Update Tasks | Online Help | Zoho Projects

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 tasks one by one or in bulk. You can close, prioritize, assign or un-assign the task owner, associate issues, change billing type or move tasks to another task list.

  1. Navigate to the task Classic or Plain view inside the project.
  2. Select multiple tasks to highlight the update options.
  3. Select a field to update it.
  4. The changes will be applied to all the tasks selected.
Bulk updating in plain view will reflect only in those projects where the custom field is associated. Updates to default fields will reflect in all projects.

Bulk Update Dates

  1. Navigate to the task Classic or Plain view inside the project.
  2. Select multiple tasks to highlight the update options.
  3. Click Start Date or End Date.
  4. Select the new date. The start or end date will be saved.
The following conditions apply for bulk update of dates:
  1. A maximum of 30 tasks can be updated in classic view.
  2. For dependent tasks: Only the parent task date will reflect the new date. Dependent tasks will be updated based on the dependency and lag and lead time.
  3. For roll up tasks: If both parent and subtasks are selected for bulk update of start date, the date will be updated for the main parent task. If both parent and subtasks are selected for bulk update of end date, the date will be updated for the bottom-most subtask.
  4. When bulk updating dates in plain view, if the selected tasks belong to multiple layouts, then the values of the layout associated to the tasks will get updated.

Bulk Update of Task Owner

Task owners can be updated in bulk. Zoho Projects provides multiple options for updating task owners.
  1. Navigate to the task Classic or Plain view inside the project.
  2. Select multiple tasks to highlight the update options.
  3. Click on Owner. Multiple options will be displayed.
    Replace Task Owners: The users selected here will replace all the existing task owners if any.
    Add Owners: Users selected here will be added as task owners. Existing task owners will not change.
    Switch Task Owners: Select a task owner to be switched out and replaced by a new task owner.
    Unassign Tasks: Tasks will be marked as unassigned.
    Unassign Selected Owners: The users selected here will be removed as tasks owners.

Edit Tasks Inline

Inline editing allows you to edit a task directly in the page you view, instead of editing in a separate page. You can edit the text in the same page where it is displayed. If you have created a task without specifying some fields like Start Date, Duration and so on, you can later make changes directly in the task row without opening the task. To add a start date for a task, you just need to click the down arrow and select the date.


See Also

    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                                



                            





                          Manage your brands on social media




                              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

                                                                                          • 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 ...
                                                                                          • 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 ...
                                                                                          • Workflow Rules for Tasks

                                                                                            Workflow rules help you to organize the tasks more efficiently by setting criteria and actions that meet your project requirements. For the Workflow Rule to work, you need a trigger that executes the rule and an action that is carried out ...
                                                                                          • Custom Functions for Tasks

                                                                                            Automate your tasks workflow using Custom Functions. A custom function is a software code that can be used to automate a process. In Deluge, you can write your own function and call it from one or more Workflow rules. It is similar to Javascript's ...
                                                                                          • Webhooks for Tasks

                                                                                            Webhooks facilitate automated HTTP notifications to third party applications from Zoho Projects. Webhooks allow you to send real-time data from one application to another whenever an event occurs. Using Webhooks, you can configure your own HTTP URLs ...
                                                                                          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