Working with boards in Zoho Connect

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 Board

The next step towards making your work plan easier to implement is creating sections. You can keep creating as many sections as you like.
  • Click the Create Section button seen at the bottom after you've created a Board.
  • Enter your section title.
  • You can keep adding additional sections by clicking the + symbol seen in the right, next to the created section.

Reordering Tasks and Sections

Keeping your tasks and sections in order can be done easily by dragging and dropping them. You can drag and drop sections to order them, and drag and drop tasks to move them within and between sections.

Renaming a Section

  • Click the menu that appears when you hover above a section.
  • Click Rename.
  • Edit the name and press Enter.

Renaming a Board

  • As Board admin, you can access the settings by clicking the menu in the top-right corner of the Board header.
  • From the drop-down, select Settings.
  • Under the General tab, you can edit the name and description.
  • When done, click Update.

Deleting a Section

  • Click the menu that appears when you hover above the section.
  • Click Delete.
  • Only Board Admins can delete a section.

Deleting a Board

  • As admin an you can access the settings by clicking the menu in the top-right corner of the Board header.
  • From the drop-down, select Settings and then Advanced.
  • Click Delete this Board.


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