Assign Tasks to a Team | Online Help | Zoho Projects

Assign Tasks to a Team

Zoho Projects allows you to assign task to the teams in your project to perform the tasks more efficiently.

Benefits

  1. Assign tasks to multiple users as a team
  2. Filter tasks by assigned team

Feature Availability

Feature Availability: Enterprise plan

Add the Associated Team Field to a Layout

  1. Click  in the upper-right corner of the top navigation bar.
  2. Navigate to Customization > Layouts and Fields > Tasks.
  3. Associate Team field is listed by default.
  4. If removed, it can be added again from the Available Fields tab.

This field is a removable default field.

Assign Team(s) / User(s) to Tasks

Associate Team in List/Gantt view

  1. Select a project from the Recent Projects section or from the Projects tab in the left navigation panel.
  2. Click the Tasks tab in the top band and open the List/Gantt view.
  3. Check the box to the left of any task to select the task, then select Associate Team from the options.
  4. Alternatively, click on the cell corresponding to the task in the Associated Team column.
  5. Select the Team from the drop-down and click Save.
  6. If Associated Team is not available in the Task Detail page:
    1. Click    in the upper-right corner of the top navigation bar.
    2. Navigate to Customization > Layouts and Fields > Tasks. Associate Team field is listed by default.
    3. If removed, it can be added again from the Available Fields tab.
This field is a removable default field.

Associate User in List/Gantt view

  1. Select a project from the Recent Projects section or from the Projects tab in the left navigation panel.
  2. Click the Tasks tab in the top band and open the List/Gantt view.
  3. Scroll to the Owner column, click the user icon, and choose users from the drop-down.

Associate Team in Kanban View

  1. Select a project from the Recent Projects section or from the Projects tab in the left navigation panel.
  2. Click the Tasks tab in the top band and open the Kanban view.
  3. Hover over a task, check the box next to the task title, and select Associate Team from the options.
  4. Select the team from the drop-down and click Save.

Associate User in Kanban View

  1. Select a project from the Recent Projects section or from the Projects tab in the left navigation panel.
  2. Click the Tasks tab in the top band and open the Kanban view.
  3. Click the user icon in the bottom tray and choose users from the drop-down.
 This action will be available in Add Task form, Task Details, Task List Views, Inline Edit as well as bulk update.

Update Field in Blueprint

  1. Navigate to  > Task Automation > Blueprint.
  2. Click on an existing Blueprint or create a New Blueprint.
  3. You can add Associated Team in Criteria.
  4. Before a Transition, Under Users, you can select multiple or single Associated Teams.
  5. During Transition and After Transition, you can update the Associated Teams field.
  6. The members of the selected teams will be able to perform the transitions.

Email Templates

  1. Navigate to  > Task Automation > Email Templates.
  2. Click on Add Email Template.
  3. Under Subject and Insert Placeholder field you will be able to add Associated Teams.

Email Alerts

  1. Navigate to  > Task Automation > Email Alerts.
  2. Click on Add Email Alert, under Notify users you can select Associated Team.

Task Notifications

  1. Navigate to  > Personal Preferences > Personal email.
  2. If a user subscribed to the notification for the tasks Assigned to me / my team, they will receive the notification if the task is associated to their team.
  3. Another notification Associated to team will be added in Task Notifications.

Custom View

  1. Select a project from Recent Projects or the projects list view.
  2. Click on the Tasks tab in the top navigation band.
  3. Click on the views drop-down and then click + Create Custom View.
  4. Select the Associated team criteria for your view.
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