Using Tasks' Views in Zoho Mail
The way you want to look at your tasks might change depending on your requirement. If you want to see all tasks that are due soon, you would want your tasks to be ordered that way. But if you want to track the status of tasks created by you, then you would want to see a list only with tasks added by you.
This is where Tasks' Views come in. With the help of Views and Display modes, you can order and track your tasks in a way that is more suitable to your requirements.
In the Agenda View, you can see tasks ordered with respect to their due date. For example, say you added a task with 1st October as the due date. On 1st October, you will see the task ordered under Today's Tasks. This helps users to easily identify and plan which work to take up, managing time efficiently.
The Agenda view has 6 sections where the tasks will be ordered based on their due date. They are,
- Delayed Tasks - All the tasks that were not completed on the given due date.
- Today's Tasks - All the tasks that are due on that particular day.
- This week's tasks - All the tasks that are due on that particular week.
- This month's tasks - All the tasks that are due on that particular month.
- Upcoming Tasks - All the tasks that are due from the upcoming month up to the upcoming year.
- No due date - All the tasks created without a due date.
You can sort the tasks in the Agenda view by Due date.
In the 'Created by me' view, you can see all the tasks created by you. This includes all tasks created by you no matter who the assignee is. For example, say you created a few tasks and assigned them to your colleagues. You can easily track these by going to the 'Created by me' view.
In this view, you can group tasks by Priority, Due date, and Group. You can also sort the tasks based on Created time, Due date, and Modified date based on your Group by selection.
In the Assigned to me view, you can see all the tasks in which you are the Assignee. This includes tasks and sub-tasks that are created by any organization member and you. In this view, you can group tasks by Priority, Due date, and Group. You can also sort the tasks based on Created time, Due date, and Modified date based on your Group by selection.
In the Personal tasks view, you can see all the tasks you added as Personal tasks. You can click on a Category in the left pane to only view tasks mapped under that category. This is particularly helpful when you are focused on one project and want to track the tasks of that particular project.
In this view, you can group your tasks by Category, Status, Priority, and Due date. And in the Category view, you can group your tasks by Status, Priority, and Due date. You can also sort the tasks based on created time, Due date, and Modified date based on your Group by selection in both the Personal tasks view and the Personal tasks' Category view.
In the Shared with me view, you can see all the tasks that are created by others but assigned to you or have been invited to by the owner. Such tasks can be private tasks created by anyone in the organization or tasks created in groups that you're not a part of. You can view the tasks in Board or List view. You can also sort the tasks based on the time of the creation of the task.
Zoho Mail has integrated with other Zoho applications such as Zoho CRM, Zoho Connect, Zoho Projects, Zoho Desk and Zoho People. In the Unified view, you can see all the tasks you added or assigned to yourself via other Zoho services in Zoho Mail.
You can also see the detailed view of each app by simply expanding them with a click on their name. In the expanded view, you can perform operations such as accessing other tasks that are not assigned to you, creating new tasks, and more in that particular application. All the changes you make in the Unified view of Tasks will be reflected in the respective Zoho application.
For example, say you want to add a new task to Zoho Connect. You can simply expand the Zoho Connect section in the Unified view and add the task. This task will automatically get added and be associated with your Zoho Connect account. And, when you access your Zoho Connect tasks from the Connect site, the tasks you added from Zoho Mail will be reflected there.
In the Groups section of Tasks from the left-hand side pane, you can see a list of all the Groups you are part of. You can click on the group you prefer to get a detailed view of all tasks added to the group. This includes everyone who is a part of the Group. You can choose to order the tasks by Category, Status, Assignee, Due date, or Priority.
Apart from that, you can also view tasks from a Group that belongs to a particular category of that Group. And in the category view of a Group, you can order tasks by Status, Assignee, Priority, and Due date. You can also sort the tasks based on created time, Due date, and Modified date based on your Group by selection in both the Groups view and the Group tasks' Category view.
Display modes are a way you can further customize how to view your tasks. Sometimes you might want to view them where you can get a bird's eye view. Sometimes all you want to look at is a humble list. So, all the above-mentioned Views can be seen in two different display modes or layouts.
- Boards - You can view all your tasks' sections ordered in the kanban board layout, one next to another.
- List - All your tasks' sections will be ordered as a list, one below another.
Whatever display mode you select in a view, that preference will be remembered and will be carried, automatically, when you switch to a different View. For example, say you chose the Board display mode in the Agenda view. When you go to the 'Created by me' view, your tasks will still be displayed in Board display mode automatically.
Group by option is particularly helpful when you want to arrange tasks based on a particular field. For example, you might want to arrange tasks based on their Priority. You can do that by simply going to Group by and choosing Priority.
All the Group by options available are,
- Due date
Certain Group by options may not be available for all the Views. For example, the Assignee option would only be available for the 'Groups' view and not for others.
The Sort options available in a View is dependent on the 'Group by' option you choose. For example, say you grouped your tasks by Priority. You can sort the tasks by the time you created them. But if you grouped them by Group, the sort option will not be available. Some of the Sort options available are,
- Created Time - Tasks will be ordered based on when a task was added or created.
- Due Date - Tasks will be ordered based on the due date.
- Modified Date - Tasks will be ordered based on the date a task was last edited.
Apart from sorting and filtering using Views, you can also filter the tasks within each view by clicking the Filter button. With the Filter option, you can filter based on Assignee, Status, and Priority. You can also filter out Delayed and Archived tasks separately.
While viewing a task in either the Board view or the List view, you can choose to hide/show certain fields depending on your preference by navigating to Manage Fields.