Channels for Your Organization and How to Use Them

Channels for Your Organization and How to Use Them

Well hello there, people!

Channels.
If you've signed into Cliq and set up your organization, you're bound to have come across this word on the left side panel.
You probably know that channels provide a space for you to carry out conversations with your fellow colleagues on any topic, but do you know that Cliq has separate channels for every type of work that you may have to take up? No, really!
 
Channels can be classified based on their levels: 
 
1. Organization
As the name suggests, organization channels are for everyone in the organization. It is open to all users and anyone can search for and join these channels.
 
2. Team
Team channels are meant for collaborations within a team as only the team members will be able to view and join these channels.
 
3. Personal 
Personal channels as the name suggests are for your personal use. Only the users added in the channel will be able to view and take part in the conversations.
 
NoteOrganization and Team channels can further be classified into "Invite only" and "Open to all" channels.
 

Channels
Open to all
Invite only
Organization


Team


Personal
-


 
How can they help? Let's find out!
To know about how to create a channel, head on over to our help guide.
 
1. Want to include the entire office in your conversation?
Say you’re part of the HR team. Wouldn't it be awesome if you can create a space that’s open to everyone from your organisation to view and join, making it easier to send any important announcements or circulars? The mentioned example, "#Announcements" is also a special type of organization channel where you can restrict the members of your organization from being able to post anything on there. This means you can send out announcements to everyone without worrying about your information getting lost in the chatter. 
A channel that is open to everyone in the organization that they can join as and when they wish to is called an organization channel. For example, the channel #General, can be used to converse with everyone in the organization.



Now, wait. It doesn't end here.
 
You might have seen while creating a channel, an option to set it as "Invite Only".
Now, say a marketing campaign is planned and it requires contribution from people from various teams and roles, say from content to design and even web developers. Wouldn't it be cool to have an exclusive workspace for these people alone to collaborate and brainstorm? This is when you turn your channels into an "Invite Only" channel. For example, "#Marketing Campaigns". Now, you have a space to collaborate and work, exclusively open to only the people involved. 



2. Want to talk to just your team?
Let's say you're part of the Sales team of your organization and you would like to discuss with your team about deals and customer requirements. What do you do? 
Create a team channel, of course! For example, "#deals-won".
 
Team channels make it so much easier to have a conversation with just your team and not worry about having other members of your organization being privy to the same.



Can I collaborate with multiple teams?
Also a valid question. Say, you're part of the HR team and you've just recruited a bunch of new people. You need help from the Administration team to onboard them. To make sure both teams are on the same page, you can simply create a multiteam channel "#onboarding" with the HR team and the Administration team. So, now you have people from both the teams collaborating in one space. Sounds neat, doesn't it?

 

Moreover, just like in organization channels, you have the option of changing the team channel settings to "Invite Only" here as well.
 
 
3. Looking for an informal space to converse with your colleagues casually? 
Want to plan a team outing? Or simply looking for a space to talk about your favourite music? 
Voila--personal channels are what you should go for. For example, "#weekend outing"
True to its name, a personal channel is for unofficial purposes where you can have just a casual conversation with your fellow colleagues. 



 But why can't I just create an Invite Only Channel?
You may wonder this because why not simply create an organization channel and mark it as “Invite Only”, right? However, it has to be noted that an Invite Only channel at any time can be converted back to an “Open to all” channel whereas a Personal channel will always remain as “Invite Only”. Imagine if your #weekend outing plans were to suddenly come to open and have everyone in your organization be able to view the same. Not cool, right? This is where personal channels come in handy.
 
 
So there you go! These are the list of channels you need to get your work flowing. Do let us know in the comments below how channels helped you with your team collaboration!
 
 
Cheers,
Divya V
Zoho Cliq









      • Sticky Posts

      • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

        With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
      • New in Zoho Chat: Threaded conversation at its finest best

        Perform effective team communication in Zoho Chat with our new 'Reply' option.   Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads.   To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter.   Voila, that was pretty simple. 
      • Changes in Cliq iOS app notification due to iOS 13 and Xcode 11

        Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy.  Changes in iOS 13:  With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are not
      • What's new in Zoho Cliq - June 2020 updates

        Hello again, everyone! I'm back to share with you the recent feature improvements and updates that we've pulled together for enhancing your experience in Cliq. Here's what's new this June for you all in Cliq's web and iOS app! New on Cliq Web: Drag and drop files to a chat in your left side panel   Now you can drag and drop attachments from your open conversation window to a specific chat or channel in the left side menu without opening it. Swift up actions and collaborate efficiently with Cliq's
      • 4 Things You Should Do Once You Get Started with Cliq

        Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:   1. Invite your colleagues   Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?   To invite your colleagues to Cliq, head on over to the Admin Panel which

        • Recent Topics

        • Trello: Invalid Client - Client ID passed does not exist

          Hello, I am trying to authorize the Zoho CRM power-up in Trello but always land on the following page: I tried adding a trello client to the Zoho API console but this generated a different client ID to the one in the link of the page in the above picture.
        • Zoho Sprints - Q2 updates for 2025

          Hello everyone! We’re excited to share the latest updates from Zoho Sprints for Q2 2025! This quarter, we rolled out a few highly-requested features designed to enhance collaboration and time management across your projects. Here's a look back at the
        • CRM Email Insights Not Working - Status not Changing

          I used to be able to see if a customer opened/read an email in CRM, but I no longer get those status changes inside their record. I have everything enabled and I am sending the email from CRM. The experience center has the status' enabled as well. Any
        • The use of Ticket statuses

          When your support team mark a ticket "Closed" before I had a time to check what your team has done on the ticket - I have to consider this as you consider the ticket closed even if I dont consider it closed. Which automatically produce a negative sentiment.
        • "Replace" an existing version of CRM

          Hi all, I have a question, I saw an article about this once, but I now cannot find it. I am working with a client who has had their CRM in Zoho One built and extensively modified. But it is non-functional now, and rather than try and unpick the system,
        • Data Import From a private PostgreSQL RDS Instance

          Hello All, I feel like the problem I am experiencing has been seen before; however, I am having a difficult time finding any solutions. Hoping the community has some insights. I am trying to import data from a PostgreSQL RDS instance that is behind an
        • Assistance Required: Authentication Error When Sending Credit Application Form

          Hi, I'm encountering an error message that states: "Authentication unsuccessful – the user credentials were incorrect." This occurs when I attempt to send the credit application form to our customers. I've attached the form I’m trying to send for your
        • Missing Fields in Lead Conversion Mapping

          I’ve been using Zoho CRM since 2013 to manage leads and convert them into contacts and jobs. When I convert a lead to a customer, I create a new contact and a job. Previously, this process automatically transferred key information from the lead to the
        • Allow selection of select inactive users in User data fields

          Hello, We sometimes need to select a previous employee that has an inactive account in the User data field. For example, when doing database cleanup and indicating actions are done by a certain employee that weren't filled out when they were part of the
        • Connection to Zoho One

          My org has a Zoho One account, which includes Zoho Social. We are wanting to try linkthread. However, I want to make sure it is set up properly from an account perspective, as I have accidentally created Zoho accounts separate from Zoho One when I didn't
        • Ticket Automatically Created from Closed Chat

          Is there a way to prevent a ticket being create for every chat.... or at the very least have it automatically closed.
        • IMPORT INVOICES CSV

          Hi, Impossible to import invoices in Zoho books with a csv file. I have also tried with the template. My topic keeps getting closed but I did not get any answer Is there an issue with this fonctionnality ?
        • Related Lists in Email Templates

          Hi Zoho team, I would love to see a feature where related list information can easily be added to an email template (instead of mail merge). I have a client who books flights for their customers. They do this through a Flights module so all booked flights
        • Outlook plugin funktioniert nicht.

          DAs Outlook Plugin funktioniert nicht mehr. Ich werde aufgefordert, mich mit der App "OneAuth" anzumelden Intelligente Anmeldung per OneAuth funktioniert nicht zufreidenstellend. Nach erfolgreicher Anmeldungung mittels QR Code lande ich wieder beim QR
        • iOS App Version 3.0 - Customer list gone?

          Not sure when this changed, but I seem to have been updated to 3.0 for the phone app (on iOS). I'm pretty sure that I used to have a Customers button that allowed me, for example, to see what appointments a customer has. Has this disappeared or am I just
        • Zoho Signature, "For Demo Purpose Only Powered by Zoho Sign"

          How to disable this text on the documents for signature. "For Demo Purpose Only Powered by Zoho Sign"
        • Add Resource variable to notification email customisation for Event Type

          The notification email customisation feature for Event Type does not include a variable for the Resource field. Without this field, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings.
        • Can't find add role button, is iet st because I have the free subscription

          Trying to add my accountant in Zoho Books if I press the add accountant button, I get stuck as it says no such role exists, and won't let me continue, I can't find the add roles button, so I am stuck. Is it because I have the free subscription? Also can't
        • Calendar view all appointments in workspace

          In the Calendar page, add the ability to view all appointments in the Workspace. The Manage Calendars filter requires me to select at least one user or resource, and it only lets me select up to five of them. There's no filter option to view the entire
        • Tip #13: Identify where your bookings come from with Source Tracking

          Source tracking is the practice of identifying where your bookings originated. This is important, because online bookings come from a wide variety of sources like social media platforms, your website, email and ad campaigns, partner websites, organic
        • Unable to Add Notes

          I've had a user report that they are unable to add notes to account records. I attempted and found the same issue. There is no option to save the note.
        • Workflow Rule Alert Not Working

          I have a workflow rule set (that I've been using for years) that suddenly stopped working. Module - Leads Execute on - Create Alerts - Email Active - Yes When I create my lead I no longer receive my email notification. 
        • Unify Overlapping Functionalities Across Zoho Products

          Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
        • Assignment Thresholds Resetting After Lead Conversion

          Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically
        • Can zoho sign collect data feeding Zoho Sign?

          I m sending contracts to client who are not in my zoho CRM database yet. Can the data they enter in Zoho sign contract I send them, (that includes...) official company name address first name second name etc, ...Create or update a contact / account
        • IMAP ACCOUNT ACCESS PROBLEM

          Hi! I moved from Gmail some time ago to ZOHO. It works fine and it worked till yesterday. I found out that on my MAC OSX mail client I can not receive emails from ZOHO using IMAP. Gmail is set to IMAP and works OK. My company email account uses POP and works good as well. Is there anybody else who has such problem or this might be something with my email client...? I didi check for the settings but everything is as it was from the beginning. Honestly, I didn't change anything recently. It just stopped.
        • Modified approved time log

          I can’t seem to find a way to make change to approve time log entry. The case is the following. We pay the employees every 2 weeks, so employe A enter is time for the 2 weeks and then submit his timesheet. Now is superior approve the time he worked via
        • I want to Show the product list based on the drop Down

          in quotation app , amc form form i have Department drop down field and in subform i have loop up field item description taken from the anothe app PRO I want to show the product list look up based on the deparment selected example if they selected deparment
        • Inventory Barcode Creation - Add Picture of Item

          Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?
        • Shared Snippets Everyone

          Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets
        • Topics assigned to Contacts in Campaigns

          I have yet to find an efficient way to assign topics to contacts in campaigns with the new system in place.  We have daily contacts added to our system through various forms and we have to manually go in and add topics to contacts before each email campaign
        • Zoho CRM email formatting issues

          I have been having a hard time with formatting email templates. It feels like Zoho email is "fighting my edits." It refuses to change size, font, etc. Sometimes, the template looks great, then when the email gets sent, it looks completely different- some
        • Weekly Tips : Seamlessly collaborate with Share Drafts in Zoho Mail

          Ever found yourself stuck wondering how to get input on an important email draft without actually sending it? Maybe you want a teammate’s feedback or approval from your manager—without exposing sensitive info. Or perhaps you are working across different
        • How to Share a workdrive folder outside organization ?

          Hi, Earlier we were using Google Suite and were able to share the google drive folders with external organization ( Auditors , marketing collaterals ) as most of them had a personal gmail account they were able to access it without any issue. How can
        • Zoho CRM Account Duplication via Credit Application Form

          Hi, We send a credit application link to our customers via email, which is managed through Zoho Campaigns. When a customer submits the form, it automatically creates a new account in Zoho CRM. We would like to know how to stop this from creating duplicate
        • Flexible Milestone Invoicing

          If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, consider
        • The get records i am getting produts that show in the show in the sub form item list field

          The get records i am getting produts that show in the show in the sub form item list field if(input.Department != null) { // Get filtered records once creator_ptid = zoho.creator.getRecords("harshadgroup","item-master","All_Products","Department == \""
        • Add Zoho Form Submission as Attachment to Zoho CRM Deal using Zoho Deal ID

          Hi Zoho team, I have a Zoho Form in which one of the fields will be hidden but will be defaulted with the Zoho Deal ID. Once the form is submitted, I want to reattach the submitted form (and another uploaded file field) into Zoho CRM Deals record. The crazy part is that Deal Name and Stage are the only two fields available for mapping. I have the actual Deal ID. Why can't I just use that. Can you please fix it so that I can properly attach the submission using Zoho Deal ID instead of name/stage (which
        • Payment link showing as malicious

          We've had a few customers who have been unable to pay invoices as the payment link (the domain is zohosecurepay.eu) is showing as a malicious website in their browser. Could anyone help with this please?
        • Side bar menu

          It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !
        • Next Page