#Zoho mail zoho books projects tasks software#

›› Manage lists of products or services to be sold to customers. Gain insights on trends using diverse reports available. ››One stop shop to get a complete picture of money flowing in and out of your business. Its beautiful interface, non jargon text and features like bank feeds makes accounting an enjoyable experience.

#Zoho mail zoho books projects tasks software#

You can choose to do so by clicking on the application icon on the Task card and selecting the application you would prefer.Zoho Books is your one stop shop online accounting software for managing your business. Whenever you add a task from your emails-from the Smart Create menu, Mail View pane, or Mail Listing pane, you can choose to add them as tasks to other Zoho applications. You can also expand the task card and access more options by clicking the pop-out icon. Enter your task's title and hit enter.

Click the + icon present on the kanban board of the application you would like to add new tasks.

In the expanded view of the application of your choice, you can add a new task as usual.

You can expand an application by clicking the respective application's logo on the board.

You can see the Tasks of other Zoho applications listed.

Click Unified view available in the left-hand side pane.

Click the icon of the application you prefer and proceed to add the task as you usually would.

You will be given the choice to select between the available Zoho applications.

Click the New Task button on the left-hand side pane.

Add new tasks to the Unified View applications Using the New Task button From here, you can change the Assignee, Status, Views, and apply filters that are specific to that Zoho application. Once you enter an application's expanded view, you can view edit the tasks assigned to you along with the tasks you have access to.

You can go to the respective application by navigating to the More Options icon and clicking the ' Open in' option.

Edit the existing tasks by clicking on the task card or clicking the edit icon.

Add new tasks to the application of your choice by clicking the + icon on the respective kanban board.

This expanded view of the application of your choice will automatically be retained for your next visit to Unified view until you navigate back using the top menu.

Click on the particular application to get its expanded, detailed view.

You can choose to show or hide your preferred application by navigating to the Show/Hide Apps icon.

Reshuffle the application order based on your preference by dragging and dropping.

You don't have to enable the integration for Zoho Connect which will automatically be enabled.Īs soon as you enter the Unified View, you will see the list of all the tasks assigned to you across applications.

Find the respective application using the search bar and then click Activate to enable it. A new tab within Zoho Mail UI will take you to the Integrations and Extensions marketplace for Zoho Mail.

If you can't find the integration you're looking for, click the Go to Marketplace button.

Find the application of your choice-Zoho CRM, Zoho Projects, Zoho People, and Zoho Connect, and toggle the integration ON.

Go to Settings on the right-hand side and under the Mail settings, navigate to Integrations.

To access tasks from applications other than Zoho Mail, the integration should be enabled between that application and Tasks by Zoho Mail. If you can't find the Tasks from other applications, make sure you have enabled the integration between Zoho Mail and the respective Zoho application.

In the left-hand side menu, click Unified View.

Unified View in Tasks by Zoho Mail is a one-stop destination where you can access Tasks from five different Zoho applications-Zoho Mail, Zoho CRM, Zoho Projects, Zoho People, and Zoho Connect, on a single screen.

Add new tasks to other Zoho application.

Enabling Integrations to access other Tasks.