Project Management Bulletin: August, 2025
We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus, a hybrid project management platform. Thanks to you, our amazing customers, our journey just keeps getting better!
Moments from our 19th year celebration
With that, we are bringing you the recent advancements in our PM suite of tools--Zoho Projects, Zoho Sprints, Zoho BugTracker, and Zoho Projects Plus. Let’s go!
Did You Know (DYK) series
We are excited to share that we’ve started a DYK series in Zoho Projects Community that aims to familiarize users with the detailed functionality of certain powerful features or enhancements in Zoho Projects.
Here’s our first article: DYK 1 - Color Palette for Enhanced Visual Identification of Status
Zoho User Group Meetups in Middle East and Asia
We are discussing ‘The essential pillars of effective project management’ at our upcoming user group meet-ups. Check out our complete agenda and book your slots here:
- Cape Town on September 16, 2025
- Riyadh on September 16, 2025
- Dubai on September 18, 2025
- Johannesburg on September 18, 2025
- Nairobi on September 23, 2025
Looking forward to meet you all!
PM Spotlight
Are you facing challenges in tacking the business hours of your global workforce working across geographical timelines with different holiday schedules?
Zoho Projects has got you covered with user-based business calendar to set different business hour schedules for people working across geographies, associate users with them, and manage holidays using holiday lists. Read More
Key releases
Zoho Projects has introduced some user-centric and customizable features like:
- Layout Rules for Issues: Users can now change the property of issue fields based on matching conditions or view specific field values based on the value selected in another field configured in the issue layout.
- Associate Existing Tasks to Users from the Workload Report: Managers can now allot existing tasks to new owners as per their workload or expertise right from the workload timeline.
- Sync Preferences for Zoho Books and Invoice integrations: You can choose the fields to be synced for Projects, Tasks, Issues, Timesheets, & Users modules in Zoho Books and Invoice integrations.
- Timesheets are now Time Logs: We've renamed Timesheets to Time Logs for easier comprehension of the individual time logs submitted by users for approval.
Additionally, we’ve renamed Client Company to Customers, included filters in timesheets, improved our recycle bin, added colour code to modules, brought in quarter day time-off, and introduced reactions in comments.
Zoho Sprints has rolled out a couple of extensions and other features like:
- Xero Integration: Sync your project log hours with Xero and create invoices for work items, timesheets, or projects.
- Share Work Items: You can now share work items across different projects or with users outside your project.
- Estimation Planner extension: This extension allows assignees to vote on estimation points for each work item and automatically updates the final estimation point based on the Estimation Factor defined by the sprint owner.
- Set Budget for Projects: Monitor your project’s expenses and compare them against the planned budget using the budget dashboard.
Productivity Tips
We post periodic tips and tricks to efficiently use our features. Here's a compilation of the latest tips:
- Set Conditional and Dependent Rules for Issues in Zoho Projects
- Set Custom Business Calendars and Holidays for Global Teams in Zoho Projects
- Restore Trashed Records Anytime Within 30 Days in Zoho Projects
- Upcoming Changes to the Timesheet Module in Zoho Projects
- Share work items across projects and users in Zoho Sprints
- Integrate Zoho Sprints with Xero to manage your financial operations
- Zoho Projects Plus for the healthcare industry
- Water-Scrum-Fall approach for finance institutions with Zoho Projects Plus
Solution Corner
Our solution expert team creates custom functions on demand to meet your unique requirements. This time, we received a lot of requests based on internal integrations with Zoho CRM, Zoho Books, and Zoho Cliq. Here’s the complete list:
Auto-update deal status in Zoho CRM upon project completion
A power user of Zoho CRM and Zoho Projects has been creating projects in Zoho Projects from the Deals module in Zoho CRM. Now, they require the deal status to be updated as ‘Closed Won’ in Zoho CRM, when the project is completed in Zoho Projects. We suggested Task Custom Functions along with Project Workflow Rules to achieve this. Check out this post for the script.
Auto-populate integration field in projects with Zoho CRM data
One of our customers has been creating projects from the Accounts module in Zoho CRM where the associated account is automatically added as the client company in Zoho Projects. They require to display the Account information within an integration field in the Projects List View. Here’s the custom function we created for this requirement.
Broadcast the daily time log summary to Zoho Cliq
We received an interesting requirement to calculate the total time logs added by each developer and deliver them as a message in a specific Zoho Cliq channel, along with the developer's name and email address. If you have a similar requirement, check out this script.
Merge, edit, and share Zoho Writer documents from Zoho Projects
We got this unique requirement from one of our customers: Obtain data from Zoho Projects and fill them into a predefined template in Zoho Writer. Now, generate this as a fillable document and share the document link with a designated user, either specified within Zoho Writer or Zoho Projects. Also, allow the unfilled fields to be completed by the recipient.
If you have a similar requirement, refer to the custom function code in this post.
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 tabs on this space for more such round-ups and updates on our suite of project management tools.
Cheers,
Zoho Projects Suite
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Saranya Baskaran Lakshmi
Ekta dalal
Saranya Baskaran Lakshmi
Sticky Posts
Project Management Bulletin: Q1 2025
The first quarter of 2025 has flown by! Here at Zoho, we're pausing to appreciate all the goals we've hit so far. With this momentum in mind, we're excited to share our first edition of the Project Management Bulletin, where we'll discuss highlights fromCatch Zoho Projects' New Video Series!
We have a refreshing update! Zoho Projects' How-To Video series is now live on Zoho Projects' Help page! The video series intends to provide significant information about Zoho Projects' features and solutions that would help users make full use of ZohoResource Utilisation is now Workload Report
On behalf of the team, I am thrilled to share a significant transformation in one of our pivotal features – the current 'Resource Utilisation' chart is now reborn as the more versatile and insightful 'Workload Report'! It is not about just the name change.Business Hours, Skip Weekends and Holidays
After taking the customer requests to heart, I am glad to share with you about the launch of the much requested and awaited feature - Business Hours, Skip Weekend and Holidays. I know this feature is going to be a big one with way it helps you in organizing your work. You can select the preferred business hours, holidays and working days under Date Format & Business Hours settings. The benefits you will enjoy out of this feature are: Customize your holidays Organize your work better Enhanced recurrenceDeprecating Support for Authtokens in Zoho Projects
Dear Users, Authtokens and OAuth are currently used to authorize third-party applications to access Zoho Projects. However, going forward we will not be supporting authtokens. This means that effective 1st December, 2020, you will no longer be able to
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Automatic Matching from Bank Statements / Feeds
Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In theseVerifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider
I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain'sFat Download of Ulaa Browser
I just observed that Ulaa Browser is offering an one-capsule big download. These days it is a custom to offer a small bootstrap downloader and based on user customization options an appropriate download completes. And this is particularly common withCancelled Transfer order problem
Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It alsoZoho Creator customer portal limitation | Zoho One
I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)Billing Management: #8 Usage Billing in Logistics & Delivery Services
The logistics and delivery industry thrives on movement and precision. Every delivery completed, every kilometre driven, and every ton transported is a measurable activity. However, billing often lags behind. Many logistics companies still rely on fixed-rateTags for New Tickets
Hi there, When creating a new ticket, there is currently no way to choose a tag you would like to associate with the new ticket. Being able to associate a tag while creating a new ticket will be very beneficial as it will save time and flow well withZoho Desk: No Incoming email
Is Zoho Desk services down? No incoming email reflect to desk tickets.Zoho CRM - Widgets | Update #3 : Introducing SDK V1.5 along with new ZDK Methods and ZRC Support
Hello everyone! Widgets in Zoho CRM just got a big upgrade! With the release of SDK v1.5, developers can now create more immersive widget experiences. This update elevates Widget development with new ZDK methods for easier interactivity and ZRC supportUnusual activity detected, account blocked
I am unable to send emails and am getting the error "Outgoing blocked: Unusual activity detected. To unblock your account, please and submit a request. Learn more.". I am unsure as to why this is happening since all my activity is legitimate, mainly confirmationUnable to Send Emails – Outgoing Mail Blocked (Error 554 5.1.8)
Description: Hello Zoho Support Team, I am facing an issue with my Zoho Mail account ( admin@osamarahmani.tech ). Whenever I try to send an email, I get the following error: 554 5.1.8 Email Outgoing Blocked I would like to clarify that I have not doneIssue connecting Zoho Mail to Thunderbird (IMAP/SMTP authentication error)
Dear Zoho Support, I am trying to configure my Zoho Mail account on Thunderbird, but I keep getting authentication errors. Account: info@baktradingtn.com Domain: baktradingtn.com Settings used: IMAP: imap.zoho.com, Port 993, SSL/TLS, Normal Password SMTP:Payment issue with Mail Lite plan – personal NIF not accepted as payment info
Hello, I have already contacted Zoho Support by email regarding this, but since I haven’t received any reply yet, I’m sharing it here as well to see if the community can help. I’m facing a payment issue for my Mail Lite plan. I have a personal accountCustomer payment alerts in Zoho Cliq
For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,Figma in Zoho Creator
Hi Team, I’m creating a form using Figma and would like to know how to add workflows like scheduling, custom validation, and other logic to it. Can anyone help me understand how to set this up for a Figma-based Creator UI form?Restore lost Invoice!
Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law.Zoho Desk Down
Not loadinglookup and integrated forms
I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookupPartially receive PO without partial Bill?
Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive2 users editing the same record - loose changes
Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,How to get the Dashboard page to be the first page when you open the app
So when it opens on a tablet or phone it opens on the welcome page, thanks.How I set default email addresses for Sales Orders and Invoices
I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons DepartmentsFormula fields not refreshing until page is reloaded
I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amountHow can I setup Zoho MCP with Chat GPT
I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?API ZOHO CRM Picket list with wrong values
I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those valuesGroup Emails
I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.Enable Password Import option in ulaa browser
Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually"Is Zoho CRM customer" vs "Is linked with Zoho CRM"
Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked withClient Script | Update - Introducing ZRC: Simplified HTTP request library
Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (ZohoSelection Filed for Data Export section
Hi FSM Team, I hope you are all doing well. I would like to share an idea for future development based on my experience. Currently, in FSM, we can only download up to 5,000 records at a time. If the development team could add a selection option to chooseText wrap column headers in reports?
Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?What if I dont see contacts on the left side list
My CRM does not show the contacts tab. In order to create list this is needed and I cant find it.Comments Vs. Replies
I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!Transitioning to API Credits in Zoho Desk
At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to giveResetting auto-number on new year
Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!Can you prevent closing Ulaa window when the last tab is closed (inadvertently)?
Most browsers have started to bring this feature in to prevent closing their windows when the last tab is closed (inadvertently). I hope Ulaa should get this in too.Microsoft Phone Link
Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?Voip Phone system that integrates with Zoho
Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho. I use Vonage and have been with them for quite a few years but their service has really gone down hill andRemoving Related Modules Lookup Fields Assignment / Relationship
Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this[Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.
Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs areNext Page