Combined Tasks and Issues View (Jira-Style Unified Workload)

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• Ram Freedman

  

• Monica P

  

• Sticky Posts

• Enhanced Collaboration and Global Web Tabs

  Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped

• Choosing the Right Automation in Zoho Projects

  In any project, different types of actions are needed at different points. Some projects require control on how tasks move, some require reacting to updates, and some require executing additional actions beyond the task. Automation in Zoho Projects is

• Introducing Version-3 APIs - Explore New APIs & Enhancements

  New Update - The end of life timeline for V2 APIs has now been extended to 30th June, 2026 Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better.

• CodeX Scripts for Enforcing Custom Project Logic

  Every organization has a defined way of executing projects. There are clear expectations around how tasks should move, when projects should progress, and which actions require validation. When these rules are consistently followed, projects remain structured

• Automation Series: Auto-create Dependent Task on Status Change

  In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup using

• Recent Topics

• Identify and clean hard bounce lists in Automation 2.0

  Hello. 1. I want to know how I can identify hard bounces in the lists I created to clean them before sending an email, given that the bounce rate has increased and it is necessary to clean the lists. 2. How can I exclude hard bounces and invalid emails

• Trigger workflows from SLA escalations in Zoho Desk?

  Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket

• Delete a department or category

  How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

• Zoho Webinar - Sharing System Audio (NOT AVAILABLE)

  Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications

• Lost the ability to sort by ticket owner

  Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?

• Cancellation Fees

  Hi, It really would be good if Billing could take subscription management further with cancellations & being able to apply or set a cancellation fee for a plan that is either fixed or prorated. It is not uncommon in subscriptions for cancellation fees

• Custom Field for Subscription

  Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription

• Zoho CRM Meetings Module Issues

  We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging

• Notes - Reaction Buttons

  Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read

• How to get the campaingns key?

  Reading the documentations of the API, I see that is necessary have the campaign key, but I don't see how can I get it. For example to get the campaign details we need to do the request: https://campaigns.zoho.com/api/getcampaigndetails?authtoken=[API Authentication Token]&scope=CampaignsAPI&campaignkey=[campaignkey] I have the API Authentication Token but I don`t see how to generate the campaignkey

• Unable to switch existing AWS RDS connection to DataBridge after moving RDS behind VPN

  Unable to switch existing AWS RDS connection to DataBridge after moving RDS behind VPN Hi everyone, I’m facing a problem with an existing Zoho Analytics setup and would like to know the best migration path. Originally, my Zoho Analytics connection to

• [Bug] WebAuthn passkey registration blocked on rpIds with TLDs longer than 6 characters (.accountant, .technology, etc.) — isValidDomain regex too strict

  Hi, Filing on behalf of an enterprise customer where Zoho Vault is deployed across the company. The Chrome extension blocks WebAuthn passkey registration on legitimate sites whose Relying Party ID (rpId) has a TLD longer than 6 letters. This affects every

• Native QuickBooks integration for Zoho CRM: Connecting sales and finance

  Greetings, I hope all of you are doing well. We're excited to announce Zoho CRM's integration with QuickBooks Web, which is designed to synchronize your CRM data with your QuickBooks accounting records and bridge the gap between sales and finance. This

• Syncing zoho books into zoho crm

  I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks

• ZohoBooks_add_expense_attachment Fails

  I'm working MCP in Claude to automate bookkeeping. Claude cannot seem to attach and reciept to an expense. The 'add expense attachment' tool is added to the server and enabled in Claude. I asked Claude to give me the calls he performed and this is what

• ZohoBooks_create_chart_of_account

  I'm setting up Claude to do my bookkeeping workflows using a Zoho MPC server I setup. He does not seem to be able to create a chart of account. The 'create chart of account' tool is added to the server and enabled in Claude. I asked Claude to give me

• Zoho Books Product Road Map

  I am planning to look into Zoho Books to maintain my Company's Account Books. Is the roadmap of Zoho Books Development available online? What happens if you product dies, without an export feature to other popular Accounting softwares like Tally or Quickbook. Are we going to be left in lurch? Do you have a product road map? Regards, Vishal.

• I want to delete the email but I can't.

  I want to delete emails but I can't, please help me. Thanks!

• Error while creating new user

• Zoho Mail is blacklisted on magicspam.com and spamauditor.org

  As of today, the same problem with the IP addresses 136.143.188.51 and 136.143.188.52 How long does it take them to clear their IP addresses? I've read on this forum that these IP addresses have been blacklisted for years. //////////////////////// This

• Unable to send emails from the delegated mailbox

  currently it's not possible to send emails from our delegated mailbox (just in our own name, our own mail-accounts) The permissions granted include "Send as," and we are also unable to delete delegated employees or add new ones. We can only add employees

• Change Password

  How can I reset OR Change the Passwords for the Whole Organization at Once as Administrator using Admin Console?

• Zoho Books bill pay option not available with zoho one

  Why isn't Zoho Books bill pay add-on not available for Zoho one customers not even as a purchasable option. I think this is very inconvenient for companies wanting to use this feature all in one system

• Support - what am I doing wrong?

  Hi Everyone - I'm a new user and looking particularly for a replacement mail service. I'm just a home user not a professional but I do look after half a dozen domains. Zoho looks lovely and I'd like to switch but just want to get answers to a few 'easy'

• Zoho Forms - Form Availability Redirect Option

  Hi Forms Team, It would be great if there was a redirect URL option on the Form Availability settings. For example, I would like to create a support form which is only available outside business hours and if the current data and time is not Mon-Fri 9-5

• Consider Making Printing Easier (UI)

  I'm using Zoho Analytics in much the way that it was intended when it was "Zoho Reports" - as a way to pull together information across several apps in the ecosystem. I have a dashboard that I need to run each week for every employee (change the filter

• Email Routing to Zoho from Cloudflare

  Hello, I'm new to Cloudflare, having had my domain hosted on Fasthosts and just used it for email forwarding. I'm looking for a little help to configure my email routing/hosting. I've looked at the documentation but haven't found exactly what I need to

• Emails

  Good Morning, Is anyone else experiencing emails bouncing back? Thanks,

• Secondary Reporting Manager permission level

  Hi, same time last year I was speaking to Zoho about the use of a Secondary Reporting Manager and certain challenges that I was facing. at the time, I was told that this functionality did not exist. I am still facing challenges, so I would like to ask

• アナリティクスで商談中のパイプライン(ステージ）の件数比較

  アナリティクスで商談中のパイプライン(ステージ）の件数を前週と前々週で比較したい。前々週の件数が更新することで変動してしまう。対象方法をご教授ください。

• why is my folder list is gone?

  Hi, All my email folders are gone, i cant found any email. could you please check it?

• Our ZOHO mail is not working

  ZOHO mail is not working for any of our company's employees. All are able to access it in mobile. But not in laptops as a app or in webpage. please help asap.

• Request to Release Email Aliases for Our Domain

  Dear Zoho Support Team, Greetings, We are currently configuring the email system for our organization in Zoho Mail and encountered an issue while creating several email aliases. When attempting to create these aliases, we receive the following error message:

• Changing Base Currency to USD (we are based in the UAE)

  Hello everyone, Good day. We are based on the UAE and our bookkeeping is in USD. I followed the online resource that I select the country first where the currency I want as base is native then later on changed the country once the whole setup is done.

• Error "The domain pinakajewels.com appears to be already in use in another organization. Learn More"

  Hi Team, I have the following account with zoho mail Organization ID: 644368849 This zoho mail account was earlier mapped to www.senacareese.com I no longer own the domain www.senacareese.com I wish to map www.pinakajewels.com to the same zoho mail account.

• Add personal Facebook to Zoho Social

  Hi. is there any way i can post to my business and personal Facebook and Instagram at the same time when I make or schedule a post?

• Option to Delete Chats in IM

  Currently, there is no option to delete any chats in IM, regardless of their source.

• Billing Status Update

  Hello Latha, I’m working on a new automation (deluge) to fulfill one of our requirements. In this automation, there is a step to update the Work Order billing status from “Not Yet Invoiced” to “Non-Billable.” I tried to find the API information relevant

• Please Enter Valid Amount

  Where to enter amount while importing file in journal.?

• How to create a custom motorbike rental contract based from the customer list and print it.

  I would like to enter the customers information and then print out the contract with there name and information needed. how can I do this. I have the Zoho Books only. I'm just starting. Thanks

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