Tasks | Online Help | Zoho Projects mobile app

Tasks

Tasks listing page 

Within the task listing page, you can perform the below actions.

Add Tasks      

Click the   icon at the top right to add new tasks to the project.

Group and Sort Tasks  

  1. Click the icon at the top.
  2. Tap on Sort.
  3. Select a group by criteria.
  4. Select the sort criteria.

View Tasks 

You can view the tasks in the Plain, List, or Kanban view.
  1. Click the icon at the top.
  2. Choose a view.

Search Tasks  

Click the icon at the top to carry out a search for a task. All the relevant task will be displayed.

Filter Tasks  

Declutter and view specific tasks using the Filter option. For example, it allows you to view only tasks that are assigned to a specific owner.
  1. Click the icon in the Tasks listing page.
  2. Choose the filter criteria.
  3. Click Apply. 

Change Task Status 

Click the checkbox available beside each task in the task listing page to change the task status.

Task details view 

Below are the task details that will be covered in the details page of the task.

Business card view of task   

This view shows the task name, task prefix, tags, user assigned, tags, task status, due date, and priority of the task. You can also update the status, due date, priority, tags, and user by clicking the respective information.
 
The below details will be covered in the business card view:
  1. Task name
  2. Task prefix
  3. Tags
  4. Task owner
  5. Task status
  6. Due date
  7. Priority
Notes
 The fields displayed in the business card view can't be customized.

Edit Task  

  1. Click the  icon at the top.
  2. Update the necessary fields.
  3. Click Save. 

Follow Tasks

Follow the tasks to get task updates quickly.
  1. Select the task that you want to follow.
  2. Click the icon at the top right.
  3. Select Follow.

Move Task    

You can move a task from one task list to another using this option.
  1. Select the task that you want to follow.
  2. Click the  icon at the top.
  3. Choose a task list.
  4. Click OK to confirm your action.

Delete Task

  1. Select the task that you want to follow.
  2. Click the icon at the top.
  3. Select Delete.

Copy URL 

  1. Select the task that you want to share or copy the URL.
  2. Click the icon at the top.
  3. Click Copy URL.

Subtasks  

All tasks related to a parent task can be added as subtasks.
  1. Create a new subtask by clicking the icon beside Subtasks.
  2. Enter the subtask information.
  3. Add attachments, if needed, by clicking the attachments icon.
  4. You can update the status of the subtask by clicking the checkbox beside the subtask name.
  5. Click on the subtask to view the details of the subtask. You can update the subtask details from the subtask details page.

Comments  

View existing comments and add new comments from this section.
  1. Add new comments by clicking the icon beside Comments.
  2. Enter your comments.
  3. Add attachments, if needed, by clicking the attachments icon.
  4. Click Done at the top right to save the comment. 

Log hours  

View the existing log hours and add new log hours from this section.
  1. Add new log hours by clicking the icon beside the Log hours section.
  2. Enter the log information.
  3. Click Save. 

Documents 

View all documents related to this task from this section.
  1. Add new documents by clicking the icon beside Documents.
  2. Choose the attachment type (Files, Scan documents, Photo library, or Take photo).
  3. Choose the required file.
  4. Click Done. 

Dependency 

  1. Add a dependency by clicking the icon beside Dependency.
  2. Select a task.
  3. Select a view type (Predecessor/Successor).
  4. Select a dependency.
  5. Add lag time if required.
  6. Click Save.
If there is an existing dependency, you can view it from this section. Remove the dependency by clicking the icon.
 

 
Idea
Troubleshooting: Carry out a Pull to refresh action (swipe the screen downwards) in the tasks list view if a task added through the web app isn't reflected in the mobile app.