Work Overview - Tasks | Online Help | Zoho Projects


The  Work Overview - Tasks section lists down all the tasks in a portal. By default, users will view all open tasks assigned to them across all the projects. Users can also select other default or custom views using a drop-down. In the Classic view, the tasks are organized by their respective projects. The Plain view lists all the tasks in a chronological order, while the Kanban view displays tasks in the form of cards. Additionally, users can also add tasks from each of these views.

Setting a View as Default

  1. Navigate to Work Overview > Tasks on the left navigation panel.
  2. Click on the view selector drop-down.

  3. Hover over a view.
  4. Click on the icon to set a view as default.
    User will land on this view every time they access the Work Overview - Tasks section.

Add a Task

  1. Navigate to Work Overview > Tasks on the left navigation panel.
  2. Click on the Add Task button.
  3. Select a project from the drop-down.
  4. Add a Task name.
  5. Select an Owner to handle the task.
  6. Fill in the other fields (both default and custom fields will be shown on the form) and then click Add.
  7. Click Add More to add more tasks.

Customize Columns

The columns displayed in the issue Classic and Plain view can be customized.
  1. Click on the customize column icon ().
  2. Toggle the relevant columns.
  3. Click Save.

Custom Views

Users can create customized views and save them for quick reference. For eg, user can view all high priority tasks assigned to them as a default view.
  1. Navigate to Work Overview > Tasks on the left navigation panel.
  2. Click on the default views drop-down.
  3. Click Create Custom View.

  4. Select criteria for the custom view.
    Users can select multiple criteria. The custom view will display issues if they match the criteria.
  5. Select the AND operator if all the criteria are to be TRUE. Select OR operator if either of the criteria is to be TRUE.
  6. Enter a custom view name.
  7. Enter a description.

  8. Check the Customize Columns to be Displayed option to select fields that are to be displayed in this view.

  9. Use the Share Custom View option to enable this view for all users or specific users. Unchecking this option will enable this view only to the user who creates the view.
  10. Use the Accessibility option to select projects that can use this custom view.
  11. Click Save.

Task Details

  1. Click on a task to view its details. Users can edit the default and custom fields here.
  2. Scroll the task details page to add additional information to the task.
    Add comments and keep the conversation going
    Subtasks: View and add subtasks
    Log Hours: Add time logs
    Documents: View and attach documents
    Forums: Associate forum posts
    Dependency: View and set dependency between tasks
    Status Timeline: View status timeline of the task
    Issues: Associate issues to the task
    Activity Stream: Track all the activities of the task
    Extensions: Click to view extensions installed in your portal.

See Also
Task Dependency

    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

                        Still can't find what you're looking for?

                        Write to us:



                            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 SalesIQ Resources

                                                      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

                                                                                          • Related Articles

                                                                                          • Export Tasks

                                                                                            Portal users can export tasks XLS or CSV file. Users can select the specific task view (default or custom) and also choose the columns they want to export. Benefits: Tasks can be exported to XLS and CSV formats Custom fields can also exported File ...
                                                                                          • Clone Tasks

                                                                                            Clone Tasks From List View Hover over a task and click the edit icon . Click on the Clone option. Update the number of instances and then click Clone. Zoho Projects will create new instances of the task. Clone Tasks From Details Page You can also ...
                                                                                          • Update Tasks

                                                                                            If you want to edit the details of your task, you can edit and update it in a single click. Enable Update Option Here is the update option that can be handy. Just, select the checkbox next to the task and enable the Update option. You can update ...
                                                                                          • Manage Tasks

                                                                                            Edit or Delete a Task You can edit the task in Classic, Plain, and Kanban view. You can modify task details such as task comments, description, subtasks, log hours, documents, forums, and so on. Select a project from the Recent Projects section or ...
                                                                                          • Create Tasks

                                                                                            Create a Task Select a project from the Recent Projects section or from the Projects tab in the left navigation panel. Click on the Tasks tab in the top band to open the Classic or Plain view. Click Add Task in the upper-right corner.  Enter the Task ...
                                                                                          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