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 can be found by clicking on your profile picture on your Cliq screen. Select "Users" and it will open a window containing the list of users in your organization. On the top right corner of the screen, click on the "Add User" tab. Type in the user details and hit on "Add User". The invite will be sent to them via email which they may choose to accept to join your organization on Cliq. 

For more information:  How do I add my employees on Cliq?

2. Organize the teams

 

Once you've invited your colleagues, it's time to group them according to their departments and the projects they're working on.  

Bear in mind that Cliq is pretty much like your virtual office space so now that you've set up your company and added your employees there, you can segregate them into their teams so that they can start working!

 

For example, if your office has a 'Sales' Team, you can create the same on Cliq and add all the members of the Sales Team to it. 

 

How do you do that? Go to 'Admin Panel' which can be found by clicking on your profile picture on your Cliq screen.  Click on 'Teams' and add as per your requirements. 

Learn more:  How to Create Teams on Cliq?  

3. Start Conversing

 

Alrighty, we're almost there!  

 

Now, say there's a new deal that the Sales Team has to work on. They'd need a space to work on-- from ideating how to proceed, discussing about their requirements with the product team to closing the deal. Now imagine that space on a virtual platform for the members involved to be able to discuss and brainstorm to no end even after office hours?

  

That's Channels on Cliq for you!

 

Create channels for any topic or event, add in people from your organisation and get your work flowing

To create a channel, click on the '+' icon near the search bar on the top of your Cliq screen and select "Create a Channel". A dialog box will open where you may enter the channel details such as name, type of channel, description, etc. Add in the channel participants and you're good to go!

 

There are four types of channels namely, Organization, Team, External and Personal. 

Read more about channels from here.

4. Stay notified on the move

 

Okay, you've now set up everything and your employees have the virtual workspace ready to get on their work. But wait, there is one more thing to do to get the power of instant communication. Do you want your employees to stay connected only when they use the desktop? Wouldn't it be great for them to have the communication going all the time even when they are away from their desks?

 

Not to worry because Cliq is now available on your smartphones and smartwatches on the go with the Cliq app that can be downloaded on both Android and iOS devices. Head on over to Playstore/ App Store and take your work with you to stay notified on the go! 

 

iOS

Android

So there you have it, the quintessential checklist to set up Cliq for your business! We'd love to know if there was anything else apart from the mentioned list items that helped you with your business collaboration. Do write to us in the comments below!

 

Cheers,

Divya V 

Zoho Cliq

• Topic Participants

• Divya V

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