Activities play an important role in daily business operations. Activities can be either time bound calendar events, such as meetings, seminars, appointments, etc., or status bound tasks, such as sending status report to manager, sending email to ...
You can change the board view to get an overall idea based on Calendar, Due Date, Priority and Section. The section view is the default view you get. Calendar view: See the overall picture of who needs to finish what and by when. Due Date view: All ...
For any sales person, a typical day at work is loaded with tasks. It could be the field work to visit a prospect for a demo, or the task to call up a prospect to discuss a deal, or to follow-up with customers after their visits to your website. There ...
Keeping track of many activities at work may sometimes be a difficult task. The Tasks feature lets you add tasks and set reminders to alert the appropriate person in time to complete the task. Managers and admins can also assign tasks to employees. ...
Sharing your Zoho CRM tasks is made easy with the Export to Google Tasks feature. By exporting the selected tasks from CRM to Google Tasks, you can view and share them with other users in Google Tasks. It also helps you schedule your business tasks ...