Board settings in Zoho Connect

Board settings in Zoho Connect

How to access the board settings page?

To access the board settings go to the board, click the menu in the top-right corner and select Settings from the dropdown.


In this tab, you have the option to edit the board name and description. You can also upload or change the logo of the board. 


You can add your network members or guest users to the board or you may bulk upload the users from a CSV file that contains the registered email addresses of members.

Also, by clicking on the gear icon seen in the right end of each user's name, you can change the respective user's role between admin and member.

Tags allow you to give tasks additional context or to group similar tasks for easy viewing. You can add, edit, or delete tags that board members can use for the tasks within the board.

Assign specific permissions to members in the board like, "Who can - create task / create section / add assignees / mark a task as complete/ edit tasks?" These permissions will not apply to the Board admin(s) who will always be able to perform the activities mentioned above.

Archive completed tasks in the board either immediately or within a specific interval. If you would like to keep the task as it is, you can choose the do not archive option.

Archive this Board will make the board read-only. Once a board is archived, all the activities in it will be disabled and the board will not appear in the listing. You can also choose to hide this board from search results.

Associate this Board with a Group helps you to link the board with to group in your network. Once associated, the members from the group will be able to access the board and also if you add or remove members to the group, it will be synced here.

Delete this Board will permanently remove the board and the data in it from your network.
Developer Info gives you the Scope ID, Partition ID and the Section ID that can be viewed by selecting the specific section. 

    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

                    Explore our Pricing Plans
                      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

                                                                            • 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 ...
                                                                            • Board activity in Zoho Connect

                                                                              The board activity section in Zoho Connect gives you a consolidated view of all everything that's happening within a board. All board members can access the board activity section. To view this, click the activity icon in the top-right section of the ...
                                                                            • Moving a board section in Zoho Connect

                                                                              Overview Move a section from one board to another in a few easy steps. Who can move a board section? The admin of the board can move the section to any other board that they're the admin of. How to move a section? Click Tasks from the menu in the ...
                                                                            • 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 ...
                                                                            • 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 ...
                                                                            Wherever you are is as good as
                                                                            your workplace



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


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


                                                                              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