Zoho Connect
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 ...
Following a board in Zoho Connect.
On following a board, members of the board can receive notifications every time a new task is added, or when a task is completed or reopened in the board. By default, notifications are sent to members only when a task involves them. With the Follow ...
Sharing board templates in Zoho Connect
Board templates that you create can be shared with other members in the network. How to share a board template in Zoho Connect? Board Admins who've created a board template can share it with other members in the network. Click Tasks from the menu in ...
How to Duplicate a Section?
Overview Instead of creating a section from scratch, you can simply duplicate a section across Boards. Who can duplicate a Section? Only the Board Admins can duplicate a Section. While duplicating a Section to another Board, make sure that you are ...
Sharing task templates in Zoho Connect
Task templates that you create can be shared with other members in the network. How to share a task template in Zoho Connect? Board Admins who've created task templates can share them with other members in the network. Click Tasks from the menu in ...
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 ...
Copying the URL of a board section in Zoho Connect
Overview Say you have a list of tasks in a section that you would like someone to refer to. Instead of copying the URLs of individual tasks, you can simply share the section's URL with them. How to copy the section URL? Click Tasks in the left ...
How to set due date to a Checklist item?
Who can set due date to a Checklist item? Admins of the Board, members who have permission to create Sections and Tasks, and members who have permission to edit Tasks within a board can add due date to checklist items. How to set due date to a ...
How to follow/unfollow a Task in Zoho Connect?
OverviewWhen you follow a Task you will receive an email notification and a push notification for all updates related to that Task. What tasks can you follow? You can follow Tasks assigned to others from Boards you belong. How to follow a Task ? ...
Board activity in Zoho Connect
The board activity section in Zoho Connect gives you a consolidated view of all everything that's happening within a board. All board members can access the board activity section. To view this, click the activity icon in the top-right section of the ...
How to enable Gantt view in a Board?
What is Gantt View? The Gantt view is a horizontal bar chart that provides you with a visual view of tasks scheduled over time (based on the task's start date and due date). It simplifies complex project details into a visual chart and helps to plan, ...
Statistics
Overview The board statistics gives you the numbers across all boards you belong to. You can select specific boards and also, a specific time period to filter out the data. Who can access the board statistics? Any user who is a member of at least one ...
Moving a board section in Zoho Connect
Overview Move a section from one board to another in a few easy steps. Who can move a board section? The admin of the board can move the section to any other board that they're the admin of. How to move a section? Click Tasks from the menu in the ...
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. ...
Adding a checklist as a section action in Zoho Connect's boards.
Overview 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 the tasks added to ...
How to assign Task complete permission?
Overview Control who among your Board members can mark a Task as complete. Who can assign Task complete permission? Only the Board Admins can assign Task complete permission. How to assign Task complete permission? Click Tasks from the menu in ...
Using Custom Fields in Zoho Connect's boards
What are custom fields? Custom fields are additional metadata for a task, besides the default fields like Name, Description, Priority, etc. They can be created to suit the type of information required on the task for a specific project. These fields ...
Adding tags as a section action to Zoho Connect's boards
Overview Automate recurring steps for the tasks within a specific 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 the tasks ...
Adding tags as a section action to Zoho Connect's boards
Overview Automate recurring steps for the tasks within a specific 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 the tasks ...
Board settings in Zoho Connect
How to access the board settings page? To access the board settings go to the board, click the menu in the top-right corner and select Settings from the dropdown. General In this tab, you have the option to edit the board name and description. You ...
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 ...
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 ...
Adding custom fields to the task status and priority
Overview Add more options to the status and priority fields for the tasks within a board. Who can add these custom options? Only the admin of the board can add more options and edit the default options. How to add more fields? Click Tasks from ...
Bookmarking a post
You can posts that are important to you as bookmarks and refer to them anytime you need. To do this: Click the dropdown in the top-right corner of a post. Click Bookmark. You can access this post from the Bookmarks tab in your My Feed page.
Hiding a post from My Feed
Posts you feel are not as important as the others can be hidden from your feed. Click the dropdown in the top-right corner of the post. Click Hide this post. This will hide the posts from your My Feed page alone.
Turning off notifications for a post
You can choose to turn off notifications completely for specific posts. Once you select this option, you will no longer receive any email notification or push notification for activities on that post. To do this: Click the timestamp on the post to ...
Adding a task from a post
A lot gets talked about over a post. Get to work immediately and implement ideas by assigning posts directly from the post. Here's how you can do this: Click the Add Task that appears when you hover above the post. Fill out the task title, priority, ...
Starting a chat from a post
A post is the best way to start a conversation with your team, but if you want to speed up the decision making process, you can switch to a realtime group chat right from the post. All those who've participated in the post are included in the group ...
Following a #hashtag
Hashtags are a great way to make conversations of a similar theme or context easily searchable. You can follow hashtags that are relevant to you and be informed every time posts are made with the specific hashtags. You will get an email notification ...
Following a post
The follow option gives you every single update related to a specific post, regardless of whether you've participated in it. You will get an email notification and a push notification for updates related to that post. Click the dropdown in the ...
Managing groups
As an admin, you can delete existing groups in your network or create a new one from the Manage Groups page. Also, you can add or remove members from the groups in your network. To delete a Group: Click the gear icon in the top-right corner of the ...
Search in Zoho Connect
Connect's advanced search filters let you retrieve old posts, files, forum discussions, tasks, and manuals, anytime you need them. Article content within a manual and the content within your files are also fully searchable. The Search bar can be seen ...
Bookmarking a post in Zoho Connect
If you find posts that interest you or if you'd like to use posts as reference material, you can always bookmark them and access them anytime you want to. How to bookmark a post? Click the menu with three dots, seen in the top-right corner of the ...
Viewing Conversation Details
The conversation details page gives you the feed statistics (number of participants, mentions, time of last reply) and also, more options like Copy Post URL and turning off notifications. To view this, click the timestamp on the post.
Starting a private conversation
Keep sensitive information under wraps by starting a private conversation with specific members or groups. How to start a private conversation? Click the text in the post editor that says "What's on your mind right now?" At the bottom-right part of ...
Starting a poll in Zoho Connect
Run a poll and get your network members to vote for what they think is the best idea or solution. How to start a poll? Go to the specific wall and click the poll icon, seen above the post editor. Type out your poll question and add options. You can ...