Tasks & Milestones


A Task is a work item assigned to a team member. You can group multiple tasks within a Task List. A group of tasks lists becomes work items to achieve a particular goal or phase of a project which signifies a Milestone.

Task Management is considered as one of the most important part of Project Management. Without tasks and milestones a project is incomplete and cannot be tracked for its progress. Tasks and Milestones are considered to be an excellent and efficient tracking tools for a productive project management.

Example:  If you have 10 tasks to be completed in a project you cannot keep every task's completion date and time in your mind. You tend to forget few of the tasks say 2 of them after a couple of days. Alternatively if you have every task logged in a online project management tool you need not bother to remember every task but project management tool will remember the tasks on your behalf and will keep you informed about approaching tasks through timely email reminders.

Benefits of Zoho Projects - Tasks & Milestones


Organize, manage and assign tasks from one central place.

Track time spent and prioritize tasks using color codes.

Rename, copy, re-order and move tasks around within a project.

Set goals and milestones and keep track of them from a central place.

Break down complex projects into many, related or dependent tasks.

Assign any number of members to a task and track the progress of a task.

Key Features

Tasks & Task lists

A Task is a specific action that needs to be done. Tracking tasks becomes a lot easier when you have all your team responsibilities for a particular project at a central location. There is no limit to number of Tasks that can be added to a particular project.

Zoho Projects allows you to:
  • Add tasks to your project and send an automatic email to a set of project team members
  • Assign tasks to various members of your team and track the status of a task from a single place.
  • Eliminate the need to remember all tasks and makes you more productive by sending timely reminders.


Project Milestones

A Milestone marks the completion of tasks or a significant phase of a Project. Milestones are an excellent way to group your Task lists and Tasks. They are a way of tracking important project deadlines, deliverables, meetings etc.

In milestones, we have dependency view which helps the project team to get bird's eye view of dependent tasks like,
  • Who are responsible for the tasks.
  • What tasks are dependant on each other.
  • When these tasks need to completed.
Zoho Projects helps you to:
  • Track the most critical milestones in a project and keeps you well informed ahead through email reminders.
  • Easily create descriptive projects complete with milestones, set deadlines and track progress of a project.
  • Have a full control of what members are doing, how it is progressing and get a clear picture of project milestones.


Associate Forum / Document with a Task

Begin a new communication thread around a defined task and associate a forum topic or a project document with the task.


Rename, Copy, Move and Delete a Task

We have provided various options like renaming, moving, copying, deleting and even making a template out of a task as per the project needs.

You can,

Move Task : Task can be moved from one task list to other task list.
Edit Task : Details like task name, priority, percentage completed can be changed.
Delete Task : Delete any unnecessary or irrelevant task.
Copy Task : Make an exact copy of the existing task instead of recreating the task from scratch.
Reorder Task : Drag and drop the tasks as per your requirement and save the order
Make a Template : Tasks grouped under a task list can be made as a template

We have discussed here few benefits of Tasks and Milestones as effective project management tools of Zoho Projects.

If you feel some more can be highlighted please do drop in your valuable suggestions anytime to Zoho Projects.

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Other features :  Tasks & Milestones  |   Reports  |   Documents  |   Calendar  |   Timesheet
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