Add org-specific data with Custom modules | Announcement | Zoho Sprints Help

Add org-specific data with Custom modules | Announcement | Zoho Sprints Help

Zoho Sprints offers a wide range of default modules designed to support agile project management. However, some projects or organizations may require additional modules to store project-specific or organization-specific data.

To address this, Zoho Sprints now allows workspace owners, admins, and users (with the required permission) to create Custom Modules within the workspace. A custom module can be created either as a Global module or a Project module.
  1. Global modules are common modules that can be accessed at workspace level.
  2. Project modules are project specific that can be accessed within the associated projects.
This makes it easier to manage additional data within Zoho Sprints without depending on external applications.

Set permissions for Custom Modules

You can set permission to access Custom Modules at entity and field levels. To set permissions,
  1. Navigate to Settings in Zoho Sprints.
  2. Select Modules under Customization.
  3. Select Custom Modules.
  4. List of existing modules will show up.
  5. Select Global or Project Module.
    List of existing modules will show up.
  6. Hover over the module name and select Set Permission.
  7. In the permissions page, select the Profile under the Profile Name field.
  8. Select Entity Level Permission or Field Level Permission.
  9. Make the required changes.
  10. Click Update.

Create custom modules using AI

Create a custom module quickly using AI. Enter the module name and its description, and AI will generate custom fields based on the description. You can then choose the required fields and add them to your layout, making the process faster and easier.

Create Custom Modules in Zoho Sprints

  1. Navigate to Settings in Zoho Sprints.
  2. Select Modules under Customization.
  3. Click the dropdown beside Create at the top right corner.
  4. Select Module.
  5. Enter the Module Name and Record Name. 
    (Record name is how each entry should be called in the custom module).
  6. Enter the module description.
  7. Select if the module should be Project module or Global module.
  8. Click Create.
  9. This will take you to the Create Layout page where you can manually add your required fields. (or)
  10. Click Create with AI.
  11. This will take you to the Create Layout page where AI suggested fields will be available.
  12. Select the required fields.
  13. Click Save or Save and Associate.
  14. Click Save and Publish or Save Layout.
Once the custom module is published, you can access them from within Projects if it is a project module or from within the Global module section if it is a workspace level module.



If you have existing data, you can import them into the custom module and get started swiftly.

You can also tailor the custom module to suit your workflow using automations (layout rules, custom functions and webhooks) as well.

Know more about Custom Modules.

If you find this feature useful, please share your feedback in the comments section. If you have any questions, write to us at support@zohosprints.com.

Regards,
Zoho Sprints Team