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

• Topic Participants

• Neethinila R

  

• 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

• Future Orders - Due Date

  Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning

• Sorting Descending in a lookup

  I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?

• Unable to sort as Descending order

  Trying to change the sort order for a lookup field (checkboxes) from Ascending to Descending and keep getting an error in Deluge that the order must be Ascending Did anyone ran into this? Thanks Eyal

• Change of Blog Author

  Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

• Consultant-Only Booking Page

  Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the

• Zoho Desk API - Influence which layout is used

  Hello, how can the ticket layout be changed using the API? I would like to choose the layout directly when creating the ticket. If this is not possible, my question would be how can I change it afterwards? Best regards, Sven

• Auto-Invite Users to Portals in Zoho CRM based on Conditions

  Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to

• Ticket Status email

  Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the

• Has CSS Changed for Common Elements?

  I noticed today that the standard title headings on my Forms and Reports display smaller in size than before. Google Dev Tools (attached), seems to confirm my suspicion. Something appears to be overriding the 1.375rem to 1.125rem. The font size on the

• Text field alignment

  Is it possible to align text in the text field? Or even better, is there a possibility to have a field which accepts only numbers?

• email moderation issue when email is sent in the name of a mail group

  Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended

• Pipeline in Custom Modules

  I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?

• Duplicate customers being created in Desk

  Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and

• Turn off Knowlege Base Follow options and Follower lists

  Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names

• Tip #53- Remote Billing: Your End-to-End Billing Solution in Zoho Assist- 'Insider Insights'

  Manual invoicing, after every remote support session, can be time-consuming and often error-prone. As an MSP, IT admin, or even a freelance support technician, it may become overwhelming to keep track of session time, service rates, and client invoices.

• Record history and ticket interaction tab in contacts and accounts

  Hello everyone! We have improved the History tab to help users trace updates in the interaction activity logs of the Contacts and Accounts detail pages in the Customer Module. This enhancement make it easier to get clear details about who made each update,

• issue with deluge script

  i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";

• Is there an API to "File a Ticket" in Desk

  Hi, Is there an API to "File a Ticket" in Desk to zoho projects?

• Zoho Desk View Open Tickets and Open Shared Tickets

  Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).

• Keyboard UX for Assemblies

  The new Assembly module has a counter-intuitive behavior that ought to be corrected. When an Assembly is ready to be entered, there are two options given, the blue-highlighted "Assemble" and the gray "Save as Draft". This correctly implies that the normal

• Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

  Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

  Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:

• Why can't I see images uploaded by other users in the Library for Campaigns

  We are several users of zoho Campaign. I have uploaded visuals of our company, but my team members can't see them.

• zoho sheet stuck

  I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening. 

• Tip of the Week #78 – Cut response time with multichannel shared inboxes

  If you’ve ever felt your team juggling between multiple email accounts, social pages, and chat apps just to reply to customers, you’re not alone. Managing conversations in multiple channels can quickly turn messy. Important messages across inboxes, replies

• Need a way to run a client script longet than 10 seconds

  By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?

• FSM - Associating and selecting Contacts based on Service Addresses

  Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to

• Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

  Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

• FSM Improvement Idea - Show an Import button when there is no data

  I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import

• Unable to Send Different Email Templates for Different Documents in Zoho Sign

  Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer

• Timeline Tracking Support for records updates via module import and bulk write api

  Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

• How to change position button transtition of Blueprint?

  Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.

• UI Improvement - Ability to Collapse Flow

  The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal

• Tasks Statuses

  Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes

• Add Lookup Field in Tasks Module

  Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (

• Create New Tasks Layout in CRM

  I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!

• Whatsapp Connection Status still "Pending" after migration

  Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?

• 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.

• Multi file upload

  Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany

• Next Page