Project Management Bulletin: March, 2026
We are passionate about equipping our users with efficient solutions that help them run their businesses successfully. Our collective efforts over the past 2 years have culminated in the launch of Sprints 3.0— built with reliable features, impactful integrations, and AI-powered automation capabilities for Agile projects. Read more about the launch.
Along with the grand launch, we’ve also started an exciting new series that shares ideas to maximize the benefits of Zoho Projects’ features. Here’s a detailed roundup of our new launch, upcoming meetups, and other recent updates.
Explore possibilities ‘Beyond Task Lists’
We’ve kick-started a new series as part of Zoho Projects’s community learning space called ‘Beyond Task Lists’. It aims to showcase the customization capabilities of Zoho Projects by providing comprehensive solutions to real-time business problems, combining multiple features of Zoho Projects.
Read our first post— Effective project and task customization with CodeX
Zoho User Group Meetups
We had a grand time hosting this quarter’s Zoho User Group Meetups in Singapore, Manila, Kuala Lumpur, and Australia. The central topic was ‘Building smarter business workflows with Zoho Projects and Zoho CRM’, and we received a strong turnout for our workshops as well as 1-on-1 sessions.
Upcoming meetups in New Zealand
We have a series of meetups lined up in New Zealand. Be sure to join us!
- Wellington ZUG Meetup on March 18, 2026
- Christchurch ZUG Meetup on March 20, 2026
PM Recommendations
Phases/Milestones- the morale boosters
Have you ever wondered why long treks have halfway points? They serve as psychological markers to build confidence in the trekkers, encouraging them to carry on the rest of their journey. Considerate, right?
Phases in projects play a similar role in motivating your teams as they progress through defined milestones, focusing on smaller, manageable goals. It also helps track the project’s schedule with phased decision points.
Key Releases
As part of Zoho Sprints 3.0, we’ve launched the following features:
Deliver projects within the target budget and optimize project spending with expense tracking. You can choose specific budget types, monitor planned and threshold values to spot overspending, and also gain insights into future budgeting.
Streamline quality assurance in your software development life cycle by planning test cases, managing test suites, and executing test runs right from Sprints. Test management equips QA teams with the test scenarios, execution steps, and expected results, making the process traceable and straightforward.
Design your organization’s unique processes using custom modules— collect necessary data, assign permissions, and setup automation flows to match your precise requirements. With custom modules, you do not have to bend your processes to align with the software, instead leverage the software to fit your goals.
Identifying risks in a project helps teams understand the potential threats and take informed decisions right from the initial stages of the project. Discovering opportunities helps improve outcomes and generate additional value to the projects. The risk and opportunity matrix classifies the level of impact on each project, prompting teams to find ways to mitigate risks and utilize opportunities to maximize the project's potential.
AI-powered Sprints
Explore AI-based voice to text converter, custom module builder, subitem generator, and the most sought after Zoho MCP integration with Zoho Sprints to unleash AI power.
Integrations
A whole new range of integrations with Zoho QEngine, JIRA, and Microsoft SharePoint ensures consistent and up-to date data flow across all applications you use.
A new addition to Zoho Projects Plus:
We’ve introduced Notebook, a note-taking and to-do list management software, in Zoho Projects Plus, allowing you to jot down quick notes, lists, and sketches, or add audio, photo, and file notes — all seamlessly organized, collaborative, and securely synced across devices.
Productivity Tips
We post periodic tips and tricks to help users maximize the capabilities of our products. Here's a compilation of the latest tips:
- User Automation: User based workflow rules & webhooks in Zoho Projects
- CodeX Scripts for Enforcing Custom Project Logic in Zoho Projects
- A note-taking app right inside your project management space for Zoho Projects Plus
Solution Corner
Our solution experts team creates custom functions on demand to meet your unique requirements. Here's a list of recent requests:
Auto-Notify External Users on Issue Closure
Zoho Projects allows external users to report issues to your organization via Web to Issue Form which can be embedded in webpages. Once reported, the issue gets filed and its status can be updated as it progresses.
One of our customers wanted to notify external issue reporters via email when the issue is closed. We implemented this with business rules and custom functions where an email with the issue details is triggered to the reporter once it is closed. Refer this post for the custom function script.
Auto-create Dependent Task on Status Change
We received an interesting requirement to automatically create and assign a dependent task when a task’s status is updated. We worked with the customer to create a custom function to solve their exact requirement. Explore the custom function we created 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 our team will reach out to you!
We hope all these 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
Zoho FSM Video Tutorials
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
Catherine
Monica P
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 Billing 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
ICICI Bank integration bulk payments to multiple vendors
Hi Team, I would like to know why ICICI Bank integration doesn't allow bulk payments to multiple vendors. Other banks such as HSBC, Yes Bank and Axis Bank allows zoho integration to make payments to multiple vendors at a timeZoho Inventory - Profit Margin Feature - Allow Users to Set Default Cost Price Calculation Method
Hi Zoho Inventory Team, I'm working with an automotive parts distributor using Zoho Inventory. They have expressed frustration about having to change the Cost Price Method on every line item they add from the defult "Inventory Valuation Method" to "ItemOpenAI Is Moving to the Responses API: Here's What It Means for SalesIQ
OpenAI has deprecated its Assistants API and is moving to the Responses API. If you're using OpenAI Assistants with SalesIQ, you may be wondering if you need to make any changes to your existing setup. You don't. SalesIQ has already taken care of theDeprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026
I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,Payment for product renewal
Good morning, I am requesting your kind assistance to renew my subscription because when I try to make the payment I get this wayAPI - Available Stock Definitions
Okay, Zoho team... your copywriters fell down on the job for this one :) I think these warrant a bit more explanation as to what they include and what they don't.Calendar Year View?
Is there a way I can view the calendar in year view? Maybe create a page with a view like this?Razorpay + Zoho Billing + Zoho Books Integration
Please help us set up this integration.Proyecto SII
Buenas tardes amigos de zoho. en mi empresa vamos a implementar el proyecto de emisión de facturas SII pero para poder hacerlo hay que subir un xml, estoy intentando automatizar este proceso pero no se como convertir la factura que retorna books a xmlAutomate Workflows at the Subform Level
Hello, Enterprise Support Community! We are excited to introduce an enhancement to Workflow Rules that gives you more control over automation within your records. Previously, Workflow Rules could only be configured at the module level, which meant changesCustom module - change from autonumber to name
I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.What is wrong with this sendmail message?
I keep getting improper statement errors on the message, but I cannot see a problem. Also, if the message is much longer the whole message turns black instead of being coloured yellow, red and blue. client = Clients[ID == input.Client_Lookup]; sendmailsales IQ issue on website
i integrated the zoho sales IQ code on the website but it is comming in distroted form i am sharing the screenshot below the website is bulit in wix platformZoho Creator - Install app from Gallery takes too long
I'm trying to install the 'Volunteer Portal' from the app Gallery of Zoho Creator. It has been busy installing the app for over 2 hours now. It might be okay, but how long is something like that supposed to take? I never installed anything from that GalleryAutomate customer follow-ups with Sequences in Bigin
Greetings, We hope you're all doing well! We're happy to announce a new feature that we've added to Bigin. Following up with every lead at the right time can be challenging, especially when your team is managing multiple conversations across emails, calls,How can I load a network into the cliq desktop app?
I have both the standard cliq log in for my org and I am part of a cliq network. In the browser I can choose which I log in to. However, in teh desktop app if I log in it will alwasy load my org's cliq. Can I switch this to the network I have create4.7.500 Server busy. Please try again later from [136.143.188.52]. (S77719) [SJ1PEPF00001CE2.namprd05.prod.outlook.com 2026-09-04T11:42:24.261Z 08DF0918255760D6]
4.7.500 Server busy. Please try again later from [136.143.188.52]. (S77719) [SJ1PEPF00001CE2.namprd05.prod.outlook.com 2026-09-04T11:42:24.261Z 08DF0918255760D6]Set Up Google Tag Manager for Your Zoho Recruit Career Site
Understanding how candidates interact with your career site can help you improve their experience and make better decisions about your recruitment process. With the new Google Tag Manager (GTM) integration in Zoho Recruit, you can connect your careerGmail users think they've replied to invite when they havent.
Hi, I think there's an issue when inviting gmail users to a zoho calendar event. Basically, when an invite from zoho calendar is received by a gmail user, gmail has this functionality where it will render "yes/no/maybe" buttons that, when clicked, theyTranslated country names in Address field not sorted alphabetically
Hello. I have a form with an address field that includes the country dropdown. The primary form language is English (as is the Zoho Forms account language). The form has been translated into German from the form's Settings > Translation functionality.Zoho Commerce Microstore to bypass customer portal on spesific items
Hi everyone, I’m currently testing the Microstore feature in Zoho Commerce and trying to understand how it behaves with access restrictions. My goal is the following: Even though the customer portal is enabled (and the main store requires users to signCalendar Attachments in iOS Mail App
It appears that viewing or accessing attachments to a calendar event is not possible in the iOS mail app. Is this correct? The ability to view calendar attachments in the mobile app is vital for me. Is this just a setting I'm missing somewhere?Grey border on inserted Sheet on Write document
When inserting a Sheet on a Write document, it show an ugly gray border. How to get rid of it?Send workflow alerts as a single mass email to all recipients
Managing workflow notifications becomes easier when everyone needs visibility into who received an alert. With this enhancement, workflow email alerts can now be sent as a single email to all recipients, giving recipients visibility into the other usersKaizen #253 : Custom Validation for Blueprint to Enforce Mandatory File Uploads and File Extension Compliance Using Client Script
Welcome to another exciting Kaizen post on Client Script! Have you ever wanted more control over what gets uploaded to a File or Image field in Zoho CRM, like restricting file types, validating file names, or showing a custom error before an inappropriateHow do I migrate from Office 365 to Zoho Mail?
Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and choose【続々公開】Zoholics Japan 2026 セッション情報を更新しました！
ユーザーの皆さま、こんにちは！ Zoholics Japan 2026のセッション情報を続々と公開しています！ 今年は3つのトラックで、Zohoの最新情報やAI活用、製品アップデート、 活用事例など、多彩なセッションをお届けします。 現在公開中のセッション（一部） ・Zoho CRM 製品アップデート ・Zoho CRM Plus 製品アップデート ・Zoho Community セッション ・Zoho Desk セッション ・中堅・成長企業の人事DX ～AI時代に何から始めるべきか？～ ・ZohoZoho Forms integration Google Sheets
Hi, quick one. I wonder if you can help. I have a Zoho Form integrated to a Google Sheet. The fields are showing across the top, but no records are there. I have checked in Zoho Forms to see if there have been any failed integrations, but there are none.What's New in Zoho POS - August 2026
Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. This month, we’re taking a closer look at our new Loyalty Program functionality and exploring how it can help your business.Zoho ERP | Product updates | June 2026
Hello users, We launched Zoho ERP on January 23, and since then, our goal has been to help businesses streamline and manage their operations with greater efficiency, flexibility, and control. Since the launch, we've continued to enhance the platform every3 numbers after comma in discount field
Hi, i need to make discount like: ex. 34,345% it's possible? Thank you.ZOHO Campaigns in ZOHO Analytics - Campaigns vs Contacts Table
There seems to be information in the Zoho Campaigns table such as Unique Opens and Unique Clicks that can't be found in the Campaigns vs Contacts table where only Opens and Clicks are shown on a per contact level. Is there a way to bring Unique OpensCanva Integration
Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,Default Country list suggestions on CRM is different then on Book; how do/did others address this?
So I already have a support ticket in for this and waiting for a response but figured I'd ask the community also to see if others experienced the same problems and/or how they went about addressing it because sometimes I feel like I'm going crazy withVehicle Tracking
we have GPS devices that installed on our vehicles, and we would like to know if it's possible to get vehicle live location data from the GPS device To Zoho Creator App. Thank YouCheck out the new Checkbox in Zoho Sheet
Checkbox, the simple GUI widget that lets you choose between two mutually exclusive options i.e Yes or No, is now in Zoho Sheet. Having made it across the web, Checkbox is familiar but is still elusive to most spreadsheet software. Special developer ribbons, macros and all other complexities to add a checkbox to a spreadsheet? Not in Zoho Sheet. How to add Checkbox to Zoho Sheet? Adding a Checkbox in Zoho Sheet is simple. Select a cell/range and choose "Checkbox" in "Input Controls" under the FormatCustom Calendar View for a Custom Module in Zoho CRM
Hello everyone, I’m looking to create a calendar view (monthly grid, similar to Google Calendar) for a custom module in Zoho CRM, based on a date field within that module. The goal is to have a highly customized visual layout — colors depending on theEnhancements related to emails
Dear All, We hope you're well! We talked about the new email configuration in our previous announcement. In line with that, we're here with a few enhancements related to emails in Zoho CRM to improve how users view their emails and attachments from withinProject Change Orders and Additions
We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure outHow Can I Recover My Website After the August Spam Update?
Hi everyone, My website was hit quite badly during the August spam update 2026, and I'm trying to understand what I should do to recover it. My traffic and search visibility have dropped, but I'm not sure what exactly caused the problem. I have alreadyNext Page