Collaborating Over Streams

Collaborating Over Streams

In this article, we'll see how you can collaborate effectively with your team members by sharing your emails, notes, and tasks.

Sharing Emails via Streams 

In the Mail module, you can enable the Streams Comments dialog as a popover or have it below the email detail view. When it's enabled as a popover, use the steps below to share an email with a colleague or a group:

  1. Navigate to the Mail module.

  1. Click open the email you want to share.

  1. Click the Share This Email  icon from the email detail view.

  1. @mention the user or group in the comment section and click Send.

  1. Click the Add or View Invitees  icon.

  1. In the Invitees popup, choose from the list of suggestions or search and select the contact or the group with whom you want to share the email.

  2. Click Invite. 



Alternatively, if Streams Comments is disabled as a popover, you'll find it below the email detail view. You can follow the same procedure from step three to share the email.


Notes:

  • If you want to prevent invitees from adding other contacts or groups to the email (or other elements such as notes or tasks) you've shared via Streams, click the Refuse Other Invitees icon.


Interacting with Streams Elements 

In addition to sharing your emails, notes, and tasks, you can interact with the Streams elements by commenting, replying to comments, liking comments, @mentioning, attaching files, adding emojis, and removing/refusing other invitees.


Like 

When you like Streams elements such as emails, notes, tasks, events, messages, or bookmarks, you show your approval or your interest. To do so, click the Like  icon in the top-right corner of the Streams Comments popover.

Note: To undo the like action, simply click the icon again.

Comment 

To comment on any Streams by you or others:

  1. Navigate to the Streams Comments dialog.

  1. Type your comment in the comment textbox.

  1. Click the Comment  icon.

Note: When the comment textbox does not have any text, the Comment  icon will be greyed out.

Reply to a Comment 

To reply to a comment:

  1. Hover over the comment to which you want to reply.

  1. Click the Reply  icon.

  1. Type your reply in the comment textbox.

  1. Click the Comment  icon.

Reply Privately to a Comment     

To reply privately to a comment:

  1. Hover over the comment to which you want to reply privately.

  1. Click the More Options  icon.

  1. Select Reply Privately from the menu list.

  1. Type your private reply in the comment textbox.

  1. Click the Comment  icon.


Like a Comment 

To like a comment:

  1. Hover over the comment you want to like.

  1. Click the Like  icon.


@mention 

You can tag a team member in the Streams comments by @mentioning them. This is also another way to add them as an invitee to view an email, note, or task.

Attach Files 

To attach files in your comments:

  1. Click the Attach File  icon in the comment textbox.

  1. In the dialog that opens, browse the attachment from your local device and click Open.

  1. Type any comments, if required, in the comment textbox.

  1. Click the Comment  icon.

Note: The maximum file size permitted per comment is 10 MB.  

Remove Invitees

To remove invitees and unshare a Streams element:

  1. Click the Add or View Invitees  icon.

  1. In the Invitees pop-up, click the Uninvite  icon of the users you want to revoke access to view the email, note, or task.


Refuse Other Invitees 

You can prevent users that you've invited to view an email, note, or task from adding other users. To do so, click the Refuse Other Invitees  icon in the top-right corner of the Streams Comments popover. 

Notifying About Streams Activities 

You'll be notified of the following Streams activities in the Notification Center indicated by the Bell  icon in the app toolbar:

  • When a user shares an email, note, or task with you by adding you as an invitee

  • When a user shares an email draft

  • When a user likes your post

  • When a user comments on your post

  • When a user likes your comment

  • When a user replies to your comment

  • When a user @mentions you in a comment

  • When a user updates a post (email/note/task/event/message/bookmark)

  • When a user adds or removes invitees from a post

  • When a user adds or removes members from the Streams Group

The number of unread notifications will also be listed on the Bell  icon. To view these notifications:

  1. Click the Bell  icon in the top-right corner of the app toolbar.  

  2. Select the notification to view and act on it right away.


    Access your files securely from anywhere

      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 CRM Training
        Redefine the way you work
        with Zoho Workplace

          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.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Collaborating Over Streams

                                                                                                                In this article, we'll see how you can collaborate effectively with your team members by sharing your emails, notes, and tasks. Sharing Emails via Streams In the Mail module, you can enable the Streams Comments dialog as a popover or have it below ...
                                                                                                              • Managing Streams

                                                                                                                In this article, we'll see how you can manage Streams posts. Deleting a Streams Post or Comment To delete a Streams post: Navigate to the required Streams Home or Group tab. Right-click the post you want to delete. Select Delete from the menu list. ...
                                                                                                              • Managing Streams

                                                                                                                In this article, we'll see how you can manage Streams posts. Deleting a Streams Comment To delete a Streams comment: Navigate to the comments section of the shared email, task, or notes. Hover over the comment you want to delete. Click the More ...
                                                                                                              • Customizing Streams Preferences

                                                                                                                In this article, we'll see how you can customize Streams according to your preference. Accessing Streams in Mail You can decide how you want to access the Streams comment box in the Mail detail view: As a popover or a component. To enable the Streams ...
                                                                                                              • How do I post messages in Streams?

                                                                                                                Posting messages in Streams is yet to be supported. This will be available in future updates.
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources