Zoho Projects | Q3 Updates
Hello everyone,
Here's a roundup of everything we released from July to September. We have added some new features as well as improved some of the existing ones.
Project Financials
Finance Integration
Integrate your Project with Zoho Books, Zoho Invoice, and Zoho Billing, as a bundle, with Zoho Finance Suite Integration. Sync project and user data automatically across the apps. Track every transaction related to your project, like invoices, expenses, bills, purchase and sales order without leaving Zoho Projects. Learn more
Time Tracking
Time Log Grid View
You no longer have to jump between views to see who logged what. The grid shows hours by task, issue, and person. Users can also add entries right from the grid. Learn more
Add weekly logs using Zia
Zia analyses your tasks and work hours and suggests time log entries for the week. Users can check and adjust the logs before saving. Learn more
Time log restrictions
Users can now control when and where people log time from. Restrictions can now be set by:
- Task progress
- Project status
- IP address
- User profile
Resource planning
Skill Sets
Add skills and assign them to users. Set each user's level as Beginner, Intermediate, or Advanced. Learn more
Custom workload reports
Build a workload report with custom criteria. Select your criteria, time period, and grouping, to match your requirement. Learn more
More control over your portal
CodeX Scripts
CodeX Scripts let you set your own validation rules. You can now use them for:
- Time logs. Decide when logs can be added, edited, blocked, or moved to the next stage. Learn more
- Custom modules. Decide when records can be added, edited, or deleted. Learn more
Layout rules for Phases and custom modules
Show or hide fields based on what the user picks. Your forms only ask what's relevant. Learn more
Auto Number field
Add this field to a custom module, and every new record gets a unique ID in the format you set. No more numbering things by hand. Learn more
Small enhancements that help with day-to-day activities
A better Chrome extension
Create tasks, file issues, log time, and check updates right from your browser. You can switch between portals too. Learn more
Feeds inside each project
Open a project and see only its updates. No more scrolling through the whole portal's activity. Learn more
Meetings from custom modules
Start or schedule a Zoho Meeting right from a custom module record. Learn more
New accessibility options
You can now turn on cell borders, set text editor preferences, show a marker on required fields, and control pop-up messages. You can also customize error messages. Learn more