Manage Task Lists | Online Help | Zoho Projects

Manage Task Lists

Edit / Delete a Task List

  1. Navigate to your project and click Tasks in the top panel.
  2. Ensure you are in the Classic view and hover over a task list.
  3. Click  to view options and select the Edit or Delete option.
    • When you edit, you can modify the task list name or change the associated milestone.
    • When you delete, the task list will be deleted with all its associated tasks.

Move Task List to Another Milestone

  1. Navigate to your project and click Tasks in the top panel.
  2. Ensure you are in the Classic view and hover over a task list.
  3. Click  to view options and select the Edit option.
  4. Select the new milestone under the Related Milestone field.
  5. Click Update.

Move a Task List to Another Project

  1. Navigate to your project and click Tasks in the top panel.
  2. Ensure you are in the Classic view and hover over a task list.
  3. Click  and select the Move option.
  4. Select the project from the drop-down and then click Move.
    • When you move a task list, the dependency between the tasks and other task lists is lost

Closed Task List

  1. Navigate to your project and click Tasks in the top panel.
  2. Click on the task view drop-down and select Closed Task Lists.

Reorder Task List

  1. Navigate to your project and click Tasks in the top panel.
  2. Click  . in the upper-right corner and choose Reorder Task List. Drag and drop the reorder icon  that is displayed when you hover over the task list.
    • Reordering helps you prioritize and rearrange the task lists based on your project needs at a later point of time. 
  3. Click Save Task List Order to save the new order.

Collapse Task List

  1. Navigate to your project and click Tasks in the  top panel.
  2. Click near the task column to expand the task lists and click to collapse task lists.

Flag your Task List as External

If your task list is not associated to any milestone or if you do not have any milestones, you can directly change the task list flag as External to collaborate with clients.

  1. Navigate to your project and click Tasks in the top panel.
  2. Ensure you are in the Classic View and hover over a task list.
  3. Click   and then click Edit Task List.
  4. Set the Task List Flag to External.
    • The External option is distinctly displayed next to the task list name, signifying that there are no associated milestones.

Make a Task List Template

  1. Hover over a task list name and then click .
  2. Choose Make As Template to save the task template.

Complete a Task List

You can complete a task list and move it to closed task list, so that you can track your deliverables.

  1. Hover over a task list name and then click .
  2. Choose Mark As Complete to close the task list along with its associated tasks.

However, if there are open task(s) in the task list that you wish to complete, a warning message about the open task(s) is displayed.

Task List Chart View

You can view pie chart reports for tasks in the list.

  1. Hover over a task list name and then click .
  2. Choose Chart View to view task list reports.

You can view the following reports: Tasks By User, Tasks By Status, Tasks By Priority, Tasks By Percent Complete, Budget Status and Budget Health.



See Also
    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


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                       
                      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

                                                                            • 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 ...
                                                                            • How do I reorder task lists within milestones?

                                                                              You cannot reorder task lists within milestones,  however, you can reorder the task lists in Tasks. Navigate to Tasks classic view click in the upper-right corner. Select the Reorder Task Lists option. Click the reorder icon () on the left of the ...
                                                                            • Task Budget

                                                                              Create budget at task level and track project budget as a sum of all task costs. The Project budget threshold will be calculated based on the task budget threshold. The threshold will be updated once every three hours. Click "Calculate now" on the ...
                                                                            • 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 ...
                                                                            • Apply Blueprint to a Task List

                                                                              Associate Blueprint to a Task List You can apply blueprint to the tasks in a task list. Hover over a task list name and click the customize task list icon. Click Associate Blueprint. Select the blueprint you want to apply.  Click Next. Map the ...
                                                                            Wherever you are is as good as
                                                                            your workplace

                                                                              Resources

                                                                              Videos

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



                                                                              eBooks

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



                                                                              Webinars

                                                                              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