Tip # 14: Quick Tips for Better Task Management

Tip # 14: Quick Tips for Better Task Management

Many of us find that as we learn more, we need to revisit the basics more often. And this is true with our Tasks module. So, check out these really quick tips with your tasks.

Convert tasks to subtasks
When you look at some of your projects, it might be clear that some tasks can be nested within others, since they represent smaller chunks of the bigger tasks. To keep your tasklists without any clutter, you can convert tasks into subtasks. That way, only the bigger task show up in the list, and the smaller ones are organized within the bigger tasks.

To create a subtask:

  1. Navigate to the task you would like to be the parent task of the subtask.
  2. Click open the task. And you will see the Subtask tab.
  3. Click Add Subtask.  Fill in the details as needed, and then click  Add.
If you want to make an existing task as a subtask, just drag and drop a task beneath the required parent task to make it as a subtask .



Create recurring tasks
Most projects have lots of tasks that repeat at  intervals. It's helpful to create recurring tasks in such cases, so you don't need to remember to do things. Examples include “Quarterly Report, Client Meeting, Monthly Feature Announcements, etc. Recurring tasks can be created even for tasks that repeat infrequently.

To create a recurring task:

  1. Navigate to the task you would want to repeat.
  2. Click  Make it Recurring  to define the recurring frequency. This creates a recurring task for the chosen number of occurrence. 


Thanks for using Zoho and keep those suggestions coming.

Regards, 
Mughil David


      • Sticky Posts

      • Tip of the Week: Task Sorting

        I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).

      • Tip # 3 - Follow And Add Followers To Your Project Modules

        Besides owning effective managers and quick-witted employees, you need to have supportive followers for accomplishing your project goals. Accompanying this note, today, lets run through a quick and easy tip on  'How to follow and add followers to your project activities?' . Follow the project activities all by yourself -Follow to get real-time milestone updates Milestones are nothing but your project goals, which can ultimately uplift your projects' quality to the next level. Now, users in the portal

      • Tip of the Week: Task Dependency (Duration in Hours)

        I hope the tip on task dependency helped in understanding how it works in Zoho Projects. In a real-time, the successor task may or may not start on the predecessor's completion date. On either case, a project management tool should allow the users to set dependency between tasks. Ain't it? In Zoho Projects, the Task Duration in Hours option allows the users to set dependency between tasks that ends and starts on the same day. The Portal Owner and Admin role users can activate this option from the

      • Tip of the Week: Task Dependency

        Task Dependency - a feature that allows the users to establish dependency / linking between tasks within the project. Points to be noted with respect to this feature: Task Dependency can be set only from the Dependency View section within the Tasks & Milestones module Tasks setup with duration (start & end date) will only be displayed in the Dependency View The supported dependency model is Finish to Start Dependency can be established only between the tasks in the same project A task can be dependent

      • Tip of the Week: Drag and Drop option in Calendar

        As the thoughts flow in your mind, you plan the tasks, provide duration and assign users. While you go through the calendar later, you feel that a couple of tasks should needs to be postponed by a couple of days. Do you navigate to the Tasks & Milestones section and change the task duration? is the question I have for you. In case of YES, I would say that the task duration can be changed from the Calendar module itself. All you need to do is: Drag the task bar and Drop it on the required date. Note: