Managing Extensions for Zoho Projects

Zoho Marketplace is an online store where you can upload the extensions you develop for any Zoho product. Additionally, the extensions in our store are available for your business.

• Install extension
• Configure extension
• View or edit extension
• Authorize or revoke a connection
  • Authorize/revoke a connection from the Connections tab
  • Authorize a connection from the task/issue details page
• Enable or disable an extension
• Uninstall extension
• Update extension
• Access extension

Feature availability

 Install extension

1. Navigate to   > Marketplace > All.
2. Select an extension from the list displayed on the screen. Alternatively, you can search for an extension in the search bar.
3. Click Install.
4. Choose the profiles and projects where you would like the extension to be shared:
   
   • Choose All if you wish to display the extension to all profile and project users
   • Choose Specific Profiles and Specific Projects to display the extension to a selective set of profile and project users.
     • Select one or more profiles from the Specific Profiles dropdown and select one or more projects from the Specific Projects dropdown respectively.
5. Click Install Extension.
6. Continue to configure the extension (Configuration tab) or manage connections (Connections tab), if required.
   • The extensions that require additional input will have the Configuration tab in this page.
   • The extensions that require a third-party connection will have a Connections tab on this page
   • If your extension doesn't have either of these tabs, you can ignore this step and proceed to install the extension

Configure extension

If the extension's developer requires additional information, a few extensions may have a Configuration section on the Extension Settings page.
Here's how you configure it:

1. Execute the first six steps of the section that guides you in installing the extension.
2. Navigate to the Configuration tab.
   
3. Enter the information requested by the extension's developer.
4. Click Save Configuration

View or edit extension

1. Navigate to   > Marketplace.
2. Click Installed on the left panel. You can view all the installed extensions on this page.
3. Click the extension you would like to edit.
   
4. Modify your preferences in the General section.
5. Click Save Changes

Authorize or revoke a connection

You can authorize or revoke a connection from an extension's settings page. To do this,

1. Navigate to   > Marketplace > Installed.
2. Navigate to the Connections tab.
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3. Authorize or revoke the connection, if any, as necessary. These changes will be autosaved.

Authorize/revoke a connection from the Connections tab

1. Navigate to   > Marketplace.
2. Click Connections in the left panel.
   
3. Click Authorize to let the third-party service access the extension. Otherwise, click Revoke to withdraw an authorized connection.
   • If you are unable to see any records on this page, then you haven't established a connection with a third-party service

Authorize a connection from the task/issue details page

To authorize a connection from a task/issue's details page,

1. Navigate to the Tasks/Issues module of a project.
2. Click on a task or an issue.
   
3. Navigate to the extension's widget on the bottom panel.
4. Click Authorize Connection.

Enable or disable an extension

1. Navigate to   > Marketplace > Installed.
   
2. Click Disable to suspend an active extension. Disabling an extension removes its widgets from all the supported widget locations in the product.
   • Click Enable to reactivate a disabled extension

Uninstall extension

1. Navigate to   > Marketplace > Installed.
2. Click the extension you would like to delete.
3. Click Uninstall in the upper-right corner of the page. Uninstalling an extension removes it from all the supported widget locations and deletes its properties.
   
4. Confirm your action.

Update extension

1. Navigate to   > Marketplace > Installed.
2. Click the extension you would like to update.
   
3. Click the Update link beside the version number which will be displayed if you are using an older version of the extension.

Access extension from Zoho Projects

You will be able to access the extension in the following locations:

• Task details page
• Issue details page
• Extension settings page

Task details page

1. Navigate to the Tasks module of any project in your portal after you complete installing an extension.
2. Click a task and scroll down to the bottom panel.
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3. Navigate to the right of the bottom panel. The extension will be loaded as a widget inside the last tab in the bottom panel.

Issue details page

1. Navigate to the Issues module of any project in your portal after you finish installing an extension completely.
2. Click on an issue and scroll down to its bottom panel.
3. Navigate to the right of the bottom panel. The extension will be loaded as a widget inside the last tab in the bottom panel.

Extensions settings page

1. Navigate to -> Integration -> Extensions -> Installed.
2. Click your extension
3. The extension will be loaded as a widget inside the last tab in this page.