Assign tasks to client users in Zoho Projects so you can manage and track the work your client needs to do. This article is for project managers who work with client users.
Applies to: Zoho Projects – All clients
A client task can be a simple approval or a large piece of work the client must finish before the rest of the project can continue.
To add client users to a project first, see Add and manage client (portal) users in Zoho Projects.
How milestones, task lists and tasks work
Before you assign tasks to clients, understand how milestones and task lists are structured.
- Milestone: a point in the project where a measurable piece of work is complete. A milestone can be Internal or External. Internal milestones only appear in internal reports, for example for internal preparation work.
- Task list: a list of tasks linked to a milestone. Like milestones, task lists can be internal or external.
- Task: each task belongs to a task list.
Rules for internal and external items
- Internal milestones should only have internal task lists.
- External milestones can have both internal and external task lists.
- Internal task lists can only have tasks assigned to employees or contractors.
- External task lists can have tasks assigned to employees, contractors or client users.
Assign a task to a client user
- Make sure the task belongs to an external task list.
- Assign the task to a client user. Tasks in external task lists can be assigned to internal or client resources.
If a task list linked to a milestone is set to internal
When this article was written, a bug in Zoho Projects hid the internal/external flag when you created or updated a task list linked to a milestone. The flag was set to Internal automatically. Use this workaround:
- Edit the task list and set Milestone to None.
- Set the task list to External and click Update.
- Edit the task list again and link it back to the right milestone.