A task is a piece of work that is usually time bound. In Zoho CRM, tasks are listed in the record's Home page, and in other related records. While creating a task in CRM, you must enter task details such as Subject, Task Owner, Due date, and the contact or account to which the task is related to. You can also add custom fields to 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 level of importance or urgency for the task. |
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. |
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