Challenge:  The client requirements are discussed over chat and later the relevant team creates a work item in Zoho Sprints.    

How can Helen overcome this challenge? Creating a task for every single conversation is a tedious work for the team members. An integration that could directly convert a conversation to a work item would make things easier for the team members. 

Solution: 

    Configure the Zoho Sprints team to the Sprints bot in Zoho Cliq 
    Map projects to dedicated channels
    Convert a chat message to a work item in Zoho Cliq
    Fetch work items details from Zoho Cliq
    Create sprint meetings directly from Zoho Cliq
    Quickly add log hours to the work items from Zoho Cliq

Install the Zoho Sprints app from Zoho Cliq

1. Search for Zoho Sprints on https://marketplace.zoho.com/cliq 
   
2. Choose the Zoho Sprints for Zoho Cliq app. 
   
3. Click Install. 
   
4. Confirm your Installation Details and click Install. 
   
5. Select Allow Access. 
   
6. Click Take me to Cliq.  
   

1. Enter "Sprints" in the search bar and choose Sprints Bot. 
   
2. Click Subscribe. 
   
3. Click Proceed to Allow.  
   

Your Sprints bot is now added to Zoho Cliq. You will now see some welcome cards that will help you through the process. 

Configure the Zoho Sprints portal for the Sprints bot

1. Click Configure Team  from the welcome card or click Configure at the bottom and select Configure Team. 
   
2. Click Allow Access to request permission to access the Zoho OAuth account. 
   
3. Click Accept  in the pop-up.  
   
4. Choose your team from the drop-down. Click  + Create New Team, if you haven't created a team in Zoho Sprints.  
   
5. Click Configure.  
   

 

Enable notifications 

1. Click Proceed. 
   
2. Select Allow Access.  This will authorize your Sprints team to access the OAuth token. 
   
3. Click Proceed to Allow.   
   

A webhook is created which will trigger notifications to the Sprints bot when activities are added across all the projects.  

Map projects to channels

1. Click  Map Projects or click Configure at the bottom and select Map More Projects.  
   
2. Select the Project.  
   
3. Choose All, Backlog or a particular sprint.  
   
1. All - All the backlog and sprints in the selected project will be mapped to the channel. 
   
2. Backlog - Only the backlog of the selected project will be mapped to the channel. 
   
3. Particular sprint - Only the selected sprint in the project will be mapped to the channel. 
   
4. Click Map Project.  
   

Note:  If you have already mapped a particular project to a channel, you cannot map it to the same channel again. For example: Helen chooses the 'Marketing' project and the 'Social media' sprint and maps it to the 'Advertising' channel. This channel will receive notification on the sprint updates. She cannot map the same project and sprint to the channel 'Advertising' again, because it is already mapped. If she would like to receive notifications on all the updates made in the project, she can select All.  

Fetch work items

1. Click Fetch Items at the bottom.  
   
2. Choose your criteria in the Fetch Items form.  
   
3. Click Fetch Item.  
   

You can also fetch work items by using the /items command. Just type in /items and click the /items - via Sprints Extension and choose the criteria in the Fetch Items form.  

Update work items  

1. Click Details next to the required work item. 
   
2. Click Edit and make the changes to the work item.  
   
3. Select Update. 
   

 

Add log hours

1. Click Add Log Hours. 
   
2. Enter the Assignee, Duration, Date, Notes, and Billing Status.  
   
3. Click the Add Log Hours button.  
   

1. Click Add Item at the bottom.  
   
2. Enter the work item details in the form.  
   
3. Click Add Item. 
   

You cannot add a work item from Cliq if mandatory custom fields are set for the item layout in Zoho Sprints. In this case, you can only add items from Zoho Sprints.  

1. Click Add Meeting at the bottom.  
   
2. Enter the meeting details.  
   
3. Click Add Meeting.  
   

 

Convert a chat message to a work item

1. Click Other Actions next to the chat message. 
   
2. Select More.  
   
3. Click Add Item - via Sprints Extension.  
   
4. Choose the other details in the  Add Item  form.  
   
5. Click Add Item.