Skip to main content
close
  • Recent Launches
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Recent Launches

New

Easy domain registration, transfer, and secured DNS management.

Try now
New

Payroll software with automated tax payments and filing.

Try now
New

Low-code IoT platform and solutions for connected businesses.

Try now
New

Business formation service to launch and grow your businesses.

Try now
New

Unified payment solution built for all businesses.

Try now
New

Comprehensive email security and archiving for every business.

Try now
Suites

Cloud-based qualitative data analysis tool.

Try now
New

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

Try now
New

Modern retail POS to sell better, manage your entire business, and join the digital revolution.

Try now
SuitesNew

Unified project management platform for intelligent, data-driven work.

Try now
Suites

Unified platform for customer service and support teams.

Try now

Sales

CRM

Comprehensive CRM platform for customer-facing teams.

CRM
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
Thrive

Complete loyalty and affiliate management platform.

Thrive
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

Campaigns

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

Campaigns
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Social

All-in-one social media management software.

Social
Survey

Design surveys to reach and interact with your audience.

Survey
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Sites

Online website builder with extensive customisation options.

Sites
Backstage

End-to-end event management software.

Backstage
PageSense

Website conversion optimization and personalisation platform.

PageSense
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
Webinar

Webinar platform for webcasting online webinars.

Webinar
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
NEW
Domains

Easy domain registration, transfer, and secured DNS management.

Domains
NEW
CommunitySpaces

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

CommunitySpaces
Thrive

Complete loyalty and affiliate management platform.

Thrive
Publish

Manage all your local business listings on a single platform.

Publish
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
Voice

Cloud Contact Center Software for businesses.

Voice
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
FSM

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

FSM
Lens

Interactive remote assistance software with augmented reality.

Lens
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

Books

Powerful accounting platform for growing businesses.

Books
Expense

Effortless expense reporting platform.

Expense
Sign

Digital signature app for businesses.

Sign
Inventory

Powerful stock management and inventory control software.

Inventory
FREE
Invoice

100% Free invoicing solution.

Invoice
Billing

End-to-end billing solution for your business.

Billing
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Commerce

eCommerce platform to manage and market your online store.

Commerce
Checkout

Collect payments online with custom branded pages.

Checkout
Practice

Practice management software for accounting firms.

Practice
Solo

The all-in-one toolkit for solopreneurs.

Solo
NEW
Payments

Unified payment solution built for all businesses.

Payments
Suites
Finance Plus

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

Finance Plus

Email, Storage, and Collaboration

Mail

Secure email service for teams of all sizes.

Mail
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
WorkDrive

Online file management for teams.

WorkDrive
Bookings

Appointment scheduling app for consultations with customers.

Bookings
Cliq

Stay in touch with teams no matter where you are.

Cliq
Notebook

Beautiful home for all your notes.

Notebook
Meeting

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

Meeting
Connect

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

Connect
Learn

Knowledge and learning management platform.

Learn
Office Integrator

Built in document editors for web apps.

Office Integrator
Writer

Word processor for focused writing and discussions.

Writer
TeamInbox

Shared inboxes for teams.

TeamInbox
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Show

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

Show
Tables

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

Tables
Sheet

Spreadsheet software for collaborative teams.

Sheet
Office Suite

Powerful collaborative work platform for teams.

Office Suite
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
ToDo

Collaborative task management for individuals and teams.

ToDo
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

Expense

Effortless expense reporting platform.

Expense
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
People

Organize, automate, and simplify your HR processes.

People
Sign

Digital signature app for businesses.

Sign
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Shifts

Employee scheduling and time tracking app.

Shifts
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
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
Assist

Remote support and unattended remote access software.

Assist
Vault

Online password manager for teams.

Vault
Directory

Workforce identity and access management solution for cloud businesses.

Directory
Lens

Interactive remote assistance software with augmented reality.

Lens
QEngine

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

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
eProtect

Comprehensive email security and archiving for every business.

eProtect
FREE
OneAuth

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

OneAuth
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit

BI and Analytics

Analytics

Modern self-service BI and analytics platform.

Analytics
DataPrep

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

DataPrep
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT
Embedded BI

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

Embedded BI

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
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

Creator

Build custom apps to simplify business processes.

Creator
Flow

Automate business workflows by creating smart integrations.

Flow
Office Integrator

Built in document editors for web apps.

Office Integrator
DataPrep

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

DataPrep
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Tables

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

Tables
QEngine

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

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
IoT

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

IoT
Apptics

Application analytics for all apps.

Apptics
Embedded BI

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

Embedded BI

IoT

NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
Finance Plus

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

Try now
Finance Plus
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
Projects Plus

Unified project management platform for intelligent, data-driven work.

Try now
Projects 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.

TRY 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.

EXPLORE MARKETPLACE

Unified View in ToDo

Overview

Unified View in Zoho ToDo is a one-stop destination where you can access tasks from five different Zoho applications— Zoho ToDo, Zoho CRM, Zoho Projects, Zoho People, Zoho Desk and Zoho Connect, on a single screen. To access Unified View,

  1. Login to ToDo.
  2. In the left-hand side menu, click Unified View.
    Unified view

If you can't find the Tasks from other applications, make sure you have enabled the integration between Zoho ToDo and the respective Zoho application.

Enable Integrations

To access tasks from applications other than Zoho ToDo, the integration should be enabled between the applications and Zoho ToDo through Zoho Mail settings. To do so, 

  1. Login to Zoho Mail
  2. Go to Settings on the right-hand side and under the Mail settings, navigate to Integrations.
    Enable integrations
  3. Find the application of your choice—Zoho CRM, Zoho Projects, Zoho People, Zoho Desk and Zoho Connect, and toggle the integration ON.

Note:

  • If you can't find the integration you're looking for, click the Install from Marketplace button. A new tab within Zoho Mail UI will take you to the Integrations and Extensions page in marketplace for Zoho Mail. Find the respective application using the search bar and then click Activate to enable it.
  • You don't have to enable the integration for Zoho Connect as it will be automatically enabled.

Unified View

As soon as you enter the Unified View, you will see the list of all the tasks assigned to you across applications. Things you can do here:

  • Reshuffle the application order based on your preference by dragging and dropping.
    Rearrange apps
  • You can choose to show or hide your preferred application by navigating to the Show/Hide Apps icon.
    Show/Hide apps
  • Click on the particular application to get its expanded, detailed view. This expanded view of the application of your choice will automatically be retained for your next visit to Unified view until you navigate back using the top menu.
    Expand view
  • Add new tasks to the application of your choice by clicking the + icon on the respective kanban board.
    Add task
  • Edit the existing tasks by clicking on the task card or clicking the edit icon.
    Edit task
  • You can go to the respective application by navigating to the More Options icon and clicking the "Open in" option.
    Open in other zoho apps

Once you enter an application's expanded view, you can view edit the tasks assigned to you along with the tasks you have access to. From here, you can change the Assignee, Status, Views, and apply filters that are specific to that Zoho application.

Add new tasks to the Unified View applications

Using the New Task button

  1. Login to Zoho ToDo.
  2. Click the New Task button on the left-hand side pane.
  3. In there click the Mail icon. You will be given the choice to select between the available Zoho applications.
    other zoho apps
  4. Click the icon of the application you prefer and proceed to add the task as you usually would.
  5. Once done, click Save.

By expanding the view

  1. Login to Zoho Todo.
  2. Click Unified view available in the left-hand side pane.
  3. You can see the Tasks of other Zoho applications listed. You can expand an application by clicking the respective application's logo on the board.
    Add tasks from unified view
  4. In the expanded view of the application of your choice, you can add a new task as usual.

Using the + icon on the kanban board

  1. Login to Zoho ToDo.
  2. Click Unified view available in the left-hand side pane.
  3. Click the + icon present on the kanban board of the application you would like to add new tasks.
    Add task in kanban board
  4. Enter your task's title and hit enter. You can also expand the task card and access more options by clicking the pop-out icon.​