About Activities Module

About Activities Module

Use the Activities module to find, review, and edit tasks, calls, and events.  Currently, we are utilizing calls and tasks,
however, events may be utilized later on our Zoho journey.

While navigating various Activities Views, you may notice a Delete option. Do not delete views or activities (e.g., calls, tasks). See your Supervisor for assistance.

Navigating to Activities Module

  1. On the Zoho Toolbar, click the Activities module.
    The Activities homepage displays on your screen and is separated into three areas.
    1. Left Navigation Panel:
      Contains the Activities panel, along with Tasks and Calls.
    2. List Results are displayed in the middle of the page.
    3. The More Actions menu at the top right is shown as three horizontal dots.
      The additional actions are Filter, Sort By, and Records Per Page.


Activities List Views

The left side of the page, contains the Activities List Views. Activities List Views contains tasks assigned across all of the Cinch teams.

The Activities Views is separated into two areas: 
  1. Starred Views
    Contains your "Starred Views" similar to your Bookmarks in Chrome or Favorites. Any list that you use daily or frequently, 
    can be easily "Starred".  
  2. All Views
    Contains all of the views available to you and your team. Supervisors will have additional views that may be unavailable
    to Agents. 
  3. Custom Views
    Contains all specialized views created by Cinch Desk users. May be shared with other agents or with an entire team.
While navigating various Activities Views, you may notice a Delete option. Do not delete views or activities (e.g., calls, tasks). See your Supervisor for assistance.

    Tasks

    At the bottom of the left navigation panel, the Tasks module displays team and individual work assignments.
    Tasks are your to-do list in Zoho Desk. Tasks are typically associated with a Customer.

    There are several task actions:
    1. create, update and complete a task
    2. opening task views, and
    3. assigning to a team or individual agent.

    Calls

    At the bottom of the left navigation panel, the Calls module contains the inbound and outbound customer call activity. 

    There are several call options within the Activities module: 
    1. log calls, and 
    2. view call activity lists. 

    Search Activities 

    Use the Search feature within the Activities module.
    1. On the Zoho toolbar, click Search . 
    2. Enter your search criteria, such as the Customer's Name, Service Job Number, or Telephone Number.
    3. Select an activity from the results list. 

      Helpful Links

      i-Knowledge Help System - Partner Teams
      i-Knowledge Help System - Internal Teams

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