Creating categories for Boards in Zoho Connect

Creating categories for Boards in Zoho Connect

Feature Availability

Overview

Keep your left menu organized and clutter-free by creating categories for your Boards. This also helps with easy and quick navigation. For example, you can create a category like "frequently used" and put the Boards you access most often in it.

Who can create a category? 

Anyone in the network can create categories. This action is user-specific, and the categories you create are visible only to you.
Network admins can also create categories for members who haven't yet created categories for themselves.  Click here to learn more about creating categories for network members. 

How do I create a new category?  

  1. Click Tasks from the main menu on the left.

  2. Click on the (...) three dots next to the (+) New Board button on the extended menu.

  3. Select New Category option from the pop-up.

  4. ​Add a name for the new category in the Category Name field. You can also add a description if you need. 

  5. Click Add Group and select the Boards that need to be listed under the category.
  6. Click Create.

What happens once a category is created?

The Boards you've added to the category will be listed under it. You can expand and collapse the category to keep your side bar organized. 

How do I edit a category? 

Use the edit option to add or remove Boards from a category and to rename the category title. To edit: 
  1. Click Boards from the main menu on the left.
  2. Navigate to the category you want to edit in the extended menu.
  3. Click the ellipsis [...] next to the category name.
     
  4. Click Edit from the dropdown.
     
  5. In the pop-out, make the required changes to the category name and Boards in it.
  6. To remove a group from the category, click the cross mark [] next to the group name.    
  7. Click Save. 
           

How do I delete a category? 

  1. Click Boards in the main menu on the left.
  2. Navigate to the required category in the extended menu.
  3. Click the ellipsis [...] next to the category name.
     
  4. Click Delete from the dropdown.
 
If you have any questions regarding categories in Groups and Boards, please write to us at support@zohoconnect.com. We are happy to help!