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Another upvote on synching Desk & CRM tasks - so that support using Desk and business dev using CRM can both work from/have visibility of a single task list. Thanks
Thanks for adding your voice to this request, Emily.
Regards,
Ash | Zoho Desk
It's been 2 years waiting for Desk and CRM to be able to sync tasks, Will this ever happen?
No updates on this front yet, Sergio. We shall keep you apprised once the works have been commenced.
Regards,
Ash | Zoho Desk
Same here! We are on Zoho One and are having to switch between modules just to see the tasks.
Yes because in ZOHO One too many places to create tasks, like in email, in desk, in connect and CRM, not 1 place to see all tasks people loose track of where they have stored their tasks. As a result it's a complete mess and people can not stay organized.
Thanks for sharing your use case, Stefan and Dirk. Stay tuned for positive updates.
Regards,
Ash | Zoho Desk
Adding my voice as well. This would be huge for us.
With the new “tasks” connection between desk and projects, I do now see a slight work around. You can add a task from a ticket in desk that links to projects, then go to the task in projects, you can then add task to CRM. I wish there was a more automated way but at least this does work.
Thanks for sharing the workaround, Michelle.
Regards,
Ash | Zoho Desk
Yep this is needed so user does not have to go in search of, Tasks should be show for all Zoho modules in CRM Task list for prioritization so do not forget ...
Noted, Pete.
Regards,
Ash | Zoho Desk
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Thanks for the upvote, Jake.
Regards,
Ash | Zoho Desk