The updates for the third quarter of 2024 are out. A few new features and enhancements have been rolled out to improve user experience and product capabilities.
The following are the updates:
- Objectives and key results (OKR) measurement
- Custom rollup field for custom layout
- Release association for sprints
- Google Drive files and folders creation
- Azure DevOps project import
- Work item blocking
- Email summary
- Email alias link update
- Permission requestor
- Answer bot user assistance
Introducing objectives and key results
Objectives and key results (OKRs) is a well-established progress tracking method that is widely used in agile project management. The all-new OKR board in Zoho Sprints equips you with a well-organized goals determining system. Add objectives and key results, assign values to your key results, track the progress of your key results and objectives, and ensure your team remains target oriented.
Learn more
Check out our
article on the community learning series to learn how OKRs are used.
Custom rollup field
A new custom field called rollup field is added to the list of existing fields. This field enables you to automate the calculation process, eliminate manual effort, and get accurate values. The field comes with predefined rollup functions which you can select based on your requirement. Specifying this will help you automate the calculations and have the values populated.
Learn more
Associate releases with sprints
Perviously, releases can be associated with work items. Now, you can directly associate releases with sprints. This, in turn, associates the releases with the items that belong to those sprints, allowing you to manage your tasks and have them delivered within the stipulated timeframe of the release.
Learn more
Create Google Drive files and folders
The Google Drive extension now includes an enhancement with the capability to create new Google Drive files and folders directly from Zoho Sprints. So, you could either associate your existing files to work items or create new files and folders in your Google Drive from your work items. Additionally, you can also export work items as files directly to your Drive folders.
Learn more
Import projects from Azure DevOps
You can now transfer your Azure DevOps projects to your Zoho Sprints workspace to adopt an agile scrum project management style. The import is secure and seamless, and you will be able to import all the vital modules from Azure.
Learn more
Block work items
The Block Item action allows a temporary or permanent suspension of activities on a particular work item. A blocked work item disallows all the users from making any updates to the work item, providing the ability to restrain all actions pertaining to that item. None of the users can update the items until it's unblocked again. However, assignees can add comments to the work item.
Learn more
Summarized emails
Your email notifications now get an additional capability to have your notifications complied into summarized emails. You can define the intervals at which you need to get notifications. The notification will provide a summarization of all the updates that took place within that timeframe.
Learn more
Update email alias link
Permission requestor option
The permission requestor option now allows users to easily raise a request to access a project, workspace, sprint, or item that they are not part of. The users are provided with the appropriate request link to send the request to the approver directly. The approver can either approve access or reject access based on the existing project requirement.
Learn more
Introducing answer bot
Zoho Sprints now comes with an Answer Bot that will allow you to quickly find relevant resources related to your queries. This is an added user assistance tool for you to enter your queries and find answers before having to contact our support team.
Learn more
There're more features in the line up for the upcoming quarter. So stay tuned.
Thanks,
Zoho Sprints Team
Recent Topics
Canvas List View Not Saving
Hi, I am trying to edit a list view to look different depending on the tags. Everything worked well and saved well with multiple views, but when I have gone back in to make some small changes like moving one of the icons it comes up with the error message
QR code image is not exported in PDFs
The new QR code field works fine when I include it in a report template and I choose the print option: https://creatorapp.zoho.com/<username>/<app_link_name>/record-print/<report_link_name>/<record_ID>/ But when I try to save the document to a .pdf file
QR codes in templates
I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.
This mobile number has been marked spam. Please contact support.
Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
Zoho CRM search not working
The search bar is not showing any results in our CRM installation. We have a lot of items and can not search them by using the navigation each time. Can someone please check this asap.
Reload page with widget
Hi all, I hope I can find some help here. I developed a small widget for Creator that is integrated into a page as a component. The page contains other content as well. When the widget is sent, the entire page should be reloaded to apply the changes to
Tip of the week #37 - Manage all your Telegram business conversations directly from your shared inboxes.
Tired of switching between multiple apps to manage your business conversations? With Zoho TeamInbox's multichannel inboxes, connect your Telegram channel to a shared inbox. This way, your teams can easily handle c View, reply, and collaborate on them
Tags on notes aren't syncing correctly on Android
I've created notes on the desktop version that have several tags assigned, but on both my Android devices those notes only have ONE of those tags instead of all of them, despite the actual content of the note being correctly synced, and I'm also starting
Reports - custom layout - duplicate report
Do you also have this problem and what is the possible solution? I duplicate a report that has a "custom layout". Unfortunately the custom layout is not duplicated. To be improved for a future release by Zoho. I export the custom layout and import it...
How to map a global picklist from one module to another
Hi there, i currently have a new field that is called sales office which we use for permission settings between our different offices located in different countries. It is a global set picklist with three different options: MY, SG and VN. I want to be
Pageless mode needed to modernise Writer
When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice
Changing the Logo Size on Zoho Sites
My company logo incorporates both an image and text, and I would like it to be much more prominent on the page than is currently allowed by the small logo box in the template. Is there any way to hide the page name and then make the logo box much bigger since my company name and logo are connected / are all in one file? Thank you.
Is it possible to Select Item Serial Numbers from a Sales Order?
Our accepted estimates are converted to Sales orders for our warehouse staff to pick. How can my warehouse staff select the serial numbers for an item when editing a Sales Order? Logically when staff pull an item and have the serial in front of them they update the Sales Order and select the serial. I understand a serial can be added when creating an invoice but how can accounts team know the serial if the warehouse staff can't select it! A basic flaw!
MORE BUGS: Client Script, Deluge and Widget JS SDK don't work as expected when trying to retrieve a record that has been "rejected" as part of an approval process.
Client Script $Page.record is null when accessing a record that has been "rejected" as part of an approval process. Deluge zoho.crm.getRecordById(moduleName, recordId) returns {"status":"failure"} when recordId is a valid, but rejected record. OK... I
Zoho CRM Widget not displaying 2 related lists (JS)
Okay so I basically have 2 relatedLists that I want to get and render: ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity, RecordID: data.EntityId, RelatedList: "Notes", page: 1, per_page: 200, }) ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity,
Zoho Books and Zoho Projects Task Status Update
How can we create an automation using custom functions for the following scenario. When our zoho books invoice status changes to paid. I want a task in Zoho projects to change to completed.
Assigning Tasks and Requests to Groups... how do I?
Guys, I've spent many hours exploring Zoho Support and we are generally satisfied with the system. I'm trying to understand how a system that has so much to offer can be missing GROUP assignment and queue functionality. I am hoping that there is a way
Parsing of SQL query failed. Please check the SQL syntax.
I am trying to have Zoho Analytics recognize that if the a Deal is in Stage "Need Docs" it should also be counted as a Deal in the Stage "New Lead" /*New Lead*/ SELECT "ID" 'New Lead' AS "Stage" From "Deals" Where "Stage" = 'Need Docs' Union All Error
Where is the setting to enable/disable 2FA?
The following links show where enable/disable 2FA is supposed to appear, but neither appear for me: https://help.zoho.com/portal/en/kb/zohosites/faq/account/articles/how-do-i-enable-or-disable-two-factor-authentication-for-my-account shows Security >
How to Assign Record Ownership in a Custom Form via API?
Hello everyone, I’ve created a custom form in Zoho People and I’m using the API to manage its records. I would like to know how I can assign ownership of these records to specific users via the API. Is there a specific parameter or field in the API request
Customer Statement Template not matching when sending
Hi everyone! So when I send statements to our customers via Zoho Books, the message that appears by default does not match what I have written on the template Under settings -> email notifications -> sales -> customer statement We have a single default
Peppol Malaysia API
Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
Re-emitir facturas con nueva dirección de facturación
Hola, necesito saber si es posible que las facturas ya emitidas, pueden ser re-emitidas con el cambio de dirección de facturación, realizado el día de hoy 02-01-2025, para efectos contables. Espero su ayuda, Gracias
Zoho Learn vs. Trainer Central
Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WP
Map Plan to Different Income Account for Some Subscriptions via API
We have a plan that has a default Plan Account of "Sales". Can we override the account for a specific subscription via API? In some instances the same exact plan should map to a different income account. When we create stand-alone invoices in Zoho Books,
Flow with CRM
Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with the
Chrome browser issues. Anyone else?
I am suddenly having multiple issues with Chrome browser interpreting the Zoho Mail interface. Anyone else? Any known problems? Thanks, Todd
Zoho Payroll US?
Good morning, just reaching out today to see if there's any timeline, or if there's progress being made to bring Zoho Payroll out to be available to all states within the USA. Currently we're going through testing with zoho, and are having issues when
Set up multiple IMAP email addresses
Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain
Function 58: Custom calculation in item table of invoices (2 fields)
Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking
Tracking new lead response time
Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system. I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere. It's
Search function not working anymore
Hi! The search function is not working anymore. How can we solve this problem?
When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory
In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the
Expand Zia's Language Support and AI Capabilities
Dear Zoho Desk Support, I would like to submit a feature request to improve Zia, the AI-driven support assistant in Zoho Desk. Currently, Zia only supports the English language, while other AI agents such as Gemini, ChatGPT, and Claude can work with a
get gettting the days number between two dates with deluge
I am trying to calculate the days number between 2 specific dates but its not working. PLease help me.
Limit excceding issue in zoho creator
I am transferring data from Zoho Books to Zoho Creator using a Deluge script. However, I am frequently encountering a "limit exceeding error," which seems to be related to the Deluge statements limit. I reached out to Zoho Support, and they informed me
How do I add more schedules to Zoho Creator?
At the moment, the number of schedule calls we have in Zoho Creator are 1800 per month and I was wondering if it was possible to upgrade that amount to something higher. I'd like to know my options as well as the pricing.
Conexion CREATOR x CRM
Buenas tardes, Tengo un problema con un código que crea un registro en CRM. Revisé el CRM para eliminar los campos obligatorios, pero cuando ejecuto el programa, aparece el siguiente mensaje de error: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"data"},"message":"required
Invoices with billable time and expenses
I cannot seem to get a straight answer. We are looking to create an invoice to send to our clients, but it needs to have the following on it: 1. Billable hours for each employee. All hours for the pay period on one line, by employee. 2. Expenses for each
Search Bar Improvement for Zoho Commerce
Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you
Next Page