Task templates under a project

Task templates under a project

Under a project, we might have numerous task lists and these might be for all sorts of things so typically, if a task is created under a task list, it should contain the fields relevant for that particular purpose.

However, if I create a task template, I appear to only be able to link it to a project. Not anything specifically within that project. So basically, you can only have x1 task template that applies to an entire project so no matter where a task is being created in the project, it will contain all of the fields even though some might be unnecessary/unneeded/unwanted for tasks under a particular task list.

Like, am I being stupid and missing something here or is this completely ridiculous?

Why are we being constrained to only one template with custom fields per entire project and can anyone provide a solution to how to potentially handle this that I can explore. Reaching out to Zoho support is about as much help as a chocolate teapot and takes about 3 light years.

    Zoho Campaigns Resources


      • Desk Community Learning Series


      • Digest


      • Functions


      • Meetups


      • Kbase


      • Resources


      • Glossary


      • Desk Marketplace


      • MVP Corner


      • Word of the Day


      • Ask the Experts


        • Sticky Posts

        • Tip: How to print the Gantt View

          Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
        • Project Management via Emails in Zoho Projects

          We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
        • Four types of task dependencies

          "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
        • Task and Project numbering

          Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
        • Task Inline Editing Enhancement

          Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.

        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 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

                                • Recent Topics

                                • Facebook Professional Account

                                  Zoho social says there is nothing to be added when I try to add my Facebook and Instagram accounts. Both are Professional profiles. How do I go about adding them? They are not Pages or Groups, they are simply Professional accounts.
                                • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                  Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you
                                • How do you apply field validation to a date field?

                                  We are using Sign for remote e-signature of liability waivers. The signer must enter a date of birth, and if they are a minor their legal guardian must sign for them. However we have had numerous problems with signers returning an invalid date of birth
                                • Zoho Forms Submission URL

                                  Hi Zoho, It would be great to have a URL which can take us to specific form entries. For example: https://forms.zoho.eu/ACCOUNTNAME/report/FORMNAME/records/UNIQUE-REF I currently have a use case where I want to use Zoho Flow to create a module entry in
                                • How to disable clone record for a user?

                                  Hi, I'd like to disable clone records for some of my users in zoho crm. How can I go about doing that? Regards, CRM
                                • Multiple workflows based on stage?

                                  I am trying to have multiple things happen when I close a deal. First, I would like to send a thank you/coupon email to all deals that are closed. Second, I would like to create connected records in a separate pipeline for certain projects that qualify.
                                • How to provide recommended KB articles in the welcome message

                                  I'm new to Zoho and am looking to replicate something I did for a previous employer. I want all newly created tickets to receive an automated welcome message that includes a few recommended articles from our knowledge base. Ideally there would be a way
                                • Dynamic integration of ZOHO CRM Data into ZOHO SHOW

                                  Hello, We are making offering with good design on ZOHO Show. A lot of data in those offerings are filled with Data present in ZOHO CRM (Account name, Name of the deal, Amount of the deal...etc). Thus could we push (in API ?) specific data from those fields
                                • Building a form with Categories and multiple sub-categories

                                  Hello, I am completely new to Zoho and the Deluge programming language. I would like to build an easy way to lookup a set of previous orders from my order tracking sheet. What I have done so far is import my Excel order list into Zoho so it shows all
                                • Zoho IP blocked by SpamCop 136.143.188.16

                                  Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blolced by SpamCop.net Please help on this. RROR CODE :550 - spamcop.mimecast.org Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.16. -
                                • Can't sign in to Zoho using Google account

                                  Just checking if anyone else has an issue signing into Zoho with a Google account at the moment? (Have tried Zoho Books in the app on mobile and Chrome and Firefox on Windows 10 - doesn't work for the forums either). Error message appears as attache
                                • unable to send message email outgoing blocked 554.5.1.8

                                  Hi good day to you, After migrating to a new hosting, I cannot send outgoing email, with an error message as below : unable to send message email outgoing blocked 554.5.1.8 Please kindly unblock my account, as I am in a rush to use it to work & communicate
                                • Zoho CRM - COQL query failing with no reason

                                  Hi I'm trying to execute a COQL query but it's returning an error. Unfortunately I cannot understand where I'm wrong The query is the following;: URL: POST https://www.zohoapis.com/crm/v2.1/coql Body: { "select_query": "select id,Adjustment,Billing_City,Billing_Code,Billing_State,Billing_Street,Buyer_PO_Number,Delivery_Date,Delivery_Method,Due_Date,Grand_Total,Invoice_
                                • SMTP Authentication error with django backend

                                  Hello I have e zoho mail id info@mindbrewers.in But when i use it for smtp it gives 535 authentication error in django website . EMAIL_USE_SSL = False EMAIL_USE_TLS = True EMAIL_HOST = "smtp.zoho.com" EMAIL_PORT = 587 EMAIL_HOST_USER = "info@mindbrewers.in"
                                • Separate Triggers and Enhanced Information for Zoho One Departments and Groups in Zoho Flow

                                  Dear Zoho Flow Team, I hope this message finds you well. Currently, there seems to be a mix-up between zoho one departments and groups in Zoho Flow, which causes some challenges in handling triggers effectively. For instance, when using the "User added
                                • Zoho Mail Search Engine Sucks

                                  Hello There! I really like all the features of Zoho Mail and I believe is way better than Gmail except for the Search Function. I believe Zoho Mail has a very poor search function, if you misspelled a word in the search box, Zoho Mail won't display any
                                • No recibo correo en en mi bandeja de entrada

                                  Hola, no puedo recibir correos en mi bandeja, tengo una pagina web y puse el correo en un formulario y cuando meto los datos y los envio no me llegan , pero si pongo otra ya sea gmail, outlook si los recibo, tiene que ver con mis dns?
                                • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

                                  Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery
                                • desbloquear cuenta

                                  Buenos dias  Cordial saludo Tengo una cuenta libre en zoho mail asociado a un dominio, pero uno de los usuarios se bloquea el correo porque dice que ha excedido el límite de correo, por favor podrian desbloquearla y como hago para que esta persona debe enviar sus correos sin ningun probleama. Gracias de antemano
                                • Zoho SMTP IP Addresses

                                  We are using Zoho Mail for a domain and need to whitelist some STMP IP from your service for a redirection. You can provide IP address list for Zohomail SMTP servers?
                                • no me llegan los correos a Zoho mail

                                  No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias
                                • Emails being duplicated in sent items folder

                                  Since this morning, emails I send are appearing in my sent items twice (it wasn't happening before this morning) This appears to be a bug with zoho mail ... I can't see any other reason why they would appear twice.
                                • Restrict SalesIQ Account Notifications to Admins

                                  Dear Zoho SalesIQ Team, We appreciate the continuous improvements in SalesIQ. However, we have noticed that all users, including employees who do not have admin privileges, receive certain account-related notifications—such as the recent splash screen
                                • Email client fails to connect to IMAP & POP EU Servers for ALL users

                                  For the last couple of days, all users on my account are failing to connect to the Zoho EU mails servers. This is using mobile app on various phones & desktop mail clients on different computers. Everything works fine when using webmail & email is still
                                • Domain Redemption Time

                                  I have a domain that is currently expired and is in the redemption period. I have already paid the redemption fee and renewal fee during the redemption period. However, there is no response and I am still being asked to pay the fees. How long will it
                                • Same name but different email addresses

                                  Hello, I'm having a problem with managing the names of users in my organization, one of the examples in the attached screenshot shows that when i changed an email for one of the users the old email stayed but shows the correct name on top of that it also
                                • Error opening email

                                  I just tried Zoho Mail for the first time and finished setting up my account. However, after the setup, incoming emails show an error message in the email body. Could you please help me? Thank you.
                                • Setting up DKIM in AWS Route53

                                  Hi, AWS is not allowing me to enter the large DKIM value, which ZOHO needs me to setup for DKIM: v=DKIM1; k=rsa; p=MIGfMA0GCSqGSIb3DQEBAQUAA4GNADCBiQKBgQCIr6rqDssUHEehaprZvNqlwBR8kGkQn4+ivpkGWSe+2qxyIBz5OE/AKUgDJLq+IoNYHiLn2hFK+RBbEWIr/5iFdurwclFID7z/QiuKxwIZcmCRq5lFf3xiWIqXwyIRTTr390LMDZdwIgJSISuogtNN/Q5Iv9gkJir/fb3OJxlgEwIDAQAB
                                • Multi Select Between Modules

                                  Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" with
                                • Can send emails but cannot receive them

                                  Hello, I'm currently unable to receive emails but can send them. Checked my domain on the settings page as I thought I might have accidentally deleted a TXT file but it's saying it's valid and no option to fetch what TXT fields to do Please let me know
                                • Recreating Zoho Account with Existing Domain

                                  Dear Zoho Support Team, Currently, I own the domain wassclothing.com, but it appears that someone has already registered this domain in Zoho Mail. As a result, I am unable to create a new Zoho Mail account using this domain. Could you please guide me
                                • Automated Shopify adjustment problem. "An inventory adjustment has been created by the system to set the initial stock from Shopify"

                                  Has anyone noticed issues since the Shopify Sync has been updated recently? If you sync with Shopify, check to see if there are automated adjustments for old products that keep recurring. We have this problem for 6 SKU's that Zoho is doubling the stock
                                • "Unable to scan for viruses.

                                  : Unable to scan for viruses. I've tried uploading it three times, but I keep getting the same error, which prevents me from sending an invoice. I created the PDF myself and am certain it does not contain any viruses. Are there any workarounds available?
                                • Getting an error when trying to connect zoho mail to Make

                                  Hi, I'm trying to send an email via Make Integration. I configured the Server application and set the connection in Make Scenario. When I hit the save button I get an error from Zoho: Invalid Redirect Uri Redirect URI passed does not match with the one
                                • Urgent: Zoho Mail Not Sending or Receiving Emails

                                  Hi Team, I am experiencing an issue with my Zoho Mail account—it is neither sending nor receiving emails. Please investigate and resolve this as soon as possible. Let me know if you need any further details. Thank you!
                                • Zoho ToDo and MS Outlook

                                  Hi, Is there a way to create a Zoho Todo task from Outlook app or web. eg. Reading email in Outlook and need to create a task to reply on a scheduled date. Regards
                                • Payroll Chart of Accounts Config for Dummies

                                  USA What should my COA look like for one employee, paid via a service (Gusto), no benefits. I pay her wage, associated taxes, and the Gusto monthly fee. I'd like to know the COA account type, any sub accounts, what goes where, any payment splits, etc.
                                • Menu Bar

                                  Hi, Please guide how to change menu bar from vertical to horizontal
                                • Create Ticket ignores a list of "secondaryContacts"

                                  Hi, we're trying to create a ticket, with a contact to be a CC. According to the documentation, it should be a list of IDs in "secondaryContacts". But when the ticket is created, it returns an empty array. Has someone tried it? Thanks for any hint. BTW
                                • Zeptomail 136.143.188.150 blocked by SpamCop

                                  Hi - it looks like this IP is being blocked, resulting in hard bounces unfortunately :( "Reason: uncategorized-bounceMessage: 5.7.1 Service unavailable; Client host [136.143.188.150] blocked using bl.spamcop.net; Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.150
                                • Next Page