Standard Fields in Tasks and Events | Online Help - Zoho CRM

Standard Fields in Tasks and Meetings

      Following are the list of Zoho defined standard fields available in the Tasks module:

Field Name
 Description
Task Owner
 Select the name of the user to whom the task is assigned.
Subject*
 Specify the name of the task. This field is mandatory.
Due Date
 Specify the due date for the task.
Contacts/Leads
 Select the related contact or lead.
Accounts
 Select any other record related to the task.
Status
 Specify the status of the task.
Priority
 Select the due date.
Send Notification Email
 Select the check box to send notification email to the task owner.
Remind At
 Select the check box to set reminder for the task.
Recurring Activity
 Select the check box to mark it as a recurring activity.
Description
 Specify the details about the task.

Alert
Events is renamed as Meetings
Following are the list of Zoho defined standard fields available in the Meetings module:
Field Name
 Description
New Meeting
 Specify a name for the meeting.
Location
 Enter the venue for the meeting.
All Day
 Select the checkbox if it is an all day meeting.
From
 Specify the date and time when the meeting will be started.
To
 Specify the date and time when the meeting will be over.
Participants

Add invitees who will participate in the meeting.
Related To
 Select the contact or lead related to the meeting.
Repeat
 Specify the recurring pattern for the meeting.
Description
 Specify the details about the meeting.
Reminder
 Set a reminder for the meeting.
Color coding picklist values in Meetings
In the Meetings module, you can ascribe colors to the picklist values for ease of identification. These values will be displayed in color in the following places: CRM calendar, related lists of a record, activities module, reminder, home page, list view, kanban view etc..Only 1 picklist field in a layout and a maximum of 20 values of a field can be color coded.
 
Administrators or users with Module customization permission can determine the colors for the picklist values . Users who wish to change the ascribed color, can customize the field colors by accessing Calendar > Options > Preferences > Color Coding. These colors however will be specific to their account only.
      

To color code the picklist values

  1. Go to Set up > Customization > Modules and Fields

  2. In the modules list view, Click Meetings

  3. Select the Standard layout to add the picklist

  4. Select or add a picklist from new fields tray to the layout.

  5. Click on the ellipses option (...) on the picklist and select Edit Properties.

  6. Select Enable color coding for picklist values.

  7. Assign colors by clicking on the color palette available for each picklist values.

  8. Click the add icon + to find more hues of the colors.

  9. Click Done, and Done. 





Aside from the standard fields, you can also add custom fields to Tasks and Meetings. Read more about Customize Meetings Module

SEE ALSO