Ask the experts #02 - Live Q and A on the feature releases from May - Oct 2019

Ask the experts #02 - Live Q and A on the feature releases from May - Oct 2019



Hello all, 

We are happy to host our second 'Ask the experts' session. Before we start, we would like to thank everyone who participated in our last session. This month, we will cover all the new features that were launched in the last two quarters. Let's get a quick overview of these features before knowing our panelists. 
 
Managing work items
 
You can organize and manage your work items effectively using Checklist and Custom Tags. These two new features will help you categorize and breakdown the work items effectively. Checklists are used when the work item needs a to-do list to complete. Custom tags will group a similar set of work items.
 
Managing workload per status
 
You can now manage every status on your board by defining maximum and minimum values using WIP (Work In Progress) limit. By setting up predefined values, you can manage the work load of each status and stay organized. 
 
Adding more to our integration  

Zoho Sprints will now integrate with MS Teams, Zoho Desk, Zoho Projects, and Google Apps. 
  • MS Teams: Map projects and view the backlog and board view as tabs in MS Teams. 
  • Zoho Desk: Manage all your customer tickets as work items in Zoho Sprints.
  • Zoho Projects: Manage your projects both in waterfall and agile model. 
  • Google apps: Sync your work items and scrum meetings to your GTask and GCalendar.  
New reports
 
Track the actual vs planned time taken to complete the work items in your sprint using the Actual vs Planned report. You can also track the time taken by each work item in your sprint based on the duration spent across each status using the Item Process Time report
 
Along with these major releases, we have also launched archive epics and exporting data from Zoho Sprints using the copy and past functionality
 
Explore these features and drop in your queries. Our expert panelists will answer them on 11th December, 2019 from 3:00PM to 5:00PM [IST]. If you have any general questions or suggestions, feel free to comment below. We will be happy to interact. 


  
Note: This is an online discussion and not a live webinar. You can post your suggestions and queries as comments and our experts will answer them.  

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • Ask the experts - Live Q and A on the latest releases from Jan-Apr 2019

                                                              Hello all,   We are excited to kick-start the 'Ask the experts' community series for Zoho Sprints. This series is user-centric and we will focus more on the latest releases and queries that are frequently discussed in our customer support tickets. The first version will cover all the features released in the first quarter of 2019.    What's in the first half?   The first half of this year has been successful with some feature releases and enhancements. Take a look at the list below: Custom layouts
                                                            • Focus Group #1 - Epics in Zoho Sprints

                                                              Hello, everyone! As a part of our community learning series, we kick-start "Focus Groups" where you'll get a chance to have a look at a feature that's in its beta phase. "Epic" has been one of the most requested features of late. So, our first focus is on epics.  Our engineering team has developed a module for Epic in Zoho Sprints and the feature is in its testing phase now. We've planned to show a small demo to the folks who register with us through this post. You can also evaluate this feature


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • How to Print the Data Model Zoho CRM

                                                                                                                I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew
                                                                                                              • our customers have difficult to understand the Statements

                                                                                                                our costumers have big problems to understand Zohos Statements. we need a text box after the payment number to explain what the payments are for. Is it possible to develop a version of the Statement with that kind of box and if so whu can do it
                                                                                                              • How to track a list of ALL the items that ONE customer bought?

                                                                                                                Hello, I am interested in getting a list of all the items that only ONE of my customers bought, and the invoices are what show up instead. It's very tedious to go through every single invoice when we sell a lot of items to this customer. Surely there
                                                                                                              • Exchange Rate Updates

                                                                                                                Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!
                                                                                                              • Locked Out of Super Admin Account

                                                                                                                I'm locked out of my Super Admin account and the external e-mail is no longer associated with it. There seems to be a problem during set up, the system ought to ask to assign a new password instead of using Google accounts. Please help me get back access.
                                                                                                              • Emails are going to notification folder and not in inbox

                                                                                                                emails are going to notification folder and not into inbox
                                                                                                              • 550 5.4.6 Unusual sending activity detected. Please try after sometime

                                                                                                                Hi, I am receiving this error message when trying to send my emails. The only reason I can think why this is happening is my previous two emails were bounced back to me due to a non working mailbox error. I have followed the online links for unblocking
                                                                                                              • Projects Home Customization

                                                                                                                Hello! We've been in Zoho One since July of last year, and my team has started providing feedback on what they'd like to do. Their latest wish is that they could have more control over the Projects Home content. For example, they want a card that shows
                                                                                                              • IMAP search support

                                                                                                                Does Zoho Mail support IMAP search? https://www.rfc-editor.org/rfc/rfc9051.html#name-search-command TEXT <string> Messages that contain the specified string in the header (including MIME header fields) or body of the message. Servers are allowed to implement
                                                                                                              • Performance is degrading

                                                                                                                We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial
                                                                                                              • Cannot reorder fields in Page Layout in Expenses and Purchase Requests

                                                                                                                It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order the
                                                                                                              • bouncing emails

                                                                                                                My recurring invoices have bounced back
                                                                                                              • Probable Scam / Phising attempt from email pretending to be Zoho

                                                                                                                I think this is a scam email right? It says "zohCworkplace.com". I'm on the Mail Free plan The link in the CTA button seems to go to a redirect. Just wanted to bring it up to the security team.
                                                                                                              • Email Address Search in "To" Field Search is broken, Zoho refuses to fix it

                                                                                                                Typing a part of the email address string other than the beginning of the string does NOT work, I kindly urge Zoho to fix this. Let's say you remember writing an email so someone called "smith" from company "corp.com", but can't remember their first name,
                                                                                                              • Emails not being received by @hotmail.com, @outlook.com and a few others

                                                                                                                When I try to send emails from zoho mail to people with email addresses ending @outlook.com and @hotmail.com (and a few others), I get a 'delayed' automatic email and then a few hours later, an 'undelivered' automatic email. This has started a few months
                                                                                                              • scroll bar for far left of screen

                                                                                                                I am unable to even see the scroll bar to the right of "inbox" etc on the left; it is stuck at "streams" and I can't get to inbox or anything else. It would help if it could be made a lighter color as the black or dark grey can't bee seen.
                                                                                                              • OUt of office every friday

                                                                                                                Hi, I tryed to configure my out of office, because i'm not working or emailing on fridays. But when i select only friday as unavailable day, the out of office still sets for the whole week. What am I doing wrong?
                                                                                                              • Signature line

                                                                                                                How do I set signature line in email
                                                                                                              • Zoho email

                                                                                                                I cannot send email to mail.ru
                                                                                                              • Something wrong with client script??

                                                                                                                Someone have the same feeling? Client script behavior become very strange..
                                                                                                              • 【参加無料】東京 Zoho ユーザ交流会 NEXUS ー CRMで始めるマーケティング事例 / AI活用法(Zia Agents)

                                                                                                                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。 3月27日(金)に東京、新橋で東京 Zoho ユーザー交流会 NEXUS を開催します! 昨年度までより、さらにパワーアップして戻ってきました! ユーザー活用事例は、2人のユーザーさんからお話しいただきます。Zoho サービスの活用の幅を広げたい方や、他のユーザーの利用法を気軽に知りたい方など、多くの方にとって学びのあるセッションになること間違いなしです✨ また今年は、これまで以上に、AI機能にも焦点を当てて行く予定です。 初回として、Zoho社員からZoho
                                                                                                              • Issue Exporting Data – CSRF Token Invalid Error

                                                                                                                Dear Zoho Team, We are experiencing an issue when exporting data from our Analytics workspace. Whenever we attempt to export data from our analytical pool, the system displays the following alert message: Alert Message: The CSRF token is invalid. It could
                                                                                                              • Zoho Mail 505 error I can not send email

                                                                                                                Hi, I’m having issues sending emails from my custom domain email address. When I send emails to Outlook addresses, I receive an “Undeliverable 505” error. However, emails send and receive correctly when I use Gmail. This is important for my business,
                                                                                                              • Multiple MFA Methods

                                                                                                                With SMS-based MFA methods being discontinued, there is now no way to have mutliple MFA methods. I'd like to add my zoho account on two seperate phones using the Google Authenticator app. In the https://accounts.zoho.com/home#multiTFA/modes you can only
                                                                                                              • Reuse Standalone Function

                                                                                                                I noticed that there's a missing information in documentation to reuse a standalone function and it is because the parameters require an argument. Here is my code and it is working. response = invokeurl [ url: "https://people.zoho.com/api/v3/function/sample/execute"
                                                                                                              • Domain renewals

                                                                                                                Need to know how hoe to renew the domain
                                                                                                              • MX shopify problem

                                                                                                                hello, i added all MX values in my shopify DNS - it shows those values on the shopify panel + your toolkit. I tried to send some email and it works, however on my gmail it says they cant verify this email. When i try to answer into my domain's email -
                                                                                                              • Best Way to Manage Email Notifications While Running a Strategy Website

                                                                                                                I am currently managing a content-based website, and I use Zoho Mail for handling contact forms, user queries, and collaboration emails. One challenge I am facing is organizing incoming emails efficiently, especially when messages come from different
                                                                                                              • What is the maximum email domains ?

                                                                                                                I help manage about 20 associations and I'm looking for a way to centralize them in one place. Does Zoho Mail pro or enterprise support 20-30 domains for 3-5 users each?
                                                                                                              • Add to Workdrive filter

                                                                                                                I'm trying to create a filter that will upload attachments in emails and the e-mail body to a folder in workdrive. I am able to do one or the other (attachment, or e-mail content), but not both. I first tried it using the "Email (EML) + attachment" option.
                                                                                                              • Forgot my admin Panel Id and password

                                                                                                                Sir, I have an account , where a domain mycityestate.in is added for Zoho email , now it is hard for me to manage email because i have forgotten the Email account and password registered with Admin Panel of Zoho. Just need email name which is registered
                                                                                                              • MCP no longer works with Claude

                                                                                                                Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.
                                                                                                              • Image Compression Options

                                                                                                                Much better if we have level of options to compress the image [20%, 40%...] We are dealing with service reports daily that has before and after photos (image field)- the file size too large and one thing, the current limit is 10mb or 15mb for report
                                                                                                              • WhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent

                                                                                                                Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assigned
                                                                                                              • Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

                                                                                                                Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered
                                                                                                              • Blocklist candidates in Zoho Recruit

                                                                                                                We’re introducing Block Candidate, which helps recruiters to permanently restrict a candidate from applying to current/future job openings. Once the candidate is blocked, they will no longer be able to participate in the recruitment process. This will
                                                                                                              • Pass shipping info to payment gateway Zoho Books to Authorize.net

                                                                                                                For some reason the integration from Zoho books to Authorize.net does not pass the shipping address. Authorize.net is ready to receive it, but zoho books does not send it
                                                                                                              • Knowledgebase SEO

                                                                                                                We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search
                                                                                                              • Power Pivot and Data Modeling functionality in Zoho Sheet

                                                                                                                When will MS Excel functionalities like Power Pivot and Data Modeling functionalities be available in Zoho Sheet?
                                                                                                              • Problem with CRM Connection not Refreshing Token

                                                                                                                I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
                                                                                                              • Next Page