Zoho Projects FAQ
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Tasks & Milestones
- How do I create a new task? (or) How do I add new tasks to my task list?
- How do I edit/delete a task, task list or milestone?
- What's the difference between tasks, task lists and milestones?
- Can I prioritize my tasks?
- Can I set task dependencies?
- Is there a provision to easily duplicate tasks?
How do I create a new task? (or) How do I add new tasks to my task list?
To add new task, select the project in the left panel under which the Task is to be added. Select the Tasks & Milestones tab at the top. Select the appropriate Milestone. Click on the Add Task button in the Task List under which the new Task is to be added.
Enter the name of the task. Select the name of the owner of the task.
Use the Advanced Options and Send Mail Notification option if needed.
Click on the Add Task button.
The new task gets added to the appropriate Task List and Milestone.
How do I edit/delete a task, task list or milestone?
Just hover your mouse over the task you want to get edited/deleted. You will find icons appearing to the left. The 'pencil and 'cross' icons are the ones for Edit Task and Delete Task respectively.
What's the difference between tasks, task lists and milestones?
A project consists of multiple Milestones, each Milestone consists of a set of Task Lists and a Task List consists of several Tasks. It's a hierarchical structure followed in Zoho Projects aimed at giving you the best control over a project.
Can I prioritize my tasks?
Yes, you can. As a basic way, you can re-order your tasks within a Task List in such a way that the highest priority Tasks are at the top and the least ones are at the bottom. For doing this, click on the Reorder link at the bottom of the Task List.
Hover over the Task which needs to be re-ordered (moved up or down). You will see a four-pointed star like in the below image. Click and drag-drop the Task where required.
Click on the Save Order link for saving the Task List in the new order.
Zoho Projects also allows you to set a Priority for each Task - High, Medium, Low or None. Each priority has a distinct color and this makes you see easily which Tasks need your most attention.
Can I set task dependencies?
Sorry, this is not possible currently. But this is in our roadmap and will et done.
Is there a provision to easily duplicate tasks?
Yes. Zoho Projects allows a Task List to be made as a Template. and you can use this Template to duplicate the Task List across various Milestones & Projects.
Templates can be created in two ways. Click on Settings -> Templates -> New Task List Template.
Or, click on the Make as Template link at the bottom of a Task List
