Task Operations

Zoho Projects allows users to do various operations with a task. You can copy, move, reorder, close tasks. In addition, you can also start recording your log hours using the stopwatch and also save the task as a template in templates gallery for future use. Furthermore, you can export tasks in the desired formats (xls/csv).

Copy a task

1. Mouseover a tasklist displays a task action menu
2. Click Copy Task link. This displays a dialog box
3. Select the task which needs to be copied
4. Specify no of times this particular task needs to be copied
5. Click Copy Task icon

This copies the task that number of times in your tasklist.

Example: If you, specify the no of times as 3 your tasks will be copied three times.

Note: You can find the Copy Task option only from tasklist menu

Move task list and bulk tasks

With this option, you can instantly move a task list from project into another in quick time.

1. Mouseover a tasklist displays a task action menu
2. Click Move Task list link.

This displays an alert message Dependency between Tasks with other Tasklist's tasks will be lost. If this fine, Click OK and it displays a contextual pop-up.

Select the project where you want your task list to be moved. Now click Move Task List button moves your task list to the destination project.

Move bunch of tasks from one task lists to another that saves ample effort in repeated task entry. This is a great time saver for actually keeping on task and finishing it off in time.

1. Select the checkbox next to the tasklist and a panel with a set of links opens at the top
2. From this set, select Move Task link

This opens a task list contextual pop. Select the task list to move and Click Move Task moves all your selected tasks quickly into destination task list.

Editing tasks is super easy with the inline editing option. You can edit priority, owner and status, dates and percentage completed for a task in just a single click using inline editing option.

To move a task :

You can move a task to another tasklist in quick steps

1. Click Move Task link present at the bottom panel of a particular task
2. Select the task to be moved and the destination tasklist
3. Click Move icon moves the task to the destination tasklist

Mark a task complete

Go to a particular task, now mouseover a task displays an action menu.

In this click Mark As Complete option. This automatically marks your task as complete and moves it under the closed category.

Reorder a task

You could have added a series of tasks initially and later might feel like rearranging them based on the priority of work.

To redorder your tasks :

1. Click Reorder Task link
2. Mouseover the task displays the drag and drop icon
3. Now drag and drop to reorder the tasks
4. Click Save Order link to save the changes

Make a task template

If you feel a particular task is to be used frequently for future projects Make a Task Template option comes handy.

Click Make a Task Template link. Now your task got added to templates gallery. That's it. It is as simple as making a peanut butter sandwich.

Task Timer

1. Click Task Timer next to the task
2. This starts to log your working hours for the task
3. Click timer icon to stop tracking your working hours

Export Tasks

1. Click Export link from the right menu
2. Select All Users or a particular user
3. Choose the status of tasks All / Open / Closed tasks
4. Select desired file format xls/csv format
5. Click Export icon exports all your tasks

You can save the exported tasks in your personal desktop or share it with your project team

Recurring Tasks

Recurring tasks are a type of task that allows you to create a task once, and then have it recreated automatically after a designated time period.

Click a task and it loads the task details page. Here in the task properties click Make it Recurring link from the task action menu

1. This opens the recurrence / reminders dialog box
2. Set your recurrence frequency and choose the no of occurence
3. Click Save Recurrence icon

This creates a recurring task for the choosen no of occurences.

Task Reminders

A task reminder is an extremely useful feature that constantly reminds of everything that is absolutely necessary in your work. With task reminders in Zoho Projects, now you can stay on top of what's going on through timely email reminders, so you don't miss a thing that is very important in your project.

Click a task and it loads the task details page. Here in the task properties click Reminder On link from the task action menu

1. This opens the recurrence / reminders dialog box
2. Select Remind On option (daily/on due/one day before) based on your needs
3. Click Set Reminder icon

This creates a reminder for your task and an email is automatically triggered for the set time period.

Note: You cannot set reminders for elapsed date in Zoho Projects.