Add, Edit and Delete Tasks - Zoho Desk Knowledgebase

Add, Edit and Delete Tasks

A task is a specific piece of work required to be completed within a given time frame. Agents can create tasks that can be either associated with a ticket or stay stand-alone. Tasks are listed in the Tasks home page, and inside their corresponding tickets.

Adding a Task
Typically, tasks are added to your help desk in the following ways: 
  • Agents can manually create tasks and associate them with tickets.
  • Create a task and assign it to a user, upon triggering a Workflow rule.
  • Map tasks with their related tickets in an XLS or CSV file and import them.

To add a new task:
  1. Click the Activities module.
  2. In the Activities Home page, click Tasks on the bottom of the left panel.
  3. Click the Add icon  ) from the top bar.
  4. On the Add Task page, fill in the details about the task.
  5. Click Submit.

  • Tasks will be closed, only when the Status of the task is updated as Completed.
  • The status, Completed, is a system defined field. An alternate custom field with the same label will not close the task automatically.

Adding Attachments
Once the task is created, you can add attachments to it. For example, you can attach documents, screen shots or video snippets that can assist your agents to fix an issue or a bug. 

To add an attachment:
  1. Open a task in its detail view. 
  2. In the Task Details page, click the Attachments tab. 
  3. Click the Add icon  ) to upload a file.

You can click Delete corresponding to the files to delete them. 

Set Reminders
There are three options for task reminders:
  • Alert through Pop-up
  • Alert through Email
  • Alert through SMS

To set reminders for tasks:
  1. Open the task for which you want to set reminders.
  2. In the Task Details page, click the Edit icon  ) in the header.
  3. Toggle the Set Reminder option to ON.
  4. Choose the amount of time before the task start time when you want a reminder; the default is 1 minute.
    You can also set the specific date and time when you want task reminders.
  5. Choose Alert Through Pop-up, Email or SMS as required.
  6. Click Save.

Editing a Task
You can edit an existing task to add more context to it.
To edit task individually:
  1. Open a task to view its details.
  2. Click the Edit icon  ) in the header of the task details page.
  3. In the Edit Task page, perform the necessary edits and click Save.
You can also edit a task from the Task List View page. In the list view, hover your mouse over a task and click the Edit icon  ) to edit the same. 

Deleting a Task
Occasionally you may need to remove some of the unnecessary tasks from Zoho Desk.
To delete tasks individually:
  1. Open a task to view its details.
  2. Click the Delete icon  ) in the header of the task details page. 
  3. Click Delete to confirm.
When you delete a task, it will be moved to the Recycle Bin in your help desk.

    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 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

                  Zoho SalesIQ Resources

                      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

                                                          • Add, Edit and Delete Accounts

                                                            In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, for which you provide customer support. You can associate an account with contacts (persons) within the company who send in support ...
                                                          • Add, Edit and Delete Contacts

                                                            Contacts, also known as end-users are customers who send in support tickets through one of the many channels you have enabled in Zoho Desk. They can submit tickets, read articles and track the status of their tickets on your Help Center. Also, ...
                                                          • Add, Edit, Unpublish and Delete KBase Articles

                                                            The Knowledge Base is where your customers can access the solution articles you create for addressing various issues. You can create articles and group them under custom sections for ease of access. Before you get started with adding articles, please ...
                                                          • Add, Edit and Delete Events

                                                            If you intend to schedule an activity in Zoho Desk that has a specific place, time, and duration, you must use events. By using events you and your customer support teams can keep better track of your programs and schedules. For example, If you’re ...
                                                          • Add Edit and Delete Calls

                                                            Calls are the most important of all customer support activities. The phone is where customer issues are received, and it is usually where they’re closed. So it is essentially an activity that must be logged. Call logging is essential to precisely ...



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


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


                                                          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