Standard Fields in Tasks and Events | Online Help - Zoho CRM

Standard Fields in Tasks and Meetings

Following are the list of Zoho defined standard fields available in the Tasks module:

Field Name
Description
Task Owner
Select the name of the user to whom the task is assigned.
Subject*
Specify the name of the task. This field is mandatory.
Due Date
Specify the due date for the task.
Contacts/Leads
Select the related contact or lead.
Accounts
Select any other record related to the task.
Status
Specify the status of the task.
Priority
Select the due date.
Send Notification Email
Select the check box to send notification email to the task owner.
Remind At
Select the check box to set reminder for the task.
Recurring Activity
Select the check box to mark it as a recurring activity.
Description
Specify the details about the task.

Events is renamed as Meetings
Following are the list of Zoho defined standard fields available in the Meetings module:
Field Name
Description
New Meeting
Specify a name for the meeting.
Location
Enter the venue for the meeting.
All Day
Select the checkbox if it is an all day meeting.
From
Specify the date and time when the meeting will be started.
To
Specify the date and time when the meeting will be over.
Participants

Add invitees who will participate in the meeting.

Related To
Select the contact or lead related to the meeting.
Repeat
Specify the recurring pattern for the meeting.
Description
Specify the details about the meeting.
Reminder
Set a reminder for the meeting.
Color coding picklist values in Meetings
In the Meetings module, you can ascribe colors to the picklist values for ease of identification. These values will be displayed in color in the following places: CRM calendar, related lists of a record, activities module, reminder, home page, list view, kanban view etc..Only 1 picklist field in a layout and a maximum of 20 values of a field can be color coded.
 
Administrators or users with Module customization permission can determine the colors for the picklist values . Users who wish to change the ascribed color, can customize the field colors by accessing Calendar > Options > Preferences > Color Coding. These colors however will be specific to their account only.
      

To color code the picklist values

  1. Go to Set up > Customization > Modules and Fields

  2. In the modules list view, Click Meetings

  3. Select the Standard layout to add the picklist

  4. Select or add a picklist from new fields tray to the layout.

  5. Click on the ellipses option (...) on the picklist and select Edit Properties.

  6. Select Enable color coding for picklist values.

  7. Assign colors by clicking on the color palette available for each picklist values.

  8. Click the add icon + to find more hues of the colors.

  9. Click Done, and Done. 




Aside from the standard fields, you can also add custom fields to Tasks and Meetings. Read more about Customize Meetings Module

SEE ALSO


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Working with Meetings

                                                                                                    Activities module is split up into Tasks, Calls, and Meetings modules. This change will reflect for new sign-ups from September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls, and Meetings modules to ease ...
                                                                                                  • FAQs: Activities

                                                                                                    1. Where can I view the closed sales activities like tasks, calls, and meetings associated with a record? The Closed Activities related list displays all the closed activities like tasks, calls, and meetings related to a record. You can customize the ...
                                                                                                  • Standard Modules & Fields

                                                                                                    The standard modules in Zoho CRM: Leads Accounts Contacts Deals Campaigns Forecasts Cases Solutions Products Price Books Quotes Reports Invoices Vendors Purchase Order Sales Orders Tasks Dashboards Documents Calls Meetings The following tables give ...
                                                                                                  • Working with Tasks

                                                                                                    Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...
                                                                                                  • FAQs: Tasks Module

                                                                                                    Can I create tasks and meetings in Zoho CRM? In Zoho CRM, you can create and associate business tasks, meetings, and log calls in the corresponding Tasks, Meetings and Calls module. Each activity has key information such as the date, time, priority ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources