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Comprehensive CRM platform for customer-facing teams.

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Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

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RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

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Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
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LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
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CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
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Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

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CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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Marketplace
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Add a Personal task

  1. Login to Zoho Mail or Zoho ToDo
  2. You can either navigate to the Tasks app or create your task using any other method. Once the create task window pops up, mention your Task title and an assignee.
  3. Select Personal tasks from the drop-down list. You can also choose a Personal Category by clicking the drop-down list next to under.
  4. Once you filled in other necessary details, click Save.

Add a Group task

  1. Login to Zoho Mail or Zoho ToDo
  2. You can either navigate to the Tasks app or create your task using any other method. Once the create task window pops-up, mention your Task title and an assignee.
  3. Select the appropriate group from the drop-down list next to in. You can also choose a Group Category by clicking the drop-down list next to under.
  4. Once you filled in other necessary details, click Save.

Add a Recurring task

  1. Login to Zoho Mail or Zoho ToDo
  2. You can either navigate to the Tasks app or create your task using any other method. Once the create task window pops-up, mention your Task title and an assignee.
  3. Select the appropriate task type—Group or Personal tasks, and Category, if needed, from the drop-down lists.
  4. Once done, click the recurring icon to open the Recurrence pattern settings.
  5. Choose the recurrence pattern suitable to you and then click Save.
  6. After adding other necessary details to the task, click Save.

Add subtask

  1. Login to Zoho Mail or Zoho ToDo
  2. You can either navigate to the Tasks app or create your task using any other method. Once the create task window pops-up, mention your Task title, assign a user and set the due date.
  3. Select the appropriate task type—Group or Personal tasks, and other necessary details.
  4. In the Subtasks section, mention the task name and the assignee. Hit the enter key to save the Subtask. You can add as many subtasks as you want and assign anyone from the organization for the same.
    Subtask
  5. Once done, click Save to create the overall task.

Multiple ways to create a task

Add using the New Task button

  1. Login to Zoho Mail and navigate to Tasks or Zoho ToDo
  2. Click the New Task button in the left pane.
  3. Enter your task name and other required details in the Add task pop-up.
  4. Once done, click Save.

Add Task using Smart Create menu

  1. Login to Zoho Mail
  2. Select the text you want to add as a task. The Smart Create menu will pop up.
  3. Click the Create Task icon.
  4. The text you selected will be added as the Task title and description. You can edit them and add other details as well according to your requirement.
  5. Once done, click Save.

Add Task from Mail View pane

  1. Login to Zoho Mail
  2. From any email, click the More Actions icon.
  3. From the drop-down, click Add to and then choose Tasks.
  4. The subject of the email will become the title of the Task and the whole email will be added to the description. You can edit them and add other details as well according to your requirement.
  5. Once done, click Save.

Add Task from Mail Listing pane

  1. Login to Zoho Mail
  2. Right-click any email you would like to add as a task.
  3. Click Add to and then click Tasks.
  4. The subject of the email will become the title of the Task and the whole email will be added to the description. You can edit them and add other details as well according to your requirement.
  5. Once done, click Save.

While creating group tasks from emails, you can also share the linked conversation with the group. The task and the linked email can be viewed on the group's Streams page. You can also view the email from which the Task was created using the Open Linked email icon in the Task.

Add Task as a Streams post

  1. Login to Zoho Mail and navigate to Streams.
  2. Click on the message composer, and go to Add Task.
  3. Enter your task title. You can assign the task to your colleague or yourself by @ mentioning them next to the task title.
  4. If you want to add your task to a Group, you can select the Group name from the drop-down. But if you want to keep it as a personal task, you can choose My Stream from the drop-down where no one else would be able to view your task and your task will get added to your Personal tasks.
  5. Add other details like sub-tasks if you want. 
  6. Once done, click Add.

Add Task from Views

  1. Login to Zoho Mail and navigate to Tasks or Zoho ToDo
  2. From any View and design mode, click the + icon.
  3. Enter the Task title and @mention the assignee.
  4. And then press the enter or return key in your keyboard.

Note:

When you add a task using this method, the task will automatically take the value of the section you are adding the task from. For example, say you grouped your tasks by Priority. And there are three sections displayed—High, Medium, and Low. If you click the + icon available in the High section, to add a new task, the task will be automatically set to High Priority. It works the same way with other fields like Assignee, Category, and Status among others.

Add Task using Cheatsheet

Tasks offers a few pre-defined hacks to create or add your tasks. Using the below-mentioned format, you can add tasks by sending an email to yourself. The subject of your email will be added as the 'Task Title' and the content of the email will be added as the 'Task Description'.

Email ToExampleTask Creation Details
<username>+task@domainname.comrebecca+task@zylker.comCreates a Personal task.
<username>+task+1Sep2020@domainname.comrebecca+task+1Sep2020@zylker.comCreates a personal task with a Due date. 
<username>+task+1Sep@domainname.comrebecca+task+1Sep@zylker.comCreates a task with the due date as 1 Sep 2020 if it's not elapsed otherwise, sets the due date to 1 Sep 2021

<group-id>+task@domainname.com

cc: member@domainname.com

marketing+task@zylker.com

cc: paula@zylker.com

Creates a group task and assigns it to the member added in the cc of your email. In this example, the task will be assigned to Paula.

<group-id>+task+1Sep2020@domainname.com

cc: member@domainname.com

marketing+task+1Sep2020@zylker.com

cc: paula@zylker.com

Creates a group task with the due date as 1 Sep 2020 and assigns it to the member added in cc. In this example, the task will be assigned to Paula.

You can easily access the Cheatsheet in your Tasks app by navigating to the More Actions icon and clicking Cheatsheet.

Import tasks

You can import tasks from any other application or desktop anytime into the Tasks application. The options to import tasks are:

Add Custom fields to your tasks

Every organization is different. You might want your organization users to add more information to your tasks. For example, if you work in the construction field, you might want your users to add the location of the project they add tasks for. In such cases, you can add a custom field.

Custom fields are specific to the group you create them for. To add a custom field,

  1. Login to Zoho Mail and navigate to Tasks or Zoho ToDo
  2. If you want to add Custom fields for your Personal tasks then select Personal tasks from the LHS menu. If you want to add Custom fields for your Groups, then select the respective group.
  3. Click the More Actions icon and navigate Task settings.
  4. Under the Task Settings, navigate to the Custom fields section.
  5. Select the field type.
    • Text field: You will have to type in the value. The field will accept alphabets, numbers, and special characters.
    • Numeric: You can give in any number as the value. It can be a whole number or a decimal number.
    • Dropdown: You will have to provide a set of values by clicking Add option from which one of the choices can be selected as a value.
    • MultiChoice: You will have to provide a set of values by clicking Add option from which one or more choices can be selected as values.
  6. You can make the Custom field mandatory for the users to fill during task creation by enabling the Mandatory toggle.
  7. Check the preview generated and once you are satisfied with the result, click Create.

Add Task to other Zoho applications

You can add tasks to other Zoho applications—Zoho CRM, Zoho Connect, Zoho People, Zoho Desk and Zoho Projects, right from Tasks' Unified view. Click here to know more.

Still can't find what you're looking for?

Write to us: support@zohomail.com