Zoho Connect
Removing users from a group
To remove users: Click the Member count on the top-right side of the Group page. In the pop-up window, the Group members get listed. Click Manage in the top-right side of the window. Click the Remove icon, seen on the left, near the profile thumbnail ...
Group Settings
Changing the Group name and description: Click the menu in the right, next to the member count. From the drop-down select Settings. Under the General tab, you can edit the name and description. When done, click Save. Changing the Group access: Click ...
Video-conferencing in Zoho Connect
Hold discussions with your team, regardless of where they are by using the video-conferencing option in Zoho Connect. How to start a video conference? You can start a video conference within a Connect group or with a set of members in your network. ...
Managing apps for a group.
Depending on the purpose of your group, you can enable/disable specific apps for your group. Apps available at the group level Custom Apps: With a simple drag and drop interface, use intelligent forms to build an app that helps automate some of your ...
Moderating posts and comments in a Group.
Once you enable moderation in the group, all posts and comments made in the group will require the approval of the moderator before they are made visible to everyone. By default, all group admins are moderators. To enable moderation: Click the menu ...
User roles in a group
User roles in a group include Admin, Moderator, and Member. Admin: The person who creates the group is by default the admin of the group. Admins can add or remove members anytime, enable or disable built-in apps, moderate posts, and comments made in ...
Adding members to a Group
To add members, follow the steps below: Go to the specific Group. Click the menu on the right, next to the member count. From the drop-down select Add Members. Select members to be added and click Add. Accessing the built-in apps. Group members can ...
Creating a group
Groups are an ideal space for teams to work together. With built-in apps and admin capabilities, groups helps teams communicate better and work faster. Creating a new Group. There are three types of groups that can be created in Zoho Connect: Open - ...
Video-conferencing in Zoho Connect
Hold discussions with your team, regardless of where they are by using the video-conferencing option in Zoho Connect. How to start a video conference? You can start a video conference within a Connect group or with a set of members in your network. ...
Managing apps for a group.
Depending on the purpose of your group, you can enable/disable specific apps for your group. Apps available at the group level Custom Apps: With a simple drag and drop interface, use intelligent forms to build an app that helps automate some of your ...
Moderating posts and comments in a Group.
Once you enable moderation in the group, all posts and comments made in the group will require the approval of the moderator before they are made visible to everyone. By default, all group admins are moderators. To enable moderation: Click the menu ...
User roles in a group
User roles in a group include Admin, Moderator, and Member. Admin: The person who creates the group is by default the admin of the group. Admins can add or remove members anytime, enable or disable built-in apps, moderate posts, and comments made in ...
Adding members to a Group
To add members, follow the steps below: Go to the specific Group. Click the menu on the right, next to the member count. From the drop-down select Add Members. Select members to be added and click Add. Accessing the built-in apps. Group members can ...
Creating a group
Groups are an ideal space for teams to work together. With built-in apps and admin capabilities, groups helps teams communicate better and work faster. Creating a new Group. There are three types of groups that can be created in Zoho Connect: Open - ...
Deleting a Manual
Click the button with three dots in the top-right side of your Manual banner image. From the drop-down, select Settings. Under the Advanced tab, click Delete this Manual.
Archiving a Manual
When you archive a Manual, all further activity in it is disabled. Your Manual becomes read-only and will not appear in the Manual listing pages. Click the button with three dots in the top-right side of your Manual banner image. From the drop-down, ...
Manual Activity
The Manual Activity provides a view of the updates made to the Manual like members added and articles published. All members in the Manual have access to the Manual Activity and can comment on the activity. Once a Manual is published to a group or ...
Following a Manual
When you follow a Manual, you will receive an email notification and a push notification for all updates related to that Manual. Click the button with three dots in the top-right side of your Manual banner image. From the drop-down, select Follow.
Publishing a Manual
You can publish your Manual to a group, the network wall, or to your own wall. Once a Manual is published, it can be viewed by those who are not members of your Manual. Depending on where you publish your Manual, all group or network members can ...
Changing the manual navigation in Zoho Connect
Top navigation: In this type, all your Chapters will be listed on top horizontally, and the Articles can be accessed from the drop-down under the Chapters. Left navigation: All your Chapters and Articles will be listed in the left side of your ...
Managing members in a Manual
Adding members To add members to your Manual: Go to your Manual. Click the button with three dots in the top-right side of your page. Select Settings from the drop-down menu. Under the Members section, enter the name and click Add to Manual. Removing ...
User roles in a Manual
Admin When a person creates a Manual, they become the admin by default. Admins have full control over a Manual. They can create and edit Articles, add Chapters, and organize the Manual. Admins can make posts and comments on the Manual wall, and also, ...
Working with Chapters and Articles
Creating an Article: Click Create Article in the top-right side of your Manual. In the editor, you can start writing your article. Adding a Chapter: Click the button with three dots in the top-right side of your Manual. From the drop-down, ...
Creating a Manual
To create a Manual, follow the steps below: Click Manuals in the left navigation menu. Click the + icon in the top-right corner of the page. Enter your Manual name, description, and add contributors. You can add individual members and Groups as ...
Manuals overview
Use Manuals to build your team's knowledge base. Think of it in terms of an online library that your team can draw on when needed. For example, your company's policies, best practices guide related to work, API documentation, and other resources can ...
Sharing an article in Zoho Connect
Overview Let's say you are working on an article in one if your manuals and you need some perspective from someone who does not have access to the Manual. And what if you need to provide them access only to a specific article and not the entire ...
Duplicating manuals in Zoho Connect
Overview Manuals that are relevant to different groups or even another network, can be duplicated easily there. Instead of writing a manual from scratch, you could easily share information and save time by duplicating existing manuals. Who can ...
Code Editor in Manuals
Overview The Code editor in Manuals is specialized for writing software. Depending on the programming language used, the code editor will highlight code snippets and provide automatic indentation. This will help improve the readability of the ...
Public Manuals in Zoho Connect
Overview The Public Manual option allows you to share Manuals with people outside your Network using an URL. The Manual and Articles in it are accessible to anyone (including non-Zoho users) who has the URL. Password protected sharing To ensure that ...
How to unpublish a Manual/Article?
Overview Unpublish a Manual when you'd like to keep it temporarily unavailable to the users following it, instead of deleting it. You also have the option to unpublish specific Articles in the Manual. However, Contributors and Members will be able to ...
Changing the Board view
You can change the board view to get an overall idea based on Calendar, Due Date, Priority and Section. The section view is the default view you get. Calendar view: See the overall picture of who needs to finish what and by when. Due Date view: All ...
Board templates in Zoho Connect
What is a board? 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 ...
Task templates in Zoho Connect
What is a task template? Sometimes, tasks of a similar nature are repeated at different places. Let's say, you handle your company's website, and every time you need a new page, you assign a task to one of your writers. Instead of creating the same ...
Task Filters
You can view just the tasks you need by making use of Filters. To do this: Click the Funnel icon in the top-right corner of your My Tasks or Private Tasks page. Check the filters you need to apply based on Board Name, Priority, Due Date, and Status. ...
Task Views
The List view: This is the default view. Your tasks are listed based on the deadline--overdue tasks appear on top. The Calendar view: Get an overall perspective of your to-dos for specific time periods. The above views can be applied to the My Tasks ...
Importing users and tasks
Importing Users to a Board You can add users in your network to a board by uploading a csv file with their email addresses. Click the menu with three dots in the top-right corner of your Board header. From the dropdown, select Import Users. Upload a ...
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 ...
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 ...
Creating a Private Task
From the My Tasks or Private Tasks page, click the + icon seen in the top-right side of your page. 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 ...
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 ...
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