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Collaborate with your Team

Communicate with your team right where your work is being performed

Peter Novosel avatar
Written by Peter Novosel
Updated today

Communicate with your team seamlessly and efficiently right where your work is being done. Share ideas, ask questions, clarify details, or address issues—all without the need to switch to external tools like email or messaging apps.

Plan Availability

All plan types

Permissions

Guests, General Access, Solution Creators

Related Reading

Features of Team Collaboration

Collaborate in Context

  • Use comments directly on records or specific fields to engage with your team.

  • @Mention teammates to pull them into a conversation and assign actions.

  • Use the Open Comments feature in Grid View to quickly identify conversations.

Notifications

  • Every @mention triggers notifications in the Notification Center and via email.

  • Assigned comments appear in the recipient’s My Work section, ensuring visibility until resolved.

Managing Notification Settings

Customize your notification preferences to stay updated on important activities without unnecessary alerts.

Notification Options

You can choose to receive email notifications when:

  • A task is assigned to you – Stay informed about new responsibilities.

  • You are @mentioned in a record or conversation – Never miss important discussions.

  • A record you follow is updated or deleted – Keep track of changes that affect your work.

  • You receive an email in the Communication Center – Get notified of new messages directly.

Rich Media Support

  • Add attachments, emojis, images, or videos to make your communication more effective.

  • Use emojis to acknowledge or approve comments without typing a response.

Assign and Track Actions

  • Assign comments to team members to create actionable tasks.

  • Assigned tasks stay visible in notifications and My Work until resolved, preventing them from being overlooked.

Step-by-Step Guide: Using Team Collaboration Tools

  1. Open a record where you want to start a conversation.

  2. Navigate to the comments section or specific field for context.

  3. Type your message, @mention relevant teammates, and attach any necessary files.

  4. Assign the comment if action is required, and click Post.

  5. Monitor the conversation in Grid View or notifications.


Practical Scenarios and Use Cases

1. Departmental Collaboration

Scenario: The marketing team needs a shared space for campaigns.

Solution: Use comments within campaign records to coordinate tasks and share updates.

2. Issue Tracking and Resolution

Scenario: A developer identifies a blocking issue during a sprint.

Solution: Use comments to discuss the issue, @mention the project manager, and assign the issue for resolution.

3. Cross-Functional Teamwork

Scenario: Engineers and designers are collaborating on a new feature.

Solution: Share design drafts and code snippets as attachments within record comments to centralize communication.

Additional Tips

  • Use comments to replace long email threads, ensuring all relevant discussions stay within the context of the work.

  • Regularly check the Notification Center to stay updated on team interactions.

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