Collaboration

In the Collaboration tab, you can make notes and collaborate for the project.

The Collaboration tab displays all the work and communication done for a project. Here, you can do the following activities:

• Search: The search works on the content of the notes and collaboration message in the tab. It matches your query with all the content (that technicians have entered) to find the results.

• Filter: You can filter the activity items by their type. The following filters are available:

  Filter	Records Displayed
  All	Displays all activity items for the project, including both collaboration messages and notes.
  Collaborations	Displays only the internal collaboration messages posted by technicians. These cannot be edited or deleted once added.
  Notes	Displays only the internal notes added by technicians. Notes can be edited or deleted after being saved.

• Sort: You can sort all the items in ascending or descending order.

• Collaborate: You can collaborate with other technicians. You can start a message thread which is visible to other concerned people. You cannot edit or delete a collaboration message.

• Notes: You can add additional information about the project so that others can view the same. You can edit or delete a note.

Adding a New Collaboration

To add a collaboration,

1. Select the type of collaboration: Collaborate or Note.
2. Enter the body of the message. To mention someone in the collaboration message, press "@". You will see a list of available names. Choose the person whom you want to tag.
3. If required, attach files for reference using the Attach Files icon.
4. Once done, click Save.