Using Notebook with Zoho Connect

Using Notebook with Zoho Connect

Notebook serves as the primary note taking app for all Zoho Connect users. You can create notes within Connect, associate notes to your posts and do much more with this integration. Let us see in detail on how to Notebook inside Zoho Connect helps you to take and organise your notes.

Before you begin

Here are a few things to know before you use Notebook in Connect.
  • Notebook is enabled by default to all organisations using Connect.
  • Notebook will automatically sign in using the signed in Zoho Connect account through Single Sign-On.
  • The organisation or network admin in Zoho Connect has the permissions to enable and disable Notebook to their users.

Enable/Disable Notebook in Zoho Connect

Ask your network/organisation administrator to follow these steps to enable/disable Notebook for your network/organisation.
  1. Sign in to Zoho Connect.
  2. Click the plug icon from the top-right part of the page.

  3. Click Manage under the new page.
  4. Click Approve/Restrict to allow or disable the use of Notebook.
  5. The changes will be automatically applied to all members within the network.

Notebook in Connect

Click Notebook icon from the right panel in Zoho Connect web app to view all your notes created in Notebook. You can then,
  • Create, edit and delete notes.
  • Search through your notes.
  • Post a note as a status in Zoho Connect.
  • Copy a note’s content to Clipboard.
  • Secure a note.
  • Open a note in Notebook web app.

Post a note as status

To post a note as a status in Zoho Connect, follow these steps.
  1. Click more action placed on the top right of a note preview.
  2. Click ‘Post as Status’.
  3. Select the destination and click 'Share’.

Associate a note to a post in a feed

You can associate an existing note or create a new note and associate it to a connect post/status. To do so, follow the below steps.
  1. Scroll to the post which needs to be associated to a note.
  2. Click ’Take Note’ placed on the bottom of that post/status.

  3. Create a new note by clicking any of the four create note icons placed at the bottom.

Associate a note to a forum/task

To associate a note to a forum or task, follow these steps.
  1. Choose the forum or task you need to associate to a note.
  2. Click ‘More’ action placed to the right of the title.
  3. Click ’Take Notes’.
  4. Create a new note by clicking any of the four create note icons placed at the bottom.
Related Articles

Getting Started
Create notes
Associated notes

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