Is it possible to hide Developer Space for all user in Zoho Projects
Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.
If I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?
Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,
Multiple time zones in zoho projects
We are working in an international team. We need to set up different time zones in the organizational settings or at least for one project within zoho projects. Any ideas or help? Thx in advance
Add an "Impersonate" feature to Zoho Projects
It would be nice to have an "impersonate" feature added to Zoho Projects that would allow administrators to impersonate employees to enable administrators to see for themselves what employees can and cannot see in the system. I am aware of all of the
Lockable Due Dates
Hello, is there a way to FIX due date of task or task list, so that they cannot be moved by linked task that are late? Like having a sort of "limit date" that would create an alert if not reached?
Custom view for Milestones
Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom view
Copy, Duplicate, or Clone a Custom View?
I searched the forums and didn't see anything on the subject. Is there a way to copy, duplicate or clone a custom view? I want a custom view similar to one I've already created. I just want the columns in different order.
Book project costs to tasks
Hi all, New to zoho but far from new to this sort of platform. I've been scouring the web for a suitable platform for my growing business. I'm currently using Xero and WorkFlow Max but it lacks a key need. I signed up to zoho projects and books to test
Formatting of Gantt Chart for PDF export
Hi all, There really needs to be some improvements to the presentation of exported PDF Gantt Charts. An exported format is the way that most people on a project (other than the PM directly) will consume this data. The current PDF export options are lacking a lot of control. - I'd like to firstly have control over the export size of the PDFs (A4, A3 etc), Currently it seems arbitrary - very large aspect ratio print sizes. - Next i'd like to be able to specify the print date range, and scale (show
In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?
We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?
Managing Prepaid Hours for Consulting
We are a consulting firm that bills clients a flat upfront annual fee plus an hourly rate and offer a discount for pre-paying a block of hours. Hours that surpass the pre-paid block are billed monthly at the normal rate. If there are any pre-paid hours remaining at the end of the project they are banked for future use. I'm not seeing a method of doing this in Projects/Books/CRM... thoughts?
Data export
I need to export our customer's data and projects' data for our purpose but am unable to export full data i only get around 3160 projects and around 2k customer can you please help me to get full data, please
Constraints on Tasks
We have a use case where we have certain fixed date tasks and need to schedule predecessor tasks around these. Predecessor tasks need to be completed with a lag before the fixed date. We should be able to schedule the start and end date for predecessor
Can you set task due dates to be "x" days before the milestone?
We have a milestone set as the date of our first event. All of the tasks need to happen in increments prior to the milestone event. Is there a way to configure this without having to set up each task due date? Thanks!
Project Templates & Reminders
I am getting projects all set up to work for our company and am running into a problem that I'm hoping is easily fixable. I have created a project template and within that project, there are reminders set on certain tasks. When I create a project from
How do I attach tasks from one task to other tasks in the same project
How do I attach tasks from one task to other tasks in the same project
Able to change project on timelog entries
Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.
Mapping Zoho Projects into Cliq Channels
why arent all the Zoho Projects listed from the drop down menu when trying to Map them into Zoho Cliq Channels. The system doesnt allow me to type the name of the project but gives a drop down of a list of projects however it doesnt give me a list of
Calendar view not working in Zoho Projects
Hello Zoho team! Since this morning, clicking on the "Calendar" link in the Projects Menu doesn't do anything. It seems to refresh the page, but it doesn't open the calendar view for tasks. It affects every user in my company. Closing and opening the
Associate all "Active" users to a newly created project... (Zoho Projects API Documentation lacking)
Today I spent almost 3 hours trying to do something which I discovered has been asked for for over 14 years in Zoho Projects, that is when a new project is created to assign all active users to the project. My first thought was, okay this should be fairly
How to get a list of Team Folders associated to a Project from the API?
I've tried the below, based on another article and was unsuccessful. response = invokeurl [ url :"https://projectsapi.zoho.com/api/v3/portal/" + _portalID + "/projects/" + _projectResID + "/folders" type :GET connection:"zohoprojects" ]; info response;
Projects Task List Bars not Showing
Im in my Projects template and the grey bar for the Task Lists is not showing and the tasks cannot join to it. I have it open in a job and it works. Anyone know why its not showing in the template?
Change/reallocate different key combinations to enable the Zia Search feature in Zoho Projects
Hello, Typically the cmd + "/" or Ctrl + "/" keys combination is used for commenting a code line. However, in the custom function module in Zoho Projects (specifically), the key combinations triggers Zia Search widget which distracts during coding and
Is and Is Not Empty option in Workflow Conditions
I noticed today that there is no "Is Empty" or "Is Not Empty" option on workflow conditions in Zoho Projects. I wanted to prevent a webhook from firing if a specific field is empty as it is required in the webhook parameters. It would be great to see
Project and Workdrive relationship
Hello, Since Zoho Project is linked/associated with Workdrive, is there any way to fetch the ID of the Workdrive Folder associated with a Project from the Get a Project API?
Backdating Task Completion Date
Hello, I have uploaded a project which was started 6 months ago, when we didn't have Zoho yet, but a lot of the tasks were completed. When I mark the task as completed, it puts it as completed today's date only. Is there a way to backdate a completion date to coincide with the actual date it was completed? Thanks Alex
Add Client Profile to Criteria in Zoho Projects Task Automation Workflow Rule
Add the ability to set a task owner criteria to a workflow rule in task automation, such that if the task owner is a client user i.e. not a specific client user. When you go to Settings > Task Automation > Workflow Rules to set up a workflow and add criteria
Project Templates & Blueprint Templates
I am trying to have a blueprint activated, when a new project (based on a template) is created. So the blueprint restricts the whole new project created. I have done several tests and the blueprint does not get applied to the created project from a template. The criteria to execute the transition is "created by", and i have added all exisiting roles. It appears to be half working, becuase if i add a new task, the blueprint is activated in that task, but the prepolutated ones (from the template)
Moving projects between accounts
Hi, We have found that two of us are using Zoho Project free subscription, we are really satisfied with the application and that is the reason why we are thinking in purchasing a full subscription. Q: We want to know if is it possible to migrate one of the projects to the other account and have the two of them under a single account. Thanks.
Workload Report - Shift Tasks including subsequent dependent tasks
Hello, When I am reviewing the workload for my team, I sometimes want to move projects around and see the impact of rescheduling the whole project, pulling it forward/pushing it back. Is it possible, in the workload report, to move a task and have it
Recurring Task Based on Completion Date Instead of Due Date
I noticed that future instances of a recurring task are based on the original due date of the task, rather than the actual completion date of the task. For example: Let's say we set a task to recur monthly. The original due date is March 15 2024, but
Zoho Projects API filter search?
Good day everyone, I am trying to grab all the projects that belong to a project group using the API. I got my group ID. I am already using some paramaters in my request to be able to grab more than 100 (yes we have a lot of projects). So trying to add
Zoho Books and Projects invoicing integration and Zoho CRM
***DISCLAIMER*** I will be posting this in Books, Projects and CRM to get the relevant answers from each team. If this is not required please delete whichever post suits. Hi, I have been working on the Zoho Books and Projects integration and following some of the guidelines after discussing with a member of the Zoho Books team https://www.zoho.com/au/books/help/integrations/projects-integration.html https://www.zoho.com/projects/help/invoices-expenses.html And I have noticed the following: 1) Customers
Importing Project template from another organisation
Hi, For one organisation I need to copy a Project template I built for another organisation. The current template uses about 20 fields for the project details, a list of about 50 tasks, and a set of 4 tabs. There are 2 automations also linked to new projects
What information is rolled up to milestones?
Hello, I have a question about the roll up feature. I understand from the knowledge base that most information should roll up from sub tasks to tasks, from tasks to task lists and then from task lists to milestones. Data like the task duration, the start
How do I delete a Portal in Projects?
How do I delete a Portal in Projects?
Set specific date on recurring tasks
Hi, I'd just like to know if it is possible to set specific date for recurring tasks ona premium account. Your prompt response on this would be highly appreciated. Thanks!
Working with Merged Fields (Sorting and Adding Fields not present)
Hello, I'm working on a couple of issues. Firstly, I created a table that uses a group merge field and merge fields. This works with the exception that the tasks are not in order according to their actual order :) I've provided a snippet of how it's ordered
Can't see team folder to associate with project
Hello, I want to associate a folder in WorkDrive Team Folders (a subfolder in fact) with a project, but when I click on associate workdrive folder, I don't see anything at all. I've tried the following: I followed the workdrive integration article, but
Types of Zoho Projects Users
When managing your Zoho Projects Subsription to add "users", there are 5 options: Additional Users Client Users Add-On Support Add-on Readonly Users Add-On Resources Add-On No where that I have found clearly describes the differences between these 5 types
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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.