Zoho Projects: Q2 Updates | Community

Zoho Projects: Q2 Updates | Community

Dear Users,

During the first quarter, we launched our most advanced version of Zoho Projects, namely Zoho Projects Infinity. With support for Custom Modules, Custom Dashboards & Reports, along with built-in AI tools, we enabled users to create their own version of Zoho Projects to handle even complex business cases offering them flexibility and scalability.

In the next Quarter, we worked on some interesting updates that allow your business to scale even more. 

Summary Field

With the sheer volume of data that projects generate, trying to make sense of it all can be tiring, tedious, & error prone. With our summary field, users can aggregate data from various child records and get insights about the project quickly. It eliminates the need for manual tracking and status checks by showcasing high level metrics.



WhatsApp Integration

Businesses require real-time updates. And often these updates are missed. With WhatsApp commonly used for communication, our integration allows real time updates among various stakeholders. Using customizable message templates, notifications can be sent to WhatsApp instantly.



Create Custom Modules with AI

Custom modules offer great scalability and flexibility in businesses, but creating a module from scratch can be overwhelming. Using our in-house AI tool, Zia, customers can quickly build their desired module without breaking a sweat.



User Layouts and Fields

Managing user information across projects means juggling a mix of roles, responsibilities, and client details, and keeping it all organized without the right structure is a challenge. User layouts addresses this by providing distinct default and custom fields to capture a wide range of information related to users.


 

Custom Modules in Mobile Apps

While custom modules expand the scope of your projects, accessing them on the move gives greater flexibility. With this in mind, we have provided support for interacting with custom module records via our mobile apps. Supported in both iOS and Android.



Zoho Sales IQ Integration

Converting customer interactions into actionable work is crucial but sometimes the context is lost when entering details manually. The Zoho SalesIQ integration solves this by converting chats to tasks or issues. This allows customer feedback to be captured meaningfully and thereby provide better solutions to customers.

Field Level Permissions for Time Logs

Time logs are critical for invoicing, providing accurate estimates, and tracking productivity. Maintaining integrity of this data is crucial to keep projects on track. To achieve this, we have provided granular permissions for default and custom fields in time logs.

Customers in Zoho Projects

Projects rarely involve just one point of contact, and tracking everyone under a single client can get complicated. Zoho Projects solves this by using Customers to represent the client company as a whole. It is the parent entity under which multiple client users and contacts are grouped.

We have more interesting features and updates lined up. Do check our What's New page for all our latest updates.