Boards | Admin Panel

Boards

Overview

Boards provide a unified interface that consolidates information from multiple Zoho services. You can connect boards from the Zoho applications you use and access them directly within Zoho One. This helps you view and manage information without switching between applications.

Boards are grouped based on their available space:
  1. Personal Space: Notes Boards, Task Boards, Mail Boards
  2. Organization Space: Learn Boards
Notes
Notes
  1. Only dynamic boards such as Notes Boards and Whiteboards can be edited. Default boards are read-only and cannot be modified.
  2. Mail-related boards such as Team Inbox and SalesInbox are grouped under the Mail Board. Click the down arrow icon next to Mail under Personal Space to access them.

Prerequisites

  1. Organisation Admin
  2. Organisation User

Access Notes

Notes boards consolidate notes, noteboards, and whiteboards from Zoho Notebook and note-related content from Zoho Mail in your Personal Space. You can view, edit, and organize all notes from a single interface.

Learn Note boards in Zoho Notebook
Learn Notes in Zoho Mail

Steps to access Noteboards

  1. Sign in to Zoho One and click Notes under Personal Space.
  2. Click   next to Notes to view all pinned notes, then click the required note to open it 
To edit notes,
  1. Click  to view or edit all notes collected from Notebook and Mail.
  2. Hover over a note and drag it using  icon to reorder notes.
  3. Hover over a note and click  to pin it.
  4. Click Create to create a new Note Board or Whiteboard.

Access Task

Task boards display tasks, task lists, and sprint items from Zoho Projects, Zoho Sprints, Zoho Connect, and Zoho ToDo. They provide a structured layout to manage tasks efficiently.

Steps to access Task board

  1. Sign in to Zoho One and click Tasks under Personal Space.
  2. Click  next to Tasks to view all pinned task boards.
  3. Select the required board to open it.
  4. Hover over a task and drag it using the  icon to reorder tasks.

Access Learn

Learn Boards display training and learning content from Zoho Learn, Zoho Connect, and Zoho People LMS. They appear under Organization Space.

Steps to access Learn board

  1. Sign in to Zoho One and click Learn under Organization Space.
  2. Click   next to Learn to view available learning content.
  3. Select the required item to open it.
  4. Hover over any content and drag it using   icon to reorder items.