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.
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
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
Recent Topics
CRM: hosting a single html file in Zoho and displaying it as a widget
I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But I
Keep Converted Leads
How do I keep the converted leads in the Leads Module after conversion (converting it to account, contact, deal). I want to add it in a converted stage in the leads module in order to get a report or dashboard and see all converted leads from my pip
Customizing Global Search Settings for All Users
Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show the
Zoho CRM Kiosk issues
Firstly this is for a system on the AU servers if that makes a difference. Issues are as follows (For Kiosk): 1. Re-ordering fields in the screen builder is broken. The fields seem to be re-ordering themselves, unless you order everything by moving the
Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
Introducing Formula Fields for performing dynamic calculations
Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This
From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
Tip of the Week #77– Stay informed of the activities happening in your organization
Whenever a message is handled in Zoho TeamInbox, every action is recorded in the Activity Log. This ensures you always know what’s happening across your teams and inboxes. To access it, simply click the Audits icon on the left pane’s top bar after logging
Let us add Lookup fields in the Blueprint Transitions
We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selected
Zoho Logs - Not seeing logs since 30 Nov
Hi, we have a few functions running, I am testing some new ones and noticed that although I can see executions, I cannot see any logs, even when the first line on the functions is a log. I reviewed some existing functions, one of which is invoked on a
How do I create an update to the Cost Price from landed costs?
Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product
Checkbox Field Mapping Zoho Forms to Zoho Sign
I have an application that will be filled out via Forms that I am mapping into a PDF Filler on Zoho Sign. I need to have a series of checkboxes mapped to the corresponding fields in Sign and I only see single checkboxes available via the mapping, though
How to change Zoho Vault password
I am searching where I can change the Vault Password after having changed the Zoho account password. I don't see this option anywhere in my account. It should be simple and accessible! Please help. Thanks!
Zoho Workdrive - Communication / Chat Bar
Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague
Prefered Bin Missing in android APP
Andoroid app dosent show preferred bin in the picklist. The workaround support reccomend is to use the computre to create the picklist. it shuld be information to be shown aas basic for the pciker.
When Marking a Multiple Choice Answer Exclusive - Not Following My Survey Disqualification Logic
Using a multiple choice (many answers) question and I created survey disqualification logic that was working as intended. My question: Disqualification page logic is: If (QUESTION) is "any one of the following" then (OPTIONS) - a custom message populates
Where to Add Machines as Products to Map with Assets in Zoho FSM?
implementing Zoho FSM for a clinical equipment supply company. The business sells and installs clinical machines in hospitals and clinics, and they also handle service requests, scheduled maintenance, calibration visits, and general machine upkeep. In
Changing Department often causes the Firefox tab to freeze
Title, it doesn't seem to happen with neither Opera nor Chrome. And even in Firefox, sometimes it just lets me change the department I'm in no problem, even to All Departments which is probably the most, like, resource heavy? But most of the time, the
Show Zoom Link in Recipient's Calendar
We set up meetings within a record, selecting the "Make this an online meeting". We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this
Creating multiple CRM leads from a Zoho Forms subform
Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform
Passing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
Zoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
Zoho Bigin - should be able to link a "contact" to multiple "companies"
Hello Support, I called into telephone support and was told that a contact can only be linked to one company. We have situations were director are contacts of and directors of multiple companies so that seems a basic weakness in Bigin. When go to add
Does Thrive work with Zoho Billing (Subscriptions)?
I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
Open a record to edit based on another form being edited
Hi all, I am trying to edit a record based on another record being edited. It works out like this: When I create a Monthly_Update and then submit I open the Monthly_Levels form and pass the ID from the Monthly_Update to a field called mu. I want it to
Radio button data won't update
Wondering if anyone is experiencing the same problem. I tried bulk updating our data on Zoho Creator using API and noticed that the radio button field wasn't updated. I have tried updating it manually, it didn't work. When I tried updating a text field
Register the 'Contact Role' addition and change as a Potential edition so it can trigger Workflows
We are trying to use "Contact Roles" in Potentials. Contact Roles are special and different than the other Related lists, so, it may have a special behavior. Something to keep in mind is that you will never have 100 Contact Roles as you can have 100 Tasks, Calls, or any other Related list. In our case we will have 2 in average and up to 4 or 5 maximum. The problem is that we need to bring information from 3 key Contact Roles to the Potential and adding a Contact to the Contacts Roles area never trigger
Synchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM
Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user should
Using a CRM Client Script Button to create a Books Invoice
Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the
Accessing shared mailboxes through Trident (Windows)
Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
Introducing Global Sets for easy management of similar picklists in CRM
[Update | Sep 2024] We've increased the maximum count limit for global sets. These new limits are now live for AU and JP data centers and will be gradually opened to all. Please check this link for the updated limits. Latest update (December 2025): You
Uploading a signed template from Sign to Creator
Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
MCP > Creator connection failing with Claude
I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receiving
No Ability to Rename Record Template PDFs in SendMail Task
As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
New in CPQ: Smarter suggestions for Product Configurator by Zia, and additional criteria in Price Rules
Hello everyone! CPQ's Product Configurator in Zoho CRM allows sales teams to define structured product bundles through configuration rules, ensuring that the right product combinations are applied consistently in quotes. Admins set up these configurations
Feature Request: Dynamic Dimension Control for zc_LoadIn Popups
As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from a
Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments
We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,
Process between CRM and Campaigns to ensure double opt-in contacts?
I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the
Zoho Books - New Interface keep details with PDF View
Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between
Next Page