Communicate, collaborate, and drive projects to success with the Zoho Cliq - Zoho Projects integration

Communicate, collaborate, and drive projects to success with the Zoho Cliq - Zoho Projects integration

Context switching between apps is a problem you shouldn't have to deal with. Let's say you find a new project issue or want to add a task in Zoho Projects. You should be able to do both of these tasks right from where you're already collaborating. Thanks to Zoho Cliq's new integration with Zoho Projects, you can now manage your project issues, tasks, and milestones from right inside your chat window.



Steps to install the extension


The Zoho Projects for Zoho Cliq integration is available for installation in Zoho Cliq Marketplace. 

  1. Go to marketplace.zoho.com/cliq
  2. From the app listing, select Zoho Projects for Zoho Cliq
  3. Once you land on the Overview page, click on the Install button
  4. Click Continue in the consent pop-up and click on the Install option to proceed. 
  5. Here, choose if you'd like to install the extension for the entire organization or only for your team. (This option will be visible only if you're an admin of the organization. In case of non-admins, you can install the extension only for your team.) 
  6. Upon installing the extension, you will be subscribed to the @Projects Bot by default. You can then set up and configure the bot as per your preference! 
Now that you've installed your extension successfully, dive in and discover what it holds for you and your teams!

@Projects Bot


The @Projects Bot is packed with features including bringing real-time updates of issues and tasks assigned to you, quick access to your current issue or task list, project insights, and more. 

  • Initial configuration

Upon installing the integration, use the Configure menu action to connect the bot to a Portal and Project of your choice and receive real-time project updates. 



  • My Bugs 

See the list of issues assigned to you, view existing comments, or add one! 



  • My Tasks

Access your task list and view information about each task in detail including status, due date, priority level, and comments. You can also mark a task closed right from Cliq. 



  • Stats 
Track your performance with detailed reports on tasks and issues you've worked on. 



  • Automated alerts

Associate a channel in Cliq with a project of your choice to receive alerts and weekly project statistics from @Projects Bot. The bot notifies you of any unassigned project issue directly in the channel and adds an option to Claim the issue as well. The issue's status can then be tracked right within the channel. 



Message Actions: Create task, Add Issue


Take action and follow up on important messages in any conversation by adding them as a task or issue, assigning users, and setting deadlines. 



/projects


Use the /projects command as a shortcut to view your tasks or a team member's tasks in any chat window! 




For detailed step-by-step instruction on how to set up, install, and use this integration, head over to our help documentation  

See the integration in action 


Tune into our live webinar, this 23rd May to learn how you can drive your projects to success using this integration. We're always looking for feedback so let us know what you think in the comments below!  


Best,
Manasa
Zoho Cliq








      • Sticky Posts

      • Communicate, collaborate, and drive projects to success with the Zoho Cliq - Zoho Projects integration

        Context switching between apps is a problem you shouldn't have to deal with. Let's say you find a new project issue or want to add a task in Zoho Projects. You should be able to do both of these tasks right from where you're already collaborating. Thanks to Zoho Cliq's new integration with Zoho Projects, you can now manage your project issues, tasks, and milestones from right inside your chat window. Steps to install the extension The Zoho Projects for Zoho Cliq integration is available for installation

        • Recent Topics

        • Calendar - "pop up" locations

          One of the attractive features of google calendar and outlook calendar is that locations for events will start to automatically populate the location drop down menu as you type. Adding this feature to zoho calendar would be the final feature i need.

        • Using Zia in Zoho Sheet data to research the internet and return answer to a cell in Zoho Sheet

          I'm trying to see if Zia (connected with OpenAI key) can take data parameters stored in a Zoho Sheet to conduct research out on the internet then return an answer into the same Sheet. I'm trying to do the equivalent of using something like the =AI() function

        • [Free Webinar] Learning Table Series - Creator for the Education Industry

          Hello Everyone! We're thrilled to invite you to the Learning Table Series—a year-long initiative to demonstrate how Zoho Creator can transform industries with innovative and automated solutions. Each month focuses on a specific industry, and this time,

        • Remove the [## XXXX ###] from subject replies

          For our organisation we would like to have the [## XXXX ###] removed from subject replies. Cheers, Jurgen 365VitaalWerken

        • Self Client Authorization Issue

          Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"

        • How Can I Easily Access and Manage My GEPCO Online Bill Using Zoho Sheets?

          Hello everyone, I'm looking for an efficient way to access and manage my GEPCO online bills. I've heard that Zoho Sheets can be a powerful tool for organizing and tracking bills, but I'm not sure how to set it up for this specific purpose. Does anyone

        • All notes disappeared

          I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

        • How to add tags to a record with jS SDK 1.2/ZohoEmbededAppSDK

          Hello Is it possible to add tags to a record with jS SDK : https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js ZOHO.CRM.API.updateRecord Thanks for insights

        • URGENT: Zoho Forms reCAPTCHA v2 Spam Issue

          Hello Everyone, We are encountering a critical issue with Zoho Forms despite having reCAPTCHA v2 enabled. Our business is accessibility-focused, and we are receiving a high volume of spam submissions, which is significantly affecting our workflow and

        • View all Products by pipeline deal

          Very good CRM I use it everyday only problem is modules not being interconnected especially products module. The main problem of products module are separated from contacts and company modules and only being connected to the Deals module. This way there's

        • Add "Lead Image" in Bulk?

          Each of our Leads is accompanied with a URL containing a photo of the lead when they come in. We currently have to manually download then upload the photo to the lead. This is a HUGE waste of time. Is there any way to AUTOMATICALLY add the photos to the

        • Map fields from CRM record to Finance Suite/Books Invoice fields

          I'm trying to auto-fill unique record specific field inputs that I have in my Contacts and Deals modules onto Invoices created from the record's finance suite related list upon creation.  One example is a field called "Job Number" that I have in my Contact

        • What's New in Zoho Analytics - December 2024

          Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded

        • trying to access CRM Variables with JS SDK

          Hello i built a widget with Sigma, i create CRM VARIABLES in custom properties. I try to access them in function : ZOHO.embeddedApp.on("PageLoad",function(data) with : ZOHO.CRM.CONFIG.getVariable("mycrmvariable").then(function(data){ console.log("mycrmvariable

        • Writing on sketch cards is bugged when zoomed in

          When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.

        • Private Project

          Hi, I would like to know if a user can create a Private project that only he's able to see it. Not even the ADMIN user. Thanks

        • Accordion in tabs to create FAQs, etc.

          Accordion elements do not seem to be able to be placed in the tabs. It would be useful to be able to do this. Thank you.

        • Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)

          Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisites

        • Zoho Projects 2024 Recap

          Dear Users, As we conclude another remarkable year, it's the time to reflect on the journey we've just completed. The year 2024, defined by significant milestones, challenges, achievements, and important lessons. Every moment has contributed to the story

        • Custom Fields at Line Level

          Hi, is there an ability to add custom fields at line level? I need to track the start and the end date for each product within an invoice and I can't seem to find an option to do this.

        • Zoho API Error Code 7019 when adding job.

          Hello, I am following the documentation found here. https://www.zoho.com/people/api/timesheet/adding-jobs.html Regardless of how I try and post the data (including just using the example requests), I receive back the response {'response': {'message':

        • How to see changes with ZOHO.CRM.API.updateRecord(config) without reload page

          hello got a widget in account, trigger with a button i copy data to account when click on a button, in my popup All is working well. But i need to reload the page to see the update. How can i see the changes without reloading page, only when close the

        • How to call a Creator function which is in a different Creator application?

          How to call a Creator function which is in a different Creator application?

        • Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked

          My account is mino@flawless-frames.com, or flawlessframesstudio@gmail.com Could you please unblock my account, I've got restricted from sending more emails

        • Stock Count

          The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important

        • Move a Contact from Current Account to a NEW Account

          I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years and had this functionality20+ years ago in other CRMs.  In the real world people move from one organisation to another. In the sales, finance and technical world it is nice to see the communication history with that person in their old account and also

        • Force Specific Layout for CRM Contacts Portal

          Hello: We're in trial on ZOHO One and looking at the CRM Portal (just for the contacts module). We have a client layout set up for Contacts that is working well for our internally, but for the portal we don't want to require (make mandatory) some of the

        • Automatic Removal of Departments and Groups for Inactive Employees in Zoho One

          Hi Zoho One Team, We hope you're doing well. Currently, when an employee is marked as inactive in Zoho One, they remain listed as a member of their department and associated groups. This creates a challenge in maintaining accurate records and ensuring

        • Change eMail Template for Event-Invitations

          Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg

        • Zoho Social integration with Zoho Flow

          Is there any plans for Zoho Social integration with Zoho Flow?

        • Zoho CRM Widget and translations

          Hi everyone! We're building a Widget with zoho-extension-toolkit, how is localization supposed to work? "zet init" created a translations/en.json file, but what should go inside it and how is it supposed to be accessed from the Widget/javascript? Thanks

        • Bienvenue à Zoho FSM : l'optimisation des opérations locales qui offre une expérience de service impeccable

          Nous sommes ravis de vous présenter Zoho FSM, la plateforme de gestion des services terrain de bout en bout. Les solutions de gestion des services locaux s'adressent aux organisations qui effectuent des activités d'installation, de réparation et de maintenance

        • Adding tag to specific record as an acion in a workflow

          Hi! I've created the following workflow in the module 'Leads'. When a record meets the criteria, there should be a tag added to the specific record in the module 'Contacts'. In the module 'Leads', there is a look-up field named 'Kandidaat' which is connected

        • Trying to catch error with ZOHO.CRM.HTTP.get (Response Code)

          Hello, I'm trying to get response header from ZOHO.CRM.HTTP.get, in order to catch error like 404 or something else but it seems that ZOHO.CRM.HTTP.get() method only returns the body of the response, and I see no way to access the headers returned. Is

        • FSM - How to ADD PHOTOS to Estimates & Invoices

          How can you add photos to estimates and invoices that are being emailed to the client so the can see what you are estimating and your completed work?

        • Free developer edition of Zoho CRM

          A question for Zoho and other developers: How can you set up a demonstration version of a Zoho CRM implementation to show employers/clients what can be achieved? Do you pay for Zoho CRM Enterprise/Zoho One for this purpose? Does Zoho offer a free version

        • Can I add Conditional merge tags on my Templates?

          Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

        • Where are scheduled emails stored?

          After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answer

        • CRM Home Page Dashboard, how can i add zoho desk cases?

          How can i see which tickets are in my group as a dashboard component on the home tab in zoho crm? I don't see any way of adding this.

        • Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script

          Good day, We have added a new module with a Multi-Lookup relation to Contacts.  When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.html

        • Next Page