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.
While adding new tasks, you can now, attach and share screenshots of any webpage or screen related to the task using the screen-grabber option. In Drop files or add attachments here.., click the screen grab option and paste or attach the required image, and then click Done to upload the screenshot. An inbuilt draw tool lets you highlight what is important and blackout what you don’t want in the screenshot.
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.
In the selected project, in Tasks & Milestones, click open the required task, to edit. You can edit the task in Classic, Plain and Kanban view. You can modify task details such as task comments, sub tasks, log hours, documents, forums and so on.
While adding comments to a task, you can now, attach and share screenshots of any webpage or screen related to the task using the screen-grabber option. In Drop files or add attachments here.., click the screen grab option and paste or attach the required image, and then click Done to upload the screenshot. An inbuilt draw tool lets you highlight what is important and blackout what you don’t want in the screenshot.
You can associate bug(s) to a task. There will be instances where you might wish to associate bug(s) to a task, so that it's easy to track and close the task as well as the associated bugs. While completing tasks, you can opt to enable or disable the alert message about the associated bugs in Org Settings.
In addition, you can also associate new bugs to the selected task. In the Bugs tab, click Associate Bugs, and then click the Click here option to associate new bugs to the task.
Specify the new Bug Title and Bug Description and then click Save to associate a new bug to the task.
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.
A sample scheduled import and its XLS file is shown below:
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.