Zoho Sprints is consistently evolving in steady increments. The introduction of the latest version, with its enterprise level solutions, brings to you advanced capabilities that propel your agile efforts in the right direction.
Here's a quick glimpse into the features that come with 3.0:
- Budget management: Manage your project finances efficiently through preset budget limits and continuous tracking.
- Expense tracker: Spend judiciously through proper approval process in expenses.
- Test management: Plan, organize, and manage your testing efforts in one place.
- Custom module: Build unique modules from scratch to best suit your niche requirements.
- Risk and opportunity management: Be prepared with risk mitigation plans and proactively seize new opportunities.
- AI-based voice to text converter: Easily convert voice to text.
- AI-based custom module builder: Use relevant prompts to build a module using AI.
- AI-based subitem generator: Generate subitems with AI assistance.
- Zoho MCP integration: Integrate with the centralized Zoho MCP to perform actions through external AI vendors.
- Zoho QEngine integration: Automate recurring test cycles and expedite your QA process.
- JIRA integration: Simplify task and issue management between JIRA and Zoho Sprints applications.
- Microsoft SharePoint integration: Access documents in Microsoft Sharepoint through integration.
- Checklist templates: Reuse checklists by templatizing repetitive ones.
- Tags and cluster tags: Create cluster tags to group labels for better categorization and refined search criteria.
Let's take a detailed look into each of these features.
Budget management
Define your cost and revenue budget preference in the Settings page. Pick the budget type based on project hours, project amount, release hours, or release amount. Define billing for project, user, item, or profile and set rates for user work hours. Specify planned value and threshold value to get notified when the budget exceeds these values. Select timesheet parameters to account for cost and revenue.
Using the capabilities within the budget module you can monitor budget utilization, forecast upcoming costs, estimate project revenue, and get sufficient insights for budget reallocation and future budgeting.
Learn more
Expense tracking
Exercise control over your project's spending capacity by recording and tracking your expenses. Categorize expenses for proper accounts maintenance. Adhere to the built-in approval mechanism for judicious usage of the available financial resources.
Learn more
Test management
Unify your testing cycle end-to-end within the confines of a single module: Plan, structure, and execute your testing process in one place.
Learn more
- Create and manage test cases, group them into test suites, and execute test runs with ease.

- View results, log defects instantly, and get visibility into test coverage and quality.

- Use built-in automation to trigger emails and automate specific actions.
This sequential flow of testing from creating test cases to finding bugs and from bugs to incorporating fixes allows teams to test faster and release stable, bug-free deliverables.
Custom module
Build your own global and project level modules to intricately tailor them for your business requirements. This completely transforms the way you collect and process data related to your organization, pushing the boundaries of customization.
Learn more
Custom module comes with generative AI support, facilitating intuitive module-building through appropriate prompts describing your requirements. The AI sources relevant custom fields into the module layout based on your prompts, substantially reducing effort.
Automation capabilities like webhooks and custom functions enable you to build a module equipped with workflows and automatic email notifications.
Risk and opportunity management
Record and track potential risks to plan and execute mitigation efforts that eliminate the risk impact at its nascent stage. Identify and monitor potential opportunities and execute action plans to convert them into meaningful business gains.
Learn more
Risk and opportunity management is built around well-established quantification systems called risk and opportunity matrix. This allows for easy classification of the risk or opportunity level and the eventual impact. You can assess the attainability of an opportunity or the elimination of a risk through a series of steps.
The review and evaluation system ensures that the mitigation controls and action plans are on track and help achieve the intended goal of diluting a risk or promoting an opportunity.
AI-based enhancements
- Generate text content from audio input with the help of AI in text editor. Learn more
- Build custom modules using descriptive prompts. Learn more

- Generate relevant subitems for work items using AI. Learn more
Zoho MCP
Enable secure interaction with LLMs through Zoho MCP to perform preferred actions using AI models.
Learn more
Zoho QEngine integration
Resort to Zoho QEngine integration to automate your QA process. Certain test cases appear repeated throughout the product development cycle. You can manage those test cases by automating their test cycles through reusable code snippets.
Learn more
JIRA integration
Reduce the hassles of cross-functional teams through seamless JIRA integration. Manage the tasks and issues in both Zoho Sprints and JIRA simultaneously.
Learn more
Microsoft SharePoint integration
Enable your agile team to access documents maintained in Microsoft SharePoint from the entities within the associated Zoho Sprints workspace.
Learn more
Checklist template
Do you have checklists that recur in multiple work items? Templatize and maintain those checklists to reuse them wherever needed.
Learn more
Tags and cluster tags
Create and manage custom tags for labeling and organizing the entities in Zoho Sprints. The tags heightens your search capabilities with refined search criteria. Create cluster tags that serve as group tags to widen the scope of the tags.
Learn more
We are positive that Zoho Sprints 3.0 is capable of expanding the limits of your agile team through various levels of automation, well-structured modular approach, sophisticated management tools, and nuanced functional enhancements.
Please let us know which of these new capabilities help improve your project management process. Convey your thoughts and opinions through comments and reach us at
support@zohosprints.com for clarifications.
Thanks,
Zoho Sprints Team
Recent Topics
Mastering Zia Match Scores | Let's Talk Recruit
Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant
Zoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
Zoho Home Tasks View - any way to add conditional formatting?
Hello! Is there any way to add conditional formatting to the tasks window under Home Page? Id like tasks to be shown in green/yellow and red depending on its task date. I know Classic View shows colorfull icons: But its not possible to add any custom
User Name in Zoho Cliq Not Updating Across Apps?
We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the
Set Default Status of Assembly to "Assembled" When Entered in UI
I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some
New Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
Items Landed Cost and Profit?
Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the
How do I automate my package and shipment process
Hey, I have a very basic problem regarding automating my package and shipment. My business does not require me to have those modules and manage them currently and since I'm new to zoho I want to start with just the basics. I just need to automatically
Announcing Zoho Sheet desktop app for macOS and Windows (Beta)
Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the
zoho creator panel add formula
Hello. I'm using zoho panels which works good for me but i need to add an extra calculation the predefined sum function provided by zoho. not sure if this is possible? The code zoho is generating for the sum is as follows; <text margin='0px' padding='0px'
How to take result of calculation in a form and subtract from a value in another form
I'm using the following code on successful form submission to perform a calculation and enter the result into a field a shown below input.Space_Used = ifNull(input.Area_In_Square_Meters,0) * ifNull(input.Total_Stock,0); I now need the result above, the
Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive
A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,
Missing Fields in Lead Conversion Mapping
I’ve been using Zoho CRM since 2013 to manage leads and convert them into contacts and jobs. When I convert a lead to a customer, I create a new contact and a job. Previously, this process automatically transferred key information from the lead to the
Mass email from Report output
Hi, I'd like to send a mass email based on a report output. The report is pulling multiple information from linked modules. Each line of the report ends up with a contact name, email and multiple field values pulled from the linked modules (some are custom
What's New in Zoho Analytics - February 2026
Hello Users! We're back with another round of updates for Zoho Analytics. This month's release focuses on giving you greater flexibility in how you visualize, manage, and act on your data - with new features like custom visualizations, remote MCP server,
Understanding tasks
So we have a module linked to contacts called Equipment and that in turn has a related module called service calls. Often on a service call we want add a task but we are not able. I think it needs a link to the contact. WE therefore tried to add tasks
Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters
Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
Related Lists in Email Templates
Hi Zoho team, I would love to see a feature where related list information can easily be added to an email template (instead of mail merge). I have a client who books flights for their customers. They do this through a Flights module so all booked flights
Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
Introducing SlyteUI : From Idea to a Working Interface in Minutes
Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying
need to add tax in servce and items
please give access to add gst or tac to add in service and parts
Blueprint transitions on locked records
We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.
Lead Entry Strategy
Hi there. Was wondering if anybody could share their strategy around lead entry into Zoho CRM. One of the challenges with Zoho CRM is a lead requires a last name. We want to capture companies that operate within our addressable market, and we often don't
Social posts not saving as drafts or posting
Over the past two days, I have written and modified the same post for 5 different channels 4 different times. They will neither save as draft, nor go through and load in the scheduler, nor will they post when I try to push it live now. In every case,
Introducing user groups, roles, and profiles in Zoho Sign
Hello, Today, we're excited to unveil user groups, roles, and profiles to offer granular access controls in Zoho Sign. These help administrators manage document visibility and accessibility based on assigned user roles and permission sets. User groups:
On Duty Requests - Zoho People Data
Hello Team, We are currently using the On Duty Form to record Work From Home (WFH) requests in our organization. However, we are facing an issue where pending On Duty requests are not appearing in the Attendance Module. For example, if I submit On Duty
Add org-specific data with Custom modules
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
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
【無料/オンライン】4/30開催|Zoho ワークアウト(オンライン勉強会)
ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 4月開催の「Zoho ワークアウト」のご案内です。 本イベントは、Zohoユーザー同士で交流しながら 設定・運用・活用に関する課題解決を目指すオンライン勉強会です。 「設定を進めたいけれど、一人だと手が止まってしまう」 「他社がどう活用しているのか知りたい」 「相談できる相手がおらず、運用に悩んでいる」 そんな方におすすめのイベントです。 ▶︎参加登録はこちら(無料) https://us02web.zoom.us/meeting/register/qIH1ut8aTnq-R7-21eF3BQ
Give your organization a branded login experience with White Labeling
When users log in to their email, the URL they land on is often the first thing they notice. A generic login page can feel disconnected from your organization's identity, especially when you have already established a strong brand presence. For administrators,
Archive Option in Conversation View
Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just
Search API filter/sort ignores comment-triggered modifiedTime updates
Summary When a comment is added to a Call or Account, the parent record's modifiedTime is correctly bumped. This bumped value is visible in: GET /api/v1/calls/{id} ✅ GET /api/v1/calls/search without a filter ✅ — the record's response body shows the new
Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk
Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to
Mail Merge in Zoho Desk
Hello Team, Do we have an option of mail merge within Zoho Desk like we have in Zoho CRM? We have a requirement to generate some pdf file in the form of mail merge doc from the ticket.
No DINAR (Serbia) in currency list
There is no Serbian Dinar listed in the currency list. Dinar is available in Books, Inventory, CRM, FSM. Please make it available in Desk as well. Without it, the integration with other apps is not possible.
CRM Notes
Hello, We want to add a Note to the Contact record when a Note is added to a Case or Deal. I wasn't able to do this using a workflow, so I tried using Zoho Flow, but that didn't work either. Does anyone have a suggestion on how we can accomplish thi
Zoho Forms for Vertical Studio Subscriber Organizations
We’re excited to introduce the Zoho Forms integration with Vertical Studio. This allows you to capture data using forms and send it directly to your Vertical Studio modules. With this integration, form submissions can be used to create or update records,
Using Email Triggers on Zoho Flow
Hello, I'm sending the email to create the variables as this article says: https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/email-trigger#How_email_trigger_works But the collection of the variables only seems to work when the
How to transfer uploaded files from Zoho Survey to external systems?
Hi everyone, I'm currently integrating Zoho Survey with an external system and have run into a limitation I haven't been able to solve yet. I'm using webhooks to send submitted survey data (JSON) to my external API, which works perfectly for all standard
Re-Apply SLA When Ticket Reopened from Closed Status?
If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers
Next Page