Collaborating with your team
Plan | Free and Professional |
User Permissions | Manager and Editor |
Platform | Web, Android, and iOS |
Easily assign tasks to your team using the collaborator field type.
Add collaborators
Click the + icon next to the field header to add a new field.
You can also add a field by clicking Manage Fields in the view bar and then clicking the + Add Field button.
Choose the collaborator field type. The collaborator field allows you to directly assign team members to a record.
You can also enable the option to add multiple users to a single record and notify the users when they're added to the record.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
What is Zoho Tables Automation?
Plan Free & Professional User Permissions Owner, Manager, & Editor Platform Web, Android, & iOS Zoho Tables Automation is a powerful feature that helps you eliminate repetitive tasks and processes by setting up "automation" triggered by specific ...Include records in an email or Zoho Cliq message
The 'Find and Include Records' feature allows you to dynamically insert data from your table into email or message content. If you're a sales manager wanting to send detailed reports of successful deliveries on a monthly basis to your management ...Report Elements
When creating a report in Zoho Tables, you have access to a set of powerful building blocks called report elements. These elements allow you to design interactive, data-driven dashboards that present your information in meaningful, easy-to-understand ...Triggers types in Zoho Tables automation
Plan Free (3 active automations per base) & Professional (25 active automations per base) User Permissions Portal Owner, Portal Manager, Workspace Manager, Workspace Editor, Base Manager, and Base Editor Platform Web Triggers in Zoho Tables are ...Sending Zoho Cliq Message
Plan Free (3 active automations per base) Professional (25 active automations per base) User Permissions Portal Owner, Portal Manager, Workspace Manager, Workspace Editor, Base Manager, and Base Editor Platform Web This action allows you to send a ...