Tasks created in Zoho CRM do not show up in Zoho Projects..
I'm new to Zoho and trying to see if using CRM and Projects will help with our construction projects. I understand what I'm wanting to do is a basic function but somehow I can't get it to work.
I have Zoho CRM and Zoho Projects integrated. I can create a project from a deal in CRM and it will be available in Projects.
I can create a task in Projects for that project, and I have the option to save it to CRM. When I do it shows up in CRM. If I modify that specific task in CRM the change shows in Projects.
I cannot however create a task in CRM and get it to show up in Projects under the associated project, or anywhere else.
Am I mistaken that this is a standard functionality when you integrate Zoho CRM and Zoho Projects? I'm really wanting Zoho to work out, and I'm trying to keep it simple for now.