Project Management Bulletin: August, 2025

We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus, a hybrid project management platform. Thanks to you, our amazing customers, our journey just keeps getting better!

 

Moments from our 19th year celebration

With that, we are bringing you the recent advancements in our PM suite of tools--Zoho Projects, Zoho Sprints, Zoho BugTracker, and Zoho Projects Plus. Let’s go!

 

Did You Know (DYK) series

We are excited to share that we’ve started a DYK series in Zoho Projects Community that aims to familiarize users with the detailed functionality of certain powerful features or enhancements in Zoho Projects.

 

Here’s our first article: DYK 1 - Color Palette for Enhanced Visual Identification of Status 

Zoho User Group Meetups in Middle East and Asia

We are discussing ‘The essential pillars of effective project management’ at our upcoming user group meet-ups. Check out our complete agenda and book your slots here:

• Cape Town on September 16, 2025
  
• Riyadh on September 16, 2025
  
• Dubai on September 18, 2025
  
• Johannesburg on September 18, 2025
  
• Nairobi on September 23, 2025
  

 Looking forward to meet you all!

  

PM Spotlight

Are you facing challenges in tacking the business hours of your global workforce working across geographical timelines with different holiday schedules?

 

Zoho Projects has got you covered with user-based business calendar to set different business hour schedules for people working across geographies, associate users with them, and manage holidays using holiday lists. Read More

Key releases

Zoho Projects has introduced some user-centric and customizable features like:

• Layout Rules for Issues: Users can now change the property of issue fields based on matching conditions or view specific field values based on the value selected in another field configured in the issue layout. 
  

• Associate Existing Tasks to Users from the Workload Report: Managers can now allot existing tasks to new owners as per their workload or expertise right from the workload timeline. 
  

• Sync Preferences for Zoho Books and Invoice integrations: You can choose the fields to be synced for Projects, Tasks, Issues, Timesheets, & Users modules in Zoho Books and Invoice integrations. 
  

• Timesheets are now Time Logs: We've renamed Timesheets to Time Logs for easier comprehension of the individual time logs submitted by users for approval.  

 

Additionally, we’ve renamed Client Company to Customers, included filters in timesheets, improved our recycle bin, added colour code to modules, brought in quarter day time-off, and introduced reactions in comments.

 

 

Zoho Sprints has rolled out a couple of extensions and other features like:

• Xero Integration: Sync your project log hours with Xero and create invoices for work items, timesheets, or projects. 
  

• Share Work Items: You can now share work items across different projects or with users outside your project. 
  

• Estimation Planner extension: This extension allows assignees to vote on estimation points for each work item and automatically updates the final estimation point based on the Estimation Factor defined by the sprint owner. 
  

• Set Budget for Projects: Monitor your project’s expenses and compare them against the planned budget using the budget dashboard. 
  

Productivity Tips

We post periodic tips and tricks to efficiently use our features. Here's a compilation of the latest tips:

• Set Conditional and Dependent Rules for Issues in Zoho Projects
  
• Set Custom Business Calendars and Holidays for Global Teams in Zoho Projects
  
• Restore Trashed Records Anytime Within 30 Days in Zoho Projects
  
• Upcoming Changes to the Timesheet Module in Zoho Projects
  
• Share work items across projects and users in Zoho Sprints
  
• Integrate Zoho Sprints with Xero to manage your financial operations
  
• Zoho Projects Plus for the healthcare industry
  
• Water-Scrum-Fall approach for finance institutions with Zoho Projects Plus
  

Solution Corner

Our solution expert team creates custom functions on demand to meet your unique requirements. This time, we received a lot of requests based on internal integrations with Zoho CRM, Zoho Books, and Zoho Cliq. Here’s the complete list:

 

Auto-update deal status in Zoho CRM upon project completion

A power user of Zoho CRM and Zoho Projects has been creating projects in Zoho Projects from the Deals module in Zoho CRM. Now, they require the deal status to be updated as ‘Closed Won’ in Zoho CRM, when the project is completed in Zoho Projects. We suggested Task Custom Functions along with Project Workflow Rules to achieve this. Check out this post for the script.

 

Auto-populate integration field in projects with Zoho CRM data

One of our customers has been creating projects from the Accounts module in Zoho CRM where the associated account is automatically added as the client company in Zoho Projects. They require to display the Account information within an integration field in the Projects List View. Here’s the custom function we created for this requirement.

 

Broadcast the daily time log summary to Zoho Cliq

We received an interesting requirement to calculate the total time logs added by each developer and deliver them as a message in a specific Zoho Cliq channel, along with the developer's name and email address. If you have a similar requirement, check out this script.

 

Merge, edit, and share Zoho Writer documents from Zoho Projects

We got this unique requirement from one of our customers: Obtain data from Zoho Projects and fill them into a predefined template in Zoho Writer. Now, generate this as a fillable document and share the document link with a designated user, either specified within Zoho Writer or Zoho Projects. Also, allow the unfilled fields to be completed by the recipient.

If you have a similar requirement, refer to the custom function code in this post.

 

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 tabs on this space for more such round-ups and updates on our suite of project management tools.

 

Cheers,

Zoho Projects Suite

• Topic Participants

• Saranya Baskaran Lakshmi

  

• Ekta dalal

• Saranya Baskaran Lakshmi

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