Tip 52: Practical uses of Zia Search in Zoho Sprints | Zoho Sprints

If your agile team uses multiple Zoho apps, your team members might often find themselves switching between those apps looking for related information. When the data you're looking for is spread across different workspaces within Zoho environment, rely on Zia Search to find specific details across those varied workspaces.

Zia Search eliminates the overhead of scrambling across different tabs. This unified search center acts like a search engine that retrieves results from across Zoho apps using a single input. For agile teams inside Zoho Sprints, this implies quick access to relevant data.

How can the search be carried out?

Zia Search indexes the following entities mapped against the corresponding search parameters:

Entity	Search Criteria
Work Items	Item name/title, Item number
Sprints	Sprint name
Epics	Epic name
Releases	Release name
Users	Name of the assignee, creator, or person adding a comment
Comments	The text of the added comment

Let us observe a few practical, day-to-day scenarios in which Zia Search helps expedite the work of Zoho Sprints users.

Use Case 1: Find information related to an item name

Let's assume your Q1 sprint has an item called "Reminder notification" and multiple subitems for the same. Your sprint team uses Zoho Cliq for chat-based collaboration and Zoho Mail for email collaboration. Each work item will have its own Cliq conversations and mail threads.

Requirement: You want to find all the communication activities related to the reminder notification feature.

Zia Search: Open Zia Search and select the All apps option to search across Zoho Apps. Enter the item name in the search bar.

Result: All the data related to that item name will be listed along with the emails under Zoho Mail section and chat conversations under Zoho Cliq within the Zia Search result window.

Use Case 2: Find information using item number

Let's assume your agile team uses Zoho Sprints to manage development activities and Zoho Desk to manage customer support tickets. You have a work item BVM-I18 which is a high priority bug that multiple customers have reported. The work item is associated with customer tickets on Zoho Desk.

Requirement: You want to find all the Zoho Desk tickets for this work item.

Zia Search: Open Zia Search and select the All Apps option to search across Zoho Apps. Enter the copied item number in the search bar.

Result: All the Zoho Desk tickets that refer to the work item number VM-I18 are listed on the search window under Desk section.

Use Case 3: Search for details in a specific workspace

Because your organization has several projects catering to different verticals, you might have multiple workspaces. Let's assume you want to find work items that are related to payments across projects in the insurance vertical. You need not switch to that workspace to find those work items.

Zia Search (Advanced Filter):

1. Open Zia Search window in your Zoho Sprints application.
   
2. Click the filter icon to open advanced filters.
   
3. Select Zoho Sprints app, select the Insurance vertical workspace, select All projects, and provide the criteria to find matching work items.
   
   

Result: The results display all the work items that specify payments across projects within that workspace.

Use Case 4: Find all items assigned to a user across projects  

If you are a technical lead doing a quick item reallocation for a developer who is overloaded, you might want to see everything currently on that specific developer's plate across all active projects.

Zia Search: Open the Zia Search and select Sprints. In the search bar, @ mention the user's name.

Result: All the items assigned to that user (along with the items created by that user and items in which the user has added comments) will be displayed in the search window, providing a comprehensive view of your search. Alternatively, narrow down your search using advanced filter criteria parameters to sift out specific work items of that user.

Zia Search is available as an in-built capability on all Zoho Sprints plans. Visit the Zia Search help page for more details or reach us at support@zohosprints.com.

Thanks,

Zoho Sprints Team

• Topic Participants

• Neethinila R

  

• Sticky Posts

• Tip #48: An exclusive system for risk management

  Zoho Sprints' risk management feature gives teams a structured, industry-grade system for identifying, quantifying, and mitigating risks to eliminate probable impact. Project or product teams that run on Zoho Sprints might be using sprints, work items,

• Comprehensive guide to add users

  We've received quite a few questions regarding adding users to the Zoho Sprints workspace. So we decided to address it through a comprehensive post covering the locations (modules or tabs) from which you can add your users. Adding users to your workspace

• Leverage layout rules to customize workflow

  Layout rules in Zoho Sprints primarily aim to customize the field layout of your creation forms to meet complex requirements. But it doesn't stop there. Its customization can push the boundaries of how your fields behave, how data is gathered, how processes

• Tip #40 - Control entity and field permissions using profiles

  Building profiles using permission sets equips you with the ability to permit and restrict data access to members belonging to those profiles. Creating different profiles with different combinations of permission sets allows you to set a hierarchical

• Recent Topics

• [IDEA] Bring Layout - Conditional Rules and Client Scripts to Zoho Books

  The problem We run Zoho Books with two e-invoicing integrations: myData (Greek tax authority, AADE) and PEPPOL (EU e-invoicing). Between the two, our Invoice form carries a large number of custom fields — document type codes, VAT exemption categories,

• Last four Digit field in Zoho Payment Received

  One of our client's payment received doc has Notes, Last four digit and Transaction ID fields set, I couldn't find api parameter for these fields in the documentation... when I checked the site, it's not custom fields as well. where do i find it, any

• Automatically remove commas

  Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

• Show my cost or profit while creating estimate

  Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .

• Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early

• Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

  Hello everyone, Availability: This feature is now available for all users. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built to guide our teams through form-filling by showing the right information to the

• Previewing attachments in email composer (Zoho CRM)

  When I am sending an email from a contact's record, when I am in the compose email screen, if I add an attachment to the email, I cannot then click on the attachment to view it to see if it is in fact the correct attachment before sending. In Outlook I can do this. Can you please look into incorporating this into future updates?   Thank you, Bianca.

• Lookups and Custom Modules

  I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship

• How to add custom lookup-type field to meeting module form in Zoho CRM

  We need to have a lookup field to a custom module's record in Zoho CRM. But it appears that look-up fields are not enabled in Meetings/Events module in Zoho CRM. How do I design/implement a custom look-up type field that will lookup records from custom

• can't access zoho account

  I can't log in to my zoho account, can you help me

• Auto sync Photo storage

  Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks

• Has anyone integrated Zoho with Go High Level (GHL)? Looking for guidance

  Hi everyone, I’m exploring the possibility of integrating Zoho applications with Go High Level (GHL) and wanted to check if anyone in the community has experience with this. Specifically, I’m interested in understanding: Whether a direct integration is

• Updating Unit Code for New Item Creation, Quote and Invoicing is so inconvenient

  The Zoho Team has implemented many updates, but these updates should be optional. Before rolling out any new feature, they should already have a solution in place that allows users to remove or disable it if they choose not to use it. Just yesterday,

• Item/service subtotal

  Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

• The reason I switched away from Zoho Notebook

  My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

• I want to prefill CRM Account information using the GSTIN of the Customer

  Currently i need to add account details manually in zoho crm and when it syncs in zoho books manual working needs to be done. Whereas in zoho books i can prefill the customer details using the GSTIN which is great feature. Can the same be enabled for

• #5 Is This Actually The Right Tool For Me?

  Day 5: Before Meera brought six months of business history into Zoho Invoice, she stopped and asked herself a very sensible question: Is this actually the right tool for me? It is much easier to ask that now than after moving all your data. The Usual

• Timesheet entry and comment on the actual timesheet

  Dear madam/sir, It would be really helpful if we could add an option to comment on a specific timesheet entry, after the employee logs a time-log. Would that be possible in the future? Or can you suggest another way to do this?

• OpenAI Is Moving to the Responses API: Here's What It Means for SalesIQ

  OpenAI has deprecated its Assistants API and is moving to the Responses API. If you're using OpenAI Assistants with SalesIQ, you may be wondering if you need to make any changes to your existing setup. You don't. SalesIQ has already taken care of the

• Need Native Support for docx files in Zoho Writer

  Absolutely love Zoho Writer, but often need to share files by email with people who are in the Office ecosystem. Downloading a file as docx, then sending it by email, getting the comments back, converting it to Zoho format, editing it, then converting

• CRM integration issues

  hi Just start testing Campaigns. Read up on up on these issues but can not find an answer. I am super admin. 1) its only showing 1002 contacts, I have a 2500 plan which is confirmed in dashboard. I says it sync'd 1400. I've looked at missing contacts,

• What's New in Zoho Expense: Integrated Business Travel and AI-Powered Expense Management

  This release brings a wide range of updates across Zoho Expense, including new AI-powered capabilities, enhancements to corporate cards, expense management, audits, and more. Keep reading to know how the new updates can transform your travel and expense

• ChatGPT Plugin / MCP Server auth error

  Hi all I'm trying to connect the ChatGPT plugin for Zoho CRM but after username stage of the auth process, I get this error from the URL https://mcp.zoho.eu/mcp-client/ {"error_description":"Invalid request url, Request is not as per defined in oauth

• Project Management Platforms for AI Agents: What Matters Most?

  Zoho Projects is already going beyond basic AI assistance with MCP, AI Bridge, and integrations that let AI models access project data and perform actions. That raises an interesting question: what should a project management platform for AI agents actually

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Sync workdrive feature inside ZohoCRM

  Hi, I'm exploring the new workdrive/ZohoCRM connector released by Zoho to replace the free extension workdriveforCRM which is decomissioned https://marketplace.zoho.com/app/crm/zoho-workdrive-for-zoho-crm I'm rather upset with this long awaited feature,

• Adding Custom Status Options in Work Order Action Menu

  Hello FSM Team, We would like to inquire if it is possible to add more custom options in the Work Order action/status dropdown (e.g., Cancel, Terminate, Non-Billable, Void, etc.). Currently, the available options are limited, and we are unable to customize

• Timesheet Task Icons

  In the image below which shows the task field drop down when creating a timesheet against a project and task. What do the icons mean the the right side column against each task? I can't find any documentation or guide that explains what the no entry sign,

• Open Records in a New Browser Tab

  Hi FSM Team, Just a suggestion: It would be helpful to have a right-click → Open in New Tab option in FSM, similar to CRM. This should ideally work for any clickable record or module, allowing users to open multiple records in separate tabs without losing

• Facturation électronique 2026 - obligation dès le 1er septembre 2026

  Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

• Marketing Tip #18: Make your online store mobile-friendly to improve traffic

  Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps

• Cannot add note to record on mobile

  In the latest version of the mobile app - if a record already has notes associated with it - you can add a note via the mobile app - if a record does not have previous notes there is no way to add a new one - it allows me only to send email

• Dashboards for Customers

  Is it possible to build dashboards for each customers in the community for their tickets?

• Custom color coding for your entities

  Our brains are fine tuned to recognize colors before any text or shapes, making color coding a powerful tool to organize data and find items quickly. Color coding of our day-to-day work help with quickly processing the information, reducing cognitive

• The Social Wall: August 2026

  Hello everyone. Welcome to the August 2026 edition of The Social Wall. This month, we're bringing you updates that make it easier to reach your audience, manage more channels, and streamline your publishing workflow. Here’s what’s new. WhatsApp bulk messaging

• Check out in Meetings

  Why there is no check out in Meetings of Zoho CRM, very difficult to track

• How do I get to "Admin Panel"

  I just started a Cliq account. I am the sole administrator. As I read the documentation, I keep seeing reference to an "Admin Panel". I see no way to access this from my Cliq account. How do I access this panel?

• 【初開催！ オンライン】Zoho Campaigns メール配信の基礎・活用勉強会を開催します！ 10/15 参加無料

  ユーザーの皆さま、こんにちは。 Zoho コミュニティグループの中野です。 Zoho ユーザーコミュニティ初となる、メールマーケティングをテーマにしたオンライン勉強会を開催します！ ▶︎イベント詳細・参加登録はこちら 今回取り上げるサービスは「Zoho Campaigns」です。 「Zoho CRMとZoho Campaignsのどちらからメールを配信すればよいか分からない」 「一斉配信はできるようになったけれど、現在のリスト管理や設定が正しいか不安」 「メールを送るだけで終わり、配信後の改善につなげられていない」

• Marketing Tip #46: Run flash sales the right way

  A flash sale can do a lot for your store. It can clear slow-moving inventory, spike revenue on a slow day, or reward your most loyal customers. But if done carelessly, flash sales can backfire. Customers start expecting discounts, stop buying at full

• Introducing Smart Fields in Zoho Forms

  Hello form builders! We are excited to introduce Smart Fields in Zoho Forms - a faster way to add calculations to your forms without writing formulas. Instead of creating multiple fields and configuring complex calculations yourself, you can now drag

• Next Page