June 2025 Bulletin: Global Connections & Smarter Project Management

June 2025 Bulletin: Global Connections & Smarter Project Management

Our project management teams have been actively engaging with users across the globe—from participating in Zoholics USA to hosting roadshows in Australia and New Zealand. Along the way, Zoho visited several customer offices, witnessing firsthand how our tools are driving real results. Our teams have returned with a wealth of feedback and are now working hard to analyze and incorporate your suggestions into our products.

In this edition of our bulletin, we bring you the latest feature rollouts, a recap of our global meetups, AI-powered video highlights, expert tips, and much more.

Meetups & Events 
 
Zoholics USA 2025
Zoho Projects and Zoho Sprints were front and center at Zoholics USA this May, drawing enthusiastic participation. We conducted multiple hands-on sessions and deep dives into the core features of our tools. The feedback was overwhelmingly positive, and the discussions proved highly enriching for everyone involved.

Zoho Projects Roadshows
Zoho hit the road with events in Melbourne and Auckland, where we met with our user community to explore their challenges and expectations. These sessions gave us deep insights into customer use cases and allowed us to align our product strategy more closely with real-world needs.
 

Zoho Projects Roadshows
Zoho hit the road with events in Melbourne and Auckland, where we met with our user community to explore their challenges and expectations. These sessions gave us deep insights into customer use cases and allowed us to align our product strategy more closely with real-world needs.
 

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
      
 
Recent Enhancements  
Here's a round-up of the latest feature improvements:

Unified Automation Settings in Zoho Projects: All automation tools—Blueprint, Workflow Rules, Email Templates, Alerts, Webhooks, and Macro Rules—are now housed under a central Automation menu in settings, simplifying access and setup.
  1. Terminology Refresh in Timesheets: For better clarity, individual entries are now called time logs, and collections of them are referred to as timesheets.
  2. Portfolio Dashboard Export: You can now export your portfolio dashboard as a secure PDF, with encryption and an emailed download link for easy access.
  3. New Permissions Interface: The permissions module in Zoho Projects has been revamped for clarity. Access settings are now categorized into six segments, giving admins better control over user roles.
  4. Import Timesheets in Zoho Sprints: You can now bring in time data using XLS, CSV, or JSON files. Map the columns to Zoho Sprints fields for seamless data migration. 
Productivity Tips  
Here are some recent tips to help you use our tools more effectively:
  1. Access all automation features from one place in Zoho Projects
  2. Use the Sandbox to test without impacting live data
  3. Set up layout rules to streamline your workflows in Zoho Sprints
  4. Enhance productivity with automated reminders in Sprints
  5. Explore the AI-powered features in Zoho Sprints
  6. A full guide on adding users efficiently in Zoho Sprints

Our expert team crafts tailored solutions for complex customer needs. Here are some recent highlights:
  • Auto-fill custom fields using Blueprint transitions
    A client needed to track accountability when a transition in a parallel Blueprint was skipped. We created a function that records the responsible user’s name in a custom field.
  • Task Sync from Zoho Projects to Zoho Mail
    We automated task creation in Zoho Mail’s To Do list when new tasks are added in Zoho Projects. This was done using custom functions and workflow triggers.
  • Status-Based Timer Controls
    To help a customer manage time tracking, we built a function that starts, pauses, or stops the task timer automatically based on task status.
  • Auto-calculate Work Hours
    A client wanted task hours to reflect the type of task being performed. Our solution dynamically updates work hours based on predefined custom field values.
Zoho are confident these enhancements will elevate your project management experience. Stay tuned for more updates, customer stories, and productivity tools in our upcoming editions.

For more information, please visit  www.pfc-group.com.

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