Guide to Create and ManageTasks

Timeline

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The Timeline section serves as a comprehensive overview, displaying all activities performed by the users. It helps users track completed, pending, and overdue tasks, providing a clear view of their work progress. Each task is listed with relevant details like scheduled times and completion status, enabling better task management and ensuring that no activity is overlooked.

• Purpose:  This article will guide you through understanding the Products module in Zoho CRM. It is designed for sales looking to effectively manage and track their company's product information.

Step by Step Instructions for creating and managing tasks 

Create task

Step 1 : Click on Add button on the top right as shown below and choose any task you want to create

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Step 2 : As a next step , a task popup opens up , The task pop-up allows users to create and schedule activities. It contains the following key fields:

1. Details:some text
   • Name: The title or name of the task.
   • Description: A brief description of the task.
2. Schedule for Later: A toggle to set the task for a later date, if needed.
3. Form: Allows the user to link a specific form to the task.
4. Jobs: Enables linking the task to specific job categories like Deals , Product demos, etc.
5. Participants: Assigns participants to the task (the first selected participant is considered the primary one)..

Step 3 : The pop-up also includes options to add follow-up tasks and a SUBMIT button to finalize the task creation.

Manage Tasks

• Visit timeline to manage tasks. To visit the timeline navigate to Channels > Sales CRM > Timeline.

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• As shown above , it has two main sections:

1. Tasks Section: Displays today's tasks, listed according to their scheduled or completed times.
2. Overdue Section: Displays tasks that have passed their scheduled time but have not been completed, organized by their original scheduled time, with the most recent overdue tasks shown first.

• A calendar allows you to select specific dates to view today's tasks, but it does not affect the overdue tasks. You can find it in top right corner.
• To filter tasks ,  clicking on

• it opens a pop-up with multiple fields for refining task views.

Task Notifications

• To ensure users stay on top of their tasks, push notifications will be sent at predefined intervals before the scheduled task time.
• The exact notification intervals can be customized to help users manage their schedules effectively, ensuring they never miss a task.

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Need More Help?

For further assistance, feel free to contact our support team. Visit our Support Center for detailed help and FAQs.

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