Using Notebook with Cliq
- Search, refer and edit your notes.
- Create notes.
- Quickly create notes and notebooks.
- Search a note and share it as a message in a channel or a conversation.
- Save messages as notes.
- Notebook is available as a bot, extension, as a tab, and inside the one-on-one and conference call.
- Notebook bot and extension can be added or removed only by the organization admin.
- To periodically update the bot and extension, you need to contact your organization administrator.
Access Notebook in Cliq Conference
- Click the 'Menu' button in the conference window and click 'Notes'.
- You’ll be able to see your notes in Zoho Notebook.
- To take new notes, click the ‘+‘ icon at the top-right corner of the widget.
- Type your content, choose the appropriate notebook to store it in, and click on 'Done' to save the note.
Install Notebook bot and extension in Cliq
- Visit Zoho Cliq marketplace (https://marketplace.zoho.com/cliq/zoho-notebook-for-cliq).
- Click Install.
- Sign in to Zoho Cliq.
- Click ‘Install’ after you agree with the terms and conditions.
Save messages as notes
| iOS and Android | Mac, Windows, Linux and Web |
1. Open Cliq. 2. Select a chat and long press it. 3. Tap 'Add to Notebook'. 4. Add the title, tags, and select a notebook. 5. Allow all the authentication requests. | 1. Open Cliq. 2. Hover over a chat. 3. Click 'More'. 4. Click 'More'. 5. Tap 'Add to Notebook'. 6. Add the title, tags, and select a notebook. 7. Allow all the authentication requests. |
Send notes as messages
Creating new notes and notebooks
Notes tab in Cliq
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