Getting Started Guide

Task List

A task list (also to-do list) is a list of tasks to be completed, such as steps toward completing a project. A group of tasks comprises a task list in Zoho Projects.

Add a task list

  1. Click Projects, select the required project and then click Tasks & Milestones.
    tasksmilestones-view
  2. Hover the mouse over the Plus icon at the top right corner, and then click to choose the New Task List option.
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  3. In Add Task List, you can create a new task list or choose from existing task list templates, and then click Add to add a new task list.
add-tasklist

Create a task list from existing task templates

If you wish to create a task list from an existing template, you can do so. In Add Task List, click Choose from Templates, and then click Add to add a new task list. You can associate a new milestone, as well as modify the Shift Date, if required.

choose-tasktemplate

Edit / delete a task list

Hover the mouse over the task list name, click the Action Menu and then choose Edit Task List.

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You can modify the task list name or change the associated milestone.

Edit Taskslist

Likewise, you can also delete a task list. The task list will be deleted with all its associated tasks.

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Move a task list

Hover the mouse over the task list name, click the Action Menu and then choose Move Task List to move a task list from one project to another.

Move-tasklist-options

When you move a task list, the dependency between the tasks and other task lists is lost.

Move Taskslist

Reorder task list

You would've added a set of task lists and later you might want to prioritize and rearrange the task lists based on project needs. Click Other actions at the top right corner and then choose Reorder Task List.

Reorder Taskslist

You just need to drag and drop the task lists to reorder and then click Save task list order to save.

Closed task list

Click Other actions at the top right corner and then choose Closed Task Lists to close a task list.

Closed-tasklist-options

You can view the list of all the closed tasks and it's task list for the project.

Make a task list template

You can save a task list with it's associated tasks and reuse it later. Hover the mouse over the task list name, click the Action Menu and then choose Make As Template to save the task template.

Make Task list template

Complete a task list

You can complete a task list and move it to closed task list, so that you can track your deliverable. Hover the mouse over the task list name, click the Action Menu and then choose Mark As Complete to close the task list along with it's associated tasks.

tasklist-complete

However, if there are open task(s) in the task list that you wish to complete, a warning message about the open task(s) is displayed.

warning-completetasklist

Task list chart view

You can view a pie chart for a report on the task list. Hover the mouse over the task list name, click the Action Menu and then choose Chart View to view the task list chart.

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