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 collaborators on both Tasks and Jobs.
Adding a collaborator to a Task:
You can add collaborators to existing tasks or while creating a new task.
A. Adding collaborators to an existing task:
Click on Tasks and Appointments on the left bar. Select Tasks from the top right drop-down and 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 the "Add Task" button to create a new task.
This will open up a form, and add the person who will work with you as a collaborator on the task.
You can also add Tasks by clicking on the " + " button on the top right of your screen.
2) Adding collaborator on Jobs:
Go to Jobs - Click on a Specific Job - Choose the 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.
Once you're done, your teammates will get in-app and email notifications.
That's it! You're good to go now :)
Other related articles: