Discuss
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.
Benefits of Discuss
-
Stay away from the cluster of emails that deluge your inbox
-
Start quick conversations
-
Engage with users and come up with quick solutions
-
Save your chat transcripts for future reference
-
Facilitate team communication using A/V meetings
-
Share screen with other users
Start a Conversation
Create topics, discuss and make decisions faster with the chat rooms in
Zoho Projects.
Start interacting with your colleagues on different topics. You can
create private or public chat based on your business requirement.
-
Click on
Discuss
in the left navigation panel.
-
Select Discuss over Chat in the drop-down.
-
Click
New Conversation
in the upper-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.
Old Chatrooms
Participants can access old chat rooms.
- Select Old Chatrooms from the drop-down.
- Hover a chat and click join to access it.
Disable Chats
The chat can be disabled for the entire organization. This can be done by the Portal Owners and Admins.
- Navigate to
> Marketplace > Zoho Apps > Zoho Cliq.
- Hover over the Zoho Cliq tile and click Configure.
- Toggle the Disable Conversations setting.
Start a Meeting
This requires Zoho Meeting integration.
-
Click on
Discuss
in the left navigation panel.
-
Select Discuss over Meeting in the drop-down.
- Click Schedule Meeting in the upper-right corner.
- Select a project.
- Enter meeting title.
- Enter the agenda.
- Add participants.
- Set meeting date and time.
- Click Save.
- A meeting invite is sent to participants.
See Also
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 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.
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