Tips and Tricks #44: Instantly add project reports to your slides with the Zoho Sprints add-on for Show

Tips and Tricks #44: Instantly add project reports to your slides with the Zoho Sprints add-on for Show


Hi Everyone!   



Assume you are delivering a presentation about an ongoing or recent project to your managers. Your team is working on this project using agile methodology, and you want to include a few data graphics to help your managers track team performance and project progress. This can be done easily using the Zoho Sprints add-on for Show.
 
Using the Sprints add-on, you can add charts displaying data from a specific sprint, project, epic, or release, helping you present project updates to your managers in a meaningful and actionable manner.    
 
You can use the Sprints add-on to generate reports from within Show without having to navigate to the project management tool to download reports. All you have to do is install Zoho Sprints from Add-On Store and select your team from the drop-down menu. The add-on will load a set of visual elements called Sprints Cards with real-time indicators, which denote project progress on the slide.   
 
You can pick a Card from the Sprints, Projects, Epic, Users, or Release section, click Choose Card to provide the required details, and then click Create to generate a report.        



You can also sync all your data in real time on your slide, eliminating the need to change the details manually.    



Insert Cards to illustrate a specific phase of your project 

If you want to generate a report about the work items created in a particular phase of your project, you can use the Sprints Details Card to show details like overall project progress and number of work items completed so far.   
 
You can use the Sprint Work Items Card when you want to show the different work items created along with their status in a period.     
 
Note: Using the Select Chart option, you can include charts showing details like overall progress, work item count, and top users in the report.
  

Include Projects Cards to reinforce team objectives

The Projects Details Card is a great option when you want to generate a detailed report about a specific project. Add this to your slide to display details like project owner, duration, description, overall completion rate, backlog items, and number of engaged users.
 
Use the All Work Items Card when you want to create a detailed report about the different work items, estimation points, project status, and time frames for a particular View type.    
 
Note: The Select View type drop-down lists two options: Team View and My View. Select Team View when you want to display all the work items assigned to your team. Pick the My View option when you want to show all the work items assigned to you.   
 
Using the Select Chart option you can add charts showing details like overall completion, backlog items, and status productivity in the presentation.    
 

Add Epic Cards to unfold details of a large feature

For example, let's say your team is working on a set of work items created under an epic that will run across multiple sprints. For this, you can use Epic Cards to generate reports for your epic.    
 
You can use the Epic Details Card when you want to display details like the time frames, estimation points, overall progress, and number of work items for that epic.  
 
The Epic List Card is an ideal choice when you want to show a list of epics that are active, completed, or suspended.   
   

Include User Cards to display the different roles and profiles 

At times, you may want to show your managers different roles and profiles created in your team for a particular period or project. For this, you can pick Users List Cards from the Users section.
 
You can choose the User Details Cards when you want to show a report about a user's performance for a particular period or project. This will display details like their project, role, profile, work item status, estimation point status, and progress meters in the presentation.
 
Note: Using the Select Chart option, you can include charts showing details like user status and progress meter in the report.
 

Include Release Cards to illustrate details of an upcoming launch   

For instance, imagine your team is coming up with the next version of the product and you want to generate a report of this launch on a slide instantly.  In such cases, you can use the Release Details Card under the Release section to display details like the overall progress, release owners, time frames, estimation points, and number of work items.
 
You can further enhance the Cards' visual elements using your Format panel in Show.
 
We hope you found this post useful! We'll be back with more interesting tips for Show.
 
You can connect with us on Facebook, Instagram, and Twitter to learn more about how Show can help improve your business communications. You may also write to us at support@zohoshow.com or comment below.
 

Happy presenting!
—the Show team   







    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • Tips and Tricks #08: Lock and unlock objects in Zoho Show

                                                              Hello everyone, Here is a tip about just one of the many interesting tools in Zoho Show.  Let's say the marketing and design teams are working together on a product launch. With multiple people working on this shared presentation, and rushing to get it
                                                            • Tip and Tricks #01: Take your text for a spin

                                                              Hello folks, Zoho Show's all-new, clear, contextual interface was a great update to an already great product, so we thought you might appreciate some help putting it to good use.  Following this release, the Zoho Show Community is happy to launch  Tips
                                                            • Tips and Tricks #06: Animate text at the paragraph level on Zoho Show.

                                                              Hi guys!   We're back with another Show tip! Before we jump into it, let's read through a quick scenario first.    Say you have a slide with a list of bullets and paragraph levels to present to your audience. The second it's on the screen, your audience
                                                            • Tips and Tricks #05: Add pictures as comments within a slide.

                                                              Hello everyone,   We're back with a new Show tip.  In today's post, we'll look at a more interesting way to comment and collaborate on a slide in Zoho Show. ​ No matter where your colleagues are in the world, using comments to share opinions or give feedback is
                                                            • Tips and Tricks #07: Crop a Picture to Fit a Shape

                                                              Hello everyone, Whether you're designing an adventurous photo collage, your company's brochure, or simply a team introduction for new hires, images always play a crucial role in making your presentation look interesting and interactive.    To help spruce


                                                            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 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

                                                                                                            • No bank feeds from First National Bank South Africa since 12 September

                                                                                                              I do not know how Zoho Books expects its customers to run a business like this. I have contacted Zoho books numerous times about this and the say it is solved - on email NO ONE ANSWERS THE SOUTH AFRICAN HELP LINE Come on Zoho Books, you cannot expect
                                                                                                            • Changing the Default Search Criteria for Finding Duplicates

                                                                                                              Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
                                                                                                            • DUNS & Bradstreet and Credit risk monitoring integration with Zoho books

                                                                                                              Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses can
                                                                                                            • Search on Custom Field

                                                                                                              We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have a
                                                                                                            • Import Holiday Calendars

                                                                                                              HI Zoho Is there anyway of importing an online calendar like https://www.calendarlabs.com into the business hours calendars, to speed up setup of holiday calendars. Also could we also request a feature where you can specify a Holiday as hours, i.e it could be that the company is on a 1/2 day due to a holiday or when it is Eid in the UAE and they are only allowed to work restricted hours so we need the calendar to be flexible to allow for this. Regards Jamie
                                                                                                            • Zoho Forms - Form Rules based on attachment fields

                                                                                                              Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in Rules
                                                                                                            • How can I sync from Zoho Projects into an existing Zoho Sprints project?

                                                                                                              Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
                                                                                                            • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

                                                                                                              Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
                                                                                                            • Add QUOTE OWNER profile image to a Quote Template

                                                                                                              I can add their email address.. phone number, DOB. I need to add a users profile picture so when they assign a template to a quote they own it adds their picture to the cover page. I've tried hacking a solution together but there has to be an easier way.
                                                                                                            • Can't open draft email for editing

                                                                                                              Last night I started composing an email and I let it save in drafts. This morning I want to continue working on the email. It is in my Drafts folder but it will not open. The only option there is to delete it. This is not the first time it has happened. On previous occasions I have just deleted the draft and started afresh, but I really want this one back. Windows 10 with Pale Moon 28.10.0 browser.
                                                                                                            • How to report 'Response violation' OR 'Resolution violation'

                                                                                                              Hi, I want to report on SLA Violation Type. I grouped my tickets on this column. It seems I only get 'Response and Resolution Violation' or 'Not Violated'. The former seems to be given to a ticket if only the Response Time was violated. I would expect
                                                                                                            • Failing to generate Access and Refresh Token

                                                                                                              Hello.  I have two problems: First one when generating Access and Refresh Token I get this response:  As per the guide here : https://www.zoho.com/books/api/v3/#oauth (using server based application) I'm following all the steps. I have managed to get
                                                                                                            • Zoho 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 comptabilité
                                                                                                            • No Response from Zoho Support in 8 Days - Typical?

                                                                                                              I have a couple of issues I'm trying to work through. Initially, I was getting support from support@zohofsm.com, but I have not received a response in 8 days (11 on another question). Is this typical? Can I pay for support? For context, I am not spamming
                                                                                                            • Age Calculation

                                                                                                              I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.
                                                                                                            • Open filtered deals from campaign

                                                                                                              Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,
                                                                                                            • Change scheduling emails time

                                                                                                              When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn
                                                                                                            • Zoho CRM: how can I control which contacts to sync with Outlook?

                                                                                                              I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.
                                                                                                            • How to overcome limitations in meetings

                                                                                                              As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting  in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the
                                                                                                            • Different MRP / Pricing for same product but different batches

                                                                                                              We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
                                                                                                            • Filtering Tickets based on Email headers

                                                                                                              We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`
                                                                                                            • Add a 'Log a Call' link to three dot icon in Canvas

                                                                                                              Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and
                                                                                                            • Syncing Zoho Forms with Bigin - Embedding issue?

                                                                                                              Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embedding
                                                                                                            • Can not add fields to a Section

                                                                                                              I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. What
                                                                                                            • Record Logged in User while using CRM lookup field

                                                                                                              Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted
                                                                                                            • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

                                                                                                              I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:
                                                                                                            • Collaps Notes

                                                                                                              There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note
                                                                                                            • Zoho Down

                                                                                                              I have a drop in my Zoho One services.
                                                                                                            • Runing RPA Agents on Headless Windows 11 Machines

                                                                                                              Has anyone tried this? Anything to be aware of regarding screen resolution?
                                                                                                            • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

                                                                                                              Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication
                                                                                                            • Why am I getting event Pop-up Notification for events that have been cancelled?

                                                                                                              Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the
                                                                                                            • Whatsapp Limitation Questions

                                                                                                              Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
                                                                                                            • Create a draft in reply to an email via Emails API

                                                                                                              Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.
                                                                                                            • India Tech Support

                                                                                                              Is there no phone tech support number for India? And no chat facility either?
                                                                                                            • Billing Management: #1 Billing an Universal Business Routine

                                                                                                              Hello, As the saying goes, "Do the hardest job first", we started with the complex subject in finance, revenue management, which is considered to be the backbone for any business. Now, let's shift our focus and take a deep dive into this Billing Management
                                                                                                            • Show/ hide specific field based on user

                                                                                                              Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just
                                                                                                            • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

                                                                                                              No idea what this is. Can't see what it is explained anywhere.
                                                                                                            • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

                                                                                                              ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら:https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho
                                                                                                            • Zoho Calendar not syncing correctly with personal Google Calendar

                                                                                                              Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal
                                                                                                            • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                              Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                                                                                            • Next Page