Project Management Bulletin: October, 2025

Project Management Bulletin: October, 2025



Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management tools, and also evolved with the upcoming trends with Zoho Sprints: our Agile management solution and Zoho Projects Plus: our hybrid management platform.
 
Over the past couple of months, we've been meeting and gathering insights from our customers and partners through Zoho user group meetups and project management gatherings. Here’s a detailed roundup of our upcoming meetups and recent updates.
 

Join us at the Zoho Projects Roadshows - USA

The second edition of roadshows in the USA is gearing up to start next week. You can get a chance to learn from our experts, build connections with peer users, and gain more clarity from our interactive sessions. Check out our complete agenda and book your slots here:

New York City
27th October, 2025
Atlanta
29th October, 2025
Miami
 03rd November, 2025
Dallas
05th November, 2025
San Francisco
7th November, 2025
  

Project management meetups

Zoho Projects User Group meetups

Our user group meetups in the Middle East and Africa regions were a big hit! Passionate Zoho Projects' users from different verticals like construction, consulting, E-commerce, and IT were in attendance. We were able to solve their unique business cases and suggest techniques to enhance their project management experience. Keep a tab on this space to know about our upcoming meetups.  
 

Project Management South Asia Conference 2025

We sponsored the PMI South Asia Conference 2025, in Hyderabad. It was a successful event with over 1000 attendees. Our team of experts showcased the entire PM suite of products through interactive demos. The immersive virtual reality game was the star of the show. It enabled the audience to understand the various products available in the Zoho ecosystem.
 

APM: Women in Project Management 2025  

Association for Project Management organized a conference on project management centred on women with the theme ‘Transform tomorrow’ on the 2nd of October 2025 in London. We hosted a dedicated booth for Zoho Projects and got to engage and network with project professionals, speakers, and exhibitors from multiple global communities.
 
Idea

PM recommendations 

Are you currently using a third-party software that is not already integrated with Zoho Projects and finding it time consuming to navigate between apps?
 
First, we highly recommend you replace your third-party app with a similar Zoho app. We support a wide range of apps and cover major niches with a tight integrations among Zoho apps.
 
If not, try using our integration with Zoho Flow!  Zoho Flow lets you connect apps, build integrations, and manage workflows. Zoho Projects' integration with Zoho Flow allows users to connect Zoho Projects with multiple third-party applications for a unified work experience. Learn more 


Key releases

Zoho Projects has rolled out a bunch of interesting features like:
 
Tasks can now be grouped using custom or default fields for a more focused task management.
 
We’ve introduced longer URLs fields that support up to 1000 characters in Task Layouts. Users can also convert their short URLs into long URLs.
 
Task lists from an existing project template can be directly added to a project template.
 
 

Zoho Sprints has a lot to offer ensuring all your sprint projects are above par. Here’s the list of new features:
 
Leave tracker can now be used to manage leave requests and approvals, track individual and team leave records, and get prompt notifications for requests and approvals.
 
Admins can stop the timer automatically, blocking users from adding work hours to the timesheet after a set time. Admins can also mandate users to add log hours only through timers, restricting manual entries.
 
We’ve introduced an expense module to allow users to track and categorize project expenses. You can add recurring expenses that can be automated based on set frequencies.
 
You can import your objectives and key results into your workspace from XLS, CSV, or JSON files, and also map the file fields with Zoho Sprints fields.
 
 

Solution corner

Each project is unique and has precise requirements. We work hard to make sure all your requirements are met while using Zoho Projects. Here’s a list of the recent customer requests that were solved by our solution expert team.
 

Automatically associate teams to tasks based on owner

A customer approached us with the requirement to update the team field automatically when an owner is selected for the task. We created and implemented this with task custom functions and workflow rules. Check out this post for the script.
 

Track delays even after a task is closed

We received an interesting request to help track tasks that are closed after they areoverdue. Say, a task is closed after its due date, the customer wanted a custom status ‘Delayed & Closed’ to be updated as the task’s status. Here’s the custom function we suggested to achieve this requirement.
 

Automated weekly notifications for unapproved timesheets

One of our customers wanted to send email notifications to the project owner every week, detailing all the unapproved timesheets associated with their projects. To automate this weekly email, we suggested schedule functions. Refer to this post to view the complete script.
 

Set task scores based on completion

A customer wanted to set up a fun scoring card for each task based on how quickly a task is completed. Here’s the scoring scale:
 
Task completed on or before the due date- 100 points
3 days late- 70 points
6 days late- 40 points
9 days late- 10 points
10+ days late- 0 points
 
Here’s how we implemented this with custom fields, custom functions, and workflow rules.

Alert
We build custom solutions to solve unique customer requirements and accommodate personalized requests. If you are looking for customized solutions in Zoho Projects, leave a comment below and we will reach out to you!
 
We hope all our new additions and enhancements help you manage your projects better. Keep tab on this space for more such round-ups and updates on our suite of project management tools.
 
Cheers,
Zoho Projects Suite



      • 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

        • Zoho CRM for Gmail Extension Not Working in Brave Browser?

          Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?

        • Sharing URLs and direct access

          Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

        • how to change the page signers see after signing a document in zoho sign

          Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

        • Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)

          Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’m

        • Can a project be cloned?

          Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and

        • Timesheet Tasks in Zoho Books: associate to service item

          How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the

        • Why Sharing Rules do Not support relative date comparison???

          I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

        • Task/Activity indicator in SalesPipeline overview has disappeared

          I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).

        • Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'

          As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.

        • Zoho Desk Android app update: Table view for All Departments view, custom button

          Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sorted

        • What's New - December 2025 | Zoho Backstage

          In December, Backstage introduced a focused set of updates that improve how you manage registrations, communicate with attendees, and track participation. These enhancements are designed to give organizers greater flexibility and clearer control across

        • Need code format to specify default values

          Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.

        • Problem with CRM Connection not Refreshing Token

          I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

        • Task Deletion Restriction & Strict Stage Control

          Hello Zoho Community, We have the following two issues currently pending and under testing, for which we require a workable and reliable solution: 1. Task Deletion Restriction We are testing ways to ensure that staff users are not able to delete tasks

        • Add multiple users to a task

          When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

        • A Roundup of Zoho Sprints 2025

        • Sorting Custom Date in API isn't working w pagination limit

          How can we sort a custom field with DATE using pagination? Starting at page=1 then moving to page=2 with a limit of 10 each, its all messed up and even shows some of the same records as page 1? https://www.zohoapis.com/crm/v2/INVOICE_MODULE/search?criteria=(FM_Contact_ID:equals:1234)&sort_by=Invoice_Date&sort_order=desc&per_page=10&page='

        • SAP Business One(B1) integration is now live in Zoho Flow

          We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration

        • Enhancement in Role and Profile mapping of agents in Sandbox

          Hello everyone! We have brought in a modification in the way users are mapped to a particular role and profile in Sandbox. What has changed? When agents are copied from production to Sandbox: If a user's current role and profile is available in Sandbox,

        • 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

        • Decimal places settings for exchange rates

          Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require

        • Zoho removed ability to see all Scheduled Reports!

          If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!!  This should be a setting for admins to control.  This is a bad update.

        • Automate Backups

          This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

        • GCLID and Zoho Bookings

          Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better

        • Merge Items

          Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.

        • Create PO from an invoice

          We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great

        • Blueprint or Validation Rules for Invoices in Zoho Books

          Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and

        • Resetting auto-number on new year

          Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

        • Delivery and handling of documents e-stamped using Zoho Sign

          Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these

        • The Social Wall: December 2025

          Hello everyone! As we wrap up the final edition of the Social Wall for 2025, it’s the perfect time to look at what went live during December. QR code generator From paying for coffee to scanning metro tickets, QR codes are everywhere and have made everyday

        • Custom AI solutions with QuickML for Zoho CRM

          Hello everyone, Earlier, we introduced Custom AI Solutions in CRM that let you access QuickML for your custom AI needs. Building on that foundation, we’ve now enabled a deeper integration: QuickML models can be seamlessly integrated into CRM, and surface

        • Helper Functions and DRY principle

          Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to

        • Add specific field value to URL

          Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

        • Introducing workflow automation for the Products module

          Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Products module. The Products module in Bigin now supports Workflows, enabling you to automate routine actions. Along with this update,

        • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

          Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

        • Zia Formula Expression Generator for Formula fields

          Hello everyone! Formula fields are super useful when you want your CRM to calculate things for you but writing the expression is where most people slow down. You know what you want, but you’re not fully sure which function to use, how the syntax should

        • Issue with Zoho Creator Form Full-Screen View in CRM Related List Integration

          Hi Team, We have created a custom application in Zoho Creator and integrated it into Zoho CRM as a related list under the Vendor module, which we have renamed as Consignors. Within the Creator application, there is a form named “Pickup Request.” Inside

        • Wrapping up 2025 on a high note: CRM Release Highlights of the year

          Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

        • Directly Edit, Filter, and Sort Subforms on the Details Page

          Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

        • Customer Parent Account or Sub-Customer Account

          Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

        • Next Page