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.
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!
- Wellington ZUG Meetup on March 18, 2026
- 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:
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.
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.
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.
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
Integrations
A new addition to 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.
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.
Recent Topics
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
Introducing Contract Settings & Backdated Contracts in Zoho Contracts
We are rolling out updates that give you more control over how contracts are created and managed in Zoho Contracts. From defining default workflows with Contract Settings to aligning agreements with real timelines using Backdated Contracts, these enhancements
Celebrating our customers on International Client's Day
Hi everyone, Every customer is part of our Zoho Desk family, and we wouldn’t want to miss celebrating you on this special day. This International Client's Day, we’d like to take a moment to appreciate every customer who has helped us grow and build meaningful
Zoho Books | Product updates | February 2026
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting
Faster Ticket Response with use of Snippets in comments
Hello everyone, Responding to tickets often involves repeating the same messages, whether it is sharing updates with customers or leaving notes for internal collaboration. To make this easier and more consistent, we are allowing agents to use snippets
Improving Zoho Creator's email deliverability
Hi all, We're pleased to announce updates to email handling in Zoho Creator to improve the deliverability of the emails sent from the Creator platform. These updates have been designed keeping in mind the fact that emails from domains with strong sender
What's New in Zoho Billing | February 2026
February brings a powerful set of updates to Zoho Billing, from smarter subscription management and flexible payment options to better reporting and more control over your hosted pages. Here's everything that's new this February. Create Subscriptions
Reassign Partially Saved Entries
Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan
Can we rely on order of returned ids when inserting multiple records?
Hello! API https://www.zoho.com/crm/developer/docs/api/v8/insert-records.html does not mention that the response array will match the input array*, keeping this important information implicit and someone might have doubts to rely on it. (*the response
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
What is a realistic turnaround time for account review for ZeptoMail?
On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
Zoho Books: tax is not automatically pulled from product-data anymore - why?
Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,
Issue creating a YTD report with last years numbers
I am looking to create a widget to compare the YTD leads we have in 2023 to the YTD leads we had in 2022. I'm having issues with the aggregate formula creation to gain access to the 2022 Leads YTD data point. Feeling like this is a common view of data
Brand Studio Projects in Analytics
Hi All, Currently pulling my hair out over trying to link together some social media posts for a reporting dashboard in Analytics, so I thought I'd see if anyone on here had a solution. Our Marketing Team created a LinkedIn campaign in Zoho Brand Studio,
Manage Testing Process in Zoho Sprints
Agile framework supports a robust quality assurance system that incorporates continuous testing throughout the development lifecycle of the product. The agile testing team focuses on planning the testing around the development, identifying defects early
Announcing the Zohotshots of the ZDC Hackathon 2025
Hey everyone, The wait is finally over! After weeks of building, experimenting, and pushing creative boundaries, we’re excited to announce the winners of the second edition of the ZDC Hackathon. This edition brought together an incredible community of
ZOHO CRM Button Integration
Hi Team, I’m currently working with Zoho CRM along with a custom application where I fetch deal details from the CRM and use them based on my requirements for each deal. Now, I want to enhance this setup. I plan to create a button on the Deal Detail page
Major journey crash and not loading. Zoho Marketing Automation
Hi all. Last night (19MAR, 2026) Marketing Automation for a specific journey completely crashed, and since the crash the specific journey has failed to load at all (blank journey canvas, no journey appears, no menu accessible) but other separate journey's
Candidate Assessments, no workflows.
I have an issue where I would like to trigger a workflow based on a candidate assessment being completed. Sometimes a returning candidate will complete a second assessment, on completion the status of the candidate will be updated to "Unqualified" if
Mail Merge in Zoho Desk
Hello Team, Do we have an option of mail merge within Zoho Desk like we have in Zoho CRM? We have a requirement to generate some pdf file in the form of mail merge doc from the ticket.
Workdrive backup and default storage selection
Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at the
Zoho vault filling in a form it's not supposed to fill in
Hey there, I have a problem with ZOHO Vault autofill. In a software package, we have these options: For some reason zoho vault always replaces what's in the top option and fills a 2fa password in there, and then saves that value.. Meaning whatever was
Zoho Booking Integration with Desk
Just wanting to share something in case it helps someone else who may run into a similar use case as we did. Issue: Currently, the Zoho Booking integration with desk will drop a comment into the ticket when a customer books a time, however it won't change
Let us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat
Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.
Organization wide Account and Contacts Visibility/Sharing Capabilities?
Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to
Notification of Interaction Assignment
If a user is assigned an interaction, they should be notified via email. These are almost useless because if I assign an interaction for someone to respond to, they dont know that I assigned it to them without me telling them or them logging in and discovering
Countries List Global Set- Complete with Phone Country Code and Continent.
Dear Zoho Team I saw your recent addition to the Global Sets regarding the Countries list and states. While working on it, why didn't you also add things like Continent and Phone Country Code? Also, some ISO codes from some Countries/regions are mis
Custom Display Field for Lookup Dropdowns in Zoho CRM
Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and
Message as bot
I would like to be able to send a Cliq message truly as a bot. the current implementation of this function, while it sends the message as a bot it sends that message inside a chat from the user how authenticated the flow cliq connection instead of directly
Books <-> CRM synchronisation with custom Fields
Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync
Trouble with using Apostrophe in Name of Customers and Vendors
We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering the
Recording overpayment?
So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?
Introducing the New Zoho Assist Quick Support Plugin
We are thrilled to announce the new Zoho Assist Quick Support Plugin, the upgraded and enhanced version of the Zoho Assist Customer Plugin. This new plugin allows organizations and IT administrators to deploy it directly onto their customers’ devices,
Automate your signing workflows with Zoho Sign + n8n
Hello! We're excited to announce that Zoho Sign is now available as a community node on n8n, a popular open-source workflow automation platform used by tens of thousands of teams worldwide. n8n lets you connect apps, APIs, and services through a visual
Ask the Experts 27: Onboarding and managing support reps
Hello everyone, We are back with our Ask the Experts (ATE) series for 2026. This year, we bring experts to help you address customer support challenges using Zoho Desk. For our first ATE, we are getting into the human side of customer support. "Every
Retainer invoice in Zoho Finance modlue
Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.
Spotlight #27: Embed visual collaboration Spaces in your presentations using the Vani add-on
Hello everyone! This month’s spotlight feature is the Vani add-on for Zoho Show. Every time you pause your presentation to open another tab or pull up supporting material, you lose a bit of momentum. At Zoho Show, we design features that keep everything
CRM
Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious
Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
Next Page