Tasks | Online Help | Zoho Projects

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.

They can also organize tasks by grouping them by milestones or task lists. For ease of tracking, the List and Gantt views arrange tasks in chronological order, whereas the Kanban view presents them as cards. Users can add, edit, manage, assign, reorder, and export tasks within all views, respectively.
 

Use case


For example, as a product manager, you can navigate to your software development project. Add a task and title it as 'Backend Development'. Specify modules, required APIs, and performance benchmarks in the description. You can assign this task to the lead backend developer. Set a task dependency to make sure that the Frontend Integration task waits for the completion of the Backend Development task.

For any queries on API integration in the process, frontend developers can quickly consult the team by using Zoho Cliq from the task detail page. This will open a chat window for direct communication. If timelines shift, the lead developer can adjust the end date for the task. After finishing the backend, change the status to Completed, which will initiate the frontend integration task. Use the Kanban view to track the status of tasks and, if needed, export task data for stakeholder updates.


More Reads
Back to help

    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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Tasks

                                                                                                    The 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 to ...
                                                                                                  • Manage Tasks

                                                                                                    Efficiently handle tasks with unique IDs, customizable prefixes, and recurring task features. Set reminders, log hours, and manage work hours effortlessly. Import and export tasks, and reopen completed tasks when needed. Task ID Tasks and issues will ...
                                                                                                  • 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 ...
                                                                                                  • How to Add Tasks?

                                                                                                    Organize and manage your project workflow by adding tasks. Whether from the Overview or the List, Gantt, or Kanban views, you can easily add tasks. This feature lets you specify task names and descriptions, adjust fields, attach files, and assign ...
                                                                                                  • 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 ...
                                                                                                    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