Zoho Sprints - Q2 Updates for 2024

Zoho Sprints - Q2 Updates for 2024

Hello Sprinters!

We started this year with a bang with the release of Zoho Sprints 2.0. We've tried to match that energy with a great deal of new features and enhancements in the succeeding quarter. There have been quite a few feedback from our proactive customers that we've incorporated into the product.

The following are the recent updates that have been rolled out:
  • Enabling subitem checklist to be cloned
  • Allowing bulk update in global view
  • Extending permissions for client users
  • Supporting Zoho Directory sync
  • Introducing new custom auto number field
  • Enabling field level access control
  • Enhancing user group capabilities
  • Supporting user group sync for Zoho Projects integration

 Let's get into the details of these updates.

Clone subitem checklists

Previously, cloning an item would include the subitems in the clone, but the checklists of the subitems would not get cloned. This behavior has now been changed to support cloning of the subitem checklists as well. So, when you clone an item that has subitems, the subitems along with their checklists (if available) will be included in the clone. Learn more

Bulk update data on global view

The inclusion of the bulk edit capability in the global view tab allows you to manage the update of voluminous data with ease. Users with the required field edit permission will be able to edit work items in bulk in global view tab. This is supported for both default and custom views. This also includes the inline update of field values. Learn more



Extended client permission

Earlier, there was a restriction on the client user's view permission for the comment thread. Now, the Client permissions are extended to view all the comments.

Note: This feature is rolled out only for new workspaces and not to existing workspaces due to the probability of security violations. To enable this capability for existing workspaces, kindly reach us at support@zohosprints.com with your workspace details. The feature will be enabled. Learn more

Zoho directory sync

Manage and monitor your user access with the help of Zoho Directory sync. The Zoho Directory capabilities are now listed under the Users section in Settings for easy access and review. Zoho Directory allows you to configure SAML-based sign in using an identity provider of your preference, track your users' login history and active sessions, and define custom security policies to enhance your data security. Learn more

Default layout setting

You now have the autonomy to select your preferred layout as the default layout. Layout customization allows you to pick a layout as default to apply it to all upcoming projects automatically. If you change this preference and select a different layout as default, the existing projects will not be impacted; the changed layout will only be applied for new projects. Learn more

Custom Auto Number Field

The custom field palette now includes a new field called the auto number field. This allows you to populate serialized values for your records. For instance, you can add the auto number field to your create item form to include a record ID for your work items. The field allows you to add text and numbers, and provides a preview of the value that will be generated. Learn more

Control access to field data

Previously, the permission settings of a user profile enabled you to control access to module-level or entity-level actions. This meant that you can control the level of accessibility of a user belonging to a particular profile on a module level. With the introduction of field level permissions, you can control the actions that a user can perform on a field. You define a user profile to have field-specific view, edit, and hide controls for each entity, equipping you with a much more nuanced permission settings capability. Learn more



Field level permissions are applicable to the following modules:
  • Projects
  • Users
  • Sprints
  • Work Items
  • Epic
  • Timesheet
  • Release
With these permission settings, you can greatly customize the access level in each of these modules for each of the user profiles. For instance, if your workspace has users with developer, tester, web designer, and marketer profiles, you can enable or disable field permissions in the above listed modules based on these user profiles, ensuring that the users of the respective profiles only have access to the data or fields relevant to them.

Besides, you can set profile permissions for managing custom layouts and fields at the module level (entity level). Let's assume you run your development effort on Sprints, and you need to allow the development leads to have permission to manage the custom fields of work items alone. You can enable the permission only for work items, limiting their permission to that module alone.


 
Learn how to effectively configure field permissions here.

Refined user group feature

User groups feature is well-refined with it's alias verification process and the ability to notify group members promptly. There is the added advantage of assigning user groups to items, sprints, and projects. This allows all the users of the assigned user groups to access the respective item, sprint, or project. Learn more

The latest enhancement also allows user group syncs between Zoho Sprints and Zoho Projects to happen seamlessly. You can now add or update the group in one either sprints workspace or projects portal and have it synced to the other. Learn more

That's all for now. We have many more exciting features coming up. Stay tuned.

Thank you,
The 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

        • Live webinar: Mastering financial presentations with Zoho Show

          Hey there finance professionals! We know many of you are currently knee-deep in report creation mode to wrap up the fiscal year for your organization. Creating a presentation to communicate essential financial data isn’t simple, with all the calculations,

        • Rejected Accounts still listed for Deal

          Hello guys I have a approval process thats validate the Accounts in CRM The issue is even when a account is rejected you can open a deal with it It's not supposed to appear in the lookup field or the approval process become pointless Can you guys help

        • Optimizing Zoho CRM & Xero Workflow – Advice Neede

          Hi everyone, We’ve been using Zoho for all CRM functions and Xero for all accounting, but the workflow between the two has become difficult to manage. The business does not want to move from Xero, as it's the accountants’ preferred system, but we need

        • Can't create task programmatically using deluge

          I have a Date/Time field like this when it is edited, I want to create a task using deluge function. I use the code below to create a task. but unfortunately, the task is never created even I run it using 'execute' button on function editor. what went

        • Open word documents directly within zoho writer without converting

          There was an article in the help page that said that there would be a feature where zoho writer can directly open MS Word files without the need to convert those files to zoho format. It was said that it would be available by Q1 2023. Here is the article

        • Not receiving email at Outlook

          Hi, I've set up the account and can do everything except receiving email at Outlook. Please find print screen below parameters configured and advise what could went wrong. I can send email from both Webmail and Outlook. I could, however, receive email

        • Office 365 and Zoho CRM

          Does anyone have this synching properly. I configured it and the Zoho Calendar shows up in 365 but nothing comes from 365 into zoho crm. I have enabled the two way. No errors are being generated. If anyone has some insights I would really appreciate

        • To unblock , ensure atleast 5% free space of your total mailbox size exists after email deletion.

          Bom dia, Já deletei todos os e-mails , mas ainda não consigo desbloquear o e-mail comercial@hidrotecnicauberlandia.com.br. Já faz dias que deletei, mas ainda não desbloqueia quando sigo os passos de UNLOCKED ME. Por favor me ajudem.

        • Kiosk Page Refresh

          We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

        • Zoho does not send invitation email if meeting is created in calendar

          Problem: I create a meeting in calendar and add attendees. After "Save" button it asks me if I want to send email to all ettendees, I click Send. But none emails are sent. I did try that over outlook (connected thru active sync) or in zoho web mail. Nothing

        • Change Background in PDF Template

          Background PDF Hi, I want to ask a question. I want to create a background template with my own image. Above is an example that I made, why does the result not fit the A4 format? Like cut off. I used an A4 Portrait image, is there a size error? can you

        • Spotlight #7 - Automatic Transitions in Blueprint

          Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, when it elapses its pre-defined time. This Spotlight discusses how automatic

        • Accepted meeting invites not showing on calendar

          I can receive a calendar invite to a meeting, I confirm I can attend and hit accept. I then check my calendar and it doesn't show. 30 seconds later, it does show up but it is delayed leaving the feeling something didn't work correctly. Can this be improved,

        • Cross module filtering is now supported in CRM

          Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following

        • No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - admin@laboratoriosantarosa.org

          Hola Renovamos después del tiempo el dominio, y luego de eso se cayó el servicio de correo. Seguimos las indicaciones que se indican en este articulo, sin embargo, hasta el momento solo podemos recibir correos pero no enviar. Hemos actualizado los registros

        • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

          Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

        • Error AS101 when adding new email alias

          Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

        • My IMAP mail suddenly stopped working

          On my iPhone and iPad, IMAP stopped working for my Zoho account with the error "User name or password incorrect" and "Invalid credentials failure" however I was able to access via web with the same credentials. Also stopped working on Apple Mail client.

        • When choosing custom view, load a particular Kanban view by defualt

          I have two custom views defined (say viewA, viewB) in the Leads module. I also have a Kanban views (say K1 and K2) defined in the Leads module. What I would like is that if I select viewA, it automatically loads Kanban via K1. If I select viewB, it automatically

        • Use result of one formula field for another formula field

          Can I pull data from one formula field as one of the values for another formula field? I tried doing it and it's returning an "invalid formula" error so I'm not sure if I made the formula incorrectly or if it's just really not possible to do that. Also,

        • Windows Desktop App - request to add minimization/startup options

          Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

        • Export all Zoho desk tickets for past 3 months

          Hi I need to export ticket data from Zoho Desk. Specifically, I'm looking to: Export the last 3 months of tickets⁠ include ticket categories, timestamps, resolutions, agent responses (basically as much data as possible) the ticket content being the most

        • Zoho Calendar (Refresh Rate)

          Why don't the calendars refresh more than every 12 hours? That is crazy. I cannot be the only user who wants to see this change? I see and understand that I can MANUALLY update them, but need them to auto refresh either (1) whenever there is a change

        • Unattended Sessions - Groups and Access

          I would like to see Groups to organize Unattended Computers (what is currently labeled "My Computers") and a way to restrict access to individual users to specific groups.

        • No Hope for Zoho Meeting

          Zoho Meeting is just the poorest meeting app I've come across in a long time. The support sucks too. I called to see if there was anything that could be done on the backend and while I was on a test meeting with support the video was lagging and freezing

        • Add clients without needing a client company

          I, like many people, deal directly with individual clients rather than companies. It's really obnoxious to have to add a client company and treat my client, who is an individual person, as a company. Zoho - can you please build in a way to bypass the need for the client to be part of a company? This is a problem in cliq as well - I want to invite my clients to channels in Cliq but needing to create a company is confusing for them and makes them feel as if they don't belong on the app. But that's

        • Client reminders

          Hi Is there anyway to send automatic client reminders when we are pending a response from them? For instance, in a blueprint, say you have a transition that asks them for some additional information... They may take a while to reply, so is there a way

        • Add Image Upload Field to Zoho Bookings Registration Form

          Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but

        • Current Year Merge Tag

          I am looking for a way to add the current year dynamically to email campaigns. For example "Copyright 2024", so that templates are always up to date and this would also really help with automations. Another example could be a Happy New Year email which

        • Blueprints: Create Global Transitions

          Dear Zoho Team, it would be nice we could create global transitions for blueprints. The use case would be the following: We have 4 different processes with the same transitions in different orders. We could create 4 different blueprints, but whenever

        • Check-in and check-out time calculation discrepancy as shown in a screen recording

          Please see linked screen recording for my question: https://workdrive.zohoexternal.com/external/94dd0267dc877b3f827cc09b294625105627680700cec50e71d36c08e94cb257

        • Zoho marketing hub integration with WordPress WooCommerce

          Hello All,  I am a Zoho One User and we are using Zoho Marketing Hub we also have a website on Wordpress and we use Woo Commerce as our store.  im looking to find out if Zoho Marketing Hub Integrates with WooCommerce   ideally we would like to create Journeys or campaigns series based on customer behavior such as buying or already have purchased specific products. or if they go to the store but don't buy (abandon cart follow)  i saw that there is a wordpress plugin for Zoho Campaigns https://wordpress.org/plugins/zoho-campaigns/ but

        • Need help in search with formula culums in reports

          Hello, I do not know where to start with this one : I have a customer report with all that was bought and paid by my customers. It can be many records for one specific customer. Ex. Customer A has 1 record for a purchase of 1000 $, and 2 records of payments

        • how to send recurring estimates instead of recurring invoices

          Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order number

        • AS101

          I'm having issue while adding email alies to an email. Please help.

        • Tracking UTM Campaign information in CRM

          Hi All, We have had this questions asked a few times lately so thought it would be a great idea to post it here for others benefit.  Many have asked this: How can I track campaign information in CRM from my online campaigns and report on UTM tracking details?  Below is what we have set up for other businesses who are using UTM Codes for all their campaigns. Follow the 4 steps below to set this up for your CRM: 1. Create Fields in CRM Leads Module Add a field  in the Leads module called 'Referrer

        • Adding fields to campaign members

          Is it possible to add fields to campaign members? I want to be able to insert a date that certain actions happened as we progress a client, but can't see where or how I might be able to do that

        • Amazon Integration

          Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.

        • Remove Zoho contract upsell at customer sign completion page

          Hello, I am going through testing for a zoho contract for my organization and I noticed that after the customer signs the contract they are forwarded to a completion page that tries to sell them on using zoho contracts. I find that very unprofessional

        • Retain Jira Ticket When Merging Tickets in Zoho Desk

          Hi, We would like to request a feature enhancement for Zoho Desk's ticket merging process regarding Jira ticket retention. Current Behavior: When merging two tickets (manually via the interface or through the API), we can select the "master" ticket into

        • Next Page