Project Management Bulletin: Q1 2025

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 Zoho Projects, Zoho Sprints, Zoho BugTracker, and our newest addition—Zoho Projects Plus. You're invited to join in on the discussion and share your project management stories with us!

Let's jump in.

Idea

Our brand new launch: Zoho Projects Plus

Meet Zoho Projects Plus, a hybrid project management software solution that supports teams using waterfall, agile, or a mix of both. Designed as a comprehensive platform for data-driven insights, it helps you harness the combined power of Zoho Projects, Sprints, Analytics, and WorkDrive. And of course, our in-house AI assistant Zia is always ready to help you work smarter.


Featured videos on Zoho Projects Plus

      

Quote

PM spotlight

Have you ever wished your project tools were more inclusive and accessible for every team member?

We've got it covered! Zoho Projects now includes accessibility options across key features to ensure a more intuitive experience for all users. Read more about accessibility

Key releases this quarter

Zoho Projects rolled out major features this quarter:
  • Power BI integration: Sync your project data with Microsoft's advanced analytics tool. Create dashboards and reports to visualize progress and share them with your project stakeholders.
  • Revamped APIs: We've introduced new additions, sample inputs and responses, and an easy-to-use interface. Access our complete API documentation and read our announcement to learn more.
  • Invitation templates: Set up reusable templates with custom messages to invite portal and client users to your projects.  
View the complete set of updates for this quarter in this announcement.
 
Zoho Sprints had a valuable quarter with a bunch of new releases. Here are the top three features:
  • AI integrations: Connect with Zia, OpenAI, Google AI Studios, Cohere, and Anthropic to simplify your discussions and enhance your technical reviews.
  • Meeting Bridge: A centralized platform for third-party meeting services, this integration provides a list of curated services that meet your unique needs.
  • Layout rules: Customize item layout based on specific conditions and automate field behavior in that layout.
 
We've also introduced weekly logs, data import from Trello, and more. The entire list of updates for this quarter is available in this announcement.
 
 

Solution corner

Our solution expert team creates custom functions on demand to meet your unique requirements. Here’s a curated list of the top five custom solutions developed this quarter.
 
1. Auto-approve pending time logs

One customer needed a way to automatically approve pending time logs during the first week of every month. We built a solution using schedule functions, where custom functions can be executed hourly, daily, weekly, or monthly. The code for achieving this requirement is available in this post about pending time logs.
 
2. Auto-generate an invoice after task completion

We received an interesting request where the customer wanted to automatically generate an invoice once all tasks in a milestone were completed. We created a custom function that connects Zoho Projects and Zoho Books via their APIs to automate the process using task workflow rules. Check out this post about invoice generation to view the script we created.
 
3. Schedule a meeting when a task is created in Zoho Projects

A power user leveraging the integration between Zoho Projects and Zoho Meeting wanted to automatically schedule a meeting upon task creation. The task’s start date and time was used to schedule the meeting, with a default duration of one hour. Refer to this post about meeting scheduling to see how we used task custom functions and workflow rules in Zoho Projects to achieve this.
 
4. Auto-create checklists on task creation

Checklist for Zoho Projects is an extension that lets you create a set of to-do lists for your tasks and issues. One of our customers wanted to add a specific checklist from the template when a new task was created. Here’s the custom function code we created.
 
5. A smart approach to task workflow automation: Preventing infinite loops

We tackled a common issue—infinite loops caused by task workflow rules and custom functions—with a smart solution. Here's a detailed post on the use case, solution, and implementation steps.
 
Alert

Project management meetups

Agile India 2025

We exhibited Zoho Sprints at Agile India 2025, held in Bengaluru from March 25 to 27. It was an ideal platform with thought leaders and agile experts assembling to discuss the current landscape of agile practices and its future. We engaged with a lot of agile enthusiasts and exchanged ideas and perspectives that we could translate into practical solutions. Learn more about Agile India

Upcoming: Zoholics USA (May 13 to 15, 2025)

For the first time ever, Zoho is bringing Zoholics to Houston this May! From expert-led sessions to hands-on workshops, this event is power-packed. You can expect dedicated project management announcements and stalls hosted to communicate, learn, and empower teams with our project management suite. Grab your slots today!

We hope all our new additions and enhancements help you manage your projects faster and smarter. Keep tabs on this space for more 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

    • Show backordered items on packing slip

      Is it possible to show a column on the Packing Slip that shows number of backordered items when a PO is only partially filled? I would also like to see the Backordered column appear on POs after you receive items if you didn't get ALL of the items or partial amounts of items. And lastly, it would be nice to have the option of turning on the Backordered column for invoices if you only invoice for a partial order. -Tom
    • Users I've shared the sheet with cannot use the Custom Functions

      Hi, I have a Zoho Sheet worksheet that I shared to 2 colleagues, giving them full access: In that worksheet, I created a button with a custom Deluge function and it works flawlessly for me: For those I shared the worksheet to, when they click the button,
    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
    • Newby Questions

      Q1. The top bar of Zoho Books has a "Search in Banking (/) " field. What is the proper use of this text box? - Searching for Amazon for example has no results but there are transactions. - Is the search case sensitive? - Are regular expressions allowed?
    • Add Custom Fields only in Customer module and not on supplier module!? Is not there a way to do that!?

      I am trying to create custom fields on clients module but it also gets created on suppliers module; which of course does not make sense at all as a lot of custom fields are client or supplier specific but never both. I am missing something? This seems
    • Inventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"

      Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move items
    • Using Email Triggers on Zoho Flow

      Hello, I'm sending the email to create the variables as this article says: https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/email-trigger#How_email_trigger_works But the collection of the variables only seems to work when the
    • Zoho Bookings - Provide Appointment System ID in Zoho Flow Variable

      Hi Bookings Team, It would be great if you could provide the system record ID for appointments as a variable in Zoho Flow trigger outputs and Fetch Appointments action. This would allow us to create a dymanic URL which can be clicked by a staff user to
    • Tip #7: Customize the appointment confirmation page

      A confirmation page plays a crucial role in creating the first impression, as that's where customers land when booking with you. It shows your brand identity, engages your audience, and drives more conversions. Yet, this section is often overlooked when
    • WhatsApp Calling Integration via Zoho Desk

      Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
    • Show backordered items on packing slip

      We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered  & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things
    • How do you create an event/meeting in a different time zone?

      Does anyone know how do you create an event/meeting in a different time zone? 
    • Deluge Learning Series – Mastering file handling in Deluge | April 2026

      The Deluge Learning Series is conducted on the fourth thursday of every month. In each session, we discuss built-in functions and statements in Deluge and demonstrate how they are used across different Zoho products. With practical examples and real-world
    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
    • Editing recurring tasks

      Hi there, I use recurring annual tasks quite often but sometimes I have a contact leave an organization so I want to re-assign that annual task to a new contact. When I go into the task to change the contact it only does so for the current year. Future
    • Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

      Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
    • On Duty Requests - Zoho People Data

      Hello Team, We are currently using the On Duty Form to record Work From Home (WFH) requests in our organization. However, we are facing an issue where pending On Duty requests are not appearing in the Attendance Module. For example, if I submit On Duty
    • Business Day Logic Update: More Accurate Scheduling for Your Workflows

      Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
    • Styling for Subform Fields using client script

      Currently we can add styles to list and detail page for fields using .addstyle in the Client Script But that is missing for fields of Subform We would really like the feature to addstyle for subforms in the detail page Can you please consider adding it,
    • Zoho Commerce -

      Zoho Commerce currently only allows merchants to define the United Kingdom as a single shipping zone, which creates a significant issue for businesses operating between the EU and the UK. Under the Northern Ireland Protocol, Northern Ireland follows EU
    • Add a way to connect Log360 Cloud logs with Zoho analytics

      Hi, Several month ago Log360 Cloud was added to zoho one - and this is great. But as far as I see there is no prebuilt way to connect Zoho analytics to the logs we have in Log360 Cloud. Please add a prebuilt connection like we have for so many other zoho
    • IP flagged as abusive

      I'm getting the error that 136.143.188.15 is listed as abusive. I've checked with mxtoolbox.com and it is indeed in the list
    • date & datetime client script getInput types

      Please add date & datetime as available types for the getInput client script function. https://www.zohocrm.dev/explore/client-script/clientapi/Client#getInput
    • Approval Workflow Not Triggering When Status Updated via Custom Button

      Hi Team, I’m facing an issue with an approval workflow in my application. I have a workflow that updates a record’s Status field from “Pending” to “Waiting for Approval.” I have configured an Approval Workflow with the condition: Status = "Waiting for
    • Automate the file import step

      Hello everyone, I have a Sales - 'Account' category, and currently import the file to update it as follows: Import Accounts - From File - Update existing Accounts only - select and match the field the CRM. Since we have been using Microsoft 365 SharePoint.
    • Data Import

      Hello Latha, Is there any option to enable data import option in Equipment module? Best regards, Chethiya.
    • Unable to Access /crm/v7/taxes – OAuth Scope Mismatch in Zoho CRM API

      I am currently integrating Zoho CRM (v7 API) with our system and I need clarification regarding the Taxes API and OAuth scopes. Context: We are creating Quotes via the API (/crm/v7/Quotes) Each quote contains line items with taxes (e.g., TVA 19%, 10%,
    • Email from CRM being Blocked or Marked as Spam by Google (and maybe more)

      In the past 24 hours we’ve noticed that emails sent via Zoho CRM are being blocked or flagged as phishing, particularly by Google. The issue seems to occur specifically when emails contain links. URLs like www.domain.com or www.example.com are automatically
    • Marketing Tip #29: Make it easier to shop by grouping products into collections

      A well-organized store helps customers find what they want faster, which directly improves conversions. When products are grouped into clear categories or collections, shoppers don’t have to scroll endlessly or search manually. It also makes your store
    • 【無料/オンライン】4/30開催|Zoho ワークアウト(オンライン勉強会)

      ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 4月開催の「Zoho ワークアウト」のご案内です。 本イベントは、Zohoユーザー同士で交流しながら 設定・運用・活用に関する課題解決を目指すオンライン勉強会です。 「設定を進めたいけれど、一人だと手が止まってしまう」 「他社がどう活用しているのか知りたい」 「相談できる相手がおらず、運用に悩んでいる」 そんな方におすすめのイベントです。 ▶︎参加登録はこちら(無料) https://us02web.zoom.us/meeting/register/qIH1ut8aTnq-R7-21eF3BQ
    • Zoho Desk - Support Plan by Time Log Hours

      Hi Desk Team, When creating a Support Plan, it would be great to have an option under Plan Type for Time Based Plan. This would be based on the number of work logs created for a customer account. It's very common to offer a support contract which has
    • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

      First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the
    • How to set custom Sales Order numbers

      I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number
    • What's New in Zoho Inventory | January - March 2026

      Hello users, The first quarter of 2026 has been dynamic! We’ve shipped a powerful set of updates in Zoho Inventory to enhance item control, improve warehouse efficiency, expand integration and reporting capabilities. From a unified item creation experience
    • Zoho Commerce - Mobile App Order Creation

      Hi Commerce team, I would like to suggest a feature for the mobile app that would make it much easier to create and process orders on the go. Problem Currently, while it is possible to create a Sales Order in Zoho Inventory, the process is not optimised
    • Zoho Mail Android app update: UI revamp

      Hello everyone! We are excited to share that the first phase of the Zoho Mail Android UI revamp is now live. In this update, we have redesigned navigation bar at the bottom to quickly access the Email, Calendar, Contacts, and Settings modules. Also, the
    • Zoho books - Project Module - Itemised expenses

      Hi All, I heavily use the projects function in Zoho books and can work for one client for successive weeks, providing labour and incurring the occasional general expenses.  As an example, during the one purchase, I purchase 10 widgets and of these 10, 
    • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
    • Full Module-Level Access Control for Custom Profiles in Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding access control limitations in custom user profiles within Zoho Projects. Current Behavior: We created a custom profile intended for support agents,
    • How to save custom report for future use ?

      Dear, How to save custom report for future use ? Thanks & Regards Shamnad 94460055258
    • Next Page