Adding a checklist as a section action in Zoho Connect's boards.

Adding a checklist as a section action in Zoho Connect's boards.

Overview

Automate recurring steps for the tasks within the section of your board by configuring section actions. Users can apply a set of actions, like assigning tasks to specific members, setting the due date or priority level to the tasks added to a section. Once these are configured, it will be automatically applied to all new tasks added to this section. They can also choose to apply these settings to the existing tasks in the section.

Who can add a checklist as a section action?

The admin(s) for the board can add a checklist while configuring section actions. Also, members who have permission to create a section within a board can add a checklist while setting up the actions for the sections they've created.


What happens when you add a checklist as a section action?

Once you add a checklist as a section action, it will be automatically added to all new tasks created in that specific section. Admins and members can choose to add this checklist to the existing tasks in the section.

How to add a checklist as a section action?

  1. Click Tasks from the menu in the left side of your Zoho Connect page.
  2. Navigate to the specific board.
  3. Click the inverted triangle that appears when you hover above a section.

  1. From the dropdown, select Actions.

  1. Click + Add actions.

  1. From the list of actions, select Add Checklist.

  1. Add your checklist items and use the checkbox if you'd like this checklist to be added to the existing tasks in the section.

  1. Once you are done, click Apply.

You can add up to 25 items to your checklist.
Adding section actions can be done only in Zoho Connect's enterprise plan. 


    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





              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



                      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

                                              • Adding tags as a section action to Zoho Connect's boards

                                                Overview Automate recurring steps for the tasks within a specific section of your board by configuring section actions. Users can apply a set of actions, like assigning tasks to specific members, setting the due date or priority level to the tasks ...
                                              • Integrating Zoho Meeting and Zoho Connect

                                                What is Zoho Meeting? Zoho Meeting is an online conferencing solution that lets you conduct screen-sharing sessions, and make audio or video calls to your team members. Using this integration, you can start a session with any of your Connect groups ...
                                              • Configuring a section action to move tasks to another board in Zoho Connect

                                                Overview of Section Actions Automate recurring steps for the tasks within the section of your board by configuring section actions. Users can apply a set of actions, like assigning tasks to specific members, setting the due date or priority level to ...
                                              • Private sections in Zoho Connect boards

                                                Overview For tasks specific to the project, but relevant or confidential only to a few members on the board, simply make a section as private to add and assign tasks. This section will be accessible only to the members of the specific section and the ...
                                              • Adding a checklist to tasks in Zoho Connect

                                                Overview Add a checklist to any task you create within a board or for private tasks. You can also assign each item on your list to any member. Adding checklist items can be done in both—the free and the enterprise versions. However, you will need to ...

                                              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