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

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 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.

Adding section actions can only be done if you are subscribed to Zoho Connect's enterprise plan.

Who can add tags as a section action?

The admin(s) of the board can add tags while configuring section actions. Members with the permission to create a section can add tags as section actions.  
All members of the board can, however, create tags for the tasks in the board, but they cannot configure those tags as part of section actions.

What happens when you add tags as section actions?

Once you add tags as a section action, it will automatically appear in all new tasks created in that specific section. Admins and members can choose to add these tags to the existing tasks in the section.

How to add tags 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 Tags.


  1. You can select from existing tags that have been created in the section, or you can create new ones.
  2. To create a new one, type the tag in the input box and press enter/return.
  3. Select the tags and click Apply.

How to edit tags?

Admins and members can edit the tags by going to the board settings/board info pop-out.
  1. Click the three dots (ellipses) in the top-right corner of the board.
  2. Admins can select Settings from the dropdown and members can select Board info.

  1. In the pop-out, click the Tags tab.
    From the list of tags, click the edit option (pencil icon), in the right, next to the tag.

  1. Edit the tag name and click Save.

How to delete tags?

Members can delete the tags that they've created while admins have permission to delete all tags in the board.

  1. Click the three dots (ellipses) in the top-right corner of the board.
  2. Admins can select Settings from the dropdown and members can select Board info.

  1. In the pop-out, click the Tags tab.
  2. From the list of tags, click the delete icon, in the right, next to the tag.

  1. Confirm to delete.
  2. The tag is removed from all tasks it was previously added to.





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