Tasks and Boards

Tasks and Boards

My Tasks

The My Tasks page gives you a consolidated view of all the tasks assigned to you either privately or through a Board.

Private tasks

Tasks that you privately assign to others and those assigned to you will be listed here. Only you and those who've assigned the task, or those you've assigned it to can see the task.

Boards

A Board is a centralized space to manage work plans--be it a personal to-do list or something that involves the entire team. You can divide work into sections and assign tasks to them. All tasks within a board can be viewed by all the board members.

​For example, if your team is working on a new website, then you can create a board with sections for SEO, Content, Design, and HTML, and assign it to your board members. You can assign tasks, set priority levels, trigger reminders, and start conversations and share files within a task.

    • Related Articles

    • How to reorder Boards in Tasks?

      Overview Reorder the list of boards to suit your convenience. How to reorder Boards in Tasks? Click the Tasks from the menu in the left. Click the ellipsis (...) in the bottom-left part of the page. From the drop-down, click the Reorder Boards.       ...

    • Viewing all tasks in Zoho Connect

      Overview The all tasks view in Zoho Connect gives you the list of tasks from all the boards you are a member of. This list, however, does not include private tasks. You can filter based on boards, assignees, priority, and status.  How to view all ...

    • Working with Boards

      Creating a Board To create a board, follow the steps below: Click Tasks in the left navigation pane. Click the + New Board in the bottom-left corner of the new page. Enter the name, description, add members, and click Create. Creating Sections in a ...

    • 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 ...

    • Private sections in Zoho Connect boards

      Overview For tasks specific to the project, but relevant or confidential only to a few members on the board, simply make a section as private to add and assign tasks. This section will be accessible only to the members of the specific section and the ...