Project Management Bulletin: May, 2026
Welcome back to our latest edition of Project Management Bulletin packed with our new releases, exciting new roadshows, and insider tips! But first, we have a question for you:
Does your PM software adapt to your organization’s goals, or are you reshaping your processes to fit the software?
If your answer is the latter, our latest release is tailored just for you!
Zoho Projects Infinity is designed to offer you a flexible platform that is customizable at every step, empowering you to leverage the software to fit your goals. In this release, each core element of the software including modules, reports, and dashboards is customizable, with a rich layer of AI, combining Zoho MCP’s intelligence. Learn moreZoho Projects Infinity is the result of countless hours of hard work and unwavering commitment from our team. We are all ears for feedback and suggestions from you!
Zoholics 2026
Our excitement stands contagious as the Zoholics season has officially began! We are travelling around the world, showcasing our product capabilities, while connecting with our valued customers and partners.
Our recent event at the USA was a great hit as we showcased AI-enabled projects and connected with the attendees in 1:1 sessions. Find our schedule here
Zoho Projects Roadshow’ 26
We're gearing up for this year’s roadshows around Asia-Pacific regions. Roadshows open a chance to learn directly from our experts, raise questions in our interactive sessions, and also build new connections with different businesses. Check our agenda and registration details here
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:
- Aggregate & Analyze data using Summary field in Zoho Projects
- Choosing the Right Automation in Zoho Projects
- Calendar in Global View for Zoho Sprints
- Set rules for Release layout in Zoho Sprints
- Add org-specific data with Custom modules in Zoho Sprints
- Manage Testing Process in Zoho Sprints
Building extensions in Zoho Sprints
Here’s an exciting new series for developers who are looking to build new extensions in Zoho Sprints. We guide you through the detailed steps to create, deploy, and publish Zoho Sprints’ extensions in Zoho Marketplace.
- Introducing our new 'Extension Development' Series!
- Building extensions #1: Creating, testing, and editing extensions for Zoho Sprints using Sigma Cloud Editor
- Building extensions #2: Publishing and sharing Zoho Sprints extensions using Sigma Cloud Editor
Beyond task lists
Acquaint yourself with the customisation capabilities of Zoho Projects
Did You Know (DYK) series
Get to know the functional nuances of powerful features and enhancements of Zoho Projects.
Key Releases
Here’s a roundup of new releases in Zoho Projects:
- Summary Field consolidates values from multiple fields and presents them as a single result. This is a new addition to our layout fields where you can choose a module, field, and function to summarize, and view the result in the task details page.
- WhatsApp Integration allows you to notify real-time updates to your customers by integrating a WhatsApp Business account with Zoho Projects. You can configure the WhatsApp message template and configure it in workflow rules to trigger notifications on actions.
- Build your own Custom Dashboards to visualize important project metrics, progress indicators, graphs, statistics, and other key performance indicators, to gain a quick overview of all your projects. Custom dashboards provides you the control to design your own dashboards and choose what you want to view, ensuring a better overview experience.
Zoho Sprints has introduced a few handy features like:
- Test Management Export allows you to export test cases and their execution details in XLS or CSV formats. Save your test cases and executions for offline access or external sharing.
- Layout rules automate actions on layout fields by dynamically changing the field behaviour based on primary input. We’ve introduced layout rules for releases, where you can configure your release layouts with automation rules.
- Sprint Capacity Planning enables sprint managers to efficiently assign work items to sprint users based on their capacity. This helps balance the workload in teams and improve the overall output.
- Calendar in Global View introduces a weekly and monthly calendar view to track all project activities globally. In this view, you can view the project schedule, work items, sprint, epic, release, timesheet, and meeting.
Solution Corner
Our solution experts team creates custom functions on demand to meet your unique requirements. Here's a list of recent requests:
Auto assign resources as task owners
In Zoho Projects, Resources are equipment that are used to perform project activities. It could be machinery, a licensed tool, or any hardware device.
A customer requested Resources to be assigned directly as task owners. We created a custom function and triggered this action using a workflow rule in Zoho Projects. Refer to this post for the complete steps.
Notify admin when a user invite is accepted
A portal’s organization admin sends out multiple invites for team members to join. Instead of checking the status of the invite manually, an admin requested that they be notified when a user accepts the invite. This requirement was fairly simple to achieve with workflow rules in Zoho Projects. Explore the predefined workflow rule we created to solve this requirement.
Auto-assign tasks on completion
We received a niche request where the user had a bunch of tasks in their project and wanted to auto assign each task, right after the previous one gets completed. We created a custom function to handle this request.
Interestingly, @Vivek Rai suggested an upgrade to this use case, where the users to be assigned to tasks could be fetched dynamically. Take a look at the new custom function we suggested 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
kiran
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
I have been looking for CVID to get segmate list where & how can fnd it?
I am trying to get segment details from the Zoho API. The API documentation says that the CVID is a mandatory parameter, but I cannot find the CVID in the "getmailinglists" API. Can you tell me where to find the CVID?How do I increase the email attachment size in Zoho CRM ?
It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatlyIntroducing Incentives for Zoho CRM: Build, automate, and track sales commissions
Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performanceSubforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSMCannot format "start date" field in Zoho Flow
I am trying to recreate a flow that connects Inventory package creation to Zoho projects (where a task is created in a defined project). I've been able to troubleshoot everything EXCEPT the date fields; specifically the "start date" - which is quite importantDynamic Signature - Record owner
Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to referenceAdd ZeptoMail to Zoho One
Hi Zoho Team, I would like to request that ZeptoMail be added as a fully included application within Zoho One. Why this is important Zoho One is positioned as a unified business operating system that brings the applications an organization needs underGETTING THERE THANKS
So we are still testing thanks to the great Zoho team for firstly getting pricelists working (essential) and writing some code to hide delivery and pickup options. Brilliant. So price lists are a definite mainly because of VAT. We run our Zoho books withTime Zone is incorrect
Time zone is not working properly...I've checked it twice. I'm eastern U.S. time it's currently 12:22 pm EST. CRM shows 3:22 pm EST.CRM wants to access other apps and services on this device (Documents area)
Did anyone else see this today? It only seemed to popup in the Documents area. Blocking it did not stop the ability to upload files there... Why is this coming up and what apps/services is it requesting in the background? Also, is it applicable elsewhereCustom 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.How can I populate dropdown data with information from another source or app?
I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?Dynamic Field Folders in OneDrive
Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the sameZoho Tables is now available in Zoho One!
Hello Zoho One users, We’re excited to announce that Zoho Tables is now included as a part of Zoho One suite! As teams grow, managing projects, approvals, inventories, campaign trackers, and operational workflows across multiple spreadsheets become difficult.Getting there -thanks
So we are still testing thanks to the great Zoho team for firstly getting pricelists working (essential) and writing some code to hide delivery and pickup options. Brilliant. So price lists are a definite mainly because of VAT. We run our Zoho books withAutomatically remove commas
Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom#3 Making it look like my business
Day 3: Meera had created her first invoice. The numbers were right, but something still felt unfinished. Her studio name was there, but the address did not look the way she wanted. Her logo was missing, and the invoice did not really feel like it cameZoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilitéScan & Fill with double quote key/value pairs
Hi, An old Ticket moved to a Topic/Idea: I love the idea of the new Scan & Fill as it nearly covers my previous request for a QR Scanner to read a multi-part QR Code. My QR Codes are hard-coded as below: {"key1":"value1","key2":"value2","key3":"value3"}Increase the "Maximum Saved Entries per User" Options Limit
Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have moreHEIC File Type Viewer
Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open itMap Dependency Upgrades in Zoho CRM
Map Dependency Fields enhancements are now available across all DCs. Hello everyone, We’ve introduced a set of enhancements to Map Dependency Fields to make setup simpler, faster, and more intuitive. Map Dependency helps control how values appear acrossSpecific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified
I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if thatProgrammatic Itemized Expenses?
It does not appear that it is possible to create itemized expenses programmatically (via the API)? Is this correct, or am I misunderstanding the situation?Zoho Forms Submission URL
Hi Zoho, It would be great to have a URL which can take us to specific form entries. For example: https://forms.zoho.eu/ACCOUNTNAME/report/FORMNAME/records/UNIQUE-REF I currently have a use case where I want to use Zoho Flow to create a module entry inOptional Parameter in Deluge Sendmail function to link email to record
I love sendmail - it offers flexibility (and, with standalone functions, commonality with minimal maintenance) over the years the templates hadn't offered. I understand the templates have come a long way, but I still prefer sendmail most days. That said...Zoho CRM Functions: Redesigned Interface, Rich Analytics, and Multi-Language Support
Hello everyone! We have given Functions in Zoho CRM a major overhaul with a new interface that makes it easier to build, organize, monitor, and troubleshoot your functions throughout their lifecycle. As part of this revamp, we have also introduced a unified📣 And the Bigin Customer Award winners are...
50+ entries. Customers from across the globe. So many great Bigin stories. And now, it's time to celebrate the people who stood out. We launched the Bigin Customer Awards to see how businesses are using Bigin in their own unique ways, and you did notReport Configuration - Unable to select "File_Upload" under Supporting Document
Good day everyone. I encounter this issue whereby i have difficulty to select "File_Upload" under Supporting Document when i configuring my report. Ps: I have create Supporting Document in Zoho creator form as subform and the add this "File Upload" insideZoho CRM Multi-select values not translated
Hello! I have some issue with translate custom multi-select fields in zoho CRM in other language. I download export file, but it has all my custom fields and picklist values exept multi-select fields picklist values. Please, help me to undestand, isGo Multilingual with Instant Bot Auto-Translation
Imagine you run a travel company with customers across different regions. Your website chatbot helps visitors discover travel packages, answers questions, and makes bookings. As your business expands into new markets, you want to offer the same experienceCreate Flexible Layouts with Layout Rules
In a project, when a work moves from planning to execution, the information teams need can change at every stage. A project can need one set of details, a phase can need another, and a custom process may require an entirely different set of information.Zoho Sites after login page blank
after i login to zoho sites, it stalls at a blank screen please helpMap My Client Locations for Zoho CRM Extension: Turn CRM Addresses Into Action
Hello everyone, Your CRM knows who your customers are. Now, see where they are on the interactive map directly from Zoho CRM. Introducing Map My Client Locations for Zoho CRM, an extension built for businesses that rely on sales visits, field service,Find the conversions hiding outside your funnel: User Journeys is now live in PageSense
Hello Everyone, We are excited to announce that User Journeys is now live in Zoho PageSense. Here is what that means for you. Funnels are great for one thing. They tell you how the path you designed is performing. Homepage to product to cart to checkout,Zoho CRM Error message #2 : Fixing [Invalid Credentials] and [Authentication Fail] while configuring IMAP
Hi Everyone! As a part of our Zoho CRM Error messages series, we're going to focus on couple of error messages that you might encounter while configuring IMAP and ways to resolve them. These are: [Invalid Credentials] [Authentication Fail] The annoyingZoho Community Digest - August 2026 | Part 4
Hi everyone, and welcome back! We're closing out August with a strong final week, from Incentives for Zoho CRM bringing commission management inside the platform to Sequences in Bigin automating customer follow-ups end to end. There's also an IP allowlistRelated Lists: Consolidate cross-module data
A new and efficient way to connect your project data across the boundaries of modules, entities, and applications. Introducing related lists to incorporate related records from any module, entity, or external source directly into the detail view of aZoho Workshops in Frankfurt a.M. | 07. & 08. Oktober 2026 | Nur noch 1 Monat
Liebe deutschsprachige Zoho Community, Nur noch einen Monat bis zu den Zoho Workshops in Frankfurt! Am 7. und 8. Oktober ist es soweit: Die Zoho Workshops kehren zurück und finden dieses Mal im Radisson Blu Hotel, Frankfurt am Main, statt. Wenn Sie IhreBilling Status and WO Status Field Colors -
Hello Team, I noticed that the colors of the Billing Status and WO Status fields in the WO module have been changed. (Org ID:170000078905) This is not urgent to correct, but I wanted to bring it to your attention so you can check whether this is a systemNext Page