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:
-
Click on the
Setup
icon in the top right corner to navigate to the Setup page.
-
Click
All
under
Marketplace
section. The listing page will appear.
-
Click the
Configure
button in the Writer option. The configuration page will appear.
-
Click the
Install
button. The extension will be installed.
-
Go to the
Authorization tab
.
-
Click the
Authorize
button. You will get a request to allow DRE to access data in your Zoho account.
-
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
-
Create new writer document
-
Create document using template
-
Associate an existing document
-
Disassociate a document
Create writer document
Zoho Writer will be accessible from:
-
the icon in sidebar in the detail view of a work item.
-
the whiteboard icon in the Board module.
-
the whiteboard icon in the Sprint details page.
-
the whiteboard icon in the sidebar of the Release details page.
-
the writer icon in sidebar of the Meeting details page.
To create new writer document in a work item:
-
Navigate to the
Project
or
Sprint Backlog
.
-
Go to detail view of the work item in which the document needs to be created.
-
Click on the
Writer
icon available in the right-side bar. The
Zoho Writer
window will appear.
-
Click the
Create
button.
-
Enter the
File Name
.
-
Select the
Template Type
as
Blank Document
.
-
Click the
Create
button. A blank writer document will appear for you to start entering content.
-
Navigate to the
Zoho Writer window
to view and access the created document.
To create new writer document in a sprint:
-
Navigate to the
Project
.
-
Go to the
Board
.
-
Select the required sprint.
-
Click on the
Writer
icon available at the top of the board. The
Zoho Writer
window will appear.
-
Click the
Create
button.
-
Enter the
File Name
.
-
Select the
Template Type
as
Blank Document
.
-
Click the
Create
button. A blank writer document will appear for you to start entering content.
-
Navigate to the
Zoho Writer
window to view and access the created document.
To create new writer document in a release:
-
Navigate to the
Project
.
-
Go to the
Release
module.
-
Select the required release.
-
Click on the
Writer
icon available in the right-side bar. The
Zoho Writer
window will appear.
-
Click the
Create
button.
-
Enter the
File Name
.
-
Select the
Template Type
as
Blank Document
.
-
Click the
Create
button. A blank writer document will appear for you to start entering content.
-
Navigate to the
Zoho Writer
window to view and access the created document.
To create new writer document in a meeting:
-
Navigate to the
Project
.
-
Go to the
Meetings
module.
-
Select the required meeting.
-
Click on the
Writer
icon available in the right-side bar. The Zoho Writer window will appear.
-
Click the
Create
button.
-
Enter the
File Name
.
-
Select the
Template Type
as
Blank Document
.
-
Click the
Create
button. A blank writer document will appear for you to start entering content.
-
Navigate to the
Zoho Writer
window to view and access the created document.
Create document using template
To create a document using template.
-
Navigate to the
Project
or
Sprint Backlog
.
-
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)
-
Click on the
Writer
icon available in the right-side bar. The
Zoho Writer
window will appear.
-
Click the
Create
button.
-
Enter the
File Name
.
-
Select
Choose Template
.
-
Select an option for
Template Folder
.
-
My template - Templates that are available in your account folder
-
Org template - Templates that are available in your organizational folder
-
Public template - Templates that are public
-
Select
Template Category.
-
Select the required
Template
.
-
Note
: You can choose from the available default Sprint templates or select your own template.
-
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:
-
Navigate to the
Project
or
Sprint Backlog
.
-
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)
-
Click on the
Writer
icon available in the right-side bar. The Zoho Writer window will appear.
-
Click the
Associate
button. The
Zoho Writer
window will appear.
-
Select the required Folder. The documents in the folder are listed.
-
Note
: Enter the file name in the search bar or copy and paste the file's URL to find the required document.
-
Click on the required files to select.
-
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:
-
Navigate to the
Project
or
Sprint Backlog
.
-
Go to detail view of the work item in which the document needs to be created.
-
Click on the
Writer
icon available in the right-side bar. The Writer window will appear.
-
Hover on the required file in the listing window.
-
Click on
Disassociate
. A confirmation pop-up will appear.
-
Click
Yes
. The writer document will be removed from the listing window of that item.
-
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.