5 easy ways to manage tasks

5 easy ways to manage tasks


Did you know that there are quicker ways to manage tasks in Zoho Projects?

Here are 5 ideas to quickly manage tasks.

1. Quickly add tasks:
Here are two options to quickly add tasks to your projects:
  1. Hover over a task to view the gear icon on the left and select the option to create a new task above or below it.
  2. Hover over the task list to enable the Add Task button.


2. Reorder tasks:
In the task classic view, hover over a task to view the reorder icon. Click on it and drag and drop the task to its new position. Tasks can also be moved between task lists in the same manner.


3. Convert a task to a task list:
For a parent task with nested subtasks, hover over a task and click the gear icon on the left. Select Make this a Task List.


4. Create a template from a task list:
Repurposean existing task list and use it in a new project. All the tasks within the task list will be copied to the template. Hover over a task list and click the gear icon. Select Make as Template.


5. Chart view:
Gather insights on your tasks from the chart view. Hover over a task and click the gear icon. Select Chart view.


Hope you find these ideas useful. Give them a try and reach out to support@zohoprojects.com if you have any queries.
    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • Time Log Reminder

        Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep
      • Enhanced Collaboration and Global Web Tabs

        Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped
      • Tip 37: Time Log Restriction in Zoho Projects

        Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
      • Rename Task Module To Suit Your Project

        Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelled
      • Project Billing with the Staff Hours Method in Zoho Projects

        The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方