Over the past couple of months, we've been meeting and gathering insights from our customers and partners through Zoho user group meetups and project management gatherings. Here’s a detailed roundup of our upcoming meetups and recent updates.
Join us at the Zoho Projects Roadshows - USA
The second edition of roadshows in the USA is gearing up to start next week. You can get a chance to learn from our experts, build connections with peer users, and gain more clarity from our interactive sessions. Check out our complete agenda and book your slots here:
|
New York City
|
27th October, 2025
|
|
|
Atlanta
|
29th October, 2025
|
|
|
Miami
|
03rd November, 2025 |
|
| Dallas |
05th November, 2025
|
|
|
San Francisco
|
7th November, 2025
|
|
Project management meetups
Zoho Projects User Group meetups
Our user group meetups in the Middle East and Africa regions were a big hit! Passionate Zoho Projects' users from different verticals like construction, consulting, E-commerce, and IT were in attendance. We were able to solve their unique business cases and suggest techniques to enhance their project management experience.
Keep a tab on this space to know about our upcoming meetups.
Project Management South Asia Conference 2025
We sponsored the PMI South Asia Conference 2025, in Hyderabad. It was a successful event with over 1000 attendees. Our team of experts showcased the entire PM suite of products through interactive demos. The immersive virtual reality game was the star of the show. It enabled the audience to understand the various products available in the Zoho ecosystem.
APM: Women in Project Management 2025
Association for Project Management organized a conference on project management centred on women with the theme ‘Transform tomorrow’ on the 2nd of October 2025 in London. We hosted a dedicated booth for Zoho Projects and got to engage and network with project professionals, speakers, and exhibitors from multiple global communities.
PM recommendations
Are you currently using a third-party software that is not already integrated with Zoho Projects and finding it time consuming to navigate between apps?
First, we highly recommend you replace your third-party app with a similar Zoho app. We support a wide range of apps and cover major niches with a tight integrations among Zoho apps.
If not, try using our integration with Zoho Flow! Zoho Flow lets you connect apps, build integrations, and manage workflows. Zoho Projects' integration with Zoho Flow allows users to connect Zoho Projects with multiple third-party applications for a unified work experience.
Learn more
Key releases
Zoho Projects has rolled out a bunch of interesting features like:
Tasks can now be grouped using custom or default fields for a more focused task management.
We’ve introduced longer URLs fields that support up to 1000 characters in Task Layouts. Users can also convert their short URLs into long URLs.
Task lists from an existing project template can be directly added to a project template.
Zoho Sprints has a lot to offer ensuring all your sprint projects are above par. Here’s the list of new features:
Leave tracker can now be used to manage leave requests and approvals, track individual and team leave records, and get prompt notifications for requests and approvals.
Admins can stop the timer automatically, blocking users from adding work hours to the timesheet after a set time. Admins can also mandate users to add log hours only through timers, restricting manual entries.
We’ve introduced an expense module to allow users to track and categorize project expenses. You can add recurring expenses that can be automated based on set frequencies.
You can import your objectives and key results into your workspace from XLS, CSV, or JSON files, and also map the file fields with Zoho Sprints fields.
Solution corner
Each project is unique and has precise requirements. We work hard to make sure all your requirements are met while using Zoho Projects. Here’s a list of the recent customer requests that were solved by our solution expert team.
Automatically associate teams to tasks based on owner
A customer approached us with the requirement to update the team field automatically when an owner is selected for the task. We created and implemented this with task custom functions and workflow rules. Check out
this post for the script.
Track delays even after a task is closed
We received an interesting request to help track tasks that are closed after they areoverdue. Say, a task is closed after its due date, the customer wanted a custom status ‘Delayed & Closed’ to be updated as the task’s status. Here’s the
custom function we suggested to achieve this requirement.
Automated weekly notifications for unapproved timesheets
One of our customers wanted to send email notifications to the project owner every week, detailing all the unapproved timesheets associated with their projects. To automate this weekly email, we suggested schedule functions. Refer to
this post to view the complete script.
Set task scores based on completion
A customer wanted to set up a fun scoring card for each task based on how quickly a task is completed. Here’s the scoring scale:
Task completed on or before the due date- 100 points
3 days late- 70 points
6 days late- 40 points
9 days late- 10 points
10+ days late- 0 points
We build custom solutions to solve unique customer requirements and accommodate personalized requests. If you are looking for customized solutions in Zoho Projects, leave a comment below and we will reach out to you!
We hope all our new additions and enhancements help you manage your projects better. Keep tab on this space for more such round-ups and updates on our suite of project management tools.
Cheers,
Zoho Projects Suite
Recent Topics
Tip of the week #26: Import/ Export calendars in Zoho Calendar.
Any calendar on the web or calendars that you create in any other calendar application can be imported in to Zoho Calendar. This will help you to add the events from the calendars that you import to your Zoho Calendar. You also have the option to export
Add Zoho Forms to Zoho CRM Plus bundle
Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and
Social icons, open in new tab?
Hello, I have two social icons on my footer, Facebook and Psychology Today. Clicking on the Facebook icon opens a new tab, the Psychology Today icon does not. I would like them both to open a new tab. Am I missing a setting somewhere?
Real-Time Screen Annotation During Zoho Cliq Screen Sharing
Hi Zoho Support Team, Hope you're doing well. We’d like to request the addition of real-time screen annotation tools during screen sharing sessions in Zoho Cliq video calls. 🔍 What We're Looking For: The ability for the presenter—and optionally, other
Autofill address using smart fields mapped over the pdf document
Hi, I'm using mail merge to map smart fields onto PDF documents I plan to distribute for signing. I already have a Zoho Sign subscription. When mapping smart fields from the Employee form, I only see the permanent and current addresses which include the
How do I cap employee leave accrual
HI there, How do I cap an employee's leave accrual? The policy is that you accrue 15 days leave annually (1.25 days a month) and once you reach 15 days, you wont accrue more until you take leave. Thank you!
Open sub form from a button as a popup form
Is there a way within a form to use similar code as below to show a button in the form when clicked opens the subform for data to be added to the record being viewed in the form OpenUrl("#Form:<Customer_Delivery_Address>?<Delivery_Address>=" + input.ID,"popup
Dont have backup option in setting
Hi guys. I started using zoho book a week ago. I bought premium package yet I don't have backup option in setting. I hope anyone can help me find a solution. Thanks in advance
Making Tags Mandatory
When creating an expense, is it possible to make the Tags field mandatory? I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! Kevin
Is there a plan to integrate zoho voice with zoho books?
Hello, Is there a plan to integrate zoho voice with zoho books? Right now we are using the Twilio SMS integration into zoho books, but have recently decided to switch to zoho voice for calls and sms. Is there a plan to integrate zoho voice natively into
Pass variables to Zoho Desk via URL to create a fast new ticket landing page
We are integrating our phone system into Zoho Desk. Currently when a helpdesk agent answers the phone, a soft client opens a new tab with zoho desk at the new case page. https://desk.zoho.com/support/companyname/ShowHomePage.do#Cases/new We would like
Zoho Books Extension: What Happens If Custom Fields Already Exist?
When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,
Modular Permission Levels
We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other
Free Webinar on 21 January: Looking back at Zoho Mail in 2025
Hello Zoho Community! Curious about how Zoho Mail evolved in 2025? Wondering how these updates can make your everyday email work simpler? We’ve got a session you won’t want to miss. In our Zoho Mail 2025 recap webinar, we’ll walk you through the key features
Cliq Networks users can see all other network users contact information
Is there a way to hide user contact information from each user in networks? I would only like the users to see the admin's contact information, not other users. Network users information shared by default
Zoho Sheet - Printing - Page Breaks and Printing Customization
I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks
Missing the "Find & Merge Duplicates" choice
Hi, I am missing the "Find & Merge Duplicates" choice. I looked under the "More Actions" menu in Contacts, Accounts, Vendors, and Leads and it is not there. I have full permissions. Please assist me on finding this feature. Thanks!
OAuth integration issues
I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'
Marketing Tip #16: Ideal sizes and formats for adding images to your online store
Images can make (or break) your storefront experience. When your banners and product photos follow the right sizes and aspect ratios, your store looks cleaner, loads faster, and feels more trustworthy—especially on mobile. Here are recommended image sizes
Improve WhatsApp Module in Zoho CRM
The current WhatsApp module UI in Zoho CRM feels cluttered and complex, especially when handling high volumes of conversations. It would be great to enhance the WhatsApp module UI/UX by adopting a clean and simplified interface similar to Bigin CRM’s
Blueprint transitions on locked records
We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.
Enhance productivity with the revamped Zoho Sheet View
Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet
No OR Filter for Views with a Related Modules Criteria
We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between
Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
Chat to Lead
Can I convert a Chat to a Lead?
Limit maximum entries for subform - depending on fields entry
Hi Zoho! I have a form with a subform in it. I'd like to have limitation for the row number depending on an entry in a drop-down field in the main form (If the field in the main form is marked "Answer1" - Limit the entries to 1 row, if the field is "Answer2" to have 2 rows limitation, "Answer3" = no limitation at all) Can this be done? Thanks Ravid
Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)
Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use Case
Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options
Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When
Rebranding Options for Zoho One
We need the addition of rebranding and white-labeling settings directly within the Zoho One Admin Panel. This feature should allow organizations to customize the unified portal with their own logo, brand colors, and custom domain mapping (e.g., portal.company.com).
Tip #57- Accessibility Controls in Zoho Assist: Mobility- 'Insider Insights'
Remote support should be easy to navigate for everyone. For users with mobility-related accessibility needs, long sessions and complex navigation can be challenging. Zoho Assist’s Mobility Accessibility Controls simplify interaction through keyboard-based
Total Cost in reports showing zero
The image below shows my issue. The column Total Cost should show the cost to our company based on hours logged and the employee's rate. For instance, if the person working on Subtask 1 is paid 20/hr, then Total Cost should display $160 ($20x8 logged
To print Multiple delivery notes in batches
In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes
Invoices not arriving and mail server settings
I am having an issue where some clients are not receiving invoices. I have configured Zoho Books to send on my behalf and configured the appropriate SPF, DKIM and DMARC settings on my mail server and tested these as working. I get the CC'd copies so I
UPLOAD A CREATED PDF AUTOMATICALLY
Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !
Consolidated Department-wise Payroll Cost Summary Report
Hello Zoho Payroll Team and Community, I am writing to discuss a reporting requirement regarding department-level expense tracking within Zoho Payroll. As we scale and manage salary distribution for employees across multiple departments, such as Accounts,
How to remove chat icon from knowledge base?
I have set up a knowledge base to hold FAQs and documentation. It is currently standalone, and not integrated into our website. On every page there is a chat button in the bottom left corner that says "We're offline, please leave a message." How can I
[ZohoDesk] Improve Status View with a new editeble kanban view
A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
Automated Dismissal of Specific Notifications and Centralized Control of Toast Notification Settings
Dear Zoho Team, I hope this message finds you well. We would like to request two enhancements related to notification handling within Zoho Desk: Automatic Dismissal of Specific Notifications: Currently, when certain actions are taken in the ticket list
Show field in spreadsheet view depending on other field value
Hello. Not sure if this is possible but let's say i have spreadsheet view in Creator with four different fields Field A, B, C and D Then i have a field named Response which for one record could contain only one of the pre-definde choices below A, B, C
Intergrating multi location Square account with Zoho Books
Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.
Next Page