Customize sprint layouts | Zoho Sprints Help

Customize sprint layouts

The sprint creation form is composed of fields that help capture the sprint details that you need recorded. Zoho Sprints has a predefined standard layout that is applied by default. However, the form comes with a customizable layout. This enables you to include additional fields apart from the default fields. So, you can introduce custom fields into the form's layout based on your requirement. After you've customized the layout, your project details will display these field along with the default fields.

Benefits

  1. Build a custom creation form with custom fields.
  2. Enhance the type of data that you have in your project.
  3. Use the various options available for custom fields to capture unique data types.
  4. Introduce sections to categorize the fields into subheadings.
  5. Clone existing layouts and alter them into new layouts.

Default section in layouts

The following fields are part of the default section:
  1. Sprint Owner
  2. Sprint Users
  3. Duration
These fields cannot be deleted from the layout because they help capture crucial information about the sprint.

Create a custom layout

  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to Layouts and Fields section under Customization.
  3. Click the +Layout button.

  4. Select Sprints.
  5. Select a layout to clone.
    1. If you're creating your first custom layout, use the default standard layout to clone. If you've already created layouts, use them to clone and build new layouts.
  6. Enter the name of the layout.
  7. Enter a layout description.
  8. Click the Create button. The layout is created with the default section and the cloned fields from the layout the you had selected.
  9. Drag and drop fields from the New and Existing fields tabs.
    1. New Fields - Create new fields that haven't been used in any of the other layouts.
    2. Existing Fields - These are fields that are already used in any of your existing layouts.
  10. Enter the fields related details. You can set the following field specifications:
    1. Make the field mandatory
    2. Enable data encryption to mask the data in the field
    3. Mark the field as PII/ePHI to denote that the information in that field is personally identifiable information or electronic protected health information.
  11. Click the Save button after adding all the required fields. The layout is saved and ready to be associated with your projects.
Lookup custom field can be created only in the Projects module.

Associate projects with layout

You can apply layout while creating a project. Or, you can associate a layout with projects from the settings module.
  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to Layouts and Fields section under Customization.
  3. Select Sprints.

  4. Click the Associate button in the layout card.
  5. Select the projects that need to be associated.
    Note: You can select up to 25 projects at a time.
  6. Click the Associate button. The layout is applied to the sprints in that project.
  1. You can also associate projects while creating the layout. Click the Associate button instead of the Save button. The layout is applied to the projects and saved simultaneously.
  2. Profiles can be associated while creating project layouts. Only users with those profiles can create/update sprint with that layout.

Edit custom layout fields

You can edit the existing fields and their specification, add new fields, and remove existing fields.

To edit fields in custom layout:
  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to Layouts and Fields section under Customization.
  3. Select Sprints.
  4. Click the required layout on the listing page. The layout edit window will appear.
  5. Make required changes.
  6. Click the Save button to save changes or the Associate button to apply the updated layout to projects.

Edit custom layout details

You can edit the layout name, description, and the profiles that can access this layout.

To edit custom layout:
  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to Layouts and Fields section under Customization.
  3. Select Sprints.
  4. Click the required layout on the listing page. The layout edit window will appear.
  5. Click the Edit link at the top. The layout details window will appear.
  6. Make required changes.
  7. Click the Update button to save changes.

Delete custom layout

To delete custom layout:
  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to Layouts and Fields section under Customization.
  3. Select Sprints.
  4. Click the required layout on the listing page. The layout edit window will appear.
  5. Click the Delete link at the top. You will be requested to reassign the projects associated with the layout to another layout.
  6. Select another layout for the projects.

  7. Click the Reassign and Delete button. The layout will be deleted and the projects will be reassigned to the other layout.
If no projects are associated with the layout, you can directly delete the layout.

    Access your files securely from anywhere

      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





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    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

                                                                                                              • Customize layout for users

                                                                                                                The user creation form is composed of fields that help capture the item details that you need recorded. Zoho Sprints has a predefined standard layout that is applied by default. However, the form comes with a customizable layout. This enables you to ...
                                                                                                              • Customize meeting layout

                                                                                                                The meeting creation form is composed of fields that help capture the meeting details that you need recorded. Zoho Sprints has a predefined standard layout that is applied by default. However, the form comes with a customizable layout. This enables ...
                                                                                                              • Zoho Sprints Quickstart Guide

                                                                                                                Zoho Sprints is a project management tool that functions on the principles of Agile Scrum methodology. Here, each project is divided into multiple phases. Each phase comprises select work items for the team to complete. When those work items are ...
                                                                                                              • Customize layouts and fields

                                                                                                                Every project will have a different set of goals. The workforce, requirements, efficiency of employees, type of work etc. varies based on the project's goal. Having a standard layout for all the projects is difficult to handle. To overcome this ...
                                                                                                              • Customize timesheet layout

                                                                                                                The log creation form is composed of fields that help capture the timesheet details that you need recorded. Zoho Sprints has a predefined standard layout that is applied by default. However, the form comes with a customizable layout. This enables you ...
                                                                                                                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