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. 


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