Project Management Bulletin: March, 2026

Project Management Bulletin: March, 2026



We are passionate about equipping our users with efficient solutions that help them run their businesses successfully. Our collective efforts over the past 2 years have culminated in the launch of Sprints 3.0— built with reliable features, impactful integrations, and AI-powered automation capabilities for Agile projects. Read more about the launch.
 
Along with the grand launch, we’ve also started an exciting new series that shares ideas to maximize the benefits of Zoho Projects’ features. Here’s a detailed roundup of our new launch, upcoming meetups, and other recent updates.
 
Info

Explore possibilities ‘Beyond Task Lists’

We’ve kick-started a new series as part of Zoho Projects’s community learning space called ‘Beyond Task Lists’. It aims to showcase the customization capabilities of Zoho Projects by providing comprehensive solutions to real-time business problems, combining multiple features of Zoho Projects.
 

Zoho User Group Meetups

We had a grand time hosting this quarter’s Zoho User Group Meetups in Singapore, Manila, Kuala Lumpur, and Australia. The central topic was ‘Building smarter business workflows with Zoho Projects and Zoho CRM’, and we received a strong turnout for our workshops as well as 1-on-1 sessions. 
 

 

Upcoming meetups in New Zealand

We have a series of meetups lined up in New Zealand. Be sure to join us!
  1. Wellington ZUG Meetup on March 18, 2026
  2. Christchurch ZUG Meetup on March 20, 2026
 
Idea

PM Recommendations

Phases/Milestones- the morale boosters
 
Have you ever wondered why long treks have halfway points? They serve as psychological markers to build confidence in the trekkers, encouraging them to carry on the rest of their journey. Considerate, right?
 
Phases in projects play a similar role in motivating your teams as they progress through defined milestones, focusing on smaller, manageable goals. It also helps track the project’s schedule with phased decision points.

Key Releases

As part of Zoho Sprints 3.0, we’ve launched the following features:
 
Deliver projects within the target budget and optimize project spending with expense tracking. You can choose specific budget types, monitor planned and threshold values to spot overspending, and also gain insights into future budgeting.
 
Streamline quality assurance in your software development life cycle by planning test cases, managing test suites, and executing test runs right from Sprints. Test management equips QA teams with the test scenarios, execution steps, and expected results, making the process traceable and straightforward.
 
Design your organization’s unique processes using custom modules— collect necessary data, assign permissions, and setup automation flows to match your precise requirements. With custom modules, you do not have to bend your processes to align with the software, instead leverage the software to fit your goals.
 
Identifying risks in a project helps teams understand the potential threats and take informed decisions right from the initial stages of the project. Discovering opportunities helps improve outcomes and generate additional value to the projects. The risk and opportunity matrix classifies the level of impact on each project, prompting teams to find ways to mitigate risks and utilize opportunities to maximize the project's potential.
 
AI-powered Sprints
Explore AI-based voice to text convertercustom module builder, subitem generator, and the most sought after Zoho MCP integration with Zoho Sprints to unleash AI power.
 
Integrations
A whole new range of integrations with Zoho QEngine, JIRA, and Microsoft SharePoint ensures consistent and up-to date data flow across all applications you use.
 
 
A new addition to Zoho Projects Plus:
 
We’ve introduced Notebook, a note-taking and to-do list management software, in Zoho Projects Plus, allowing you to jot down quick notes, lists, and sketches, or add audio, photo, and file notes — all seamlessly organized, collaborative, and securely synced across devices.
 
Notes

Productivity Tips

We post periodic tips and tricks to help users maximize the capabilities of our products. Here's a compilation of the latest tips:
  1. User Automation: User based workflow rules & webhooks in Zoho Projects
  2. CodeX Scripts for Enforcing Custom Project Logic in Zoho Projects
  3. A note-taking app right inside your project management space for Zoho Projects Plus

Solution Corner

Our solution experts team creates custom functions on demand to meet your unique requirements. Here's a list of recent requests:
 
Auto-Notify External Users on Issue Closure

Zoho Projects allows external users to report issues to your organization via Web to Issue Form which can be embedded in webpages. Once reported, the issue gets filed and its status can be updated as it progresses.
 
One of our customers wanted to notify external issue reporters via email when the issue is closed. We implemented this with business rules and custom functions where an email with the issue details is triggered to the reporter once it is closed. Refer this post for the custom function script.
 
Auto-create Dependent Task on Status Change

We received an interesting requirement to automatically create and assign a dependent task when a task’s status is updated. We worked with the customer to create a custom function to solve their exact requirement. Explore the custom function we created in this post.
 
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 our team will reach out to you!
 
We hope all these 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

    • Limitation in chart of accounts

      There is a limitation of 4000 accounts in chart of accounts  Zoho needs to remove this limit
    • How do I change the account bank charges are charged to?

      I want bank charges charged to my Credit Card Fees account. Is there a way to do this?
    • Real signature in Zoho Expense PDF report ?

      Hello ! Is there a way to put a real signature on the signature line when a PDF report is generated in Zoho Expense? Through Zoho Sign or another way? Can't seem to make it work.
    • Copy paste settings

      Hello all i have 2 organizations running in ZOHO books in one organization i have customised Tax rates, codes and customized templates instead of manually doing again in org 2 can i have some shortcut to copy paste or export and import??
    • Custom TDS on Vendor Credits via API

      Hi, We are using Zoho Books APIs for posting Bills and vendor credits. We are unable to post custom TDS amount posting vendor credits. Can you please share the API spec and Payload that need to be sent for Custom TDS for Vendor Credits.
    • "Unlink" Advance from Bill without Deleting the Payment Record

      I am writing to highlight a significant workflow issue in Zoho Books (India Edition) regarding Vendor Advances and Bills. The Scenario: I recorded an Advance Payment to a vendor. I matched/reconciled this payment in the Banking module. I received a Bill
    • Advance Payment Record Removed When Deleting Applied Credit from Bill

      Hello, So while working with vendor advance payments, I noticed that removing the applied credit from a bill also removes the corresponding entry from the Payments Made section. What I did : Recorded an advance payment to a vendor through Payments Made.
    • What is the best way to convert MSG file to Word format?

      The best way to convert MSG files to Word format is by using a reliable and professional tool Aryson MSG file Converter. Manual methods are often time-consuming and may not preserve email formatting, attachments, or metadata accurately. In contrast, Aryson
    • Address Typeahead Extension for Zoho Books

      I installed the Address Typeahead extension for zoho books but when I went to configure it, it said that that version was deprecated. Is there a newer version somewhere?
    • Zoho Projects : Task should auto-update to 'In Progress' if timer started

      Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers
    • Invoice template with sales tax totals

      Hi everyone,  I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the one
    • Zoho Delayed Posting & Loss of Article Thumbnails on BlueSky

      Hello! I am wondering if anyone else has had the either of the following issues when posting to socials via Zoho and if there is a fix? 1. Post says it is scheduled or it is live when sent off via Zoho but it doesn't show up on socials till some time
    • Connection Not Secure (Certificate Mismatch) Error

      Hi, Just a fyi, when you go to https://bigin.zohocloud.ca/bigin/Home you get a "Your Connection Is Not private" error. (Certificate mismatch to domain.) I get to that page after I have signed up and signed in as a customer and select the Access Bigin
    • Recording the Investment

      Hello, - One Investor Invested to our company, So how do we record investment which we received in our bank in the Zoho books ? - How do we record if we provide shares to the investor in the Zoho books? Thanks
    • Export Invoices to XML file

      Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
    • Client and Vendor portal at the same time

      We have companies that serve both as clients and vendors and they are linked. However, we have a problem giving them access to the vendor/client portal. If they accept the invitation from the client portal, when we try to invite them to the vendor portal
    • Integrate Multiple ZohoBooks organization with zoho projects

      We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a
    • Ways to calculate the difference form two years or months

      Hi to everyone I have this request: I need to show the difference or variation from two periods (years or months) whether using a Pivot View or a graph, in this is case is better in a Pivot view. In the pivot view I will have the amount or results from
    • Career site URL - Suggestion to modify URL of non-english job posting

      Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL
    • 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
    • Introducing Contract Settings & Backdated Contracts in Zoho Contracts

      We are rolling out updates that give you more control over how contracts are created and managed in Zoho Contracts. From defining default workflows with Contract Settings to aligning agreements with real timelines using Backdated Contracts, these enhancements
    • Celebrating our customers on International Client's Day

      Hi everyone, Every customer is part of our Zoho Desk family, and we wouldn’t want to miss celebrating you on this special day. This International Client's Day, we’d like to take a moment to appreciate every customer who has helped us grow and build meaningful
    • Zoho Books | Product updates | February 2026

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting
    • Faster Ticket Response with use of Snippets in comments

      Hello everyone, Responding to tickets often involves repeating the same messages, whether it is sharing updates with customers or leaving notes for internal collaboration. To make this easier and more consistent, we are allowing agents to use snippets
    • Improving Zoho Creator's email deliverability

      Hi all, We're pleased to announce updates to email handling in Zoho Creator to improve the deliverability of the emails sent from the Creator platform. These updates have been designed keeping in mind the fact that emails from domains with strong sender
    • What's New in Zoho Billing | February 2026

      February brings a powerful set of updates to Zoho Billing, from smarter subscription management and flexible payment options to better reporting and more control over your hosted pages. Here's everything that's new this February. Create Subscriptions
    • Reassign Partially Saved Entries

      Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan
    • Can we rely on order of returned ids when inserting multiple records?

      Hello! API https://www.zoho.com/crm/developer/docs/api/v8/insert-records.html does not mention that the response array will match the input array*, keeping this important information implicit and someone might have doubts to rely on it. (*the response
    • Displaying only unread tickets in ticket view

      Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
    • What is a realistic turnaround time for account review for ZeptoMail?

      On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
    • Zoho Books: tax is not automatically pulled from product-data anymore - why?

      Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,
    • Issue creating a YTD report with last years numbers

      I am looking to create a widget to compare the YTD leads we have in 2023 to the YTD leads we had in 2022. I'm having issues with the aggregate formula creation to gain access to the 2022 Leads YTD data point. Feeling like this is a common view of data
    • Brand Studio Projects in Analytics

      Hi All, Currently pulling my hair out over trying to link together some social media posts for a reporting dashboard in Analytics, so I thought I'd see if anyone on here had a solution. Our Marketing Team created a LinkedIn campaign in Zoho Brand Studio,
    • Manage Testing Process in Zoho Sprints

      Agile framework supports a robust quality assurance system that incorporates continuous testing throughout the development lifecycle of the product. The agile testing team focuses on planning the testing around the development, identifying defects early
    • Announcing the Zohotshots of the ZDC Hackathon 2025

      Hey everyone, The wait is finally over! After weeks of building, experimenting, and pushing creative boundaries, we’re excited to announce the winners of the second edition of the ZDC Hackathon. This edition brought together an incredible community of
    • ZOHO CRM Button Integration

      Hi Team, I’m currently working with Zoho CRM along with a custom application where I fetch deal details from the CRM and use them based on my requirements for each deal. Now, I want to enhance this setup. I plan to create a button on the Deal Detail page
    • Major journey crash and not loading. Zoho Marketing Automation

      Hi all. Last night (19MAR, 2026) Marketing Automation for a specific journey completely crashed, and since the crash the specific journey has failed to load at all (blank journey canvas, no journey appears, no menu accessible) but other separate journey's
    • Candidate Assessments, no workflows.

      I have an issue where I would like to trigger a workflow based on a candidate assessment being completed. Sometimes a returning candidate will complete a second assessment, on completion the status of the candidate will be updated to "Unqualified" if
    • Mail Merge in Zoho Desk

      Hello Team, Do we have an option of mail merge within Zoho Desk like we have in Zoho CRM? We have a requirement to generate some pdf file in the form of mail merge doc from the ticket.
    • Workdrive backup and default storage selection

      Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at the
    • Next Page