Hey! Thanks for another informative video. I am toying around with options to include in my Canvas views and I am only seeing the Column and Chronological view options there, not the tabular view option. Any idea why this is/if there's a way to get the tabular view in a canvas? I do have my canvas set up as a fixed width vs. Fit to Screen (as the FTS was too hard to regulate the pieces in this particular record). I'm not sure if that is why I'm not seeing the option. I do see the option if I switch to the Standard View, but I don't think most users would want to toggle. Thanks in advance!
Is there a way to make the tasks created in crm (or tasks created in another module) flow automatically into Zoho ToDo so that you only have to deal with one master task list program?
Tasks from CRM will show in the Unified View of Zoho ToDo, but they're all still separate lists. It's been talked about before that Zoho is working on unifying the Tasks infrastructure to make this more seamless, but not sure on the latest updates.
Hey John, yeah Zoho ToDo supports pulling in Tasks from CRM, Projects, and Desk. It is a Task management tool nested within Zoho Mail, but does have its own url (todo.zoho.com). It's a bit limited in functionality but does show them all in one place.
@@Zenatta Yeah I found that a couple of days ago... Playing with it before rolling it out. It's quite limited but better than anything I was able to create in the Zoho One Dashboard. I was thinking creating a live analytics report and making it a web tab in CRM might be the way to go. As a small team using multiple apps we could really do with something that pulls all users tasks together from all the apps to help them prioritise better.
Love to hear that - this video was actually inspired by a few requests we had from customers and prospects. Let us know if there's any other topics you think we should cover!
Hey! Thanks for another informative video. I am toying around with options to include in my Canvas views and I am only seeing the Column and Chronological view options there, not the tabular view option. Any idea why this is/if there's a way to get the tabular view in a canvas? I do have my canvas set up as a fixed width vs. Fit to Screen (as the FTS was too hard to regulate the pieces in this particular record). I'm not sure if that is why I'm not seeing the option. I do see the option if I switch to the Standard View, but I don't think most users would want to toggle.
Thanks in advance!
You guys are awesome instructors! Love your videos
Thanks so much!
Is there a way to make the tasks created in crm (or tasks created in another module) flow automatically into Zoho ToDo so that you only have to deal with one master task list program?
Tasks from CRM will show in the Unified View of Zoho ToDo, but they're all still separate lists. It's been talked about before that Zoho is working on unifying the Tasks infrastructure to make this more seamless, but not sure on the latest updates.
Absolutely! Like Nick mentioned, your CRM, Desk, and Projects tasks should show under the unified view.
I’m not seeing “repeat” as an option when I create a task in CRM. I’d that an additional setting?
Easy fix, make sure that the due date is filled in, otherwise the Repeat option won't appear.
@@Zenatta Thanks so much! I ended up adding it in the settings too. Apparently that field wasn't included by the partner that did my set up.
is there anywhere that we can manage task from Zoho CRM / Projects & Desk all in one place?
Hey John, yeah Zoho ToDo supports pulling in Tasks from CRM, Projects, and Desk. It is a Task management tool nested within Zoho Mail, but does have its own url (todo.zoho.com). It's a bit limited in functionality but does show them all in one place.
@@Zenatta Yeah I found that a couple of days ago... Playing with it before rolling it out.
It's quite limited but better than anything I was able to create in the Zoho One Dashboard.
I was thinking creating a live analytics report and making it a web tab in CRM might be the way to go.
As a small team using multiple apps we could really do with something that pulls all users tasks together from all the apps to help them prioritise better.
It's quiet awesome.
Thanks
How did you know this was exactly what I needed? Has Hunter been feeding you information from our meetings? 😂😂
Love to hear that - this video was actually inspired by a few requests we had from customers and prospects. Let us know if there's any other topics you think we should cover!