Zoho

Zoho is a cloud-based business software suite, offering CRM, email, finance, and productivity tools.

Website

zoho.com

Industry

CRM

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How to edit tasks on Zoho CRM

How it works

First click on the "Tasks" tab in the top navigation menu
Then click on the task card in the column section
Next click the "Edit" button in the top-right corner of the task details page
Then configure on the fields in the task edit form you want to customize
Finally click the "Save" button in the top-right corner of the edit form

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Why should you use this feature?

Zoho CRM is a robust platform designed to streamline business operations and improve customer relationships.

Editing tasks in Zoho CRM empowers users to manage their workflow with precision and flexibility. This feature allows seamless updates and modifications, ensuring the task details remain relevant and actionable.

Efficiently managing tasks through editing helps teams stay organized and focused, leading to enhanced productivity and effective time management.

Last update

December 19, 2025

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