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

    • Email Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members

      Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within your

    • How to implement calculating average value of averaged values?

      Hi, I'm trying to implement a formula in my layout for a module that calculates the average of 2 averaged values, but I can't do so using the formula custom field. To calculate the 2 averaged values, I could use the formula custom field, but in the custom

    • Zoho Recruit update published job boards

      If we have a job thats already posted on several different job boards and we edit this job in zoho recruit (e.g. the description of the job), does this then automatically update this new information to all the published job boards?  If not, how does the

    • Narrative 14: The magic bazaar of Desk

      Behind the scenes of a successful ticketing system: BTS Series Narrative 14: The magic bazaar of Desk Marketplace is a centralized platform where users can discover Zoho and third-party applications that can be integrated with their Desk account to facilitate

    • Collections Management: #2 Late Payment Automation

      "Sir, I'll process the payment by evening, please don't apply any late payment charges", the customer said while arranging papers on his desk. Sanjay stood there with a tired smile. He had already visited twice that week. Payment collection was one thing.

    • Create a table in the layout section of modules

      Dear Sirs, I would like to know whether is possible to create a table under new fields in layouts section of modules. In fact in this section there are single line, multi line, pick list, multi-select, date, formula etc. but I am unable to add a table

    • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

      Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

    • Power of Automation :: Automatic Task Status Handling for Users

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Question - why no way to input a 'tool description' and 'tree of 'tools'

      Every business is different, with different business processes. To be truly useful Zoho MCP needs to have user editable tool descriptions (or ruleset) and a 'tool tree' so that the LLM is context aware when being used. For example, the tool description

    • Develop Zoho Meeting as a Full Native Application (Not a Browser Wrapper)

      Hello Zoho Meeting Team, Hope you are doing well. We would like to suggest an important improvement regarding the Zoho Meeting desktop application. At the moment, the Zoho Meeting app feels more like a mini browser window or an iframe that loads the web

    • 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.

    • Suggestion to improve zoho writer

      I am using your product, I believe it is very useful, however, i was writing a note and I needed to draw an arrow in different angles to explain a point and I couldn't. it would be helpful, to add draw functions to the zoho writer. thanks

    • Can I create a custom function for chart of accounts?

      I'm trying to add a custom function that should run whenever a record in the Chart of Accounts module is edited, but on the form for creating a new function, the module dropdown does not include the chart of accounts as an option.

    • billing

      hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty Pearl

    • Automatic Matching from Bank Statements / Feeds

      Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

    • Unable to confirm Super Admin assignment — confirmation button not working

      I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when

    • Inactive Items - Make Less Prominent by Default

      Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically

    • How to unlink a SAML user from the existing Zoho Desk user (domain change case)

      Hi everyone, I’m trying to understand how to handle a situation where a customer changes their company domain. In our setup, users authenticate via SAML, so when the domain changes, the SAML system treats them as a new user. However, in Zoho Desk, I’d

    • Automation#36: Auto-create time-entry after performing the Blueprint transition

      Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single

    • Feature Request: Reviews

      Any chance we could get a "Reviews" element to put on sites? It should be extremely simple to do. Basically just take the comments box and add an option for a star rating. At the very least, it would be nice to have more customization options for the comment box so the text could be changed from "Comments" to "Reviews". I've looked at a bunch of embeddable review widgets but nothing meets my needs so this would be a great feature to have added to the site builder.

    • Can we handle a support like (incident management) project in Zoho Projects?

      Hi, I have a new profile of a project whereby we provide "ticket" base support to a client. They have a request and ideally we would handle comms via a email exchange logged in Zoho. Today we use Zoho Projects for all out projects, which means that we

    • Trying to show the actual Terms & Conditions on PDF

      Hi, On Zoho forms I am trying to have the actual terms and conditions that the user needs to accept also show on the pdf that they receive after. Right now it only says "Agreed". Please help.

    • Installing EMAIL Setup in New Domain

      Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguyzzapk.com/, https://fakservices.com/ is using CF,

    • Enhancements to Zoho Meeting Annotator

      Hello Zoho Meeting Team, Hope you are doing well. We would like to share a few improvement suggestions regarding the Zoho Meeting Annotator used during screen sharing. While the current version provides helpful annotation tools, there are several limitations

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Triggering rules on lead conversion

      There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra

    • Add "Fetch Composite Item" Action for Inventory

      I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

    • Zoho Social/Marketing Plus - Addition to "Monitor" function

      It would be very helpful if the Monitor function would allow us to add a column to monitor hashtags in addition to pages and mentions. This is a common and very valuable function in other social listening tools.

    • Almacenamiento

      Hola, Quisiera saber como podría hacer para bajar el almacenamiento de 5gb a mis usuarios, en otras palabras los quiero ir limitando de la cuota real, y luego ir agregando poco a poco la cantidad hasta llegar a los 5gb que me dan en el plan free. 

    • Zoho Invoice Now Supports VeriFactu for Businesses in Spain

      Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia Estatal

    • Will I Get a Refund If I Downgrade Zoho Mail?

      Hello, We upgraded an email account for our new employee. However, the employee left after one month, and now I've reduced the number of Zoho Mail users from 7 to 6. Can we get a refund for the remaining portion of our annual payment?

    • Zoho Billing Now Supports VeriFactu for Businesses in Spain

      Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia Estatal

    • how to add subform over sigma in the CRM

      my new module don't have any subform available any way to add this from sigma or from the crm

    • Introducing the revamped What's New page

      Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • Name autocomplete

      Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is very annoying. For example I have a contact that I emailed in the past that has "First M. Last" <email@email.com> type of contact. When I start typing 'First' the email may or may not pop up in the autocomplete menu. Then if I start typing "first last"

    • Using a CRM Client Script Button to create a Books Invoice

      Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the

    • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

      We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?

    • How do i follow up my email campaign in-thread

      Is there a way to follow up the email campaign so that it is in-thread using zoho campaigns? eg customer gets original email with subject line "hello" then 5 days later follow up would be with subject line "RE: hello".

    • Announcing new features in Trident for Mac (1.29.0)

      Hello everyone! Trident for macOS (v1.29.0) is here with new features and enhancements to enhance your business communication. Let's take a quick look at them. Access shared mailboxes. You can now view and access shared mailboxes in Trident, which are

    • Next Page