A task is an activity that needs to be accomplished within a defined period of time. You need not juggle around with multiple tasks, instead Zoho Projects will prioritize and help you manage all the tasks.
In Task List choose a task list from the Internal option if you want to display the task only to your portal users. However, if you want to collaborate and display the task with client users, you must associate a task list from the External option.
Click on the task, to open and edit the task. You can edit the task in Classic, Plain and Kanban view.
Likewise, you can also delete a task . Click to edit the task and then click delete to delete the task.
This deletes the tasks along with the associated timesheets entries and delinks the set dependencies (if any).
Zoho Projects supports 4 different type of tasks view Classic, Plain, Kanban and Dependency.
1. Classic View
The classic view is the default view for task lists and tasks. You can customize your columns in classic view.
2. Plain View
This is a simple view sorted based on due date. The plain view displays all tasks and its dependencies with a tree icon.
3. Kanban View
Kanban cards are an easy, dynamic way to create and visualize your workflows. Projects and tasks are visually arranged by status...such as To-Do, In Progress, Complete...so every team member knows what’s required to be done at any time.
4. Dependency View
In dependency view. you can see those tasks that are dependent on other tasks. The predecessor tasks and successor tasks are displayed in an order.
You can now import XLS/JSON/CSV files into Zoho Projects and start collaborating.
While importing, if you map only the TASKLIST ID, the corresponding tasklist alone is imported, even if there are identical tasklist names. However, if you map the TASKLIST NAME, all the available tasklist with the given tasklist name are imported irrespective of their tasklist ID.
|TASKLIST ID ||TASKLIST NAME||Mapped Field Name ||Imported Tasklist|
|1234||Edit Template||Tasklist ID||Edit Template -1234|
|5678||Edit Template||Tasklist Name||Edit Template-1234 and Edit Template-5678|
Sorting tasks helps you to focus on specific information for any desired column in project management. In Classic View, you can sort tasks based on its Priority, Start Date, Due Date, Created by and % Completed.
In Classic View, click Sorting, and then select the desired column criteria to sort tasks.