Zoho Sprints - Q3 updates for 2025

Zoho Sprints - Q3 updates for 2025

The updates for the third quarter of 2025 are out. A few significant features and enhancements have been rolled out to improve user experience and product capabilities.

The following are the updates:
  1. Manage tags and cluster tags
  2. Record and maintain project expenses
  3. Define budget and track its progress
  4. Define percentage completion for each status
  5. Specify work hours for assignees
  6. Use additional fields in rollup
  7. Use regex type fields in single line field
  8. Clone existing OKRs and import OKRs from external sources
  9. Sort using custom fields in global view
  10. Update text and lookup fields in global view
  11. Update user details in bulk
 

Manage tags and cluster tags

The improved custom tag management comes in a unified window, enabling you to create, apply, and manage tags efficiently. In addition to applying tags to work items, the capability is now extended to projects, releases, epics, sprints, and OKRs providing an efficient labeling system. Learn more



The introduction of cluster tags with custom tags offers an effective mechanism to manage and filter data by the scope of work. A cluster tag helps categorize tags to bring a specific set of labels under a single umbrella, making them meaningful, identifiable, and applicable as a group.

Maintain project expenses

The all new Expense module makes project expense tracking simpler. Learn more
  1. Add expenses based on the type of expense
  2. View and monitor expenses of a particular project
  3. Use the inbuilt approval mechanism to validate expense claims
  4. Create scheduled expenses for recurring expenditure
  5. Track the overall spending


This capability allows you to keep a constant watch on your project budget.

Define budget tracking for projects

Budgeting is a vital aspect in any project. An efficient budget plan and allocation has great influence on the success of the project. Zoho Sprints has implemented budget settings to define the rates and billing for a project based on specifications like work hours and users involved. Learn more



The key characteristics of budget determination like Budgeted cost of Work Performed, Budgeted Cost of Work Scheduled (BCWS), Actual Cost of Work Performed (ACWP), Forecasted Cost, Cost Variance, etc help quantify probable cost for specific time taken, forecast cost at the time of completion, and assess the budget status based on the progress of work.

The various charts in the dashboard enable constant monitoring of the progress of the budget alongside project progress. Comparing the planned budget against the actual budget through the course of the project allows you to predict the upcoming expenses and make decisions that help you prevent overshooting the budget allocated for that project.

Track completion percentage

Define the completion percentage benchmarks for each status of the work items. This provides a quick visual indication of the progress of the work item in a particular status. So the completion percentage is reflected based on the status of the work item, enabling you to assess the progress of work items and plan accordingly. Learn more

Define work hours

Setting work hours can now be applied on multiple levels. Set stipulated work hours for your users. This setting can now be defined on workspace, project, and item levels. Defining the work hours for users on these varied levels allow you to intricately plan and design your human resource and time allocation. Learn more

Support for regex in single line fields

Regex type data is now supported in single line custom field in layouts. Create a single line field and set a criteria for the data to be entered as a regex in the Regex Type field. Learn more

Configuring regex for your single line field provides you with an inbuilt validation system that ensures the data gathered is appropriate to the context of the field.


Clone and import OKRs

Reuse existing OKRs using the clone and import properties. Create OKR once in Zoho and clone the same to repurpose it multiple times.

You can also import OKRs that you've maintained in external files into Zoho Sprints and easily track and monitor their progress. Import your objectives and key results into your workspace from XLS, CSV, or JSON files, and map the file fields with the respective Zoho Sprints fields to transform the data. Learn more

Expand rollup functionality

With the inclusion of integer, decimal, percentage, and currency fields in addition to the existing fields, you can expand the scope of rollup capability. This widens the overall performance of rollup field, providing you with solutions to various requirements that arise in your project. Learn more

Global view enhancements

The global view is now equipped with the following abilities:
  1. Sort using custom fields: You can now use custom fields to sort work items in ascending or descending order, providing more options to sort and view data.
  2. Update data in text and lookup fields: You can now update the data in the text and lookup fields directly in the global view, eliminating the need to navigate to other screens. 

Update user details in bulk

Update the roles and profiles of multiple workspace users in one shot. Use multi-select on the listed workspace users and update the required fields. You can also multi-select and deactivate the users. Learn more

This quarter has delivered major features like budget management, expense tracking, and tag and cluster tag management with the intention of improving project management experience in Zoho Sprints. There are more enhancements and new features lined up for the last quarter of 2025. So stay tuned.

Thanks,
Zoho Sprints Team
    • Sticky Posts

    • New in Zoho Sprints: Release Management

      Hello all,    We are excited to launch the next big feature on our roadmap - The all-new 'Release Management'. We can hear your 'WOW' and yes we're also happy to hit our next milestone. Agile as a concept strives in delivering a qualified outcome at the end of each iteration. This process will not only help hasten your delivery but can also stand as a potential to plan your next phase accordingly. Do you think these iterations are sufficient to run your projects?    For instance, if you have a big
    • Introduce automation to your iterations with Zoho Flow

      We are delighted to announce that you can now connect your favorite project management applications and automate your workflows using Zoho Flow. The great news is, you don't have to spend your time or effort in coding complex integrations. Using Zoho Flow's drag and drop builder, you can effortlessly build customized workflows with triggers and actions. What is a Trigger? A trigger is an event that kickstarts the flow. What is an Action? An action is a task that the flow executes automatically. For
    • Zoho Sprints - Your team is all set to sprint ahead

      Hello there, It's been a week since we launched the Zoho's only agile project management tool - Zoho Sprints. I guess you guys are loving it! Bringing agility to your team has never been this easy because you will be able to inspect, iterate, and adapt. You have a requirement; break it down into smaller units; get the work done in parallel; receive the deliverables in shorter phases called sprints. The best part of Agile is you get a chance to quickly respond to change and not stick to a fixed plan.
      • Recent Topics

      • Archiving Contacts

        How do I archive a list of contacts, or individual contacts?
      • Cost of good field

        Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?
      • How to add image to items list in Invoice or Estimate?

        Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because
      • Issue with the Permission to Zoho Form

        I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account
      • CRM templates

        Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?
      • Meet Canvas' Grid component: Your easiest way to build responsive record templates

        Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
      • Pending Sales Order Reports

        Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.
      • I need to do crud with snippet html

        I need to implement a form with an improved user interface. I would like to use snippets to build a CRUD that allows me to create and update records. How could I achieve this using snippets?
      • Zoho Mail SMTP IP addresses

        We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?
      • Migrate Your Notes from OneNote to Zoho Notebook Today

        Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import
      • Zoho Campaigns - Why do contacts have owners?

        When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have
      • One Contact with Multiple Accounts with Portal enabled

        I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
      • email forwarding not working

        Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!
      • Google Ads Conversions Not Being Tracked in Zoho CRM

        We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but
      • Enable Locations for Expense

        Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.
      • in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

        in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID
      • Generate a link for Zoho Sign we can copy and use in a separate email

        Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
      • Rate Limiting in Zoho Flow (OpenAI API)

        Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a
      • Placing a condition before converting the LEAD

        Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using
      • it is possible to open a widget via deluge script function

        I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution
      • Creator - Portal Custom Domain

        I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare
      • steps and options to change Domain DNS/Nameservers settings

        Please share the options or steps to change  Domain DNS/Nameservers settings 
      • Employees in Leave Policy exceptions

        In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc
      • Modular Permission Levels

        We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other
      • Kaizen #157: Flyouts in Client Script

        Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
      • How get stock name from other column ?

        How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock
      • Adding a developer for editing the client application with a single user license

        Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
      • Download an email template in html code

        Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create
      • Attachment is not included in e-mails sent through Wordpress

        I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated
      • Upcoming Changes to the Timesheet Module

        The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next
      • Best way to schedule bill payments to vendors

        I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
      • Cant update image field after uploading image to ZFS

        Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make
      • Billing Management: #4 Negate Risk Free with Advances

        In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last
      • Is there an equivalent to the radius search in RECRUIT available in the CRM

        We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
      • Zoho CRM Inventory Management

        What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?
      • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

        Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)
      • Get Workflow Metadata via API

        Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation
      • Zoho Projects - Q2 Updates | 2025

        Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
      • FSM setup

        So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
      • Upcoming Updates to the Employees Module in Zoho Payroll (US)

        We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where
      • Next Page