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.
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,
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.
Anyone can map a project they are part of with a Cliq channel.
A project that has been mapped with a channel can be unmapped for 2 reasons
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).
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,
|Completion percentage update||Affected Milestone |
|Title change||Due date |
|Deleting tasks||Deleting issue |
|Priority||New users assigned|
|Owner 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.
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,
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: 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!
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.
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.
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.
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.
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
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