We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus, a hybrid project management platform. Thanks to you, our amazing customers, our journey just keeps getting better!
Moments from our 19th year celebration
With that, we are bringing you the recent advancements in our PM suite of tools--Zoho Projects, Zoho Sprints, Zoho BugTracker, and Zoho Projects Plus. Let’s go!
Did You Know (DYK) series
We are excited to share that we’ve started a DYK series in Zoho Projects Community that aims to familiarize users with the detailed functionality of certain powerful features or enhancements in Zoho Projects.
Zoho User Group Meetups in Middle East and Asia
We are discussing ‘The essential pillars of effective project management’ at our upcoming user group meet-ups. Check out our complete agenda and book your slots here:
Looking forward to meet you all!
PM Spotlight
Are you facing challenges in tacking the business hours of your global workforce working across geographical timelines with different holiday schedules?
Zoho Projects has got you covered with user-based business calendar to set different business hour schedules for people working across geographies, associate users with them, and manage holidays using holiday lists.
Read More
Key releases
Zoho Projects has introduced some user-centric and customizable features like:
- Layout Rules for Issues: Users can now change the property of issue fields based on matching conditions or view specific field values based on the value selected in another field configured in the issue layout.
- Timesheets are now Time Logs: We've renamed Timesheets to Time Logs for easier comprehension of the individual time logs submitted by users for approval.
Zoho Sprints has rolled out a couple of extensions and other features like:
- Xero Integration: Sync your project log hours with Xero and create invoices for work items, timesheets, or projects.
- Share Work Items: You can now share work items across different projects or with users outside your project.
- Estimation Planner extension: This extension allows assignees to vote on estimation points for each work item and automatically updates the final estimation point based on the Estimation Factor defined by the sprint owner.
- Set Budget for Projects: Monitor your project’s expenses and compare them against the planned budget using the budget dashboard.
Productivity Tips
We post periodic tips and tricks to efficiently use our features. Here's a compilation of the latest tips:
Solution Corner
Our solution expert team creates custom functions on demand to meet your unique requirements. This time, we received a lot of requests based on internal integrations with Zoho CRM, Zoho Books, and Zoho Cliq. Here’s the complete list:
Auto-update deal status in Zoho CRM upon project completion
A power user of Zoho CRM and Zoho Projects has been creating projects in Zoho Projects from the Deals module in Zoho CRM. Now, they require the deal status to be updated as ‘Closed Won’ in Zoho CRM, when the project is completed in Zoho Projects. We suggested Task Custom Functions along with Project Workflow Rules to achieve this. Check out this
post for the script.
Auto-populate integration field in projects with Zoho CRM data
One of our customers has been creating projects from the Accounts module in Zoho CRM where the associated account is automatically added as the client company in Zoho Projects. They require to display the Account information within an integration field in the Projects List View. Here’s the
custom function we created for this requirement.
Broadcast the daily time log summary to Zoho Cliq
We received an interesting requirement to calculate the total time logs added by each developer and deliver them as a message in a specific Zoho Cliq channel, along with the developer's name and email address. If you have a similar requirement, check out this
script.
Merge, edit, and share Zoho Writer documents from Zoho Projects
We got this unique requirement from one of our customers: Obtain data from Zoho Projects and fill them into a predefined template in Zoho Writer. Now, generate this as a fillable document and share the document link with a designated user, either specified within Zoho Writer or Zoho Projects. Also, allow the unfilled fields to be completed by the recipient.
If you have a similar requirement, refer to the custom function code in this
post.
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 we will reach out to you!
We hope all our 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.
Cheers,
Zoho Projects Suite
Recent Topics
Disable fields in During action in Blueprint?
Hi there. I've tried field disable (setReadOnly(true)) using client script and the event is onMandatoryFormLoad on detail page, assuming it'll work on blueprint fields, but it bears no result. Is this the expected behaviour? That we can't do this yet?
Allow Attaching Quartz Recordings to Existing Zoho Support Tickets
Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:
From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
FSM - Timesheet entires for Internal Work
Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.
Develop and publish a Zoho Recruit extension on the marketplace
Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
Best Email Backup Wizard in 2026
While searching for an email backup solution, my main hesitation was reliability. As a user, I had already seen many tools that looked promising but failed when handling large mailboxes, skipped folders, or caused authentication issues during the backup
Adding a threshold to a line chart based on date range
I have a line chart that is tracking a percentage over time. It also has a filter for 50 different clients. I would like to create a threshold that is based on a portion of the date range. As I understand it, this would be done by adding a column to the
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),
Workflow Down/Bug
We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,
Subforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
Allow Managers to Create Shifts for Their Departments in Zoho People
Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding shift management permissions in Zoho People.
Zoho Learn and Zoho CRM integration
I would like to see an integration between Zoho Learn and Zoho CRM. 1. To be able to add articles in a related list in all modules 2. Zia to suggest related articles in a Deal or Case or Lead 3. Ability to read / search articles during a call / follow
Maintain steady traffic to your domain: How Domain Aliasing helps
Consider this scenario: An organization has its primary domain as administrator.com. Now it wants to shorten its domain to admin.com because it's simpler and easier to remember. However, changing the domain completely can cause the following problems:
Why Sharing Rules do Not support relative date comparison???
I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static
How do I migrate OLM file to Gmail?
Migrating emails from Outlook for Mac to Gmail can be challenging because Gmail does not support OLM files directly. This limitation often causes confusion and delays, especially when users need quick access to important emails and mailbox data on a web-based
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
IF Statement in Zoho CRM Formula Field
Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination
CRM Percent custom fields: When will it show the % symbol and behave like %?
1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data
Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures
Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join
New in CRM: Dynamic filters for lookup fields
Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form
Zoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
Automatically CC an address using Zoho CRM Email Templates
Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our
Editing the Ticket Properties column
This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
Zoho Bookings and Survey Integration through Flow
I am trying to set up flows where once an appointment is marked as completed in Zoho Bookings, the applicable survey form would be sent to the customer. Problem is, I cannot customise flows wherein if Consultation A is completed, Survey Form A would be
"Total Hours" on Employee Attendance Report
I'm learning that in Zoho jargon, "total hours" does not include paid breaks. Or at least not the way that my setup is working. That seems a little weird to me, since most jurisdictions in the US don't differentiate between time spent on paid break and
Bulk upload image option in Zoho Commerce
I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter
Integration with...
Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more
Image field in custom module
Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy
Repeat Column merge in ZOHO writer columns doesn't allow to set max columns per row
I'm using ZOHO writer to merge data from a ZOHO CRM subform and I want it to make a table. We're using Insert Table for Column Repeat, because this is what we need. (Name of column (Teamname) and underneath that a list of names of teammembers). It works
Generate leads from instagram
hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
Adding Markdown text using Zoho Desk API into the Knowledge Base
Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
Create case via email
Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email. I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff
Need a Universal Search Option in Zohobooks
Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks
Custom Sorting based on other columns in table
I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text
Locked Notebook
Hi, I hadn't used my Notebook in some time and was refamiliarizing myself with it. I clicked a lock icon and now I can't unlock. When I hit the information or unlock icons I'm taken to a page with the notebook icon and a keyboard. When I type, nothing
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
Unable to produce monthly P&L reports for previous years
My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create
Hide fields only for creation
Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know
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 willing to learn to code a button, but I am highly confused about it and thus worried it would be beyond me. I've looked at a lot of the developer documents and I'm not able to make a lot of sense of them. Thank you in advance to anyone who knows the
Issues with Zoho Sheet in Mac
I have downloaded the Zoho App from App Store but It is failing to Save As, Open & Download Operations. App Store
Next Page