Task List Internal/External Disappears When Associated w/ Milestone

Task List Internal/External Disappears When Associated w/ Milestone

I noticed that when a Task List is associated with a Milestone, a user can no longer set Internal or External visibility.  This may make sense if the Task List inherits the visibility of  the Milestone, but it turns out this is not the case.   

I had an internal Task List and associated it with an external milestone.  Unfortunately, none of the task list items showed up to the client account.  I was not able to subsequently edit the Internal/External visibility of the task list.

Depending on the desired behavior, the solution would be to:
  1. Inherit the visibility of the associated milestone   OR
  2. Allow the Task List visibility to remain editable 

The work around for me was to unassociate the task list with the Milestone, edit the visibility, and then reassociate the task list with the Milestone.
    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • Announcement: Few goodies in Zoho BugTracker

        Over the last few months we have introduced several features, in Zoho BugTracker, that would enhance your experience. Screen-grabber Color codes for SLA (Service Level Agreement) Affected Milestones and Release Milestones Reorder Bug Fields You can read through Zoho BugTracker Quarterly Tweaks Digest for more information about these features. Prasanna
      • Announcing the New Zoho BugTracker

        We were frequently asked to have bug tracking as a separate, stand-alone product, decoupled from the rest of Zoho Projects - and to make it even more affordable. So we launched Zoho BugTracker a week before, a standalone product that helps teams fix bugs fast. Here's a quick summary of what's new in this release: : Give a structure to how bugs are handled by defining custom workflows Configure severity for the bugs to indicate how much the bug disrupts users from doing their jobs Build a library
      • [Projects 2.0] Import MPP/MPX files into Zoho Projects

        Hi, Checkout the post about importing MPP/MPX files into Zoho Projects . Prasanna Zoho Projects.

      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