Tasks

Domain: Operations & Workflow | Type: Standard (active)

Full reference: CRM Modules Guide

What is it?

Standard Zoho CRM Tasks module. Used for internal follow-up actions, reminders, and workflow-triggered to-dos assigned to staff members.

How Tasks Are Created

Source	Description
Manual	Staff creates task from any module record
Workflow Rules	Automation triggers task creation on events (e.g., patient reaches a stage)
Blueprints	Stage transitions in Patient Plans can trigger tasks
Zoho Desk	Escalated tickets may generate follow-up tasks

Key Fields

Field	Description
Subject	Task title / description
Due Date	Deadline
Status	Not Started, In Progress, Completed, Deferred
Priority	High, Medium, Low
Assigned To	Staff member responsible
Related To	Linked module record (Contact, Lead, etc.)
Contact	Linked patient Contact

Task vs Ticket

Module	Purpose
Tasks	Internal to-dos and follow-ups for staff
Zoho Desk Tickets	Patient-facing or IT support requests with SLA tracking

Contacts — Tasks linked to patient Contact records
Patient Plans — Blueprint transitions create tasks
Leads — Pre-conversion follow-up tasks

Full reference: CRM Modules Guide