Project Management Bulletin: Q1 2025

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 Zoho Projects, Zoho Sprints, Zoho BugTracker, and our newest addition—Zoho Projects Plus. You're invited to join in on the discussion and share your project management stories with us!

Let's jump in.

Idea

Our brand new launch: Zoho Projects Plus

Meet Zoho Projects Plus, a hybrid project management software solution that supports teams using waterfall, agile, or a mix of both. Designed as a comprehensive platform for data-driven insights, it helps you harness the combined power of Zoho Projects, Sprints, Analytics, and WorkDrive. And of course, our in-house AI assistant Zia is always ready to help you work smarter.


Featured videos on Zoho Projects Plus

      

Quote

PM spotlight

Have you ever wished your project tools were more inclusive and accessible for every team member?

We've got it covered! Zoho Projects now includes accessibility options across key features to ensure a more intuitive experience for all users. Read more about accessibility

Key releases this quarter

Zoho Projects rolled out major features this quarter:
  • Power BI integration: Sync your project data with Microsoft's advanced analytics tool. Create dashboards and reports to visualize progress and share them with your project stakeholders.
  • Revamped APIs: We've introduced new additions, sample inputs and responses, and an easy-to-use interface. Access our complete API documentation and read our announcement to learn more.
  • Invitation templates: Set up reusable templates with custom messages to invite portal and client users to your projects.  
View the complete set of updates for this quarter in this announcement.
 
Zoho Sprints had a valuable quarter with a bunch of new releases. Here are the top three features:
  • AI integrations: Connect with Zia, OpenAI, Google AI Studios, Cohere, and Anthropic to simplify your discussions and enhance your technical reviews.
  • Meeting Bridge: A centralized platform for third-party meeting services, this integration provides a list of curated services that meet your unique needs.
  • Layout rules: Customize item layout based on specific conditions and automate field behavior in that layout.
 
We've also introduced weekly logs, data import from Trello, and more. The entire list of updates for this quarter is available in this announcement.
 
 

Solution corner

Our solution expert team creates custom functions on demand to meet your unique requirements. Here’s a curated list of the top five custom solutions developed this quarter.
 
1. Auto-approve pending time logs

One customer needed a way to automatically approve pending time logs during the first week of every month. We built a solution using schedule functions, where custom functions can be executed hourly, daily, weekly, or monthly. The code for achieving this requirement is available in this post about pending time logs.
 
2. Auto-generate an invoice after task completion

We received an interesting request where the customer wanted to automatically generate an invoice once all tasks in a milestone were completed. We created a custom function that connects Zoho Projects and Zoho Books via their APIs to automate the process using task workflow rules. Check out this post about invoice generation to view the script we created.
 
3. Schedule a meeting when a task is created in Zoho Projects

A power user leveraging the integration between Zoho Projects and Zoho Meeting wanted to automatically schedule a meeting upon task creation. The task’s start date and time was used to schedule the meeting, with a default duration of one hour. Refer to this post about meeting scheduling to see how we used task custom functions and workflow rules in Zoho Projects to achieve this.
 
4. Auto-create checklists on task creation

Checklist for Zoho Projects is an extension that lets you create a set of to-do lists for your tasks and issues. One of our customers wanted to add a specific checklist from the template when a new task was created. Here’s the custom function code we created.
 
5. A smart approach to task workflow automation: Preventing infinite loops

We tackled a common issue—infinite loops caused by task workflow rules and custom functions—with a smart solution. Here's a detailed post on the use case, solution, and implementation steps.
 
Alert

Project management meetups

Agile India 2025

We exhibited Zoho Sprints at Agile India 2025, held in Bengaluru from March 25 to 27. It was an ideal platform with thought leaders and agile experts assembling to discuss the current landscape of agile practices and its future. We engaged with a lot of agile enthusiasts and exchanged ideas and perspectives that we could translate into practical solutions. Learn more about Agile India

Upcoming: Zoholics USA (May 13 to 15, 2025)

For the first time ever, Zoho is bringing Zoholics to Houston this May! From expert-led sessions to hands-on workshops, this event is power-packed. You can expect dedicated project management announcements and stalls hosted to communicate, learn, and empower teams with our project management suite. Grab your slots today!

We hope all our new additions and enhancements help you manage your projects faster and smarter. Keep tabs on this space for more round-ups and updates on our suite of project management tools.
 

    • 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

    • Build A Happier Workforce With Zoho People

      The success of an organization depends on its people. Therefore, a comprehensive and cloud-based HRMS software is an integral part of the IT ecosystem for the business. With a wide number of key modules to define the structure of an organization, manage

    • Record Payment - Auto Populate Amount as payments are selected

      When recording payments you have the option of clicking on "Pay in Full" next to the bill which automatically adds the total at the bottom of the page next to "Amount used for payments" but this should also auto populate / update the total at the top

    • Free Methods to Convert PST to MBOX on Mac & Windows

      Converting PST files to MBOX is often needed when moving Outlook mailbox data to email clients such as Thunderbird, Apple Mail, or other MBOX-supported applications. The process can be different on Windows and macOS, and free methods may involve several

    • How to import PST files in Office 365?

      You can import PST files into Office 365 using native Outlook applications, the Microsoft Purview network upload method, or specialized third-party migration tools. Choosing the right method depends on whether you are migrating a single mailbox or executing

    • Project Change Orders and Additions

      We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out

    • Support Recording Payments in a Different Currency Than the Invoice Currency

      We would like to request the implementation of a feature that allows users to record customer payments in a currency different from the currency of the original invoice. Current Limitation in Zoho Books Currently, if an invoice is issued in USD, Zoho

    • Customer Statement Showing Incorrect Negative Balance Due to Unused Advance

      Dear Zoho Support Team, We are facing an issue with the Customer Statement in Zoho Invoice related to customer advances/mobilization advances. The issue is that when a customer has made an advance payment that has not yet been fully utilized against invoices,

    • 【10/15・残席わずか】Zoho Championに学ぶ！Zoho Campaigns メール配信の基礎・活用勉強会

      皆さま、こんにちは。ゾーホージャパンの中野です。 10月15日（木）、Zoho コミュニティ初となる「Zoho Campaigns メール配信の基礎・活用勉強会」をオンラインで開催します！ 今回の登壇者は、Zoho の導入・活用支援に豊富な経験を持つZoho Champion の岡安 裕一さんです。 「一斉配信はできるけれど、現在の設定や運用が正しいか自信がない」 「Zoho CRMとZoho Campaignsのどちらから配信すればよいか分からない」 「リストとセグメントの違いや、配信停止の扱いを整理したい」

    • Email Forwarding to Zoho Desk Failing After Migration from Gmail to Outlook (Microsoft)

      We recently migrated from Gmail to Microsoft Outlook. Since the migration date, emails sent by our customers are no longer being received by Zoho Desk. I tried setting up the email forwarding rules in Outlook similar to what we had in Gmail, but it still

    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

    • WorkDrive API: allow the modification time to be set when updating an existing file (x-last-modified-date is honoured on create, ignored on update)

      Hi, I contribute to the Zoho WorkDrive backend of rclone, the open-source sync/copy tool. I would like to raise one specific, narrow API gap that currently makes reliable syncing to WorkDrive impossible, and ask whether it can be addressed. What already

    • WhatsApp Coexistence

      Hello, please implement WhatsApp Coexistence, we need to track staff whatsapp chats on their PC and they need to be able to use WhatsApp on their mobile in around the office and warehouse, as we video call customers and send them product pictures. Thank

    • Kiosk / CRM Timezone Oddity

      I grant you this is much easier to see than to explain, and snapshots here won't help much and I don't want to snapshot my record anyway in a forum, so bear with me... Effectively... As there had been discussions on times coming through in different timezones

    • Restricted Account - "This user is not allowed to add in Zoho" - citbinvestment.com.

      Hi Zoho Support Team, I am attempting to set up user mailboxes for my domain citbinvestment.com, but I am receiving the following error: "This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details." > My MX, SPF,

    • 👍 Zoho CRM's Notes now gets Reactions and a new look

      Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, express

    • Contact Sharing: Hide email alias from global address list

      As the superadmin, I would like to hide my domain aliases from appearing in the global address list. Currently, my end users can see all my aliases. The aliases also appear as type-in addresses when composing a new email. This is a potential security

    • Zoho Projects - Linking CRM Deals to Projects via API without sending customer contact email invitation to project portal

      We are using the Zoho CRM and Zoho Projects APIs to automatically create a project in Zoho Projects and then associate that project with the relevant Deal in Zoho CRM. The API process is working in that the project is created successfully and appears

    • Incorrect Currency Shown

      On Bills, each line shows the rate in the wrong currency (home currency).

    • Ability to filter services and parts based on a field in the Work Order

      Hell FSM team, We have a customer with 2 value streams using Zoho FSM. Each value stream uses different products, at different price point. Currently, all of the products are accessible when creating a work order and modifying a service appointment, which

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

    • [Free webinar] Beyond prompt-to-app: Vibe coding with Zoho Creator | Creator Tech Connect (October 2026)

      Hello everyone, We are excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar consisting of purely technical sessions, where we dive deep into

    • Zoho Recruit Staffing version Interview using Zoho Meeting

      I would like to understand whether Zoho Meeting has a native integration with Zoho Recruit – Staffing Edition. As of now, I am unable to find the native Zoho Meeting integration within the Staffing Edition of Zoho Recruit. Could someone please confirm

    • Payroll needs to automatically remit taxes, not just give me the calculations

      Wagepoint, PayEvo, Waveapps, etc... All your competitors deposit employee payroll, but they ALSO remit taxes automatically. Get with the program, your Payroll app is extremely sparse.

    • New enhancements to user management

      Hello everyone, We're excited to introduce a few enhancements to user creation and user preferences in Bigin! These updates give administrators more flexibility while inviting users, and give users more control over how their data is displayed. With this

    • Public dashboard table does not load in mobile view - TypeError reading 'viewType'

      Our public dashboard links have worked for years. We made no changes. Now the table widget does not load on mobile browsers. It loads fine on desktop, and it loads on a phone when we use "Request desktop site." Chrome DevTools shows this error in mobile

    • Cannot format "start date" field in Zoho Flow

      I am trying to recreate a flow that connects Inventory package creation to Zoho projects (where a task is created in a defined project). I've been able to troubleshoot everything EXCEPT the date fields; specifically the "start date" - which is quite important

    • Bank Transactions page shows too few transactions due to large header area

      In the Banking → Uncategorized Transactions screen, a lot of vertical space is being used by the account header, balance details, tabs, buttons, etc. Because of this, on a normal desktop screen I can see only around 2 transactions at a time, even though

    • Zoho Mail Android app update (v3.6.5) - Enhancements in Email Composer and Google Meet support

      Hello everyone! We are excited to introduce new enhancements in the Zoho Mail Android app (v3.6.5). Let's dive into what's new. Drag and drop email addresses between recipient fields You can now drag and drop the email addresses across the recipient fields:

    • Migration from QuickBooks to Zoho Books for the U.S. Company

      Is there any automation tool available to migrate data from QuickBooks to Zoho Books for a U.S.-based company? If yes, could you please provide the details?

    • Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México

      Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México Hola equipo de Zoho, Durante los últimos meses he observado una necesidad recurrente entre varios clientes en México relacionada con el cumplimiento fiscal del

    • Introducing Zoho Key Service, a simpler way to access LLMs without API keys

      Available in the Professional, Enterprise, and Ultimate editions in the US, IN, AU, JP, and CA DCs. Hello everyone, We are excited to bring Zoho Key Service (ZKS) in Zoho CRM, a simpler way for organizations to access and use third party LLMs. You can

    • Single Folder Archival in Zoho Mail

      Dear Zoho Mail Community, Have you noticed and wondered what the banner is about in your Zoho Mail's Archive Policy Settings? In Zoho Mail, users have traditionally archived emails to keep their inbox and active folders clean. While this helped reduce

    • Trigger Workflow Rules from subform row actions

      Hello all, Previously, workflow rules could only be configured at the module level, which meant subform data had to be tracked and managed manually. With this update, workflow rules can now be triggered directly by actions within subform rows, giving

    • Create a single record from multiple images with ICR

      Hello all, Zia's Intelligent Character Recognition can now create a single record from multiple images. Users can upload up to three images at once, such as an ID, a passport, and a business card, and Zia will extract the relevant information from all

    • Free Plan mail accounts details

      In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com

    • can not use my zoho mail

      i bouht domain( avta group.com) and set up mail(Avtar@avta group.com) but i cannot receive or send emails . can you please help out.

    • Display Issues

      Hello, Our company just changed General Managers and the other one was the super admin. Since deleting his profile and making our new General Manager the super admin there have been ongoing issues. One in particular, is when creating estimates, sales

    • Introducing Night Mode for Zoho Recruit [BETA]

      Late-night hiring sessions? Long hours reviewing resumes? We heard you. Night mode [BETA] is now available in Zoho Recruit, giving you a cleaner, more comfortable workspace that’s easier on the eyes while keeping the focus on what matters most: hiring.

    • Unblock ME

      info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storage

    • Zoho Calendar integration for Bigin

      Hello everyone, We're excited to introduce Zoho Calendar's integration in Bigin! For a while now, users have been able to sync events in Bigin with Google Calendar and Outlook Calendar - but with this new topping, it syncs with Zoho Calendar as well.

    • Next Page