Description
1. Training Structure
Required Materials
- Stable internet connection
- Zoho Cliq account (trial or business version)
- Up-to-date web browser or Zoho Cliq application installed
- Two screens recommended to follow along and practice simultaneously
Assessment Methods
- Hands-on exercises for each module
- Real-time feedback
- Skills validation quiz
- Final participant demonstration
2. Learning Objectives
General Objective
By the end of this training, participants will be able to use Zoho Cliq to optimize team communication and collaboration through discussion channels, integrations, and automations.
Specific Objectives
- Understand Zoho Cliq’s interface and main features
- Create and manage private conversations and team channels
- Organize and structure communication for better productivity
- Use audio/video calls and screen sharing
- Automate certain tasks with bots and slash commands
- Secure exchanges and manage user permissions
3. Training Content & Schedule
Module 1: Introduction to Zoho Cliq and Getting Started
Objective: Discover Zoho Cliq’s environment and understand its role in team communication.
- Overview of Zoho Cliq and its advantages over other messaging tools
- Navigating the interface: main menu, conversations, channels, notifications
- Account configuration and customization (profile, status, notification preferences)
- Practical exercise: Guided interface exploration and user preference setup
Module 2: Managing Conversations and Channels
Objective: Organize discussions and structure collaboration in Zoho Cliq.
- Differences between private conversations and public/private channels
- Creating, managing, and administering channels
- Using threads to structure discussions
- Mentioning users and using reactions for effective interaction
- Practical exercise: Create a team channel and manage permissions
Module 3: Real-Time Collaboration and Productivity
Objective: Leverage integrated tools for smooth, effective collaboration.
- Sending files, links, and documents
- Scheduling and integration with Zoho Calendar and Zoho Projects
- Launching audio/video calls and screen sharing
- Creating reminders and tasks directly from messages
- Practical exercise: Share files and start a video call with screen sharing
Module 4: Automation and Security
Objective: Optimize Zoho Cliq usage with bots and ensure secure exchanges.
- Using slash commands and shortcuts
- Introduction to bots and widgets to automate actions
- Managing permissions and channel access
- Best practices for securing exchanges and protecting data
- Practical exercise: Create a simple bot and set channel permissions
4. Evaluation & Follow-Up
Participant Assessment
- Skills validation at each module through practical exercises
- Skills validation quiz
- Final demonstration: managing a channel and interacting in real time with a bot and a video call
Training Evaluation
End-of-session satisfaction survey
5. Expected Outcomes
For Participants
- Master the use of channels and conversations in Zoho Cliq
- Effectively use collaboration tools (video calls, file sharing)
- Automate certain tasks to improve productivity
- Ensure secure exchanges and manage permissions
For the Company
- Improved internal communication and team responsiveness
- Reduced information loss through better discussion organization
- Smooth integration with other Zoho tools for optimized collaboration
6. Key Advantages of Videoconference Training
- Interactive training with practical exercises
- Step-by-step learning of essential features
- Focus on communication and organization best practices
- Adapted to participants’ specific needs
