Introducing the Zoho Projects Learning Space

Introducing the Zoho Projects Learning Space

Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace, and build confidence as you go.

As the first step in this journey, we have released our introductory course:

Zoho Projects for Beginners

This course includes short video lessons covering the core features of Zoho Projects. You can get familiar with the interface and understand essential features. It is helpful for users exploring Zoho Projects for the first time, onboarding new users, or revisiting the basics for better clarity.

You can sign up here to access this beginner course in Trainer Central.

What’s included:
  1. 6 video lessons
  2. Free access
  3. Self-paced structure
 
​

This course is just the beginning. More topics and courses will be added over time as we continue building this space.

Please comment below on which topics you would like to have the next course or video resources on. We shall evaluate and curate the courses and videos based on the number of requests and feasibility. Looking forward to supporting your learning path.


    • Sticky Posts

    • Enhanced Collaboration and Global Web Tabs

      Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped

    • Choosing the Right Automation in Zoho Projects

      In any project, different types of actions are needed at different points. Some projects require control on how tasks move, some require reacting to updates, and some require executing additional actions beyond the task. Automation in Zoho Projects is

    • Introducing Version-3 APIs - Explore New APIs & Enhancements

      New Update - The end of life timeline for V2 APIs has now been extended to 30th June, 2026 Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better.

    • CodeX Scripts for Enforcing Custom Project Logic

      Every organization has a defined way of executing projects. There are clear expectations around how tasks should move, when projects should progress, and which actions require validation. When these rules are consistently followed, projects remain structured

    • Automation Series: Auto-create Dependent Task on Status Change

      In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup using

    • Recent Topics

    • Invalid value passed for line_item_category

      duplicating a previous used invoice and trying to save it (new invoice number / po number used) I keep encountering this error when trying to save the invoice Invalid value passed for line_item_category

    • Make Task ID and Issue ID columns filterable like all other columns

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the Task ID and Issue ID columns in Zoho Projects list views. Current Limitation: As of now, in both the Tasks and Issues modules, almost every visible

    • Full Email Threading for Custom Modules

      My clients run their core business operations inside Custom Modules. They need to see their full email history directly within those records. Right now the integration is limited compared to the Deals module. Users have to jump back to the Contact record

    • Edit Active Workflows

      Workflows are great and extremely powerful, however the inability to edit active workflows makes iterating on their functionality extremely difficult. It would be great to have the ability to edit workflows even while active. When this is done, It would

    • Automation Series: Assign Subsequent Task Owner on Completion

      When a project progresses, tasks get piled up over time. As new tasks are created, tracking ownership and assigning them can become time consuming. In Zoho Projects, this can be addressed by automating task assignment using Custom Function, so that ownership

    • Multiple Pricing for single item

      We are doing billing based on batch number. We required multiple Price for an Single Item based on Batch. While billing the POS should fetch the price based on batch. Whether this could be done ?

    • Split Bills/Expsense between multiple projects and/or clients

      I need to be able to split vendor invoices/ expenses between multiple clients. Entering the bill multiple times is not only time consuming, it defeats the purpose of having a unquie identifity bill number and will allow for possible duplicated entry.  Below is an example from Quickbooks Desktop. Splitting costs over various projects is a common job costing function that I am very sad and surprised is not an option in Zoho Books. Unless I am missing it somewhere? Thanks for your help!

    • Disable - order online at zoho store

      I'm running cafe with Zoho POS. Doing good, however this enablement (Disable online order only on zakyastore.in) would enhance the business. Support asked to close -> "We can close the store from more options in the Mobile store > Overview > Store details

    • Worst product ever designed - Zoho Books.

      It is designed and conceptualised by people without any financial background. Basically bunch of software engineers who knows how to code. They dont have any idea how finance people will use this product, what are their requirements, how transactions

    • 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

    • 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

    • Last activity time is acting like last modified time

      When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like

    • Total Saving in POS Screen

      Displaying the Total Saving in POS Screen, while adding the items before before recording the payment. Customer wish to know this total savings before making the payment (i.e., before recording the payment). Currently we can able to view this total saving

    • Can I hide empty Contact fields from view?

      Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be

    • Building extensions #1: Creating, testing, and editing extensions for Zoho Sprints using Sigma Cloud Editor

      Hello all! We're delighted to announce the beginning of a new series called Building extensions for Zoho Sprints. Our primary goal for this series is to educate developers on the process of creating extensions for Zoho Sprints and guide them through the

    • How to use Picklist values language in email templates

      Hello, I'm using multi-language in Zoho CRM and I've prepared separate email templates for each language. My question: how do I make sure the picklist field values in each template are rendered in the language that matches the template itself? This is

    • Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

      We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that

    • Built-in Date Functions in Zoho Analytics Query Tables

      I have a doubt about whether Zoho Analytics Query Tables provide built-in functions for start date, end date, and the current month

    • Zoho Analytics: Clarification on Email Schedule Limits in Basic Plan

      Hi Team, I have a question regarding the email scheduling limits in the Zoho Analytics Basic Plan. The plan shows that I can create 4 email schedules. However, I understand that schedule consumption is calculated based on recipients (i.e., 1 schedule

    • Canvas and calendar

      Is it possible to have a canvas view that shows say a contacts details with the meetings calendar on the same page?

    • How to skip weekends and public holidays in a scheduled workflow using Deluge in Zoho Creator?

      Hi, I have a scheduled workflow in Zoho Creator that runs daily at a fixed time. I want it to execute only on working days skipping weekends and public holidays. Could anyone please help me with how to achieve this?

    • What's New in Zoho Inventory | January - March 2026

      Hello users, The first quarter of 2026 has been dynamic! We’ve shipped a powerful set of updates in Zoho Inventory to enhance item control, improve warehouse efficiency, expand integration and reporting capabilities. From a unified item creation experience

    • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available

    • Set Custom Icon for Custom Modules in new Zoho CRM UI

    • Standardize your booking forms with Centralized Customer Form

      We’re excited to introduce Centralized Customer Form, a new way to manage and standardize how customer information is collected across your event types. With this feature, you can define a common set of booking form fields once and apply them across your

    • Zoho Mail app update: Accessing Delegated Mailbox.

      Hello everyone! You can now access the delegated mailbox from within the iOS version of the Zoho Mail app. To access the delegated mailbox: Open the Zoho Mail app. Go on to the 'Email' module. Tap the profile picture. Choose the delegated mailbox Please

    • FSM- are we getting there

      We have now tried the FSM a couple of times. We have been defeated on the offline access. As you can imagine the enginner needs to know the customers details, the job and the equipment. This needs to be cache. Is it yet? Plus Our engineers do multiple

    • Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

      Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced

    • Ignroe_filtrers and drill through

      I have two charts, where one is connected to the other using drill-through. The issue is with the second chart (the drill-through target). It contains an aggregation formula that uses the ignore_filters function. Under normal conditions, the formula works

    • Introducing SlyteUI : From Idea to a Working Interface in Minutes

      Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • Publishing an Application with a Student Account

      Dear Zoho Creator Team, I hope this message finds you well. I would like to know if I can publish the application I built using my Zoho Creator account, which is currently a student account. If it is possible, could you please guide me on how to go about

    • Workflows being applied and the Large unwanted popup

      When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?

    • What's New in Zoho Billing | March 2026

      March is here with a fresh wave of updates to Zoho Billing. From making compliance easier, reporting more flexible, to making day-to-day workflows smoother across the board. Here's everything that's new this month. Introducing Usage-Based Billing Reports

    • Business Day Logic Update: More Accurate Scheduling for Your Workflows

      Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable

    • How to add a filter

      Hi Team, How can I set a filter like excel, instead of adding a new button.

    • A POS solution to complete the business solution for SME businesses

      For such a long time one aspect of SME business completely ignored has been a suitable POS solution native to Zoho and integrated with all the usual and necessary applications such as Inventory, Books, Commerce and CRM. The first and generally only option

    • Zoho Form not synching with Zoho CRM in CRM email template

      I have in the past successfully created an email template that has access to a Zoho Form in the url link to Forms in the email template. I am in the Contact Module of the CRM and I have created a Form for contacts and mapped the two. I am using the upsert

    • Bulk upload images and specifications to products

      Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

    • Schedule Timeout 5 minutes vs. stated 15 minutes

      I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm

    • Next Page