4 Things You Should Do Once You Get Started with Cliq

4 Things You Should Do Once You Get Started with Cliq

Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next?
Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:
 
1. Invite your colleagues
 
Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?
 
To invite your colleagues to Cliq, head on over to the Admin Panel which can be found by clicking on your profile picture on your Cliq screen. Select "Users" and it will open a window containing the list of users in your organization. On the top right corner of the screen, click on the "Add User" tab. Type in the user details and hit on "Add User". The invite will be sent to them via email which they may choose to accept to join your organization on Cliq. 
For more information:  How do I add my employees on Cliq?




2. Organize the teams
 
Once you've invited your colleagues, it's time to group them according to their departments and the projects they're working on.  
Bear in mind that Cliq is pretty much like your virtual office space so now that you've set up your company and added your employees there, you can segregate them into their teams so that they can start working!
 
For example, if your office has a 'Sales' Team, you can create the same on Cliq and add all the members of the Sales Team to it. 
 
How do you do that? Go to 'Admin Panel' which can be found by clicking on your profile picture on your Cliq screen.  Click on 'Teams' and add as per your requirements. 
Learn more:  How to Create Teams on Cliq?  




3. Start Conversing
 
Alrighty, we're almost there!  
 
Now, say there's a new deal that the Sales Team has to work on. They'd need a space to work on-- from ideating how to proceed, discussing about their requirements with the product team to closing the deal. Now imagine that space on a virtual platform for the members involved to be able to discuss and brainstorm to no end even after office hours?
  
That's Channels on Cliq for you!
 
Create channels for any topic or event, add in people from your organisation and get your work flowing
To create a channel, click on the '+' icon near the search bar on the top of your Cliq screen and select "Create a Channel". A dialog box will open where you may enter the channel details such as name, type of channel, description, etc. Add in the channel participants and you're good to go!
 
There are four types of channels namely, Organization, Team, External and Personal. 




4. Stay notified on the move
 
Okay, you've now set up everything and your employees have the virtual workspace ready to get on their work. But wait, there is one more thing to do to get the power of instant communication. Do you want your employees to stay connected only when they use the desktop? Wouldn't it be great for them to have the communication going all the time even when they are away from their desks?
 
Not to worry because Cliq is now available on your smartphones and smartwatches on the go with the Cliq app that can be downloaded on both Android and iOS devices. Head on over to Playstore/ App Store and take your work with you to stay notified on the go! 
 
iOS

So there you have it, the quintessential checklist to set up Cliq for your business! We'd love to know if there was anything else apart from the mentioned list items that helped you with your business collaboration. Do write to us in the comments below!
 
Cheers,
Divya V 
Zoho Cliq




    • Sticky Posts

    • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

      With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find

    • New in Zoho Chat: Threaded conversation at its finest best

      Perform effective team communication in Zoho Chat with our new 'Reply' option.   Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads.   To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter.   Voila, that was pretty simple. 

    • Changes in Cliq iOS app notification due to iOS 13 and Xcode 11

      Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy.  Changes in iOS 13:  With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are not

    • What's new in Zoho Cliq - June 2020 updates

      Hello again, everyone! I'm back to share with you the recent feature improvements and updates that we've pulled together for enhancing your experience in Cliq. Here's what's new this June for you all in Cliq's web and iOS app! New on Cliq Web: Drag and drop files to a chat in your left side panel   Now you can drag and drop attachments from your open conversation window to a specific chat or channel in the left side menu without opening it. Swift up actions and collaborate efficiently with Cliq's

    • 4 Things You Should Do Once You Get Started with Cliq

      Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:   1. Invite your colleagues   Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?   To invite your colleagues to Cliq, head on over to the Admin Panel which

    • Recent Topics

    • Auto-sync field of lookup value

      This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

    • Edit 'my' Notes only

      The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same

    • Cliq Bots - Post message to a bot using the command line!

      If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how

    • [Free webinar series] Get to know Deluge: Zoho’s powerful scripting language

      Hello Everyone, We are much elated to invite you all to our upcoming session in Zoho Deluge! Bringing on to your table - Get to know Deluge: Zoho’s powerful scripting language Understanding Deluge Zoho’s suite of applications offers robust solutions for

    • Account blocked

      Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websites

    • What is wrong with this sendmail message?

      I keep getting improper statement errors on the message, but I cannot see a problem. Also, if the message is much longer the whole message turns black instead of being coloured yellow, red and blue. client = Clients[ID == input.Client_Lookup]; sendmail

    • How to size a QR image in a report PDF?

      I've created a report template for a client record which has a QR code field. I've tried inserting the field into a paragraph element and also as a field element that I have resized. The QR code is shown at the same, large size on the page either way.

    • How do create a validation rule / function to check datetime field is within Business Hours?

      I've got a field called Scheduled_Time. People keep accidently inputting 2am when they mean 2pm. Realistically this field is never going to be before 7am or after 9pm. I'd like to add validation rule to the field (which is a datetime field). Using the

    • Creating a report for a subform child record and show parent data

      I have a Client form (Name, Address) under which I can add a child Appointment (Date, Time, Location, SalesRep) in a subform. Now I want to set up a report where I can view an Appointment and send it to a Sales rep for their records. I want to automatically

    • Tropicalize Books

      Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more

    • Generate print-ready documents from Zoho Books with the Zoho Writer extension

      Hi everyone, We're excited to introduce Zoho Writer Templates for Zoho Books extension. This extension allows you to create and use customized templates to generate professional, print-ready documents such as invoices, estimates, purchase orders, and

    • Tip #73 - Exploring Technician Console: Diagnostics - 'Insider Insights'

      Hello Zoho Assist Community! Say you're remotely supporting a client whose machine is behaving erratically. Applications are freezing, services keep stopping on their own, and the user has no idea what's going wrong under the hood. You need to dig deeper,

    • Replies sometimes creating separate ticket

      Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding

    • NEED HELP

      I have below data po no invoice no Party inv date value status 1 aa1 ABC 01-May-26 100 Under Cr 2 aa2 XYZ 02-May-26 200 Over Due 3 aa3 ABC 02-May-26 300 Under Cr 4 aa4 XYZ 03-May-26 400 Under Cr I need result as below using formulas (not Pivot table)

    • Pasting images is a mess

      I’m trying to paste images into my tickets, in the comments field. But when I paste images, they end up in the wrong order or behind the text.

    • A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items

      We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of

    • Refering cell from other sheet

      Hi, If we want to refer any cell in the same sheet its very easy, like suppose if I want to refer cell A2  in P7 I just need to type =A2 in P7, similarly how can I refer a cell present in different sheet ( I mean refer cell A2 from Sheet1 into Sheet2) Thanks

    • How to prevent users from switching price lists in an order?

      Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other

    • Invoice emails repeatedly "Bounced back" from perfectly good email address of clients.

      Hi For a couple of months now I am getting tens of invoice email invoices "bounced back" from perfectly sound email addresses when they are sent via Zoho Books. (see attached or an example) (the common theme seems to be that the emails are going to either

    • Paying a credit card

      When you move money from your operating account to the credit card account to pay the balance does you select "Pay Credit Card" or "Transfer". Doers it matter? Also I seem to be doing transfers and sometimes I get a list of possible matches and I select

    • Timer not appearing to update

      For the last couple of days, I've noticed my timer is not updating. When I start it, it doesn't show as started until I refresh the page. When I pause it, it doesn't show as paused until I refresh the page. But it does register a stop correctly in real

    • Proforma Invoice

      Is there an option to create proforma and advance invoices in professional

    • Zoho Books | Product updates | May 2026

      Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada

    • Restrict Ticket Movement to Specific Departments in Zoho Desk

      Hello Zoho Desk Team, Greetings, and hope you are doing well. We would like to submit a feature request regarding the ability to control ticket movement between departments in Zoho Desk. Current Limitation: At present, Zoho Desk allows agents to move

    • Bounced Contacts

      We recently started using Zoho and hadn’t sent out campaigns in quite some time. With our first campaign, we saw a high number of bounce backs, which we expected due to the age of some contacts in our database. After doing some research, I understood

    • DYK 5 - Soft and Hard Links in Task Dependency

      Did You Know you can manage dependent task schedules with Zoho Projects? In a project, some tasks are linked while others progress on their own. When a task is hard linked to another, its schedule is automatically adjusted when the predecessor moves.

    • No Ability to Rename Record Template PDFs in SendMail Task

      As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

    • List of All Contacts on "Do-Not-Mail List"

      I have several contacts that are UNKNOWN among my thousands of email addresses who would like to be put back on the active mailing list.  I require a list of ALL my contacts on "Do-Not-Mail List" - How to I receive this list? Note: "We're sorry, but this is not possible" is not an acceptable answer. I must receive this list form Zoho Campaigns or directly from someone within Zoho Technical Support.  Thank you, Justin

    • Whats app integration

      Do we have a whats app integration as wel for Zoho recruit please.. If so how can we process it

    • Global/Overall Reports & Dashboards in Zoho Sprints

      Hi, Do we have an option to refer Global Level Reports & Dashboards in Zoho Sprints? We could see that we have Project specific Reports & Dashboards inside every Project. However, for a management level we want Reports & Dashboards visibility at a Global

    • AI-Powered Summaries for Records, Notes, and Emails

      Recruiters spend a significant part of their day catching up on context. Reviewing candidate records before a call, scrolling through notes after an interview, or reading lengthy email threads to understand the latest update. As hiring volume grows, finding

    • Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

      Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced

    • Zoho Recruit Extension - Recruit Variables

      I am creating a zoho recruit extension. I have created a zoho recruit variable "token". The user who installs the token is supposed to fill this field. This is now connected with a workflow of "Job Create". I am using a deluge function that sends ths

    • Direct URL to "View Record"

      I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help

    • Zoho recruit's blueprint configuration is not functioning as mapped

      Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client

    • Interview Notes and Feedback

      We hold panel interviews and would like an option for all panel members to leave independent interview feedback and notes. At present, we can only see an option for a single person to do that. Is there a way multiple people can leave centralised feedback

    • WF On User Input of Field calling a function

      As the Title implies, I have an Invoice form with a Lookup field called Car. When the user enters a value, I want to create a series of SubForm (charge) rows with data entries that depend on the Car form. I have a Function that describes how many lines

    • site24x7

      regards the "www.site24x7.com" service is included in the service of zoho one If included please enable it in my zoho one service Thank you

    • UK MTD -- do we really need to map accounts every time we finalise a quarterly report?

      Hi, I've been using Books for years as a sole trader in the UK and been very happy with it overall. I was expecting that their implementation of features for MTD was going to be seamless and helpful. Unfortunately, it seems very bare bones and unclear.

    • How do I remove a data source from Zoho Analytics?

      I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?

    • Next Page