What is Tasks in Zoho Inventory

Tasks in Zoho Inventory are the to-dos you and your team need to complete, such as following up on an order or chasing a supplier. They help keep work visible and on track alongside your inventory transactions.

How to enable Tasks

1. Go to Settings > Preferences.
2. Tick Tasks and save.

How to create and assign a task

1. Click the task icon in the top right, or from within a transaction’s menu.
2. Enter a title, assignee, due date and priority (very high, high, normal, low or very low).
3. Optionally enable an email notification to the assignee and set a reminder.
4. Click Save.

Managing tasks

The assigned user gets an email notification and any reminders you’ve set. You can link a task to a related invoice, purchase order or other document, and mark it complete using the Change Status dropdown. You can also create custom statuses beyond the defaults of Yet to Start, In Progress and Completed.

Frequently asked questions

Do I need to turn Tasks on before using it?

Yes. Go to Settings > Preferences, tick Tasks and save, before the task icon appears.

Can a task be linked to a transaction?

Yes, you can associate a task with an invoice, purchase order or other document.

Need help?

Need help setting up Tasks in Zoho Inventory? Contact support@thoughtlogik.com or see our Zoho implementation services.