Project Management Bulletin: Q1 2025

Project Management Bulletin: Q1 2025



The first quarter of 2025 has flown by! Here at Zoho, we're pausing to appreciate all the goals we've hit so far.

With this momentum in mind, we're excited to share our first edition of the Project Management Bulletin, where we'll discuss highlights from Zoho Projects, Zoho Sprints, Zoho BugTracker, and our newest addition—Zoho Projects Plus. You're invited to join in on the discussion and share your project management stories with us!

Let's jump in.

Idea

Our brand new launch: Zoho Projects Plus

Meet Zoho Projects Plus, a hybrid project management software solution that supports teams using waterfall, agile, or a mix of both. Designed as a comprehensive platform for data-driven insights, it helps you harness the combined power of Zoho Projects, Sprints, Analytics, and WorkDrive. And of course, our in-house AI assistant Zia is always ready to help you work smarter.


Featured videos on Zoho Projects Plus

      

Quote

PM spotlight

Have you ever wished your project tools were more inclusive and accessible for every team member?

We've got it covered! Zoho Projects now includes accessibility options across key features to ensure a more intuitive experience for all users. Read more about accessibility

Key releases this quarter

Zoho Projects rolled out major features this quarter:
  • Power BI integration: Sync your project data with Microsoft's advanced analytics tool. Create dashboards and reports to visualize progress and share them with your project stakeholders.
  • Revamped APIs: We've introduced new additions, sample inputs and responses, and an easy-to-use interface. Access our complete API documentation and read our announcement to learn more.
  • Invitation templates: Set up reusable templates with custom messages to invite portal and client users to your projects.  
View the complete set of updates for this quarter in this announcement.
 
Zoho Sprints had a valuable quarter with a bunch of new releases. Here are the top three features:
  • AI integrations: Connect with Zia, OpenAI, Google AI Studios, Cohere, and Anthropic to simplify your discussions and enhance your technical reviews.
  • Meeting Bridge: A centralized platform for third-party meeting services, this integration provides a list of curated services that meet your unique needs.
  • Layout rules: Customize item layout based on specific conditions and automate field behavior in that layout.
 
We've also introduced weekly logs, data import from Trello, and more. The entire list of updates for this quarter is available in this announcement.
 
 

Solution corner

Our solution expert team creates custom functions on demand to meet your unique requirements. Here’s a curated list of the top five custom solutions developed this quarter.
 
1. Auto-approve pending time logs

One customer needed a way to automatically approve pending time logs during the first week of every month. We built a solution using schedule functions, where custom functions can be executed hourly, daily, weekly, or monthly. The code for achieving this requirement is available in this post about pending time logs.
 
2. Auto-generate an invoice after task completion

We received an interesting request where the customer wanted to automatically generate an invoice once all tasks in a milestone were completed. We created a custom function that connects Zoho Projects and Zoho Books via their APIs to automate the process using task workflow rules. Check out this post about invoice generation to view the script we created.
 
3. Schedule a meeting when a task is created in Zoho Projects

A power user leveraging the integration between Zoho Projects and Zoho Meeting wanted to automatically schedule a meeting upon task creation. The task’s start date and time was used to schedule the meeting, with a default duration of one hour. Refer to this post about meeting scheduling to see how we used task custom functions and workflow rules in Zoho Projects to achieve this.
 
4. Auto-create checklists on task creation

Checklist for Zoho Projects is an extension that lets you create a set of to-do lists for your tasks and issues. One of our customers wanted to add a specific checklist from the template when a new task was created. Here’s the custom function code we created.
 
5. A smart approach to task workflow automation: Preventing infinite loops

We tackled a common issue—infinite loops caused by task workflow rules and custom functions—with a smart solution. Here's a detailed post on the use case, solution, and implementation steps.
 
Alert

Project management meetups

Agile India 2025

We exhibited Zoho Sprints at Agile India 2025, held in Bengaluru from March 25 to 27. It was an ideal platform with thought leaders and agile experts assembling to discuss the current landscape of agile practices and its future. We engaged with a lot of agile enthusiasts and exchanged ideas and perspectives that we could translate into practical solutions. Learn more about Agile India

Upcoming: Zoholics USA (May 13 to 15, 2025)

For the first time ever, Zoho is bringing Zoholics to Houston this May! From expert-led sessions to hands-on workshops, this event is power-packed. You can expect dedicated project management announcements and stalls hosted to communicate, learn, and empower teams with our project management suite. Grab your slots today!

We hope all our new additions and enhancements help you manage your projects faster and smarter. Keep tabs on this space for more round-ups and updates on our suite of project management tools.
 
    • Sticky Posts

    • Project Management Bulletin: Q1 2025

      The first quarter of 2025 has flown by! Here at Zoho, we're pausing to appreciate all the goals we've hit so far. With this momentum in mind, we're excited to share our first edition of the Project Management Bulletin, where we'll discuss highlights from
    • Catch Zoho Projects' New Video Series!

      We have a refreshing update! Zoho Projects' How-To Video series is now live on Zoho Projects' Help page! The video series intends to provide significant information about Zoho Projects' features and solutions that would help users make full use of Zoho
    • Resource Utilisation is now Workload Report

      On behalf of the team, I am thrilled to share a significant transformation in one of our pivotal features – the current 'Resource Utilisation' chart is now reborn as the more versatile and insightful 'Workload Report'! It is not about just the name change.
    • Business Hours, Skip Weekends and Holidays

      After taking the customer requests to heart, I am glad to share with you about the launch of the much requested and awaited feature - Business Hours, Skip Weekend and Holidays. I know this feature is going to be a big one with way it helps you in organizing your work. You can select the preferred business hours, holidays and working days under Date Format & Business Hours settings. The benefits you will enjoy out of this feature are: Customize your holidays Organize your work better Enhanced recurrence
    • Deprecating Support for Authtokens in Zoho Projects

      Dear Users, Authtokens and OAuth are currently used to authorize third-party applications to access Zoho Projects. However, going forward we will not be supporting authtokens. This means that effective 1st December, 2020, you will no longer be able to
      • Recent Topics

      • How to go to the next open ticket in the queue when agents closes ticket

        Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?
      • CRM verify details pop-up

        Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it
      • Custom templates for calendar report

        What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.
      • Print a price list or price book

        Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more
      • Disable payment thank-you emails

        Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 
      • Maximum tags possible in Contacts Records

        I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?
      • Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

        When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,
      • CRM Mobile reports

        When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?
      • When Zoho Tables Beta will be open to EU data center

        Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!
      • Start Form on a different page (i.e., hide form pages)?

        I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with
      • How can we disable "My Requests"?

        We are not using this functionality in our system at all and our users get confused.
      • PayPal payment received recording problem

        Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team,  its Invoice 785 in our account
      • server response: 451.4.7.1

        Good day.  Some email clients of our domain receive an error about sending and receiving letters. while for the rest everything works fine. access to the mail made by pop protocol. Bless the mistakes: "server response: 451.4.7.1 System error". 
      • string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error

        Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that
      • How to mute chat notification sound by default in Zoho SalesIQ?

        We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur
      • Kanban View for Projects.

        At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.
      • How to Hide Article Links in SalesIQ Answer Bot Responses

        I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?
      • Add RECURRING option when adding email to calendar events

        When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event.  It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring. 
      • LINE Auto Message Connect to Zoho

        When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,
      • Option to block bookings from specific email address or ip adresss in zoho booking

        Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have
      • Threaded conversations for emails sent via automation

        Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during
      • Create folder is fetch fails

        coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying
      • Meetups de Usuarios de Zoho - Noviembre 2025

        ¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho
      • Introducing 8 New Connectors in Zoho DataPrep!

        We’ve just made data management even easier - Zoho DataPrep now supports 8 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better
      • Sales Order, Invoice and Payment numbers

        Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers
      • First day of trying FSM in the field.

        What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
      • Zoho Desk app update: AI powered features

        Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be
      • How to Automate Email Sequence

        I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be
      • Turning off the new UI

        Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
      • Zoho Sprints Android v2.0.4 app update: Item reminders, archive Epics, Kanban projects, Epic progress

        Hello everyone! In the latest version(v2.0.4) of the Zoho Sprints Android app update, we have introduced various new features. Let's take a look at what's new! Item Reminder Stay organized and never miss an important date with the all-new Item Reminder
      • Credit Management: #3 Setting Credit Limit for Customers

        Think about that one familiar customer of yours who always buys on credit. They usually pay on time, maybe a little late here and there, but not alarming. So, you are fine saying, "Sure, pay later." Then, one day, they place a significantly bigger order
      • Adding Reports to Portals

        Is there a way to add Reports to portals so only the user can see report templates relevant to them?
      • Update on the client portal URL for Guest users

        We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned here
      • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

        Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use
      • Unable to see Zoho contacts in Zoho app on ios

        Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in Zohomail
      • Task Due Date greater than 10 years.

        We use recurring tasks in Projects where every week, month, year etc Some of our projects are greater than 10 years and we are unable to set a new due date because the difference between start date and due date is greater than 10 years. As an example
      • External User onboarding for zoho connect is not really intuitive.

        So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to create
      • Hosting external websites on Zoho?

        How can I host my external website on zoho? Do we have that option? I am currently with hostinger and am looking to switch to zoho. Kindly help. Thanks.
      • How to Add Time Formula Duration (hh:mm)

        Hi everyone — I’m trying to create a formula field in Zoho CRM that calculates the difference between a “Call Start Time” and “Call End Time” and displays the duration in HH:MM format (for example: 1:04 for one hour and four minutes). My current setup
      • How can I calculate the physical stock available for sale?

        Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?
      • Next Page