Working with Taskboards
Task Boards in Zoho Connect provide a visual Kanban-style workspace to track work, manage milestones, and collaborate using columns (sections), sub-task checklists, and priority statuses.
Board Structure: Group-Assigned vs. Standalone
| Board Model | Scope & Visibility | Membership & Access Management | Ideal Use Case |
| Group-Assigned Board | Lives directly inside a specific group (and under global Tasks). | Automatically syncs with group membership. Adding or removing a group member reflects on the board. | Department workflows, dedicated project sprints, or team deliverables. |
| Standalone Board (No Group) | Functions at the network level, accessible via the main Tasks panel. | Membership is manually curated per board. Admins invite specific internal or external users without exposing wider group feeds. | Cross-functional projects, client initiatives, ad-hoc committees, or private task tracking. |
Creating a Task Board
- Navigate to Tasks from the main left-hand sidebar.
- Click + New Board (bottom-left corner).
- Enter the Board Name and a concise Description.
- Set the Group Assignment:
- With Group: Select the relevant group from the Link with Group dropdown.
- Without Group: Leave the group field unassigned and manually select initial individual members.
- Click Create.
Managing Board Settings & Controls
Access configuration options by opening the board, clicking the top-right menu (three dots), and selecting Settings:
- Permission Controls: Define role-based limits on who can create tasks, add sections, assign collaborators, edit cards, or mark tasks as complete (board admins bypass these restrictions).
- Members & Roles: Promote members to Board Admin or downgrade them to Member via the user action menu.
- Custom Tags: Create colour-coded tags to categorise work across columns.
- Task Automation & Section Actions: Set up automated checklist attachments or default assignees when cards are dragged into a specific section.
- Board Templates: Save configured boards (sections, workflows, and task scaffolds) as reusable templates for repeatable operations.
- Association & Archiving:
- Link an unassigned board to a group (or delink it) at any time under the Advanced tab.
- Configure automated task archiving (e.g., auto-archiving completed cards after set intervals) or archive the entire board to make it read-only.