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.
Reordering the task lists will affect all users in the project.

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.



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