Create Forums | Online Help | Zoho Projects

Create Forums

A forum is ideal for teams to communicate outside the office, especially when dealing with long distances or many people. Using an online interactive forum, team members can create and participate in discussions, share important ideas, and store knowledge in a centralized location. Unlike emails, forum topics are easily accessible in one place, making it convenient for group projects.


Use-cases

Marketing: The marketing team in an organization should ensure that the public is aware about the launch of a new product or a new feature in a product. An announcement post can be made in the forum to inform the public.
 
Software development/ IT: When a developer finds a unique way to create a new feature, the developer can share their knowledge through a forum. Other developers can comment on their ideas as well.
 
Construction: When a big deal project has been completed, this can be noted in a forum post to congratulate everyone who worked for the grand success of that particular project. 

Benefits

  1. Improve decision-making through access to relevant knowledge.
  2. Interact with team members scattered across the globe.
  3. Escalate critical bugs and get instant solutions from experts.
  4. Tap the knowledge, skills, and ideas in your team from a single place. 

New Post

Open a new thread and post an idea so your team members can participate and share comments, or post a review process and check your team's opinion before implementation. If you want to generate timely solutions, Zoho Projects lets you create an online group chat anytime.

Post a Topic  

  1. Select the required project, then click Forums.
  2. Click New Forum Post in the upper-right corner to create a new forum post.
  3. Enter the following information in the appropriate fields: Title for your forum, type a brief on your title in the Content section, attach files, choose a Category.
  4. Select post type.
    1. Sticky Post: The post is always visible at the top
    2. Announcement: The post notification is sent to all project users
    3. Q&A: Ask a question and discuss with your project users
  5. Select a flag for the post. Posts can be Internal (only for project users) or External (for project and client users).
  6. Select users to send notification about the topic.
  7. Before publishing, preview the forum to ensure everything looks as intended.
  8. Once satisfied, click Publish to post.

Manage a Topic 

  1. Click the Forums module in the top band of your Project.
  2. Hover over a topic and click  to add tags and click Save.
  3. Click on the forum post to open.
  4. Click Follow to receive updates about the topic.
  5. Click Post a comment via email to post a comment through email.
  6. Click  in the top-right corner, then:
  7. Select Edit or Delete.
  8. Select Move to move the forum to another category
  9. Click Copy Link to copy Forum URL to clipboard.

Associated Tasks

You can associate forums with tasks from the task details page. All tasks that have a forum associated with them will appear under Tasks.
  1. Navigate to your project and select the relevant task.
  2. Click on the task to open the task details page.
  3. Select Forums.
  4. Click Associate Forums.
  5. Select a Forum Category, then select the required forums.
  6. Click Associate Forums.


More Reads
Manage Forums

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