Tasks and Tasks List

1. I added tasks but they are not visible in the task dependency view?

We do not show any tasks in dependency view without proper dates. You need to add proper start and dates for the tasks so that it can be shown in dependency view.

2. How can I see notes / documents / forum posts associated for a task?

You need to click on notes icon in front of the task name to see the associated notes / documents / forum posts for a particular task.

3. Can I move tasks between projects?

No. You cannot move tasks between projects.

4. Is it possible to set dependency between taskslist / milestones?

No. It is not possible to set dependencies between taskslist / milestones.

5. How can I forward emails and attachments to tasks?

You can make use of the email id – displayed at the bottom of Tasks & Milestones section – to add tasks and attachments to the task.

6. Is there a way to access the closed tasks?

By default, Open is selected in the Status filter – displayed at the right side of the page. So, you are unable to view the closed tasks. Once you choose, All or Closed option, you will be able to view the closed tasks.

7. How do I make an existing set of tasks as a template?

You can mouse over on the task list's name – whose associated tasks are to be saved as a template, click Action button – displayed to the left of the task list name, click Make As Task Template optio

8. How do I edit the saved task template?

Go to Settings section, click Task Template link and modify the required task template.

9. How are Tasks plotted in the Gantt Chart ?

Tasks are plotted in the Gantt chart, based on the date.

10. Is it possible to assign material and labour costs (hours) to tasks within a project?

No. It is not possible to assign material costs and labor costs (hours) for the tasks within a project.

11. How do I set a reminder for each task assigned. Is it available in free version?

The Task Reminder function is not available in the Free version. It is available only in Premium and Enterprise packages.

12. Can I reorder task lists?

In the Tasks and Milestones section, click the Reorder Task List link.

Filter By

Now drag and drop the task lists in the required order; click the Save Task List order link.

Reorder Task List

13. How to convert a task into a subtask?

In the Tasks & Milestones section, mouseover the task name and click the right arrow displayed just to the left of the task name. Once done, the task will be set as the sub-task for the one just above it.

Make a subtask

If you want set the subtask for a different task, instead of the one just above it, place the task just below the required task using the reorder option and then click the right arrow.

Make a task

To reorder the task, click Reorder option available below the last task in the list, drag and drop the tasks and click Save Order option.

14. How can the clients see the tasks assigned to them?

The client users will be able to see the tasks, whether it is assigned to them or not, only when the task-list to which the tasks are associated is External. Changing the task lists flag will solve this problem.

To change the task lists flag, follow the steps mentioned below:

  • In the Tasks & Milestones section, mouseover the task list title
  • Click the button displayed to the left of the title
  • Click Edit Task List option from the drop-down list
  • Select the External option from the Task List Flag drop-down
  • Click Update Task List button

External tasklist

This updates the flag to External and from now on your clients can view all tasks and task list under this milestone.

Sometimes, the Task List Flag drop-down might not be available in the Edit Task List form because the task-list might have been linked with a milestone. In this case, the milestone's flag must be modified.

  • In the Tasks & Milestones section, click Milestone sub link
  • Mouseover the milestone title and click the button displayed to the left of the title
  • Click Edit Milestone option from the drop-down list
  • Select the External option from the Milestone Flag list
  • Click Update Milestone button

External milestone

15. Task Duration in Hours option is not available in my account. How can I activate it?

The Task Duration in Hours option is available only in the Premium and Enterprise paid plans.

If you are the Portal Owner, go to the Upgrade/Billing section and see whether your projects account is in the Premium or Enterprise plan.

If yes, activate this option from the Settings --> Company Profile --> Edit Profile section.

16. How do I get the Task lists to show up in the Gantt Chart?

In the Gantt Chart, only the dated activities are displayed. i.e Tasks, Subtasks and Milestones. Regarding Task-list, it is not displayed in the Gantt Chart because it is not a dated activity.

17. How can I set a planning resource dedication percent to a task?

Resource i.e team members can be assigned to the task but it is not possible to set resource dedication percent to a task.

Example: John will work on Task A from date 1 to date 2 only with a 30% of his working time.

18. How can I list myself as owner of a task without having the clock icon show up?

If you are made as the task owner, the clock icon will show-up to the left of the task. Having the clock icon to not show-up is not possible.

19. Can I choose not to always not have the email box checked when I create a task / subtask?

The Send Notification Mail option in the Add Task form will be checked by default and changing the default status is not currently possible.

20. I am trying to export my all of the Milestones associated with my account. Is this possible?

Exporting the milestones alone is not possible in the current system model. If needed, you can export the tasks for all users across projects using the Export option in the My Tasks section.

21. I would like to add an existing task / tasklist which are manually created into milestone?

To add a task to an existing task list:

  • Go to the Tasks section of the Tasks & Milestones module
  • Mouseover the tasklist and click the button displayed to the left of the task-list title
  • Click Edit Task List button from the drop-down list
  • Pick the milestone to which the task list should be linked and click Update Task List button

Filter By

22. I mark a task complete and it is removed from the list. What can be done to see them?

The completed tasks are not displayed in the task's list view because the default status filter is Open Tasks.

You can see the completed and open tasks by selecting the status filter as All. However, it is not possible to set All as the default status filter option because the customizing option is not supported in Zoho Projects.

 

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