How to Add Tasks? | Online Help | Zoho Projects

How to Add Tasks?

Organize and manage your project workflow by adding tasks. Add tasks from the Overview or the List, Gantt, or Kanban view.

Add tasks from Overview

  1. Navigate to Overview and select Tasks on the left navigation panel.
  2. Click Add Task in the upper-right corner.
  3. Enter the Task Name and add a Description.
  4. Click Add or click Add More to continue adding tasks.

Add tasks from List view

  1. Select a project either from the Recent Projects section or the Projects tab in the left navigation panel.
  2. Navigate to the Tasks tab in the top band and open the List view.
  3. Click Add Task in the upper-right corner, and enter the Task Name.
  4. Add a Description and complete any mandatory custom fields to save the task.
  5. Select a Task List, add attachments if necessary, and assign a Task Owner.
  6. Enter other task data under Task Information.
  7. Click Add or click Add More to continue adding tasks.
 
In Task List, you can choose a task list from the Internal option if you only want to display the task to your portal users. However, if you want to collaborate and display the task with client users, you must associate a task list from the External option.

You can set the default billing type for tasks by adding the Billing Type field in the task layout and fields. The billing type can be None, Billable, or Non-Billable. If you select None, then the default billing status of the project will apply. To set the duration for a task instead of an end date, click Enter Duration and enter the number of days.

If the Start Date of the recurring task occurs on a holiday or a weekend, the previous working day is automatically set as the start date. This option is enabled only if the recurring frequency of the task is set to Monthly or Yearly.

Add tasks from Gantt view

  1. Select a project from the Recent Projects section or the Projects tab.
  2. Click Tasks in the top band, open the Gantt view, and click Add Task in the c.
  3. Enter the Task Name and Description, select a Task List, and enter the Task Information.
  4. Click Add or click Add more to continue adding more tasks.

Add tasks from Kanban view

  1. Select a project from the Recent Projects section or the Projects tab.
  2. Click Tasks in the top band and open the Kanban view.
  3. Click  to add a new task within the respective Task List.
  4. Enter the Task Name to add the task automatically. Then, click on the task to enter its information in the details page.

Add tasks from Task Template

  1. Click () in the upper-right corner of the top navigation band.
  2. Navigate to Customization and select Task Templates.
  3. Click Create a Task List Template in the upper-right corner to add a new task list template.
  4. Hover over Task List Template and click Add Task.

Add tasks from Task List Detail page

  1. Navigate to your project and click Tasks in the top panel.
  2. Select the List / Gantt view.
  3. Hover over a task list and click the  icon. Then select Open Details.
  4. Click Tasks from the Detail page and click Add Task.

Add tasks from Workload Reports

  1. Click Projects in the left navigation panel and navigate to your project.
  2. Click Reports in the top navigation band.
  3. Select the Workload Report from the drop-down.
  4. Click  on the chart for any user in the desired timeline.
  5. Enter the Task Name and Description, select a Task List, and Enter Task Information.
  6. Click Add or click Add more to continue adding more tasks.

    Access your files securely from anywhere

      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 CRM Training
        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


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            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 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

                                                                                                              • Tasks

                                                                                                                Tasks listing page Within the task listing page, you can perform the below actions. Add Tasks Click the icon at the top right to add new tasks to the project. Group and Sort Tasks Click the icon at the top. Tap on Sort. Select a group by criteria. ...
                                                                                                              • Tasks

                                                                                                                The Tasks section displays a comprehensive list of tasks within a project. By default, the section shows users all open tasks in the List view. Users have the option to switch between different views—either default or custom—through a drop-down menu. ...
                                                                                                              • Tasks

                                                                                                                The Work Overview - Tasks section provides a comprehensive view of all open tasks across all projects in a portal. Users can customize their view using a drop-down menu and choose between List, Gantt, or Kanban views. The List and Gantt views allows ...
                                                                                                              • Tasks in Google Calendar and Google Tasks

                                                                                                                Zoho Projects provides an easy option to automatically add tasks created in Zoho Projects into your Google calendar or Google tasks. Add to Google Calendar and Add to Google Task options are available only if you have synced Zoho Projects with your ...
                                                                                                              • Gantt Chart View - Tasks

                                                                                                                Gantt charts are visual representation of activities on a timeline. This allows project managers to have an overview of the tasks and help understand the sequence to be followed. It also helps users to understand the dependencies between various ...
                                                                                                                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