Project Management Bulletin: October, 2025

Project Management Bulletin: October, 2025



Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management tools, and also evolved with the upcoming trends with Zoho Sprints: our Agile management solution and Zoho Projects Plus: our hybrid management platform.
 
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.
 
Idea

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
 
Here’s how we implemented this with custom fields, custom functions, and workflow rules.

Alert
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

    • Sticky Posts

    • Project Management Bulletin: Q1 2025

      The first quarter of 2025 has flown by! Here at Zoho, we're pausing to appreciate all the goals we've hit so far. With this momentum in mind, we're excited to share our first edition of the Project Management Bulletin, where we'll discuss highlights from
    • Catch Zoho Projects' New Video Series!

      We have a refreshing update! Zoho Projects' How-To Video series is now live on Zoho Projects' Help page! The video series intends to provide significant information about Zoho Projects' features and solutions that would help users make full use of Zoho
    • Resource Utilisation is now Workload Report

      On behalf of the team, I am thrilled to share a significant transformation in one of our pivotal features – the current 'Resource Utilisation' chart is now reborn as the more versatile and insightful 'Workload Report'! It is not about just the name change.
    • Business Hours, Skip Weekends and Holidays

      After taking the customer requests to heart, I am glad to share with you about the launch of the much requested and awaited feature - Business Hours, Skip Weekend and Holidays. I know this feature is going to be a big one with way it helps you in organizing your work. You can select the preferred business hours, holidays and working days under Date Format & Business Hours settings. The benefits you will enjoy out of this feature are: Customize your holidays Organize your work better Enhanced recurrence
    • Deprecating Support for Authtokens in Zoho Projects

      Dear Users, Authtokens and OAuth are currently used to authorize third-party applications to access Zoho Projects. However, going forward we will not be supporting authtokens. This means that effective 1st December, 2020, you will no longer be able to
    • Recent Topics

    • Client scripts for Zoho Books ?

      Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function
    • Uplifted homepage experience

      Editions: All editions. Release Note: Available in CA and SA DCs (Standard, Professional). Hello everyone, Creating your homepage is now much easier, more visual, and more impactful. Until now, your homepage allowed you to display custom views, widgets,
    • Unable to produce monthly P&L reports for previous years

      My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create
    • Crossbeam

      Does anyone use Crossbeam with their Zoho CRM? I'm looking for a way to import Crossbeam partner leads into Zoho CRM. If so: - What's your experience been like? - Are you able to automatically import Crossbeam leads > Zoho CRM? How? - What doesn't work
    • Access forms within a form

      I have multiple forms that I would like to create access to for users within one form. Example: I have forms A, B, C, D. I would like to create a form with the links to forms A, B, C, & D. That way we can send one link and then the user can select the
    • WorkDrive issues with Windows Explorer Not Responding

      We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere or
    • Issues with Actions By Zoho Flow

      Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.
    • Fill Mail Merge document up with subform fields of an Inventory module record being in the Related List

      Hi, I try to insert subform fields from an inventory module record being on the Related List of another inventory module record into a Mail Merge template without success. For example: we use ratecards in licensing and this ratecard items are available
    • Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

      The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency
    • Better use of contacts

      Zoho inventory has the ability to add multiple contacts to customers. However Zoho inventory doesn't currently provide a way to link a contact to objects like sales orders. This means that while you can tell what company has placed a sales order you can't
    • How can we add products using a Wizard?

      We want to create a Wizard to add products. Why is there no possibility to use the products module when creating a wizard?
    • Orphan email alias blocking user creation – backend cleanup required

      Hello Zoho Mail Support, I´m unable to assign or create the address xx@iezzimatica.ar in my organization. Current situation: Alias cannot be assigned to any user (system says it is already in use) New user with this address cannot be created Address does
    • Direct Access and Better Search for Zoho Quartz Recordings

      Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays
    • Ensure Consistent Service Delivery with Comprehensive Job Sheets

      We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
    • Something wrong with client script??

      Someone have the same feeling? Client script behavior become very strange..
    • API 500 Error

      Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":
    • Polish signer experience to compete with docusign

      I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve the
    • how to change the page signers see after signing a document in zoho sign

      Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!
    • Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour chers utilisateurs, Le premier mois de l’année est déjà derrière nous ! Découvrons ensemble comment s'est passé janvier pour Zoho Community France. Nous avons démarré le mois avec une nouvelle intégration entre Zoho Desk et Zoho Contracts. Cette
    • contact support

      I have 2 request for a phone call and not received one call as promise!
    • Can we fetch Deal owner and Deal owner email with COQL?

      While fetching deal deatils with coql api and while fetching deal owner name and email it is just giving owner id not ginving name and email https://www.zohoapis.in/crm/v2/coql
    • Zoho Social - Cliq Integration / Bot

      Dear community / zoho, I am looking for a way to create a bot within Zoho Cliq to update my colleagues about our Zoho Social activities. For example, if a new post is published, it would be great if this post automatically would be shared in our social
    • Comment to DM Automation

      Comment to DM automation feature in Zoho Marketing Automation, similar to what tools like ManyChat offer. Use case: When a user comments on a social media post (Instagram / Facebook), the system should automatically: Send a private DM to the user Capture
    • Send / Send & Close keyboard shortcuts

      Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
    • Handling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp

      We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsApp
    • Webinar - Getting Started with Zoho LandingPage

      Want to launch landing pages that support real marketing goals? This webinar is designed to help you understand the role landing pages play in your overall campaigns and how they contribute to lead generation and conversions. During this session, you’ll
    • Increase Round Robin Scheduler Frequency in Zoho Desk

      Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
    • Zoho mail to contacts and leads, but not to accounts?

      We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient
    • Marketing Tip #19: Upsell on product page to increase order value

      Upselling doesn’t have to feel pushy. It can actually feel helpful when done right. Think "people also bought", upgrades, add-ons, or complementary items. A smart upsell increases your average order value and improves the customer experience by making
    • CRM limit reached: only 2 subforms can be created

      we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Anonymous User I've read about imminent increase of other components (e.
    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
    • オンライン勉強会のお知らせ Zoho ワークアウト (2/19 参加無料)

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら(無料) https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベント「Zoho
    • Removing Tables from HTML Inventory Templates - headers, footers and page number tags only?

      I'm a bit confused by the update that is coming to HTML Inventory Templates https://help.zoho.com/portal/en/kb/crm-nextgen/customize-crm-account/customizing-templates/articles/nextgen-update-your-html-inventory-templates-for-pdf-generator-upgrade It says
    • Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

      Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho
    • How do i move multiple tickets to a different department?

      Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?
    • Let us view and export the full price books data from CRM

      I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
    • Set Default Status of Assembly to "Assembled" When Entered in UI

      I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some
    • How to apply customized Zoho Crm Home Page to all users?

      I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
    • Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

      Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoice
    • Enrich your contact and company details automatically using the Data Enrichment topping

      Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging
    • Next Page