Greetings everyone!
The first set of updates has been rolled out for 2025. Many exciting features have been introduced to enhance usability and streamline your project management efforts while using Zoho Sprints. This quarter was focused on releasing key features like Meeting Bridge integration, Trello Import, AI integration, and layout rules, along with various important enhancements.
This set of updates provides you with the following capabilities:
- Create and apply layout rules
- Configure automated reminders
- Associate entities with OKRs
- Import data from Trello
- Add weekly logs
- Configure Meeting Bridge
- Leverage generative AI assistance
- Customize sender email address
- Use the workspace name as the domain
- Assign users groups to OKRs
- Copy the comment URL
Apply layout rules
With the introduction of layout rules, the customization of your work item layout is greatly improved. Using layout rules allows you to customize the item layout based on specific conditions and automate the behavior of the fields in that layout.
After the release of layout rules, additional enhancements were released to increase the number of trigger actions that are supported for a rule and cross validation of layout rules. The limit for trigger actions was raised to 200 irrespective of the number of primary conditions and subconditions. When a field value has a layout rule executed and that value meets another condition in another layout rule, the latter will also be executed.
Learn more
Set up automated reminders
Automation in Zoho Sprints now equips you to set up automated reminders to be sent out on a daily basis. You can pick the users who must receive a particular notification and refine the work item-related information that needs to be shared through that email using the appropriate criteria. Your intended audience will be notified of work items every day.
Learn more
You can also create a series of reminders for different sets of users and use unique criteria combinations to collate the information that needs to be delivered.
Associate entities with objectives and key results
Previously, objectives and key results (OKRs) had the capability to associate work items. Now, we've extended the same to associate projects, sprints, epics, releases, and kanban boards with the required objectives and key results. Map OKRs across different entities so that your team's progress can be tracked at various levels of a project.
Learn more
Import data from Trello
If you keep your tasks on Trello, it's now easy to have them transferred to your Agile board. Zoho Sprints is equipped to import data from your Trello account. You can import the boards and cards from Trello while mapping those components with the equivalent modules and fields in Zoho Sprints. The import capability makes it easier for you and your team to adopt Agile style for your project management.
Learn more
Add weekly logs
Eliminate the need to log work hours every day or add multiple logs separately. With weekly logs, you can log work hours for an entire week at one time. This allows you to add multiple time logs of different log types for select work items or users in a single window.
Learn more
Collaborate via Meeting Bridge
With the introduction of
Meeting Bridge, you have a centralized platform for third-party meeting services. This provides a list of curated services that meet your meeting-related requirements for Zoho Sprints. The following online meeting services are available:
- GoTo Meeting
- Clickmeeting
- Zoom meeting
- MS Teams meeting
Use generative AI assistance
The generative AI options assist you with content and code suggestions for your prompts. The following AI tools are currently available: Zia, OpenAI, Google AI Studios, Cohere, and Anthropic.
Zia is an in-house tool that helps simplify your discussions and enhance your technical reviews. The rest of the tools are from external vendors that use API keys to authenticate them and create a safe and secure interaction to leverage their AI assistance.
Learn more
Customize sender email address
Customizing your sender email address facilitates the representation of your brand or organization. Go to Workspace Settings to modify the sender email address. This is the "from" address of the email notifications sent out for your Zoho Sprints workspace. This address can be adopted only after the email verification process, which ensures that all security protocols are followed.
Learn more
Verify domain for custom functions emails
Your workspace name can be used as your personal domain to send out email notifications using the sendmail task in custom functions. The Settings configuration section includes the domain verification process that helps authenticate your new domain. Following authentication, all notifications executed through the sendmail task will have the workspace name as domain.
Learn more
Copy comment URL
You can now copy the comment URL and use it to share the comment with other users via comments, feed posts, or chat groups. You can also access the comment directly from the item details page using the link.
Assign user groups to OKRs
By associating user groups to OKRs, you can now classify and track progress across different departments or teams. The Select User Groups field allows you to easily assign specific groups of users to the relevant OKRs.
Try these new features and leave your feedback in the comments.
Thank you,
The Zoho Sprints Team
Recent Topics
Add QUOTE OWNER profile image to a Quote Template
I can add their email address.. phone number, DOB. I need to add a users profile picture so when they assign a template to a quote they own it adds their picture to the cover page. I've tried hacking a solution together but there has to be an easier way.
Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
Zoho Connections Desk API relative URL PATTERN_NOT_MATCHED
While i am trying to do this: async function fetchTicketsFromDesk(timeFilter = 'current_month') { try { const response = await ZOHO.CRM.CONNECTION.invoke("desk_connection", { url: "/api/v1/tickets", method: "GET", }); const data = response.details ? JSON.parse(response.details)
Zoho CRM - Custom Views for Portal Users
I'm looking for an option to customise custom views for portal users in CRM. It would be great if "portal user" was a permission on custom views.
【参加無料】10/17(金) 東京 ユーザ交流会 Vol.3 参加登録 受付開始!
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します! 今回のユーザー事例セッションのテーマは、「Zoho Flowを活用した他社の決済サービスとの連携事例」です。 さらに、Zoho Flowに限らず、Analytics や Campaigns などの多彩なZohoサービスの活用方法について、豊富なご経験をもとにご紹介いただきます。 また、Zoho社員セッションでは、Zoho CRMを活用して日々の営業業務を効率化する具体的な事例をお話しします。業界を問わず、幅広い方にご参考いただける内容となっています!
Zoho Meeting Plug compatibility with newer versions of Outlook
Documentation states that the zoho meeting plug in for outlook is only compatible with versions up to Outlook 2019 What is available to users of more up to date versions of outlook/office 365?
Getting Attachments in Zoho Desk via API
Is there a way to get attachments into Zoho Desk via an API? We have a process by which a zoho survey gets sent to the user as a link in a notification. The survey has several upload fields where they can upload pdf documents. I've created
Introducing Zoho's own SMS gateway
We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient way
Embedding in Desk articles
We would like to embed documents in our Desk articles. When we use an iframe for the embed, we get scrollbars and a frame border. Neither of those is acceptable. I've spoken with the Desk Support team about what we want and they tell me that it cannot
Zoho CRM button to download images from image upload field
Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
Mass Update Contacts In Zoho Campaigns
Is there a way to mass update contacts in zoho campaigns? I want to be able to change the content of a field for a few hundred contacts, and can't go through all of them individually.
report showing assignment type
Hi, We've created a number of workflows to allow us to auto assign tickets to agents based on keywords and other criteria. I'm struggling to create a report that would show me what is the percentage of tickets that are assigned automatically via workflows
Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team
Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,
Placeholders in Ticket Templates
We should be able to use placeholders in ticket templates. When we create a new ticket, our description field is shown to the client in the email they receive. It would be very handy to be able to personalize that description field in our ticket templates to pull in the name of the client that the ticket is for. Using them in the subject field as well, so we can auto populate Account Names, etc.
when the record is created the tag want to Show as Opportunity how i achive this using Deluge Script
In the quotation i have the work flow schedule for create opportunity record in the module , on that time the quotation tag select as opportunity created. How i achive this using Deluge Script . this like i want to Do tag1 = Map(); tag1.put("name","Nurturing
Delete a channel
I need delete a channel in tickets.
Copy / Duplicate Workflow
I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need
Subtasks don't update parent task's times
Hi there: I've recently upgraded to premium and check that subtasks completion % don't update the proportional completion of the parent tasks related to it. We've been challenging with the problem of having to update twice or sometimes 3 times the completion of the related tasks. I've seen posts similar to this, of 3 years old. Is there any roadmap for making this happen in a future release? Thanx César Ratto Lima, Perú.
Should I Use DMARC?
When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the
Mail ToDo & Tasks Webhooks
Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message
Can't upload attachments.
I can't upload attachment in Zoho Mail.
Tip #44 – Get Deeper Insights with Zoho Assist’s Custom Reports – ‘Insider Insights’
In today’s fast-paced IT environment, having a clear view of your remote support activities is more important than ever. Zoho Assist’s Custom Reports feature gives IT teams the ability to generate tailored reports that provide actionable insights and
Message "...does not support more than 100 distinct values..." WHY????
I get this message on one of my reports: Sorry, Zoho Reports currently does not support more than 100 distinct values in columns. 'Account Name * Sum(Amount),Count(Amount Tier)' contains more than 100 distinct values. Possibly, you can apply filter to reduce the number of distinct values in 'Account Name' or drop the 'Account Name' field in Rows. I want to list all ACCOUNT NAMES (about 500) with SALES BY ACCOUNT. What is blocking this?
Need Easy Way to Update Item Prices in Bulk
Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices
Let's Talk Recruit: Super-charge hiring with Zoho Recruit add-ons
Welcome back to our Let’s Talk Recruit series! This time, we’re diving into something that might seem like a small upgrade but has a huge impact on recruiter productivity: Zoho Recruit add-ons. Think about how much of your day is spent in your inbox or
Vendor Signatures Needed for Purchase Orders
Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.
Is there an API to "File a Ticket" in Desk
Hi, Is there an API to "File a Ticket" in Desk to zoho projects?
Store "Sign in with Google/Microsoft/GitHub etc." details
Quite often now, users are using a sign-in provider like Google or Microsoft to sign into various apps and services. It would be great if Vault could remember which providers you use for each website and sign you in with that provider instead of a username
Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed
Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
Tip of the Week #72– Assign thread ownership to avoid confusion.
When teams handle a large volume of emails, managing threads becomes important to stay organized. Without a clear system, duplicate replies, missed follow-ups, or confusion over responsibilities can happen. Thread assignment solves this by designating
Unarchive tickets
How can I manually unarchive tickets?
Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images
Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,
FSM trying again
have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. Service
Feature Request: Conditional Field Mandatoriness Based on Display Status
Hello Zoho Creator Team, I would like to suggest an enhancement to improve the flexibility of form validations. Currently, when we need a field to be mandatory only if it's displayed on the form, the only option is to: Set the field as not mandatory in
Data Migration Strategies for Moving to a Cloud Solution
Hi everyone, I’ve been working on moving some of our critical systems, including CRM and project data, to a Zoho cloud solution, and one of the biggest challenges I’ve encountered is data migration. Transferring large volumes of data while keeping it
Commerce Order as Invoice instead of Sales Order?
I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this
How to set different item selling prices for Zoho Commerce and Zoho Books
Item selling prices for Zoho Commerce and Zoho Books are in sync. If we update the Item selling price in Books, the same will happen in commerce and vice versa. I need a separate commerce selling price for online users and a separate books selling price
Time Entry Notifications
Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?
Zoho CRMの流入元について
Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、
How to report 'Response violation' OR 'Resolution violation'
Hi, I want to report on SLA Violation Type. I grouped my tickets on this column. It seems I only get 'Response and Resolution Violation' or 'Not Violated'. The former seems to be given to a ticket if only the Response Time was violated. I would expect
Next Page