Tip #14: 5 Zoho Sheet features that make collaboration easy

Tip #14: 5 Zoho Sheet features that make collaboration easy

The world has indeed become small, with teams and organizations now spread across the globe. So why should data be kept in offline silos? Here are five Zoho Sheet features that help you share your data across your organization, and work seamlessly with your collaborators—no matter where they're located.



1. Sharing: One file. Multiple permissions.

Not every collaborator needs to be given the same level of access to your spreadsheet. We understand this, and offer four different permissions. Choose from View, View and Comment, Edit, and Share. These permissions offer fine-grained control over which collaborator gets to do what with your spreadsheet.



2. Version History: Every change accounted for

Version History in Zoho Sheet helps you keep track of all the different versions of a file, since creation. You can choose to name versions and keep them highlighted, share or download a particular version as a new spreadsheet, and revert to any of the previous versions. Life is easier when you don't have 10 versions of the same file saved on your computer.



3. Audit Trail: The what, when, who, and where

When working with a shared spreadsheet, it's important to be informed about all edits made. Zoho Sheet's Audit Trail feature helps you keep track of the changes made to your spreadsheet. You can filter and view edits based on date, collaborator, and cell range. 



4. Cell-level commenting: Talk it out 

Choose to add a comment referring to a cell or a cell range. With @mentions, you can easily notify particular collaborators who can reply and resolve comments directed at them. Along with comments, the in-product chat is a great place to brainstorm ideas.



5. Check out and work without distractions

As the owner of the spreadsheet, you can "check out," which sets the spreadsheet to Read Only for other collaborators. When you're done making changes to your file without interruption, you can check back in. Checking in will make the spreadsheet editable for collaborators with appropriate permissions.



With RTL support, different locale settings, format options, user level filters, and real-time collaboration, Zoho Sheet is the perfect spreadsheet application for working on data together as a team. Try it out, and let us know in the comments how you liked it. 

Follow our Twitter and LinkedIn spaces for more updates about the product.

    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • Tip #20 - Three things you probably didn't know you can do with picklists

                                                            Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular
                                                          • Tip #18: 6 Trendlines and when to use them in your spreadsheet data?

                                                            Charts are a great tool for visualizing and interpreting large chunks of data in spreadsheets. Zoho Sheet offers you 35+ chart options, along with AI-powered chart recommendations based on the data set you select. There are various chart elements that
                                                          • Tip #16: Ask Zia your data-related questions and get powerful insights

                                                            Zoho Sheet provides a variety of tools and functionalities to help you analyze your data from end to end. But what if you could analyze all your data sets with a single AI-powered tool? Meet Zia, our smart virtual assistant who will answer all your data-related
                                                          • Tip #17: Easily share spreadsheets with non-Zoho account users

                                                            With efficient, collaboration-friendly options, Zoho Sheet is a popular choice among users. Sheet's external share links help you collaborate more effectively by sharing your spreadsheets with anyone outside your organization, including users who do not
                                                          • Tip #7: Four things you didn't know you can do with Conditional Formatting

                                                            Conditional formatting helps you highlight and visualize data in your spreadsheet based on provided rules. Zoho Sheet offers three types of conditional formatting: Classic, Color Scales, and Icon Sets. If you're already familiar with how Conditional Formatting works, here are some bonus tips for Classic formats: Customize rules with formulas Zoho Sheet allows you to create personalized rules based on formulas. For example, in a task list you can use customized formulas to highlight tasks which are


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ





                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                                                                                            Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
                                                                                                          • How do you list multiple contacts for a lead?

                                                                                                            My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieve
                                                                                                          • Modifying Three Dot Menu Options

                                                                                                            Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable for
                                                                                                          • Field Not Updating in FSM Script - Service and Parts module.

                                                                                                            Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and
                                                                                                          • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

                                                                                                            Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make
                                                                                                          • Zoho Books | Product updates | September 2025

                                                                                                            Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate
                                                                                                          • How to update Multiple Users field in Quote Module from Deal Module

                                                                                                            Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both Module
                                                                                                          • Auto-sync field of lookup value

                                                                                                            This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
                                                                                                          • Clone a Module??

                                                                                                            I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
                                                                                                          • Advance PDF creation from CRM data

                                                                                                            I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want
                                                                                                          • how to disable staff selection Zoho Booking integrated to SalesIQ?

                                                                                                            currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will
                                                                                                          • How to change the text in WhatsApp Zobot integrated to Zoho Booking?

                                                                                                            I have integrated Zoho Bookings into Zoho SalesIQ, I want to change the text in WhatsApp when creating a booking in Zobot how to change those text?
                                                                                                          • Updating Subform Record from other Form

                                                                                                            Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No
                                                                                                          • Zoho Books - Hide Convert to Sales Order if it can't be used.

                                                                                                            Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive
                                                                                                          • How do I bulk archive my projects in ZOHO projects

                                                                                                            Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil
                                                                                                          • Cross-Data Center Collaboration and / Or allowing users to choose DC

                                                                                                            Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data
                                                                                                          • Zoho Flow - Update record in Trackvia

                                                                                                            Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow to
                                                                                                          • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

                                                                                                            I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link
                                                                                                          • Send / Send & Close keyboard shortcuts

                                                                                                            Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
                                                                                                          • Is it possible to register webhooks in Zoho CRM using API?

                                                                                                            Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule that
                                                                                                          • Calls where the local audio is shared, have echo

                                                                                                            When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?
                                                                                                          • Systematic SPF alignment issues with Zoho subdomains

                                                                                                            Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
                                                                                                          • Update application by uploading an updated DS file

                                                                                                            Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?
                                                                                                          • Markdown support, code cells...

                                                                                                            Hi Zoho I'd like to vote for a feature that markdown is supported with: Headings Code highlighting Quoteblocks ... Furthermore a inline card(like inline sketch card) for special text like Code would be great. And just to add my vote as well for "Tags"!
                                                                                                          • Minimise chat when user navigates to new page

                                                                                                            When the user is in an active chat (chatbot) and is provide with an internal link, when they click the link to go to the internal page the chat opens again. This is not a good user experience. They have been sent the link to read what is on the page.
                                                                                                          • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

                                                                                                            How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
                                                                                                          • Reports: Custom Search Function Fields

                                                                                                            Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with
                                                                                                          • Zoho Projects app update: Voice notes for Tasks and Bugs module

                                                                                                            Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching
                                                                                                          • zurl URL shortener Not working in Zoho social

                                                                                                            zurl URL shortener Not working in while creating a post in Zoho social
                                                                                                          • In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to sh

                                                                                                            Hi In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to show alert. How We can achive in Zoho CRm Using custom
                                                                                                          • Power of Automation::Streamline log hours to work hours upon task completion.

                                                                                                            Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
                                                                                                          • Zoho Bookings know-how: A hands-on workshop series

                                                                                                            Hello! We’re conducting a hands-on workshop series to help simplify appointment scheduling for your business with Zoho Bookings. We’ll be covering various functionalities and showing how you can leverage them for your business across five different sessions.
                                                                                                          • Custom report

                                                                                                            Hello Everyone I hope everything is fine. I've tried to To change the layout of the reports, especially the summary page report, and I want to divide summary of each section in the survey but I can't For example: I have a survey containing five different
                                                                                                          • Zoho Journey - ZOHO MARKETING AUTOMATION

                                                                                                            I’ve encountered an issue while working with a journey in Zoho Marketing Automation. After creating the journey, I wanted to edit the "Match Criteria" settings. Unfortunately: The criteria section appears to be locked and not editable. I’m also unable
                                                                                                          • Custom Fields in PDF outputs

                                                                                                            I created a couple of custom fields. e.g Country of Origin and HS Tariff Code. I need these to appear on a clone of a sales order PDF template but on on the standard PDF template. When I select "appear on PDFs' it appears on both but when I don't select
                                                                                                          • How to create a Service Agreement with Quarterly Estimate

                                                                                                            Hello, I'm not sure if this has been asked before so please don't get mad at me for asking. We're an NDIS provider in Australia so we need to draft a Service Agreement for our client. With the recent changes in the NDIS we're now required to also include
                                                                                                          • Change Currency symbol

                                                                                                            I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would
                                                                                                          • Python - code studio

                                                                                                            Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
                                                                                                          • Zoho Social - Post Footer Templates

                                                                                                            As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running
                                                                                                          • Allow to pick color for project groups in Zoho Projects

                                                                                                            Hi Zoho Team, It would be really helpful if users could assign colors to project groups. This would make it easier to visually distinguish groups, improve navigation, and give a clearer overview when managing multiple projects. Thanks for considering
                                                                                                          • Next Page