Detail | Answer |
Plan Availability | All plan types |
Permissions | General Access: View and update your availability status. |
Overview
As a user, you can communicate your status to inform your team members whether you are:
Online and available
Occupied
Away
Availability Status can be viewed from any record preview or by checking profiles in the Member Directory.
Working with Availability Status
Viewing Team Member Availability:
From any record preview, see a team member’s availability status.
Check the Member Directory for a quick overview of all team members.
Status Indicators:
A green dot signifies a member is online.
A red dot signifies a member is unavailable.
Setting an Availability Status
Open Your Member Profile:
Go to your My Member Profile from the top-right dropdown menu.
Set Your Availability Status:
Click Set Availability Status from your profile menu.
Update Your Status:
In the pop-up menu:
Choose an Emoji or Symbol to represent your status.
Enter a custom status message (e.g., "At lunch," "On a call").
Set a timer to automatically clear your status.
Set an Expiration Timeframe:
Avoid outdated statuses by selecting a clear timeframe:
Default: "Don’t Clear."
Options: 30 Minutes, 1 Hour, 2 Hours, 4 Hours, Today, This Week, This Month, or a custom date and time.
Benefits of Availability Status
Real-Time Communication: Keep your team informed of your availability.
Convenient Updates: Easily manage your status from your profile.
Automation: Automatic expiration ensures your status stays current.
Practical Use Cases and Scenarios
1. Indicating Meeting Times
Scenario: A team member is in a meeting and wants colleagues to know they’re unavailable.
Solution: Set an availability status with an emoji (e.g., 🔔) and a custom message ("In a meeting") that clears after 1 hour.
Outcome: Colleagues know not to interrupt and can plan communication accordingly.
2. Managing Time Away
Scenario: A team member is on vacation and wants their status to reflect this without manual updates.
Solution: Set a custom status (e.g., "On vacation"), choose an emoji (🌺), and select "This Week" as the expiration timeframe.
Outcome: Automatic clearing ensures no outdated status lingers.
3. Keeping Team Members Updated During Work Hours
Scenario: A user steps away for lunch and wants their team to know when they’ll return.
Solution: Set the status to "At lunch," use an emoji (🍔), and set it to clear after 30 minutes.
Outcome: Team members know when to expect their return without additional communication.