How to add Task Lists

Adding a task list in Zoho Projects lets you group a set of related tasks together as soon as you plan a new piece of work.

How to add a task list

1. Open your project and select Tasks from the top menu.
2. Choose your preferred view: List, Gantt or Kanban.
3. Click the dropdown arrow next to Add Task.
4. Select Add Task List.
5. Enter a name for the task list.
6. Choose a Related Phase from the dropdown, if applicable.
7. If no phase is selected, set a Task List Flag of Internal or External.
8. Click Add.

Other ways to create a task list

• Clone an existing task template, with dates shifted automatically.
• Copy a task list from another project or project template, keeping task dependencies intact.
• Add one directly from a phase: open Phases, open a phase’s details, select Task Lists, then click Add Task List.

Frequently asked questions

Can I copy task dependencies when creating a task list?

Yes, copying from a project or project template preserves task dependencies.

What is a Task List Flag?

It sets whether a list is Internal (portal users only) or External (portal and client users), and only applies when no related phase is chosen.

Need help?

Need help setting up your project structure in Zoho Projects? Contact support@thoughtlogik.com or see our Zoho implementation services.