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Adding collaborators to tasks and jobs
Adding collaborators to tasks and jobs

Learn how to add your teammates or team as collaborators to tasks and jobs.

Divya Utreja avatar
Written by Divya Utreja
Updated over a week ago

Collaborating with your teammates on tasks and jobs is a breeze with our Collaborator feature.

Before you add a collaborator, ensure that your teammates are already using Recruit CRM. If they haven't joined yet, inviting a teammate takes just a few seconds.

  • When creating a new job or task, the system will automatically populate the Collaborators field with the teams you belong to. You can then choose to remove or add additional teams as needed.

  • Once you add your teammates as collaborators, they will get in-app and email notifications for it.

🗓️ Adding collaborators to a task

You have the option to add collaborators to both existing tasks or when creating a new task.

Adding collaborators to an existing task

1. Navigate to the Tasks and Appointments section on the left sidebar and select 'Tasks' from the 'Sort By' drop-down on the right and a list of existing tasks will show up.

2. Click on the pencil icon located to the right of any task to open the editor. This will open up a task form.

3. Within the form, locate the collaborator section and begin typing the name of the teammate/team you wish to add.

4. Once selected, click the green 'Update' button, and you're all set.

Adding a collaborator to a new task

1. Navigate to the Tasks and Appointments section and click on the "Add Task" button to create a new task.

2. In the form that appears, you can designate the teammate or team who will be collaborating with you on the task.

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

💼 Adding collaborators to a job

You can collaborate with your teammates or teams directly when adding or editing jobs.

1. Navigate to Jobs and click on the 'Add Job' button to add a job:

2. Within the form, locate the Collaborator section and begin typing the name of the teammate/team you wish to add.

3. Hit the 'Save Job' button to save your changes.

You can also add/edit job collaborators with a line edit within a job's details page:

📊 Reporting on Collaborators: Analyzing Impact and Insights

Along with the user performing the action, you can track your collaborators' performance in the Reports section, under the Team performance report.

Key Performance Indicators (KPIs) for team performance affected are:

  • Billable Revenue

  • Cash Collected

  • Jobs Added

  • All Hiring Stages

If a "team" is added as a collaborator on a job, the same will reflect on the team's statistics in reports.

However, it is important to note, that if a "teammate" is directly added as a collaborator, the same will not be reflected in their statistics on the Team Performance Report.

Hope this helps!

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