Project Management Bulletin: June, 2025

Project Management Bulletin: June, 2025



 
Our project management suite's representatives have been busy socializing with global customers in the USA (Zoholics) and Australia (roadshows). We also had multiple stop overs at our customer’s establishments and were glad to see the efficiency our products added to their work. Our teams have come back with all your requirements and are hard at work analyzing and implementing them into the product.
 
This edition of our project management bulletin brings you the recent developments in our suite of products, a round-up of our meetups, exciting new videos on our AI developments, and much more.
 

Project management meetups

Zoholics USA 2025

We exhibited Zoho Projects and Zoho Sprints in Zoholics USA this May, and it was an absolute hit! Multiple workshops and sessions were held to educate our users about the nuances of both products. We received a tremendous response, making this an engaging session for the participants.
 

Zoho Projects Roadshow

We conducted roadshows in Melbourne and Auckland. This was a wonderful opportunity for us to network with our customers, understand and address their pain points, and gain valuable insights into their real time requirements and how Zoho Projects can align with their objectives.

 

Idea

PM recommendations

Have you noticed how tasks end up oversized—bigger than you anticipated while planning the project?

Well, you can still break them down into subtasks in Zoho Projects and subitems in Zoho Sprints to promote better organization and management.

Featured videos on Zoho Sprints

      
 

Key releases

Here's a list of new updates from Zoho Projects and Zoho Sprints:
  • Organized Automation in Zoho Projects: All automation settings—Blueprint, Workflow Rules, Email Templates, Email Alerts, Webhooks, and Macro Rules are now grouped under Settings>Automation. This helps you find everything related to automation in one place.
  • Terminology Update in Zoho Projects: The Timesheets terminology has been updated for better understanding. Each entry is now called a time log, while a group of time logs is referred to as a timesheet.
  • Portfolio dashboard PDF Export in Zoho Projects: Users can now export their project's portfolio dashboard in PDF files. Encryption is available to add a layer of security, and a download link is also sent via email.
  • Profiles UI/UX revamp in Zoho Projects: The Profiles permissions UI/ UX is made more elaborate. The permissions are divided into six sections: Module Permissions, Others, Portal Permissions, Settings, Integrations, and Field Permissions. Users and Clients' access levels can be monitored for all actions across all sections.
  • Import Timesheet in Zoho Sprints: You can now import timesheets from files in Zoho Sprints. Your log hour entries can be imported into your workspace from XLS, CSV, or JSON files, and file fields can be mapped with Zoho Sprints fields to ensure proper data import.
 
Notes

Productivity tips

We post periodic tips and tricks to introduce new features to our users. Here's a compilation of the latest tips:
 

Solution corner

Our solution expert team creates custom functions on demand to meet the unique requirements of customers. Here’s a curated list of the top custom solutions for you.

Update a custom field based on a blueprint's parallel transition

We received an interesting requirement from a customer who has an existing blueprint configured with four parallel transitions. When one of these transitions is not performed, the customer wants a specific task custom field to be updated with the user name responsible for that transition. If you have a similar requirement, refer the custom function code in this post.  
 

Sync tasks from Zoho Projects to Zoho Mail

A power user of Zoho, with a paid subscription of Zoho Projects and Zoho Mail, wanted to automatically add tasks to Zoho Mail’s To Do list when a task is created in Zoho Projects. Refer this post to know how we used Task Custom Functions and Workflow Rules in Zoho Projects to automate this requirement.
 

Start, pause, or stop the timer on task status update

A customer requested that timers automatically start, pause, or stop based on the task status updates, ‘In Progress’, ‘Hold’, or ‘Closed’ respectively. We suggested Task Custom Functions along with Workflow Rules to automate the timer’s progress. Check out this post for the script.
 

Auto-update task work hours based on custom field value

One customer wanted to automatically update the work hours of a task based on custom field value. They had a set mapping between task type and work hours. Here’s the custom function we created for this requirement.
 

We hope all our new additions and enhancements help you manage your projects better. Keep tabs on this space for more such round-ups and updates on our suite of project management tools.
 

    • 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

    • Announcing New Features in Trident for macOS (v.1.21.0)

      Hello everyone! Trident for macOS is here with interesting features to elevate your workplace communication and productivity. Let's take a quick look at them. Get better visibility for concurrent events. Quickly compare and manage simultaneous events

    • Modifying Product Details

      I am in the process of setting up new products in Zoho Commerce and have encountered a few problems: 1) Tabs It seems that Product Details pages do not have the ability to create Tabs. eg:  https://www.thedebugstore.com/tp240141-aardvark-usb-i2c-spi-host-adapter-total-phase.html

    • Zoho Commerce B2B

      Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show

    • Creating a custom CSV file using deluge script/

      I have an application I have developed and the client wants us to place an export file in csv onto an ftp server daily. Now I don't see au options in creator to change the separator to anything else. The client wants the separator to be the pipe symbol "|"  I think i would be able to create schedule with some code to create the appropriate data in a string using deluge script but I haven't seen any functionality that would allow me to deposit that data as a file anywhere or attach it to an email

    • How can I get a nested value attributes inside a key par?

      Hello! Im getting the following output when reviewing a record I am after. I am trying to put some conditions based on a data value that is inside another data. For example, lets grab the below output. Info {"Account_Name":{"name":"Liberty Construction

    • Invoices not arriving and mail server settings

      I am having an issue where some clients are not receiving invoices. I have configured Zoho Books to send on my behalf and configured the appropriate SPF, DKIM and DMARC settings on my mail server and tested these as working. I get the CC'd copies so I

    • Multi Line Text Character Limit

      I want to export my Help Center articles but I realized that the text in the Answer column is being cut off. I'm guessing there is a character limit for multi line text fields. How can I get around this?

    • Emails bouncing to Hotmail / Outlook.com

      Today I have seen multiple emails bouncing all to Hotmail and outlook.com mailboxes, all other emails are being delivered. Is it just me or is this a widespread issue with Zoho Books ? Bounce Reason : uncategorized-bounce

    • Be careful if you want to purchase zoho one

      Hi, just to add one more complain to the other similar complains. When I purchased zoho one, Divith, my account manager told me (by email) that I would be able to keep different emails that I have inside the company (contact, privacy, etc.). During the

    • Schedule Timeout 5 minutes vs. stated 15 minutes

      I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm

    • Importing invoices in bulk using the xls file template - still posting as draft - Is there a way to skip "mark as sent" and post it directly?

      Hello everyone, as the title say, is there a way that when I upload from the template file, it will post automatically? I tried changing the "Invoice Status" from draft to approved but it is still appearing as draft and is making me go to invoices so

    • How to set Sales Order Payment Terms when creating a Sales Order via the Zoho Books API

      I am creating Sales Orders via the Zoho Books API. I would like to set the Payment Terms to a particular value from the list of allowed values. Is that possible? I was able to get the list of payment terms via this API call: https://books.zoho.com/api/v3/settings/paymentterms?organization_id=XXXX"

    • Function and workflow to create customer payment and send receipt

       I am attempting to set up a workflow/custom function for the automatic creation of a customer payment and sending the email receipt, but am receiving the error "Improper Statement Error might be due to missing ';' at end of the line or incomplete expression" I've been over everything several times and cannot see where the error is (code is copied into the attached document).  I haven't used custom functions before with Deluge, so it's very likely something very simple, or I've completely mucked

    • How to rename the Submit Button by using deluge script

      Hi everyone, As we know, the Submit button can be renamed in the form builder setting. But I have scenario where I need the Submit Button to be renamed differently according to condition. Anyone knows how to do it? Thank You

    • Banking: Transfer from another account without base currency

      Scenario: A banking line item shall be categorised as an "internal transfer" from another bank account. This is a USD to EUR transfer. Our base currency is CHF. What we tried: Category: "Transfer from another account" From: Our USD account To: Our EUR

    • Item cost price - How to accomodate changing cost prices

      I am in urgent need of assistance with how to accommodate changing cost prices for items, not manually. We import items so their landed cost is always changing. This cost is NOT reflected however in the item cost price. This is going to cause us some

    • Marketer's Space: Targeted messaging : Leveraging Zoho Campaigns for Effective Communication

      Hello Marketers, Welcome back to Marketers’ Space! Targeted messaging ensures your communication reaches the right audience - boosting engagement, conversions, and overall campaign success. In this post, we’ll be looking at targeted messaging to create

    • :between: conditions in search?criteria

      Hello, please help solve problem I try to select deals by Creater_Time between dates i send this GET request /crm/v4/deals/search?criteria=(Created_Time:between:(2024-02-01T18:52:56,24-02-17T18:52:56)) encoded to /crm/v4/deals/search?criteria=%28Created_Time%3Abetween%3A%282024-02-01T18%3A52%3A56%2C24-02-17T18%3A52%3A56%29%29

    • Zoho Creator : Updating Records via Import. Can't use Autonumber or ZohoRecordID ?

      Hi, I am trying to use the function to update a report with an import. I'm running in to the error : "unable to update because the form has no column with unique values" In the release notes it says Only field with unique values can be used to compare

    • 💡 Feature Request: Custom App Bundle Plan (Pick Only the Apps You Need)

      Request: Allow Users to Build a Custom App Bundle (Choose Only the Apps They Need) Hi Zoho Team, I appreciate the value that Zoho One and the Plus Bundles (CRM Plus, Finance Plus, etc.) offer. However, I’m finding it difficult to get the best fit for

    • Search Feature Now Broken

      I have many hundreds of notes on Zoho Notebook but now when I search for a keyword, I only get 30 results maximum. This is unacceptable and yet another feature that has become broken on this quickly deteriorating software. Please fix immediately.

    • Restrict Zoho One Account Notifications to Admins

      Hi Zoho One Team, I hope you're doing well. We recently noticed that end users are receiving administrative pop-ups in Zoho One, such as the DKIM configuration notice (screenshot attached). This type of notification is only relevant to administrators

    • Experience effortless record management in CRM For Everyone with the all-new Grid View!

      Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

    • Automated Checkout

      Hi Team, I’m trying to create an automated checkout function in Zoho People. My requirement is that if an employee forgets to check out, the system should automatically check them out after 10 hours. However, I'm encountering an error while updating the

    • Zoho CRM Community Digest - June 2025 | Part 1

      **We offer both video and written formats, take your pick and jump in.** CRM FOMO is real. You could be doing everything right and still miss the beat. That’s where we come in. Zoho CRM Community Digest! Every two weeks, we bring you the insider scoop

    • Introducing Video Tutorials for the Zoho FSM Mobile App

      We’re excited to announce the launch of our brand-new video tutorials for the Zoho FSM Mobile App—designed painstakingly to help your field agents get up to speed in no time! Whether you're brand new to the Zoho FSM mobile app or just need a quick refresher,

    • Zoho People > Managed People > User Access Control

      Hello All I need your recommendation on how should i go about setting the User Access Control in my Zoho People

    • What happened to the tabs in the ribbon on the top in my CRM?

      Hi, This morning all of the tabs (modules) in the ribbon on top are no longer showing up. I had the modules in the ribbon in a specific order for easy, one-click access. Now it's only showing the active tab and the rest are hiding under the three dots

    • Connect to Australian bank

      How do I connect to an Australian bank. No Australian bank shows up in my list. I think its because the service provider is Token and not Yodlee. How do I change this?

    • Searching for content within courses

      Hello, I have been testing out Zoho One for my company have been exploring Learn. I've noticed that you cannot search for content within a course. You can only locate the title of the course. Example: Course: How to Make Your Bed Chapter: Pillows Lesson:

    • Citations Problem

      I'm having an odd problem with the "Add Citations" feature of Zoho Writer. When I add a citation using the "Fetch website details online" feature it works the first time I use it but if I try it a second time by clicking that link nothing at all happens

    • Zoho People Leave Balance Show as Negative

      Hi All I have the Portugal material Leave that policy allows up to 120 days or 150days for employee to apply within 365 days and employees is able to take minimum of 1 days or up to 120 days In my Leave Grant I have set as the setting.

    • Zoho People > Performance > Appraisal > Mismatch between the template-configured module and the currently enabled module.

      Hello There When we enable the performance module there a prompt Mismatch between the template-configured module and the currently enabled module. How do we resolve this

    • Introducing WhatsApp integration in Bigin

      Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all

    • Zoho People Leave Application Module Error: Leave balance has exceeded as on 09-07-2025.

      Dear All I need to check how do i resolve the issue of Error: Leave balance has exceeded as on 09-07-2025. All my leave have this issue

    • Power of Automation:: Daily Time log summary broadcast to Zoho Cliq using Schedule Custom Functions

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

    • When Calls Ends, Creating Note with the call description by deluge code

      Hi, i need help with writing deluge code function, to scenario is like this - i want to create a workflow thats after 10 that the call ends the deluge function will create a new note in module calls that link the note in module calls to the his lead ticket

    • Default Memo from Custom Field (from Bill) when Paying with Check

      Hi, we are using "Pay via Check" option to pay for our Bills in Zoho Books. I would like the memo on the check to pull directly from one of the custom field values within the Bill. Is there any way I can do this? The memo that I need is already on the

    • Wouldn't it be great to have an option to schedule sending emails in Zoho mail? Schedule send feature request

      The subject says it all - but just to clarify: This is to request a new feature that would allow users to schedule the delivery of an email for a given date & time. In small companies it is quite common to work unsocial hours on customer emails. But some

    • Static vs Standard Subforms - New Feature; But how does it work?

      I've just noticed that we now have the option of static or standard subforms, but I can't find any posts on the new feature. So, how does the new subform type work?

    • Next Page