Getting Started Guide

Zoho Sprints integration

Teams working on a project either follow the waterfall or the agile model to manage their work. Some teams may require the traditional and other teams require an iterative model to deliver the tasks. Teams can better manage their project by integrating these two methodologies. Our Zoho Projects and Zoho Sprints integration helps teams optimize their processes based on dual methodologies. 

Configure Zoho Sprints integration

  1. Click on the top band.
  2. Navigate to Marketplace > Zoho > Zoho Sprints.
  3. Click Configure.
  4. Select your Zoho Sprints portal from the drop-down and click Map Portal.

Zoho One users should ensure that both the portals are part of the same org.

Sync a new project with Zoho Sprints

  1. Navigate to your portal.
  2. Click on Projects in the top band.
  3. Click New Project.
  4. Enter the project details.
  5. Check the Add project to Zoho Sprints option.
  6. Click Add.
  • Title, description, owner, users, start & end dates, and status fields alone will sync with Zoho Sprints.
  • You cannot enable roll-up if you add the project to Zoho Sprints and vice-versa.
  • Updating project owner when you edit a project will not sync with Zoho Sprints.
  • When you create a project using a project template, the users will sync with Zoho Sprints. However, tasks in the project template will not sync automatically.

Sync an existing project with Zoho Sprints

  1. Navigate to a project.
  2. Click on Dashboard on the left panel.
  3. Click on in the top right corner.
  4. Select Edit Project.
  5. Check the Add project to Zoho Sprints option.
  6. Click Update.

Projects with roll-up option enabled cannot be added to Zoho Sprints.

View sprint details from dashboard

  1. Navigate to a project.
  2. Click on Dashboard on the left panel.
  3. View sprint progress and work item count from the dashboard.
  4. Click Sprints dashboard to go to your sprints portal dashboard.

Sync tasks with Zoho Sprints

  1. Navigate to a project and access the Task module.
  2. Click on Add Task.
  3. Enter the task details and click Save and add to Other Apps.
  4. Toggle the Add to Zoho Sprints option.
  5. Enter the Estimation Point.
  6. Select Item Type.
  7. Select a Sprint Name. If you don't select a sprint, the task will be added to the backlog.
  8. Enter details in the mandatory custom fields.
  9. Click Add.
  10. Navigate to task details page and click on the sprints icon  to view the work item. Click on the work item to view the item detail in Zoho Sprints.
  11. Scroll to the Sprint Details section to view sprint name, item type, item status and estimation points.
  • Task title, description, attachments, owner, start & end date, comments, log hours, and task activities will sync with Zoho Sprints.
  • Task custom field values can be viewed in Zoho Sprints.
  • Subtasks will be added as a new item in Zoho Sprints. Subtasks will not be mapped as a sub-item.
  • Existing tasks can also be added to Zoho Sprints. Open the task details page and click  and then click Add to Zoho Sprints.
  • You can bulk add upto 25 tasks to Zoho Sprints. Navigate to task Classic or Plain view and click Add To Sprints among the bulk update options.

Add a sprint from Zoho Projects

Once you configure the integration, Zoho Sprints tab will appear on the left panel.

  1. Click on the Zoho Sprints tab.
  2. View sprints and backlogs from this screen. Click on a sprint or backlog to view sprint dashboard. You can start or complete a sprint from the sprint dashboard.
  1. Click on Create Sprint.
  2. Enter sprint details and click Add.
  3. Hover over a running sprint and click on View board. This will open the sprint board.

View sprint reports

You can view sprint reports from the Gantt & Reports section in Zoho Projects.

  1. Navigate to a project.
  2. Click on Gantt & Reports on the left panel.
  3. Click on Agile Reports tile.
  4. View various sprint reports.

Sync log hours with Zoho Sprints

  1. Navigate to a task in a synced project.
  2. Click on the task to view task details.
  3. Click on log hours tab.
  4. Enter log hours and save.
  5. View time logs from Zoho Sprints.
  • Time logs, billing status, owner, time log notes will be synced with Zoho Sprints. Only approved log hours will sync with Zoho Sprints.
  • Timers are independent in both the products. However, when a timer is stopped the time log will sync between Zoho Sprints and Zoho Projects.
  • If a task is assigned to a user in both Zoho Projects and Zoho Sprints, the user can start the timer in only one application.

Timesheet approval settings in Zoho Project and Zoho Sprints will affect the sync behavior as below:

Zoho Projects Timesheet approval processZoho Sprints Timesheet approval statusBehaviour
Submit without ApprovalApproved
  • Log hours are synced once submitted.
  • If log hours are rejected in Zoho Sprints, they will be deleted from Zoho Projects.
Submit with ApprovalApproved
  • If log hours are approved in Zoho Projects, they will be synced with Zoho Sprints.
  • If log hour is moved to pending state in Zoho Projects, it will be deleted from Zoho Sprints.
  • Log hours submitted in Zoho Sprints are synced immediately.
Submit without ApprovalPending
  • Log hours submitted from Zoho Projects are synced immediately.
  • If log hours submitted in Zoho Sprints are approved, they will be synced with Zoho Projects.
  • If log hours are deleted in Zoho Sprints, they will be deleted from Zoho Projects.
Submit with ApprovalPending
  • Log hours are synced irrespective of the status

Sync users with Zoho Sprints

Users who are part of a synced project will be added to Zoho Sprints in a pending inactive state. The Zoho Sprints admin can activate users, but users have to accept the invite sent via email. All users, irrespective of their role in Zoho Projects, will be added as members in Zoho Sprints. Zoho Sprints admin can change their roles. Client users will also be synced as a member in Zoho Sprints. Users added in Zoho Sprints will not be added to Zoho Projects automatically.

 

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