It is easy to work together with your teammates on Jobs with our Collaborator feature. 

Before trying to add a collaborator to a job, make sure that your teammates are already on Recruit CRM. If your teammates are not on Recruit CRM yet, you can invite teammates to join in a few seconds.

You can add collaborator on both Tasks and Jobs.

  1. Adding a collaborator to a Task:

You can add collaborators to existing tasks or while creating a new task.

Images below:

A. Adding collaborators to an existing task:

Click on Tasks and Appointments on the left bar. Select Tasks from the top right drop-down, a list of existing tasks will show up. 


Click on the pencil icon to the extreme right of any task to open the editor. A task form will open, Click on the collaborator section and type the first few letters in the name of the teammate you want to add. Click Update & you're done.

B. Adding a collaborator to a new task.

Go to Tasks and Appointments and click on "Add Task" button to create a new task.
This will open up a form, add the person who will work with you as a collaborator on the task.


You can also add Tasks by clicking on " + " button on the top right of your screen.


2) Adding collaborator on Jobs:

Go to Jobs - Click on a Specific Job - Choose edit option (click on the pencil icon on the extreme right) - Go to the Collaborators field and type the first few letters in the name of the teammate you want to add.

Images below:


Once you're done, your teammates will get an in-app and email notifications. 

Thats it! You're good to go now :)

Other related articles:
Creating Tasks


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