Zoho Sprints
Zoho Projects Integration
No matter how many projects you have on your list or teams to coordinate, managing everything in the right way matters most. There are many different project management methodologies, but every team is bound to follow a standard process. That is why ...
Webhooks
A webhook is a HTTP callback or push API that automatically sends real time notifications to third party applications. These notifications are sent when you perform a set of events. You can access webhooks only if you are on the professional plan. ...
Import your data from JIRA to Zoho Sprints
As a first step, you will have to configure your JIRA account with your team in Zoho Sprints to which the data has to be imported. A few key points to know before you start to import Only a Team Owner or Admin can carry out the configuration. If you ...
Global add
You can now add work items, sprints, log hours, meetings, and epics without navigating to specific modules using the Global Add. Navigate to in the upper right corner of the top panel. Start adding the required entities to specific projects. ...
Custom View
Customize the work items based on specific criteria and save these work items across different views. You can access custom views only if you are on the Professional plan. All the users in the team can access custom views irrespective of their ...
Default View
Default view lists all the work items in the team across projects, epics, and sprints. To navigate to Default View, click in the upper-right corner of your screen. Feature Availability: Professional plan Open Work Items - Work items in the ...
Common Q and A
While working with custom layouts and fields, you may have a few queries. This article will help you find your way back. To understand the basics, please visit the General information on Custom Layouts and Fields and the Business Scenario guides ...
Access privileges
Action Team Owner Admin Manager Member Create Layout View Layout Edit Your Layout Edit Other Layouts Delete Your Layout Delete Other Layouts Add Field Edit Field Delete Field Add, Edit, and Delete Section Associate project to layout Reorder fields ...
Create and manage sections
Before working with fields, it's important to define a section. A section is a group of fields with a similar set of purpose. Default Section: A default section is the standard one that contains all the default fields in it. Users can also add new ...
Create and manage fields
Custom fields are the important aspect in shaping a layout. A layout is structured with a list of fields that are specific to your requirements. Once the user creates a layout they can start adding custom fields. Default Fields: The default fields ...
Create and manage layouts
Create your own custom layouts, associate it with relevant projects, and get your work done effortlessly. Available: Professional Accessibility: Only the Team Owner, Admin, and Manager can create, edit, and delete a layout. Members can't access ...
Business scenario
This article will help you understand the purpose and benefits of implementing custom layouts and fields in your team. Objective: Learn how you can create layouts and add fields to your work item form with a real time example. Requirements: You ...
General
What are custom layouts? Every project will have a different set of goals. The workforce, requirements, efficiency of employees, type of work etc. varies based on the project's goal. Having a standard layout for all the projects is difficult to ...
Access privileges for meetings
Meetings ADMIN MANAGER MEMBER Schedule meeting Edit meeting * * Delete meeting * * View current or completed meetings View all meeting types Advanced search Add comment Edit comment * * Delete comment * * * Represents user limitations. You can access ...
Schedule and manage meetings
Available plan: Professional. Schedule a meeting Navigate to Meetings. Click + Schedule in the upper-right corner. Enter the meeting details such as Title, Agenda, Scheduled On , and other details. Click Schedule. If you are a member you can only ...
Meetings in scrum
Start interacting with your team members to discuss your daily activities, new ideas, bottlenecks, and upcoming goals. In traditional project management, a team might meet every week or two to talk about the project's progress. In agile ...
Access privileges for users
Team Users ADMIN MANAGER MEMBER Add user Other Actions Details Delete View by All, Admin, Manager, Member User profile Edit user role Reinvite user Search by user Bulk add users Overall summary Project Users ADMIN MANAGER MEMBER Add user Other ...
User Profile
Tracking the performance of a specific user in your team is easier with the User Profile section in Zoho Sprints. Access privileges Only the Team Owner and Admin can view the profile of all the users in the team and project. A manager can view all ...
Sprint users
Add users You can add, edit, and remove the user from the sprints in your project. Select a sprint from Sprint Plan. Click to open the sprint dashboard. Select Users in the top navigation band. Click + User in the upper-right corner. Enter the ...
Project users
Add a user Navigate to Projects in the top panel. Select the project from the list of projects in your team. Navigate to Users. Click + User. Navigate to Add Existing User, type the email address, and select from the list. Navigate to Add New ...
User roles
In Zoho Sprints you can add users to your team and assign them to different projects. Default roles and functions Team Owner - Team Owner is the person who creates the team. They monitor all the projects in the team. In Agile, a team owner can also ...
Team users
A team user is someone who will have access to all the projects in the team (i.e. Portal) based on the assigned role. Add a user Navigate to . Select All Users in the left panel. Click + User in the upper-right corner. Enter the User Email, select ...
Access privileges for feeds
Feeds ADMIN MANAGER MEMBER Add status @ mention in comments Add attachments for comments Send direct message Edit status * * * Delete status * * * Add comments for status Edit comments * * * Delete comments * * * View activity stream Feed filter ...
How to collaborate using feeds?
Feeds are exclusive for every project. You can view all the latest announcements and updates right within the feeds. There is an activity stream to track even the smallest update in your project date-wise. You will get notified when there is a new ...
What is a feed?
Feed vs. Activity Stream Everything that you do inside your project is recorded so that you never miss an update. Feeds are a great way to keep everything in place. You add a work item, create a sprint, add or delete a user, push items across status ...
Global Search
What is global search? Global search helps you refine your search results more accurately. Say, if you have hundred projects in your team and you require one particular task in a specific project. What will you do? You will manually search for that ...
Timesheet Reports
Tracking the time taken to complete the work items is easier now with the all-new Timesheet Reports. Benefits of timesheet reporting Compare the progress of the sprints and track the sprint that has recorded the maximum hours. Track the work item ...
Release burnup
Track all the completed points or the work items in your release daily using the release burnup report. Learn more on Burnup report. Navigate to Reports. Click Release Reports. Select Burnup. Select View By in the top-right corner to view the ...
Release burndown
Track the pending work items or estimation points for the work items in your release using the release burndown report. Using this report, you can track the progress of your release and the date in which your release will be completed. It works ...
Completed release
Track all the completed release in the project in the Release Reports section. Navigate to Reports. Click Completed Release in Release Reports. View all the completed release. Click Release Notes. Learn more.
Epic progress
Do you want to track the progress of your epics? Epic progress report helps you track the progress of an epic based on its associated sprints. Using this report you can choose a particular epic and track the number of open and closed work items in ...
Access privileges for reports
Reports ADMIN MANAGER MEMBER View all charts View all reports Team velocity option Compare sprints in burndown chart * * Compare sprints in burnup chart * * Select status in cumulative flow diagram Completed sprint * * Canceled sprint * * Release ...
Export reports
You can now export reports in the .png format and use them to foresee your upcoming progress. Navigate to Reports. Select a report from the left panel. Click the Other Actions icon next to the report. Select Export. Your report is automatically ...
Velocity chart
Understanding the velocity chart Velocity chart compares the committed and completed estimation points of closed sprints and measures your team's performance regularly. Measuring the average velocity The velocity of a sprint is calculated based on ...
Burnup chart
Understanding the burnup chart A burnup chart is similar to a burndown chart, it helps to track the actual progress of the team against the ideal progress. Track the completed estimation points on a daily basis. Compare the team's actual progress ...
Cumulative flow diagram (CFD)
Understanding the Cumulative Flow Diagram (CFD) The Cumulative Flow Diagram (CFD) tracks the progress of the team's work items according to their status. Every work item is tagged with a particular status in the sprint board, and the CFD represents ...
Burndown chart
Understanding the burndown chart From tracking the pending estimation points to achieving your sprint goal, the burndown chart helps your team manage time effectively. Track the pending estimation points on a daily basis. View how the sprint ...
Completed sprints
This is a consolidated report of completed sprints. This report displays the sprint name, start date, actual and planned end dates, and completed estimation points. It includes an archived view of all the completed sprints in your project, displayed ...
Canceled sprints
You can cancel the sprints that cannot be completed within the scheduled end date. How to cancel the sprint? You can cancel only the active sprints on your board. Navigate to Scrum Board. Select the sprint and click View Details. Click in the ...
Latency Chart
Do you want to track all inactive work items in your project? You can do so using the all-new Latency chart . How does the report track inactive work items? Latency Chart fetches all the work items that have been inactive for a period of three ...
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