Creating Tasks

To create a new task:

1. Click the Plus  icon in the top-right corner of the Tasks widget.
2. In the Add Task window, give the task a title, allot an assignee, and assign the task category.
3. Optionally, you can set the task status, priority, and start and due dates, add descriptions and attachments, and add subtasks. 
4. Click Add Task. 

To create subtasks:

1. Click open the task for which you want to create subtasks.
2. In the Subtask section, you can enter the title, allot an assignee, and set the due date. 
3. To add more details to the subtask, such as the parent task, you can click it open, and fill in the required details. 

Managing Task Details

Task Status

To mark a task status as open or closed:

1. Click open the Set Status drop-down menu.
2. Choose between Open or Closed.

Notes: 

• You can only close tasks that you've created.
• If you have custom task statuses in the Zoho Tasks web app, they'll be displayed in the Set Status drop-down menu. Following the steps described above, you can update the task status. 
  

Task Priority

To set the priority level on tasks:

1. Click open the Priority drop-down menu. 
2. Choose between High, Medium, or Low.

Notes: 

• By default, the priority will be set to Medium.
• In the tasks list, high, medium, and low-priority tasks will be annotated with red, gray, and orange exclamation marks, respectively.
  

Start and Due Dates

To set a start date for the task:

1. Click the Start Date field.
2. Select the start date using the date picker. 

Similarly, to set a due date for the task:

1. Click the Due Date field.
2. Select the due date using the date picker. 

Tags

To associate a task with an email tag you've created:

1. Click open the Tags drop-down menu.
2. Search for and select the desired tag, or choose a tag from the list of suggestions.

Notes:

• You can add more than one tag to a task by following the steps mentioned above. 
• To remove a tag, uncheck the selected tag from the Tags drop-down menu. 
  

Reminders

To set task reminders:

1. Click the Reminder  icon.
2. In the pop-up that appears, pick the date and time. 
3. Choose to receive the reminder either via Notification or Email.
4. Check the Send the Overdue Notification to receive to receive reminders for overdue tasks.
5. Click Set Reminder.

Task Groups and Categories

Your tasks are categorized into Personal Tasks, Group Tasks, and Tags. You can access the tasks listed in these categories by clicking on the respective category on the Tasks widget home page.  

To move a task from one category to another:

1. Click open the task whose category you want to change. 
2. In the Task Details popover, click open the Category drop-down. 
3. Search for and select the desired category, or choose a category from the list of suggestions.

Editing Tasks

To edit a task:

1. Click open the task you want to edit. 
2. Make the required changes. 

Note: The edits will be saved automatically.

Deleting Tasks

To delete a task:

1. Click open the task you want to delete.
2. Click the More Options  icon in the top-right corner of the Task Details popover. 
3. Select Delete from the menu list. 
4. In the Delete Task alert, click Delete. 

Note: The task will be permanently deleted, along with its subtasks, comments, and all other activities. 

Collaborating on Tasks

To invite a team member and collaborate on a task via Streams:

1. Click open the task you want to collaborate on. 
2. Scroll down to the Comments section and click the Add or View Invitees  icon. 
3. In the Invitees popover, search for and select a contact or Streams group, or choose a contact from the list of suggestions.
4. Click Invite. 

To comment on a task:

1. Type your comment in the Comment box. 
2. Click the Comment  icon. 

Notes: 

• You can @mention your contacts, and add emojis and attachments in the comments. 
• @mentioning a user in the comments will grant them the permission to view the task and discuss it. 
  

Learn more about how Streams helps you to collaborate on Tasks.