Create and manage task boards in Zoho Connect
Create task boards in Zoho Connect, choose whether to link them to a group, and manage board settings. This article is for Connect users who track team work on boards.
Applies to: Zoho Connect – All clients
About task boards
Task boards in Zoho Connect are visual, Kanban-style workspaces. Use them to track work, manage milestones and collaborate with columns (sections), sub-task checklists and priority statuses.
Group-linked or standalone board?
| Board type | Where it lives | Members and access | Best for |
|---|---|---|---|
| Group-linked board | Inside a specific group (and under Tasks). | Follows the group's membership. Adding or removing a group member changes the board too. | Department workflows, project sprints or team deliverables. |
| Standalone board (no group) | At network level, in the main Tasks panel. | Members are chosen for each board. Admins invite specific internal or external users without giving them access to wider group feeds. | Cross-functional projects, client initiatives, ad hoc committees or private task tracking. |
For more about groups, see Create and manage groups in Zoho Connect.
Create a task board
- Go to Tasks in the main left sidebar.
- Click + New Board (bottom-left corner).
- Enter the Board Name and a short Description.
- Set the group:
- With a group: select the group from the Link with Group list.
- Without a group: leave the group field empty and select the first members yourself.
- Click Create.
Manage board settings
Open the board, click the menu (three dots) in the top-right corner and select Settings.
- Permissions: set role-based limits on who can create tasks, add sections, assign collaborators, edit cards or mark tasks complete. Board admins aren't affected by these limits.
- Members and roles: make a member a Board Admin, or change them back to Member, from the user action menu.
- Custom tags: create colour-coded tags to categorise work across columns.
- Task automation and section actions: automatically attach checklists or set default assignees when cards are moved into a section.
- Board templates: save a configured board (sections, workflows and tasks) as a template to reuse.
- Linking and archiving:
- Link a standalone board to a group, or unlink it, at any time on the Advanced tab.
- Set up automatic archiving of tasks (for example, archive completed cards after a set time), or archive the whole board to make it read-only.