Zoho Projects

Zoho Projects Integration

When you integrate Zoho Forms with Zoho Projects, new tasks will be automatically added to your project when form submissions are made. This will help you in saving the time spent on creating tasks manually and increase your project team's productivity.

Table of contents:

Overview

By integrating Zoho Forms with Zoho Projects, new form submissions will be converted into tasks and added under your project's task lists. Such tasks can be assigned with due dates, task owners, priority and more.

Setup

To integrate your form with a project,

  1. Click on the Integrations tab in your form builder.
  2. Select Zoho Projects from the left-side menu and then click on the Integrate button.
  3. Now, choose the portal and the project.
  4. From the Task List drop-down menu, pick your project's task list under which you want the new tasks to be added.

Note: If you haven't picked a task list from the ​drop-down menu, then all your new tasks will be added under
Tasks > General in Zoho Projects.

  1. Now, map Zoho Projects' fields with the relevant form fields. You can either pick the form field from the given drop-down menu or enter an input manually by selecting Add Input Manually, wherever applicable.

  1. To map more Zoho Projects' fields with your form, click + Add Fields and continue mapping.
  2. Once you're done with the setup, click on the Integrate button.

Note: When a respondent's entry doesn't match with Zoho Projects' input parameters, task creation will fail even after form submissions are received successfully. When such instances occur, it will be indicated with the message "Input Parameter Does not Match the Pattern Specified", under the Zoho Projects Status column while viewing the form entries.

Field Mapping - Manual Input

While mapping Zoho Projects fields with your form's fields, you will be able to add manual inputs for certain fields. The points given below illustrate how you can provide such inputs.

  • For Task Name : You can either map it with a form field directly or select Add Input Manually to enter an input in the pop-up box (as shown below).

  • For Task Owners : Click on Select users from the list box. This list will contain the names of all the users associated with the project. You can also pick multiple users from the list.

  • For User Picklist : Click on the drop-up menu and select a user (Only one user can be picked.)

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  • For Task Description : Click Add Description and enter your content in the dialog box (rich-text editor) that appears. 

  • For Duration : You can either map it with a form field directly or enter an input manually by selecting Add Input Manually. Then choose hours or days as your duration period. For hours, your input can be in the "HH: MM" format too.
    Example: 12:30, where 12 denotes the number of hours and 30 denotes the number of minutes.

  • For a date-based field : You can either map it with your form field directly or enter an input manually by selecting Add Input Manually. If you've selected Add Input Manually, click on the empty field for the calendar pop-up to appear, from which you can pick a date. 

Supported Field Types

These are the Zoho Forms fields that can be mapped with the respective fields in Zoho Projects. 

S. NoZoho Projects FieldSupported Zoho Forms Fields
1Single LineSingle Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions
2Multi LineSingle Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions
3EmailEmail
4PhonePhone
5Pick ListDropdown, Radio
6User Pick List-None-
(Manual input required)
7DateDate
8Date & Time-None-
9DecimalDecimal, Number, Formula, Currency
10Formula​-None-
11NumberNumber
12URLWebsite
13Task Name​​Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions
14Task Owners-None-
(Manual input required. Only the users associated with a project can be selected.)
15DurationNumber, Rating, Slider
16Start DateDate
17End DateDate
18PriorityDropdown, Radio
19PercentageDecimal, Number, Formula, Currency
20CheckboxDecision Box
21CurrencyDecimal, Number, Formula, Currency
22Recurrence-None-
23Reminder-None-
24DescriptionSingle Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions

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