Using Notebook with Cliq

Using Notebook with Cliq

Use Notebook inside Cliq when you are in a conference or one-on-one calls with your peers. You can use Notebook bot and extension inside Cliq, a team communication tool, to collaborate with your peers. Quickly save messages as notes, create notes, share your notes with your peers with Notebook inside Cliq.

With Notebook in Cliq Conference, you can,
  • Search, refer and edit your notes.
  • Create notes.
With Zoho Notebook bot, you can,
  • Quickly create notes and notebooks.
With Zoho Notebook extension, you can,
  • Search a note and share it as a message in a channel or a conversation.
  • Save messages as notes.
Before you begin

A few things to know before you begin.
  • 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

You can view all your notes from Notebook when you are in an audio/video conversation with others. You can also take new notes and edit your notes during the conference. To use Notebook in Cliq conference, please follow these steps.
  1. Click the 'Menu' button in the conference window and click 'Notes'.
  2. You’ll be able to see your notes in Zoho Notebook.
  3. To take new notes, click the ‘+‘ icon at the top-right corner of the widget.
  4. 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

To install Zoho Notebook bot and extension in Cliq, your organization administrator should follow these steps.
  1. Visit Zoho Cliq marketplace (https://marketplace.zoho.com/cliq/zoho-notebook-for-cliq).
  2. Click Install.
  3. Sign in to Zoho Cliq.
  4. Click ‘Install’ after you agree with the terms and conditions.

Save messages as notes

To save a message as a note in Notebook, follow these steps.
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

Use the /notebook command to send your notes as messages. Add search terms next to the command to filter notes. This command shows up to 10 notes. You can either post or open the note from the results.

Creating new notes and notebooks

You can use the Zoho Notebook bot to create instant notes and notebooks. All these notes are saved under your Zoho Notebook account. Search for Zoho Notebook in Cliq and install it. Once you open the bot, you can find options to create notes and notebooks.

Notes tab in Cliq

Notebook is available as Notes tab in Zoho Cliq. Look through your notes in Notebook and notes you take via Cliq meetings in the Notes tab. You can create, access, and edit different types of notes, sort and filter them, and look through notes associated with particular notebooks all in the Notes tab.

Related Articles

Getting Started
Create notes

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                              




                            

                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now











                                                                                          • Related Articles

                                                                                          • Using Notebook in Slack

                                                                                            Let your thoughts bring your team together with Notebook for Slack. Share your notes with your peers in Slack and save any message as a note in Notebook. Watch this video to get a preview of Notebook for Slack. Notebook for Slack helps you to save ...
                                                                                          • Using Notebook with Zoho Connect

                                                                                            Notebook serves as the primary note taking app for all Zoho Connect users. You can create notes within Connect, associate notes to your posts and do much more with this integration. Let us see in detail on how to Notebook inside Zoho Connect helps ...
                                                                                          • Notebook for Business

                                                                                            Notebook for Business is extensively crafted for Business users and their use cases. With this plan, you get: 1 TB storage up to 10 users Notebook Business gives you an enormous 1 TB storage plan for all your notes which is applicable for up to 10 ...
                                                                                          • Notebook and IFTTT integration

                                                                                            Get things done faster with the Notebook and IFTTT  integration. Connect various applets or build your own to get things done quicker. Notebook and IFTTT integration allows you to connect your favorite apps together to make data transfer between them ...
                                                                                          • Notebook and Zapier integration

                                                                                            Connect your favorite apps together with Notebook and Zapier integration. If you use Zapier to get things done then use Notebook and Zapier integration to allow data to flow from your favorite apps without any hassle. Before you begin Only registered ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources