Tasks & Boards
Sharing a Section in the Board
Feature Availability Overview Board admins can share a section with anyone who's a part of the organization. This includes people who are not the part of the section. Non-members of the section will only have access to the board that was shared with ...
Setting mandatory task status
Feature Availability Overview Marking a task status as mandatory helps you to ensure that every task goes through the required steps before it's marked as complete. What does it do? You can mark one or more task statuses as mandatory. Users cannot ...
Restricting who can change a specific task status
Feature Availability Overview As a board admin and moderator, you can decide who can change the status of a specific task so that only the right people can update completed tasks. For example, let’s say there’s a status called UI Provided. The task ...
Viewing task history in Zoho Connect
Feature availability Overview Task History is a feature in Zoho Connect that records all actions taken on a task. It allows you to see what changes were made, who made them, and when they occurred. Whether it's a status update, a deadline change, or ...
Working with boards in Zoho Connect
Overview Boards in Zoho Connect provide you with a powerful way to organize and manage tasks, projects, and workflows. Features like sections, drag-and-drop functionality and quick filters in boards help teams to track tasks and plan their work ...
Using filters in Tasks in Zoho Connect
Overview Task filters allow you to focus on priority tasks, helping you get a organized and optimized workflowIn Zoho Connect, you can create, edit, and share personalized filters in My Tasks and All Tasks. This feature helps you save time in ...
Arcades in Boards
Feature Availability Overview Arcade is available in the Tasks module in Zoho Connect, and is created with a sporty approach. This feature allows members to earn points for performing certain activities in the tasks module, such as creating a task, ...
Using filters in a Zoho Connect Board
How to use Board filters? View just the tasks you need to by using filters. Navigate to the required Board. Click the Funnel icon in the top-right side of the Board. From the dropdown, select filters based on Section name, Assignee, Start Date, Due ...
Task statistics in Zoho Connect
Feature availability Overview The task statistics page provides an overview of task-related data across all boards you belong to. It enables you to track and analyze task performance, completion rates, and other key metrics to gain insights into your ...
Creating categories for Boards in Zoho Connect
Feature Availability Overview Keep your left menu organized and clutter-free by creating categories for your Boards. This also helps with easy and quick navigation. For example, you can create a category like "frequently used" and put the Boards you ...
Workload view in Boards
Feature Availability Overview The workload view in Boards gives a day-by-day visualization of the tasks each person is assigned to. This helps to identify people overburdened with tasks in one glance and assign upcoming tasks accordingly. If needed, ...
Sharing a Board in Zoho Connect
Feature Availability Overview Use the Share Board option in Zoho Connect to share a read-only copy of a Board with network members who are not a part of that Board, or with anyone on the internet using a public link. You can also set a password for ...
Timesheets in Zoho Connect
Feature Availability Overview Timesheets provides a chronological view of the time logged by all users in an easy-to-understand table. You can view time logs from a specific board and also export the timesheet data. Who can access a Board's ...
Time tracking in Zoho Connect
Feature Availability Overview Using the time tracking in Zoho Connect you can record and track the time spent on tasks across different Boards. Time Tracking is useful for resource management, calculating billable hours, and evaluating time ...
Assigning copies of a task in Zoho Connect
Feature Availability Overview You can use the Assign Copies option in Zoho Connect to create one or more copies of a task and directly assign them to individual users. This helps when you need several people to perform the same task individually, ...
Task Dependency in Zoho Connect
Feature Availability What is task dependency? Task dependency is a relationship in which a task relies on other tasks, determining the order in which the tasks should be performed. This helps to establish a relationship between tasks and streamline ...
Task view count in Zoho Connect
Overview The Task view count option in Zoho Connect lets you see the list of users who have viewed a particular task. Who can view the task view count? Only the board admins and the creator of a task can see the view count for tasks created in ...
Convert Checklist items into Tasks
Overview If a Checklist item needs additional importance, you can convert it into a separate Task within the same Board or add it to any other Board. Who can convert a Checklist item into a Task? Users who have permission to create Tasks in the Board ...
How to restore a deleted Board?
Only network admins can restore a deleted Board. If you are a network admin, you can restore a deleted Board by following the steps below: Click Tasks from the main menu in the left. Click the ellipsis (...) in the bottom-left part of the page. From ...
My checklists in Zoho Connect
Overview My checklists gives you a list of all the checklist items assigned to you. Where to find My Checklists? Click Tasks in the left navigation pane. Click the My Checklists tab. By default, all the checklist items assigned to you ...
How to assign Task complete permission?
Overview Control who among your Board members can mark a Task as complete. Who can assign Task complete permission? Only the Board Admins can assign Task complete permission. How to assign Task complete permission? Click Tasks from the menu in ...
How to reorder Boards in Tasks?
Overview Reorder the list of boards to suit your convenience. How to reorder Boards in Tasks? Click Tasks from the menu in the left. Click the ellipsis (...) in the bottom-left part of the page. From the drop-down, click the Reorder Boards. ...
How to enable Gantt view in a Board?
Feature Availability What is Gantt View? The Gantt view is a horizontal bar chart that provides you with a visual view of tasks scheduled over time (based on the task's start date and due date). It simplifies complex project details into a visual ...
Following Tasks in Zoho Connect
Feature Availability Overview Board members except assignees and the task creator can follow a task to receive notifications and keep track of its progress. A task can be followed by either one of the following ways: Users can themselves follow a ...
How to set due date to a Checklist item?
Who can set due date to a Checklist item? Admins of the Board, members who have permission to create Sections and Tasks, and members who have permission to edit Tasks within a board can add due date to checklist items. How to set due date to a ...
How to Duplicate a Section?
Overview Instead of creating a section from scratch, you can simply duplicate a section across Boards. Who can duplicate a Section? Only the Board Admins can duplicate a Section. While duplicating a Section to another Board, make sure that you are ...
Adding custom fields to the task status and priority
Overview Add more options to the status and priority fields for the tasks within a board. Who can add these custom options? Only the admin of the board can add more options and edit the default options. How to add more fields? Click Tasks from the ...
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 ...
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 ...
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 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 ...
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 ...
Using Custom Fields in Zoho Connect's boards
What are custom fields? Custom fields are additional metadata for a task, besides the default fields like Name, Description, Priority, etc. They can be created to suit the type of information required on the task for a specific project. These fields ...
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 ...
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 ...
Copying the URL of a board section in Zoho Connect
Overview Say you have a list of tasks in a section that you would like someone to refer to. Instead of copying the URLs of individual tasks, you can simply share the section's URL with them. How to copy the section URL? Click Tasks in the left ...
Viewing tasks and checklists in Zoho Connect
Overview The All Tasks view in Zoho Connect provides a list of tasks and checklists from all boards you belong to, except for private tasks. How to view all tasks and checklists Go to Tasks. Click All Tasks from the left extended menu. Go to the All ...
Statistics
Overview The board statistics gives you the numbers across all boards you belong to. You can select specific boards and also, a specific time period to filter out the data. Who can access the board statistics? Any user who is a member of at least one ...
Sharing task templates in Zoho Connect
Task templates that you create can be shared with other members in the network. How to share a task template in Zoho Connect? Board Admins who've created task templates can share them with other members in the network. Click Tasks from the menu in ...
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 ...
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