Project Management Bulletin: March, 2026

We are passionate about equipping our users with efficient solutions that help them run their businesses successfully. Our collective efforts over the past 2 years have culminated in the launch of Sprints 3.0— built with reliable features, impactful integrations, and AI-powered automation capabilities for Agile projects. Read more about the launch.

 

Along with the grand launch, we’ve also started an exciting new series that shares ideas to maximize the benefits of Zoho Projects’ features. Here’s a detailed roundup of our new launch, upcoming meetups, and other recent updates.

 

Explore possibilities ‘Beyond Task Lists’

We’ve kick-started a new series as part of Zoho Projects’s community learning space called ‘Beyond Task Lists’. It aims to showcase the customization capabilities of Zoho Projects by providing comprehensive solutions to real-time business problems, combining multiple features of Zoho Projects.

 

Read our first post— Effective project and task customization with CodeX

Zoho User Group Meetups

We had a grand time hosting this quarter’s Zoho User Group Meetups in Singapore, Manila, Kuala Lumpur, and Australia. The central topic was ‘Building smarter business workflows with Zoho Projects and Zoho CRM’, and we received a strong turnout for our workshops as well as 1-on-1 sessions. 

 

 

Upcoming meetups in New Zealand

We have a series of meetups lined up in New Zealand. Be sure to join us!

1. Wellington ZUG Meetup on March 18, 2026
   
2. Christchurch ZUG Meetup on March 20, 2026
   

 

PM Recommendations

Phases/Milestones- the morale boosters

 

Have you ever wondered why long treks have halfway points? They serve as psychological markers to build confidence in the trekkers, encouraging them to carry on the rest of their journey. Considerate, right?

 

Phases in projects play a similar role in motivating your teams as they progress through defined milestones, focusing on smaller, manageable goals. It also helps track the project’s schedule with phased decision points.

Key Releases

As part of Zoho Sprints 3.0, we’ve launched the following features:

 

Budget and Expense management 

Deliver projects within the target budget and optimize project spending with expense tracking. You can choose specific budget types, monitor planned and threshold values to spot overspending, and also gain insights into future budgeting.

 

Test management 

Streamline quality assurance in your software development life cycle by planning test cases, managing test suites, and executing test runs right from Sprints. Test management equips QA teams with the test scenarios, execution steps, and expected results, making the process traceable and straightforward.

 

Custom Modules 

Design your organization’s unique processes using custom modules— collect necessary data, assign permissions, and setup automation flows to match your precise requirements. With custom modules, you do not have to bend your processes to align with the software, instead leverage the software to fit your goals.

 

Risk and opportunity 

Identifying risks in a project helps teams understand the potential threats and take informed decisions right from the initial stages of the project. Discovering opportunities helps improve outcomes and generate additional value to the projects. The risk and opportunity matrix classifies the level of impact on each project, prompting teams to find ways to mitigate risks and utilize opportunities to maximize the project's potential.

 

AI-powered Sprints

Explore AI-based voice to text converter, custom module builder, subitem generator, and the most sought after Zoho MCP integration with Zoho Sprints to unleash AI power.

 

Integrations

A whole new range of integrations with Zoho QEngine, JIRA, and Microsoft SharePoint ensures consistent and up-to date data flow across all applications you use.

 

Learn more about Sprints 3.0

 

A new addition to Zoho Projects Plus:

 

Organize your lists and notes with digital Notebook in Zoho Projects Plus 

We’ve introduced Notebook, a note-taking and to-do list management software, in Zoho Projects Plus, allowing you to jot down quick notes, lists, and sketches, or add audio, photo, and file notes — all seamlessly organized, collaborative, and securely synced across devices.

 

Productivity Tips

We post periodic tips and tricks to help users maximize the capabilities of our products. Here's a compilation of the latest tips:

1. User Automation: User based workflow rules & webhooks in Zoho Projects
   
2. CodeX Scripts for Enforcing Custom Project Logic in Zoho Projects
   
3. A note-taking app right inside your project management space for Zoho Projects Plus
   

Solution Corner

Our solution experts team creates custom functions on demand to meet your unique requirements. Here's a list of recent requests:

 

Auto-Notify External Users on Issue Closure

Zoho Projects allows external users to report issues to your organization via Web to Issue Form which can be embedded in webpages. Once reported, the issue gets filed and its status can be updated as it progresses.

 

One of our customers wanted to notify external issue reporters via email when the issue is closed. We implemented this with business rules and custom functions where an email with the issue details is triggered to the reporter once it is closed. Refer this post for the custom function script.

 

Auto-create Dependent Task on Status Change

We received an interesting requirement to automatically create and assign a dependent task when a task’s status is updated. We worked with the customer to create a custom function to solve their exact requirement. Explore the custom function we created 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 our team will reach out to you!

 

We hope all these 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.

 

• Topic Participants

• Saranya Baskaran Lakshmi

  

• Catherine

• Monica P

  

• 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

• Recent Topics

• CRM Quotes Client Script Update Line Item Unit Price field

  On the Edit Quote page, using a client script how do I update the Unit_Price field on a specific row in the Quoted_Items subform without corrupting the other rows Please provide a working code example for my ZDK version.

• Using Calendly and Google Calendar with Zoho CRM Calendar (Double Meeting Invites and GMT Issues)

  Can others please provide what works for their set-up between Google Calendar, Calendly, and Zoho CRM Calendar? Thank you in advance. (We don't use Zoho Calendar. Yes, their names are confusing! We use the calendar in Zoho CRM Calendar.) Our Current Set-up:

• Importing Deals with e-mails

  When I import Deals, I am unable to pick e-mail as selection for Deal Owner ID. If I pick Zoho User ID or Migration ID all the deals still are assigned to me (the user who imported the data). I have the option when assigning Account Owner ID. It looks

• 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

• Profile Page View Customization

  I need to change the fields, sections from the profile view of an emplyoyee.

• Zoho Commerce Microstore to bypass customer portal on spesific items

  Hi everyone, I’m currently testing the Microstore feature in Zoho Commerce and trying to understand how it behaves with access restrictions. My goal is the following: Even though the customer portal is enabled (and the main store requires users to sign

• Custom Fields - Conditional Visibility

  At one time, it was possible to set visibility rules for custom fields. It seems like that functionality has either been eliminated or placed somewhere not obvious to me. Has that feature been removed, or is it somewhere that is not obvious to me? The

• 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

• Multiselect lookup in subform

  It would be SO SO useful if subforms could support a multiselect look up field! Is this in the works??

• App passwords stop working

  Some of my app passwords appear to stop working after awhile. Seems to happen every 6 months or so. Just had to change one again for the second time in a year. Is this a bug or a feature? Or perhaps changes are being made on the back end on occasion that

• How to publish different instances of the same application.

  I am using Creator for my internal management my store. I am opening a new location, and I want to have a somewhat separate instance of the same app for my new store to use, since the data will all be different, and there is no need to interact between

• Zoho Analytics - Compensation Information?

  I am attempting to put together payroll reports in Zoho Analytics. However, I do not see any way to get compensation information from Zoho People to sync. Am I missing something? The use case seems like it should be obvious; it's difficult to do payroll

• ZOHO Cadence

  Can you edit when a cadence is set to enroll? For instance, I currently have it set up to enroll three days after a new record is created that fits the custom view criteria; however, I would like to change it to enroll immediately. I do not see where

• Compensation | Salary Packages - Hourly Wage Needed

  The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

• 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?

• Error when subscribing to any iCal feed in Group Calendar

  When I try to add any iCal URL via Settings → Calendar → Calendars → Group Calendars → Manage → Subscribed by Group, Zoho pops up an ‘Internal Server Error’ and nothing is added in the ‘Subscribed by Group’ list. But - the feed then appears under my personal

• 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

• Zoho CRM Copilot Connector

  Hello, Are there plans to release a connector for Zoho CRM and Copilot? I'm in the early research stages of potentially switching our CRM solution to Microsoft Dynamics because of its out of the box integration with Copilot. The advantage being that we

• Mail bounces due to bad reputation

  Good evening. I'm seeing these errors from both hotmail/outlook and yahoo, as well as hard bounce from Virgin Media and talktalk for some time now. Bounce category: Connection issues Reason: uncategorized-bounce Message: 4.7.650 The mail server [136.143.188.237]

• The in between line spacing management

  In the Microsoft Word, when we write something there is a tool from where we can manage the line spacing. Here in writer app in mobile it is by default 1.5. I request Zoho Team to give the option from where I can control Line Spacing, Remove space between

• Sort by Project Name?

  How the heck do you sort by project name in the task list views??? Seems like this should be a no-brainer?

• 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.

• Side bar menu

  It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !

• Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive

  A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,

• 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

• Deliver timely updates across your organization

  Keeping your organization informed goes beyond sending emails or sharing links. It requires ensuring that the right information reaches users at the right time, without being missed. Whether it's communicating policy changes, maintenance schedules, webinar/training

• Zoho Commerce -

  Zoho Commerce currently only allows merchants to define the United Kingdom as a single shipping zone, which creates a significant issue for businesses operating between the EU and the UK. Under the Northern Ireland Protocol, Northern Ireland follows EU

• Connecting Portals from different Zoho apps

  Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could

• 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

• Next Page