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Customer service is not just about sending out appropriate responses to customers. There's a lot more that happens between the threads of a conversation, and this involves coordination between agents and other team members. To help track these behind-the-scenes activities easier, we're introducing the Activity Module in Zoho Desk.
 
The Activity Module lists all your calls, tasks, and events in one place. This makes it easier to plan your day based on the activities you have lined up. This is especially crucial for teams that tend to have a lot of back-end tasks associated with their tickets. It also simplifies things for call centers and teams that use phone as their primary channel.





 
Default views in the Activity Module include All Activities, My Activities, My Open Activities, My Overdue Activities, and My Today + Overdue Activities. All Missed Calls and My Missed Calls will be available as starred views under Calls. Calls come with a set of default reports and dashboards, listed in the Reports Module. So you can track time taken on tasks and other vital metrics.
 
Click to read more about TasksEvents and Calls. We hope this update helps streamline a lot of the activity that goes on in your team. Please let us know what you think.
 
As always, happy ticketing!
 
Cheers,
Team Zoho Desk


10 users like this announcement.
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  • 3 years ago

Hello,

I would also like to voice my need to integrate Zoho Desk activities with the CRM.

Thanks!

  • 3 years ago

Yes, I would also like to upvote for the integration. Very important to have all tasks in one place.

Thank you.

  • 3 years ago

Thanks for the upvote, Jake.


Regards,
Ash | Zoho Desk

  • 3 years ago

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

  • 3 years ago

Thanks for adding your voice to this request, Emily.


Regards,
Ash | Zoho Desk

  • 3 years ago

It's been 2 years waiting for Desk and CRM to be able to sync tasks, Will this ever happen?

  • 3 years ago

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.

  • 3 years ago

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.

  • 3 years ago

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.

  • 3 years ago

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.

  • 3 years ago

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 ...

  • 2 years ago

Noted, Pete.


Regards,
Ash | Zoho Desk

Reply to Pavithra 'Pam' KrishnaswamyA
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