> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact Tasks

> Learn how to create and manage tasks for your Zoho Contacts directly from WhatsApp using the EazyBe extension

EazyBe's Zoho Integration Tasks Section helps you save and track pending assignments easily. Keep all your contact-related tasks organized and accessible within the platform.

## How to Create Contact Tasks

<Steps>
  <Step title="Open the WhatsApp Chat">
    Open the WhatsApp conversation with your Zoho Contact that you want to create a task for.

    <img src="https://mintcdn.com/eazybe/3IVd4I77uXzKkubI/images/1217632058.png?fit=max&auto=format&n=3IVd4I77uXzKkubI&q=85&s=96fe993f2b6e48e130c8f0d280f4351e" alt="Open WhatsApp Chat" width="1227" height="900" data-path="images/1217632058.png" />
  </Step>

  <Step title="Click on the Zoho Icon">
    In the right-side panel of the EazyBe extension, locate and click on the **Zoho icon** to access your CRM features.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1113035273.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=e69859cb3316c1ced8976d1cd91406b5" alt="Click Zoho Icon" width="1227" height="900" data-path="images/1113035273.png" />
  </Step>

  <Step title="Access the Tasks Section">
    Navigate to the **Tasks Section**, positioned as the second header under the Contact Section.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1113035517.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=b71b8614dcf0bfefbeb3941b2948debc" alt="Tasks Section" width="1227" height="900" data-path="images/1113035517.png" />
  </Step>

  <Step title="Create a New Task">
    Click on the **New Task** button to initiate task creation.
  </Step>

  <Step title="Enter Task Details and Save">
    Complete the task information fields and click **Save Task** to create your task.

    <img src="https://mintcdn.com/eazybe/THB8d-zyYp8cLn9D/images/1192101471.png?fit=max&auto=format&n=THB8d-zyYp8cLn9D&q=85&s=64fe9503892abcc705cfd307c2cd6a66" alt="Save Task" width="1227" height="900" data-path="images/1192101471.png" />
  </Step>
</Steps>

## Managing Your Tasks

Once created, you can perform the following actions on your tasks:

<CardGroup cols={3}>
  <Card title="View" icon="eye">
    Access and review all your saved tasks for the contact
  </Card>

  <Card title="Edit" icon="pen">
    Modify existing tasks to update information or deadlines
  </Card>

  <Card title="Delete" icon="trash">
    Remove tasks that are completed or no longer needed
  </Card>
</CardGroup>

<Tip>
  To edit or delete a task, click the **three dots** (⋮) adjacent to each task to access the management options.
</Tip>

<Info>
  Creating tasks for your contacts helps you stay organized and ensures no follow-up items are forgotten, improving your overall customer relationship management.
</Info>

## Need Help?

If you have questions or need assistance, contact our support team at [hey@eazybe.com](mailto:hey@eazybe.com).