Tasks in Cliq

Tasks in Cliq

The Tasks section in Cliq helps you to add, manage and track your tasks from Cliq. Tasks section is available for the users using Zoho Cliq paid account. For paid users of Zoho Cliq and Projects, the tasks section is replaced with the Projects section. The advantage of Projects section is that, you additionally can view all the issues in projects and avail all the features that come with the paid plan of projects from the Cliq's projects section.

Once you have enabled Zoho projects, in every team and organizational level channel, you can add the tasks tab. To add task tab, follow the below steps:
  1. Click on the + icon in the channel top menu bar

  1. Task tab will open, enter the relevant details
  2. Click on Add 

If you are a native user of both Cliq and Projects, when you click on the + icon in the channel top menu bar, the task tab will open 
  1. Choose a project
  2. Click Select

  1.  Once the task is added, a project will be created and the notifications related to that project will be fetched by the projects bot to the mapped channel

  1. Tasks tab can also be added by selecting Create Task option from the message action.
  2. The option to add issues will be only present for users in Cliq and projects paid plan.
  3. Add tab option will only be available for the channel participants with edit permission for channels

Managing Task notification in a channel

  1. Click on the Tasks dropdown and select Notification settings
  2. Select the actions for which you want to receive notifications for 
  3. Click on Save

Removing Tasks tab from a channel

View all your tasks 

To view all your tasks, click on the Tasks section. You will be able to view all your tasks categorized into  the following sections: All Open, My Open, My Overdue & Open, Today's Tasks, Tasks Created By Me. 
From this view you can add tasks, switch views, add filters, export tasks and perform all the tasks that you can from projects portal

Projects Bot

Once you have enabled the projects integration, you will be able to find the projects bot in the Bots section in the navigation sidebar of Cliq. The project bot notifies you about the updates in configured task settings. It follow up on your tasks and get notified with important updates. To manage notifications bought to you by the projects bot follow the below steps:
  1. Click on the settings 

  1. Select the required actions for which you would like to receive notifications via projects bot
  2. Click close

    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

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com



                        Zoho Marketing Automation

                          Zoho Sheet Reources


                              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 SalesIQ Resources

                                                  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

                                                                                    • Cliq Integrations

                                                                                      Stay connected not just within your teams, but with all your apps as well.  From keeping track of comments in your commit to staying updated on your tasks, Integrations in Cliq help you conquer it all! Install integrations of apps you use and receive ...
                                                                                    • How to create a thread in Cliq?

                                                                                      Enabling threads in Cliq To enable Threads navigate to the Permissions section of threads by clicking on the channel icon and selecting Permissions or select Channel Info made available in Actions menu in the channel. Click on Reply Modes dropdown ...
                                                                                    • 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 ...
                                                                                    • 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. Navigate to Cliq admin panel -> Configurations -> Tasks Click on ...
                                                                                    • Orchestly for Zoho Cliq

                                                                                      Zoho Cliq is a team communication application that simplifies collaboration and promotes organized conversations in the workplace. Benefits of the Extension By integrating Zoho Cliq with Qntrl, users can create new jobs and work on them in Qntrl, ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace



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


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


                                                                                      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