Chat

Zoho Projects lets you engage with portal users anytime to keep the discussion going. This can be done via chat channels or via A/V meetings.

The Discuss module has been renamed to Chat.

Use-cases

Event planner: Procurement of required goods for the event plays an important role. However, there may be times when the vendor doesn't have all the goods ready for the event. In such cases, you can quickly chat with your peers to find out what best can be done using this feature.

Software development/ IT: When a feature has been developed, you need to transfer knowledge about this feature to other employees, such as tech writers, marketers, and quality analysts. During such instances, you can schedule a meeting with them right from Zoho Projects.

Construction: When you need extra labourers for a building site, you can quickly check with your colleagues over a chat on where and whom to reach out to find the labourers.

Benefits

Start quick conversations
Engage with users and come up with quick solutions
Save your chat transcripts for future reference with Zoho Cliq integration
Facilitate team communication using A/V meetings
Share screen with other users

Start a Conversation

Create topics, discuss and make decisions faster with the chats in Zoho Projects. Start interacting with your colleagues on different topics. You can create private or public chat based on your business requirement.

Click Collaboration on the left navigation panel.
Click the Chat tab in the top navigation band.
Click New Conversation in the top-right corner.
Select a project.
Enter a title for the conversation.
Add participants.
Click Add.

A new chat window is opened and ready for use.
Participants can always come back to Discuss and click on the chat to communicate.

Manage Chats

Hover over a chat > click to edit / delete the chats.
Click to find specific chats.
Click to narrow down chats by project.
Click the default status drop-down in the top band to update your status.
Click the custom status drop-down in the top band to create your custom status or to set to default status.
Click Check In to log in for the day.