How is the Task Subject customized?

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• Can I modify my task subject?

  By default, some of the common subjects, such as Call, Send E-mail, Meeting etc., are available in the Task form. You can also specify your own subject in the Subject field.

• Task List

  A task list  (to-do list) is a list of tasks to be completed, such as steps toward completing a Team Collaboration. A group of tasks comprises a task list in Team Collaborations. Add a task list Click Team Collaborations, select the required project ...

• Add a Follow-up Task

  To add a follow-up task Tap Messages icon in the Zoho CRM app. All the emails from the leads and contacts will be listed. Tap an email to open. Tap on the Task icon. In the Add Task screen, specify the task details and tap Save.

• Add a Follow-up Task using iPhone

  To add a follow-up task Tap the Messages icon in the Zoho CRM app. Email received from the leads and contacts will be listed.  Open an email and tap the Task icon. In the Add Task popup, specify the details and tap Save.

• Add a Follow-up Task in iPad

  To add a follow-up task Tap the Messages icon in the Zoho CRM app. Email received from the leads and contacts will be listed.  Open an email and tap the Task icon. In the Add Task popup, specify the details and tap Save.