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
Age Calculation
I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.
Search on Custom Field
We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have a
Sendmail function / custom action?
I've setup a function hoping to email various business departments the details of a record once all work in that record is complete so gone about setting up a custom action in such way that each record line on the report has a button to click. Question is how do I actually include data from that record in the email that is sent when the button is clicked? I had thought that since this were being sent per record the email would include the data which had been entered
API to post drafts for social media
I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
What impactful sales coaching techniques have you used to boost your team's performance?
I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learned
Adding Taxes to paid consultations in Zoho Bookings
I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,
Possible to bold or indent text in the description field?
As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this. Any information would be appreciated. Thank you.
Formatting of Balance Sheet and Profit & Loss Reports
The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or
UK MTD reports concerning turnover and cerash accounting
Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they are
Retainer Invoice.
Why ZOHO not have facilities to deduct partially advance payment from an invoice.
Share saved filters between others
Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
Kanban view on Zoho CRM mobile app!
What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
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
No practical examples of how survey data is analyzed
There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic
Zoho Creator as LMS and Membership Solution
My client is interested in using Zoho One apps to deploy their membership academy offer. Zoho Creator was an option that came up in my research: Here are the components of the program/offer: 1. Membership portal - individual login credentials for each
Adding Chargebee as a Data Connector
Is it possible to get Chargebee added as a Zoho Analytics data connector?
Webform & spam
Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks
Dropbox to Workdrive
Namaste, Trust you all are doing well. Wanted to check how this can be done with Zoho flow. I typically receive dropbox links from my clients. Is there a way where I can provide the link to Zoho flow and it downloads the files from dropbox link to a work
Deals by Stages Funnel not showing in correct order
Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in the
Confirmation prompt before a custom button action is triggered
Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
How to create auto populate field based on custom module in Zoho CRM?
Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification
Rich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
Office 365 and CRM mail integration: permission required
Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
Tables improvement ideas / features
Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one
Deluge - Can't get phone number SalesIQ
Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,
Zoho Desk - Community
As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.
access to quartz for my customers
Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/
Issue with Inline Images in Email Reply via Zoho Desk API
Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply
How to search a value stored in a subform?
Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,
Field Dependency Not Working on Detail Page in Zoho Desk
Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
How do the keyword critera work?
Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria
Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation
I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO
Improving Collaboration Features in Zoho Portal
Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we
Automated Shopify Emails Not Being Delivered
I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receive
Send a campaign to one recipient.
Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check if
Try FSM again for our business
We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.
Get Cliq Meetings in my O365 calendar
Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365
Issue with Zoho Help Portal – Tickets Missing or Not Answered
Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but the
DUNS & Bradstreet and Credit risk monitoring integration with Zoho books
Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses can
Zoho Forms - Form Rules based on attachment fields
Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in Rules
Next Page