Zoho Projects

Zoho Projects

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 with Cliq—your team communications app, you can ensure that your whole team stays up to date on all issues by receiving notifications in dedicated channels for each project and also in Projects bot. 

Zoho Projects in Cliq 

Configure portal

After installation in Cliq, each user can configure a portal for them, i.e. connect a Zoho Project portal with Cliq. This is pivotal as all actions furthermore will be linked to that portal (creating tasks and issues, receiving notifications and statistics).

To connect a portal with Cliq, follow the given steps, 

  • In LHS, click on + of Bots menu, look for Zoho Projects bot and subscribe to it.
  • You will get Consent box to access your data, followed by permission dialog to authenticate with your Zoho Projects bot (on using the integration first time).
  • In the bot actions (at the bottom of chat window), click on Configure and choose Set Default Portal. If you have only one portal in Projects, then it will be taken as the default portal.
  • If you have more than one portal, then choose the portal you want to configure.
    Now all notifications for issue updates will be from the given portal, and also the new tasks and issues from Cliq conversations will be added to this portal.

Channel Updates — Issues and Tasks

A project that you're part of can be mapped with a channel to receive updates of issues, bugs, and tasks, letting team members know of the issues filed and tasks added in the projects. The members can also claim the issue/task directly from the channel if it is unassigned.


Note
Issue notifications are available both in Premium and Enterprise plans of Zoho Projects and task notifications are available only for Enterprise plan. 


Anyone can map a project they are part of with a Cliq channel.

Tip:

Map projects with the right team channels, so the data and conversations around it are always accessible to team members anytime.

  • To map channels, click on Configure -> Map Channels.
  • You will get an authorization popup requesting your permission to post messages. i.e. to post issue updates in the channel that you are mapping.
  • After authorization, a form will appear on the screen. In it, select the project and the channel to map it with. 
  • Configure the alerts, i.e. if you want to receive alerts only for unassigned items or both assigned & unassigned items. 
  • Select the reports you want to be delivered for that project in the channel and hit the Connect button.


Unmapping

A project that has been mapped with a channel can be unmapped for 2 reasons

  1. To map that project with a new channel
  2. To stop receiving updates of that project

Under Configure > Currently mapped, members who mapped a channel will have permission to unmap it and the project admins can unmap any of their projects from its channel (regardless of who mapped it).

Bot updates - Issues & Tasks Assigned to You

When new issues/tasks are created and assigned to you, the bot will immediately message you with the details. Also when others update on your issues/tasks the bot will let you know of it as well with the exact details. You will get updates when following actions are performed on tasks and issues,

Tasks

Issues

Severity
Severity
Completion percentage update
Affected Milestone 
Title change
Due date 
Comments
Comments 
Deleting tasks
Deleting issue 
Priority
New users assigned
Owner change
 
Status change


Now to get these updates, you will have to enable notifications for them! Click on Configure -> Notifications and enable updates for projects that you want to keep track on. On clicking Notifications, if you get a message saying you need access to Automation, then you will have to get in touch with your project admin for the same.

Admin enabling permission for notifications

As project admin, you will have to enable permission for members to receive issue updates. Please follow the outlined steps in Zoho Projects for the same,

  1. Open the Project that you want to give permission in.
  2. Select Users from the menu.
  3. Hover over a user and then click edit icon.
  4. Click Customize permissions for this user.
  5. Enable Project Settings & Issue Tracker under Permissions.
    Now the member has permission to issue tracker and hence the Projects bot can now provide them with issue updates in Cliq.

Weekly Team Updates

Every week a consolidated report of the project will be posted by the bot in the mapped channel. This is to keep the project admin informed of the work done by the team. There are 2 reports as follows,

  • Overdue tasks per user - Posted on every Monday at 9 am
  • Employee performance - Posted on every Friday at 6 pm

Overdue tasks per user: This report will list the members of the projects and their overdue tasks in 3 categories - tasks overdue in last 2 days, in the last 3-7 days, and tasks overdue by more than 7 days.

Employee performance: Now this is one report the members can look forward to. This report lists the top performers of the week by listing the number of assigned and closed works and calculating the efficiency based on it!



Note: These reports can be enabled/disabled when mapping the projects with the channels. To make changes to the current setting, go to Configure -> Currently Mapped -> Update.


Add Tasks & Issues

Conversations in chats lead to new tasks and issues being reported. You can convert them into actionable work directly from Cliq. Just hover on any message, click on Actions (3 dots) -> More -> Create Task/Add issue. In the form that appears, fill in the details and hit the button! The message will be created as a new task or filed as a bug respectively in Projects.


You can also directly call the bot in any chat that you are currently in by @Projects Bot, to add tasks or file issues. 


A Quick View of Tasks

When conversing in a chat, quickly pull up your teammate's tasks for reference by typing /projects @username in the textbox and hitting Enter. You can also pull up your own task list in a conversation for an overview by typing /projects and hitting Enter.


More Bot actions

Stats - To view the overall performance of your team in the current month, i.e. if you check the stats on 15th, then the results will be calculated from 1-14th of that month. The stats is calculated by the formula [number of issues or tasks closed in that month/(carried over+created in that month)]

My tasks - You can view the list of your current tasks. (Helpful for checking tasks quickly to schedule the day)

My bugs - You can view the details of your open issues anytime. (View your issues anytime and work on squashing it!)

And finally, you can send a Help to the bot anytime you're stuck! The bot will help you out with a set of pre-defined instructions.

Chatbar - Mini version of Cliq 

Cliq can be accessed directly in Projects as Chatbar. In the bottom left corner of the page, you will find a small tab with the headers Chats, Channels and Contacts. Most of the actions and messaging can be carried out via this chatbar. Also in Express, Premium and Enterprise plans of Projects, you can directly start a chat with the stakeholders of an issue or task. 

  1. Open a task or issue.
  2. In the top right corner, click on the Cliq icon
  3. In the pop-up that appears, edit the title, add more users if needed and start the chat. 
  4. It will be created as a group chat in chatbar and will also get synced in Cliq.

Install

Install Zoho Projects extension in your Cliq organization and keep track of your work, get instant updates along with creating issues and tasks in your team's projects right from within Cliq

Note: Only org admins can install an integration for the entire organization, whereas users can install only for their team.

INSTALL IN MY CLIQ


    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 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

                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

                                                        • How to delete my organization's Zoho account?

                                                          You can delete your organization's Zoho account anytime and this action deletes not just your organization in Cliq but across all other Zoho apps like Zoho Mail, Projects, Vault and others.   To delete your organization's Zoho account follow the ...
                                                        • Zoho Desk

                                                          The context aware Helpdesk, now in Cliq Zoho Desk is a web based help desk software that gives you the ability to manage your customer support activities efficiently. You can assign, track and set up alerts for your customer tickets. You can also ...
                                                        • Introduction to Zoho Directory

                                                          Zoho Directory (ZD™)  Zoho Directory (ZD™) is a centralized admin console for easy management of all services in our organization. The prime feature of Zoho Directory is the unification of user management (i.e) all features including adding a user, ...
                                                        • Zoho Writer for Cliq

                                                          Available Regions: US, IN, EU, AU.Available Plans: All plans.Available To: Roles                    Entire organization                         Team      Organizational Admins  ✔  ✔ Members    ✔   How this integration helps The Zoho Writer for Cliq ...
                                                        • HIPAA Compliance with Zoho Cliq

                                                          Health Insurance Portability and Accountability Act (HIPAA) considers software companies that “touch” (create, receive, maintain, or transmit) protected health information(PHI) as business associates. To be  HIPAA compliant, a software or solution ...

                                                        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