Understanding Tasks in your Cloven CRM

Understanding Tasks in your Cloven CRM

Tasks in Zoho CRM help us stay on top of our daily to-dos, follow up with clients on time, and maintain a Single Source of Truth (SSOT) for all account activity.
This guide walks you through how to create, locate, and manage your tasks effectively.


1. How to Create a Task

Inside a Record

Automatically links the task to the client to preserve our data trail.

  1. Open the specific Lead, Contact, or Deal.

  2. Scroll down to the Open Activities section and click + Task.

  3. Fill in the Subject, Due Date, and Priority.

  4. Click "Save".

From the Task Module

  1. Click the "Create Task" button in the top right navigation bar and select Task.

  2. Manually fill all the information for that task, specially the Contact Name or Related To fields so the task get's attached to the contact and it isn't lost.

  3. Click "Save".

2. How to Find Your Tasks

  • Open Activities on Records: Click Open Activities in the specific record you want to check.

  • Bottom Reminder Bar: Click the Alarm Clock icon in the bottom right corner to see real-time reminders.

  • Task Module: Click Tasks in the left menu. Set the view filter to My Open Tasks. Tip: Switch to Kanban view to see them by status.

Notes
Kanban view within the task module is pre-defined and will not be able to customize it 

3. How to Manage & Close Tasks

  • Update/Postpone: Open the task, click Edit, change the details or due date, and save.

  • Add Context: Use the Notes section inside the task to document client updates before closing it out.

  • Close a Task: Click the Checkmark icon next to the task name, or drag-and-drop it to Completed in Kanban view.

⚠️ Best Practices

  • Always Link Records: Never leave a task unlinked. It must connect to a person or deal to maintain our Single Source of Truth.

  • Keep It Clean: Close tasks on time so team metrics and dashboards remain accurate.

Video Tutorial

For a detailed walkthrough, please watch the video below: