About:

The Zoho Connect training program provides a comprehensive, online training (One-on-one) experience designed to assist administrators ineffectively setting up and managing a robust intranet communication platform. This training encompasses the latest features and enhancements.

Who it is for:

This training is available to Zoho customers and Partners eager to learn about Zoho Connect. It is particularly advantageous for business owners and administrators tasked with setting up, configuring, and maintaining their organization’s intranet solution for internal communications, employee engagement, and collaboration. Learn how Zoho Connect can help you cultivate a vibrant workplace culture.

Training Delivery and Format:

The training will be conducted exclusively in English. It spans 6 hours in a single day, including a 1-hour break.

Day One - User Tools (3 Hours)

Introduction

  • Zoho Connect: The In-house Idea Sharing Platform

Getting Started

  • Setting up your profile

Feeds - the centre for post management

  • Create and manage your Posts
  • Tools for Task Management (Editing a post, following a post, bookmarking, marking as 'Read Later', etc.)
  • Creating groups - Stay updated with posts from individuals and groups.
  • What is a Company Wall?

Task Management

  • Checklist Boards
  • Private and Public Tasks
  • Tasks Management Tools (Task Due Date,Task Reminders, Tags, etc.)
  • Timesheets - Tasks from other Zoho Applications(Zoho Sprints, Zoho Mail)

Town Halls

  • Purpose of Town hall sessions
  • Understanding Town hall User Roles (Organizers, Panellists, and Members)
  • Tools for managing town halls (Moderation,Archiving Town halls, Restarting town halls, etc.)

Forums

  • Creating a 'Category' or 'Topic of Interest'
  • Forum Posts
  • Tools for managing Forum Posts (Follow Categories, Schedule Posts, Bookmark Posts, etc.)

Ideas

  • Sharing ideas with groups - Creating Categories to group the Ideas

Events

  • Private and Public Events - Zoho Calendar Events

Manuals

  • Company Manuals
  • Tools for managing Manuals (Featuring a manual,marking a manual as favourite, exporting amanual, etc.)

Survey

  • Creating Group Surveys and Public Surveys

Channels

  • Zoho Cliq in Zoho Connect

Other Useful Widgets

Day One - Admin Tools (3 Hours)

Network Settings

  • Configure Network Name and Network URL
  • Date and Time Preference
  • Network Deletion

User and Control

  • Managing Members and Guests
  • Managing Fields
  • Roles and Permissions

Apps and Features

  • Managing apps
  • Managing Features
  • Renaming Modules

Managing Policies

Notifications

  • Email Notification Preferences
  • Wish bot

Gamification

  • Managing Points, Levels, and Badges

Zoho Connect Analytics and CustomDashboard

Customization

  • Logo & Favicon
  • Custom CSS
  • Custom Email Address
  • Email Templates

Data Administration

  • Import and Export
  • Audit logs
  • Support Access

Zoho Directory and SSO: An Overview

Automation

  • Overview of Webhooks
  • Overview of Schedulers
  • Workflows

Zia: ChatGPT integration for WritingAssistance

Connect Mobile App

Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.

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