Forums | Online Help | Zoho Projects

Forums

If your team needs to communicate outside of the office, across vast distances, or with a lot of people, a forum is the perfect facilitator. With an online interactive forum, you can post a topic, discuss critical ideas and help retain knowledge in a central place. Any group project involves discussions, and unlike emails, all forum topics are available in a central location. Through forums, exchanging information with colleagues can make big ideas come alive.


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 a 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 and 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. Click Publish to post the forum.

Edit/Delete a Topic

You can edit or delete the forum topic.

  1. Click the Forums module in the top band and you can view all the forum topics that you have posted. 
  2. Click on the forum post that you want to edit or delete.
  3. Click   in the upper-right corner and then select Edit or Delete.

Associated Tasks

You can associate forums to tasks from the task details page. All tasks that have a forum associated with them will appear under Tasks.

  1. Navigate to a 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 and then select the required forum(s).
  6. Click Associate Forums. 
See Also

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                                                                                          • Related Articles

                                                                                          • Organize Forums Into Categories

                                                                                            You can organize forum topics within their categories, making it easier to sort, view, and reply to forum posts. Add a Forum Category Select the required project and then click Forums. Click in the upper-right corner and then click the Add Category. ...
                                                                                          • I need to attach files in my forum post, where will I find it?

                                                                                            In the forum post, you will find the Drop files or add attachments here field, from where you can add files to your forums.
                                                                                          • How can I save the comments in a template that I create in a tasklist?

                                                                                            No, you cannot save the comments in a template because the Task Template does not support ownership, duration, notes or comments and documents or forums association.
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                                                                                            What is a Feed? Feed is an automated system that populates activities in your projects. Similar to a Facebook or Instagram feed, you will receive updates whenever users perform activities in the projects that you are associated with. When do you ...
                                                                                          • Update Status of Work Items

                                                                                            In the feed section, you can modify a work item's status according to its context. i.e, When a task is updated, you can complete it from the feed itself; when a task is already completed, you can reopen it from the feed itself. Monica updates the ...
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