Getting Started Guide

Task List

A tasks 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. In the HOME section, click Projects.
  2. In the Projects list, select the required project.
  3. Hover the mouse over Tasks & Milestones and then click Tasks.
  4. In Classic View, click New Task List.
  5. Specify the task list details and then click Add Task List to create a new task list.
Add Taskslist

Create a Task list from Existing Task Templates

  1. In the HOME section, click Projects.
  2. In the Projects list, select the required project.
  3. Hover the mouse over Tasks & Milestones and then click Tasks.
  4. In Classic View, click New Task List and then click Choose from Templates.
    choose-task-templates
  5. Search and select the required Task List, Shift Date and Related milestone.
    chosen-template
  6. Click Add Task List to add the task list from the existing templates.

Edit / Delete a Task list

To edit a task list :

  1. Hover the mouse over the task list name and then click the Action Menu
  2. Choose Edit Task List and modify the task list details.
    Edit Taskslist
  3. Click Update Task List to update the changes.

To delete a task list :

  1. Hover the mouse over the task list name and then click the Action Menu.
  2. Choose Delete Task List.
    Delete Taskslist
  3. A warning message about deleting the task list and its related tasks is displayed.
  4. Click OK to delete the task list.

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.

  1. In Classic View, click Reorder Task list on the top right.
  2. Drag and drop the task list to reorder.
  3. Click Save task list order to update the changes.
Reorder Taskslist

 

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