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

    Nederlandse Hulpbronnen


      • Recent Topics

      • Incoming Emails Not Showing Up in Zoho Inbox

        Hi - I have my Zoho email account set up to forward a copy of all incoming emails to a secondary Gmail address, whilst retaining the original email in the Zoho inbox. However, all my incoming emails are currently not showing up in my Zoho inbox, so I'm
      • How to retrieve my following requests on this forum?

        Sorry, but I did not find the proper subforum for this question.
      • How to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?

        Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems that
      • Unable to Create Zoho Booking via the Book Appointment API

        Its giving the below error {     "response": {         "errormessage": "Error setting value for the variable:customer_details\n null",         "status": "Error"     } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken
      • SHEET - Send email when a cell changes

        I would like to create a custom function for Zoho Sheet that triggers when a paticular cell changes to a specific value. This would result in sending an email to a recipient (this would be an address that remains the same and included in the script). Example: = IF(N4= "Drafted", <>EmailFunction) 1)     Cell N4 changes to "Drafted" 2)    Email is sent to recipient            or alternatively 3)    Post to chat channel I have found the Custom function editor in Sheet. I am not bad at scripting, but
      • Apply transaction rules to multiple banks

        Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.
      • 【開催報告】 福岡 ユーザー交流会 2025/8/8(金)

        皆さま、こんにちは。コミュニティチームの中野です。 8/8(金)に、福岡 ユーザー交流会を開催しました。 本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 今年初の開催となる福岡 ユーザー交流会では、CreativeStudio樂合同会社 前田さんによるZoho CRM / Sign / Survey の事例セッションのほか、 Zoho社員セッションでは、Zoho Forms の活用法を解説。 さらに、「見込み客・顧客データの管理/活用方法」をテーマに参加者同士でZoho
      • no me llegan los correos a Zoho mail

        No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias
      • Error: Invalid login: 535 Authentication Failed

        I have used zoho with nodemailer. const transporter = nodemailer.createTransport({ host: 'smtp.zoho.com', port: 465, secure: true, auth: { user: 'example@example.com', pass: 'password' } }); While sending the mail, it shows the following error: Error:
      • Zoho Renewal

        Hello, If I am not going for zoho email renewal. will i get back my free zoho account? and if yes then is it possible to get back my all free user. how many user get back 10 or 25?
      • javax.mail.authenticationfailedexception 535 authentication failed

        Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha
      • Not reciving emails

        Apparently i cannot recive emails on my adress contact@sportperformance.ro I can send, but do not recive. The mail i'm trying to send from mybother adress gets sent and doesn't bounce back... but still doesn't get in my inbox. Please advise
      • Not receiving MailChimp verification e-mail

        It seems that their verification e-mails are blocked. I can receive their other e-mails, but not their verification of domain ownership e-mail. I've checked and double checked how I typed the e-mail, using different e-mails (my personal e-mail can receive it), white listing the domain and all that is left is for the IP's to be white listed, but I don't have that power.  If a staff member could take a look at this -> http://mailchimp.com/about/ips/ And perhaps white list them for me, that would be
      • Creating my 2nd email account

        After creating my first email address, I decided to get another email address. I would like to use this new address as the primary address too. I don't know how to set it up there doesn't seem to be an option for that
      • Cannot - create more email account - Unusual activity detected from this IP. Please try again after some time

        Hello, I come across the error message in Control Panel. Unusual activity detected from this IP. Please try again after some time and i cannot create any more users We are an IT company and we provide service for another company Please unlock us.
      • "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain"

        Good day. When I try to send mail through ZOHO mail I get the following error : "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" I need help with this. My zohomail is : @eclipseweb.site Thank you,
      • Transfert de domaine pour création des comptes emails

        Bonjour , je ne parviens point à créer des mails avec le domaine 'raeses.org' suite à la souscription du domaine auprès d'un autre hébergeur, dont j'ai fait la demande du code de transfert qui est le suivant : J2[U8-l0]p8[ En somme, attente de l'activation
      • Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

        Kindly help me resolved this issue that i am facing here.
      • How are people handling estimates with Zoho inventory?

        We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managing
      • Relative Date Searches

        Currently in the search options, it has "date", "from date" and "to date". I think it would be great if there were options like "date greater than x days ago" and "date less than x days ago". I realise that as a once off you can just use the existing
      • Performance is degrading

        We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial
      • Ask the Experts 23: Customize, utilize, and personalize with Zoho Desk

        Hello everyone! It's time for the next round of Ask the Experts (ATE). This month is all about giving Zoho Desk a complete makeover and making it truly yours. Rebrand Zoho Desk with your organization’s details, customize ticket settings based on your
      • Dear Zoho CEO: Business Growth is about how you prioritise!

        All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
      • Payroll In Canada

        Hi, When can we expect to have payroll in Canada with books 
      • Please review and re-enable outgoing emails for my domain

        Hello Zoho Support, I have recently purchased a new domain and set up email hosting with Zoho. However, my account shows "Outgoing Email Blocked". I am a genuine user and not sending bulk/spam emails. Please review and re-enable outgoing emails for my
      • Payroll without tax integrations (i.e. payroll for international)

        It seems as though Zoho waits to develop integrations with local tax authorities before offering Zoho Payroll to Zoho customers in a country. Please reconsider this approach. We are happy Zoho Books customers, but unhappy that we have to run payroll in
      • goingout e mail block

        info@ozanrade.com.tr
      • Incoming mails blocked

        Zoho User ID : 60005368884 My mail Id is marketing#axisformingtechnology.com .I am getting following message "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked." Please
      • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

        Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response
      • Configuring Email Notifications with Tautulli for Plex

        Hi I'm new to Zoho. I am from Canada and I have a I use a web based application called Tautulli for Plex that monitors my Plex media server. It also sends a newsletter to my followers. To set this up they require a "From" email address., a smtp server
      • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

        Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
      • How to Set Up Zoho Mail Without Cloudflare on My Website

        I'm having some trouble with Cloudflare here in Pakistan. I want to configure Zoho Mail for my domain, but I'm not sure how to set it up without going through Cloudflare. My website, https://getcrunchyrollapk.com/ , is currently using CF, but I'd like
      • Spam is Being Forwarded

        I am filtering a certain sender directly to the Trash folder. Those messages are still being forwarded. Is this supposed to happen?
      • IMAP Block

        My two accounts have been blocked and I am not able to unblocked them myself. Please respond to email, I am traveling and this is urgent.
      • "DKIM not configured"

        Hello. I have been attempting get the DKIM verified but Toolkit keeps sending the message that it is not configured, but both Namecheap and Zoho show it as configured properly. What am I missing?
      • Zoho mail with custom domain not receiving email

        i registered zoho mail with my own domain. I can login and access the mail app. I tried to send email from an outlook email account and an icloud email account. Both emails were not received. My plan is free. I also tried to send email from this zoho
      • Set connection link name from variable in invokeurl

        Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
      • Waterfall Chart

        Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?
      • 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
      • Issue with Importing Notes against Leads

        Hi, I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads. I have created a csv file which I am testing that contains just one record. This csv file contains the following columns: Note Id Parent Id       (I have
      • Next Page