Zoho Writer Extension | Zoho Sprints Help

Writer Extension

Zoho Writer is a cloud-based word processor that is built to meet your documentation requirements. Zoho Sprints provides an extended capability for users to create, edit, and attach all work item-related documents using Zoho Writer. Installing this extension, will equip you with an in-built ability to share and maintain details in documents.

Let's assume a software development team is working on a full-scale revamp of a product's user interface. This will include changes to design and content. The in-app content for each module or screen can be documented within Sprints and shared with the members associated with that module. This eliminates the overhead of juggling between applications. You can consolidate your process within Sprints.

Note : You need to have a Zoho Writer account to avail this extension.

Supported Plans : The feature is available in Starter, Elite, Premier, and Zoho One plans.

Install Writer Extension

To install writer extension:
  1. Click on the Setup icon in the top right corner to navigate to the Setup page.
  2. Click All under Marketplace section. The listing page will appear.
  3. Click the Configure button in the Writer option. The configuration page will appear.
  4. Click the Install button. The extension will be installed.
  5. Go to the Authorization tab .
  6. Click the Authorize button. You will get a request to allow DRE to access data in your Zoho account.
  7. Click the Accept button. The authorization process will be complete and your extension will be available in the detail view of your work items.

Manage Zoho Writer Documents

  1. Create new writer document
  2. Create document using template
  3. Associate an existing document
  4. Disassociate a document

Create writer document

Zoho Writer will be accessible from:
  1. the icon in sidebar in the detail view of a work item.
  2. the writer icon in the Board module.
  3. the writer icon in the Sprint details page.
  4. the writer icon in the sidebar of the Release details page.
  5. the writer icon in sidebar of the Meeting details page.

To create new writer document in a work item:
  1. Navigate to the Project or Sprint Backlog .
  2. Go to detail view of the work item in which the document needs to be created.
  3. Click on the Writer icon available in the right-side bar. The Zoho Writer window will appear.

  4. Click the Create button.
  5. Enter the File Name .
  6. Select the Template Type as Blank Document .

  7. Click the Create button. A blank writer document will appear for you to start entering content.

  8. Navigate to the Zoho Writer window to view and access the created document.

To create new writer document in a sprint:
  1. Navigate to the Project .
  2. Go to the Board .
  3. Select the required sprint.
  4. Click on the Writer icon available at the top of the board. The Zoho Writer window will appear.
  5. Click the Create button.
  6. Enter the File Name .
  7. Select the Template Type as Blank Document .
  8. Click the Create button. A blank writer document will appear for you to start entering content.
  9. Navigate to the Zoho Writer window to view and access the created document.

To create new writer document in a release:
  1. Navigate to the Project .
  2. Go to the Release module.
  3. Select the required release.
  4. Click on the Writer icon available in the right-side bar. The Zoho Writer window will appear.
  5. Click the Create button.
  6. Enter the File Name .
  7. Select the Template Type as Blank Document .
  8. Click the Create button. A blank writer document will appear for you to start entering content.
  9. Navigate to the Zoho Writer window to view and access the created document.

To create new writer document in a meeting:
  1. Navigate to the Project .
  2. Go to the Meetings module.
  3. Select the required meeting.
  4. Click on the Writer icon available in the right-side bar. The Zoho Writer window will appear.
  5. Click the Create button.
  6. Enter the File Name .
  7. Select the Template Type as Blank Document .
  8. Click the Create button. A blank writer document will appear for you to start entering content.
  9. Navigate to the Zoho Writer window to view and access the created document.

Create document using template

To create a document using template.
  1. Navigate to the Project or Sprint Backlog .
  2. Go to detail view of the work item in which the document needs to be created. (You can also create a template file in a Sprint, a Release, or a Meeting)
  3. Click on the Writer icon available in the right-side bar. The Zoho Writer window will appear.
  4. Click the Create button.
  5. Enter the File Name .
  6. Select Choose Template .
  7. Select an option for Template Folder .
    1. My template - Templates that are available in your account folder
    2. Org template - Templates that are available in your organizational folder
    3. Public template - Templates that are public
  8. Select Template Category.

  9. Select the required Template .
    1. Note : You can choose from the available default Sprint templates or select your own template.
  10. Click the Create button. The document with the selected templated will be created and available in the listing window.

Associate an existing document

To associate an existing writer document:
  1. Navigate to the Project or Sprint Backlog .
  2. Go to detail view of the work item to which the document needs to be associated. (You can also associate a file to a Sprint, a Release, or a Meeting)
  3. Click on the Writer icon available in the right-side bar. The Zoho Writer window will appear.
  4. Click the Associate button. The Zoho Writer window will appear.
  5. Select the required Folder. The documents in the folder are listed.
    1. Note : Enter the file name in the search bar or copy and paste the file's URL to find the required document.
  6. Click on the required files to select.
  7. Click the Associate Files button. The file will be listed in the Zoho Writer window of that work item.


Disassociate a writer document

To disassociate a writer document:
  1. Navigate to the Project or Sprint Backlog .
  2. Go to detail view of the work item in which the document needs to be created.
  3. Click on the Writer icon available in the right-side bar. The Writer window will appear.
  4. Hover on the required file in the listing window.

  5. Click on Disassociate . A confirmation pop-up will appear.
  6. Click Yes . The writer document will be removed from the listing window of that item.
    1. Note:  The disassociated document will still be available in your Zoho Writer folder.

Export document or add as attachment

You can export a created Writer document to your device for further use outside of Sprints. You can also add a document as an attachment to a particular work item where the document can be referenced. These actions are available in the document window.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              



                            



                          Manage your brands on social media




                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now




                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now










                                                                                          • Related Articles

                                                                                          • Zoho Notebook Extension

                                                                                            Zoho Notebook is a professional, cloud-based note-taking software. It comprises of Note Cards that come with built-in templates for recording various formats of information. Zoho Sprints now enables you to integrate with this application for you to ...
                                                                                          • Install Zoho Sprints for iPhone

                                                                                            Zoho Sprints is now available on your mobile. Install the Zoho Sprints app from your iPhone and manage your work on the go. Requirements: iOS - 9 and above Install Zoho Sprints to your iPhone You can either install it from your App Store or iTunes. ...
                                                                                          • Install Zoho Sprints for Android

                                                                                            Zoho Sprints mobile app is now available for Android mobiles. If you're an Android user you can download the app and manage your projects and sprints in just a tap. Requirements: Android 4.1 and above Install from play store Go to your Play Store. ...
                                                                                          • Zoho Desk integration

                                                                                            Do you want to follow an organized scrum way to manage your daily ticket details? It's now possible with our Zoho Desk integration. Just add the Zoho Sprints app in the Zoho Desk marketplace. Available plan: Premier Available Regions: US, EU, IN, AU, ...
                                                                                          • Zoho Cliq Extension

                                                                                            In a rapid work culture, there is rarely enough time to discuss things thoroughly. Communication is a key element in any workspace. Your team members are looking for the quickest way to get instant notifications on project updates chatting with their ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources