Tasks and Boards in Zoho Connect

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 who've assigned the task, or those you've assigned it to can see the task.

Boards

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 board members.

​For example, if your team is working on a new website, then you can create a board with sections for SEO, Content, Design, and HTML, and assign it to your board members. You can assign tasks, set priority levels, trigger reminders, and start conversations and share files within a task.

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                                                      • Related Articles

                                                      • Working with Boards

                                                        Creating a Board To create a board, follow the steps below: Click Tasks in the left navigation pane. Click the + New Board in the bottom-left corner of the new page. Enter the name, description, add members, and click Create. Creating Sections in a ...
                                                      • 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 ...
                                                      • Viewing all tasks in Zoho Connect

                                                        Overview The all tasks view in Zoho Connect gives you the list of tasks from all the boards you are a member of. This list, however, does not include private tasks. You can filter based on boards, assignees, priority, and status.  How to view all ...
                                                      • 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 ...
                                                      • Creating a Private Task

                                                        From the My Tasks or Private Tasks page, click the + icon seen in the top-right side of your page. 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 ...

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