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:
- Click the Activities module.
- In the Activities Home page, click Tasks on the bottom of the left panel.
- Click the Add icon (
) from the top bar.
- On the Add Task page, fill in the details about the task.
- Click Submit.
Note:
- 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:
- Open a task in its detail view.
- In the Task Details page, click the Attachments tab.
- Click the Add icon (
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:
- Open the task for which you want to set reminders.
- In the Task Details page, click the Edit icon (
) in the header.
- Toggle the Set Reminder option to ON.
- 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. - Choose Alert Through Pop-up, Email or SMS as required.
- Click Save.
Editing a Task
You can edit an existing task to add more context to it.
To edit task individually:
- Open a task to view its details.
- Click the Edit icon (
- 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:
- Open a task to view its details.
- Click the Delete icon (
) in the header of the task details page.
- Click Delete to confirm.
When you delete a task, it will be moved to the Recycle Bin in your help desk.
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 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?
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
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 ...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, Clone, 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 ...Adding and Managing Teams
Building teams in Zoho Desk Teams consist of users or agents who are grouped based on similar attributes, like skills, job profiles, regions, interests, and expertise. Depending on the business needs and support process, teams can be comprised of ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources