Task Operations
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 ...
Assign Tasks to a Team
Zoho Projects allows you to assign teams to the tasks in your project. The Associated Team field helps you to bring together individual tasks of your project with your teams so that you can perform the tasks more efficiently. Benefits Assign tasks to ...
Status Timeline in task details page
Status Timeline helps to track the status of a task from the task details page. You can view the status in either a timeline view or list view according to your preference. Benefits Track task status visually. Know when and who updated the status. ...
Log Hours for Tasks
Time logs help track the time spent on a task. Users can log hours from the Classic and Plain views in the Task module inside a project. Benefits: Record time for activities Set billing type Send time logs for approval Add Time Log Navigate to either ...
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 ...
Task Reminders
Working on multiple tasks can be tedious and you can lose track of your work. Task reminders can help you stay on top of your work by sending timely emails. With task reminders in Zoho Projects, you don't miss a single task. Benefits: Set reminders ...
Recurring Tasks
Some tasks can be repetitive in nature. Manually creating a new task for every instance can be time consuming and frustrating. Zoho Projects allows users to add recurring tasks which will become active at a set schedule. Recurring tasks can be set ...
Set Work Hours for Tasks
Set work hours (planned hours) for your tasks to track time taken by users. The Planned VS Actual report can be used to measure performance. Work hours are also required for forecasting project costs. Benefits Track progress by measuring planned vs ...
Reopen and Reorder Tasks
Reopen a Completed Task Tasks can be marked as complete when a user is done working on it. Sometimes, users might need to rework on an already completed task. In such instances, a task can be reopened and the user can start working on it. Select in ...
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 ...
Clone Tasks
Parent tasks can be cloned to create new instances. Subtasks cannot be cloned. 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 ...
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 ...
Associate Blueprint to a Task
You can apply a blueprint to your tasks from the task details page. Apply Blueprint From Task Details Page Navigate to a task and click on it to view its details. Click in the top right. Click Associate Blueprint. Select a blueprint and then select ...
Task Custom View
Task custom view is an option to customize and filter your tasks based on specific criteria. For example, if an employee is assigned to the design department, they can customize their view to see all the tasks specific to the design department. ...
Task ID
Tasks and issues will have an auto-generated unique ID with a prefix. Unique IDs are efficient to track, identify, and search tasks. You can enable/disable the Task ID in Portal configuration. You can edit the task prefix when you edit a project. ...
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 ...

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