Accessing Activities Module in Android - Mobile| iOS

Accessing Activities Module in Android

The activities module helps users track tasks, events, and calls, with each parameter having its own vital information like priority level, status, and due date.
The tasks, events, and calls can either be stand-alone records or associated with tickets.

Creating a task

Every ticket will have a to-do list for the agents to perform before it can be marked as closed. Tasks are the to-do list that ensures that the actions associated with a ticket are done in a time-bound and orderly manner.
There can also be stand-alone tasks. For example, a user can create a task to perform a routine security scan, conduct a training session for new employees, etc. that are unrelated to a ticket.
For every task, the agents can set reminders, priority, due date, and more to stay on top of the project. 


To edit or delete a task, click on the respective icons.  

Creating an event

Events are calendared activities. It helps the agents schedule an activity that has a specific place, time, and duration, so that they can keep better track of their programs and schedules.
For example, if a manager wants to set a reminder for the monthly review meeting, an event can be created to notify the team members about it, without having to create a ticket.



Users can edit or delete   the created event.

Making calls

Calls help users keep track of inbound and outbound calls in Zoho Desk. In the mobile app, users can also schedule calls so that the app pops up a reminder when it's time to dial in.
Notes
The users cannot make calls using the mobile app; they can only record the details of inbound and outbound calls and schedule calls.



Users can edit or delete   the created call.

For every task, event, and call, the users can add comments, attachments, and time entries present in the subtab of the activity detail page.


Activity views

System-defined standard views categorize the activities as tasks, events, and calls.
In the activities view, the users can star or unstar views through the edit views screen and also reorder the views from the Edit Views screen.





 

      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 FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              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

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo 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


                                                                • Desk Community Learning Series


                                                                • Digest


                                                                • Functions


                                                                • Meetups


                                                                • Kbase


                                                                • Resources


                                                                • Glossary


                                                                • Desk Marketplace


                                                                • MVP Corner


                                                                • Word of the Day


                                                                • Ask the Experts


                                                                  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

                                                                                                                          • Accessing Activities Module in iOS

                                                                                                                            The Activities module helps users track tasks, events, and calls, with each parameter having its own vital information like priority level, status, and due date. The tasks, events, and calls can either be stand-alone records or associated with ...
                                                                                                                          • FAQs: Ticket Management

                                                                                                                            1. What is a ticket and where does it originate from? Tickets are support requests that are submitted by customers. They contain the support conversations and other important details, such as priority, category, and status, that help agents ...
                                                                                                                          • Viewing Formula Field in Android

                                                                                                                            Formula field is currently available only on Early Access. Kindly fill out this Registration Form to request early access. Formula field is a custom field that automatically derives a value by computing the values in the different fields. The output ...
                                                                                                                          • Predefined and Custom Event Views

                                                                                                                            Time-bound activities like meetups, demonstrations, and customer onboarding frequently happen as part of sales activities. It's easier to find events that have similar attributes with list views. For example, you can view meetings that are scheduled ...
                                                                                                                          • Adding, Editing, and Deleting Calls

                                                                                                                            Calls are the most important of all customer support activities. Often agents receive customer issues over the phone and resolve them whenever possible. It's essential to log calls, as it helps to: Track the number of calls that are received and ...
                                                                                                                            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