Zoho Sprints - Q3 updates for 2025

Zoho Sprints - Q3 updates for 2025

The updates for the third quarter of 2025 are out. A few significant features and enhancements have been rolled out to improve user experience and product capabilities.

The following are the updates:
  1. Manage tags and cluster tags
  2. Record and maintain project expenses
  3. Define budget and track its progress
  4. Define percentage completion for each status
  5. Specify work hours for assignees
  6. Use additional fields in rollup
  7. Use regex type fields in single line field
  8. Clone existing OKRs and import OKRs from external sources
  9. Sort using custom fields in global view
  10. Update text and lookup fields in global view
  11. Update user details in bulk
 

Manage tags and cluster tags

The improved custom tag management comes in a unified window, enabling you to create, apply, and manage tags efficiently. In addition to applying tags to work items, the capability is now extended to projects, releases, epics, sprints, and OKRs providing an efficient labeling system. Learn more



The introduction of cluster tags with custom tags offers an effective mechanism to manage and filter data by the scope of work. A cluster tag helps categorize tags to bring a specific set of labels under a single umbrella, making them meaningful, identifiable, and applicable as a group.

Maintain project expenses

The all new Expense module makes project expense tracking simpler. Learn more
  1. Add expenses based on the type of expense
  2. View and monitor expenses of a particular project
  3. Use the inbuilt approval mechanism to validate expense claims
  4. Create scheduled expenses for recurring expenditure
  5. Track the overall spending


This capability allows you to keep a constant watch on your project budget.

Define budget tracking for projects

Budgeting is a vital aspect in any project. An efficient budget plan and allocation has great influence on the success of the project. Zoho Sprints has implemented budget settings to define the rates and billing for a project based on specifications like work hours and users involved. Learn more



The key characteristics of budget determination like Budgeted cost of Work Performed, Budgeted Cost of Work Scheduled (BCWS), Actual Cost of Work Performed (ACWP), Forecasted Cost, Cost Variance, etc help quantify probable cost for specific time taken, forecast cost at the time of completion, and assess the budget status based on the progress of work.

The various charts in the dashboard enable constant monitoring of the progress of the budget alongside project progress. Comparing the planned budget against the actual budget through the course of the project allows you to predict the upcoming expenses and make decisions that help you prevent overshooting the budget allocated for that project.

Track completion percentage

Define the completion percentage benchmarks for each status of the work items. This provides a quick visual indication of the progress of the work item in a particular status. So the completion percentage is reflected based on the status of the work item, enabling you to assess the progress of work items and plan accordingly. Learn more

Define work hours

Setting work hours can now be applied on multiple levels. Set stipulated work hours for your users. This setting can now be defined on workspace, project, and item levels. Defining the work hours for users on these varied levels allow you to intricately plan and design your human resource and time allocation. Learn more

Support for regex in single line fields

Regex type data is now supported in single line custom field in layouts. Create a single line field and set a criteria for the data to be entered as a regex in the Regex Type field. Learn more

Configuring regex for your single line field provides you with an inbuilt validation system that ensures the data gathered is appropriate to the context of the field.


Clone and import OKRs

Reuse existing OKRs using the clone and import properties. Create OKR once in Zoho and clone the same to repurpose it multiple times.

You can also import OKRs that you've maintained in external files into Zoho Sprints and easily track and monitor their progress. Import your objectives and key results into your workspace from XLS, CSV, or JSON files, and map the file fields with the respective Zoho Sprints fields to transform the data. Learn more

Expand rollup functionality

With the inclusion of integer, decimal, percentage, and currency fields in addition to the existing fields, you can expand the scope of rollup capability. This widens the overall performance of rollup field, providing you with solutions to various requirements that arise in your project. Learn more

Global view enhancements

The global view is now equipped with the following abilities:
  1. Sort using custom fields: You can now use custom fields to sort work items in ascending or descending order, providing more options to sort and view data.
  2. Update data in text and lookup fields: You can now update the data in the text and lookup fields directly in the global view, eliminating the need to navigate to other screens. 

Update user details in bulk

Update the roles and profiles of multiple workspace users in one shot. Use multi-select on the listed workspace users and update the required fields. You can also multi-select and deactivate the users. Learn more

This quarter has delivered major features like budget management, expense tracking, and tag and cluster tag management with the intention of improving project management experience in Zoho Sprints. There are more enhancements and new features lined up for the last quarter of 2025. So stay tuned.

Thanks,
Zoho Sprints Team

    • 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

    • How can I get all conversations and comments of a Zoho Desk ticket using ZOHODESK

      Hi everyone, Currently, I am developing a Zoho Desk extension, and I am following the guide available at https://www.zoho.com/desk/extensions/guide/#ticket-object. While working with Zoho Desk, I have noticed that I can only retrieve the general information

    • AI & Zoho Recruit

      Hello, I guess we all are using AI in our personal and professional lives. Now, let's imagine. Recruitment is just a succession of stages and steps. For which step would you like to see AI implemented into Zoho Recruit ? I'll start : - Automatic translation

    • widget url 404'ing

      I'm creating a widget for the first time. When I grab the url from the base url section of the widget builder and append /widget.html it 404's Just wrote a very basic test. I have a folder structure app.zip - widget.html --js/app.js /widget.html <!DOCTYPE

    • Unable to Edit Pick-List Items in Custom Project Field(s)

      I can edit most fields normally, but if I try to edit - in any way - a Pick List field, I just get this error: To be perfectly clear, I'm trying to edit an existing Pick List field (adding or removing items), not adding a new instance. If I rename it,

    • How to display results from zoho.crm.searchRecords in message window

      Hello, I've created a custom function which is linked to a custom button which pulls a date from our contacts module and searches a date field in our quotes module and returns all records matching the date. My issue is, how to I get this to display the

    • Domain Transfer

      Hello there! I wanted to know if I can transfer my domain from Zoho to other hosting providers or use a different hosting provider instead of zoho's services.

    • Select CRM Custom Module in Zoho Creator

      I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

    • New User - Opening Stock Aging Report

      I am setting up new client and am entering Opening Stock - created items and entered quantity/price details. Now the aging report is showing all the opening stock as new. How do I enter the Purchase Dates of these items so that I get accurate Inventory

    • Bulk Receive Multiple Purchase Orders

      Is there a feature or function that will allow you to bulk receive issued purchase orders? I have about 100 that need to be received from 5 years ago.

    • Manual Invoice

      How to create a Manual invoice, I need to enter Amount directly instead of (qty*Rate). our company is a service sector

    • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

      I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?

    • Merging contacts and or accounts

      Hello, In a prior CRM we were able to merge contacts and or accounts.  We have turned on the function to stop multiple contacts with the same email, so we can prevent multiple contacts from happening, however, we now have multiple contacts that have the

    • Capture Reason for absence next to Campaign Member Status. Is there a reasonable workaround?

      I've reviewed the topics I could find to do with this but still couldn't find anything that satisfies our requirements: We would like to track a *reason* (picklist or text, doesn't matter which) why a Campaign Member (Lead or Contact associated with a

    • Zoho Learning Management System - Certificate Upload by Employees

      We are planning to enroll employees in courses which are hosted by coursera or similar sites. I want to share the links of those courses and also want employees to upload their completion certificate once they are done. Is this function possible in

    • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

    • Button or Links order

      Is there a way to re-order the buttons or links that are created?

    • 'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.

      It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all at

    • Request for Subform Support in Zoho CRM Webforms

      Hi Team, I hope you're doing well. I would like to bring to your attention that currently, Zoho CRM Webforms do not support Subforms, which limits our ability to send forms that mirror the actual structure used within Zoho CRM. This feature is extremely

    • Formatting Mailing Labels

      I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but random

    • Maxima Address on FSM Customer

      Im trying to add probably 50 customers from one company but couldn't make it since it has limit..how do i add the limit?

    • How to Track Inventory Usage from Zoho FSM to Zoho Inventory?

      Hi everyone, We’re currently working on integrating Zoho FSM with Zoho Inventory, and we’ve encountered a challenge we’re hoping the community can help us understand better. Here’s the context: When we create a Work Order in Zoho FSM that involves parts

    • View subform entries without viewing a record in Zoho CRM | Kiosk Studio Session #8

      In a nutshell Have you ever wanted to take a quick peek at a record's subform? Examples might be invoiced items in an invoice, ordered items in a sales order, or purchased items in a purchase order. Let's say you're viewing your list of invoices in Zoho

    • Transforma tu Inventario: Control Inteligente y Funciones Clave en Zoho Inventory (Spanish Webinar)

      ¿Tu empresa necesita mayor trazabilidad y control en almacenes? Conoce cómo gestionar tu inventario con eficiencia y automatización... ¡y descubre las sorpresas que trae Zoho Analytics! Participa en nuestro webinar gratuito en español, este 19 de agosto

    • Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch

      Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data and

    • Mails are not being sent from custom Deluge function

      We are having troubles to implement sending Invoices / Sales_Orders etc. automatically using following deluge script: attachment_template_id = "aaaa"; record_id = "bbbb"; mail_template_id = "cccc"; //NEW aproach fileUrl = "https://www.zohoapis.com/crm/v8/settings/inventory_templates/"

    • Currency transition

      We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.

    • Notes and Attachments visibility can now be restricted based on profiles

      Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can

    • Zoho webinar--hard for agencies

      So, this is just a dive into our use case, and why we've been disappointed in Zoho webinar. We are a small marketing agency, and we wanted to add webinars to the services we provide, as many of our clients want to learn to use them as part of their content

    • Celebrating Raksha Bandhan with Zoho Desk: A Bond of Trust, Protection, and Service

      Raksha Bandhan, celebrated across India, symbolizes the sacred bond of protection and affection between siblings. “Raksha” means protection, “Bandhan” means bond or knot: together, it represents a knot of care and security. On this occasion, we'd like

    • Banking > Import statements with a csv file

      Good morning, I am regularly using the "import statement" option to match my transactions. I've been using csv files produced by my bank online and was able to import my transactions. Until now. Thank you for your help for fixing this ! Alex.

    • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

      Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

    • Has anyone successfully added Microsoft Graph API Oauth2 as a connection?

      I'm having trouble getting Microsoft Graph API created as a connection in zoho crm. Has anyone successfully added Microsoft Graph API Oauth2 as a connection? My issue is not necessarily on the Zoho side, but understanding how to set up the Microsoft side

    • Syncing Timesheets between Projects and Desk

      All users able to see their own timelog entries from all apps in one place, synced immediately. All managers able to view total/all time entries from one place. This is something that has come up for us and multiple clients. Example: we have a client

    • Spell Check default language

      Hello All, Is it possible to set the Spell Check default language? I can't find it in the settings. Thanks a lot! Levente

    • Zoho Backstage 3.0 - Boostez vos événements avec des outils malins

      Zoho Backstage vous accompagne dans l’organisation d’événements réussis, avec des outils qui simplifient la planification, optimisent l’exécution et renforcent la connexion avec votre public. La version 2.0 a apporté une nouvelle interface, plus de flexibilité

    • Portal user activity reporting

      Aside from the metrics section in the admin dashboard, is there a way to view/create reports for portal user activity? Im looking for a more granular option to see exactly what users are utilizing the portal. Thanks!

    • Automation #11 - Auto Update Custom Fields with Values from Emails

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

    • Admins to set Agents Picture

      Admins should not have to rely on agents to set a nice profile picture for them. Admins get the headshot pictures from HR and should be able to upload and set their picture, not rely on them to: 1) upload a picture at all 2) upload a good picture 3) upload

    • Time Tracking Reporting and Billing

      I wish for the time tracking module to be enhanced further. Currently it is independent of Support Plans and Contracts. Support Plans and Contracts are also mostly separate. We need a better dashboard of this with the ability to natively mark billed or

    • Enhanced Email Signature Folding

      We have departmental signatures setup which are great, however, when viewing ticket details, it gets very overwhelming when scrolling though threads and conversations where you scroll past ten different signatures of your own team, then ten signatures

    • Next Page