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.

    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









                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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

                                                                                                              • Adding, Editing, and Deleting Events

                                                                                                                If you intend to schedule an activity on Zoho Desk that has a specific place, time, and duration, you need to use events. Zoho Desk's built-in event manager provides an easy way to manage your events. By using the Zoho Desk's events, you and your ...
                                                                                                              • Working with Tasks

                                                                                                                A task is a specific piece of work required to be completed within a given time frame. They can either be stand-alone, such as giving product demos or sending follow-up documents, or associated with the tickets. A ticket often requires a lot of ...
                                                                                                              • Predefined and Custom Activity Views

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

                                                                                                                Help Desk is a department in an organization that is in charge of providing the support needed by customers while using the company's product or a service. Customers contact the help desk when they have a question or a problem and a product expert ...
                                                                                                              • Marking an Activity as Spam

                                                                                                                Activities include calls, tasks, and events associated with contacts or tickets. Each activity has vital information on the start time, duration, priority level, status, and other parameters that are accessible within the record. In this article, we ...
                                                                                                                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