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Comprehensive CRM platform for customer-facing teams.

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Simple CRM for small businesses moving from spreadsheets.

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Build online forms for every business need.

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SalesIQ

Live chat app to engage and convert website visitors.

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Bookings

Appointment scheduling app for consultations with customers.

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Sign

Digital signature app for businesses.

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RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

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Thrive

Complete loyalty and affiliate management platform.

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Cloud Contact Center Software for businesses.

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CRM Plus

Unified platform to deliver top-notch customer experience.

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All-in-one social media management software.

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Campaigns

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

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Forms

Build online forms for every business need.

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Survey

Design surveys to reach and interact with your audience.

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Sites

Online website builder with extensive customisation options.

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PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

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Webinar

Webinar platform for webcasting online webinars.

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Marketing Automation

All-in-one marketing automation software.

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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.

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Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

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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.

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Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

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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
 
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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
 
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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
 
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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
 
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IoT

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

IoT
 
DataPrep

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

DataPrep

IoT

 
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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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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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People Plus

Comprehensive HR platform for seamless employee experiences.

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Workplace

Application suite built to improve team productivity and collaboration.

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Marketing Plus

Unified marketing platform for marketing teams.

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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 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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Managing Tasks

Invite users

  1. Login to Zoho Mail and navigate to Tasks.
  2. Open the task you want to invite new users to.
  3. Click the + icon at the bottom of the Task.
  4. In the Invitee pop-up, enter the names of the users you want to share the task. You can add more than one user at once.
  5. After adding the names of all invitees, click Invite.

You can also invite users by simply tagging them in the comments section of a task. To invite users via comments,

  1. Open the task you want to invite new users to.
  2. In the comments section, @ mention the respective users. And then click Comment.

Categories

Create via LHS menu

  1. Login to Zoho Mail and navigate to Tasks.
  2. You can create categories for both Groups and Personal tasks.
    • To create a Category for Personal tasks, right-click Personal Tasks in the left-hand side pane.
    • To create a Category for any Group, right-click the respective group in the left-hand side pane.
  3. Click Add Category.
  4. Enter your Category name and then click Add. You can also choose a color to associate it with the group by clicking on the color of your choice.

     

Create via Task Settings

  1. Login to Zoho Mail and navigate to Tasks.
  2. If you want to add new Categories for your Personal tasks then select Personal tasks from the LHS menu. If you want to add new categories 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 Category section.
  5. Type in the name of your Category in the 'Search or Create a new category' text box.
  6. Once done, click Create. You can also associate a color with your Category by clicking on the color box.

You can view the Categories associated with your groups or Personal tasks listed under them in the left-hand side pane.

Add Task under a Category

To associate a Task under a Category,

  1. Login to Zoho Mail and navigate to Tasks.
  2. Open the task you want to map under a Category. It can be a new task or an existing task.
  3. Click the drop-down list next to the under option.
  4. Select the Category of your choice.

You have now successfully mapped your task under a Category. This will allow you to access them faster and makes organizing easier.

Delete a category

When you delete a category under Personal Tasks or a group, you'll be given the option to move your tasks to a different category under Personal Tasks or the group.

To delete a category and move tasks to a different category, navigate to the category under Personal tasks or a group in the left menu. Right-click on the category you want to delete and choose Delete category from the contextual menu. Choose the category to which you want to move the tasks to and click Change​​​​​.

delete category

Add Label/Tag to a task

  1. Login to Zoho Mail and navigate to Tasks.
  2. Open the task you want to assign a Label to. It can be a new task or an existing task.
  3. Click the Label icon. It will open the list of Labels you have created.
  4. Choose the labels you want to associate with your task. You can add more than one label to a task.
  5. Click Save, in case of a new task.

The Labels you associated your task with will be displayed in the Label section of your Task.

 Want to create custom Labels/ Tags? Learn more.

Customizing Tags list for a Group

Tags/ Labels are created commonly and will be available for all the Groups to use. But the requirements of each group will be different from the other. While some groups would want a Tag to be present, another group might not. And the preference in the order of the listing might also differ from group to group.

You can avoid these difficulties by customizing every group's Tag list specific to their requirements. To do so,

  1. Login to Zoho Mail and navigate to Tasks.
  2. If you want to customize the Tags list for your Personal tasks then select Personal tasks from the LHS menu. If you want to customize the Tags list for any of 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 Tags section.
  5. Hover over the Tag/ Label you want to hide or reorder.
    ​ 
    • To show/not show a Tag in the Tag list, click the hide/unhide icon.
    • To change the order of listing, drag and drop the Tags to fit the order of your choice.

Set Priority to tasks

  1. Login to Zoho Mail and navigate to Tasks.
  2. Open the task you want to set Priority. It can be a new task or an existing task.
  3. Click the Priority icon. You can set Priority to High, Medium, or Low.
  4. Once done, click Save, in case of a new task.

Task Status

Mark a task as complete

You can mark a task as complete by either changing its status to Closed or by striking it off in Streams. Apart from closing a task, you can also set it to different custom statuses that you create using the same steps.

To mark a task Closed in the Tasks app,

  1. Login to Zoho Mail and navigate to Tasks.
  2. Open the task you want to close or mark as complete.
  3. In the top left corner of the task, click the Status field.
  4. Change the task status to Closed.

If you want to mark a task as complete in Streams, 

  1. Login to Zoho Mail and navigate to Streams.
  2. Find the task you want to close.
  3. Click the checkbox placed in front of the task to strike it off.

The status of the task will get changed automatically to Closed.

Create custom Status

  1. Login to Zoho Mail and navigate to Tasks.
  2. If you want to create a custom Status for your Personal tasks then select Personal tasks from the LHS menu. If you want to create a custom Status for any of 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 Status section.
  5. You can also associate statuses with the color of your choice.
  6. Once done, click Create.

Copy Tasks

When you copy a task from one location to a different location, the task will be duplicated and placed in the new location and can be found in the original location as well. To copy a task,

  1. Login to Zoho Mail and navigate to Streams.
  2. Open the task you want to copy to a different location or Group.
  3. Click the More Actions icon and select Copy Task.
  4. Select the Group and the Group Category. You can choose to exclude the comments in the original task by unchecking the Include comments checkbox while copying the task.
  5. Once done, click Save.

Move Task

When you move a task, it will get moved from the original location to the new location. That is, the task will not exist in the initial location and can only be accessed from the new location you move it to.

  1. Login to Zoho Mail and navigate to Streams.
  2. Open the task you want to copy to a different location or Group.
  3. Click the More Actions icon and select Move Task.
  4. Select the Group and the Group Category. You can choose to exclude the comments in the original task by unchecking the 'Include comments' checkbox while copying the task.
  5. Once done, click Save.

Miscellaneous actions

Print Tasks

  1. Login to Zoho Mail and navigate to Streams.
  2. Open the task you want to print.
  3. Click the More Actions icon and select Print.
  4. In the pop-up window, click Print.

Archive Task

When you archive a task, it will be moved to the archive section. You can access the archived tasks by clicking the Filter icon. Note that when you archive a group task, the task will be archived for all group members, not just for you.

  1. Login to Zoho Mail and navigate to Streams.
  2. Open the task you want to Archive.
  3. Click the More Actions icon and select the Archive Task.
  4. In the pop-up, click Archive.

Delete tasks

  1. Login to Zoho Mail and navigate to Streams.
  2. Open the task you want to delete.
  3. Click the More Actions icon and select the Delete Task.
  4. In the pop-up, click Delete.

Watch or Unwatch tasks

When you unwatch a task, you will not receive any notifications related to that task. To watch or unwatch a task,

  1. Login to Zoho Mail and navigate to Streams.
  2. Open the task you want to watch/unwatch.
  3. Click the More Actions icon and select the Watch/Unwatch this task.

Other Actions

You can perform a few other operations by going to the More actions menu.

  • Disable/enable comments - You can disable or enable comments for that particular task. When you disable comments, the comments section will not be available for that task.
  • Share via Cliq - You can share your task via Zoho Cliq using this option. This is particularly helpful when you want to start an extended discussion.
  • Permalink - This option will copy the link of your task to your clipboard.

Bulk Actions

Other than performing operations using the More Actions menu, you can also perform bulk actions in the task view pane itself. To perform bulk actions,

  1. Login to Zoho Mail and navigate to Streams.
  2. Select the tasks you want to make changes to.

Using the Bulk Actions menu, you can perform actions such as changing priority, category, assignee, and status of multiple tasks in a single go. Apart from that, you can also tag, delete, archive, and export multiple tasks.

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

Write to us: support@zohomail.com