Managing Tasks

Create and track to-do items in Zoho Bigin directly from WappCloud, optionally linked to a contact.

How to Add a Task

Step 1: Open Records

Go to Integration > Zoho Bigin > Records, then click the Tasks tab.

Step 2: Click “Add Task”

Step 3: Fill in the Task Details

• Subject – what the task is about (required)
• Due date – optional, pick it from the calendar
• Priority – Low, Normal, High, Highest, or Lowest
• Link to record – optionally search and select a contact to attach this task to

Step 4: Click “Add Task”

The task appears in the Tasks list, synced with Zoho Bigin.

Updating or Removing a Task

From the Tasks list:

• Change a task’s status directly from the dropdown next to it (e.g. Not Started → In Progress → Completed).
• Use the actions menu on a task’s row to delete it.

Both changes apply in Zoho Bigin immediately.

If a Task Doesn’t Save

• Make sure a Subject is entered — it’s required.
• Check the Connection tab to confirm your account is still connected.