Task and Task Lists | FAQ's | Zoho Projects

Task and Task Lists

Can I carry forward dependencies from task list templates when I create a new task list?

You cannot set dependencies in task templates. However, you can set dependencies in Project templates. When you create a new task list select Choose from project templates option and select a task list from the project template. The dependencies set in the task list of the project template are carried to the new task list.

Is it possible to add or assign client users to internal tasks?

No, it is not possible to add or assign client users to internal tasks.  Client users can only be assigned to tasks in external milestones or task lists.

For existing milestones, the flag can be modified by editing the milestone.

For existing task lists, the flag can be modified by editing the task list.

What is the difference between project template and task template?

  1. Project template, lets you create a sample template for the project, where you can add tasklist, tasks etc. When creating a new project, you can just choose the project template. This helps you save time and effort. Learn more.
  2. Task templates, lets you save your tasklists and its associated tasks. When creating new projects, you can reuse them and save your time and effort. Learn more.

How do I associate an existing task list to a milestone?

  1. Hover over a task list and click the other actions icon () on the left.
  2. Click on the Edit option.
  3. Select the milestone from the Related Milestone drop down.
  4. Click Update.
Users can add, edit and associate task list to a milestone only from the Classic view. 

How do I reorder my task list?

When you have a list of task lists and you want to set the priority for accomplishing each of them, then you can reorder the task lists according to your preference. Learn more.

How can I convert a task to a subtask and vice-versa?

Make a Subtask into a Task

  1. Hover over a subtask and click on the reorder icon ().
  2. Drag and drop the subtask outside its parent task. The subtask is converted to a parent task.

Make a Task into a Subtask

  1. Hover over a task and click on the reorder icon ) .
  2. Drag and drop the task over another task in the List view. The task is converted to a subtask.

Is it possible to share a task list that is not associated with any milestone with my clients?

Yes, you can share external task lists with clients. Learn more.

Do I have the privilege to delete tasks?

Only Portal OwnerAdminManager, and Task Owners can delete tasks.

How can I import the tasks from an MPP file format?

Tasks can be imported from an MPP file. Learn more.

Is it possible to assign material and labour costs (hours) to tasks within a project?

No. You cannot assign material costs and labor costs (hours) for the tasks within a project.

Can I add comments for a task via email?

Yes. You can add tasks and do more using email. Click here to learn more.

Can I move tasks between projects?

Yes, you can move tasks between projects. Here's how you can do it.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series

                                      • Digest

                                      • Functions

                                      • Meetups

                                      • Kbase

                                      • Resources

                                      • Glossary

                                      • Desk Marketplace

                                      • MVP Corner

                                      • Word of the Day

                                        Zoho Marketing Automation

                                          Zoho Sheet Resources


                                              Zoho Forms Resources

                                                Secure your business
                                                communication with Zoho Mail

                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times

                                                  Carry your calendar with you
                                                  Anytime, anywhere

                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now

                                                                  Zoho TeamInbox Resources

                                                                          Zoho DataPrep Resources

                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW

                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now

                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.

                                                                                                  • Related Articles

                                                                                                  • Task Lists

                                                                                                    Task lists in Zoho Projects allow users to group tasks and track progress. Users can create new task lists quickly using templates, set the visibility to internal external, set automated start dates, and keep track of the budget. A task list breaks ...
                                                                                                  • Add Task Lists

                                                                                                    Task lists are groups of related tasks. Each task list contains tasks and subtasks under it. Benefits: Group related tasks under task lists Mark a task list complete when associated tasks are completed Associate blueprints to task lists How do I add ...
                                                                                                  • Manage Task Lists

                                                                                                    Managing task lists is essential for successful project management. Access various task list actions. Learn how to access the details page, add comments, re-order task lists, create templates, and sort task lists. Edit Task List Navigate to your ...
                                                                                                  • Completion Percentage of Project, Milestones, & Task Lists

                                                                                                    Calculate your project, milestone, and task list completion percentage based on task and issue count or based on task percentage completion and issue count. Benefits Calculate project completion based on different parameters View completion in the ...
                                                                                                  • Task Templates

                                                                                                    Task Template is a set of tasks grouped under a Task List Template. This template can be used whenever a user wants to create a task lists with similar tasks. Add a Task List Template Click in the upper-right corner of the top navigation band. ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace



                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.

                                                                                                        Zoho Show Resources