Task Layout Rules - Business cases
Hello, Guys!
We are happy to meet you all in this community post and hope all are doing great. We are here to share a bunch of use cases in a series under various features with you. All the existing users of Zoho Projects can view the cases and let us know your suggestions, business cases too so that others in the Community can learn the experiences
.
The first Use Case in the series is going to be on the latest addition Tasks Layout Rules
.
We all know when it comes to a project, there will be a lot of tasks that have to be worked on by different users across various teams. For such tasks, besides the default fields, we give additional details in the form of custom fields and fill in the appropriate values in them.
Howsoever, there are circumstances where only certain fields should be visible to the users based on the nature of the tasks.
To define the visibility of custom fields, have multiple layouts associated with a project, we got an option for you all. Yes, it is Layout Rules for Tasks. Rules can be created Conditional or Dependent.
Let’s see them as some of the common business cases.
Howsoever, there are circumstances where only certain fields should be visible to the users based on the nature of the tasks.
To define the visibility of custom fields, have multiple layouts associated with a project, we got an option for you all. Yes, it is Layout Rules for Tasks. Rules can be created Conditional or Dependent.
Let’s see them as some of the common business cases.
Case 1
:
Conditional rule: Show sections
Task name: Architectural design
Users from the Engineering team and the Marketing team are going to work on a project. We have different tasks for each team. In Architectural design task, only Design related fields should be displayed. To achieve this, we are going to make a common field ‘Process name’ comprising of different processes like Design, Sales, Marketing, etc. Upon selecting 'Design' under 'Process name', the respective section along with fields should be unveiled.
Process name: Design: Show section:
Web app interface
Process name: Sales: Show section: Pre-sales & Post-sales
Process name: Sales: Show section: Pre-sales & Post-sales
Condition 1: Show section
Case 2
:
Show fields
Task Name: Feature release announcement
Task Name: Feature release announcement
In this task, there are specific Marketing related fields from one section to be shown up. From the Common field 'Process name', let’s choose 'Marketing'. Among multiple custom fields, the condition is to display only three fields - Product Promotion method, Announcement, Blog URL. In addition, we can mark the highly important fields as mandatory and also disable the unwanted fields.
Condition 2: Show fields
Add Task
Case 3
:
Dependent rule
Having a field as Primary, you can link the values of this field with the values of some other field.
If Approval Process is Design Approval, 'Approver' field should have values as Deepika, Saranya and Harshini.
If Approval Process is Content Approval, 'Approver' field should have values as Mack, Michael.
Dependent Rule
Case 4:
Multiple Task Layouts for a single project
Have you come across a need where there are multiple Task Layouts created for various purposes and you want all of them to be associated with a project?
Then undoubtedly, the Layout Rules feature is for you. Using the above conditions, select the set of sections and fields to be applied for individual tasks. Click here to know more details.
Note
:
Layout Rules for Tasks feature is supported only in the latest Enterprise plan.
I’m sure you all have got various scenarios in your business to define and manage custom fields. So, try to create your own rules for task layouts and share them with us :)
Monica
Zoho Projects
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Monica P
Graphic Rhythm
Vladimir Rüntü
Kurt M
Deniz
Sticky Posts
Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happyAutomation Series: Auto-update Phase Status
Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate yourAutomate Timesheet Approvals with Multi-level Approval Rules
Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated toAccessibility Spotlight Series - 1
Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
AI feature in Zoho Desk suggesting answers based on past ticket threads
Hi I would like to suggest something that would be very useful : instead of suggesting answers based on the Knowledge Base, I think it would be great if Zia could analyze the history of all customer and agents threads, to suggest answers in new tickets.Advanced Customization of the Help Center using JavaScript
Hello everyone, The Help Center in Zoho Desk can be customized by using HTML and CSS to provide structure and enhance the page's appearance—but what if you want to add interactive and dynamic elements? You can add these effects with JavaScript, a programmingIntroducing Zoho POS for the Kingdom of Saudi Arabia
Hey everyone, We are excited to kick-start December with a completely personalized edition of POS for retail businesses in Saudi Arabia to help run your operations with ease. It offers four different subscription plans—Free, Standard, Professional, andUnveiling Zoho Sites 2.0 - A new dimension in website building
Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.Script Editor not an option
I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.Not able to link email text.
Kindly check Zoho Sites. I am unable to turn a text into a email link. The save button does not work. Kindly try yourself to see it not responding to save.Migrate data from old to new account
Hy, Have one Old Zoho Notebook Account with Data , want to migrate that whole Data to New Zoho Notebook Account which is in Zoho One . Is that possible ? If Yes then how?Zoho Analytics Regex Support
When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.Add Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! ChadPricing Strategies: #1 Nuances in Pricing
When Clara first opened her digital printing shop, pricing was simple. She sold handmade greeting cards, planners, business cards, and other physical items at fixed label prices, individually and in bulk. One SKU, one price, one bill, and that's all it[Free Webinar] Learning Table Series – Education Management in Zoho Creator
Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,Move attachments from one module to another with Deluge
I have created a button that works just like the convert button for my custom modules. I would like this custom function to move any attachments in this record to the new module. I can't seem to find any documentation on how this can be accomplished.Help in function code
Hi, could someone look at the code below and tell me what 's wrong with it? After a deal creation or edition the code should find the related Account, than all open Deals for that Account and copy the field Total_Open_Deals from the Account record toAutomation Series: Auto-update Phase Status
Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate yourhow to add subform over sigma in the CRM
my new module don't have any subform available any way to add this from sigma or from the crmZoho Projects - Project Details on the Project Menu
Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.Zoho Projects - Add Feed to Project Tabs
Hi Projects Team, I'm working on a lightweight communications requirement for one of my customers in relation to communicating with their client users via Zoho Projects. I noticed that the Feed is only available in the Collaboration section, but you canFlow - Fetch info from drop down in another module
I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for thisShow unsubscribed contacts ?
Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)Zoho Developer Community Hackathon 2025 is LIVE!
Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, thisConverted Leads Not Showing in Lead Reports
Converted leads are not showing in the Lead reports. How can I make converted leads visible in the report,Text widgets in dashboards
Having a text widget in a dashboard would help immensely. It would allow adding links to related documents, relevant CRM views, etc. It would allow adding explanations of the data displayed in the other widgets, about how to interpret them or about filtering.[Webinar] Zoho Writer for content creators and publishing houses
Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:Adding Reports to Portals
Is there a way to add Reports to portals so only the user can see report templates relevant to them?How to assign one Manual to multiple Spaces?
Hello, I have two spaces, one called tech knowledge and the other one called HR knowledge. I have a manual that is called HR tech. I want to assign this manual to HR knowledge and tech knowledge. How should I do that?Introducing VeriFactu Support in Zoho Books
Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de AdministraciónHow can I assign courses to Spaces?
How can I make courses show up here in this space?:When will Zoho Learn be able to support SCORM files on the mobile app?
When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I willAnnouncing new features in Trident for Windows (v.1.35.6.0)
Hello Community! Trident for Windows just got better with an update that makes working with your emails even more efficient. Let’s dive into what’s new! Work with PST files more efficiently. You can now do more than just view mounted PST files. You canMarketing Tip #9: Track your traffic sources
Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your topGoogle Analytics import data inaccurate (as of October 11, 2025)
We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward isPrevent accidental duplicate entry of Customer Ordersome
Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platformsZoho Books | Product updates | November 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax DigitalInsert Image into Notebook page
Prior to today, I could add images to my notebook pages. Today when I tried to do this I got an error message that said something like, "There's been a problem on our end. Try again later." So, I've tried all the ways I know how, but I can't insert an【開催報告】名古屋 ユーザー交流会 Vol.2 2025/11/21 Zoho Analytics / Inventory で実現する在庫の"未来予測"
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 11/21(金)に名古屋 ユーザー交流会 を開催しました。 本投稿では、当日実施したセッションの様子及び投影資料をお届けします。 会場にて参加できなかった皆さまも、ぜひご参照ください。 （Zoho 社員セッションの登壇資料については、11/28(金)開催の東京回の開催報告で共有いたします） 今年2回目の開催となる名古屋 ユーザー交流会では、株式会社エンツナクリエイト 野末さんによる Zoho Analytics / InventoryIs there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?
Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This wouldImproved RingCentral Integration
We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.Edit Pinned Comments in Zoho Desk
It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.Updating Secondary Contact (CCs)
We use Zoho Forms to capture the user request and integrated with Zoho Desk to raise tickets. Active Microsoft login is captured in our Zoho forms and registered as Primary contact in Zoho desk ticket. We also an have an option to raise ticket on behalfblank page after login
blank page after logging into my email account Thanks youNext Page