Help Documentation

Online Collaboration

Tasks

Zoho Docs lets you assign tasks to individuals and keep a track of what task has been assigned to whom and when it is due for completion.

With the Zoho Docs Tasks feature you can send your documents across your colleagues for reviews and approvals. You can even remind yourself about specific tasks using the 'Reminder' option.

To Add a Task :

Add a Task

  1. Choose the document and click on the 'Add Task' button (available in the tool bar)
  2. Choose the type of task :

    Review : Will get your document reviewed.

    Approve : Will get your document approved.

    Reminder : Will remind you about certain tasks.

  3. Set a Due date.
  4. Type in the Username or the Email Id of the user.
  5. Type in a description and click on 'Add'

Once you click 'Add' the task will be assigned to the user and he will be notified both via an email and also in his Zoho Docs home page.

To Approve / Review Tasks :

Approve / Review Tasks

  1. Click on the 'Tasks' icon at the right top of the page
  2. Choose the Task from the list
  3. You can access the document by clicking on its name
  4. Choose the status for the task
  5. Add a comment if you want and click on 'Ok'
  6. If you wish, you can add message to the task assigner by clicking on the 'Add Message' option.

Once the user completes the assigned Task, the Task owner will be notifed both via an Email and on his Zoho Docs home page.

Commenting on Files :

You can comment on your files, and also on shared files by clicking on the comment icon on files and shared documents .

Commenting on Files

Real Time Editing

In Zoho Docs, you and your colleagues can work collaboratively on a document in real-time, where all the shared users can edit at the same time collaboratively. You can see each other's changes in real-time and can also chat about your progress.

Chatting within the Document

To Enable the Real-time Editing :

  1. Make sure that the document is in Zoho format.
  2. Share the document with other users
  3. Open the document online for editing by just clicking on it
  4. As you start making changes to the document, other users will be able to see your changes and vice versa.

Chat

Chat

To start Chatting within the Document :

Chatting within the Document

  1. Click on the option which says 'Collaborators' at the right bottom of the page
  2. Type in a message and press the enter or command key
  3. All the collaborators would be able to see your message and as they reply, you would get their message.

Chat / Group Chat :

Since Zoho supports single sign on, with your Zoho Docs account, you would be able to use the free versions of all the 21 services of Zoho, which includes Zoho Chat. You can add any Zoho member (any user with a Zoho account) or your organization members in your buddy list to have instant chats.

To add a member to your Chat :

add a member

  1. Click on the chat icon at the bottom of the page
  2. The chat window will pop up, click on the 'Add user' button
  3. Enter the user's Zoho Username or Email Id and press the enter key
  4. Once the other user accepts your invitation, you will see him in your buddy list and can start chatting with him.

Group Chat:

Group Chat

You can start a group chat and start chatting with your group members by following the below steps :

  1. In the left menu, click on 'Groups'
  2. Click on the 'Group Home' option
  3. In the group listing, click on the 'Group chat' icon to start the group chat.

Top