Affordable Business Software

Resources » Blog

By: Andrew Wallace | May 16, 2015

OK, so this is not a new function but is one of those features that is easy to miss so we thought we would run a quick blog about it! 



From time to time it is necessary to add tasks to your CRM that will appear as tasks in your project management software too. 


For example if you are a Project Manager with CRM access; or if a user in the CRM, perhaps a Sales Manager, is also involved in certain account management activities during a project lifecycle - you may need to track these tasks in both the CRM and the Project Management app.

It's pretty easy to do this in fact in Zoho CRM - when you add a task, simply click the Save and Add to Zoho Projects button!

Zoho CRM in integrated with Zoho Projects online project management software
Add tasks to your project direct from Zoho CRM

The task will then be added to both Zoho apps under the user assigned and can be tracked in both depending on who needs to manage the task.


Easy huh?  We told you! 

Contact Us

Subscribe to our blog for more tips and tricks or contact us here for details of online or onsite training packages to help you get the most out of your Zoho business apps.

Category: Zoho CRM 

Tags: Task Management