How to manage Projects integration in Cliq

How to manage Projects integration in Cliq?

 If you are a native Cliq user the Task section will by default be available for you in in navigation side bar. If you want to disable/enable the task section follow the steps below.
  1. Navigate to Cliq admin panel -> Configurations -> Tasks
  2. Click on the Tasks toggle button to enable/disable the task section in navigation sidebar


If you are an existing user of Projects, then you will find Configure button in the place of Tasks in the above screen, clicking on it will navigate you to the below Zoho project integration page.

Follow the below steps to enable projects integration in Cliq:
  1. Navigate to Admin Panel -> Integrations -> Zoho Projects 
  2. Click on Choose your portal dropdown and select a project you want to integrate with then Click on the Zoho Projects toggle button 


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        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

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

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

                                                               
                                                                

                                                              Videos

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

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                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 Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Cliq Cart

                                                                                                                          Cliq Cart is a nifty e-commerce tool crafted for your organization and teams to seamlessly browse, purchase, sell, and even host auctions without leaving Zoho Cliq. Whether you're searching for essential office supplies, showcasing your latest ...
                                                                                                                        • Zoho Projects Integration with Zoho Cliq

                                                                                                                          You can add, manage, track tasks and issues from Cliq with the Zoho Projects–Zoho Cliq integration. Let us look at the different cases on setting up Zoho Projects inside Cliq. Case 1. Organization has a Zoho Projects account with a portal To ...
                                                                                                                        • Projects in Cliq

                                                                                                                          The Projects section in Cliq helps you to add, manage, track tasks and issues from Cliq. You will be able to view the Projects section, only if you are a paid user of Zoho Cliq and Zoho Projects. Once tasks section is enabled, in every team and ...
                                                                                                                        • What is a Cliq network and how to set it up?

                                                                                                                          Cliq network is a dedicated space to collaborate with your external business stakeholders such as partners, vendors, agencies, consultants, volunteers and more. It equips you with an extensive set of configurable permissions to facilitate controlled ...
                                                                                                                        • Zoho Projects

                                                                                                                          Available Regions: US, IN, EU, CN Manage your projects, tasks, and milestones right from within Cliq Zoho Projects is a project management software that helps to plan, track and collaborate your team's projects and milestones. Integrating Projects ...
                                                                                                                          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