Task Template in Zoho Projects

Task Template in Zoho Projects

Hi Zoho Team,

One of the key challenges in project management is the repetitive nature of tasks. Many projects involve similar activities that need to be replicated multiple times. With a Task Template feature, Zoho Projects can enable users to create pre-defined task templates (NOT a task list, just one task) that encompass all the necessary information, such as task name, description, assignees, due dates, and dependencies. This would save users valuable time and effort by eliminating the need to manually recreate similar tasks from scratch repeatedly.

As a dedicated user of Zoho Projects, I believe that the introduction of a Task Template feature would elevate the platform to new heights. The ability to create pre-defined task templates would streamline task creation, enhance project planning, and foster consistency across projects. Customization options and seamless integration with other Zoho apps would further enhance the overall user experience. By embracing the Task Template feature, Zoho Projects can continue to be at the forefront of project management tools, empowering businesses to achieve their goals efficiently and effectively.
    • Topic Participants

    • Joël

    • Sticky Posts

    • Four types of task dependencies

      "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
    • Tip: How to print the Gantt View

      Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
    • Task and Project numbering

      Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
    • Task Inline Editing Enhancement

      Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.
    • Blueprint in Zoho Projects

      Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define.    How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the