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. |
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. |
To color code the picklist values
Go to Set up > Customization > Modules and Fields
In the modules list view, Click Meetings
Select the Standard layout to add the picklist
Select or add a picklist from new fields tray to the layout.
Click on the ellipses option (...) on the picklist and select Edit Properties.
Select Enable color coding for picklist values.
Assign colors by clicking on the color palette available for each picklist values.
Click the add icon + to find more hues of the colors.
Click Done, and Done.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
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.