Introducing Zoho Sprints 3.0 | Zoho Sprints

Zoho Sprints is consistently evolving in steady increments. The introduction of the latest version, with its enterprise level solutions, brings to you advanced capabilities that propel your agile efforts in the right direction.

Here's a quick glimpse into the features that come with 3.0:

1. Budget management: Manage your project finances efficiently through preset budget limits and continuous tracking.
   
   
2. Expense tracker: Spend judiciously through proper approval process in expenses.
   
   
3. Test management: Plan, organize, and manage your testing efforts in one place.
   
   
4. Custom module: Build unique modules from scratch to best suit your niche requirements.
   
   
5. Risk and opportunity management: Be prepared with risk mitigation plans and proactively seize new opportunities.
   
   
6. AI-based voice to text converter: Easily convert voice to text.
   
   
7. AI-based custom module builder: Use relevant prompts to build a module using AI.
   
   
8. AI-based subitem generator: Generate subitems with AI assistance.
   
   
9. Zoho MCP integration: Integrate with  the centralized Zoho MCP to perform actions through external AI vendors.
   
   
10. Zoho QEngine integration: Automate recurring test cycles and expedite your QA process.
    
    
11. JIRA integration: Simplify task and issue management between JIRA and Zoho Sprints applications.
    
    
12. Microsoft SharePoint integration: Access documents in Microsoft Sharepoint through integration.
    
    
13. Checklist templates: Reuse checklists by templatizing repetitive ones.
    
    
14. Tags and cluster tags: Create cluster tags to group labels for better categorization and refined search criteria.
    

Let's take a detailed look into each of these features.

Budget management

Define your cost and revenue budget preference in the Settings page. Pick the budget type based on project hours, project amount, release hours, or release amount. Define billing for project, user, item, or profile and set rates for user work hours. Specify planned value and threshold value to get notified when the budget exceeds these values. Select timesheet parameters to account for cost and revenue.

Using the capabilities within the budget module you can monitor budget utilization, forecast upcoming costs, estimate project revenue, and get sufficient insights for budget reallocation and future budgeting. Learn more

Expense tracking

Exercise control over your project's spending capacity by recording and tracking your expenses. Categorize expenses for proper accounts maintenance. Adhere to the built-in approval mechanism for judicious usage of the available financial resources. Learn more

Test management

Unify your testing cycle end-to-end within the confines of a single module: Plan, structure, and execute your testing process in one place.  Learn more

1. Create and manage test cases, group them into test suites, and execute test runs with ease.
   
   
2. View results, log defects instantly, and get visibility into test coverage and quality.
   
   
3. Use built-in automation to trigger emails and automate specific actions.
   

This sequential flow of testing from creating test cases to finding bugs and from bugs to incorporating fixes allows teams to test faster and release stable, bug-free deliverables.

Custom module

Build your own global and project level modules to intricately tailor them for your business requirements. This completely transforms the way you collect and process data related to your organization, pushing the boundaries of customization. Learn more

Custom module comes with generative AI support, facilitating intuitive module-building through appropriate prompts describing your requirements. The AI sources relevant custom fields into the module layout based on your prompts, substantially reducing effort.

Automation capabilities like webhooks and custom functions enable you to build a module equipped with workflows and automatic email notifications.

Risk and opportunity management

Record and track potential risks to plan and execute mitigation efforts that eliminate the risk impact at its nascent stage. Identify and monitor potential opportunities and execute action plans to convert them into meaningful business gains. Learn more

Risk and opportunity management is built around well-established quantification systems called risk and opportunity matrix. This allows for easy classification of the risk or opportunity level and the eventual impact. You can assess the attainability of an opportunity or the elimination of a risk through a series of steps.

The review and evaluation system ensures that the mitigation controls and action plans are on track and help achieve the intended goal of diluting a risk or promoting an opportunity.

AI-based enhancements

1. Generate text content from audio input with the help of AI in text editor. Learn more
   
2. Build custom modules using descriptive prompts. Learn more
   
   
3. Generate relevant subitems for work items using AI. Learn more
   

Zoho MCP

Enable secure interaction with LLMs through Zoho MCP to perform preferred actions using AI models. Learn more

Zoho QEngine integration

Resort to Zoho QEngine integration to automate your QA process. Certain test cases appear repeated throughout the product development cycle. You can manage those test cases by automating their test cycles through reusable code snippets. Learn more

JIRA integration

Reduce the hassles of cross-functional teams through seamless JIRA integration. Manage the tasks and issues in both Zoho Sprints and JIRA simultaneously. Learn more

Microsoft SharePoint integration

Enable your agile team to access documents maintained in Microsoft SharePoint from the entities within the associated Zoho Sprints workspace. Learn more

Checklist template

Do you have checklists that recur in multiple work items? Templatize and maintain those checklists to reuse them wherever needed. Learn more

Tags and cluster tags

Create and manage custom tags for labeling and organizing the entities in Zoho Sprints. The tags heightens your search capabilities with refined search criteria. Create cluster tags that serve as group tags to widen the scope of the tags. Learn more

We are positive that Zoho Sprints 3.0 is capable of expanding the limits of your agile team through various levels of automation, well-structured modular approach, sophisticated management tools, and nuanced functional enhancements.

Please let us know which of these new capabilities help improve your project management process. Convey your thoughts and opinions through comments and reach us at support@zohosprints.com for clarifications.

Thanks,

Zoho Sprints Team

• Topic Participants

• Neethinila R

  

• Mike

• Neethinila R

• NE

• Sticky Posts

• New in Zoho Sprints: Release Management

  Hello all,    We are excited to launch the next big feature on our roadmap - The all-new 'Release Management'. We can hear your 'WOW' and yes we're also happy to hit our next milestone. Agile as a concept strives in delivering a qualified outcome at the end of each iteration. This process will not only help hasten your delivery but can also stand as a potential to plan your next phase accordingly. Do you think these iterations are sufficient to run your projects?    For instance, if you have a big

• Introduce automation to your iterations with Zoho Flow

  We are delighted to announce that you can now connect your favorite project management applications and automate your workflows using Zoho Flow. The great news is, you don't have to spend your time or effort in coding complex integrations. Using Zoho Flow's drag and drop builder, you can effortlessly build customized workflows with triggers and actions. What is a Trigger? A trigger is an event that kickstarts the flow. What is an Action? An action is a task that the flow executes automatically. For

• Zoho Sprints - Your team is all set to sprint ahead

  Hello there, It's been a week since we launched the Zoho's only agile project management tool - Zoho Sprints. I guess you guys are loving it! Bringing agility to your team has never been this easy because you will be able to inspect, iterate, and adapt. You have a requirement; break it down into smaller units; get the work done in parallel; receive the deliverables in shorter phases called sprints. The best part of Agile is you get a chance to quickly respond to change and not stick to a fixed plan.

• Recent Topics

• Option to Delete Chats in IM

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

• Is it possible to make tags "required"

  We would like to be able to make the tag field a requirement for agents before they can close a ticket. This would help with monthly reporting, where a lot of tickets end up with no tag, causing manual work to go back and add the correct tag for each

• Showing the map along with mileage expense

  When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated

• ID:2406331

  Hello, I have sent the form (ID:2406331) but no answer after two days. This is a paid subscription, I am not allowed to use the eighth paid slot of 50GB email space anymore, only 7 are being used. Is anyone going to help me please so I can use the eighth

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• Approval Workflow for Purchase Orders Abrir

  The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can

• I would like to know wich person viewed the file

  I have a franchise and my Operative Manual is in WorkdriveI, the user can´t download but despite I know How many views the file had, I would like to know wich person viewed the file Is it possible? thank you

• Transaction Rule Matching

  Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following

• Zoho Desk - Event Calendar View

  Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need to

• Notebook on Mac: Fuzzy fonts in list view

  Hi, I am running Notebook on Mac OS 26. Generally it works fine, and the font display in the notes themselves is crisp. However, in the notes list (left of the open note) the font of the note titles as well as first lines is noticeable fuzzy. Attached

• 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

• Zoho CRM Email Templates 100% Width No Background How?

  Hi, On the Zoho CRM Email Templates in setup > customization > templates > new templates > I choose blank template, but still it puts in a gray background and a max width for the email. I just want to make an email that looks like an email I would send from gmail that has no background or max width. How do you do this? 

• ZOHO CRM Quote Export / Quote Report

  How can I either Export my quote list, or create a Report that shows all quotes AND includes the NOTES field in a column. I attempted to Run a Report which includes ALL FIELDS, however it does not include the Notes Field (but oddly does include the fields

• Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

  Release update: 1. 2 March 2026: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. 2. 26 March 2026: CA, SA, AU, JP, CN DCs - Free, Standard, Professional, Enterprise, Ultimate, CRM

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• Re-Apply SLA When Ticket Reopened from Closed Status?

  If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers

• Adding a Mark Up

  Can you use the discount column to be a mar up column on estimates and invoices?

• URGENT. Recovering email without eArchive

  Hello, I have deleted some email from my trash but do not have eArchive. Is it possible to recovery without this? many thanks!

• Subscription Statuses - Dunning

  How are other companies handling the scenario when customers don't pay and dunning takes over? Our issue is that in my situations, we want our customers to be able to catch up their late payments and continue their subscription after the dunning process

• Logo Doesnt appear on email

  Hi, 1. PROBLEM: mails sent to customer from zoho invoice ( Estimates and incoices etc.) Logo doesnt appaer on email. 2. SUGGESTION: there must be an option to select from google fonts if we want specific font to the pdf templates. thanks

• How to see Statement Details Shown in Unclassified Transactions in All Transactions?

  All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!

• Non-Avalara Tax Automation wtih Zoho Books

  We are paying a ridiculous amount for Avalara. Our team wants to make a change, but they're the only software fully integrated with Zoho. We also don't have the bandwidth to do this manually, so we do need some sort of automated software solution. We

• Migrating to the new outgoing webhook model in Zoho Connect

  Dear User, Outgoing webhooks configured across the Zoho Connect Integrations page, Zoho Flow, and Zapier will stop working after May 31, 2026. This is due to an upcoming upgrade to our outgoing webhook flow. This update is mandatory only for networks

• Create formula calculations in Assemblies for scaling quantities

  Something we have been encountering with our composite items is dealing with scaling of quantity of one or more items within the composite assembly relative to the number of complete units being sold. I.e. running the equation 2(n-1) on one of the assembly

• Lastest update

  The latest update to notepad has completely trashed all my notes. If I go to view it it just opens up a screen with a box with dotted lines around it for me to add something I can import saved nodes but you can't view them at all. Anybody else having

• Tip #67- Exploring technician console: Disable Input Devices- 'Insider Insights'

  Hello Zoho Assist Community! Picture this: you are in the middle of a critical remote session, carefully configuring a system or running an important update, and the customer accidentally clicks somewhere or types something that undoes your progress.

• What matters more in Zoho implementations: tools or system architecture?

  I recently worked on a full-stack migration for a catering equipment business using Zoho One with Shopify, and it raised a few interesting observations. The setup included migrating a large product catalog (around 9,700+ SKUs), integrating multiple supplier

• Facturation électronique 2026 - obligation dès le 1er septembre 2026

  Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

• [Webinar] Solving business challenges: One tool for documents, forms, PDFs, e-signatures, and more

  Hi Zoho Writer users, Most businesses rely on multiple tools, such as a word processor, form builder, e-signature provider, and PDF editor, for their document workflows. Managing multiple subscriptions, switching between tools, and moving data across

• Deposit on invoice

  I'm trying to figure out how to customize an Estimate to include a Deposit/Retainer Invoice line within the Estimate. I tried creating my own custom field called "Deposit" where I manually inputted the deposit amount, which was nice. However, my employer

• Zoho NOTEBOOK: What are file size restrictions?

  I understand that Zoho NOTEBOOK is a free product, and what it offers is great. But I'm wondering what the file size restrictions are. When I record an audio note in Zoho Notebook, what is the maximum length of recording time/audio file size? When I wish to upload MP4 video, what is the maximum video size I can upload per Zoho Notebook restriction? Moreover, does Zoho Notebook use its own storage structure, or can I upgrade my storage for Zoho Notebook to add larger file attachments, videos and audio

• Concern Regarding Stock Validation in Inventory Management

  Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, or

• Automation Series #2: SLA vs Supervisor Rule in Zoho Desk

  SLA vs Supervisor Rule: Keeping tickets on track in Zoho Desk This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations

• Zoho Recruit - Email Relay

  Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, Eka

• 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

• Notebook AI limits

  Hi folks, Working with the AI transcription tools in Notebook, on the Mac App, which I find quite handy, but the one thing I am struggling with is the inability to either edit or copy the results of the transcript: I can't click in any of the boxes, and

• Disappointment with Zoho Payments

  Dear Gowdhaman, I am writing to inform you that I am removing Zoho Payments from my website. I cannot continue to disappoint my customers due to the lack of UPI support, as has been the case with my experience so far. Please note that the 0.5% transaction

• Zoho Commerce B2B

  Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show

• Exporting All Custom Functions in ZohoCRM

  Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way

• Rename system-defined labels in Zoho CRM

  Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from

• Next Page