Project Management Bulletin: December, 2025
The holiday cheer is in the air and it’s time to reflect on the year that was. At Zoho PM Suite, we've been working behind the scenes on something huge and exciting all year and now we are almost ready—with just a bit of confetti—for our grand release in the new year. Stay tuned for the big reveal!
Right now, we’ve curated some interesting updates, a whole new pricing plan, and a refreshing course to master your technical knowledge this holiday season. Read on!
New learning space for Zoho Projects
We know that you are secretly drafting witty OOO emails for the holidays, but, are you planning to hone your technical skills as well?
We’ve launched a course just in time for you to learn from the comfort of your couch-- Zoho Projects for Beginners.
This course aims to equip learners with the basics concepts, navigation flow, and help them get started with the different modules of Zoho Projects. Whether you are onboarding new users, revisiting basic concepts, or gaining a fresh perspective, this course is a valuable addition.
Latest pricing plan: Ultimate
We’ve introduced a new pricing plan, the Ultimate plan, to accommodate higher limits on automation actions & customizations. It will also support an increased limit for business calendars, holiday lists, sandboxes, etc. We’ve included the most-requested Lite users in this plan too. The pricing goes as follows:
- Billed Annually - $14 / user/month
- Billed Monthly - $15 / user/month
PM recommendations
With Christmas ho-ho-ho-ing around the corner, be sure to mark your holidays in Zoho Projects’s business calendar. Business calendar helps mark the working days of a week, planned holidays, and the business hours of users across geographies.
Project management meetups
Community Meetups- November, 2025
We hosted a series of Zoho User Group meetups across 8 locations in India discussing ‘The essential pillars of effective project management’. The engagement was energetic with productive insights as takeaways. We got to educate, ideate, and solve the business requirements of users and partners across industries.
Check out this space for our upcoming meetups, and be sure to join us!
The PMI Global Summit 2025
The annual PMI Global Summit was held in Arizona, USA, bringing together over 4,000 thought leaders from various sectors to communicate, connect, and explore emerging technology trends. We hosted an interactive booth representing Zoho Projects and Zoho Sprints with our AI capabilities gaining a lot of momentum.
Evolve 2025 - PMI Singapore Chapter
The lion city had a lot of exciting opportunities in store for us at the 20th Annual Hybrid Symposium, Evolve 2025. As an official sponsor, we had the opportunity to connect with PMO leaders, tech founders, and enterprise teams to discuss state-of-the-art PM techniques as well as the future trends in project management.
Key releases
Zoho Projects has rolled out user-centric features like:
Sign documents or send them for signatures directly from your tasks and issues with the Zoho Sign extension for Zoho Projects.
We’ve introduced a new version of timesheets where users can group time logs or create a timesheet spanning up to 31 days, add time logs to it, and submit it for approval.
User workflow rules are automation rules laid out to be executed around actions related to the users of the portal. It is configured with a trigger that executes the rule and an action that is carried out automatically.
View the complete list of updates in our What’s new page.
Zoho Sprints has introduced a bunch of sought-after features like:
Reuse checklists in multiple work items by creating templates in workspace settings. This can be used as a base template to create new checklist groups for work items in a project.
Calculate the progress of key results based on linked entities like items, projects, releases, or epics.
View the complete list of updates in our What’s new page.
Productivity Tips
We post periodic tips and tricks to use our features efficiently. Here's a compilation of the latest tips:
- Accessibility Spotlight Series - 1 for Zoho Projects
- Automate Timesheet Approvals with Multi-level Approval Rules for Zoho Projects
- User Automation: User based workflow rules & webhooks for Zoho Projects
- Zoho Sign for Zoho Projects
- Tip#46: Capture accurate log hours for Zoho Sprints
- Tip#47: Estimation planner for Zoho Sprints
- Onboard new users easily with native screen recording in Zoho Projects Plus
Solution Corner
Our solution expert team creates custom functions on demand to meet your unique requirements. Here's a list of recent requests:
Spot task duplication
One of our customers reached out to us with the requirement to notify the project owner and task owner whenever a duplicate task gets created. We implemented this using task custom functions and workflow rules where an email alert is triggered when tasks with the same name are traced. Refer to this post for the script.
Preset prefix formats for tasks and issues
Zoho Projects creates task and issue prefixes based on the name given to the task or issue. However, we received an interesting request where a predefined prefix must be set for each new task or issue created. Here’s the custom function code we suggested.
First Response and Resolution with SLA
A customer approached us with a requirement to automatically update SLAs based on the severity of the issue. We worked along with them to create a SLA policy matrix and automatically calculate deadlines based on severity. Get to know the custom function we created in this post.
Auto-update phase status
Do you require your milestones/phases to reflect the status of tasks associated with them? We’ve drafted a step-by-step guide to execute custom functions that can automatically update the phase status. Check it out.
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.
Happy holidays,
Zoho Projects Suite
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
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
Goods In Transit
Hi I was wondering if anyone had any tips or work-around to show goods in transit as a liability? We raise a PO with our supplier in China and when the goods are shipped and are invoiced, hence they are a liability of the business. However I can't convertAccounts Payable and receivable
I'm currently creating my accounts and noticed that I cannot create any more accounts payable or receivable. Is there any way to create more of this accounts and associate them to the default one available?How to display Pick List values with vertical separation in Canvas
I have a Multi-Select Pick List whose values I would like displayed vertically. So far, I have only been able to figure out how to adjust the width and other sizing of the field itself or even how to wrap the values to the next line below. I am tryingAbility to Use Both AND and OR When Creating Rules (Advanced Conditions)
I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will haveIntroducing a knowledge management and training software in Zoho Projects Plus
Keeping your workforce updated on emerging technology trends is essential to stay on top of the game. While project management software focuses on planning, execution, and project tracking, incorporating a learning management solution within project managementProblem with UTM Parameters: Zoho Forms - Zoho Desk Integration
Hi Zoho Support Team, I want to automatically capture UTM Parameters from my website URLs and pass it from Zoho Forms into Zoho Desk. I have activated the UTM tracking feature. I've integrated the UTM Tracking code in my website footer on all pages. I've#13 Fix Mistakes Without Breaking Your Records
A customer purchases 100 custom-printed invitations for an upcoming event. A few days after delivery, they call to say that some invitations were damaged and others need to be reprinted. They request a return. The customer isn't asking for a completelyZoho CRM upload files error
Since today, we have been experiencing issues with uploading photos to opportunities. The message indicates that the storage is full, but as far as I can see, there is still plenty of space available. Could there be an issue or a bug?Zoho Directory : transformez vos données d’identité en décisions de sécurité
Que sont les rapports d’identité dans Zoho Directory et pourquoi sont-ils importants? À mesure que les organisations se développent, la gestion des identités devient plus complexe. Les informations existent, mais elles sont souvent réparties entre plusieursRe-Apply SLA When Ticket Reopened from Closed Status?
If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timersHow to use Zoho Billing info in a workflow
We have Zoho Billing and CRM sync'd and the Billing info appears as expected for each Account in Zoho CRM, including subscription status, plan type etc. But how can we use this in a workflow? Thanks DylanWhy can't we choose Fixed Asset account for Purchased Items? (eTims issue?)
Hello, When the company purchase items not for sale and not supposed to be in the inventory stock, like equipment for operational use, there is no way to access the Fixed Asset accounts in the drop down list. Is that an eTims limitation again? Or somethingAuto-approval for shared key access not working for new users
Hello, I'm an admin of a Zoho Vault organization (34 active users, ZOHO identity provider). I have the "Auto-approval for shared key access" setting enabled in Settings → Fine-Grained Controls → Global, but it does not work as expected. The problem: WhenZoho Analytics UI Bug
Hello, all, The Aggregate Formulas in Zoho Analytics' list of fields have a 3-dot menu: If the formula has a long name, the name is not fully visible in the list, and a 3-dot menu is not accessible from it: This is not convenient, especially when theCanvases Auto-Skewing/Adding Scroll Bars When They Were Not There Prior
Is anyone else noticing rendering issues in their canvases today? It seems to be mainly icons which now have scroll bars added which makes them all look off, though some fields seemed to revert to squished length as well. Were the icons replaced withMarketing Tip #37: Reduce purchase doubts with better product images
When customers shop online, they cannot pick up, turn around, or inspect a product in person. That is why your product images need to do more of the selling. Two simple upgrades can make a big difference: Use zoom-friendly images so customers can lookWhy don't Zia agents support file uploads?
I am trying to build a Zia Agent that allows uploading of a PDF file and uses the GLM5 model to process it and extract information. But agents.zoho.com has no way to enable file uploads on the agent. Additionally, GLM5 based agents keep outputting theirZia Agent built in ChatKit UI does not render markdown
Hi, You have a major shortcoming in the Zia Agent UI. The test UI that is embedded in agents.zoho.com allows you to test the agent has full support for rendering markdown, but your ChatKit UI does not have support for rendering markdown. If I embed itZoho Forms - Failed CRM Sync Improvement
I'd like to suggest an enhancement to the Zoho Forms and Zoho CRM integration. Currently, once a form entry has been submitted, there is no simple way to push that individual entry to CRM again if needed. Before anyone mentions it, I am aware that theWill I see emails sent via campaigns in CRM?
It would be useful for people to be able to see emails sent via campagins in Zoho CRM is that possible?Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsZoho Books | Product updates | June 2026
Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout RulesWhat is MCP and How Does It Connect to Zoho Invoice?
If you've ever wished you could just tell your invoicing software what to do, without clicking through menus, pulling up reports manually, or switching tabs every five minutes, that's exactly what the Zoho MCP server is built for. MCP stands for ModelAdd spaces to input format
In Zoho Inovices, I am trying to do a custom input format for a custom field. I have tried a few variations, but this is my most recent: ^[a-z][A-Z][0-9][,][-][_][:][ ]$ In this field, I will be entering different alphanumeric information, depending onEnhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length
Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replaceGLM 5 not available
Hello, I am trying to setup a Zia Agent using agents.zoho.com. The settings says that GLM5 is among the list of free zoho hosted models available. However, when I try to setup an agent and pick a model from the list only GLM 4.7 Flash is available. HowSupervisor Rules --> Custom Function
Hello, currently I can't add a custom function to a supervise rule. Is there a reason for this? Background: We have BluePrint managed tickets and actually we have a Supervise rule which should set the ticket to "closed" after 168 hours since the lastVault Chrome Extension Asks for Master Password every single time
Is this supposed to be a feature, or is this a bug? My assumption is that it's a bug, because every time I click on the Extension, there is a red exclamation mark/notification on the Zoho Vault extension. Is the idea with the Extension that I have toWhat's New in Zoho Inventory | April & May 2026
Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated"Make online" not clearing previously downloaded files from disk
I downloaded a large folder via "Make offline" so I could copy it to another location. This worked. When I was done I hoped that "Make online" would restore it to the previous state where those files are not stored locally in TrueSync. This did not work—FinderPermission Denied for Worklogs URL
We're attempting to pull worklogs data from service desk plus and when using the below URL we are met with a message stating we do not have permission. https://sdpondemand.manageengine.com/api/v3/requests/xxxxxx/worklogs/ We used SDPOnDemand.requests.ALLAnyone in Australia using Zoho Books AND has their account with NAB?
Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes andPlease Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps
Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realizePartner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.#12 Never Leave a Billable Hour Behind
A client approves a website redesign project. The estimated effort? 40 hours. The project is going well. A few additional review meetings are scheduled. Several rounds of content changes are requested. A few "quick fixes" get added along the way. TheClose task on Completion Date entry
This discussion is similar to my issue: "backdated-task-completion-date" discussion Scenario: A bunch of tasks have been completed. But, they have not been closed. Time goes by You finally get around to closing those tasks Projects assigns the date theCan I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letterRecords from ATE 29: Knowledge Base, Community, and AI for smarter user education
Hi Everyone, "Ask the Experts 29" was an engaging session, where we explored how to utilize the Knowledge Base for customers and internal teams, as well as emphasizing the importance of our Community. This post highlights the questions and use cases discussed,Deleted User Emails
I need to delete a user as I need to re-use their license, but I'd like to keep all their emails that are attached to various contacts in the CRM. Their emails are hosted externally on an M365 license. Anyone any idea how best to engineer this? TIAIts 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely usefulNext Page