Navigation Sidebar

Navigation Sidebar

The navigation sidebar in Cliq provides you with easy accessibility to modules that help you to connect, communicate and collaborate.


Customizing your navigation sidebar in Cliq 

Admin

If you are an admin, you can customize your navigation bar for your entire organization and restrict users from rearranging modules.

 

Users

If your admin had not restricted users from rearranging modules you can customize your navigation bar.

 

View Type

There are two types of views for the navigation sidebar. They are:
  1. Categorized view - all active conversations will be displayed under Chat.
  2. Consolidated view - all active conversations will be displayed under specific tabs.

 

Categorized view

In the categorized view, you can view My Pins, Conversations, Threads and Muted Conversations as sub-categories under the Chat module.
 

Consolidated view

In the consolidated view, you can view all the conversations inside a seperate module, i.e conversations will be categorized in their respective modules.

 

Bots

Bots can be classified under Contacts or can have a separate menu option in the LHS.

 

Threads

In both views you can view threads inside a section under Chats or have a seperate menu option in the LHS. In the categorized view, threads can be combined with conversations or inline within parent chats.

Let us see each module in detail -

My Pins

You will find the My Pins module in the categorized view. The My Pins module let's you pin all the conversations and chats you frequently interact with for instant communication or collaboration.

You can pin conversations from Chats and Channels and to unpin you can go to My Pins and hover the conversation you want to unpin.

Chats

In the consolidated view, you will find My Pins, Conversations (Direct messages, Group chats, and channels), Threads, Muted conversations etc., inside the Chat module.

In the categorized view, you will find direct messages and group chats inside the Chat module.

Note:

  • You can send a direct message or create a group chat by clicking the + icon.

Channels

In the Channels module you will find list of all the channels you are a part of categorized under the specific channel type.

Note:

Consolidated options in chats and channels

When you hover over a chat or a channel, you will be able to find three options:
  1. Show info
    Here, you'll be able to view a quick overview of the conversation.
  2. More (three dots)
When you select more, you will find options specific to each type of conversation, such as chats, channels, threads, bots, or group chats. Below are the options available.
  • Mark as read/Mark as unread: If you have unread messages in a conversation, you can select Mark as read, or if you want to remove the read receipt for a message, you can select Mark as unread.
  • Mute conversation: This will mute all the notifications you receive from the conversation.
  • Pin/unpin: You can either pin a conversation, channel, or bot by selecting the pin option or select unpin to remove the pin.
  • Channel info: You will be able to view the detailed information about the channel.
  • Follow/Unfollow thread: Using this option, you can follow or unfollow threads.
  • Remove: You will be able to remove chats, bots, group chats, and threads from being displayed in the chats module.
  • Move to: You can move conversations from your pins from one folder to another using the move to option.
  1. Close
    Here you can close your conversation and remove it from being displayed in the navigation sidebar.

Bots

In the bots module you will find all the bots that you have created or subscribed to. In consolidated view, bots will be available under Contacts as a sub-category.

Note:

  1. You can create/subscribe to bots insides the Bots module by clicking the + icon. 

History

In the History module, you will find the logs of all the conversations, calls and recordings made. The module holds the logs inside the following categories - Direct calls, Meetings, Broadcast, Conversations and Sent Messages.

Phone

This module is available when your Cliq account is integrated with Zoho Voice.

Files

In the files module, you will find all the images,videos, audio and files shared across Cliq. The files are categorized as : Shared in Cliq, Taz, and Recordings.
  • Shared in Cliq - Images, videos, audio and files shared with or from you across Cliq can be viewed here.
  • Taz - Images, videos, audio and files shared to Taz can be viewed here.
  • Recordings - Recordings of meetings you were a part of or shared with you can be viewed here.

Calendar
In the Calendar module, you will be able to bring your Calendar interface inside Cliq to view and create your events.

Org
In the organization module, you can view Zoho People integration inside Cliq.

Tasks
In the Tasks module, you will be able to view Zoho Projects integration inside Cliq.

Notes
In the Notes module, you will be able to view Zoho Notebook integration inside Cliq.

More Settings
To customize your navigation sidebar or to view more apps, select the settings icon.
You will find the following options:
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  1. More apps
    You will find all the apps you've installed and widgets in the more apps section. You can add them to the navigation sidebar for easy access. You can also install apps from Zoho Marketplace.

  1. Configure Sidebar
    By clicking configure sidebar you will be prompt to the Profile & Settings, where you can customize your navigation sidebar according to your requirement.
  2. Night mode
    You can switch to night mode by enabling the toggle button available in the bottom-left corner of the navigation sidebar.

Note:

When you receive messages from channels/chat or you've missed a call, a notification count will appear on the respective module.