Project Management Bulletin: June, 2025

Project Management Bulletin: June, 2025



 
Our project management suite's representatives have been busy socializing with global customers in the USA (Zoholics) and Australia (roadshows). We also had multiple stop overs at our customer’s establishments and were glad to see the efficiency our products added to their work. Our teams have come back with all your requirements and are hard at work analyzing and implementing them into the product.
 
This edition of our project management bulletin brings you the recent developments in our suite of products, a round-up of our meetups, exciting new videos on our AI developments, and much more.
 

Project management meetups

Zoholics USA 2025

We exhibited Zoho Projects and Zoho Sprints in Zoholics USA this May, and it was an absolute hit! Multiple workshops and sessions were held to educate our users about the nuances of both products. We received a tremendous response, making this an engaging session for the participants.
 

Zoho Projects Roadshow

We conducted roadshows in Melbourne and Auckland. This was a wonderful opportunity for us to network with our customers, understand and address their pain points, and gain valuable insights into their real time requirements and how Zoho Projects can align with their objectives.

 

Idea

PM recommendations

Have you noticed how tasks end up oversized—bigger than you anticipated while planning the project?

Well, you can still break them down into subtasks in Zoho Projects and subitems in Zoho Sprints to promote better organization and management.

Featured videos on Zoho Sprints

      
 

Key releases

Here's a list of new updates from Zoho Projects and Zoho Sprints:
  • Organized Automation in Zoho Projects: All automation settings—Blueprint, Workflow Rules, Email Templates, Email Alerts, Webhooks, and Macro Rules are now grouped under Settings>Automation. This helps you find everything related to automation in one place.
  • Terminology Update in Zoho Projects: The Timesheets terminology has been updated for better understanding. Each entry is now called a time log, while a group of time logs is referred to as a timesheet.
  • Portfolio dashboard PDF Export in Zoho Projects: Users can now export their project's portfolio dashboard in PDF files. Encryption is available to add a layer of security, and a download link is also sent via email.
  • Profiles UI/UX revamp in Zoho Projects: The Profiles permissions UI/ UX is made more elaborate. The permissions are divided into six sections: Module Permissions, Others, Portal Permissions, Settings, Integrations, and Field Permissions. Users and Clients' access levels can be monitored for all actions across all sections.
  • Import Timesheet in Zoho Sprints: You can now import timesheets from files in Zoho Sprints. Your log hour entries can be imported into your workspace from XLS, CSV, or JSON files, and file fields can be mapped with Zoho Sprints fields to ensure proper data import.
 
Notes

Productivity tips

We post periodic tips and tricks to introduce new features to our users. Here's a compilation of the latest tips:
 

Solution corner

Our solution expert team creates custom functions on demand to meet the unique requirements of customers. Here’s a curated list of the top custom solutions for you.

Update a custom field based on a blueprint's parallel transition

We received an interesting requirement from a customer who has an existing blueprint configured with four parallel transitions. When one of these transitions is not performed, the customer wants a specific task custom field to be updated with the user name responsible for that transition. If you have a similar requirement, refer the custom function code in this post.  
 

Sync tasks from Zoho Projects to Zoho Mail

A power user of Zoho, with a paid subscription of Zoho Projects and Zoho Mail, wanted to automatically add tasks to Zoho Mail’s To Do list when a task is created in Zoho Projects. Refer this post to know how we used Task Custom Functions and Workflow Rules in Zoho Projects to automate this requirement.
 

Start, pause, or stop the timer on task status update

A customer requested that timers automatically start, pause, or stop based on the task status updates, ‘In Progress’, ‘Hold’, or ‘Closed’ respectively. We suggested Task Custom Functions along with Workflow Rules to automate the timer’s progress. Check out this post for the script.
 

Auto-update task work hours based on custom field value

One customer wanted to automatically update the work hours of a task based on custom field value. They had a set mapping between task type and work hours. Here’s the custom function we created for this requirement.
 

We hope all our 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.
 

    • 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

    • Custom Related List Inside Zoho Books

      Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");

    • Zoho Meeting - Feature Request - Introduce an option to use local date and time formating

      Hi Zoho Meeting Team, My feature request is to add an option for dates to be displayed in the users local format. This is common practice across Zoho applications and particularly relevant to an application like Zoho Meeting which revolves around date

    • Cannot give public access to Html Snippet in Zoho Creator Page

      Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is

    • How can Outlook 365 link back into Zoho Projects so meetings and events in Outlook calendar show in Zoho?

      We use Outlook 365 for our emails and diaries and have integrated Zoho Projects with Office 365. One challenge we face is getting Zoho Projects to recognise when we have meetings and events in Outlook and not allow project managers to assign tasks over that period. Is there a way to resolve this? Thanks

    • On Edit Validation Blueprint

      Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will

    • Zoho Invoice en Navarra (Spain)

      Hola, ¿Alguien usa Zoho Invoice en la Comunidad Foral de Navarra? En Navarra tenemos un sistema tributario diferente y no aplica Verifactu (la Hacienda Foral de Navarra ha anunciado su alternativa, NaTicket, pero no ha informado cuándo entrará en vigor).

    • Emails from Zoho are getting blocked due to Zoho IP address being blacklisted

      This is the info I got from my hosting provider – please address this issue immediately. I don’t expect this from such a big household name. Every single invoice I have sernt it not being received by my clients, all being blocked. All of a sudden. As

    • agentid : Where to find?

      I've been looking around for this agenId to check for the total ticket assigned on a specific agent url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=351081000000155331&agentId=35108xxxxxx132009&field=statusType,status" type :GET

    • Zoho DataPrep integration with OpenAI (beta)

      We are thrilled to announce Zoho DataPrep's integration with OpenAI. The public beta roll-out opens up three features. Users who configure their OpenAI Organizational ID and ChatGPT API key (Find out how) will be able access the features. The features

    • AI Bot and Advanced Automation for WhatsApp

      Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:

    • Setting total budget hours for a specific project

      Hi there, I work on a lot of projects that have fixed budget hours. Is there a way to enter the total budgeted hours so i can track progress and identify when hours have been exceeded. I see in the projects dashboard there is a greyed out text saying

    • Clone entire dashboards

      If users want to customize a dashboard that is used by other team members, they can't clone it in order to customize the copy. Instead they have to create the same dashboard again manually from scratch. Suggestion: Let users copy the entire dashboard

    • Introducing Formula Fields for performing dynamic calculations

      Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

    • Getting started with Zoho PDF Editor

      Hello users, If you are new to Zoho PDF Editor or aren't sure of its full potential, then this article is for you. Zoho PDF Editor is a free online PDF editing tool, that allows you to upload and edit PDFs, insert text and images, add fillable and e-signature

    • Zoho Projects - Cloning a task does not trigger task workflow when created

      Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new

    • Purchase Orders not in sequence

      I am unable to sort by Purchase Order Numbers. I can only sort by date; however, the PO numbers aren't in the order they were entered. This was not the case prior to today.

    • Internal Fillable Contract with Zoho Writer (Before Sending to Client)

      Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

    • Date/time displayed in ZohoCRM does not match date/time of entries in ZohoForm

      Hello there, we use a ZohoForm as a worksheet, i.e. users use it to track start time, break and stop time for every working day. The ZohoCRM org time zone is set on GM -4, so is the Time Zone in the Date&Time section in ZohoForm (see attachment). Despite

    • Update Existing Records greyed out in Free Version

      Trying to update records from an Excel sheet, and not getting the option to update. Only option is to add as new accounts. All documentation I can see says update should be an option! Accounts, Leads, Contacts, all the same.

    • Dynamically Populate Picklist Values from Another Module Using Client Script

      I am working in Zoho CRM and trying to dynamically populate a picklist field in the Partners module using values stored in another custom module. I have two modules: 1. Partners Module Field: Partner_Type_Pick Field Type: Picklist 2. Partners_Type Module

    • Add zoho calendar to google calendar

      Hi I keep seeing instructions on how to sync Zoho CRM calendar with google calendar but no instructions on how to view Zoho calendar in my google calendar.

    • Zoho Community Digest : Jan 2026 | Part 1

      Hello Everyone! Staying in the loop with Zoho's latest product updates and features across the vast Zoho Community Forums can be a real challenge. We get it. With over 50+ applications, each with its dedicated forum, it's easy to miss out on important

    • World date & time format

      Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. Regards

    • 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

    • Conditional layouts - support for multi-select picklists

      Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

    • Dont want to list inactive items.

      If an item is made inactive, there is no point in showing it in the item list. Please provide an option to hide all inactive items in 'Preferences'. 

    • Actual vs Minimum

      Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the

    • Client Script Not Working When Field is Set by Workflow

      Problem Context: I have implemented a client script in the Cases module that automatically assigns commands based on the value of the Priority field. The script functions correctly when the Priority field is manually set by a user through the form. Observed

    • Integration of CRM and Recruit

      hi team, Is it possible to sync deals <> job openings from only 1 pipeline? My configuration of CRM has pipeline for each business unit, so I will have all data in the CRM system. body leasing and recruitment is one BU (hence 1 pipeline) - can I sync

    • {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

      Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,

    • integrating Zoho CRM vendors with Zoho projects

      In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.

    • Zoho Creator Workshops 2026—Europe & UK | Coming to a city near you!

      Hello everyone! We're excited to announce the Zoho Creator Workshop Series 2026, coming to cities across Europe and the United Kingdom this year! Whether you're looking to explore the intermediate-to-advanced capabilities of Creator or you're a seasoned

    • Validation rule for Date field

      The condition settings for a Date field are are absolutlly usless. Conditions can only be set for a specific date, which is logically ineffective in most cases. When setting a condition for a Date field, users usually need to compare the value relative

    • Number 9 envelopes for invoice printing

      I email and print invoices. Being new to Zoho and coming from QB, we did both as we have a more traditional So in Zoho i want to do the same using Number 9 envelopes. These have both a return window and mail to windoow see attached image. Im just looking for best suggestions on how to get a ZOHO invoice to work, so I can mail my invoices...

    • Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?

      Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations

    • Open Sans Font in Zoho Books is not Open Sans.

      Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • Add Reporting feature to display variance/change columns when comparing periods

      When running reports to compare periods (for example, Profit and Loss comparing current year to previous), I would like to be able to display variance columns in both (a) amount or (b) percentage.

    • Payroll and BAS ( Australian tax report format )

      Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin

    • Invalid scope choice: Workdrive integration in CRM

      Bug: There is an invalid option in the permission choices for Workdrive integration in CRM. If the entry "WorkDrive.teamfolder.CREATE" is selected, it will return a message indicating invalid OAuth scope scope does not exist.

    • Next Page