Viewing all tasks in Zoho Connect

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 tasks?

  1. Click Tasks in the left navigation pane.
  2. Click the All Tasks tab.
  3. All the tasks from boards you are part of will be listed in the page.

How to apply filters?

By default, the tasks from all your boards are listed. You can select specific boards to view all the tasks within them. Also, when you select specific boards, the assignees from those boards alone are listed under filters.

  1. Navigate to the All Tasks tab under theTasks section.
  2. Click the dropdown, next to All Boards.

  1. By default, all boards are checked. Uncheck the boards you do not need.
  2. Click Done.

You can apply more filters based on assignees, priority, and status.
  1. Navigate to the All Tasks tab under the Tasks section.
  2. Click the funnel icon in the top-right part of the page.
  3. From the dropdown, check filters based on assignees, due date, priority, and task status.
  4. Click Apply.

How to switch to the calendar view?

  1. Navigate to the All Tasks tab under the Tasks section.
  2. Click the calendar icon in the top-right part of the page.

    • Related Articles

    • 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 ...

    • Adding a checklist to tasks in Zoho Connect

      Overview Add a checklist to any task you create within a board or for private tasks. You can also assign each item on your list to any member. Adding checklist items can be done in both—the free and the enterprise versions. However, you will need to ...

    • Viewing subscription information

      The subscription information can be viewed if you have access to the Admin Panel of Zoho CRM Plus. Click the Subscription icon () to the left of the page in the Admin Panel. The Subscription Information page will be displayed, showing the current ...

    • Tasks in a Board

      Creating and assigning tasks To add and assign a task:  Click the + seen within a section. Fill in the task details such as title, task notes, or add a checklist, set a due date, priority levels, and set a reminder. Attach files from the desktop by ...

    • Configuring a section action to move tasks to another board in Zoho Connect

      Overview of Section Actions Automate recurring steps for the tasks within the section of your board by configuring section actions. Users can apply a set of actions, like assigning tasks to specific members, setting the due date or priority level to ...