Tasks and Boards in Zoho Connect

Tasks and Boards

My Tasks

The My Tasks page gives you a consolidated view of all the tasks assigned to you either privately or through a Board.

Private tasks

Tasks that you privately assign to others and those assigned to you will be listed here. Only you and those who've assigned the task, or those you've assigned it to can see the task.

Boards

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 members.

​For example, if your team is working on a new website, then you can create a board with sections for SEO, Content, Design, and HTML, and assign it to your board members. You can assign tasks, set priority levels, trigger reminders, and start conversations and share files within a task.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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
            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


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG

                                All-in-one knowledge management and training platform for your employees and customers.

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now




                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media


                                                                  • Desk Community Learning Series


                                                                  • Digest


                                                                  • Functions


                                                                  • Meetups


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner


                                                                  • Word of the Day


                                                                  • Ask the Experts


                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          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 TeamInbox 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

                                                                                                                            • 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 ...
                                                                                                                            • Tasks in a Board

                                                                                                                              Creating and assigning tasks To add and assign a task:  Click the + seen within a section. Fill in the task details such as title, task notes, or add a checklist, set a due date, priority levels, and set a reminder. Attach files from the desktop by ...
                                                                                                                            • Task templates in Zoho Connect

                                                                                                                              What is a task template? Sometimes, tasks of a similar nature are repeated at different places. Let's say, you handle your company's website, and every time you need a new page, you assign a task to one of your writers. Instead of creating the same ...
                                                                                                                            • 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 ...
                                                                                                                            • 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 ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                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