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.
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
Navya Nune
Sticky Posts
CodeX Scripts for Enforcing Custom Project Logic
Every organization has a defined way of executing projects. There are clear expectations around how tasks should move, when projects should progress, and which actions require validation. When these rules are consistently followed, projects remain structuredAutomation 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 happy
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
Send emails directly via Cases module
Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organizationWebinar Alert: Supercharge landing pages with data insights | Zoho LandingPage
Every visitor to your landing page leaves behind valuable data, but are you leveraging it to improve conversions? Join our expert-led Landing Page Analytics webinar to learn how to track, analyze, and optimize landing page performance with Zoho LandingPage’sBulk Deletion of Zoho Projects Using Node.js and Zoho Projects API
Zoho Projects currently does not provide a built-in option to delete multiple projects in bulk from the UI. When working with testing environments or large numbers of temporary projects, deleting them one by one becomes time-consuming. To address this,Show unsubscribed contacts ?
Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)Track Marketing Automation Campaigns in Zoho CRM
Hello, I've been searching but haven't found the exact answer to this question. I am looking to track Marketing Automation email campaigns and activities inside of Zoho CRM. Use Case: Action: Prospect Submits A Lead Form Outcomes: Prospect created inValidation rule for Date field
The condition settings for a Date field are are absolutlly usless. Conditions can only be set for a specific date, which is logically ineffective in most cases. When setting a condition for a Date field, users usually need to compare the value relativeEasily map shift data fields during user imports
Greetings all, You can now include all your shift-related data for your users without any hassle during user imports. With this enhancement, the Map Import Fields to Zoho CRM option includes all shift-related fields: Current Shift, Next Shift, and ShiftUnable to send
Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being bloked by SpamCop.net Please help can somebody help me?Adding new data to the sheet with most recent data being added to top row.
I am using a form that I built from within sheets. When the form is submitted, is it possible to have the data entered in (for example) row 2 (since row 1 is the heading) instead of being added into the next available row which should be hundreds ofHow do you arrange order in which the speakers are listed in a session once they have been selected?
Probably another simple thing I've missed but I can't find how to arrange the order in which the speakers are listed in a session once they have been selected. We usually want the speakers listed alphabetically by last name, but sometimes not. Once theProduct Updates in Zoho Workplace applications | February 2026
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of February. Zoho Mail Organize Personal Notes with Collections You can now create collections under My PersonalIntroducing note actions and dynamic visibility in Kiosk Studio
Hello all, We are introducing enhancements to Kiosk Studio that will improve the product scope and meet your custom needs more precisely. What's new? Add notes as Actions: You can add notes to CRM records as kiosk Actions, as well as insert merge fieldsRegarding the Recipient Email change
I was not being able to change the Recipient email. Kindly resolve the problemRequest to Customize Module Bar Placement in New Zoho CRM UI
Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitivekanban view for client portal
Are kanban views an option for client portals? Access to Kanban views in the client portals would solve some mobile-compliant issues I have with the UI. Kanban functions very nicely on mobile and would be a super asset for my clients and vendors as they【Zoho CRM】サンドボックスのアップデート：メール送信トレイ機能の追加
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 CRMのサンドボックス（テスト環境）にメールの送信トレイ機能が追加されました。 本番環境でメール配信の前に、サンドボックスで送信される全てのメールを確認・検証できます。ワークフロー、承認プロセス、一括送信など、あらゆる送信パターンに対応しています。 「メールの送信トレイ」機能を使うと、顧客へ送信する前にメールの内容を事前確認できます。項目の欠落や書式の乱れなど、あらゆる問題をサンドボックス内でチェックできるため、本番環境でのトラブルを未然に防ぐことに役立ちます。Force mandatory entry on one of two fields on Contacts
We are finding our users aren't always entering a phone number or email address of a contact. We would like to make these fields mandatory but realize they won't always have both pieces of information, but should at least have one. Is there a way to makeHow can I prevent having recepients from being added as contacts in Zoho Desk?
How can I prevent having recepients from being automatically added as contacts in Zoho Desk? There's no option to disable this.Agent Concern
would like to ask the difference between an agent and a light agent. can a light agent close a ticket. thank you.Train Zoho Answer Bot Based on Customer
Hi all, Is it currently possible to mark Help Centre articles to a specific customer, and restrict the answer bot to only use relevant information if it is either marked as "General", or tagged for the specific customer in question? We currently haveNon-depreciating fixed asset
Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording landErrorcode 554
Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocked by SpamCop. Please can somebody help me?Spamcop
Have been trying to email several of our clients and many of our emails keep getting bounced back with an error that states: ERROR CODE :550 - "JunkMail rejected - sender4-op-o16.zoho.com [136.143.188.16]:17694 is in an RBL: Blocked - see spamcop.net/bl.shtml?136.143.188.16"Will Zoho Search work with Zoho Learn
Currently, Zoho Search only works with Zoho Wiki which will be phased out. Moving forward, will Zoho Search be enabled for Zoho Learn? Thanks.How to use filters on all products page? Or even a category page?
Hello, I am trying to create some filters so users can use filters to find products they are looking for. So what i am trying is to create a filter according to price lets say. So if i define it this way i am expecting to see this filter option on categoryaudio and video comments in tasks in zoho projects
Hi, is it planned to have the ability to post audio and video comments? the whatsapp wechat format of communicating is a reality... tools like zoho project would facilitate a lot teamwork by facilitating the way in which we can give feedback in audio and video rather than only text. thx!Zoho Projects app update: Voice notes for Tasks and Bugs module
Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attachingBoas práticas de desenvolvimento em Deluge
O Deluge (Data Enriched Language for the Universal Grid Environment) é a linguagem de script utilizada em diversas aplicações do ecossistema Zoho, como Zoho Creator, Zoho CRM, Zoho Books e Zoho Flow. Ela foi projetada para permitir automações rápidasSeeking a WhatsApp Business App (not API) Zoho CRM integration
We have a business need to integrated WhatsApp Business App (not API) into Zoho CRM to centrally manage communications between our Sales team and Leads & Contact. Is there a reputable integration available for this scenario of ours? Core features we wouldZoho Sign 2025–2026: What's new and what's next
Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.Creditos API
Queria saber se alguém poderia me ajudar a resolver um problema na compra e utilização de créditos de mensagens API do WhatsApp. ja tentei todos o tutoriais porem não consegui realizar a compre, pois ao clicar no botão de comprar créditos aparece a mensagemIntergrating multi location Square account with Zoho Books
Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.Emails being blocked / spamcop
Hello, I am unablr to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocked by SpamCop.net Please help on this.Zoho IP blocked by SpamCop 136.143.188.16
Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocjed by SpamCop.net Please help on this.Is there a way to configure dark mode for Campaigns emails that go out to customers?
I've found a lot of information on how to configure dark mode for my (The user) personal Zoho workspace and email, but is there any way to edit dark mode settings on emails that we send out to customers via campaigns? We sent out a test email the otherCan 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 beAuto-publish job openings on my Zoho Recruit Careers Website
I have developed a script using the Zoho Recruit API that successfully inserts new jobOpening records to my Zoho Recruit website, but my goal is to auto-publish to the Careers Website. The jobOpening field data shows two possible candidates to make thisCredit Card Terminal for Zoho Books
Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank YouHow do you print out the invoices comments
I have some invoices where i need to print out the comments that show when reminders and etc were sent how do we print those out in Zoho Books.Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)
Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allowsNext Page