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

    • Recent Topics

    • Logged out

      Hi, just been working on a sheet when a pop up box appeared telling me I'm going to be logged out in x number of seconds and if I reload I may lose any edits, or words to that effect. It did indeed log me out and I did indeed lose my last edits. Any idea

    • Issue updating Multi-Select Picklist via API (saves as string instead of checking boxes)

      Hi everyone, I'm hoping someone can point out what I'm doing wrong here. I'm stuck trying to update a custom multi-select field via the Desk API and it's driving me a bit crazy. I have a multi-select picklist called "Buy years" with options like 2023,

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • Page variable not receiving URL parameter in Creator 6 HTML snippet Deluge — Canada DC

      I have a Creator 6 app on Canada DC. I'm trying to pass a URL parameter to an HTML snippet page via Deluge but the variable always returns empty. Setup: Page: MYC_Meeting_Tool Page variable declared: submission_id, type Text Page Script tab contains:

    • Zoho Campaigns API endpoint for contact details

      there is some REST API support for Zoho Campaigns, however, I am not able to find an endpoint for "get contact details".  in particular, I'd like to access contact's subscription status and also their topic. ideally there is all profile available including

    • Migrating Documentation from Notion to Zoho Help Centre

      Hi there, We have a large chunk of documentation that currently sits on Notion. However, we are eager to move this into our Zoho Help Centre/Knowledge Base. What is the most efficient way of achieving this?

    • Can't add attachment on email template

      The attachment does show up. This is my template. Hi ${Cases.Assigned Programmers}, Please be reminded about the following task that has been assigned to you. Subject : ${Cases.Subject} Description : ${Cases.Description} Ticket # : ${Cases.Request Id}

    • Edit a previous reconciliation

      I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

    • Custom CSS for Zoho CRM Team Bookings embeded widget

      Hello, we are adding Zoho CRM Team Bookings (crm.zoho.com) in our public website. We know that we can change Theme Color, Font Color and Background Color: Zoho CRM Booking Styling But is it possible to change other CSS attributes e.g. Font Family, like

    • Standard practice rerun updated deluge function over existing recordes

      Hi folks, we have a function which is triggered via webhook from a third-party solution which then calls another api with a contact-id and gets a json payload back and then parses that data to custom fields in our CRM to the record id. As requirements

    • Specifying time increments on a Date/Time field

      Hi all, Im using a Date/Time field in my CRM module. At the moment the increments are 30 minutes. How can I change these to be 15 minutes? Thanks

    • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

      Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

    • 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?

    • Maximum limit of bank accounts

      I'm currently setting up Zoho Books in order to migrate at the start of our next financial year (April) and while adding bank accounts I've tried to add a second account from the same bank and receive an error about the maximum limit of bank accounts.

    • Account and Email and Password

      I'm signing up as a Partner so I can move my website clients across to a separate email server from their current cPanel one.. So I have a Zoho account and then I moved one of my emails across to that account to test the import process... So the question

    • Zoho Sprints iOS and Android app update: Global view. Screen capture control, file encryption, tags enhancement(iOS)

      Hello everyone! We are excited to introduce new features in the latest version(v2.1) of the Zoho Sprints iOS app update. Let’s take a quick look at what’s new. 1. Global view Global view brings all your project items into one centralised space. You can

    • Creating Restaurant Inventory Management on Zoho

      Hi,  We run a small cloud kitchen and are interested to use Zoho for Inventory and Composite Item tracking for our food served and supplied procured to make food items.  Our model is basically like subway where the customer can choose breads, veggies,

    • Price Managment

      I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just

    • How do I create an update to the Cost Price from landed costs?

      Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product

    • only 100 entry download entries in Zoho Form

      Is there a way to download more than 100 entries in a form at a time? It is capped (unless I am not doing the export correctly). This is very frustrating as I want to make sure I don't miss a record when downloading data. Thanks!

    • Zoho FSM Premium Edition is Here

      As your field service operations grow, so do the complexities — managing large distributed teams, keeping sensitive data secure, generating the right reports at the right time, and ensuring every technician dispatched is the right fit for the job. The

    • Seeking a WhatsApp Business App (not API) Zoho CRM integration

      We have a business need to integrated WhatsApp Business App (not API) into Zoho CRM to centrally manage communications between our Sales team and Leads & Contact. Is there a reputable integration available for this scenario of ours? Core features we would

    • Zoho Recruit mailserver get blocked by Microsoft!

      Hi, We have experienced this issue twice now, where Zoho Recruit outbound IP addresses are being blocked by Microsoft. We are confident that Microsoft is the blocking party, as all outbound emails to candidates with @hotmail.com, @live.com, and @outlook.com

    • Auto-sync field of lookup value

      This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

    • How are other Books users integrating crypto and digital assets into Books?

      If my company owns some digital assets I would want those to exist in Books as assets, and also be able to change the value as needed when generating reports. My company would also be receiving payment in cryptocurrencies and may sell at the time of payment

    • Lets Talk Recruit: Key takeaways from our India community meetups

      Welcome back to Let's Talk Recruit — the series where we bring you real stories, product insights, and community highlights from the world of recruitment. Our last post covered how Resume Harvester can take the follow-up out of hiring. This edition is

    • Approval Workflow for Purchase Orders Abrir

      The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can

    • Unable to create new finance account in Zoho Books Android app due to missing account number field.

      Free plan I have enabled a setting via the website requiring unique account codes to be specified for all accounts. When using the android app, go to expenses, new expense, select account, new account. Promoted to enter the Account name and description.

    • How to Fetch data from Sales Order and Insert into Purchase Order with Deluge

      Hello, I am wanting to write a Deluge script that would take the shipping address on a Sales Order and upon conversion to a Sales Order automatically insert it into that corresponding PO. I am new to Deluge but understand that it has great capabilities.

    • Google Drive shared folder

      My deluge script has stopped working, no longer collecting files from Google Drive - have these connections finally been deprecated ?? They seem to be active but errors occur when updating them ?

    • Zoho Desk: Mobile Updates | Q1 2026

      Hello everyone, Greetings! As we gear up for the end of Q1, we are excited to share a quick journey into all that released in the first quarter of 2026. We have brought in a few enhancements in the mobile apps that improve overall user experience and

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Additional Address - Company Name

      It would be very helpful to have a "Company Name" field in the Additional Address shipping section.  In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • Zoho Payroll's Kuwait, Oman, Qatar, Bahrain and Canada edition is available in Zoho One

      Great news for Zoho One users! Zoho Payroll has expanded to five new regions: Kuwait, Oman, Qatar, Bahrain, and Canada. And the best part? These new editions are fully integrated with Zoho One, just like our existing editions in India, the UAE, Saudi

    • Does Zoho Creator support multilingual translation for user-entered data?

      I understand that Zoho Creator provides localization support for UI elements such as field labels and static text. I would like to know: Does Zoho Creator support automatic translation of user-entered data (for example, form inputs or stored records)

    • Upload field on tasks module

      Hello, Why I cannot add an upload field to a Task? Or maybe when creating the task make attachements visible, so you can add an attachement while creating the task? Looking forward to your response!

    • WhatsApp phone number migration

      Hi @Gowri V and @Pheranda Nongpiur, Thanks for implementing the promised enhancements to the integration between Zoho CRM and WhatsApp. The previous discussion has been locked, so I'm opening this new one. I am copying below a specific

    • How to let club members update their own profile data

      Our club has about 200 members. We keep names, addresses, phones, emails, payment records, etc. for each, recently migrated to Creator. Once a year I send email to each member to confirm or correct their info on file with us, as well as ask for payment

    • Document retention in Zoho Sign

      Document management doesn’t end at signing. It extends to how long you retain agreements—and how securely you dispose of them. With the document retention option in Zoho Sign, you can define structured, policy-driven timelines for managing completed documents.

    • Next Page