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.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
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 ...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 ...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 ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources