How can I configure a custom view for activities to only show the tasks, meetings, and calls for the current day?

How can I configure a custom view for activities to only show the tasks, meetings, and calls for the current day?

 

In the Meetings, Calls, and Tasks modules, you can create a default view for Today's Meetings, Today's Calls, and Today's Tasks.

 

You can use this view to see the calls, tasks, and meetings scheduled for the current day. 

 

To view activities for the current day

  1. Go to the Meetings, Calls, or Tasks module.

  2. Click the All Activities dropdown.

  3. Enter "Today" in the search bar, and choose the required view from the list.







    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho SalesIQ Resources



                      Zoho TeamInbox Resources




                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW


                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now











                                                          • Related Articles

                                                          • Using CRM View for Activities

                                                            For any sales person, a typical day at work is loaded with tasks. It could be the field work to visit a prospect for a demo, or the task to call up a prospect to discuss a deal, or to follow-up with customers after their visits to your website. There ...
                                                          • 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 ...
                                                          • 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 ...
                                                          • 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 ...
                                                          • Sales Activities - An Overview

                                                            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 ...

                                                          Resources

                                                          Videos

                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                          eBooks

                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                          Webinars

                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.



                                                            Zoho Show Resources