Zoho Sprints - Q3 updates for 2025

Zoho Sprints - Q3 updates for 2025

The updates for the third quarter of 2025 are out. A few significant features and enhancements have been rolled out to improve user experience and product capabilities.

The following are the updates:
  1. Manage tags and cluster tags
  2. Record and maintain project expenses
  3. Define budget and track its progress
  4. Define percentage completion for each status
  5. Specify work hours for assignees
  6. Use additional fields in rollup
  7. Use regex type fields in single line field
  8. Clone existing OKRs and import OKRs from external sources
  9. Sort using custom fields in global view
  10. Update text and lookup fields in global view
  11. Update user details in bulk
 

Manage tags and cluster tags

The improved custom tag management comes in a unified window, enabling you to create, apply, and manage tags efficiently. In addition to applying tags to work items, the capability is now extended to projects, releases, epics, sprints, and OKRs providing an efficient labeling system. Learn more



The introduction of cluster tags with custom tags offers an effective mechanism to manage and filter data by the scope of work. A cluster tag helps categorize tags to bring a specific set of labels under a single umbrella, making them meaningful, identifiable, and applicable as a group.

Maintain project expenses

The all new Expense module makes project expense tracking simpler. Learn more
  1. Add expenses based on the type of expense
  2. View and monitor expenses of a particular project
  3. Use the inbuilt approval mechanism to validate expense claims
  4. Create scheduled expenses for recurring expenditure
  5. Track the overall spending


This capability allows you to keep a constant watch on your project budget.

Define budget tracking for projects

Budgeting is a vital aspect in any project. An efficient budget plan and allocation has great influence on the success of the project. Zoho Sprints has implemented budget settings to define the rates and billing for a project based on specifications like work hours and users involved. Learn more



The key characteristics of budget determination like Budgeted cost of Work Performed, Budgeted Cost of Work Scheduled (BCWS), Actual Cost of Work Performed (ACWP), Forecasted Cost, Cost Variance, etc help quantify probable cost for specific time taken, forecast cost at the time of completion, and assess the budget status based on the progress of work.

The various charts in the dashboard enable constant monitoring of the progress of the budget alongside project progress. Comparing the planned budget against the actual budget through the course of the project allows you to predict the upcoming expenses and make decisions that help you prevent overshooting the budget allocated for that project.

Track completion percentage

Define the completion percentage benchmarks for each status of the work items. This provides a quick visual indication of the progress of the work item in a particular status. So the completion percentage is reflected based on the status of the work item, enabling you to assess the progress of work items and plan accordingly. Learn more

Define work hours

Setting work hours can now be applied on multiple levels. Set stipulated work hours for your users. This setting can now be defined on workspace, project, and item levels. Defining the work hours for users on these varied levels allow you to intricately plan and design your human resource and time allocation. Learn more

Support for regex in single line fields

Regex type data is now supported in single line custom field in layouts. Create a single line field and set a criteria for the data to be entered as a regex in the Regex Type field. Learn more

Configuring regex for your single line field provides you with an inbuilt validation system that ensures the data gathered is appropriate to the context of the field.


Clone and import OKRs

Reuse existing OKRs using the clone and import properties. Create OKR once in Zoho and clone the same to repurpose it multiple times.

You can also import OKRs that you've maintained in external files into Zoho Sprints and easily track and monitor their progress. Import your objectives and key results into your workspace from XLS, CSV, or JSON files, and map the file fields with the respective Zoho Sprints fields to transform the data. Learn more

Expand rollup functionality

With the inclusion of integer, decimal, percentage, and currency fields in addition to the existing fields, you can expand the scope of rollup capability. This widens the overall performance of rollup field, providing you with solutions to various requirements that arise in your project. Learn more

Global view enhancements

The global view is now equipped with the following abilities:
  1. Sort using custom fields: You can now use custom fields to sort work items in ascending or descending order, providing more options to sort and view data.
  2. Update data in text and lookup fields: You can now update the data in the text and lookup fields directly in the global view, eliminating the need to navigate to other screens. 

Update user details in bulk

Update the roles and profiles of multiple workspace users in one shot. Use multi-select on the listed workspace users and update the required fields. You can also multi-select and deactivate the users. Learn more

This quarter has delivered major features like budget management, expense tracking, and tag and cluster tag management with the intention of improving project management experience in Zoho Sprints. There are more enhancements and new features lined up for the last quarter of 2025. So stay tuned.

Thanks,
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

    • Zoho Desk Android app update: Filter, Sort and Saved filters Enhancements

      Hello everyone! We are excited to introduce the below features on the Android version Zoho Desk mobile app: 1. Filter & Sort support has been introduced for the Contacts and Accounts modules. 2. Sort options is now available in Custom Modules as well.

    • 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

    • Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

      I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The

    • Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator

      TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic User

    • filtering lookup field options based on information in another module.

      In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to

    • Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

      Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

    • Does the ability exist to make tax on the customer profile mandatory?

      I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.

    • email association with CRM

      Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple

    • Fix the speed

      It takes ages to load on every step even though my dataset is quite small.

    • Credit Note for Shipped and Fatoora pushed invoices

      We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales

    • FSM - Timesheet entires for Internal Work

      Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.

    • Add a way of clearing fields values in Flow actions

      It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be

    • Role Management

      I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based

    • Highlight a candidate who is "off limits"

      Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

    • Announcing new features in Trident for Windows (v.1.37.5.0)

      Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.

    • Early Payment Discount customize Text

      Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

    • Deprecation of SMS-based multi-factor authentication (MFA) mode

      Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

      Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

    • Call description in notes

      When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into

    • Email Address for Contact not Populating

      When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?

    • New in CRM: Dynamic filters for lookup fields

      Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form

    • Why hybrid project management might be the best fit for you?

      Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons

    • Allow all Company Users to view all projects, but only owner/admins can change projects

      I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks

    • Fail to send Email by deluge

      Hi， today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update

    • Seeking help to be able to search on all custom functions that are defined

      Hello I have a lot of custom functions defined (around 200) and i would like to search some specific strings in the content of those. Is there a way to accomplish that? If not, is there a way to download all existing custom functions in some files locally

    • Totals for Sales Tax Report

      On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous

    • Add Bulk Section / Grid Layout Duplicate Feature in Zoho Forms Builder

      Currently in Zoho Forms, users can only duplicate individual fields. There is no option to duplicate an entire section or two-column/grid layout with all internal fields. This becomes inefficient when building structured forms such as Family Details,

    • Leistungsdatum in Rechnungen (Zoho Books)

      Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks

    • Zoho Trident Windows - Streams Not Visible

      Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is

    • Sales IQ Chat Widget is Only Displaying Last Name

      Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!

    • Shopify - Item sync from Zoho Inventory

      Hi team, We’ve connected Shopify with Zoho Inventory. We want that when an item is created in Zoho Inventory, it must create a product in Shopify. But currently, new items created in Zoho Inventory are not getting created in Shopify even after clicking

    • Bulk upload image option in Zoho Commerce

      I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter

    • Is it possible to setup bin locations WITHOUT mandating batch tracking?

      Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.

    • Kill zoho meeting

      Saying the quiet part out loud. Can zoho please just give up on the idea that they can make a meeting platform and just make our workplace licenses cheaper when you remove it so people can switch to zoom or teams. Tired of the excuses, you guys cant make

    • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

      Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.

    • Unable to Create Task as a Support Administrator

      Hello! I want to ask for help regarding creating tasks within the tickets. I am by default the Support Admin. I should be able to create tasks or activities right? But there's a prompt that I need to contact the Administrator. See photos for reference.

    • Introducing Forms in Zoho Sheet

      We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you

    • Layout one survey question in a time & redirect next Page based on previous response

      I have doubt while, I am scripting survey on the Zoho where I redirecting to next page based on my previous response but didn’t get success on this. Please help me on this and tell me how I layout one survey questions in a time when I submit response

    • Next Page