Training Resources
Officer Duties
Zoho Mail
Make an email template:
Add a signature:
and this:
Zoho Calendar
Subscribe to a group calendar:
Zoho Docs
Upload content:
Locate Docs/Folders shared by other board members:
Zoho Sheets (Create a form)
Create a form (inside a spreadsheet)
Working with Zoho Spreadsheets:
Zoho Campaigns
Add an email using the app:
Or using the web version (more descriptive fields exist here):
Create an Email campaign:
Export contacts to CSV:
Lastly, work with analytics & reports from emails you’ve sent:
And if an entry doesn’t show up, try this:
PayPal
Send a payment without fees on the app:
Accept a pay request on the app:
Slack
Removing someone from a channel (Requires elevated permissions, all BOD has these)
Hubspot CRM
PMG Proj. Mgmt Guide
How to write a project Mgmt guide (1-page)