Spotlight #1 - Linking work items

Spotlight #1 - Linking work items



Hello everyone, 
  
We are excited to launch our spotlight series. Well, before we get into the topic, I wish to give a short brief on the focus line of this series. 

Spotlight     

Spotlight carries a monthly update on a specific feature in Zoho Sprints. I will walk you through an in-depth analysis of a particular feature with an use case. At the end of each session, you can comment your queries or suggestions. 

We recently launched a feature and I hope you would have seen a new section under 
Settings ---> Manage Work Items ---> Link Work Items

Today, we will be discussing on Work Item Linking.  
 
Prerequisites
  • Ensure whether you are either on the premium or enterprise plan to access this feature. 
  • Only the team owner and admin can create link types. 
Working with default link types
 
Link defines a connection between two relevant work items. Relevance can be related to different types and we call them the Link Types. Zoho Sprints comes up with six default link types.
 
A link type is composed of Link Name and Back Link Name
  • A link name is the direct linking that you define between two work items. 
  • A back link name is the reverse linking that is set for two work items.  
Case 1:  Let us take a simple scenario where there are four work items in the backlog. The user wants to create a link between the work items. 
  • Item A:  Create the task form 
  • Item B:  Character limit exceeds for the task name
  • Item C:  Generate task reports
  • Item D:   Resource utilization chart 
User sets the following link types for the above work items:
  • Depends on: Use the "depends on" link type when either of the work item depends on the other. Here, Item C depends on Item A. Only after the user creates a task form they can view the task report.   
  • Has bug: Use the "has bug" link type only for linking bugs. Item B is a bug of Item A. While testing the task form the user finds that the predefined character value exceeds the allowed limit. 
  • Impacts: Use the "impacts" link type when either of the items affects or influences the other. In the above case, Item A impacts Item D. For example, based on the load of the user you can create and assign tasks to them. The resource utilization chart looks balanced if the tasks are assigned equally.  
You can assign similar link types to the relevant work items in your project.
 

 
Working with custom link types
 
If the default link types are not what you are looking for, to link work items, you can create your own link types. Learn more on how to create custom link types. 
 
Case 2:  Becky has used up all the default link types and now she has a different use case. There are three prioritized work items that blocks a work item.
  • Item A: Process invoice to workers
  • Item B:  Time logs of the workers are missing in the back end 
  • Item C: Hours logged via mobile are not saved
Becky cannot process the invoice for her workers as there's a problem in the timesheet module. This blocks her from generating invoice. 

She can create a new link type. Here the Link name is ' Blocks'  and the Back Link Name is ' Is blocked by'. While linking Item A , you can select the back link as 'Is blocked by' and choose Item B and Item C . Since these two items blocks the invoice process. 

Did you know?
  •  We don't restrict users to reopen or close the dependent items before reopening or closing the main work item. You can individually modify the status of the items linked to the 'Depends on' link type.  

  •  You can delink the work items anytime and link them back.
  •  We support linking of work items across projects and sprints. 
Do you have work items that can be interlinked? Use the default link types or create new link types as per your business requirements. If you have any queries or suggestions comment below. 
 
Watch this space for the next spotlight. 
 
Happy sprinting!
Monica. R 


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Ask the experts - Live Q and A on the latest releases from Jan-Apr 2019

            Hello all,   We are excited to kick-start the 'Ask the experts' community series for Zoho Sprints. This series is user-centric and we will focus more on the latest releases and queries that are frequently discussed in our customer support tickets. The first version will cover all the features released in the first quarter of 2019.    What's in the first half?   The first half of this year has been successful with some feature releases and enhancements. Take a look at the list below: Custom layouts
          • Focus Group #1 - Epics in Zoho Sprints

            Hello, everyone! As a part of our community learning series, we kick-start "Focus Groups" where you'll get a chance to have a look at a feature that's in its beta phase. "Epic" has been one of the most requested features of late. So, our first focus is on epics.  Our engineering team has developed a module for Epic in Zoho Sprints and the feature is in its testing phase now. We've planned to show a small demo to the folks who register with us through this post. You can also evaluate this feature

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

                                    Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by
                                  • How do I create an update to the Cost Price from landed costs?

                                    Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product
                                  • Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

                                    Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services
                                  • VoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria

                                    VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute Expanded
                                  • How do I bulk archive my projects in ZOHO projects

                                    Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil
                                  • Passing the CRM

                                    Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                  • Can I add Conditional merge tags on my Templates?

                                    Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
                                  • Zoho Browser??

                                    hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  
                                  • Let’s Talk Recruit: LinkedIn Cheatsheet

                                    Welcome to the first edition of Let’s Talk Recruit for 2026. We are kicking off the year by revisiting one of the most asked about topics in Zoho Recruit. How our LinkedIn integrations actually work and how recruiters can get the most value from them.
                                  • Zoho Forms API

                                    Is there any way to get all form entry list using API? Looking forward to hear from you
                                  • Ability to Set Client Name During Portal Invitation

                                    Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating
                                  • Move email between inboxes?

                                    Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this
                                  • PDF Attachment Option for Service Reports

                                    Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments
                                  • 【Zoho CRM】データ一覧画面でのメモのバッジ機能リリースのお知らせ

                                    ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。2026年度もゾーホーユーザーコミュニティをどうぞよろしくお願いいたします! 今回は「Zoho CRM アップデート情報」の中から、新機能のデータ一覧画面でのメモのバッジ機能をご紹介します。 目次 概要 メモのバッジ機能について メモの作成について メモに関する様々な処理について 最近追加したメモについて メモのバッジの非表示について クライアントスクリプトの対応 概要  メモのバッジ機能について 既存の活動バッジに加えて、すべてのタブのデータ一覧表示画面に、各データごとに利用できる「メモのバッジ」(キャプチャ内の赤枠部分)が新たに導入されました。
                                  • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                    so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
                                  • Can’t find fsm in zoho one

                                    Every other app is available to me in Zoho one except fsm
                                  • Posibility to add Emoticons on the Email Subject of Templates

                                    Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
                                  • Task Deletion Restriction & Strict Stage Control

                                    Hello Zoho Community, We have the following two issues currently pending and under testing, for which we require a workable and reliable solution: 1. Task Deletion Restriction We are testing ways to ensure that staff users are not able to delete tasks
                                  • Unable to mass update a picklist field

                                    Hello, I have the records within our Accounts module divided between two account types: Parent Accounts & Member Accounts. I am attempting to mass update accounts from one picklist value to the other (within other specific criteria in our custom fields)
                                  • Process checklist in CRM

                                    Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't
                                  • CRM project association via deluge

                                    I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate
                                  • Holidays - Cannot Enter Two Holidays on Same Day

                                    I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time
                                  • Where is the settings option in zoho writer?

                                    hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
                                  • File emails in Shared email folder

                                    Hi, I am unable to allow users to collaborate in Shared email folders: User 1 shares a folder let's say "SharedTopic" with full permissions Users 2 and 3 can see this folder but are unable to add emails to this folder or search in this folder. For example,
                                  • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                    Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks
                                  • How to manage task lists in Zoho Desk?

                                    Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.
                                  • Convert Lead Automation Trigger

                                    Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetched
                                  • User

                                    If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?
                                  • Adding a new section to the related details sidebar when creating a new ticket.

                                    Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring
                                  • 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
                                  • One Contact with Multiple Accounts with Portal enabled

                                    I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
                                  • Is Zoho Shifts included in the Zoho One plan?

                                    In case the answer is no: there's any plan to make it available via One? Thank you
                                  • Zoho Tracking Image location

                                    So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section.  But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open.  Looking at other
                                  • Creating an invoice to be paid in two installments?

                                    Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their
                                  • Zoho Tables is now live in Australia & New Zealand!

                                    Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables
                                  • Delivery and handling of documents e-stamped using Zoho Sign

                                    Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these
                                  • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

                                    We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update
                                  • Sortie de Zoho TABLE ??

                                    Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??
                                  • Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

                                    We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates
                                  • Drop Down Value

                                    Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.
                                  • Next Page