Actions - Tasks

Actions - Tasks

Creating workflow tasks in Zoho CRM


Help guide
  1. Creating Workflow Tasks

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                                                                                                        • Related Articles

                                                                                                        • Configuring Automatic Actions

                                                                                                          Zoho CRM allows you to create specific set of actions that aide in automating your sales and marketing activities. There are totally 5 actions that you can create and these actions can be associated with Workflow rules, Blueprint and Approval ...
                                                                                                        • 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 ...
                                                                                                        • Associating Actions for Approval or Rejection

                                                                                                          With each approval process, you can associate some actions such as adding a task, updating fields, sending email alerts, calling webhooks, etc. that will be executed on approval or rejection of a record. When you set multiple stages of approval that ...
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                                                                                                          Workflow Tasks are among the actions associated to a workflow rule. A task is an activity that is assigned to a user. When you associate a workflow task to a workflow rule, it is automatically assigned to the user when the rule is triggered for the ...
                                                                                                        • Actions

                                                                                                          Create actions to automate your sales and marketing activities. Help guide Creating Workflow Tasks Setting Email Notifications Setting Field Updates Associate Functions Creating Webhooks
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