Tasks & Boards
Following a board in Zoho Connect.
On following a board, members of the board can receive notifications every time a new task is added, or when a task is completed or reopened in the board. By default, notifications are sent to members only when a task involves them. With the Follow ...
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. General In this tab, you have the option to edit the board name and description. You ...
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 ...
Importing users and tasks
Importing Users to a Board You can add users in your network to a board by uploading a csv file with their email addresses. Click the menu with three dots in the top-right corner of your Board header. From the dropdown, select Import Users. Upload a ...
Changing the Board view
You can change the board view to get an overall idea based on Calendar, Due Date, Priority and Section. The section view is the default view you get. Calendar view: See the overall picture of who needs to finish what and by when. Due Date view: All ...
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 Views
The List view: This is the default view. Your tasks are listed based on the deadline--overdue tasks appear on top. The Calendar view: Get an overall perspective of your to-dos for specific time periods. The above views can be applied to the My Tasks ...
Creating a Private Task
From the My Tasks or Private Tasks page, click the + icon seen in the top-right side of your page. 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 ...
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 ...
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 ...