Use cases

Event management

Coordinate with vendors and team members to resolve last minute procurement issues, confirm deliveries, or discuss contingency plans without interrupting project progress.

Software development

Discuss feature implementations with developers, quality analysts, marketers, and technical writers. Schedule meetings to review requirements, clarify implementation details, and coordinate releases.

Construction

Communicate with site engineers and supervisors to arrange labor, confirm material availability, and resolve on site issues as they arise.

Benefits

• Collaborate with project members in real time.
• Launch instant audio or video meetings with screen sharing.
• Search and revisit previous conversations.
• Convert conversations into project tasks or issues.
• Receive project updates through the Projects Bot.

Prerequisites

• Zoho Cliq must be integrated with your Zoho Projects portal.
• Portal Owners and Admins can configure the integration from Settings > Marketplace > Zoho Apps > Zoho Cliq.
• Certain capabilities depend on your Zoho Cliq and Zoho Projects subscription plans.
  

Feature availability

Start a conversation

Create conversations to discuss project updates, make decisions, or collaborate with your team.

1. Click Collaboration in the left navigation panel > Chat.
2. Click New Conversation.
3. Select a project, enter a conversation title and add participants.
4. Click Add.
   

A new conversation opens and participants can continue the discussion whenever required.

Conversations are associated with the selected project, making it easier for project members to locate and reference previous discussions.

Manage conversations

1. Hover over a conversation and click More to edit or delete it.
   
2. Use Search to locate conversations.
   
3. Filter conversations by project.
   
4. View Chats from associated task or issue.
   
   
5. Open chat and click Open in Cliq to view the chat in Zoho Cliq.
   
1. Update your availability status.
   
2. Create and switch between custom statuses.
   
3. Check in directly from Chat.
   

Status updates and Check In require Zoho People integration.

Audio and video meetings

Start or schedule meetings directly from Chat to collaborate with your team.

You can:

• Start instant audio meetings
• Start video meetings
• Share your screen
  

Convert messages into tasks or issues

Conversations often result in action items. Instead of recreating information manually, you can convert a message into a task or issue.

1. Hover over the required message and click .
2. Select Add Task or Add Issue.
3. Complete the required details and click Add Task/Add Issue.
   

The original conversation remains available for future reference.

Projects Bot

The Projects Bot keeps you informed about project activity by sending notifications for configured task and issue events.

You can configure the notifications you want to receive from the bot, including updates related to tasks assigned to you and changes made by other users.

Disable Chat

Portal Owners and Admins can disable Chat for the entire organization.

1. Navigate to Settings > Marketplace > Zoho Apps > Zoho Cliq.
2. Hover over the Zoho Cliq tile and click Configure.
3. Turn on Disable Conversations.
   
1. To re-enable it, toggle off the Disable Conversations.
   

Disabling conversations removes Chat tab in Collaboration from the portal.

• Zoho Cliq integration is required to use Chat and collaboration features.
• Status updates and Check In require Zoho People integration.
• Issue management is available only with paid Zoho Projects plans.
• Project conversations, tasks, and issues remain synchronized with Zoho Cliq after integration.