Sharing board templates in Zoho Connect

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 the left.
  • Click the three-dot menu in the bottom-left part of the page.
  • From the drop-down, click View Board Templates.
  • From the template listing page, click the template you would like to share.
  • In the template preview pop-out, click the three-dot menu in the top-right corner.
  • From the drop-down, select Share Template.
  • In the pop-out, search for the member, and click Share Template, next to their name.
Templates shared are automatically listed in the members' View Board Template page. Admins can view the list of shared members by going to the specific template and clicking Share Template from the drop-down.

How to stop sharing a board template with a member?

  • Click Tasks from the menu in the left.
  • Click the three-dot menu in the bottom-left part of the page.
  • From the drop-down, click View Board Templates.
  • From the template listing page, click the template you would like to share.
  • In the template preview pop-out, click the three-dot menu in the top-right corner.
  • From the drop-down, select Share Template.
  • In the pop-out, click Remove Sharing next to the member's name.
Task templates can also be shared. Click here to know how.


Sharing board templates is available only in Zoho Connect's paid version.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Resources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • 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 ...
                                                                                    • Task templates in Zoho Connect

                                                                                      What is a task template? Sometimes, tasks of a similar nature are repeated at different places. Let's say, you handle your company's website, and every time you need a new page, you assign a task to one of your writers. Instead of creating the same ...
                                                                                    • Board templates in Zoho Connect

                                                                                      What is a board? A Board is a centralized space to manage work plans—be it a personal to-do list or something that involves the entire team. You can divide work into sections and assign tasks to them. All tasks within a board can be viewed by all the ...
                                                                                    • Tasks and Boards

                                                                                      My Tasks The My Tasks page gives you a consolidated view of all the tasks assigned to you either privately or through a Board. Private tasks Tasks that you privately assign to others and those assigned to you will be listed here. Only you and those ...
                                                                                    • Tasks in a Board

                                                                                      Creating and assigning tasks To add and assign a task:  Click the + seen within a section. Fill in the task details such as title, task notes, or add a checklist, set a due date, priority levels, and set a reminder. Attach files from the desktop by ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources