Steps to install the extension

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! 
   

@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