project List view when a project is created initially. See image below. Currently, when a project is created, a predefined collumns are created and also its orders. I am aware that I can "hide", and
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.
How to add Line Breaks for Task Description with API v3
How do we add line breaks to the Description field of a Task using API v3? https://projects.zoho.com/api-docs#tasks#create-a-task Previously I was using "<br>" with the old API. When I use that with v3, it just prints "<br>" as text instead of adding
Workflows for Timesheet
Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to
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
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
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?
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
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
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?
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
Different timezone for users
Is it possible for users to set a different timezone for themselves? We have staff in different locations. Thanks!
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
Add ability to trigger task automation when a task comment is edited or deleted
Hello, I see that there is currently the ability to trigger task automation when a comment is added to a task. However, we have a use case in which we would like to trigger automation when the comment is edited or deleted. This will enable us to update
Is there a way to automatically move a task from a different tasklist to another tasklist when certain criterias are met?
Hi there, Im new to zoho projects and i was wondering if there was a way to automatically move a task from a tasklist to another tasklist based on criteria such as when the task status is updated to completed and have it move to the tasklist that is named
Private Project
Hi, I would like to know if a user can create a Private project that only he's able to see it. Not even the ADMIN user. Thanks
Why are these pages marked "restricted"?
Access is denied with these pages saying "Sorry, this page is restricted". Why? https://help.zoho.com/portal/en/kb/projects/tasks/task-operations7-0/articles/log-hours-for-tasks-old https://help.zoho.com/portal/en/kb/projects/tasks/task-roll-up-7-0/
Custom Field - cannot edit a dropdown field item
We have a custom field within the project template (Dropdown) that is for the Dealer related to this project. I thought in the past if we needed to update a name of one of the items added to the dropdown list we could edit them, so I am not sure if this is a recent change or not. But is there a way to update an item that is already in the drop down field list? This is a required field, and I do not want to remove this item and add the updated name as that will seriously mess up our reporting, but
Download all the Attachment From Document Section Zoho Project
Hello Team, I hope this message finds you well. I am currently facing an issue while trying to download all the documents associated with a Zoho project. Here’s the scenario: We have more than 150 tasks in a single project. Each task may have documents
Timesheet Export Template
Is there a way to save the export template when exporting timesheets? I have to select the fields I need/don't want before every export.
Email alias to create task in a specific task list
How do you create a task by emailing the email alias to a specific task list? I just tested this, and it just created the task in a 'General' task list - 'General' did not exist before so it has created this. A project might have multiple task lists and
Set a different table column heading label instead of name of custom task field label
Can we have the ability to set a different column label for task fields? See the below example, these will automatically show the same as the task field label but it would be useful for the benefit of table columns to just be able to display a different
Task templates under a project
Under a project, we might have numerous task lists and these might be for all sorts of things so typically, if a task is created under a task list, it should contain the fields relevant for that particular purpose. However, if I create a task template,
Workload Reports
Under Reports > Workload Reports, would it be possible to get Kanban view sorted by Task Owner? Seems like it'd be an easier/ quicker view of how many tasks are assigned to each user and what status they're at. Also gives you more information about the
How to associate a task with a milestone
Hi there, Is it possible to associate a Task with a Milestone without creating a TaskList please? When creating the task there's no such option (or at least I am not able to find it). When you click on the created task, however, on the right hand side there's a field that says Associated Milestone: None (please see the screenshot attached). This field doesn't seem to have an edit option? Can someone please advise? Thanks in advance, Lina
Error when changing user permission from read only to user.
Hi there, Ive tried to change one of my users to be able to edit, however i kept getting the error user license exceed.
Hide recent projects section?
Is there a way to hide the recent projects section? It's not that useful to us and never gets looked at, but takes up valuable screen real estate. Can't see an option or any button to close it. Can we do this? If not can it be added? Chris.
project profitability
I would love to be able to see my costs for non-billable tasks without that impacting my revenue budget. My project budget type is based on project and my billing method is based on staff hours. if I turn on the option to include non-billable hours in
Status properties
Hello, I created a new status called "Hold", but I want Zoho to recognize that when a project is on "Hold" the tasks will not appear as open and the deadlines will not show as delinquent. Basically, freezing the project until it's ready to start up again.
Next Page
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.