Communicate, collaborate, and drive projects to success with the Zoho Cliq - Zoho Projects integration

Communicate, collaborate, and drive projects to success with the Zoho Cliq - Zoho Projects integration

Context switching between apps is a problem you shouldn't have to deal with. Let's say you find a new project issue or want to add a task in Zoho Projects. You should be able to do both of these tasks right from where you're already collaborating. Thanks to Zoho Cliq's new integration with Zoho Projects, you can now manage your project issues, tasks, and milestones from right inside your chat window.



Steps to install the extension


The Zoho Projects for Zoho Cliq integration is available for installation in Zoho Cliq Marketplace. 

  1. Go to marketplace.zoho.com/cliq
  2. From the app listing, select Zoho Projects for Zoho Cliq
  3. Once you land on the Overview page, click on the Install button
  4. Click Continue in the consent pop-up and click on the Install option to proceed. 
  5. Here, choose if you'd like to install the extension for the entire organization or only for your team. (This option will be visible only if you're an admin of the organization. In case of non-admins, you can install the extension only for your team.) 
  6. Upon installing the extension, you will be subscribed to the @Projects Bot by default. You can then set up and configure the bot as per your preference! 
Now that you've installed your extension successfully, dive in and discover what it holds for you and your teams!

@Projects Bot


The @Projects Bot is packed with features including bringing real-time updates of issues and tasks assigned to you, quick access to your current issue or task list, project insights, and more. 

  • Initial configuration

Upon installing the integration, use the Configure menu action to connect the bot to a Portal and Project of your choice and receive real-time project updates. 



  • My Bugs 

See the list of issues assigned to you, view existing comments, or add one! 



  • My Tasks

Access your task list and view information about each task in detail including status, due date, priority level, and comments. You can also mark a task closed right from Cliq. 



  • Stats 
Track your performance with detailed reports on tasks and issues you've worked on. 



  • Automated alerts

Associate a channel in Cliq with a project of your choice to receive alerts and weekly project statistics from @Projects Bot. The bot notifies you of any unassigned project issue directly in the channel and adds an option to Claim the issue as well. The issue's status can then be tracked right within the channel. 



Message Actions: Create task, Add Issue


Take action and follow up on important messages in any conversation by adding them as a task or issue, assigning users, and setting deadlines. 



/projects


Use the /projects command as a shortcut to view your tasks or a team member's tasks in any chat window! 




For detailed step-by-step instruction on how to set up, install, and use this integration, head over to our help documentation  

See the integration in action 


Tune into our live webinar, this 23rd May to learn how you can drive your projects to success using this integration. We're always looking for feedback so let us know what you think in the comments below!  


Best,
Manasa
Zoho Cliq






    • Sticky Posts

    • Communicate, collaborate, and drive projects to success with the Zoho Cliq - Zoho Projects integration

      Context switching between apps is a problem you shouldn't have to deal with. Let's say you find a new project issue or want to add a task in Zoho Projects. You should be able to do both of these tasks right from where you're already collaborating. Thanks to Zoho Cliq's new integration with Zoho Projects, you can now manage your project issues, tasks, and milestones from right inside your chat window. Steps to install the extension The Zoho Projects for Zoho Cliq integration is available for installation

    • Recent Topics

    • Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

      Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoice

    • Enrich your contact and company details automatically using the Data Enrichment topping

      Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging

    • Zoho Billing Partial Proration...

      Hi, In Zoho billing, we offer upgrades, downgrades, suspends, and resumes. We use online payment for most subscriptions, but have only a few that are offline, but we treat them the same either way.. We prorate only parts of these changes.. Right now zoho

    • Any update on adding New Customer Payment Providers who support in store terminal devices?

      Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integrated

    • Getting Subform Fields to Display Top to Bottom

      I have a form where the fields are all in one column. I want to insert a subform where the fields are stacked in one column as well. I have built both the form and subform but the subform displays the fields from left to right instead of a stacked column. This will cause a problem displaying the subform correctly on mobile apps. How can I do this please?' Here is my form with subform now. As you can see the subform "Follow Up Activity" is displaying the fields left to right. I need them to go top

    • [Feature Deprecated] Gamescope in Zoho Projects

      This feature is no longer available. All work and no play makes Jack a dull boy. Well, yes. That's true! Tiring work, buzzing coffee makers, busy turnstiles , occupied meeting rooms, back-to-back status updates and what not. Your everyday routine need not have to be this hectic. It can be more rewarding. It can be more fun. Zoho Projects believes in this fact and hence has launched Gamescope - A module that turns every project into an exciting game and boosts the spirit of your team by leaps and

    • Creating a task, i can not work out how to get ID for What_Id

      hi From Module A function I map Module B record reference membershipid (ours). I need Module B Zoho ID to create the related to on task. All examples i've seen start with the Zoho ID. void automation.LTM_Assign_Dispute_Task(String membershipid) { try

    • Can't connect to POP and SMTP over VPN

      I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).

    • my zoho mail is hacked

      my email is sending my username and password to people i dont know

    • Suministrar accesos

      Asunto: Enable UPLOAD_RULE for API Attachments Mensaje: Hola, Necesito habilitar la capacidad de subir attachments vía API en Zoho Mail. Actualmente recibo el error: "UPLOAD_RULE_NOT_CONFIGURED" al usar el endpoint: POST /api/accounts/{accountId}/messages/attachments

    • Introducing real-time document commenting and collaboration in Zoho Sign

      Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without

    • Ticket Loop from Auto Responce

      We’re seeing an issue where a client’s help desk triggers a ticket loop. When they email us, our system creates a ticket and sends the acknowledgement. Their system then creates a ticket from that acknowledgement and sends one back to us, which creates

    • How to make rule to filter out some emails from receiving the notification "Receiving a new ticket"?

      Good Morning, We are currently using the "Receiving a new ticket" notification rule to provide that auto reply template to a customer that emails us for support. However, there are some emails we don't want to receive this auto-reply. Where can I set

    • Zoho Signatures Missing

      In the past after collecting signatures from two different PDFs I would merge them by calling an api and the signatures would appear in the combined PDF. Recently the signatures have disappeared whenever I combine the PDFs together. Why did this randomly

    • Filter button in the Zoho Sheet Android App doesn't toggle on

      I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle

    • Automate pushing Zoho CRM backups into Zoho WorkDrive

      Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

    • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

      Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

    • New activity options for workflows

      Greetings, We are excited to announce the addition of two new dynamic actions to our workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency to

    • Remove the “One Migration Per User” Limitation in Zoho WorkDrive

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive

    • Kaizen #228 - Process Large-Scale Migrated Data Using Catalyst Solutions

      Howdy, tech wizards! This week’s Kaizen explores how Catalyst Solutions in the Zoho CRM Developer Hub help import large volumes of data into Zoho CRM while improving data quality and simplifying the migration process. Why Catalyst Solutions? Catalyst

    • Zoho Expense Import Reports Won't Work Because Default Accounts Already Exist

      Im trying to import reports from another Zoho expense account to mine and im getting errors that won't allow the import to happen The account name that you've entered 'Ground Transportation' already exists. Enter another name for the account and try again.z

    • Inactive License for free account.

      I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact

    • Syncing zoho books into zoho crm

      I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks

    • Announcing new features in Trident for Mac (1.34.0)

      Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to take workplace communication to the next level. Let’s take a quick look at what’s new. Connect with customers using Zoho Voice integration. You can now easily

    • The Social Wall: January 2026

      Hello everyone, We’re back with the first edition of The Social Wall of 2026. There’s a lot planned for the year ahead, and we’re starting with a few useful features and improvements released in January to help you get started. Create a GBP in Social

    • How to block whole domain?

      I am getting at least 50-75sometimes over 100 spams emails a day. I see a lot of the spam is coming from .eu domains. I would like to block /reject all email coming for the .eu domain. I do not have any need for email from .EU domains. Why won't the BlackList

    • How Zoho Contracts Makes Negotiations Clear, Secure, and Transparent

      Negotiation is one of the most critical—and often most chaotic—stages of the contract lifecycle. Multiple stakeholders review the same document, propose changes, debate terms, and exchange feedback. Without the right tools, this collaborative process

    • Error: Invalid Element tax_override_preference

      In both Books and Inventory, we're getting the following error whenever we try to enter any Bill: I think this is a bug. Even cloning an old bill (that obviously was entered just fine), this error occurs.

    • Assign Income to Project Without Invoice

      Hello, Fairly new user here so apologies if there is a really obvious solution here that I am just missing... I have hundreds of small deposits into a bank account that I want to assign to a project but do not want to have to create an invoice every time

    • How to Print the Data Model Zoho CRM

      I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew

    • our customers have difficult to understand the Statements

      our costumers have big problems to understand Zohos Statements. we need a text box after the payment number to explain what the payments are for. Is it possible to develop a version of the Statement with that kind of box and if so whu can do it

    • How to track a list of ALL the items that ONE customer bought?

      Hello, I am interested in getting a list of all the items that only ONE of my customers bought, and the invoices are what show up instead. It's very tedious to go through every single invoice when we sell a lot of items to this customer. Surely there

    • Exchange Rate Updates

      Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!

    • Locked Out of Super Admin Account

      I'm locked out of my Super Admin account and the external e-mail is no longer associated with it. There seems to be a problem during set up, the system ought to ask to assign a new password instead of using Google accounts. Please help me get back access.

    • Emails are going to notification folder and not in inbox

      emails are going to notification folder and not into inbox

    • 550 5.4.6 Unusual sending activity detected. Please try after sometime

      Hi, I am receiving this error message when trying to send my emails. The only reason I can think why this is happening is my previous two emails were bounced back to me due to a non working mailbox error. I have followed the online links for unblocking

    • Projects Home Customization

      Hello! We've been in Zoho One since July of last year, and my team has started providing feedback on what they'd like to do. Their latest wish is that they could have more control over the Projects Home content. For example, they want a card that shows

    • IMAP search support

      Does Zoho Mail support IMAP search? https://www.rfc-editor.org/rfc/rfc9051.html#name-search-command TEXT <string> Messages that contain the specified string in the header (including MIME header fields) or body of the message. Servers are allowed to implement

    • Performance is degrading

      We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial

    • Cannot reorder fields in Page Layout in Expenses and Purchase Requests

      It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order the

    • Next Page