Tips and Tricks #44: Instantly add project reports to your slides with the Zoho Sprints add-on for Show

Hi Everyone!   

Assume you are delivering a presentation about an ongoing or recent project to your managers. Your team is working on this project using agile methodology, and you want to include a few data graphics to help your managers track team performance and project progress. This can be done easily using the Zoho Sprints add-on for Show.

 

Using the Sprints add-on, you can add charts displaying data from a specific sprint, project, epic, or release, helping you present project updates to your managers in a meaningful and actionable manner.    

 

You can use the Sprints add-on to generate reports from within Show without having to navigate to the project management tool to download reports. All you have to do is install Zoho Sprints from Add-On Store and select your team from the drop-down menu. The add-on will load a set of visual elements called Sprints Cards with real-time indicators, which denote project progress on the slide.   

 

You can pick a Card from the Sprints, Projects, Epic, Users, or Release section, click Choose Card to provide the required details, and then click Create to generate a report.        

You can also sync all your data in real time on your slide, eliminating the need to change the details manually.    

Insert Cards to illustrate a specific phase of your project 

If you want to generate a report about the work items created in a particular phase of your project, you can use the Sprints Details Card to show details like overall project progress and number of work items completed so far.   

 

You can use the Sprint Work Items Card when you want to show the different work items created along with their status in a period.     

 

Note: Using the Select Chart option, you can include charts showing details like overall progress, work item count, and top users in the report.

  

Include Projects Cards to reinforce team objectives

The Projects Details Card is a great option when you want to generate a detailed report about a specific project. Add this to your slide to display details like project owner, duration, description, overall completion rate, backlog items, and number of engaged users.

 

Use the All Work Items Card when you want to create a detailed report about the different work items, estimation points, project status, and time frames for a particular View type.    

 

Note: The Select View type drop-down lists two options: Team View and My View. Select Team View when you want to display all the work items assigned to your team. Pick the My View option when you want to show all the work items assigned to you.   

 

Using the Select Chart option you can add charts showing details like overall completion, backlog items, and status productivity in the presentation.    

 

Add Epic Cards to unfold details of a large feature

For example, let's say your team is working on a set of work items created under an epic that will run across multiple sprints. For this, you can use Epic Cards to generate reports for your epic.    

 

You can use the Epic Details Card when you want to display details like the time frames, estimation points, overall progress, and number of work items for that epic.  

 

The Epic List Card is an ideal choice when you want to show a list of epics that are active, completed, or suspended.   

   

Include User Cards to display the different roles and profiles 

At times, you may want to show your managers different roles and profiles created in your team for a particular period or project. For this, you can pick Users List Cards from the Users section.

 

You can choose the User Details Cards when you want to show a report about a user's performance for a particular period or project. This will display details like their project, role, profile, work item status, estimation point status, and progress meters in the presentation.

 

Note: Using the Select Chart option, you can include charts showing details like user status and progress meter in the report.

 

Include Release Cards to illustrate details of an upcoming launch   

For instance, imagine your team is coming up with the next version of the product and you want to generate a report of this launch on a slide instantly.  In such cases, you can use the Release Details Card under the Release section to display details like the overall progress, release owners, time frames, estimation points, and number of work items.

 

You can further enhance the Cards' visual elements using your Format panel in Show.

 

We hope you found this post useful! We'll be back with more interesting tips for Show.

 

You can connect with us on Facebook, Instagram, and Twitter to learn more about how Show can help improve your business communications. You may also write to us at support@zohoshow.com or comment below.

 

Happy presenting!

—the Show team   

• Topic Participants

• Sadhana S

• Sticky Posts

• Tips and Tricks #08: Lock and unlock objects in Zoho Show

  Hello everyone, Here is a tip about just one of the many interesting tools in Zoho Show.  Let's say the marketing and design teams are working together on a product launch. With multiple people working on this shared presentation, and rushing to get it

• Tip and Tricks #01: Take your text for a spin

  Hello folks, Zoho Show's all-new, clear, contextual interface was a great update to an already great product, so we thought you might appreciate some help putting it to good use.  Following this release, the Zoho Show Community is happy to launch  Tips

• Tips and Tricks #06: Animate text at the paragraph level on Zoho Show.

  Hi guys!   We're back with another Show tip! Before we jump into it, let's read through a quick scenario first.    Say you have a slide with a list of bullets and paragraph levels to present to your audience. The second it's on the screen, your audience

• Tips and Tricks #05: Add pictures as comments within a slide.

  Hello everyone,   We're back with a new Show tip.  In today's post, we'll look at a more interesting way to comment and collaborate on a slide in Zoho Show. ​ No matter where your colleagues are in the world, using comments to share opinions or give feedback is

• Tips and Tricks #07: Crop a Picture to Fit a Shape

  Hello everyone, Whether you're designing an adventurous photo collage, your company's brochure, or simply a team introduction for new hires, images always play a crucial role in making your presentation look interesting and interactive.    To help spruce

• Recent Topics

• Problem with CRM Connection not Refreshing Token

  I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

• 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

• Clone Recurring Expenses

  Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing the

• Unify Overlapping Functionalities Across Zoho Products

  Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

• Automation #7 - Auto-update Email Content to a Ticket

  This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

• Ticket to article and Ticket to template

  Hello! I would like to know if it is possible (and how) to do the following actions: 1. To generate an article from a ticket (reply + original message) 2. Easy convert an answer to an email template

• Is there API Doc for Zoho Survey?

  Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

• 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

• Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

  Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related

• WebDAV / FTP / SFTP protocols for syncing

  I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful

• Non-responsive views in Mobile Browser (iPad)

  Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating. 

• [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

  Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60

• Customizable UI components in pages | Theme builder

  Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html

• Feature Request - Set Default Values for Meetings

  Hi Zoho CRM Team, I would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags to

• How to use Rollup Summary in a Formula Field?

  I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

• Zoho Creator to Zoho CRM Images

  Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there

• CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

  Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

• Error Logs / Failure logs for Client Scripts Functions

  Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way that

• Automate pushing Zoho CRM backups into Zoho WorkDrive

  Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

• Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

  I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices

• Problem : Auto redirect from zoho flow to zoho creator

  Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

• Trouble with using Apostrophe in Name of Customers and Vendors

  We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the

• Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

  I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks

• How to use MAIL without Dashboard?

  Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.

• Peppol: Accept Bill (Belgium)

  Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was

• Zoho Books is now integrated with Zoho Checkout

  Hello everyone,   We're glad to be announcing that Zoho Books is now integrated with Zoho Checkout. With this integration, you can now handle taxes and accounting on your payment pages with ease.   An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are:   Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho Checkout

• Sync Issue

  My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan

• Add Zoho PDF to Zoho One Tool Applications

  It should be easy to add from here without the hassle of creating a web tab:

• JOB WISE INVOICE PROCESS

  I WANT TO ENABLE JOB WISE TRACKING OF ALL SALES AND PURCHASE

• PDF Template have QTY as first column

  I want to have the QTY of an item on the sales orders and invoices to be the first column, then description, then pricing. Is there a way to change the order? I went to the Items tab in settings but don't see how to change the order of the columns on

• RAG (Retrieval Augmented Generation) Type Q+A Environment with Zoho Learn

  Hi All, Given the ability of Zoho Learn to function as a knowledge base / document repository type solution and given the rapid advancements that Zoho is making with Zia LLM, agentic capabilities etc. (not to mention the rapid progress in the broader

• Welcome to the Zoho ERP Community Forum

  Hello everyone, We are thrilled to launch Zoho ERP (India edition), a software to manage your business operations from end to end. We’ve created this community forum as a space for you to ask questions, comment answers, provide feedback, and share your

• In App Auto Refresh/Update Features

  Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

• Consolidated report for multi-organisation

  I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.

• IMAP mail after specify date

  Hi My customer's mail server is on premise and mail storage is very huge. So It never finish sync. and finally stop sync. Cloud CRM have a option like zoho mail sync mail after some date.

• Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

  Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses

• Notes badge as a quick action in the list view

  Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

• Search Bar positioning

  Why is the Search bar on the far right when everything is oriented towards the left?

• Import Error: Empty values for mandatory fields - Closing Date

  Hello, I've tried multiple times to import a CVS Potential list from another Zoho account. But the error message I get is: Empty values for mandatory fields - Closing Date There are valid dates in this field, so I don't understand why this error messages

• Adding custom "lookup" fields in Zoho Customization

  How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,

• Next Page