How to Coordinate Work Using the Team Schedule in Zoho Connect

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Zoho Connect Team Schedule brings your colleagues’ tasks, events and Town Hall sessions into a single consolidated view, so you can see who is working on what and avoid scheduling conflicts. This guide covers finding and using it.

What Team Schedule shows

Team members appear on the left with their scheduled activities on the right. Clicking an activity block shows more detail, though private tasks or events that don’t involve you stay hidden.

Activities tracked

  • Tasks and checklist items, from different boards and including private tasks you’re involved in, from their start to end date.
  • Town Hall sessions, for anyone listed as organiser or panelist, for the session’s duration.
  • Events and meetings, including video conferences, general events, ShowTime sessions and Zoho Meetings.

How to open Team Schedule

  1. Click Feeds on the left hand main menu.
  2. In the expanded menu, select Team Schedule.

Available views

  • Day View: a detailed schedule for the selected day, organised by time.
  • Week View: all team activities scheduled within the selected week.
  • Month View: a full calendar view, shown by default, that you can swipe through to move between months.

How to filter Team Schedule

By department, group or board

  1. Click the dropdown icon next to the department name in the header.
  2. Select the Department, Group or Board you want to view.

By activity type

  1. Click the filter icon in the top right corner of the page.
  1. Choose the activity types you want, from Tasks, Checklist Items, Events and Town Halls, then click Apply.

Tips

  • Use Team Schedule before assigning new work, so you can see who already has capacity.
  • Filter to a single board or department when you only need to check one team’s workload.

Frequently asked questions

What activities show up in Team Schedule?

Tasks and checklist items, Town Hall sessions where someone is an organiser or panelist, and events and meetings such as video conferences or ShowTime sessions.

Can I see private tasks belonging to other people?

No, private tasks or events that don’t involve you stay hidden to protect user privacy.

Can I filter Team Schedule down to one department or board?

Yes, use the dropdown next to the department name in the header to pick a specific Department, Group or Board, or use the filter icon to show only certain activity types.

Need help?

Need help getting the most from Zoho Connect Team Schedule? Contact support@thoughtlogik.com or see our Zoho support services.

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