Project Management Bulletin: June, 2025

Project Management Bulletin: June, 2025



 
Our project management suite's representatives have been busy socializing with global customers in the USA (Zoholics) and Australia (roadshows). We also had multiple stop overs at our customer’s establishments and were glad to see the efficiency our products added to their work. Our teams have come back with all your requirements and are hard at work analyzing and implementing them into the product.
 
This edition of our project management bulletin brings you the recent developments in our suite of products, a round-up of our meetups, exciting new videos on our AI developments, and much more.
 

Project management meetups

Zoholics USA 2025

We exhibited Zoho Projects and Zoho Sprints in Zoholics USA this May, and it was an absolute hit! Multiple workshops and sessions were held to educate our users about the nuances of both products. We received a tremendous response, making this an engaging session for the participants.
 

Zoho Projects Roadshow

We conducted roadshows in Melbourne and Auckland. This was a wonderful opportunity for us to network with our customers, understand and address their pain points, and gain valuable insights into their real time requirements and how Zoho Projects can align with their objectives.

 

Idea

PM recommendations

Have you noticed how tasks end up oversized—bigger than you anticipated while planning the project?

Well, you can still break them down into subtasks in Zoho Projects and subitems in Zoho Sprints to promote better organization and management.

Featured videos on Zoho Sprints

      
 

Key releases

Here's a list of new updates from Zoho Projects and Zoho Sprints:
  • Organized Automation in Zoho Projects: All automation settings—Blueprint, Workflow Rules, Email Templates, Email Alerts, Webhooks, and Macro Rules are now grouped under Settings>Automation. This helps you find everything related to automation in one place.
  • Terminology Update in Zoho Projects: The Timesheets terminology has been updated for better understanding. Each entry is now called a time log, while a group of time logs is referred to as a timesheet.
  • Portfolio dashboard PDF Export in Zoho Projects: Users can now export their project's portfolio dashboard in PDF files. Encryption is available to add a layer of security, and a download link is also sent via email.
  • Profiles UI/UX revamp in Zoho Projects: The Profiles permissions UI/ UX is made more elaborate. The permissions are divided into six sections: Module Permissions, Others, Portal Permissions, Settings, Integrations, and Field Permissions. Users and Clients' access levels can be monitored for all actions across all sections.
  • Import Timesheet in Zoho Sprints: You can now import timesheets from files in Zoho Sprints. Your log hour entries can be imported into your workspace from XLS, CSV, or JSON files, and file fields can be mapped with Zoho Sprints fields to ensure proper data import.
 
Notes

Productivity tips

We post periodic tips and tricks to introduce new features to our users. Here's a compilation of the latest tips:
 

Solution corner

Our solution expert team creates custom functions on demand to meet the unique requirements of customers. Here’s a curated list of the top custom solutions for you.

Update a custom field based on a blueprint's parallel transition

We received an interesting requirement from a customer who has an existing blueprint configured with four parallel transitions. When one of these transitions is not performed, the customer wants a specific task custom field to be updated with the user name responsible for that transition. If you have a similar requirement, refer the custom function code in this post.  
 

Sync tasks from Zoho Projects to Zoho Mail

A power user of Zoho, with a paid subscription of Zoho Projects and Zoho Mail, wanted to automatically add tasks to Zoho Mail’s To Do list when a task is created in Zoho Projects. Refer this post to know how we used Task Custom Functions and Workflow Rules in Zoho Projects to automate this requirement.
 

Start, pause, or stop the timer on task status update

A customer requested that timers automatically start, pause, or stop based on the task status updates, ‘In Progress’, ‘Hold’, or ‘Closed’ respectively. We suggested Task Custom Functions along with Workflow Rules to automate the timer’s progress. Check out this post for the script.
 

Auto-update task work hours based on custom field value

One customer wanted to automatically update the work hours of a task based on custom field value. They had a set mapping between task type and work hours. Here’s the custom function we created for this requirement.
 

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.
 

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.







                              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

                                                              • 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 from
                                                              • Catch 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 Zoho
                                                              • Resource 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 recurrence
                                                              • Deprecating 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


                                                              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

                                                                                                                • {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

                                                                                                                  Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,
                                                                                                                • Function #53: Transaction Level Profitability for Invoices

                                                                                                                  Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
                                                                                                                • Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

                                                                                                                  While working with customers across different industries, we have identified a few functional questions and gaps that commonly arise—especially for project-based and service-oriented businesses. Many organizations, such as those in shipping, construction,
                                                                                                                • [Free Webinar] Zoho RPA - OCR, PDF Automation, & More

                                                                                                                  Hello Everyone! Greetings from the Zoho RPA Training Team! We’re excited to invite you to our upcoming webinar on the latest release updates for Zoho RPA, where we’ll unveil powerful new capabilities designed to make your automation journey smarter, faster,
                                                                                                                • Zobot Execution Logs & Run History (Similar to Zoho Flow)

                                                                                                                  Dear Zoho SalesIQ Team, We would like to request an enhancement for Zoho SalesIQ Zobot: adding an execution log / run history, similar to what already exists in Zoho Flow. Reference: Zoho Flow In Zoho Flow, every execution is recorded in the History tab,
                                                                                                                • Global Search Settings

                                                                                                                  I'd love a way to remove some modules from being included in the global search. This would allow use to provide a better user experience, limiting the global search to only those modules that are regularly used removing any models used for background
                                                                                                                • Card Location in Zobot

                                                                                                                  Hello, when using the “Location” card in a codeless builder Zobot, the behavior in WhatsApp is inconsistent. When asking the user to share their location, they can type a message, which will return the message “Sorry, the entered location is invalid.
                                                                                                                • Automation Series: Auto-create Dependent Task on Status Change

                                                                                                                  In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup using
                                                                                                                • Languages in Zobot

                                                                                                                  Hello, I have found a list of supported languages for the Zobot. The information specifies the languages are supported in the following 3 features: SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks)
                                                                                                                • Composite items inside of composite items; bill of materials needed

                                                                                                                  Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights
                                                                                                                • Action required: Reauthorizing your Google account in Zoho Sign for automatic cloud backup to Google Drive

                                                                                                                  This is applicable to users who have already configured automatic cloud backup to Google Drive. Hi there! Google has mandated reauthorization of all preconfigured third-party integrations to ensure only the necessary scopes are shared as an improved security
                                                                                                                • Zoho CRM Layouts

                                                                                                                  I have customised all our modules, Leads, Contacts and deals, and within them, I have created lots of different layouts depending on the type of Lead or contact, for example. Since the new Zoho UI came out, they have all disappeared. I have gone into
                                                                                                                • Streamlining E-commerce Photography with AI Background Tools

                                                                                                                  Hey Zoho Community, I’ve been messing around with ways to make product images less of a headache for fashion brands on Zoho Commerce. You know how boring generic backdrops can get, and how much time traditional photoshoots eat up, right? I tried out this
                                                                                                                • 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
                                                                                                                • hide resolution from help centre

                                                                                                                  to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not public
                                                                                                                • Multiple Cover Letters

                                                                                                                  We are using the staffing firm edition of Recruit and we have noticed that candidates cannot add more than one cover letter. This is a problem as they might be applying for multiple jobs on our career site and when we submit their application to a client,
                                                                                                                • Zoho Analytics + Facebook Ads: Performance Alerts for Active Campaigns

                                                                                                                  Is it possible with integration of Zoho Analytics with Facebook Ads and set up alerts or notifications for active campaigns when performance drops? For example, triggering a notification if CTR goes below a defined threshold or if other key metrics (like
                                                                                                                • Multiple upload field CRM

                                                                                                                  I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?
                                                                                                                • Sort by age

                                                                                                                  It would be very helpful if there was a way to sort by age in the Age column. Please add this function if possible. Thanks!
                                                                                                                • Lookup Field Option Not Available in Customization

                                                                                                                  Hello, I am trying to customize different modules (e.g., Work Orders, Systems, and others), but I am unable to find the Lookup field option in the layout customization. When I go to: Setup → Customization → Modules and Fields → Add Field The Lookup field
                                                                                                                • Scheduled sending of a poll and its results

                                                                                                                  Is there a way to schedule sending a poll to all my users and have the results sent separately to the team?
                                                                                                                • Canvas View bug

                                                                                                                  I would like to report a bug. When clone a canvas view from an existing canvas view, if the original canvas view have canvas button with client script. Then the new create canvas view will have canvas button, it is make sense. But when I try to delete
                                                                                                                • Integrating Zoho Suite and apps more with Linux

                                                                                                                  I just got introduced with Zoho just couple of months ago, and I've already planned to contribute to it, even though it's not an open-source software. Still I have found it's potential to beat the tech giants and still being respective towards data privacy
                                                                                                                • How do I edit the Calendar Invite notifications for Interviews in Recruit?

                                                                                                                  I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent
                                                                                                                • Store Submitted Forms as PDF

                                                                                                                  Hi there, Is there a method to store Form submissions as a PDF in workdrive for archival? I set the form to email the submission to the user and an internal inbox but I'd really love to store the final form as PDF in workdrive automatically. I can't seem
                                                                                                                • Separate Items & Services

                                                                                                                  Hi, please separate items and services into different categories. Thank you
                                                                                                                • CRM->INVENTORY, sync products as composite items

                                                                                                                  We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,
                                                                                                                • Add an option to disable ZIA suggestions

                                                                                                                  Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow
                                                                                                                • What's new in Zoho Sheet: Simplify data entry and collaboration

                                                                                                                  Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally
                                                                                                                • Zoho Creator Developer Console | Improved Distribution and Lifecycle Management for apps

                                                                                                                  Hello everyone, We're excited to introduce new enhancements now in the Zoho Creator Developer Console. These updates strengthen private app distribution through licensing controls and extend environment support across all installed apps, helping teams
                                                                                                                • [Webinar] Solving business challenges- Handling the challenge of transitioning to Zoho Writer from legacy tools

                                                                                                                  Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization's
                                                                                                                • Feature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce

                                                                                                                  Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recently
                                                                                                                • 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,
                                                                                                                • Closing off tasks automatically based on project status

                                                                                                                  Is there a way to close off all open tasks when a project is set as Cancelled?
                                                                                                                • [Free webinar] Understanding connections and datasources in Zoho Creator - Creator Tech Connect

                                                                                                                  Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,
                                                                                                                • Bridge the Gap Between your Service and Finance Teams

                                                                                                                  In field service, the most expensive distance isn’t the drive to a customer’s home—it’s the gap between a finished job and a paid invoice. Zoho FSM leverages the power of Zoho Invoice to handle and manage billing operations. It enables you to: Instantly
                                                                                                                • Direct URL to "View Record"

                                                                                                                  I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help
                                                                                                                • Live Chat for user

                                                                                                                  Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,
                                                                                                                • SalesIQ Chat Owner to CRM Lead Owner Mapping

                                                                                                                  There is no proper mapping between the SalesIQ chat owner and the CRM lead owner. When a chat is assigned to an agent, the lead created in CRM is often assigned to a different user, forcing admins to manually change ownership every time. This creates
                                                                                                                • Product line search in quotes

                                                                                                                  Is there a way to change the search setting when you add a product line to a quote. We have created a field in products called 'Part Number' and I would like when I'm adding a product line to the quote that I can search on that field. At the moment it only searches on product description. In products I can search on the 'Part Number' field Any help welcome.
                                                                                                                • Next Page