Setting recurring tasks and reminders in tasks module are enhanced in Zoho CRM
Hello everyone,
In this post we will brief you on the enhancement in creating a recurring task and setting up reminders. Let's take a look at the what has been changed.
Recurring tasks can be set using Due Date
Earlier, to create a recurring task you specified the Start Date, End Date, and the appropriate Repeat Type. Now, the start date field is removed and instead you have to specify the Due Date. The task will be repeated based on the mentioned due date.
Custom repeat types can be configured
In addition to the default repeat types such as Daily, Weekly, Monthly, or Yearly you can now configure custom repeat types. This allows you to choose the frequency in which the tasks should be repeated. The frequency can be daily, weekly, monthly, or yearly. You can specify to exclude tasks during weekends or holidays. If a recurring task's due date falls on a non-working day, you can skip that by checking the next business day option.
- For daily, you can specify the number of days after which the task should be repeated.
For weekly, you can specify the number of weeks after which the task should be repeated along with the exact day.
For monthly, you can specify the number of months after which the task should be repeated along with the date or the day of the month.
For yearly, you can specify the date or day and the month in which the task should be repeated.
Editing the repeat type after task is created
Now, you can edit the repeat configuration of a the recurring task after its created.
For example, if you have created a task that repeats daily from 23-04-2019 to 30-04-2019. You can edit the repeat configuration.
- Stop recurring tasks
Now, you can delete a recurring task that has already begun. This option will also let you remove the upcoming tasks lined-up in the repeat sequence.
Enhancements in Reminders
You can choose the reminder for a task from the following options:
- on a particular date and time
- number of days/weeks/months before the due date at a specific time.
- Update or disable reminders
You can modify or disable reminders for a task. In case of a recurring task, you can even apply the newly configured reminders to the upcoming tasks.
Notify Owner
Earlier, notifying owner was just like any other field. Once enabled, a notification email was sent to the record owner.
Now, you can notify the record owner in the following cases:
We hope you found this post useful. Go ahead, try it out and write to us what you think in the comment section.
Regards,
Arun
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
Canvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
Introducing Zia Presentation in Zoho CRM
----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.