Set Task Status, Due Date and Priority - New UI

Setting Task Status, Due Date, and Priority

Task Status

An important aspect of customer support is to keep track of all the tasks that are created on your help desk. Task status accurately reflects the current stage of your tasks, from start to finish. With task status, you can neatly track and organize the numerous tasks, initiate and report pending action items, and expedite the support process.

Note: 
  1. By default, the support administrator has permission to set a task's status, due date, and priority.
  2. Agents with appropriate Tasks permissions can edit task status, due date, and priority. Only administrators can assign profile permissions to agents.


To set the status for a task

  1. In Zoho Desk, navigate to the Activities module.
  2. On the Activities Home page, click Tasks at the bottom of the left menu.
  3. Open the desired task to set the status.
  4. In the Task Details page, click the Status field on the left area.
  5. Select a Status from the status drop-down. 
  6. You can choose between: Not Started, Deferred, In Progress, Waiting on Someone, Canceled, or Completed.

The task is updated with the chosen status.  

Task Due Date

Set a due date or time to let your colleagues know when their tasks should be completed. Your agents can sort their tasks by due period to prioritize completion.

To set the due date for a task

  1. Navigate to the Activities module.
  2. On the Activities Home page, click Tasks at the bottom of the left menu.
  3. Open the desired task to set the due date.
  4. In the Task Details page, click the Due Date field on the left area.
  5. Select the desired date and time from the calendar.
  6. Click Set.

Task Priority

Priority defines the importance of a task. You can change the priority of a ticket to High, Medium, or Low from the Priority menu upon opening a ticket. There are five values for task priority: Highest, High, Normal, Low, and Lowest. 

To set the priority for a task

  1. In the Activities module, open the desired task to set priority.
  2. On the Task Details page, click the Priority field on the left area. 
  3. Select the desired priority from the drop-down.
    The task gets updated with the chosen priority.

Note: You can also edit a task's priority, status, and due date by using the Edit option under More (…) on the Task Details page. On the Edit Task page, make the desired changes and click Save.




      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now









                                                                                                                            • Related Articles

                                                                                                                            • Setting Ticket Preferences

                                                                                                                              Ticket due date, ticket priority, and ticket status are considered as ticket preference as agents can solve based on the requirement and urgency to solve the query. Setting ticket due date Agents can set the due date for closing a ticket based on ...
                                                                                                                            • Ticket Status Lifecycle Extension for Zoho Desk

                                                                                                                              A ticket can go through various statuses once it gets created. For example, upon its creation, ticket status is Open. When an agent replies to the ticket, its status will change to Resolved. Similarly, if the customer responds to the same ticket, ...
                                                                                                                            • Sort and Filter Articles By Status, Visibility, and Expiry Date

                                                                                                                              The Knowledge Base module functions as an information center featuring user centric articles, FAQs, eBooks, videos and more. These resources offer detailed explanations of products and services, empowering users to learn about products and ...
                                                                                                                            • Set Up IM Session Status Webhook

                                                                                                                              Never miss a conversation update in IM! With the IM Session Status webhook, you’ll know right away when a live chat or instant message session changes status, so you can respond quickly, keep your team informed. What can you achieve with the IM ...
                                                                                                                            • On Hold state - Use cases and Behavior

                                                                                                                              Zoho Desk allows you to pause SLA timers on tickets when you are waiting for an event to happen. You can do this by selecting a status that is mapped to the On Hold state. However, it is important that you understand the functionality and which parts ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources