David Simpson Apps

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.

Usage

In Zoho Workplace

Copy a share link from the content you want to embed. Video tutorials are available for each content type:

  • Zoho Writer documents
  • Zoho Sheets spreadsheets
  • Zoho Show presentations
  • Zoho Workdrive folders
  • Zoho Calendar

In monday.com

For Board Views and Dashboard Widgets

  1. Add the Zoho Workplace Embedded app in monday.com.
  2. Paste the copied URL into the Share URL field in 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 for the URL.
  4. Paste the copied URL into that column for the relevant board item.