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

    • CLIENT PORTAL (If clients can place orders directly on the portal)

      Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.

    • Portal Default View

      Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.

    • Macro Email to be determined by a ticket field

      Hi, we are a commercial energy brokerage and are implementing Desk as our helpdesk tool to replace manual emails, personal whataspp and telephone. We have setup a macro rule when we can trigger an email, update ticket status and trigger a task.... but

    • Welcome Link Expired

      Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>

    • Zoho expense linked with Campaign instead of customers

      Hi, Is there a development planned for linked an expense or a report to a zoho campaign? Indeed, suppose I created a campain in which I add different clients (for example a trip to a foreign country where I meet 3 different clients), I would like this campaign to be linked to the expenses I have. Say I have a plane ticket, taxis and 1 hotel night, I would like those expenses to be linked to the 3 clients. With Zoho expense, it is not possible at the time (or maybe it is but I do not know how!). thanks

    • 🎄 Jingle, Mingle, and Automate: Spread Christmas Cheer with Zoho Desk Auto-Replies! 🎄

      Hello Everyone! Welcome to this week's episode of the Community Learning Series. Christmas is in the air, and I’m sure we can all feel the jingle and the mingle of the season! The folks at Zylker Techfix are no exception—they’re busy with holiday plans

    • Adjusting Physical Inventory

      Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

    • Print PO receipt

      Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have

    • Create a purchase order in vendor's currency

      I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in

    • Work Orders / Bundle Requests

      Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

    • Getting error during inserting a record in form of zoho people using zoho api

      import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_name

    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

    • Change script to add fields

      Hi, I have a custom function (writen by a different implementation company in the beginning) which I would like to edit to add a different field as well. Can't get it to work on my own though. - The script now adds the address fields to a new quote (needs

    • 1 API to all channel

      hi zoho team: I am the product manager of anywheel, we are planning to integrate zoho, we want to integrate multiple channels through 1 API, please can you send me the integration document and guideline?

    • Revamped Print in Zoho Sheet—customized for paper

      The latest enhancements to Zoho Sheet's Print settings allows you to print a worksheet or a selected range, with customizations that make the data comprehensible, even on paper.   Customize header and footer Make your spreadsheets meaningful with a relevant header and footer. You can now choose to display the file name, sheet name, current page number, total pages, date, and time as the header and footer in your print view. Besides the predefined elements, you can also give a custom text for header/footer.

    • Adding Bluesky channel

      Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you

    • How Can i put a form in Zobot

      Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !

    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

    • message on click of button

      Hi, i added insert task on 'Quick view' below  'Action'  of report just below 'Delete' button,  so i am trying to add a message on click of button that, "This item is now added into Pending Request" like this .... So, how can i achieve this ; because

    • Is it possible to disable Chat Waiting Time, or to make it indefinite?

      We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff

    • Is Drawing feature supported in zoho Sheets?

      Is there any option to draw arrows and some basic shapes such as circle , rectangle etc in zoho sheets? if so, can someone help me find it 

    • Access CRM Variables from Formula field

      Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?

    • Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts

      Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger on

    • Super Admin login to delete certain folders and passwords and clearing the trash folder, they are still appearing on my dashboard

      Hi Zoho Team, I need help with an issue I've encountered. Despite using the Super Admin login to delete certain folders and passwords and clearing the trash folder, they are still appearing on my dashboard. I would like to understand why this is happening

    • Pulling Specific Products from Sales Orders in Books to a CRM Record

      We currently process orders directly through our website (woocommerce) as well as through manual sales orders in zoho books. When an order comes through the website, all of the individual products from that order show up in the CRM record of that customer.

    • Automatically add a retainer to every estimate

      Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,

    • Clear String field based on the value of other field

      Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this

    • Custom Deal Name in Lead Conversion Mapping

      I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be

    • Within the Basic KPI component in Analytics, it is impossible to set "next" day range as a filter

      Hi there, I am currently setting up a deal dashboard for the Sales team. While it is possible to filter deal records to show records that were created LAST X days only, it looks like a NEXT X days Closing date filter is not available. Would it be possible

    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

    • For each loop with available time slots

      I am very new to Deluge, and this question was unable to be answered by Zoho Creator tech support upon request. Task at hand: I have a Form with 4 fields: - Date Start - Date End - Dropdown: Time Start: contains time slots (12:00PM, 12:15PM, etc) - Dropdown:

    • Can we have Backorder Management ?

      Can we have Backorder Management ?

    • Converting Amazon Sales Order to Invoice

      Hi there, We need  advice on the Amazon integration with Zoho Inventory. Now, we want to convert all the Sales orders synced from Amazon to Invoices. We want also to include and record the Amazon fees associated with the sales (Amazon fees, FBA fees, Cost of Advertising etc.) However, Sales order only captures the sales proceeds (Gross Sales) in Zoho Inventory. Does anyone currently work with Amazon and can suggest how to correctly process the sales and Amazon payments through Zoho Inventory and

    • Zoho Inventory | Can't uncheck/turn off Advance Tracking

      Hi, I wanted to know if there's a way to turn off Advanced Tracking (such as Serial Number or Batch Tracking) for an item in Zoho Inventory. I’ve read that you might need to delete associated transactions and clear the opening stock to disable these features.

    • Landed Cost application to Vendor Bills from dropship Purchase Orders

      When trying to apply a Landed Cost to a Vendor Bill generated from a dropship Purchase Order, the Landed Cost pop-up window generates a message that "Landed Cost cannot be applied to Bills from dropship Purchase Orders" when trying to save the landed

    • Condition-based data sharing rules are now available in CRM

      Dear All,   We are excited to introduce a much awaited feature: condition-based data sharing rules. We'd love to explain more about this enhancement.   Specify record conditions in data sharing rules Data sharing rules enable you to share all the CRM

    • 2 serial numbers for 1 item (Mac address and Serial number)

      There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers

    • Zoho Projects Roadshow, USA - 2024

      Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutions

    • [Zoho Writer Webinar] Tips on collaboration control in Writer

      Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of October 2023: Tips on collaboration control in Writer. This webinar will help you understand the various features available in Writer to control collaboration. We'll

    • [Zoho Writer Webinar] Working with tables in Zoho Writer

      Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of September 2023: Working with tables. This webinar will help you understand the various ways you can use tables to meet your specific needs. The webinar will take

    • Next Page