Spotlight #1 - Linking work items

Spotlight #1 - Linking work items



Hello everyone, 
  
We are excited to launch our spotlight series. Well, before we get into the topic, I wish to give a short brief on the focus line of this series. 

Spotlight     

Spotlight carries a monthly update on a specific feature in Zoho Sprints. I will walk you through an in-depth analysis of a particular feature with an use case. At the end of each session, you can comment your queries or suggestions. 

We recently launched a feature and I hope you would have seen a new section under 
Settings ---> Manage Work Items ---> Link Work Items

Today, we will be discussing on Work Item Linking.  
 
Prerequisites
  • Ensure whether you are either on the premium or enterprise plan to access this feature. 
  • Only the team owner and admin can create link types. 
Working with default link types
 
Link defines a connection between two relevant work items. Relevance can be related to different types and we call them the Link Types. Zoho Sprints comes up with six default link types.
 
A link type is composed of Link Name and Back Link Name. 
  • A link name is the direct linking that you define between two work items. 
  • A back link name is the reverse linking that is set for two work items.  
Case 1:  Let us take a simple scenario where there are four work items in the backlog. The user wants to create a link between the work items. 
  • Item A:  Create the task form 
  • Item B:  Character limit exceeds for the task name
  • Item C:  Generate task reports
  • Item D:   Resource utilization chart 
User sets the following link types for the above work items:
  • Depends on: Use the "depends on" link type when either of the work item depends on the other. Here, Item C depends on Item A. Only after the user creates a task form they can view the task report.   
  • Has bug: Use the "has bug" link type only for linking bugs. Item B is a bug of Item A. While testing the task form the user finds that the predefined character value exceeds the allowed limit. 
  • Impacts: Use the "impacts" link type when either of the items affects or influences the other. In the above case, Item A impacts Item D. For example, based on the load of the user you can create and assign tasks to them. The resource utilization chart looks balanced if the tasks are assigned equally.  
You can assign similar link types to the relevant work items in your project.
 

 
Working with custom link types
 
If the default link types are not what you are looking for, to link work items, you can create your own link types. Learn more on how to create custom link types. 
 
Case 2:  Becky has used up all the default link types and now she has a different use case. There are three prioritized work items that blocks a work item.
  • Item A: Process invoice to workers
  • Item B:  Time logs of the workers are missing in the back end 
  • Item C: Hours logged via mobile are not saved
Becky cannot process the invoice for her workers as there's a problem in the timesheet module. This blocks her from generating invoice. 

She can create a new link type. Here the Link name is ' Blocks'  and the Back Link Name is ' Is blocked by'. While linking Item A , you can select the back link as 'Is blocked by' and choose Item B and Item C . Since these two items blocks the invoice process. 

Did you know?
  •  We don't restrict users to reopen or close the dependent items before reopening or closing the main work item. You can individually modify the status of the items linked to the 'Depends on' link type.  

  •  You can delink the work items anytime and link them back.
  •  We support linking of work items across projects and sprints. 
Do you have work items that can be interlinked? Use the default link types or create new link types as per your business requirements. If you have any queries or suggestions comment below. 
 
Watch this space for the next spotlight. 
 
Happy sprinting!
Monica. R 

    Access your files securely from anywhere






                    Zoho Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources

                                                          • Sticky Posts

                                                          • Ask the experts - Live Q and A on the latest releases from Jan-Apr 2019

                                                            Hello all,   We are excited to kick-start the 'Ask the experts' community series for Zoho Sprints. This series is user-centric and we will focus more on the latest releases and queries that are frequently discussed in our customer support tickets. The first version will cover all the features released in the first quarter of 2019.    What's in the first half?   The first half of this year has been successful with some feature releases and enhancements. Take a look at the list below: Custom layouts

                                                          • Focus Group #1 - Epics in Zoho Sprints

                                                            Hello, everyone! As a part of our community learning series, we kick-start "Focus Groups" where you'll get a chance to have a look at a feature that's in its beta phase. "Epic" has been one of the most requested features of late. So, our first focus is on epics.  Our engineering team has developed a module for Epic in Zoho Sprints and the feature is in its testing phase now. We've planned to show a small demo to the folks who register with us through this post. You can also evaluate this feature


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep 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

                                                                                                          • Exporting tickets

                                                                                                            I went to Setup -> Organization -> Import/Export in order to export tickets but found 2 issues: 1. The email body never gets exported. 2. There are some large numbers (like 5.57E+16) under certain columns of the exported CSV file. I could not find any export options. Please can you help with this?

                                                                                                          • Editing the Ticket Properties column

                                                                                                            This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this

                                                                                                          • Copy field information to clipboard

                                                                                                            I need to be able to transfer some field information in to the clipboard, so that I can then paste it in to our helpdesk system. Is there a way I could add a button to a detail report that does this?

                                                                                                          • Issuing reconciling a bank statement

                                                                                                            HELP! I'm trying to reconcile a bank statement. The prior month reconciled perfectly. Beginning balance is correct yet I'm off by the same amount each time. Both myself and my office manager, separately and together, have tried to complete this reconciliation

                                                                                                          • Can you inject JS in an HML+CSS+Deluge Page?

                                                                                                            I have an HTML + CSS + Deluge page and need just a little vanilla JS functionality. However, it seems like Zoho Creator does not allow that. I'm required to create a JS widget. Is this correct? If so: 1. Won't this quickly consume my API limit if there

                                                                                                          • Use the searchBy parameter to find user by email address

                                                                                                            I'm trying to find a user is Zoho Desk via the Api. In the documentation I see that there is the possibility to add a searchBy parameter in the request. But I can't find how the search values should be formatted. I've tried multiple things and get either

                                                                                                          • Correlated subqueries not supported in Zoho Analytics. This creates huge limitations

                                                                                                            Running into a major limitation in Zoho Analytics: correlated subqueries simply don’t work, even in completely standard SQL patterns inside a JOIN. Example: LEFT JOIN "Bills" b ON d."Id" = b."Deal ID" AND EXISTS ( SELECT 1 FROM "Bill

                                                                                                          • Unknown table or alias 'A1'

                                                                                                            I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 

                                                                                                          • Detect and ignore bots in visitors

                                                                                                            The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual

                                                                                                          • Zoho CRM - Rename "Estimates" in CRM Finance Suite Integration to "Quotes"

                                                                                                            I'm not sure if it's been 2 or 3 years now since Zoho Books renamed Estimates to Quotes. I still see "Estimates" in the Zoho CRM integration. Could this be added to Translation settings so that some customisation could be made on an account by account

                                                                                                          • Add Real-Time Microphone Audio-Level Indicator During Screen Recording

                                                                                                            Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the Zoho WorkDrive screen-recording experience. Current Limitation: During a recording session, there is no visual indication that the microphone is

                                                                                                          • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

                                                                                                            Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.

                                                                                                          • Allow Recording Only a Selected Portion of the Screen

                                                                                                            Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screen

                                                                                                          • Add Camera Background Blur During Recording

                                                                                                            Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential

                                                                                                          • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

                                                                                                            Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When

                                                                                                          • Display Client Name in Zoho Creator Client Portal Dashboard

                                                                                                            Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently

                                                                                                          • Introducing Dark Mode / Light Mode : A New Look For Your CRM

                                                                                                            Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

                                                                                                          • Managing functions

                                                                                                            Can someone let me know if there are any plans to improve the features for managing functions in CRM? I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have created a naming convention based on tags to filter the list which helps a bit and for some projects I keep lists in a spreadsheet.  I'd like a spreadsheet-style list in CRM with a few custom fields and a way to construct views (like in modules). Maybe even

                                                                                                          • Allow Admins to Transfer Ownership of Their Own Files & Folders

                                                                                                            Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the ownership-transfer functionality in Zoho WorkDrive, specifically regarding administrator capabilities. As administrators, we have the ability to

                                                                                                          • Allow Regular Users to Directly Transfer Ownership of Files & Folders

                                                                                                            Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement related to file and folder ownership management in Zoho WorkDrive. At the moment, a regular user cannot directly transfer ownership of their files or folders

                                                                                                          • How to update custom multi-user field in Zoho Projects?

                                                                                                            I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.

                                                                                                          • Has Anyone successfully integrated Zoho and Sage Intact?

                                                                                                            Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,

                                                                                                          • Finding missing records

                                                                                                            I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

                                                                                                          • Kaizen #57 - Mass Update API in Zoho CRM

                                                                                                            Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the Mass Update API in Zoho CRM. In this post, we will cover the following: 1. Introduction 2. Mass Update Records API  3. Schedule Update and Get Status

                                                                                                          • Creator HTML page refresh

                                                                                                            Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urls

                                                                                                          • Zero Personalization of the File Sharing Experience

                                                                                                            By now (2025) this is the maximum level of personalization available for a Zoho sharing link. We gently asked Zoho if we could modify at least the background, and they replied that it cannot be customized. We're truly disappointed – and surprised every

                                                                                                          • Canvas Flex Box containers should not require a width/height.

                                                                                                            Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational

                                                                                                          • Its 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 useful

                                                                                                          • Automation in Zoho Sprints

                                                                                                            Hi. I have a Sprints board with the following statuses: ToDo, InProgress, CodeReview, Testing, Preprod, Live When a ticket is moved from e.g. Testing to Preprod, the following tags should be modified: remove 'tested OK' remove 'ready for Preprod' add

                                                                                                          • Custom function return type

                                                                                                            Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding

                                                                                                          • Two factor authentication for helpdesk users

                                                                                                            The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company

                                                                                                          • Kiosk can't merge picklist or multiselect

                                                                                                            There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist

                                                                                                          • AGE field from DATE OF BIRTH Field.

                                                                                                            HI! I have a field called date of birth in my CRM (LEADS, CONTACT etc…)     How can I know the AGE today   I would like to create a field AGE. I now how to create a field but I don´t which calculation (CUSTOM FUCTION) to make ¿ANY HELP?

                                                                                                          • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                            Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

                                                                                                          • How to update/remove file in zoho creator widgets using javascript API

                                                                                                            Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API

                                                                                                          • Contact data removes Account data when creating a quote

                                                                                                            Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

                                                                                                          • Introducing Enhanced Storage Management

                                                                                                            We’re excited to roll out two new enhancements in Zoho Recruit, Subscription Information and Storage Management — designed to give admins complete visibility into subscription details, feature limits, and storage consumption — all from one place inside

                                                                                                          • Announcing new features in Trident for Windows (v.1.34.4.0)

                                                                                                            Hello Community! Trident for Windows just got better! With this update we have features that make your daily work easier and more efficient. We've added some features that are exclusive to our app and we're sure you'll find them useful. Let’s dive into

                                                                                                          • Report Hover Setting

                                                                                                            Would be great if we will able to show information to the user while hovering a record in a report.

                                                                                                          • Vertical images displayed as horizontal

                                                                                                            Some pictures that originally are in vertical position are displayed in horizontal after the upload. It seems that system rotates them by 90 degrees. How can I fix this issue?

                                                                                                          • Next Page