Assign CRM contacts to a task

Assign CRM contacts to a task


I'd like to have the option to assign one or multiple contacts from CRM to a single task. This will be used to get a quick overview over all open tasks assigned to that contact for preparing calls or emails. In the past I had to use tagging for this, because the systems were separated. But running Zoho One there might be a more elegant solution.

Example use case: 
We run events for multiple clients in the same location. For each of these projects there might be tasks with things to discuss with the location sales rep. I'd like to select all tasks from all projects which are assigned to that contact from CRM.

I found this topic which looks similar but I don't understand how to transfer the information there to my question:

    Zoho Marketing Automation
      Zoho Mail - CRM Integration
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              • How to Add Users to your Organization in ZohoMail?

                A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________

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