How can I maintain a common task list and use it for all the projects?

A common task list cannot be created in Zoho Books.

As a workaround,

  • Create a project with the common task lists you wish to have.
  • Under Tasks, click on Import tasks from existing projects whenever you create a new project and wish to have the same set of tasks. Select a project from the drop-down in the pop-up that follows and select Import.
    Common Task List for Projects
  • Now the new project will contain all the tasks from the existing project.
  • You can edit the project details accordingly.

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