Work together effectively with shared tasks, messages, and project updates.
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Navigate to Team or Collaboration from the main menu. The team workspace includes: Activity feed showing recent updates, Team chat and messaging, Shared task board, Team calendar, File sharing area. This is your hub for coordinating with colleagues.
Communicate in real-time with team members: Send direct messages to individuals, Create group chats for teams or projects, Share files and links in conversations, React to messages with emojis, Search message history, Get notifications for new messages. Chat reduces email clutter and enables quick decisions.
Collaborate on tasks across projects: Create tasks and assign to team members, Set due dates and priorities, Add detailed descriptions and checklists, Attach relevant files and links, Comment on tasks for discussions, Get notifications when tasks are updated. Shared tasks keep everyone aligned.
Have contextual discussions on any record: Comment on projects, deals, invoices, etc., Tag team members with @mentions, Attach files to comments, Mark comments as resolved, Receive notifications for replies. Comments keep all context in one place.
Stay coordinated with a shared calendar: View team availability, Schedule meetings and events, Set project milestones and deadlines, Block out time off and holidays, Sync with Google Calendar or Outlook. Shared visibility prevents scheduling conflicts.
Work together on documents and files: Upload files to shared folders, Set permissions (view, edit, comment), Track file versions automatically, See who viewed or edited files, Co-edit documents in real-time (for supported formats). Centralized files reduce confusion.
Stay informed without being overwhelmed: Configure which events trigger notifications, Choose notification methods (in-app, email, mobile push), Set quiet hours to avoid after-hours interruptions, Customize notification preferences per project, Mute less important threads. Smart notifications keep you in the loop.
Monitor what's happening across your business: See real-time updates on projects, deals, and tasks, Filter activity by project, team member, or type, Comment on activity items, Get digest emails of daily activity. Activity feeds provide transparency.