Create 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
Add a Task List
-
Navigate to your project and click Tasks in the top panel and select the Classic view.
-
Click the drop-down option (
) on the Add Task button in the upper-right corner, and then click
Add Task List.
-
Enter a
Task List
name.
-
Choose a
Related Milestone
from the drop-down. When you choose an
Internal
milestone, the task list will be displayed only to the portal users. When you choose an
External
milestone, the task list will be displayed to the client users also.
-
Set a
Task List Flag
if no milestone is selected.
-
Click
Add.
Task List Flag
Task Lists can be marked as Internal or External.
Internal: Only portal users can access the task list and its associated entities.
External: Portal and Client users can access the task list and its associated entities.
External: Portal and Client users can access the task list and its associated entities.
Create a Task List from Existing Task Template
-
Navigate to your project and click Tasks in the top panel.
-
Click the drop-down option () on the Add Task button in the upper-right corner, and then click
Add Task List.
-
Click the Clone from Task Template
link. (You need not give a name for your task list here.)
-
If you don't want to choose from a template, you can click the Enter Task List link and get back to the normal mode.
-
If the tasks in the template meet a blueprint criteria, the matching blueprint will be applied to the tasks.
-
Pick a date in the Shift Date field.
-
This Shift Date helps you to automate the start date of the tasks when you create a task list template.
-
If you choose to start a task After 5 days from the Shift Date, then the actual start date of the task present in the respective task list template will be [Shift Date + Start After duration].
Create a Task List from a Project Template or Project
If you have already created task lists and set dependencies in your project or project templates, you can use them to create new task lists in your projects. The dependencies between tasks will be carried over to the project. However, if there are dependencies between more than 4 task lists in the project or project template, you will not be able to create a new task list.
-
Navigate to your project and click Tasks in the top panel.
-
Click the drop-down option () on the Add Task button in the upper-right corner, and then click
Add Task List.
- Click Clone from a Project or Project Template.
- Select the project template and the task list from the drop-down. Project templates associated with the current project layout will be displayed in the drop-down.
- Click Add.
Clone Task List from List View
- Navigate to your project and click Tasks in the top panel.
- Hover over a task list title and click the more actions icon(
).
- Click Clone.
- If the tasks in the existing task list has dependency, users will be prompted to make a choice.
Clone current task list: Clone the current task list without including dependent task lists.
Clone dependent task lists within the project: Clone current and dependent task lists. - Click Clone.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
Manage Task Lists
Edit / Delete a Task List Navigate to your project and click Tasks in the top panel. Ensure you are in the Classic view and hover over a task list. Click to view options and select the Edit or Delete option. When you edit, you can modify the task ...Task Kanban View
Kanban cards are an easy and dynamic way to create and visualize your workflows. Projects and tasks are visually arranged, so that every team member knows what’s required to be done at any time. Change Kanban View Kanban can be viewed by Status, Task ...How do I reorder task lists within milestones?
You cannot reorder task lists within milestones, however, you can reorder the task lists in the Tasks module within a project. Navigate to Tasks classic view click in the upper-right corner. Select the Reorder Task Lists option. Hover over a task ...Create Projects
Projects can be created newly or created from existing project templates. You can also create groups to classify the projects and manage the privileges of the other project users by making the projects private or public. Click to learn more about ...Create Task Dependencies in Project Templates
Setting dependency between tasks is the best way to track their progress. You will be able to set dependency between tasks of the same project in Project Templates . Know more about task dependency. Create Task Dependency From Tasks Navigate ...