Forums

Forums

If your team needs to communicate outside of the office, across vast distances, or with a lot of people, a forum is the perfect facilitator. With an online interactive forum, you can post a topic, discuss critical ideas and help retain knowledge in a central place. Any group project involves discussions, and unlike emails, all forum topics are available in a central location. Through forums, exchanging information with colleagues can make big ideas come alive.

Benefits

  1. Improve decision making through access to relevant knowledge.
  2. Interact with team members scattered across the globe.
  3. Escalate critical bugs and get a instant solutions from experts.
  4. Tap the knowledge, skills, and ideas in your team from a single place.

Start a New Discussion

Open a new thread and post an idea so your team members can participate and share comments, or post a review process and check your team's opinion before implementation. If you want to generate timely solutions, Zoho Projects lets you create an online group chat anytime.

Post a Topic

  1. Select the required project and then click Forums.
  2. Click New Forum Post in the upper-right corner, to create a new forum post.
  3. Enter the following information in the appropriate fields: Title for your forum, type a brief on your title in the Content section, attach files, choose a Category, enable the Make it as sticky post or Make this as an announcement, and select the users whom you want to notify on the forum post. You can also post forums as a Q&A session.
  4. Select a flag for the post. Posts can be Internal (only for project users) or External (for project and client users).
  5. Click Save to post the forum.

Q&A Forums

Q&A forums are ideal for people to ask question and have them resolved by other members of the project.

  1. Check the Post as Q&A box and then click Add.
  2. Post replies to Q&A forums as questions or answers. You can also add comments to the post. 

  1. Threaded view groups replies to comments/questions together and retain the flow of the conversation.

A new forum topic will posted and discussions can start right away. When you announce a forum post, all project users will be notified (client users will not be able to view announcements), whereas if you choose to make it a sticky post, it will only notify selected users. 

Edit/Delete a Topic

You can edit or delete the forum topic.

  1. Click the Forums module and you can view all the forum topics that you have posted. 
  2. Hover over a forum and the click   or  .

Associated Tasks

You can associate forums to tasks from the task details page. All tasks that have a forum associated with them will appear under Tasks.

  1. Navigate to a project and select the relevant task.
  2. Click on the task to open the task details page.
  3. Select Forums.
  4. Click Associate Forums.
  5. Select a Forum Category and then select the required forum(s).
  6. Click Associate Forums.


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