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

You cannot create a common task list for the projects you create in Zoho Books. Instead, you can create a project with the common tasks and import that project into the new projects you create. Here’s how:

  • Go to Time Tracking on the left sidebar and select Projects.
  • Click + New Project in the top right corner of the page.
  • Scroll down and click Import project tasks from existing projects under the Project Tasks section.
  • In the pop up that appears, click the dropdown below select an existing project and select the project whose tasks you want to import.
  • Click Import. The tasks in the project that you imported will now be available in the new project. You can change the task name, description, choose if a task is billable, and delete a task, if required.
  • Click Save.

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