Zoho Notebook for Zoho Connect
Missing out on the important tasks assigned to you on Zoho Connect? Use the Notes option on Zoho Notebook. Zoho Notebook, your all-in-one note-taking platform, supercharges your productivity with a suite of powerful features. Meanwhile, Zoho Connect is a centralized intranet solution for internal communications, employee engagement, and collaboration. Now you can experience the best of both worlds, seamlessly integrated for your convenience.
Zoho 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.
In this article, you'll learn how to:
- Enable Notebook in Zoho Connect
- Access Notebook in Zoho Connect
- Post a note as status
- Associate a note to a post in Feed
- Associate a note to a forum/task
- Disable Notebook in Zoho Connect
Before you begin
Here are a few things to know before you use Notebook in Connect:
- Notebook is enabled by default to all organizations using Connect.
- Notebook will automatically sign in using the signed in Zoho Connect account through Single Sign-On.
- The organization or network admin in Zoho Connect has the permissions to enable and disable Notebook to their users.
Enable Notebook in Zoho Connect - Steps for admin
Only your network/organization administrator can enable/disable Notebook for your organization. To enable, the admin should follow the below steps:
- Sign in to Zoho Connect.
- Click the plug icon from the top-right part of the page.
- Click Manage under the new page.
- Click Approve and the changes will be automatically applied to all members within the network.
Access Notebook in Zoho Connect
- Click the Notebook icon from the right panel in Zoho Connect web app to view all your notes created in Notebook.
- You can 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 and open a note in the Notebook web app.
Post a note as Status
To post a note as a status in Zoho Connect, follow these steps.
- Click the (•••) More Options menu placed on the top right of a note preview.
- Click Post as Status.
- Select the destination and click Share.
Associate a note to a post in a feed
You can associate notes taken on Connect with a post/status. To do so, follow the below steps.
- Scroll to the post which needs to be associated with a note.
- Click Take Note (the Notes icon) placed on the bottom of that post/status.
- Now, you can take notes for that post/status and the notes created will be associated with the post.
Associate a note to a forum/task
To associate a note to a forum or task, follow these steps.
- Choose the forum or task you need to associate to a note.
- Click the More options menu placed to the right of the title.
- Click Take Notes and start taking notes for that forum post.
Disable Notebook in Zoho Connect - Steps for admin
To disable Notebook, the admin should follow the below steps:
- Click the plug icon from the top-right part of the page.
- Click Manage under the new page.
- Click Restrict to disable Notebook and the changes will be automatically applied to all members within the network.
Conclusion
Notebook in Zoho Connect help you manage your work and jot down all your creative ideas without switching tabs. Install the extension now to elevate your productivity! If you have any doubts, please reach out to us at support@zohonotebook.com.
Happy note-taking!
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