Notes in Cliq

Notes in Cliq

The Notes module in Cliq is your Zoho Notebook brought inside Cliq for easy accessibility. To access Zoho Notebook, navigate to the navigation sidebar in Cliq and select Notes. The notes module will have the following sections by default, when you first access Notes. You can however, click on the plus icon adjacent to Notebooks to add more notebooks.

Sections in Notes

  1. All Notes
  2. Cliq Meeting Notes
  3. Notebooks

All Notes: All your notes will be made available for you here.
Cliq Meeting Notes: All the notes taken during Cliq meetings will be made available here.
Notebooks: You can find all the notebooks you created here.

Actions available in notes:

Take Notes:

  1. Click on the write icon to open a note page, take down your notes.
  2. Click on the tick icon after entering your text to save your notes.
Once you save your note, it can be found in the  All Notes section.

Create folders

Drag and drop the notes on top of one another to create folders

Upload Images:

  1. To upload  images click on the capture icon
  2. Click on  + or drag and drop an image 
  3. Choose an image size
  4. Click Done

Create To-Do List

  1. Click on the  icon to create a to do list
  1. Click on the tick icon after entering your list to save your To do list

Add Attachments

  1. To add images, drag and drop files or choose a file to upload by clicking on the plus icon at the bottom of the page


  1. Click on the draw icon to doodle
  2. Click on this icon   to change the orientation of the page
  3. Click on the tick icon to save it
Once you save your note, the below are the options that will be made available for you:

Spell Check your Notes

  1. Click on the Spell Check icon to check the spelling

Set Reminder

  1. Click on the reminder icon
  2. Select a preferred date and time to set reminder
  3. Click on Set


Share via Mail

  1. Click on the share icon, select Mail
  2. Email note appears, enter the required details
  3. Click on Send
  1. Click on the share icon, select Public Shareable Link
  2. Click "Yes" to confirm and make the note visible to everyone
  3. Set an Expiration Date if required
  4. Click on Copy Link and share it 
  5. or Click on Share Via Mail to share the note via mail

  1. Click on Delete Link to delete the shareable public note link

Copy to Zoho Writer

  1. Click on "Copy to Zoho Writer"
  2. Click on "Open" to open your notes in Zoho Writer

Share your notes privately:

  1. Click on Private Share icon
  2. Select a preferable option from Share With organization
  3. To share the note link, Click on the Copy and share it with the users

To share note with the members of the organization, Click on Add members

  1. Enter the mail id of the users you want to share your notes with.
  2. Click on the access level dropdown and select a preferred access level permission 
  3. Click on Share

Delete a note in Cliq 

  1. Hover over the meatballs menu (...) in the note you want to delete.
  2. In the list of options, select Trash.

  1. A confirmation pop-up appears, confirm by selecting Delete.

Change the colour of your page

  1. Click on the edit colour icon
  2. Choose a preferred colour to change the colour of your page

You further have the below options made available for you to choose from:

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