Can I create tasks or meetings for other users?

You can only create tasks and meetings for other users if you are a CRM admin.

For meetings, you can select the host from the list of other users.

For tasks, create a task and select the owner from the list of users in the Task Owner field.

• Related Articles

• Synchronizing Meetings, Contacts, and Tasks with Office 365

  Synchronize Zoho CRM Meetings with Office 365  When Zoho CRM app is installed in MS Office 365, a  Zoho CRM Calendar will be automatically added to MS Office 365, where meetings from CRM will be available. Any meeting created in this Zoho CRM ...

• Working with Meetings

  Activities module is split up into Tasks, Calls, and Meetings modules. This change will reflect for new sign-ups from September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls, and Meetings modules to ease ...

• Exporting Meetings to Google Calendar

  Sharing your Zoho CRM calendar meetings is made easy with the Export to Google Calendar feature. By exporting the selected meetings from CRM Calendar to Google Calendar, you can view and share them with other users in Google Calendar. It also helps ...

• How can I create tasks for multiple contacts in bulk?

  You can create tasks for multiple contacts at once. This will add identical tasks to all the selected records. For example, instead of creating tasks individually for each contact who has requested a product demo, you can simply select all the ...

• Working with Tasks

  Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...