Automation - Workflow Tasks
Workflow tasks allow you to automatically delegate important responsibilities to different employees within the end user organization.
To create a workflow task
- Log in to Zoho Developer console and click CRM for Verticals.
- Select the application you'd like to modify and click Edit.
- Click Automate in the left pane and select Workflow.
- Select Tasks tab at the top of the page and click New Task.
- In the New Workflow Task page, do the following:
- Select the Module from the drop-down list.
- Enter a Subject for the task.
- Specify the Due Date.
- Select the Status of the task from the drop-down list.
- Select the task Priority from the drop-down list.
- If you'd like to notify the recipient of the task via email, click the check box labeled Send Email Notification.
- If you'd like to send a reminder to the recipient of the task, click the check box labeled Send Reminder.
- Select the day and time you'd like the reminder to be sent.
- Select the type of reminder:
- Alert through Email - A reminder email will be sent to the task owner at the specified time.
- Alert through Pop-up - A pop-up reminder will be initiated to the task owner at the specified time.
- Enter the task Description.
- Click Save.
A new workflow task will now be available.
Note
- Workflow tasks cannot be created for modules that does not support tasks in your Vertical CRM.
- Workflow tasks cannot be associated to a workflow rule if the Execution Criteria selected for a rule is 'Delete'.
- If the Assigned To field is left blank, the system will automatically assign the Task to the record's owner.
- If you select a workflow task while importing records (such as leads, accounts, contacts), Notify Assignee option (though selected for the particular workflow task) will not be applicable.
- If the owner of the task is inactive or unconfirmed, then the task will be automatically assigned to the owner of the record to which the task is added. In case the record's owner is also an inactive or unconfirmed user, then the task will be assigned to the Super Administrator.
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 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:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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?
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
Workflow Rules in Vertical Solutions
Workflow Rules automate actions such as sending email notifications, assigning tasks, and updating record fields based on specified conditions. This feature simplifies processes by automating tasks when certain criteria are met. Key Components of a ...Workflow Tasks
Workflow tasks allow you to automatically delegate important responsiblities to different employees with the end user organization. To create a workflow task Log in to Zoho Developer console and click Extensions for Zoho CRM. Select the extension ...Automation - Workflow Rules
This guide will help you with the following: Create Workflow Rules Part 1 - Specify the basic details of the rule Part 2 - Configure the execution criteria Part 3 - Set the rule criteria Part 4 - Associate instant and/or time based actions ...Automation - Creating Blueprints
Building a blueprint can be summarized into three main steps: Specify the basic information: This includes the module, layout, and field for which the process should be created. Define the process flow: This involves using the Blueprint Editor to ...Automation - Workflow Field Updates
Field Update helps you automatically update certain field values in the records, when the associated workflow rule is triggered. To create field updates Log in to Zoho Developer console and click Vertical Solutions. In the Vertical CRM page, select ...
New to Zoho LandingPage?
Zoho LandingPage Resources