Zoho Projects - Quarterly Updates | Q1 2025

Zoho Projects - Quarterly Updates | Q1 2025

Hello Users,

We would like to share the latest updates for this quarter.

Here is a round-up of the features and enhancements we rolled out in Q1:

Working with Zoho Projects data in Power BI?

Integrate Zoho Projects to Power BI and sync module data (from default and custom fields). Once synced, you can create interactive dashboards and generate detailed reports from your Power BI Workspace.




Using the same default invite message every time?

Set up reusable templates with custom subject lines and messages for inviting portal and client users. You can also set a preferred template as the default for all future invitations.




Prefer adding tasks on the go?

Each task list has a unique email alias. You can add tasks directly to a specific task list using its email alias. Copy the email address available on the task list details page and send your task details using the syntax.




Users relying on assistive technologies?

Improved screen reader support, focus indicators, and keyboard navigation to make the interface more accessible. Users can personalize their experience for better clarity, comfort, and reduced effort.



 
Time entries being added outside the actual task or issue duration?

You can restrict time logging to fall within the start and end dates of tasks or issues. This ensures reports reflect accurate timelines for better project analysis. Use the Time Log Period Settings to configure past and future log allowances and apply exceptions for specific users.




Restrict baseline visibility in the Gantt chart?

Control who can view project baselines by granting view-only permission at the project level. This ensures that only relevant users can view baseline data.



Managing multiple task custom views?

Custom views are grouped as My Custom Views if the custom view is created by you, and Shared Views if the custom views are created by others and shared with you for a clutter-free experience. If you need a modified or updated custom view, you can clone it, make necessary changes, and save it as a new custom view.



Updating phases one at a time?

Select multiple phases and update their owner or status in one action. This makes it easier to manage phases without editing each phase separately.



Other Enhancements:

  • A formula custom field can now be associated with up to 20 task or timesheet layouts. This helps maintain consistency and reduces the need to recreate the field across layouts.
  • The Timesheets terminology has been updated for better understanding. Each entry is now called a time log, while a group of time logs is referred to as a timesheet.

  • Zoho Projects now supports V3 APIs. You can explore and start using them from the new page.
Please check our What's New page for monthly product updates.

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                                                            • Time 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 keep
                                                            • Introducing the Zoho Projects Learning Space

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                                                            • 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 happy
                                                            • Automation 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
                                                            • Automate Timesheet Approvals with Multi-level Approval Rules

                                                              Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated to


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