Sharing your Zoho CRM tasks is made easy with the Export to Google Tasks feature. By exporting the selected tasks from CRM to Google Tasks, you can view and share them with other users in Google Tasks. It also helps you schedule your business tasks and keep them organized to avoid missing any task.

Permission Required
All Zoho CRM users can export tasks from Zoho CRM to Google Apps.

 

To set the default Google List

1. In Google Apps, click on  (the Apps icon).
   
2. Click More > Zoho CRM.
   You will be redirected to Zoho CRM.
3. Go to Setup > Marketplace > Google > Google Apps > Tasks.
   
4. Select the Google Task from the drop-down list.
   
   
5. Click Save.
   All the tasks will be added under the specified Google Tasks List.

To add a task to Google Tasks

1. In Google Apps, click on (the Apps icon).
   
2. Click More > Zoho CRM.
   You will be redirected to Zoho CRM.
3. In the Activities tab, click New Task. 
   Alternatively, click the New Task button from records such as leads, contacts, potentials.
4. In the Create Task page, specify the task-related details.
   
5. Click Save & Export to Google Tasks.
   The newly created task is saved in CRM and Google Tasks.
   
   

To add bulk tasks to Google Tasks

1. In the Activities tab, select the check box(es) corresponding to the tasks.
   
2. Click  [More icon] > Export to Google Tasks.
   The selected tasks will be exported to the default Google Task List.
   
   

Note

• The functionalities specified above are available only for G Suite users.
• You must have the same time zone in Zoho CRM and Google Apps.
  
• Tasks are displayed in Google Tasks.
  
• You cannot add the task from detail view.