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.