Zoho Sprints Update: Add and Manage Custom Data with Custom Modules

Zoho Sprints Update: Add and Manage Custom Data with Custom Modules

Hello Everyone
Zoho Sprints comes with several built-in modules to help teams manage agile projects. 
However, every organization has unique needs, and sometimes default modules are not 
enough to store all required data. 
To solve this, Zoho Sprints now allows users to create Custom Modules within the 
workspace. 

What Are Custom Modules? 
Custom Modules let you add your own data sections based on your project or business 
needs. 
You can create two types of modules: 
●Global Modules: Available across the entire workspace  
●Project Modules: Available only inside specific projects  

This helps you manage additional data directly inside Zoho Sprints without using 
external tools. 

Setting Permissions for Custom Modules 
You can control who can access and manage custom modules by setting permissions. 
Follow these steps: 
1. Go to Settings in Zoho Sprints  
2. Select Modules under Customization  
3. Click on Custom Modules 
4. Choose either a Global or Project module  
5. Hover over the module and click Set Permission 
6. Select the user profile  
7. Choose between Entity-level or Field-level permissions  
8. Make the required changes and click Update 

Create Custom Modules Using AI 

Zoho Sprints also allows you to create modules faster using AI. 
You just need to: 
● Enter a module name  
● Add a short description  

Based on this, AI will suggest fields for your module. You can select the ones you need 
and quickly set up your layout.
 
Steps to Create Custom Modules 
Here’s how you can create a custom module: 
1. Go to Settings in Zoho Sprints  
2. Select Modules under Customization  
3. Click the dropdown next to Create 
4. Choose Module 
5. Enter the Module Name and Record Name 
6. Add a description  
7. Select whether it is a Global or Project module  
8. Click Create 

After this: 
● You can manually add fields on the layout page
or 
● Click Create with AI to use suggested fields  
Then: 
● Select required fields  
● Click Save or Save and Associate 
● Finally, click Save and Publish 

Accessing Custom Modules 
Once published: 
● Project modules can be accessed inside their respective projects  
● Global modules are available at the workspace level  



Additional Options 
● You can import existing data into your custom modules  
● You can customize workflows using automation like:  
■ Layout rules  
■ Custom functions  
■ Webhooks  

This helps you fully adapt the module to your workflow. 
Final Note 
Custom Modules make Zoho Sprints more flexible and powerful. 
You can now organize your data exactly the way your team needs, without depending on 
other tools. 
 For more information, please visit www.pfc-group.com. 

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