Getting started

We're delighted that you've chosen to get started with Zoho Workplace Embedded for monday.com.

This page will give you an overview of this app’s functionality.

Prerequisites

• A subscription to Zoho Workplace or Zoho Remotely.

Installation

• Simply install the app from the monday.com marketplace and then you are ready to go.

How to use

In Zoho Workplace

Share a file, folder or calendar as shown in the videos below:

Share a Zoho Writer document

Share a Zoho Sheets spreadsheet

Share a Zoho Show presentation

Share a Zoho Workdrive folder

Share a Zoho Calendar

Once the Copy Link has been copied, move to monday.com

In monday.com

For Board Views and Dashboard Widgets

1. Add the Zoho Workplace Embedded app in monday.com

2. Paste the Copy Link URL from Zoho Workplace into the Share URL field in the widget settings

For Item Views

1. Open the Item View sidebar and select Add View

2. Add the Zoho Workplace Embedded app

3. In Settings select a column to paste the URL - this will be the same for each item in the board

4. Paste the Copy Link URL from Zoho Workplace into the column for your board item.