Integrating Zoho Mail Tasks with Zoho Connect

Integrating Zoho Mail Tasks with Zoho Connect

Overview

View all the tasks in your Zoho Mail as a board in Zoho Connect. Tasks added within your mail groups will also be listed as separate boards in Zoho Connect.

Who can use the Zoho Mail integration?

All members in the network can use the integration once it is enabled by the network admin.

How to enable the integration?

The network admin can enable the integration by following the steps below:
  1. Click the plug icon from the vertical menu in the top-right part of the page.

  1. In the new page, click Zoho Mail Tasks from the list of integrations.
  2. Use the toggle to enable the integration.

How to disable the integration?

Individual members can disable the integration for themselves if it is not relevant to them.
  1. Click the plug icon from the vertical menu in the top-right part of the page.
  2. In the new page, click Zoho Mail tasks from the list of integrations.
  3. Use the toggle to disable the integration.

What happens once the integration is enabled?

  1. Members can view the tasks in Zoho Mail as a board in Zoho Connect. To do this, click Tasks, and select My tasks or a mail group from the list in the navigation pane on the left.

  1. Members can add or update the due date, priority, reminder, and status. They can also mark a task as complete.
  2. Members can view the tags created, comments added to the task in Zoho Mail, and attachments.
  3. Sub-tasks in Zoho Mail do not appear in Zoho Connect.

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