Hi everyone,
I’m trying to find a way to streamline task management in Zoho CRM. Specifically, I want to know if it’s possible to add a button directly in the list view of the Tasks module one button per task that allows users to close a task without having to open the record.
Has anyone implemented something like this? Is it possible through a custom button, function, or other workaround?
Appreciate any guidance or suggestions.
Thanks!