What This Feature Does and When to Use It
The Collaborator feature allows you to work with your teammates or teams on tasks and jobs. Once added, collaborators receive in-app and email notifications.
This feature is useful when you want to:
Collaborate with teammates or teams on tasks and jobs.
Keep relevant team members informed about tasks and jobs.
Include teams in performance reporting for jobs.
Before you begin
Make sure your teammates are already using Recruit CRM before adding them as collaborators. If they haven't joined yet, you can invite a teammate to your account.
Note: When creating a new task or job, the Collaborators field may automatically include the teams you belong to. You can add or remove teams as needed.
How to Add Collaborators to Tasks
Add collaborators to an existing task
Go to Tasks and Meetings from the left sidebar and select Tasks from the Sort By dropdown.
Find the task you want to update and click the pencil icon to open it.
In the task form, find the Collaborators field and start typing the name of the teammate or team you want to add.
Select the collaborator and click Update.
Add collaborators while creating a new task
Go to Tasks and Meetings and click Add Task. You can also click the + icon at the top-right of the screen.
In the task form, select the teammate or team you want to add as a collaborator.
Complete the task details and save it.
How to Add Collaborators to Jobs
Go to Jobs and click Add Job to create a new job.
In the job form, find the Collaborators field and start typing the name of the teammate or team you want to add.
Select the collaborator and click Save Job.
You can also add or edit collaborators directly from a job's details page.
Reporting on Collaborators
You can track collaborator-related performance from Reports → Team Performance Report.
The affected KPIs include activities such as Hiring Stages, Contact Stages, Contacts Pitched, Tasks, Meetings, Notes, Call Logs, Invoices, Placements, and other activities associated with the job or records.
Please Note: When a team is added as a collaborator on a job, the activity is reflected in that team's statistics. However, when an individual teammate is added directly as a collaborator, it will not be reflected in their statistics on the Team Performance Report.
Conclusion:
The Collaborator feature makes it easier to involve teammates and teams in tasks and jobs while keeping everyone informed.