Zoho Notebook for Zoho Connect

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:

  1. Enable Notebook in Zoho Connect
  2. Access Notebook in Zoho Connect
  3. Post a note as status
  4. Associate a note to a post in Feed  
  5. Associate a note to a forum/task  
  6. Disable Notebook in Zoho Connect
 
Before you begin

Here are a few things to know before you use Notebook in Connect:

  1. Notebook is enabled by default to all organizations using Connect.
  2. Notebook will automatically sign in using the signed in Zoho Connect account through Single Sign-On.
  3. 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:

  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 and the changes will be automatically applied to all members within the network.



Access Notebook in Zoho Connect  

  1. Click the Notebook icon from the right panel in Zoho Connect web app to view all your notes created in Notebook.
  2. You can create, edit and delete notes.
  3. Search through your notes.
  4. Post a note as a status in Zoho Connect.
  5. Copy a note’s content to Clipboard.
  6. 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.

  1. Click the (•••) More Options menu 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 notes taken on Connect with a post/status. To do so, follow the below steps.

  1. Scroll to the post which needs to be associated with a note.
  2. Click Take Note (the Notes icon) placed on the bottom of that post/status.
  3. 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.

  1. Choose the forum or task you need to associate to a note.
  2. Click the More options menu placed to the right of the title.
  3. 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:

  1. Click the plug icon from the top-right part of the page.
  2. Click Manage under the new page.
  3. 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!

    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









                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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

                                                                                                              • Notebook and Zoho Flow integration

                                                                                                                Connect your thoughts and favorite apps together with Notebook and Zoho Flow integration. Automate any tasks to keep doing what you do best. Create new notebooks for projects in Asana, record new events in Calendly to Notebook, create tasks in ...
                                                                                                              • Using Notebook in Slack

                                                                                                                Effortlessly integrate your note-taking and collaboration with Notebook for Slack. Share notes, save important Slack messages as notes, and create quick notes directly from the chat bar. Enhance your team's productivity by keeping ideas and ...
                                                                                                              • Notebook and Zapier integration

                                                                                                                Connect your favorite apps together with Notebook and Zapier integration. If you use Zapier to get things done then use Notebook and Zapier integration to allow data to flow from your favorite apps without any hassle. Before you begin Only registered ...
                                                                                                              • Notebook Add-On for Gmail

                                                                                                                We exchange a lot of emails everyday and email to notes are inevitable. If you use Gmail as your email service, Notebook add-on for Gmail helps you to save your emails as notes. Notebook add-on for Gmail helps you to save an email as a note. You can ...
                                                                                                              • Using Notebook Offline

                                                                                                                Notebook is a general purpose note-taking tool for all your needs. Capture your thoughts and ideas effectively and organize them in a better way in Notebook. You can use Notebook offline to take notes and organize them. All your notes will be synced ...
                                                                                                                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