Zoho Projects | Q3 Updates

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

  1. 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  

  1. 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

  1. 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
  1. Time log restrictions

Users can now control when and where people log time from. Restrictions can now be set by:
  1. Task progress
  2. Project status
  3. IP address
  4. User profile

Resource planning  

  1. Skill Sets

Add skills and assign them to users. Set each user's level as Beginner, Intermediate, or Advanced.  Learn more
  1. 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  

  1. CodeX Scripts

CodeX Scripts let you set your own validation rules. You can now use them for:
  1. Time logs. Decide when logs can be added, edited, blocked, or moved to the next stage. Learn more
  2. Custom modules. Decide when records can be added, edited, or deleted. Learn more
  3. 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
  1. 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

  1. 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

  1. Feeds inside each project

Open a project and see only its updates. No more scrolling through the whole portal's activity. Learn more

  1. Meetings from custom modules

Start or schedule a Zoho Meeting right from a custom module record. Learn more

  1. 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