Working with Activities - Zoho Desk Knowledgebase

Working with Activities in Zoho Desk

The Activities module is where you can create and keep track of all the tasks, calls, and events. Each activity has vital information on the start time, duration, priority level, status, and other parameters that can be accessed from within an activity.

Tasks
Tasks are your to-do list in Zoho Desk that enables you to stay right on top of your customer tickets. They can be stand-alone or associated with tickets. Tasks ensure various actions get done in a time-bound and orderly manner within your help desk. For example, if you know you are supposed to fix a bug for a customer, you would create a task such as Fix Bug.

Events
Events are calendered activities like your meeting or trade shows with customers that happens at a given place and time. An event has a scheduled time, date, and duration associated with it. You can set reminders to stay on top of your events.

Calls
Calls enable you to capture and keep track of inbound and outbound calls in Zoho Desk.  Use Log a Call during or after a conversation to make sure that you capture important call details. You can also schedule calls, so the app pops up a reminder when it's time to dial in.

Activity Views
Take a look at the Activities View to get a clear picture of all the necessary details of activities grouped under three categories. You can view your activities from the pre-defined List views or create a custom List view. If you’re working from a particular ticket, you can get a better context on related activities from the Activity sub-tab on the record.

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