Work Overview - Tasks | Online Help | Zoho Projects

Tasks

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.
    Comments:
    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

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