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
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
Sadhana S
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 itTip 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 TipsTips 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 audienceTips 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 isTips 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
New to Zoho TeamInbox?
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
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
JOB WISE INVOICE PROCESS
I WANT TO ENABLE JOB WISE TRACKING OF ALL SALES AND PURCHASEPDF Template have QTY as first column
I want to have the QTY of an item on the sales orders and invoices to be the first column, then description, then pricing. Is there a way to change the order? I went to the Items tab in settings but don't see how to change the order of the columns onRAG (Retrieval Augmented Generation) Type Q+A Environment with Zoho Learn
Hi All, Given the ability of Zoho Learn to function as a knowledge base / document repository type solution and given the rapid advancements that Zoho is making with Zia LLM, agentic capabilities etc. (not to mention the rapid progress in the broaderWelcome to the Zoho ERP Community Forum
Hello everyone, We are thrilled to launch Zoho ERP (India edition), a software to manage your business operations from end to end. We’ve created this community forum as a space for you to ask questions, comment answers, provide feedback, and share yourIn App Auto Refresh/Update Features
Hi, I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users. The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps. I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With theConsolidated report for multi-organisation
I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.IMAP mail after specify date
Hi My customer's mail server is on premise and mail storage is very huge. So It never finish sync. and finally stop sync. Cloud CRM have a option like zoho mail sync mail after some date.Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation
Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responsesNotes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedSearch Bar positioning
Why is the Search bar on the far right when everything is oriented towards the left?Import Error: Empty values for mandatory fields - Closing Date
Hello, I've tried multiple times to import a CVS Potential list from another Zoho account. But the error message I get is: Empty values for mandatory fields - Closing Date There are valid dates in this field, so I don't understand why this error messagesFeature Requests - Contact Coloured Picklist Visibility & Field Visibility During Ticket Creation
Hi Desk Team, I have 2 feature requests for you. Since Coloured Picklists are now available in Desk, It would be great if the colours were visible on the Related Details (Contact Information) when creating a ticket. In the screenshot below, I have 2 fieldsHow to integrate XML with Zoho CRM
Hi, I have an eCom service provider that gives me a dynamic XML that contains order information, clients, shipments... The XML link is the only thing I have. No Oath or key, No API get... I want to integrate it into Zoho CRM. I am not a developer norFeature Request - Ability to Customise Contact Info Card on Ticket Details View
Hi Desk Team, I've added a "Contact Priority" and "Account Prioirty" field and it would be very useful to agents if they could see that information in the Contact Info card on the Ticket Details view. It would be great if we could choose some fields toTax in Quote
Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax fromZoho Flow integration with Facebook Messenger and Whatsapp
Hi there, any plans of adding integrations with Facebook Messenger and Whatsapp into Zoho Flow? Seems that more and more business are delivering automated updates such as "your order is received", "your order has been shipped" and so on via these two platforms. Not sure if Whatsapp has the API access needed i am pretty sure that Facebook Messenger has... Kind regards Bo ThygesenMulti-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each.Campaigns unsubscribe/manage preferences links
Hi, Where can I edit the unscubscribe and manage preferences link in the footer of the email. I would like it so that when you click 'manage preferences' an form opens up that allows the person to choose what type of emails they do and don't wish toemail address somehow still not verified (?!)
L.S. After creating a new email template in CRM I was about to send a group email to my clients, then Zoho CRM announced that they would change the sender address to some kind of Zoho-e-ddress because my email address "has not been verified". Not onlyMarketing Tip #17: Add credibility to your online store with Review Widgets
One of the fastest ways to build trust in an online store is to show real customer feedback right where people are deciding to buy. Third-party widgets let you embed things like Google Reviews, Instagram feeds, or even a WhatsApp chat button. These addadding several team members to an Opportunity
How can we add several team members to one opportunity for collaboration? I have researched and only found something called Deal Team which I cannot find in my CRM to configure.PDF Annotation is here - Mark Up PDFs Your Way!
Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. NoBulk update Profile Permissions
Dears, What should we do if we add new forms or reports and need to update more than 20 permissions? Updating them one by one feels pretty harsh, doesn’t it?Filter in fields from Jira extension
We have installed the Jira extension so we can maken Jira issues from Zoho desk. In Zoho desk I can also see the Jira issue status for example but I can not filter on this field. I would like to setup an filter showing me the closed Jira issues. How cantext length in list report mobile/tablet
Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.Zoho Creator customer portal limitation | Zoho One
I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)Link Contacts to Billed Accounts
Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?Export all of our manuals from Zoho Learn in one go
Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, HannahHistorical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk
My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usuallyPre-Zoho Sales Info - Best Way to Add to Desk / CRM
My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usuallyShift-Centric View for Assigning and Managing Shifts in Zoho People
Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding the shift assignment and management view in ZohoCRM function REST API response format
Is there a way to control the JSON response returned by the CRM function REST API? If I call a function using either OAuth or an API key it returns a 200 OK response with a string in the format shown below. I am using a particular feature of an externalUsing MPN across multiple SKUs and inventory tracking
I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If IUnable to Access Application:
Whenever I try to access my application from the desktop, say I am editing it and want to test something in the desktop environment I get: An error has occurred. An internal error has occurred. Please check the URL , or try refreshing the page I can editCannot see Application from Lookup field
Hi all, I am trying to access data for an application on our account via a lookup field; however, the application doesn't appear in the dropdown at all. Can anyone shed any light on this, please? I have asked Zoho support; however, they're just as confused,Cannot see correct DNS config for mail after moving domain to another provider
I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNSZoho CRM Meetings Module Issues
We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by loggingZoho Books integration sync from Zoho CRM does not work
Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field namesP & L Sub-categorized accounts
How can I show sub-categorized Income and Expense accounts on the P & L report?Report showing Bill Details with Project and Sales Invoice Number
Hi There, I am hoping that someone can help, I am looking for report that can show the bill and expense details along with project its as assigned to and the invoice number that the sales has been raised in. The goal is I can filter a customer/projectNext Page