Zoho Projects - Q2 Updates | 2025
Hello Users,
With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute.
But before we chart out plans for what’s next, it’s worth reflecting on the advancements we’ve already achieved. Here is a highlight of Zoho Projects' progress in Q2.
- Import from JIRA
This enhancement enables users to import bugs from Jira Cloud or Jira Server (self-hosted) as tasks into Zoho Projects to manage tasks without interruption. Read more
- Task Scheduled Export
Task Export was previously a manual process but last quarter we made scheduling exports possible. Now, users can export tasks with specific task views, formats, and filters. They can also set the export to repeat once, daily, weekly, or monthly. Read more
- Lookup Field for Task Layouts
This update enables users to associate the fields from the project module with tasks. This works for both default as well as custom fields. Read more
- Relative Date Range in Custom Views
Zoho Projects now supports a relative date range when creating or editing a custom view using any date field for criteria. Users can select either start and end date or relative date range for both default and custom date fields.
- Client Company renamed to Customers
To make the module name "Client Company" more specific and intuitive, it is renamed to "Customers". Read more
- Sync Preferences for Zoho Books and Invoice integrations
The enhanced Sync preferences for Zoho Books and Zoho Invoice integrations enables users to view synced field details across Projects, Tasks, Issues, Timesheets, & Users modules. Read more
- Associate Existing Tasks to Users from the Workload Report
The Workload Report now allows not only tracking workloads but also managing them. Managers can now allot existing tasks to new owners as per their workload or expertise right from the workload timeline. Read more
- Color Palette for Status
Work status can now be made more categorized and recognizable for users with a full color palette to color-code the Status field across all modules. With more color options, teams can use specific colors to highlight their work progress.
- Profiles Permissions New UI
Granting access permissions to profiles for authorized actions is made more simple and elaborate with the new Profile Permissions UI. With individual Module, Portal, Fields, Settings, Integrations, and Others permissions, admins and managers can monitor every action and grant access to users with the required profile in the project. Read more
To wrap up the list of Q2 progress,the current version of these features is just a starting point. More enhancements and fine-tuning of all available features based on your feedback, and future updates are on the way. Whether you're a partner, client, team member, or supporter, thank you for being part of Zoho Projects' progress.
Access your files securely from anywhere
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
Sanskarika Naik
Perozzi
tammy
Tiran
François Ehret
Sticky Posts
Automation Series: Auto-create Dependent Task on Status Change
In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup usingTime Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepIntroducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happyAutomation Series: Auto-update Phase Status
Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate your
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
Reporting Tags
We've been using reporting tags for years (before itemizing was available) and now we are finding reporting these tags are impossible to track. Reports have changed in the customization and our columns of reporting tags no longer show up. We do not useConsumption based inventory
I am currently using Zoho Books for my hospitality business, which includes lodging and restaurant services. We purchase many items in bulk for storage and consumption as needed. I'd like these items to be recorded as inventory when purchased and categorizedSmarter Access Control: Role-Based Access vs. Responsibility-Based Profiles
Every business has roles, responsibilities, and workflows. While roles help define structure, responsibilities within those roles are rarely the same. As your team grows, some members need access to only a specific set of features. Others require visibilityPartner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.API in E-Invoice/GST portal
Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.Member role in zoho meeting
does a user with member role can see other users in the organizationHow to post more than 4 Images on Instagram?
Hi I read several articles to the topic od how to post more than 4 images on instagram, but i can't figure out how it works. I can't find the content editor and i installesd the z share extension for google chrome. Could someone please help me? ThanClone Recurring Expenses
Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing theZoho Books - How to Invoke a Custom Function in Schedulers
We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom functionSpecial characters (like â, â, æ) breaking when input in a field (encoding issue)
Hey everyone, We are currently dealing with a probably encoding issue when we populate a field (mostly but not exclusively, 'Last Name' for Leads and Contracts). If the user manually inputs special characters (like ä, â, á etc.) from Scandinavian languages,Set Custom Icon for Custom Modules in new Zoho CRM UI
Notes 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 associatedIs Zoho Live Chat compatible with WordPress CMS?
Hello, I have a website called www.jjrlab.com and I'm interested in using Zoho Chat on it. Does it support WordPress CMS? Thanks.Introducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure
Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, whichBring your CRM and Desk app inside SalesIQ with widgets
Have you ever been confused and frustrated with multiple open tabs and switching back and forth from SalesIQ to other apps to perform your business-specific operations? How effective would it be to have all the required tools and data of the apps youSpeak Your Customers' Language: SalesIQ's chatbots now support 30 languages 🤖
We're unveiling some major upgrades to our chatbot that are set to revolutionize your experience! Now SalesIQ support 30 languages for both Zobot and Answer bot. By speaking your customers' language, you can enhance engagement, improve customer satisfaction,Repeat Column merge in ZOHO writer columns doesn't allow to set max columns per row
I'm using ZOHO writer to merge data from a ZOHO CRM subform and I want it to make a table. We're using Insert Table for Column Repeat, because this is what we need. (Name of column (Teamname) and underneath that a list of names of teammembers). It worksPersisting email signals to contact timeline?
Hello there. Regarding the email signals that are logged when a contact opens an email, am I correct that these signals are not logged to a contact's timeline? Ideally, I would like to have this context available for future follow-ups, if the contactTrouble with using Apostrophe in Name of Customers and Vendors
We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering theReally want the field "Company" in the activities module!
Hi team! Something we are really missing is able to see the field Company when working in the activities module. We have a lot of tasks and need to see what company it's related to. It's really annoying to not be able to see it.🙈 Thx!Upcoming update to Google Drive integration in Zoho Creator
Hello everyone, We're writing to inform you about an upcoming update to how Zoho Creator integrates with Google Drive. In Zoho Creator, during actions like importing files to create an app or attaching files to fields, you can choose files directly fromManaging Scheduled Replies
Communication is most effective when the intended message reaches the right person at the right time. However, this can be challenging when communication occurs across different time zones. By scheduling replies, businesses can ensure that responses reachShow price book list price
When using price books, once you add products to the price book in the Products related list you can display the Unit price which is the default list price; however, there is no option to show the price book list price. To see the price book list priceAllow Attaching Quartz Recordings to Existing Zoho Support Tickets
Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:Can I hide empty Contact fields from view?
Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would beManage user roles and profiles from the Bigin app (iOS and macOS)
Hello everyone! We're happy to announce that you can manage user roles and profiles from the Bigin mobile app. The Users & Controls section has three subsections: Users, Profiles, and Roles. Users Employees who belong to your Bigin organization are calledSupport Bots and Automations in External Channels
Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channelsForm to PDF template
I am looking to create a Form and when information is inputted, it will merge it into a PDF template we already have. There could be multiple lines in the form and each line inputs information into a new page of a PDF template.Please verify my account
Hi, We have just launched our website and received media coverage in our country. Hundreds of users are signing up for our platform every day. We would like to send them a welcome email, but we are unable to do so because our ZeptoMail account has notSubject character limit increase
We have an occasional user case where subject lines exceed 500 characters which is the ZeptoMail imposed limit. While I understand long subject lines are not "best practice", these are particular notification emails with specific information for clientAccount blocked
Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websitesNested notebooks
Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.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 DNSProactive Alert for Existing Open Tickets per Contact / Account
Hello Zoho Desk Team, Greetings, and hope you’re doing well. We would like to submit a feature request aimed at improving agent awareness and efficiency when handling tickets in Zoho Desk. Use case When an agent opens a ticket (new or existing), it isTicket resolution field - can you add links, video, and images?
Seems like the ticket resolution fields is just a text field. Any plans to add the ability to add links, images...the same functionality in the problem description box? I would like to send the customer a link to a KB article, a link to our Wiki, embedTicket Resolution - Add rich formatting, screenshots and attachments
The resolution field only allows plain text at the moment. Many of our resolutions involve posting screenshots as evidence, it would be great for us to be able to have rich text formatting, be able to paste screenshots and add attachments in the solutionKaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard
Howdy Tech Wizards! Welcome to a fresh week of kaizen. This week, we will look at how to create a dashboard widget that displays the most recent blog post of your preferred products/services, updated daily at a specific time. We will leverage the potentialConvert Lead Automation Trigger
Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetchedI'm getting this error when I try to link an email to a deal inside the Zohomail Zoho CRM extension.
When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.Zoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.Next Page