Zoho Sprints - Q3 Updates for 2024

The updates for the third quarter of 2024 are out. A few new features and enhancements have been rolled out to improve user experience and product capabilities.

The following are the updates:

• Objectives and key results (OKR) measurement
• Custom rollup field for custom layout
• Release association for sprints
• Google Drive files and folders creation
• Azure DevOps project import
• Work item blocking
• Email summary
• Email alias link update
• Permission requestor
• Answer bot user assistance

Introducing objectives and key results

Objectives and key results (OKRs) is a well-established progress tracking method that is widely used in agile project management. The all-new OKR board in Zoho Sprints equips you with a well-organized goals determining system. Add objectives and key results, assign values to your key results, track the progress of your key results and objectives, and ensure your team remains target oriented. Learn more

Check out our article on the community learning series to learn how OKRs are used.

Custom rollup field

A new custom field called rollup field is added to the list of existing fields. This field enables you to automate the calculation process, eliminate manual effort, and get accurate values. The field comes with predefined rollup functions which you can select based on your requirement. Specifying this will help you automate the calculations and have the values populated. Learn more

Associate releases with sprints

Perviously, releases can be associated with work items. Now, you can directly associate releases with sprints. This, in turn, associates the releases with the items that belong to those sprints, allowing you to manage your tasks and have them delivered within the stipulated timeframe of the release. Learn more

Create Google Drive files and folders

The Google Drive extension now includes an enhancement with the capability to create new Google Drive files and folders directly from Zoho Sprints. So, you could either associate your existing files to work items or create new files and folders in your Google Drive from your work items. Additionally, you can also export work items as files directly to your Drive folders. Learn more

Import projects from Azure DevOps

You can now transfer your Azure DevOps projects to your Zoho Sprints workspace to adopt an agile scrum project management style. The import is secure and seamless, and you will be able to import all the vital modules from Azure. Learn more

Block work items

The Block Item action allows a temporary or permanent suspension of activities on a particular work item. A blocked work item disallows all the users from making any updates to the work item, providing the ability to restrain all actions pertaining to that item. None of the users can update the items until it's unblocked again. However, assignees can add comments to the work item. Learn more

Summarized emails

Your email notifications now get an additional capability to have your notifications complied into summarized emails. You can define the intervals at which you need to get notifications. The notification will provide a summarization of all the updates that took place within that timeframe. Learn more

Update email alias link

Email alias link can now be edited according to your requirement. Learn how to update the alias link.

Permission requestor option

The permission requestor option now allows users to easily raise a request to access a project, workspace, sprint, or item that they are not part of. The users are provided with the appropriate request link to send the request to the approver directly. The approver can either approve access or reject access based on the existing project requirement. Learn more

Introducing answer bot

Zoho Sprints now comes with an Answer Bot that will allow you to quickly find relevant resources related to your queries. This is an added user assistance tool for you to enter your queries and find answers before having to contact our support team. Learn more

There're more features in the line up for the upcoming quarter. So stay tuned.

Thanks,

Zoho Sprints Team

• Topic Participants

• Neethinila R

  

• Kiruthika S

  

• Sticky Posts

• New in Zoho Sprints: Release Management

  Hello all,    We are excited to launch the next big feature on our roadmap - The all-new 'Release Management'. We can hear your 'WOW' and yes we're also happy to hit our next milestone. Agile as a concept strives in delivering a qualified outcome at the end of each iteration. This process will not only help hasten your delivery but can also stand as a potential to plan your next phase accordingly. Do you think these iterations are sufficient to run your projects?    For instance, if you have a big

• Introduce automation to your iterations with Zoho Flow

  We are delighted to announce that you can now connect your favorite project management applications and automate your workflows using Zoho Flow. The great news is, you don't have to spend your time or effort in coding complex integrations. Using Zoho Flow's drag and drop builder, you can effortlessly build customized workflows with triggers and actions. What is a Trigger? A trigger is an event that kickstarts the flow. What is an Action? An action is a task that the flow executes automatically. For

• Zoho Sprints - Your team is all set to sprint ahead

  Hello there, It's been a week since we launched the Zoho's only agile project management tool - Zoho Sprints. I guess you guys are loving it! Bringing agility to your team has never been this easy because you will be able to inspect, iterate, and adapt. You have a requirement; break it down into smaller units; get the work done in parallel; receive the deliverables in shorter phases called sprints. The best part of Agile is you get a chance to quickly respond to change and not stick to a fixed plan.

• Recent Topics

• Multi-line address lines

  How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.

• Accessing Zoho Forms

  Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without

• Archiving Contacts

  How do I archive a list of contacts, or individual contacts?

• Cost of good field

  Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?

• How to add image to items list in Invoice or Estimate?

  Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because

• Issue with the Permission to Zoho Form

  I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account

• CRM templates

  Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?

• Meet Canvas' Grid component: Your easiest way to build responsive record templates

  Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.

• Pending Sales Order Reports

  Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.

• lavetisiva1997@gmail.com

  lavetisiva1997@gmail.com. OTP

• Zoho Mail SMTP IP addresses

  We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?

• Migrate Your Notes from OneNote to Zoho Notebook Today

  Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

• Zoho Campaigns - Why do contacts have owners?

  When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

• email forwarding not working

  Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!

• Google Ads Conversions Not Being Tracked in Zoho CRM

  We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but

• Enable Locations for Expense

  Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

• in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

  in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID

• Generate a link for Zoho Sign we can copy and use in a separate email

  Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

• Rate Limiting in Zoho Flow (OpenAI API)

  Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a

• Placing a condition before converting the LEAD

  Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

• it is possible to open a widget via deluge script function

  I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution

• Creator - Portal Custom Domain

  I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare

• steps and options to change Domain DNS/Nameservers settings

  Please share the options or steps to change  Domain DNS/Nameservers settings 

• Employees in Leave Policy exceptions

  In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc

• Modular Permission Levels

  We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

• Kaizen #157: Flyouts in Client Script

  Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script

• How get stock name from other column ?

  How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock

• Adding a developer for editing the client application with a single user license

  Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer

• Download an email template in html code

  Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create

• Attachment is not included in e-mails sent through Wordpress

  I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated

• Upcoming Changes to the Timesheet Module

  The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

• Best way to schedule bill payments to vendors

  I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

• Cant update image field after uploading image to ZFS

  Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make

• Billing Management: #4 Negate Risk Free with Advances

  In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last

• Is there an equivalent to the radius search in RECRUIT available in the CRM

  We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

• Zoho CRM Inventory Management

  What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?

• Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

  Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)

• Get Workflow Metadata via API

  Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

• Zoho Projects - Q2 Updates | 2025

  Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

• FSM setup

  So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.

• Next Page