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.
How do I create a new category?
- Click Tasks from the main menu on the left.
Click on the (...) three dots next to the (+) New Board button on the extended menu.
Select New Category option from the pop-up.
Add a name for the new category in the Category Name field. You can also add a description if you need.
- Click Add Group and select the Boards that need to be listed under the category.
- 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:
- Click Boards from the main menu on the left.
- Navigate to the category you want to edit in the extended menu.
- Click the ellipsis [...] next to the category name.
- Click Edit from the dropdown.
- In the pop-out, make the required changes to the category name and Boards in it.
- To remove a group from the category, click the cross mark [
] next to the group name.
- Click Save.
How do I delete a category?
- Click Boards in the main menu on the left.
- Navigate to the required category in the extended menu.
- Click the ellipsis [...] next to the category name.
- 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!