Zoho CRM Activities: Working With Tasks

Zoho CRM activities such as tasks help you keep track of what you need to do in Zoho CRM.

Learn:
- what is a task in Zoho CRM?
- how to create a task
- what to do when a task is completed

This video is brought to you by the trainers at The Marks Group. At The Marks Group, consultants are available to help you set up and customize your Zoho products to meet your businesses needs.
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[TinkerBella]

hi i am trying to figure out how i can follow a coworkers task in the CRM when i am looking at a task for myself or a coworkers on the right side before hitting the edit button you have an info tab and a timeline tab. under the info tab there is a spot that says 0 followers we are trying to figure out how one would follow a task

[thesignalroomYT]

Hello I had a quick question whenever I change a specific field on one of the clients it shows up as a task as it's supposed to since I made a workflow for it.
However if I upload a report that updates the current clients information the task will not show up.

For example I currently have a workflow setup that creates a task notification in my dashboard notifying when a status changes from active to terminated.
If I go into it through the CRM and change it myself it will create the task notification. However if the client is active and already in the CRM and I Import another report
That has that same client as terminated it will update in the system but it will not create a task for it I will still have to manually change it once it Import

Is there any way around this?

[alexlopez]

Task Home Page - Is there a place where I can see all of the open tasks for a user?