Manage Task Lists | Online Help | Zoho Projects

Manage Task Lists

Managing task lists is essential for successful project management. Access various task list actions. Learn how to access the details page, add comments, re-order task lists, create templates, and sort task lists.

Edit Task List

  1. Navigate to your project and click Tasks in the top band.
  2. Open the List or Gantt view and hover over a task list.
  3. Click  to view options and select the Edit option.
  4. To edit from the Kanban view, click next to the task list title and select the Edit option.
  5. Modify the Task List name or Related Milestone, or update the Tags, then click Update.
    1. Alternatively, right click on the task list and select Edit.

Manage Task List

  1. Navigate to your project, click Tasks in the top band, and select the List or Gantt view.
  2. Hover over a task list and click  . From here, you can: 
    1. Click Open Details to view task list details in the same tab.
    2. Click Open Details in New Tab to open task list details in a new tab.
    3. Click Create Task List Above to add a new task list above the existing Task List.
    4. Click Create Task List Below to add a new task list below the existing Task List.
    5. Click Mark as Complete to change the task list to completed.
    6. Click Make as Template to set the task list as a template.
    7. Click Copy Link to copy the task list URL to the clipboard.
    8. Click Follow to receive updates regarding the task list.
  3. Alternatively, right click on the task list to view these options.

Add Comment

  1. Navigate to your project, click Tasks in the top band and select the List/Gantt view.
  2. Hover over a task list and click and click Open Details.
  3. Click Comments from the detail page, enter your comment, attach a file if needed, and click Add Comment.

Move Task List

  1. Navigate to your project, click Tasks in the top band and select the List/Gantt view.
  2. Hover over a task list, click ,  and click Move.
  3. If you want to move Task List to a different project, click  > Move.
  4. Select the Project and choose Milestone, then click Move.
    1. Alternatively, right click on the task list and select Move.

Reorder Task List

  1. Navigate to your project and click Tasks in the top band.
  2. Choose the List or Gantt view.
  3. Click the Group By drop-down and choose Group By Task List.
  4. Hover over a task list to view the reorder icon ().
  5. Click and hold on the icon and drag and drop your task list to reorder it.

Associate Blueprint to a Task List

You can apply a blueprint to the tasks in a task list.
  1. Hover over a task list name, click , and select Associate Blueprint.
  2. Select the blueprint you want to apply.
  3. Click Next.
  4. Map the current task status to the status available in the blueprint.
    1. The tasks associated with the current status will change as per the blueprint.
  5. Click Map.  

Dissociate Blueprint

  1. Hover over a task list name, click , and select Dissociate Blueprint.
  2. You can also open a task list detail page, then click in the top-right corner.
  3. Select Dissociate Blueprint.
  4. Click Dissociate. The blueprint is no longer associated to the tasks belonging to the task list.

View Task list in Chart View

  1. Navigate to your project and click Tasks in the top band and select the List/Gantt view.
  2. Hover over a task list and click and click Open Details.
  3. Click Chart View from the details page.
     

Customize Task List Display

  1. Navigate to your project, click Tasks in the top band, and select the List or Gantt view.
  2. Click the Group by drop-down and choose Milestones / Task List.
    1. In List / Gantt view: Click  to collapse the Task List and click  to expand.
    2. In Kanban view: Click  to collapse the Task List and click  to expand.

Delete Task List

  1. Navigate to your project, click Tasks in the top band and open in List/Gantt view.
  2. Hover over a task list, click  > Delete to delete the task list with all its associated tasks.
  3. Alternatively, right-click on the task list and click Delete.
    1. To delete a task list from the Kanban view, select Task List view from the drop-down, click  next to the task list name and click Delete.



More Reads

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Task Lists

                                                                                                    Task lists in Zoho Projects allow users to group tasks and track progress. Users can create new task lists quickly using templates, set the visibility to internal external, set automated start dates, and keep track of the budget. A task list breaks ...
                                                                                                  • Task and Task Lists

                                                                                                    Can I carry forward dependencies from task list templates when I create a new task list? You cannot set dependencies in task templates. However, you can set dependencies in Project templates. When you create a new task list select Choose from project ...
                                                                                                  • Add Task Lists

                                                                                                    Task lists are groups of related tasks. Each task list contains tasks and subtasks under it. Benefits: Group related tasks under task lists Mark a task list complete when associated tasks are completed Associate blueprints to task lists How do I add ...
                                                                                                  • Clone Task List

                                                                                                    Cloning Task Lists allows you to replicate the existing Task Lists, whether you're in List / Gantt View or on a Milestone Detail page. Clone Task List from List / Gantt View Navigate to your project and click Tasks in the top band. Hover over a task ...
                                                                                                  • Task List View

                                                                                                    The Task List view in Zoho Projects provides an easy-to-use interface for viewing, adding, editing, and managing tasks directly within the view. It allows task grouping and sorting, as well as viewing task details, while also providing customizable ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources