Predefined and Custom Task Views
- Click the Activities module.
- In the Activities Home page, click Tasks on the bottom of the left panel.
- Select a standard list view from the left panel to view the tasks underneath it.
The 'All Tasks' view will be displayed during your first access. The system will thereon remember your last seen View and lists the same during successive access.
- All Tasks
- Canceled Tasks
- Completed Tasks
- My Open Tasks
- My Overdue Tasks
- My Tasks
- My Team Tasks
- Next 7 Days + Overdue
- Open Tasks
- Overdue Tasks
- Spam Tasks
- Today + Overdue
- Todays's Tasks
- Tomorrow's Tasks
- Click the Activities module.
- In the Activities Home page, click Tasks on the bottom of the left panel.
- Click the Plus icon (
) located next to Tasks on the left panel.
- In the Create New View page, enter the custom View Name.
- Specify the criteria to filter the tasks.
- Specify the visibility for this custom view. You can choose between Only me, All agents and Specific agents.
- Click Save.
| Field Type | Criteria Options |
String Fields like:
|  |
Numeric Fields like:
|  |
Date & Time Fields like:
|  |
Other Fields like:
|  |
- Age in Days option is very useful for the Date and DateTime fields. It can be used to filter tasks that were created within the last 7 days or those that are overdue in the past 30 days.
- You cannot edit the standard task views that are provided in Zoho Desk. You may add a custom view to address any specific requirements.
- You can right click on a custom task view to open the view on a new tab.
Editing Custom Task Views
- Right-click on a custom task view.
- Click Edit from the menu.
- Make the necessary changes and click Save.
Deleting Custom Task Views
- Right-click on a custom task view.
- Click Delete from the menu.
- In the confirmation dialog box, click Yes.
- Subject
- Category
- Due Date
- Status
- Priority
- Created Time
- Modified Time
- Latest to Oldest and vice versa (click the
icon)
- Agent and
- Due Date
- Update Tasks
- Delete Tasks
- Change Owner
- Select the task(s).
- Click Update from the mass actions list.
- Select the field to be updated and specify the new values for it.
- Click Save.
II. To delete one or more task(s):
- Select the task(s).
- Click Delete from the mass actions list.
- In the confirmation dialog box, click Delete.
III. To change the owner for one or more task(s):
- Select the task(s).
- Click Change Owner from the mass actions list.
- Select an agent or a team to assign the chosen tasks.
You can use the search bar to find an agent or a team by their name quickly.
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