Create Tasks | Online Help | Zoho Projects

Create Tasks

Create a Task

  1. Select a project from the Recent Projects section or from the Projects tab in the left navigation panel.
  2. Click on the Tasks tab in the top band to open the Classic or Plain view.
  3. Click Add Task in the upper-right corner. 
  4. Enter the Task Name.
    • Select a Project when submitting from Work Overview > Tasks.
  5. Add a description.
    • If your project has mandatory custom fields then you must enter data for these fields before you can save the task.
  6. Select a Task List.
  7. Add attachments if necessary.
  8. Select a Task Owner to assign the task.
  9. Enter other task information.

  10. Click Add. Click Add More to continue adding tasks.
  11. Click Save and Add to Zoho Sprints to add this task to Zoho Sprints. This requires Zoho Sprints integration.
  • In Task List choose a task list from the Internal option if you want to display the task only 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 also add tasks using the Add Task link. In addition, you can create tasks right within the Home  page. To do this, click View More in My Tasks.

Annotate Files

Users can annotate their attachments.
  1. Add an attachment by clicking Drop files or add attachments here.
  2. Select a file and click Attach Files.
  3. Hover over the attached file and click the Annotate icon ().
  4. Use the annotate tools to markup the file.
  5. Click Done.

Default Billing Type

Users can set default billing type for tasks by adding "Billing Type" field in the task layout and fields. Billing type can be, None, Billable or Non-Billable. If the user selects "None", then the default billing status of the project will apply.
  • To set duration for a task instead of End Date, click Enter Duration and enter the number of days in Duration.
  • 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.

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