Zoho Projects
Task roll up in projects
Roll-up helps you summarize a project’s information such as the overall project duration, planned work hours, actual log hours, and percentage completion. A project roll-up summarizes the total of the planned work hours of the project, the total of ...
Subtasks
Zoho Projects allows you to break your existing tasks into subtasks. By creating subtasks, you can organize your work. With subtasks, you can track the progress of the task and get it done on time. Alike tasks, you can set the priority, duration, % ...
Create task dependency using Milestone Gantt
Set dependency between tasks of the same project Open your project and click Gantt & Reports in the left panel. Select the Gantt Chart section in the main panel. Select Milestone Gantt from the drop down menu. By default, Chronology Gantt is chosen. ...
Create task dependency using Chronology Gantt chart
Set dependency between tasks of the same project Open your project and click Gantt & Reports in the left panel. Select the Gantt Chart section in the main panel. Select Chronology Gantt from the drop down menu. Mouse over the task name and click to ...
Task dependency settings
Configure task dependency settings and set default dependency type. Click and select Org Settings under Portal Configuration. Select Task & Timesheet in the left panel and scroll down to find Task Dependency where custom options for the project can ...
Business scenarios for task dependencies
Scenario for moving up due dates Scenario 1: In a construction site, the minimum time gap between curing the concrete (predecessor task) and painting the concrete (successor task) is expected to be 2 days (assumption). If curing is advanced before ...
What is task dependency and what is it used for?
Some tasks need to be completed in a particular order. When the approach to a certain task depends on the result of another, dependency helps associate them together and determine an order to work. Projects' end-to-end Gantt visualization provides a ...
Reopen and reorder tasks
Reopen a completed task Sometimes you might need to enhance an already finished task or rework on a completed task. In such instances, you can reopen the closed or completed tasks. Select in the upper-right corner and choose Closed in Status. ...
Set task work hours
Click New Task in the upper-right corner to add a new task. Click Set Work and enter the work hours in total or work hours per day or work percentage per day. Enter the other task details and click Add. You can use the Set Work option in tasks to set ...
Recurring tasks
You can create a task and recreate it anytime using the Recurring functionality in Zoho Projects. When the same set of tasks gets repeated after a couple of days, months and year, you can set it as a recurring task so that it automatically gets ...
Task reminders
Working on multiple tasks can be tedious and you can lose track of your work. Task reminders can help you stay on top of your work by sending timely emails. With task reminders in Zoho Projects, you don't miss a single task. Click the Tasks module ...
Export tasks
There are two ways to export tasks: Export tasks without filter and custom views Select a project in Projects and choose the Task module. Click in the upper-right corner and select Export Task. You can select a task view based on which the tasks ...
Update tasks
Enable update option for tasks If you want to edit the details of your task, you can edit and update it in a single click. Here is the update option that can be handy. Just, select the checkbox next to the task and enable the Update option. You can ...
Kanban view
Kanban cards are an easy, dynamic way to create and visualize your workflows. Projects and tasks are visually arranged, so that every team member knows what’s required to be done at any time. Add a task Select the desired project. Click Tasks in the ...
Task custom view
Task custom view is an option to customize and filter your tasks based on specific criteria. For example, if Helen is assigned to the design department, she can customize her view so that she will see all of the tasks specific to the design ...
Associate blueprint to a task
You can apply a blueprint to your tasks from the task details page. Navigate to a task and click on it to view its details. Click in the top right. Click Associate blueprint. Select a blueprint and then select a status to map the task. Click Map to ...
Task ID
Tasks and issues will have an auto-generated unique ID with a prefix. Unique IDs are efficient to track, identify, and search tasks. Also, you can # mention them in feeds, status, and comments to specify tasks. You can enable/disable the Task ID in ...
Manage tasks
Edit or Delete a task You can edit the task in Classic, Plain, and Kanban view. You can modify task details such as task comments, description, subtasks, log hours, documents, forums, and so on. Click open the required task in Tasks to edit. Change ...
Copy tasks
Hover over the task list name, click and then choose Copy Task to copy the task(s). You can also copy tasks from the task details page. Click on a task and then click in the top right. Select Copy Task. Enter the number of instances and then ...
Create tasks
Add a task Click Projects, select the required project and then click Tasks. Click Add Task in the upper-right corner. Enter the task details and then click Save to add a new task. While adding new tasks, you can now, attach and share screenshots of ...
Log hours for tasks
Log hours for your tasks from the list view. Navigate to a list view. Scroll to the Timelog column against the task. Hover over the task row and click +. Enter the details and click Add Log Hours.
View task list budget
View task list budget View the planned versus actual cost and cost variance details in the list and detailed view of a task list. You can view this only if budget is enabled in the setup page. If your project is based on hours then Difference column ...
Apply blueprint to a task list
Associate Blueprint to a Task List You can apply blueprint to the tasks in a task list. Hover over a task list name and click Click Associate blueprint. Select the blueprint you want to apply. Click Next. Map the current task status to the status ...
Manage task lists
Edit / Delete a Task List Navigate to your project and click Tasks in the left panel. Ensure you are in the Classic View and hover over a task list. Click to edit or delete a task list. When you edit, you can modify the task list name or change the ...
Create task lists
Add a Task List Navigate to your project and click Tasks in the left panel and choose the classic view.. Click the Add Task drop-down action panel in the upper-right corner, and click Add Task List. Give a name for your Task List. Choose a Related ...
My milestones
The My Milestones view provides a consolidated list of all your milestones in various statuses and allows you to access the associated task lists, tasks, and bugs. The milestones are classified into Active Milestones, Archive Milestones and Completed ...
All milestones
In this page, we shall learn how to create, edit, and manage milestones. We shall also learn about their four different types and how to use them effectively. Click to learn more about access privileges for Milestones. Click Projects and in ...
Global milestone Gantt
Projects based Milestone Gantt shows a detailed view of the projects and their associated milestones in the Gantt chart. Feature Availability: Enterprise plan Navigate to Home > Global Reports > Milestone Gantt. View Projects and the related work ...
Project timeline Gantt
View all your project timelines on a Gantt chart. Feature Availability: All paid plans. Navigate to projects list view. Click on the drop-down panel and then click on Projects Timeline Gantt. View the gantt chart displaying all your projects and ...
Project timeline Gantt
View all your project timelines on a Gantt chart. Feature Availability: All paid plans. Navigate to projects list view. Click on the drop-down panel and then click on Projects Timeline Gantt. View the gantt chart displaying all your projects and ...
Public projects
The projects which you are a part of and made 'Public' by your Portal Owner are grouped in Public Projects. Users in the portal can follow any public projects in the portal. Learn More. Click Projects in the top navigation bar. Click the drop-down ...
Project groups
You can group projects based on criteria, requirements, clients, users and various other project needs. By grouping projects, you can segregate multiple projects and efficiently manage your project groups. For instance, if you’re working in a company ...
Project budget
Managing budget is a crucial part of any project. A budget can help managers improve cost management and reduce budget overruns. Project managers can view the planned versus actual cost in real time with the budget status report. Multiple currencies ...
Project budget
Managing budget is a crucial part of any project. A budget can help managers improve cost management and reduce budget overruns. Project managers can view the planned versus actual cost in real time with the budget status report. Multiple currencies ...
Project dashboard
Progress dashboard shows progress indicators, graphs, statistics, and other key performance indicators to help you quickly get an idea about what is happening in a project. How can you effectively use the project dashboard in Zoho Projects? The ...
Create projects
Projects can be created newly or created from existing project templates. You can also create groups to classify the projects and manage the privileges of the other project users by making the projects private or public. Click to learn more about ...
Projects list view
All Projects Click the Projects tab in the top navigation bar of your company portal. What you view here, is the overview of all the project related data in your company. You can view the list of active projects categorized group-wise, client-wise, ...
Project Custom View
In addition to the predefined views, users can now create their own custom views for projects. Users can customize projects list view based on specific criteria by applying filters. These custom views can be marked favorite by clicking the icon. ...
Global add
Global Add makes it easy to add tasks, task lists, issues, milestones, timesheets, forums, projects, and users without navigating to their specific modules. Sometimes adding tasks or issues to any project can be impromptu. In that case you need not ...
Portal home
The Home displays the most sought-after stats across your projects in the form of widgets. You can view a comprehensive list of the status of all the work items across all the projects in your portal. Home - Overview Click the Home tab in the top ...
Next page