How to Filter Tasks by Status in Zoho Projects
What are Tasks in Zoho Projects?
At some point, you will need to filter your tasks by status in Zoho Projects. But what are tasks? Tasks are the lowest level to organize your team’s to-do list. Similar tasks should be grouped together in the same projects.
Tasks can have a variety of status, such as Open, Working on It, and Closed, and it is possible to create custom task statuses in Zoho Projects.
How Can I Filter Tasks By Status?
Zoho Projects is a powerful tool for managing tasks and and tracking project completion. Zoho Projects is a cloud-based project management tool that’s perfect for planning your team’s workflow, tracking completed projects efficiently, and collaborating with your team wherever they are.
One of Zoho Project’s most useful features is the ability to filter tasks by completion status. Learn how to filter your tasks by status in Zoho Projects with our quick tutorial and start organizing your task view and increasing your efficiency.
- First, Access your tasks either by going to:
- Left sidebar > Projects > Select the project you wish to view.
- This shows all tasks relevant to the selected project.
- Left sidebar > Tasks
- This shows all tasks, for all projects.
- Left sidebar > Projects > Select the project you wish to view.
- Here is a screenshot of the task view for your reference:
- Important: There are two places where you can adjust the filters for your tasks (a left and a right filter), and it’s possible for these two filters to counter each other.
- If you adjust one of the filters, check that the other filter isn’t negating it and leading to undesired results.
- Now, let’s try filtering the view to only open tasks. For most views, you can choose to adjust the left OR right filter.
- Next, adjust the left filter by clicking on the dropdown arrow and selecting the desired view.
- Then adjust the right filter by clicking on “Filter” on the right side of the Tasks view.
- Next, the filter menu pops up. Select the desired filters and click “Find”.
- Now you know how to sort your tasks in Zoho Projects by status.