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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                                                                                      • Related Articles

                                                                                      • Working with Tasks

                                                                                        Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...
                                                                                      • Can I create tasks or meetings for other users?

                                                                                        You can only create tasks and meetings for other users if you are a CRM admin. For meetings, you can select the host from the list of other users. For tasks, create a task and select the owner from the list of users in the Task Owner field.
                                                                                      • Logging Calls

                                                                                        Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...
                                                                                      • Working with Meetings

                                                                                        Activities module is split up into Tasks, Calls, and Meetings modules. This change will reflect for new sign-ups from September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls, and Meetings modules to ease ...
                                                                                      • FAQs on Tasks module

                                                                                        1. 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, ...
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