FAQs on Activity Management | Online Help - Zoho CRM

Can I create tasks and meetings in Zoho CRM?

In Zoho CRM, you can create and associate business tasks, meetings, and log calls in the corresponding Tasks, Meetings and Calls module. Each activity has key information such as the date, time, priority level, and notification parameters that can be accessed from the record it is associated. This feature is available in the free edition and paid editions. 

To create tasks

  1. In the Tasks module, click Create Task.
  2. In the Create Task page, specify the task details. 

  3. Click Save.

To create a meeting

  1. In the Meetings module, click Create Meetings.
  2. In the Meeting Information popup, specify the event details. 
  3. Click Save.

To log a call

  1. In the Calls module, click Create Call > select Log a call.
  2. In the Create Call popup window, specify the call details.
  3. Click Save.

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