Zoho Sprints - Q2 Updates for 2024

Zoho Sprints - Q2 Updates for 2024

Hello Sprinters!

We started this year with a bang with the release of Zoho Sprints 2.0. We've tried to match that energy with a great deal of new features and enhancements in the succeeding quarter. There have been quite a few feedback from our proactive customers that we've incorporated into the product.

The following are the recent updates that have been rolled out:
  • Enabling subitem checklist to be cloned
  • Allowing bulk update in global view
  • Extending permissions for client users
  • Supporting Zoho Directory sync
  • Introducing new custom auto number field
  • Enabling field level access control
  • Enhancing user group capabilities
  • Supporting user group sync for Zoho Projects integration

 Let's get into the details of these updates.

Clone subitem checklists

Previously, cloning an item would include the subitems in the clone, but the checklists of the subitems would not get cloned. This behavior has now been changed to support cloning of the subitem checklists as well. So, when you clone an item that has subitems, the subitems along with their checklists (if available) will be included in the clone. Learn more

Bulk update data on global view

The inclusion of the bulk edit capability in the global view tab allows you to manage the update of voluminous data with ease. Users with the required field edit permission will be able to edit work items in bulk in global view tab. This is supported for both default and custom views. This also includes the inline update of field values. Learn more



Extended client permission

Earlier, there was a restriction on the client user's view permission for the comment thread. Now, the Client permissions are extended to view all the comments.

Note: This feature is rolled out only for new workspaces and not to existing workspaces due to the probability of security violations. To enable this capability for existing workspaces, kindly reach us at support@zohosprints.com with your workspace details. The feature will be enabled. Learn more

Zoho directory sync

Manage and monitor your user access with the help of Zoho Directory sync. The Zoho Directory capabilities are now listed under the Users section in Settings for easy access and review. Zoho Directory allows you to configure SAML-based sign in using an identity provider of your preference, track your users' login history and active sessions, and define custom security policies to enhance your data security. Learn more

Default layout setting

You now have the autonomy to select your preferred layout as the default layout. Layout customization allows you to pick a layout as default to apply it to all upcoming projects automatically. If you change this preference and select a different layout as default, the existing projects will not be impacted; the changed layout will only be applied for new projects. Learn more

Custom Auto Number Field

The custom field palette now includes a new field called the auto number field. This allows you to populate serialized values for your records. For instance, you can add the auto number field to your create item form to include a record ID for your work items. The field allows you to add text and numbers, and provides a preview of the value that will be generated. Learn more

Control access to field data

Previously, the permission settings of a user profile enabled you to control access to module-level or entity-level actions. This meant that you can control the level of accessibility of a user belonging to a particular profile on a module level. With the introduction of field level permissions, you can control the actions that a user can perform on a field. You define a user profile to have field-specific view, edit, and hide controls for each entity, equipping you with a much more nuanced permission settings capability. Learn more



Field level permissions are applicable to the following modules:
  • Projects
  • Users
  • Sprints
  • Work Items
  • Epic
  • Timesheet
  • Release
With these permission settings, you can greatly customize the access level in each of these modules for each of the user profiles. For instance, if your workspace has users with developer, tester, web designer, and marketer profiles, you can enable or disable field permissions in the above listed modules based on these user profiles, ensuring that the users of the respective profiles only have access to the data or fields relevant to them.

Besides, you can set profile permissions for managing custom layouts and fields at the module level (entity level). Let's assume you run your development effort on Sprints, and you need to allow the development leads to have permission to manage the custom fields of work items alone. You can enable the permission only for work items, limiting their permission to that module alone.


 
Learn how to effectively configure field permissions here.

Refined user group feature

User groups feature is well-refined with it's alias verification process and the ability to notify group members promptly. There is the added advantage of assigning user groups to items, sprints, and projects. This allows all the users of the assigned user groups to access the respective item, sprint, or project. Learn more

The latest enhancement also allows user group syncs between Zoho Sprints and Zoho Projects to happen seamlessly. You can now add or update the group in one either sprints workspace or projects portal and have it synced to the other. Learn more

That's all for now. We have many more exciting features coming up. Stay tuned.

Thank you,
The Zoho Sprints Team

    • 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

    • Ticket Views: filter criteria -> dynamic date values in relation to the current date

      Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,

    • Captchas: No support for Google reCAPTCHA or similar

      Hi all, The current captcha integrated into Creator is very basic, and often near-impossible to read. I'm building an app for a charity which includes a couple of public-facing forms, and this is a real issue for people with dyslexia and related conditions - it's effectively excluding them if you want any form of spam protection at all on your published forms (and that being said, the current captcha doesn't even seem very effective - bots can often read it more easily than humans). I've raised this

    • Maintain consistency in ticket responses with shared snippets

      Hello everyone! We are excited to announce that our highly anticipated snippet sharing feature is now available to all users. As you know, snippets are pre-defined message templates, or canned messages, that help agents respond to tickets with efficiency.

    • Tickets - Zoho Desk

      Hi Team, My Clients need to see their tickets created and the status of the ticket in the Zoho Support Desk itself. How can I do this? My Client doesn't have a Zoho Account. They need to access the ticket by the provided link without signing in.

    • Automatically assign Contacts to Account owners

      Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.

    • Making Copies/Duplicates of Zoho Forms (Shared)

      Question to the community: is there a way to take a 'shared form' , make a duplicate copy and save under My Forms, so that i can use that which was already created as a template to make updates to and use as a test form and be able to have full access,

    • 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

    • Can you help us creating a customised form with payment link?

      I would like to create a customised Transport form where the user will be asked to make payment basis the drop/ pick up they select.

    • Deleting or disabeling predefined ticket list views

      Is it possible to delete or disable predefined views or is this still not possible? For instance, we are not using the chat function and therefore have no use for the "Missed Chats" view. Thanks!

    • How to restore deleted Field

      I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that

    • Unable to load your extension. Please check your plugin-manifest or Resources.json.

      Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.

    • Remove or hide default views

      I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

    • No Sales Returns on SO's with Dropped Shipped items + Inventory Items

      We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This

    • Layout Rules / Quick create

      Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna

    • Issue with Create Note Button and Popup Form in Leads Module

      Hello Zoho Community, I am trying to implement a "Create Note" button in the Leads module with the following functionality: 1. When the button is clicked, a form should pop up with fields to add notes. 2. After filling out the form and clicking Send,

    • Finding draft ticket replies

      Is there a way to see all tickets which have draft replies?

    • Guidance on Making Zoho Desk Connections Available for All Data Centers

      Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

    • Caso de Uso | Menos trámites, más salud: Clínicum optimiza sus recursos con Zoho One

      "La automatización del proceso de solicitud de bajas y su trazabilidad a través de Zoho nos ha supuesto una mejora en el ROI." - Carol Rodríguez, Responsable de Experiencia del Cliente interno y externo en Clínicum ¡Hola a todos! Estamos emocionados de

    • Is it possible to disable Chat Waiting Time, or to make it indefinite?

      We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff to monitor incoming chats, which makes this requirement very undesirable. (There have been no complaints from our clients when we're slower to follow up.) Is there an option I'm missing to turn Chat Waiting Time off, or to allow an infinite wait time?

    • Double opt-in notifications and customizable confirmation messages for your webforms

      Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit

    • Bulk create tasks - Zoho Projects API

      Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks

    • Task Due dates and Reminder Date & Time

      I like to have a reminder on many tasks in Zoho Recruit. I find the process cumbersome in that each task requires the following: 1. click and select due date 2. Click the reminder box 3. Click on (Reminder) Start Date 4. Click on (Reminder )Time If one

    • Unable to Access Admin Console and Email Sending Issues

      Hello Zoho Support Team and Community, I hope this post finds you well. I am currently facing two significant issues with Zoho services: Admin Console Access Issue: Every time I try to access the Zoho Admin Console, it gets stuck on the loading screen

    • Tracking new lead response time

      Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's

    • Getting The Following Error.. 550 5.4.6 Unusual sending activity detected

      I just launched a marketing campaign and I got this error. Everything was working fine previously. This is a big launch so need to fix it asap. Can anyone help?

    • mail

      Frequent sending of this email, what does this mean? How to solve it

    • Printing on 80mm bluetooth Pos Printer

      Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens the

    • Trying to integrate gmail but google keeps blocking Zoho access for integration??

      hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or

    • Which attribute in Zoho books invoice api represent branch attached to the invoice?

      Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks

    • How to Billed from two different GST Numbers

      How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?

    • How to hide Predefined views

      Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,

    • Is it possible to trigger the review process when a record is edited?

      Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What

    • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

      Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

    • Deleting Views

      How do you delete views? Please syd

    • Fixed Assets

      Where would I manage my fixed assets

    • Create a purchase order in vendor's currency

      I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in

    • Report on Assets

      Hi,  Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?

    • Purchase of Fixed Assets

      How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?

    • Where is the Fixed Asset Register?

      I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business

    • Fixed assets recording

      Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

    • Next Page