Optimiser le dossier d'équipe au sein de Work Drive - 1ère partie

Optimiser le dossier d'équipe au sein de Work Drive - 1ère partie



Au cours du dernier article, nous avons découvert l'une des fonctions les plus utilisées et les plus recherchées de Zoho Work Drive, le dossier d'équipe.
Dans cet article, nous allons explorer les différentes particularités d'un dossier d'équipe.

Créer ou télécharger des fichiers et des dossiers

Étant donné que les dossiers d'équipe sont un espace partagé, tout fichier ou dossier que vous créez est automatiquement accessible à tous les membres de ce dossier d'équipe.
  • Le panneau à gauche affiche par défaut tous les dossiers d'équipe dont vous faites partie.
  • Sélectionnez le dossier d'équipe dans lequel vous souhaitez créer un nouveau fichier ou dossier. 
  • Cliquez sur le bouton + NOUVEAU dans le menu en haut.
  • Pour créer un fichier - Sélectionnez le type de fichier que vous souhaitez créer à l'aide de la suite bureautique Zoho (document, feuille de calcul ou présentation).
  • Pour créer un dossier - Sélectionnez Dossier dans le menu déroulant. Saisissez un nom et enregistrez.
  • Vous pouvez également télécharger des fichiers ou des dossiers à partir de votre bureau ou un service de stockage cloud. 
  • Les services de stockage cloud concernés sont : Google Drive, Box, Dropbox, OneDrive et Evernote.


Bon à savoir

  • Les nouveaux fichiers créés à l'aide de la suite bureautique Zoho dans un dossier d'équipe sont par défaut en "brouillon". Ils restent masqués aux autres membres du dossier d'équipe jusqu'à la sélection de l'option "Marquer comme prêt". Cette fonctionnalité vous donne le temps et la liberté de travailler sur vos premières versions sans que les autres puissent vous faire des commentaires avant que ces dernières ne soient terminées. 


  • Vous pouvez télécharger des fichiers aux formats .docx, .pptx, .xlsx, etc. et les visualiser dans Zoho WorkDrive. Pour modifier ces fichiers, vous devez les convertir au format de Zoho WorkDrive.  La suite bureautique intégrée de Zoho vous aide à modifier des documents, des feuilles et des présentations en utilisant respectivement Writer, Sheet et Show.

Restaurer des fichiers et des dossiers

Seuls les membres disposant des droits d'administrateur et d'organisateur peuvent déplacer des fichiers et des dossiers vers la corbeille du dossier d'équipe correspondant.
La mise à la corbeille de fichiers et de dossiers partagés avec d'autres membres de l'équipe supprimera également ces fichiers et dossiers pour eux.
  • Sélectionnez votre dossier d'équipe
  • Cliquez sur la flèche déroulante à côté du nom de votre dossier d'équipe en haut.
  • Sélectionnez corbeille dans la liste déroulante.
  • Sélectionnez le fichier ou le dossier que vous souhaitez restaurer et cliquez sur l'icône de restauration en haut de la liste de la corbeille. Vous pouvez également passer la souris sur le fichier ou le dossier et cliquer sur l'icône de restauration pour le restaurer.


Bon à savoir

  • Les Admins et les Organisateurs peuvent restaurer les fichiers et dossiers supprimés de la corbeille d'un Dossier d'équipe.
  • Seuls les Admins peuvent supprimer des fichiers et des dossiers de la corbeille d'un Dossier d'équipe.
  • Pour renforcer la sécurité des données, une fois que les éléments de la corbeille sont supprimés, ils sont déplacés temporairement vers les éléments supprimés dans la console d'administration.

Gérer les fichiers supprimés dans "Les dossiers d'équipe" et dans "Mes dossiers" des membres de votre équipe

L'onglet "Administration des données" de votre console d'administration vous permet de contrôler entièrement les données de votre équipe. À partir de cet onglet, vous pouvez :
  • Trouver des fichiers dans les dossiers de l'équipe.
  • Trouver des fichiers dans "Mes dossiers" des membres de votre équipe.
  • Gérer les fichiers supprimés dans les dossiers de l'équipe et dans les dossiers personnels des membres de l'équipe.
Cela vous permet de prendre le contrôle des fichiers de l'équipe en cas de besoin, par exemple lorsqu'un appareil a été perdu ou qu'un compte a été compromis.
  • Accédez à la console d'administration et sélectionnez "Administration des données".
  • Passez à l'onglet "Gérer les éléments supprimés" et choisissez un dossier d'équipe pour trouver tous les fichiers supprimés dans ce dernier. 
  • Vous pouvez restaurer n'importe quel fichier dans les dossiers d'équipe ou dans les dossiers personnels des membres de l'équipe pendant une période de trois mois à partir du moment où il a été supprimé. Pour restaurer un fichier, sélectionnez le fichier ou le dossier en question et cliquez sur le bouton de restauration .
Restaurer dans les dossiers d'équipe


 
                                                                              Restaurer dans les dossiers personnels

Bon à savoir

  • Les éléments supprimés dans la console d'administration ne prennent pas d'espace de stockage.
  • L'administration des données n'est disponible que dans l'édition Business de WorkDrive.
 
L'équipe Zoho France

    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

    • Recent Topics

    • Enhancements to Client script?

      Hi Zoho CRM, I've been extensively using Client Scripts to enhance our Deal form experience, particularly for real time validations and auto updating fields based on specific logic. However, I've encountered a challenge regarding permission boundaries.

    • Add views to new CRM UI navigation + Unlimited Webtabs

      Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to put

    • E-Mail Distribution List

      How do I create an e-mail distribution list in Zoho Mail?

    • Custom "create meeting" button with more functionality than Zoho currently has?

      I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and create

    • Error Code 4: Invalid value passed for JSONString

      Okay, I want to start by saying I know I'm a terrible scripter, so sorry if this is a dumb mistake. I just can't figure it out, even with LLM help. Here's my code: // --- Input Variables --- customer_id = salesorder.get("customer_id"); so_id = salesorder.get("salesorder_id");

    • Organizing contacts/members by company

      I work for a membership organization (representing businesses) and am trying to use Zoho CRM more effectively for managing the points of contact for our members. Currently, our members are listed in our CRM by the primary point of contact's name, but

    • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

      I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger

    • Unable to search in Zoho Email

      I've started using Zoho Email (free version) recently and realized that it doesn't have email search functionality. Am I missing anything here? I've gone through the Zoho tutorial which does show the search bar on the right top of the Zoho UI. But in

    • Response Time Report

      From data to decisions: A deep dive into ticketing system reports Every organization that interacts with its customers should have an established timeframe for how soon an agent is expected to send the first response and any reply to any follow-up messages.

    • Problem : Auto redirect from zoho flow to zoho creator

      Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

    • Zoho - Outlook plugin

      Does anyone know if there is a way to modify the autofill in the Zoho plugin in outlook? When we create a contact, it enters the correct email address and name, but then pulls information from our own signature line to add phone number, address, etc.

    • Threaded conversations for emails sent via automation

      Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

    • Zoho Books - Sales Person Information

      Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows

    • Offline working in Zoho Creator portal

      Zoho's help says that offline working is only available in the Creator mobile app and not in the portal app. But I can see offline options in the portal app too and it seems to work when I test it. My portal users are often in areas where there is poor

    • Fetch Records using Dynamic Criteria

      Hi,  I have a form that builds a filter based on user input.  I need to fetch the records based on dynamic criteria.  How would I accomplish this as there is no eval function? For example: desiredRecord = Form1[dynamicCriteria];

    • Url filter Report date (pivot chart)

      Hello. Is it possible to filter the data in pivot char using parameters in the url? I'm trying but I should not doing very well. Something like: https://creator.zoho.com/.../....../#Report:MyPivotChartReport?MyDate=01-Jan-2012;31-Jun-2012;MyDate_op=58 Saludos

    • Sending gmail to a particular person fails because the address gets changed to "gmaill", with a second "l" typo somewhere

      I send to bob@gmail.com (example) and get an error sending to bob@gmaill.com, only for this one person. Note the extra "l" in the email the system tried to send to, which was not in the address I entered. Can't find a typo in the contact or anywhere else

    • Emoji Support in Bigin CRM

      We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization

    • Bigin Booking Pages enhancements

      I would like to ask for several enhancements for the brand new (and promising) Booking feature. 1. Add "Contact/Mobile" Field to Booking form We use Mobile as key (id), but unfortunately it is missing from the Booking form, only Home Phone is available.

    • Amount in words in Indian format

      Hi, I had coded the following code to convert amount in words. But in the code in the format of US like million. But i need in Lakh and Crore. So pls suggest ideas r post corrected code string Num2Words(int val) {     val_s = input.val.toString();     th = {"", "thousand", "million", "billion", "trillion"};     // uncomment this line for English Number System     // th = {"","thousand","million", "milliard","billion"};     dg = {"zero", "one", "two", "three", "four", "five", "six", "seven", "eight",

    • What are people using to send Service based emails?

      Zoho Campaigns is for marketing. Users can unsubscribe from these emails. Service based emails need to be delivered and can without the worry of Can-spam act. What are people using to send service based emails? My mailing list is derived from a database

    • Standalone LMS tool

      Will Zoho release a standalone LMS (Learning management System) than can be used by external parties (guest)?

    • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

      Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

    • An Overview of Dario Schiraldi Deutsche Bank Executive

      Hello Community, Dario Schiraldi is an executive at Deutsche Bank, focused on advancing the firm’s financial services and crafting its global strategic vision. With 20 years of expertise in leadership roles, he has spearheaded successful market acquisitions

    • Emailing a document to WorkDrive

      Does WorkDrive include the ability to upload a document by sending an attachment to an email address? (Books and Expenses include this functionality) If it doesn't is it under consideration? on the Road Map?

    • Allow Changing Appointment Status from "Completed" to "No Show" or Other Valid States

      Hi Zoho Bookings Team, We hope you're doing well. We would like to submit a feature request regarding appointment status management in Zoho Bookings. 🎯 Use Case Sometimes, an appointment is mistakenly marked as Completed, but later we realize that the

    • Ability to modify what displays in calendar invite?

      I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?

    • Zoho One and Tally Integration

      Has Anyone in this forum done any implementation with Zoho CRM and Tally accounting software. If so who have you used and how easy was it?

    • Microsoft PowerPoint files Extremely slow to save

      I and others on my team have noticed that Microsoft PowerPoint documents are extremely slow to save when using WorkDrive. It always takes over 30 seconds to save a file. Word and Excel files seem to save in a typical length of time, but PowerPoint is

    • How can users unblock their blocked Zoho Mail accounts?

      After the reason for the account block (storage exceeded, spam detection etc.) has been rectified, the user can unblock the account from the UnBlock Me page. Account support@edu2review.com  Edu2Review is an education review platform, we rate the quality

    • Adding additional fields for batch information

      Hello, I am looking at adding additional information into our inventory module. we would like to be able to see up to 8 attributes that will be individual & different for each batch (i.e. batch specific information) but currently I seem to only be able

    • Dynamic Pickup List Values using Deluge and Client Script

      I would like to dynamically show Pickup List Values For example we need to fetch some data from an on premise application and display it so they can choose and pick This can be done in Creator but I didn't find anything for CRM

    • Validation Rule for Controlled Stage Movement in Deals Module (Deluge Script)

      For keeping a control over module stage or status, you can use the below deluge script. The below deluge script defines validation control over deals module stages: // Function to validate allowed stage transitions in the Deals module map validation_rule.LeadStatustValidation1(String

    • Pick List Issues

      I have created a pick list that looks at a table in a sheet, it selects the column I want fine. Various issues have come along. The option to sort the pick list is simplistic, only allows an ascending alphabetical sort. Bad luck if you want it descending.

    • Four types of task dependencies

      "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise

    • 1099 tracking

      Do zoho books offer feature of tracking for 1099's for contractors, etc? Quick books offers this feature and wondered when/if Zoho books will do same

    • VAT-type Taxes in US Edition?

      I'm located in the US, and I use the Zoho One US edition of Books. We are in the process of registering with Canadian authorities for their GST / HST, which is a VAT-type of scheme. It is not immediately obvious to me how one would deal with input tax

    • 2 users editing the same record - loose changes

      Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,

    • Schedule sms to be sent later

      When will you make available an option to send sms's at a later time??? You finaly have this option available on emails, so it will be very useful to have it also with sms. Our sms provider, has already this available but we cannot use it because you

    • Ecommerce integration with prestashop

      Development of campaigns integration with prestahop. When???

    • Next Page