A Guide on Assigning Tasks with ZOHO CRM

Finding the right task management software can be a challenging task. Maybe your project has unique requirements, or perhaps you have a lot of time on your hands (which isn’t a bad thing). Zoho has been able to find that sweet spot between functionality and simplicity. Anyone can quickly get started using Zoho with no training or prior experience. Zoho offers a graphical interface with wizards to walk you through the setup process for a wide variety of organizational tasks so that you can concentrate on your work instead of your software.

Zoho CRM is a simple, user-friendly and easily customized customer management program that helps you organize your customer data and communication. It consists of many features like Salesforce automation, real-time reporting, leads generation, etc. However, the task manager is the most helpful tool for your CRM effectiveness. The tool looks like a Gantt chart where you can create tasks and assign them to your team so that they can follow through without getting lost.

Creating a new task

Create a new task in Zoho CRM to track your new task. There are many useful features in this product that will save your time, energy & effort. It can help track multiple tasks, subtasks, due dates etc. It has a heat map that lets you know how important a particular task is and tracks small activities within tasks, such as scheduling a meeting with a client or downloading an app. Create the task right in the list of tasks and add a due date, due sender and notes at the end. You can use filters on the tasks to only show tasks that are due at specific times or if they involve particular participants (e.g. new meeting with a client) or the person’s name who will receive the task on behalf of the client (e.g. John Smith).

Repeating tasks

Many of us have the same daily tasks listed on our To-Do list. Whether it’s buying a product, attending a meeting, or sending an email, we tend to repeat them over and over again. As a result, it’s easy to get distracted by the next big thing or the following information release. But what if you could create a list of daily tasks that helped you get back to doing a better job in the here and now? Using the free Zoho CRM, you can create a personalized list of tasks that helps you get the most done every day.

Notifications

Using the right tools can help you stay productive and organized. Involved tasks offer great value and can help you stay on top of things. However, it can be difficult to tell what’s important and what’s not. Whether due to lack of time or a lack of interest from our teammates, sometimes we drag our feet when scheduling and managing tasks. This is where Zoho’s notifications system can help us out. Notifications are delivered via email, directly on your mobile device or as a page update on the website (depending on which service you choose).

All-in-one task management tool

Zoho is an all-in-one task management tool, which can be integrated with other popular platforms like Microsoft Teams or Google Voice. It offers all the key features you would expect from a task management tool, including due dates, due credit balances, and mobile app notifications. In addition, Zoho can be used to track different projects and sync with any other applications that support external libraries. It comes with an effortless interface that’s easy to navigate and visually shows the information you need to keep track of.

SEO and ZOHO CRM

SEO is probably the most popular run-of-the-mill term that is thrown around by companies searching for ways to increase their search engine ranking — and it can make a real difference in how your website performs. Good SEO requires information about the search terms being searched and how these terms are used on different websites. Using the search engines provided within the Zoho CRM makes it easy for you to gather this information and put it together into a user profile that reflects your own style of website development.