Assign Tasks to a Team | Online Help | Zoho Projects

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.


  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.

Edit Properties

  1. Click on a Task layout.
  2. Hover over the Associated Team field.
  3. Click on the Edit Properties option.
  4. By default, multiple team assignments will be enabled.
  5. You can select Single Select if you want to assign the task to a single team.
  6. Click Apply Changes.

Associate a Team

  1. Click Projects in the left navigation panel and navigate to your project
  2. Click Tasks, click on a name under Associated Teams choose the required option from the options available.
  3. Click Add Team, if you want to associate with a new team or you can select one from the existing teams. 
  4. If the task is already assigned to users other than the those in the selected team, they will be removed from the assignee.
  5. In the task details page, you will be able to view the Associated Teams and under Owner, you will be able to view the team members and you can select a user.
  6. In Tasks, multiple teams and users can be selected.
  7. When the Team members are chosen, you can choose a team from the drop-down.
  8. When a team is chosen from the option, if the task is assigned to any of the users in that team, it will be specified.
 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 I am 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.

See Also

    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 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

                  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

                                                      • Assign Issues to a Team

                                                        Zoho Projects allows you to assign teams to the bugs in your project. The Associated Team field helps you to bring together bugs in your project with your teams so that you can resolve the bugs more effectively. Benefits Track work items against ...
                                                      • Export Tasks

                                                        Tasks can be exported to an XLS or CSV file. Benefits: Tasks can be exported to XLS and CSV formats Custom fields can also exported File can be imported to other projects Export Tasks Without Filter and Custom Views Select a project and select the ...
                                                      • 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 ...
                                                      • 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 ...
                                                      • Is it possible to assign material and labour costs (hours) to tasks within a project?

                                                        No. You cannot assign material costs and labor costs (hours) for the tasks within a project.



                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                      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