Create Tasks

A task is a specific piece of work required to be done within a given time frame. 

To create tasks

1. In the Activities module, click New Task.
   You can also create a task from within a record by clicking the New Task link in the Open Activities related list.
2. In the Create Task page, specify the task details. 
3. Click Save.

Create Events

An event is an activity that happens at a given place and time. (i.e Appointments, Seminars, Webinars)

To create events

1. In the Activities module, click New Events.
2. In the New Event popup, specify the event details. 
3. Click Save.

To create events from Calendar

1. Click the Calendar icon and select the Day, Week or Month view.
2. In the Calendar, click the Create link or click on a time slot in the calendar.
3. In the New Event popup, specify the event details.
4. Click Save.

Create Recurring Activities

An activity can be repeated by using the recurring option while creating tasks and events. You can also create recurring tasks in bulk from the list view.

To create recurring activities

1. In the Activities module, click New Task or New Event.
   You can also create a task from within a record by clicking the New Task/New Event link in the Open Activities related list.
2. In the Create Task/Event page, specify the activity-related details.
3. Select the Recurring Activity check box and do the following:
   
   • Specify the Start Date and End Date for the activity to be repeated.
   • Specify the Repeat Type for the activity and select the options accordingly (Refer to the table below).
   • Click Save.

To create recurring activities in bulk

1. Click the [Module] tab.
2. From the list view select the checkboxes of the records for which you want to create recurring tasks.
3. Click More Actions > Create Tasks.
4. In the popup, specify the task details and click Repeat to specify the recurring details.
5. Specify the Start Date and End Date. Refer to the table given above for more details.
• Daily Repeat Type - Recurrence can be set for maximum 30 days.
• Weekly Repeat Type - Recurrence can be set for maximum 30 weeks.
• Monthly Repeat Type - Recurrence can be set for maximum 30 months.
• Yearly Repeat Type - Recurrence can be set for maximum 10 years.
6. Click Done and then Save.

Set Reminders

There are two options for reminders:

• Alert through Email 
• Alert through Pop-up

For tasks, you have the option to choose the type of reminder you want. For events, both the reminders options are enabled and cannot be disabled while adding an event from the Activities tab. However, your Calendar may have different reminder options. In your calendar preferences, you can turn off just the Email reminder. The pop-up reminder cannot be disabled.

To set reminders for tasks

1. In the Activities tab, click on the task for which you want to set reminders.
2. In the Task Details page, click Edit.
3. Select the Remind At check box and do the following:
   • Specify the date and time when you want the reminder.
   • Specify the recurrence pattern. (Daily, Weekly, Monthly, etc.)
   • Choose Alert Through Email or Alert Through Pop-up as required.
4. Click Save.

Add Invitees

To invite multiple users, leads, or contacts to the event

1. In the Activities tab, click on the event for which you want to add invitees.
2. In the Event Details page, click Actions > Add Participants.
   You can also click Edit and add participants for the event in the popup box.
3. In Add Participants pop-up window, select the group from which you want to add participants.
   You can also directly search for Users, Leads, Contacts, etc.
4. In the list of Users, Leads, or Contacts, select the corresponding check box(es).
5. In the Invite by E-mail Address text box, specify email address of people you want to invite and whose details are not available in Zoho CRM.
6. Click Add.