Agents can manage the Tasks on the go, now with Zoho Desk mobile app

Agents can manage the Tasks on the go, now with Zoho Desk mobile app

 Hello, Everyone! 

 

We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app. 


Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets.

 

Steps to access the tasks from the app: 

 

    1. Go to a particular ticket in the app.

    2. Click the Tasks icon in the 'Related Information' section. 

    3. List of all the tasks will be displayed. 

 

Refer to the screenshots (Android & iOS) attached below for your better understanding:




Adding a Task:

 

    1. Click the Tasks icon within the ticket.

    2. Click the Add icon (+) from the top right corner.

    3. On the Add Task page, fill in the details about the task.

    4. Click Save.






Once the task is created, you can add attachments to it. For instance, you can attach documents, screenshots or video snippets that can assist your agents to fix an issue or a bug on the go. 







You can also perform the below mentioned actions within the mobile app. 

 

1. Edit.

2. Delete. 

3. Add comments, and 

4. Make time entries. 




Furthermore, you can quickly assign the tasks to an agent, mark it as completed or delete it by carrying out a swipe action from right to left in the Tasks listing screen. 

 

Here are the screenshots for your understanding: 

 \

 

 

Do try out the feature and share your feedback in the comments section. 


Regards, 
Sri Priya




                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation


                                        Manage your brands on social media



                                              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

                                                                    • CRM Community Learning Series

                                                                      CRM Community Learning Series


                                                                    • Tips

                                                                      Tips

                                                                    • Functions

                                                                      Functions

                                                                    • Meetups

                                                                      Meetups

                                                                    • Kbase

                                                                      Kbase

                                                                    • Resources

                                                                      Resources

                                                                    • Digest

                                                                      Digest

                                                                    • CRM Marketplace

                                                                      CRM Marketplace

                                                                    • MVP Corner

                                                                      MVP Corner

                                                                    





                                                                    




                                                                        Design. Discuss. Deliver.

                                                                        Create visually engaging stories with Zoho Show.

                                                                        Get Started Now