8129122, 350 PM ‘Tasks in Zoho Mail Sg Mail English Getting started with Zoho Mail Tasks Zoho Mall Tasks, an application available as a part of Zoho Mail Suite, is a one-stop task management tool. When you add your tasks to Zoho Mail, you can assign due dates, set reminders, lay down priorities, and break them down into sub-tasks allowing you to delegate work among your colleagues. Table of Contents Tasks: Overview Personal tasks Group tasks Subtasks Recurring tasks Tasks: Essentials Task collaboration Categories Labels or Tags Categories vs Labels Priority Task Status Start Date Due Date hitpsihwww:z0ho.comimaihelptasks himifainks we18129122, 350 PM ‘Tasks in Zoho Mail Reminders Task Description Attachments Task Timeline Tasks: Overview Personal tasks Sometimes, you might be working on a task that does not require group effort. You can add these pieces of work, that are typically for you, to your Personal tasks. For example, say you have to send an email response to a client or buy a new laptop charger. You can acid these under Personal Tasks. feiecahndoneniebeca)yfo/soat_Sovonanat Baro © Order a new laptop charger ner General» (UHH | Sep 29,2024 hitpsihwww:zoho.comimaihelptasks himifainks 2188129122, 350 PM + All your Personal tasks can be found by clicking the Personal tasks —— oa ane ‘Tasks in Zoho Mail Sri view in the left pane. * You can assign your personal task to any organization member. Q fieorch Acsience D Pus |G, Rebecca AndersonfRebecca) \ Subtasks © + Subtask Title, @mention ass Timeline © star Date Yetto set Dee Date 30/09/2023 1 Medium» nod o 12 Set reminder 1B Rebeca And, ® * Ideally, Personal tasks are only visible and accessible to you and the assignee of each respective tasks. However, if you want your colleagues to engage in any of your Personal tasks, hitpsihwww:zoho.comimaihelptasks himifainks ane129722, 350 PM Tasks in Zoho Mail you can use the Add invitees feature available for each task. This will give the invitees access to view, like, and comment on your personal task. fale” Ses Serco naar © Presentation for Inspire In Personal tasks ¥ | under General » 1 Medium v | { Set reminder =? Description mention asieneg Rebecca And. 15 Timeline © Group Tasks When you work as a group for a project or something else, it would be convenient to have all the tasks related to that project accessible to everyone in your team. This will help you avoid redundancy, patch communication gaps, and manage your workitems efficiently. To create Group tasks, you will need a Streams group with all the respective members added to it. Once you have the group ready, you can easily add a task and associate it with the respective group. Don't have an existing group? You can create one by using the following steps. 1. Login to the Tasks by Zoho Mail 2. In the left-hand pane, click the + icon next to the Groups section If you don't find this option available, contact your Zoho Mail administrator to proceed further. hitpsihwww:zoho.comimaihelptasks himifainks ane8129122, 350 PM ‘Tasks in Zoho Mail (aun fonenewo) Assigned’ Stat Date_—_—Dve Date P Waiting for review ~ rey ea einen 8 © User manual under General » 1 Medium» | Set reminder © Tass Know more about Group tasks * When a task is added to a Group, it can be viewed, liked, tracked, and commented by all members of the group. ‘+ Any group member can invite an organization user (who is not part of the group but is a member of your organization) to view the task. This permission is subject to whether the Refuse other Invitees option is enabled or disabled by the task owner. * Invitees of a group task can only view and interact with that particular task. They can not access or view any other tasks added to the group. ‘+ Group Tasks can be assigned to any member of your organization even if they are not part of the respective group. + You can copy or move a task to a different group. You can even choose to move comments on the original task by checking the Include Comments option ‘+ Members with different roles within the group are given different levels of edit permissions for group tasks. Edit Parent task* Edit Sub- Group Admin Yes Yes Task Owner Yes Yes Parent Task Assignee Yes Yes Sub-task Assignee No Yes Group Member No No hitpsihwww:zoho.comimaihelptasks himifainks 5188129122, 350 PM ‘Tasks in Zoho Mail Org Member (Parent Task Assignee) No No *Permission to edit the Parent task and Sub-tasks include editing options the Description, Title, Due Date, Priority, and Recurring settings of a task. Subtasks When a task is huge and requires delegation, you can split them into multiple subtasks. For example, say you have to give a sales presentation to your client and added a task for the same. But the overall presentation involves content from writers, design from illustrators, and scheduling by the client team. You can add these as subtasks and add an assignee to each subtask where you can track the progress. Assignedto Stat Date Due Date era tworeares~| [EB cevihs” —Sojonricas —$5it02008 a ae-o © Make a stunning product pitch in 2yer Creators» | under General ¥ 1 Medium» | Set reminder P Description + Subtasks (3/3) @ © Content 2 open © Presentation design development a Om 2 Client promotions @ Open Timeline © Bsn hitpsihwww:zoho.comimaihelptasks himifainks ene8129122, 350 PM ‘Tasks in Zoho Mail + You can add Subtasks in both Personal and Group tasks. + You can assign a separate user as an assignee for each subtask. The assignee can be any member of your organization and is not limited to only group members in case of Group tasks or you in case of Personal tasks. + Incase of a group task, if the subtask assignee is part of the group, they can edit the subtask— set priority, due date, add description, among others. Recurring tasks Certain tasks may keep repeating at a certain frequency. Rather than adding a new task every time, you can simply adc a Recurring task, For example, you can create Recurring Tasks for tasks such as reports generation, bill payments, timesheet submissions, and more. You can choose between the Daily, Weekly, Monthly, and Yearly recurrence, with additional options to choose the repeat pattern Be rence onan : Repeat Monthly » © Comparison chi Marketing» © Day 1 ofevery 1 > months) on of every month(s) Ends No end date v = Description [sve (S Subtasks © 4+ Subtask Title, @mention assigns Tasks: Essentials Collaborate in tasks Collaboration between colleagues is a mandatory aspect to realize an organization's full growth potential. Zoho Mail Tasks helps you foster collaboration between your organization and keeps it interesting with a social-media style discussion setup, hitpsihwww:zoho.comimaihelptasks himifainks m88129122, 350 PM ‘Tasks in Zoho Mail Work with anyone in your organization by simply inviting them to your task. While an invitee can not edit the task, they can engage by liking and commenting on the task. Apart from the task owner and the assignees, invitees can also invite users to that respective task. You can also invite users by @ mentioning them in the comments section of a task. If you want to share a task with Groups, you can tag the Group in the comments section. Once ‘you do that, all the group members can view the task and collaborate. Category Be it personal tasks or group tasks, having a large number of them can be difficult to manage. To overcome this challenge, you can use the Category option. Categories are similar to folders that can help you organize your tasks. You can create a Category under any Group including the Personal tasks. After creating, you can associate the category categories to any new, exis ing, or closed tasks. hitpsihwww:zoho.comimaihelptasks himifainks ane8129122, 350 PM Assgnedto | StartOate One © Pre launch documents in Zytker Creators ~ | under Press © Description Qa General Press Blog & Subtasks (2/1) © 2 First draft + Subtask Tite, @mention assignee Timeline D ‘Tasks in Zoho Mail Yettoset 1! Medium + n@sro {2 Set reminder ‘Me: Pauls Can you take a look at this task and co-ordinate with Harry on further developments? ‘Davie Can you proofread the dacuments before we proceed further? ® O20 ~~ ee anaerm 218 ee ae cn nano re no 2S anes Seon eC co = ot seeps etree sc, = os = _— =| —— = |= a =e hitpsihwww:zoho.comimaihelptasks himifainks one129722, 350 PM Tasks in Zoho Mail For example, say you are working on two different projects—traditional marketing and online marketing, under a Group named Marketing. To have a clear separation of tasks, you can create two categories and associate the respective tasks with them. Labels or Tags Sometimes, you might be working on the same kind of work for different projects. For example, say you have to write two blog posts—one for Zylker Travels and another for Zylker Tech. In cases like this, you can create a Tag and associate your tasks with it. This will allow you to identify your tasks by their nature of work for better orderliness. hitpsihwww:zoho.comimaihelptasks himifainks s0188129122, 350 PM ‘Assigned to Kavitha 30/09/2021 In progress ~ © Make a stunning product pitch in (2ywerCreatoS) 1 under (Veeneral” Description & Subtasks (3/3) © ® Content © Presentation design development © lent promotions + Subtask Tile, @mention assignee Timeline © wee hitpsihwww:zoho.comimaihelptasks himifainks 1 Medium + ‘Tasks in Zoho Mail 15/10/2021, Ber: Ql i Tesinonine ‘1 Setremin I Blog WE Numbers, i Newsteter I Documentation IB Notitcation WE Event 2021 i boaistcs Marketing Others ora Videos design ® ane oo ne8129122, 350 PM ‘Tasks in Zoho Mail Category vs Labels Categories Tags or Labels Categories are like folders that can be created under Personal tasks or _ A Tag/Label is like labeling a task as a particular kind. Groups. ACategory will be applicable only for the respective group under which it was created. Tags, once created, can be applied to any task irrespective of the group you want to add the task to. You can associate each category with a different color according to your choice. You can associate each label with a different color according to your choice. Asingle task can not be associated Asingle task can be associated with multiple Labels. with multiple Categories. The Category a task is assigned to Labels work as a personal organizing tool. The Tag or can be viewed by anyone who has —_ Label you assigned to a task can not be seen by anyone access to the task. other than the task owner. ‘You can use both Categories and Labels on a single task. Priority All tasks you add will not hold the same weightage. Some would be more important than others. In such cases, it's good to set Priority to streamline which task to take up first. Tasks by Zoho Mail lets you assign a priority—High, Medium, and Low, to each task that serves as a constant reminder as to hitpsihwww:zoho.comimaihelptasks himifainks s88129122, 350 PM ‘Tasks in Zoho Mail which tasks require immediate attention. oa Paula = Yettoset 20/09/2021 no | Mobile apps webpage in Marketing | under General » f High © |G Set reminder =O Description High Medium 1 Low t Subtasks © ++ Subtask Title, @menton assignee Task Status When you handle many tasks it is not easy to remember, which ones are on hold, which ones are complete, and so on. To bring in this clarity, i's good practice to set Status to your tasks. By default, in Zoho Mail Tasks you have two statuses—Open and Closed. But apart from the default ones, you can also acd a custom Status of your choice and associate a color with them for easy identification The status you create for a particular Group can only be used in that respective Group. For example, if you create a Task status named ‘In Progress’ in your Personal Tasks, it will only be available for the tasks from Personal tasks, To add a custom status for a Group, you will have to be hitpsihwww:zoho.comimaihelptasks himifainks sa188129122, 350 PM a Moderator of the respective group. Assignedto Star Date esti Paula Yet to set al ( BW open Bi ken General » BE Review i closed Start Date ‘Tasks in Zoho Mail n@ud-o {2 Set reminder Knowing when to start a task is mandatory to make sure you finish the task at the right time. Zoho Mail Tasks allows you to set a Start Date making it easier for you to manage your work better. hitpsihwww:zoho.comimaihelptasks himifainks 1488129122, 350 PM ‘Tasks in Zoho Mail Qa rai” 2708/2001 September 2021 > > © Let's start promoting § MtTwWwT Fs s in Marketing ~ | under jet reminder 50 Description Our product isreadyandhasp [20] 21 22 23 24 25 24 ‘sto bedoneto marti 7m wo 1 Subtasks © 4+ Subtask Title, @mention assignee I= Timeline © Rebecca Anderson added this task Rebecca Anderson cleared the due date, Due Date While you can wait out some tasks, there would be some in need to be finished on a set date. For such tasks, that are to be completed on a particular date, you can set a Due Date. Apart from 1g you the ability to track your tasks easily, setting a Due date will also send you an overdue hitpsihwww:zoho.comimaihelptasks himifainks 19188129122, 350 PM ‘Tasks in Zoho Mail Notification if a task does not get marked complete by the time of the due date. Assigned to Start Oa Open apt | Ge noe-o © Mobile apps webpage in Marketing» | und General » 1 High » ‘© Set reminder Description Reminders When you toggle between multiple tasks, it is easy to forget some of them. In such cases, you can set up a Reminder beforehand. After entering the date and time you want to get reminded on, you can choose to get the reminder as a notification and/ or an email 20/07/2021 os © Remote work blog in Marketing» | under Blogs » 1 High ~ O Tags Remind on 808 ‘Sep 10, 2021 03:30 AM =0 Description Mode Notification Mail C Send overdue notification subtasks © cancel 4+ Subtask Title, @mention assignee ‘+ The reminder email and/ or notification will go to both the task owner and the assignee. hitpsihwww:zoho.comimaihelptasks himifainks 1618129722, 350 PM Tasks in Zoho Mail + You can choose to get an Overdue notifi will only work if you set a Due date. ication if you miss your due date. Although this option Task Description In the Description section, you can add more information about the task. For example, say you have to write a blog and you have few links for research and ideas in mind. You can jot them all down in the description for later reference. The description you add will be visible to anyone who has permission to view the task. That includes group members, main task and subtask assignees, and ito” ettoser Sets agaro © Design the Web Page Zylker Creators © | under General» ! High > | @ Setreminder £8 Description ‘The design should showcase the sling point of our product. Keep it fun, content centric with the help of animated creatives. Some inspiration lnk, hits: wn.zoho.com/mailontrol-eaneLhtm! https: mwwzoho.com/mall/ediscovery html Attachments Sometimes, just description may not be sufficient to put in all thoughts you have about a task. In such cases, you can use the Attachment feature and insert files below 10 MB to your tasks. The attachments you add will be visible to group members, main task and subtask assignees, and invitees. You can download these attachments—individually or as Zip, add them to your hitpsihwww:zoho.comimaihelptasks himifainks ame8129122, 350 PM WorkDrive, forward them via Cliq, and more. Rebecca Anderson(Rebe... =z & Website design templates n Zylker Creators» | under General ~ &! Description Attachments DD SAttachments Download as Zip Ade To» designt png. ee mem design3.pne, eo Task Timeline ‘Tasks in Zoho Mail Yettoset Yet toset Ligh © | @ Setreminder esign2.pne mo When you work on a task with multiple assignees, someone might have updated or edited the task. For example, you might spot a new due date, change in the reminder, a different description from what you had initially, or even marked the task complete. In the Timeline—available at the bottom of each task, we note down who updated or edited the task, when the task got updated, and which detail of the task got changed. hitpsihwww:zoho.comimaihelptasks himifainks 1018