Overview

What sample data is in Zoho Connect?

Why use sample data?

• If you're new to Zoho Connect, sample data allows you to practice and experiment with the platform, which is a great way to get comfortable.
• Instead of starting from scratch, you can see how each module can be utilized for your needs and get to know our platform more quickly.

Getting started with sample data

Navigating through the workspace

• In Tasks, you can view how tasks can be assigned and tracked. Click on the sample task board to see details like deadlines, assigned members, and task progress.
  
  
   

• In Forums, you can explore how to use it as a medium to write down your thoughts, ideas, add tags, and let your team interact with it.
  
  
  
  
  
  

• In Feeds, you can see how you can publish posts, along with some tips on how you can utilize feeds for making announcements, posting polls, writing conversation, creating/scheduling events, and much more.
  
  
  
  

• In Events, you can view how different types of events can be created and scheduled in Team, Private, or Company calendars.
  
  
  
  

• In Manuals, you get to know how to utilize this module as the right place to share your knowledge, useful resources, important notes, company policies, work guidelines, and other materials with your team.
  
  
  
  
• In Town Halls, you can see how effectively town halls can be used as a source to conduct interactive Q&A sessions with your team and answer them by yourself or with the help of other panelists.
  
  
  
  
  
  

• In Groups, you can see how groups can be used to create an interactive space for focused conversations with your team while utilizing useful built-in apps.
  
  
  
  

How to identify sample data

How can I switch back to my own data

1. Click the gear icon on the right menu.
2. Select Sample Data under Data Administration.
   
   
   
   
3. Click Clear Sample Data.
   
   
   
   
4. In the pop-up, select those in which you want to remove the pre-loaded sample data from.
   
   
   
   
5. Click Clear to erase the data.

After clearing the sample data, you can start building your own environment from scratch.

You can load sample data into your network whenever you want.

How to reload sample data in the network

1. Click the gear icon on the right menu.
2. Select Sample Data under Data Administration.
   
   
   
   
3. Click Load Sample Data.