Collaboration

The Collaboration tab allows you to create and participate in conversations directly within a record or task, helping your team stay aligned. Here’s how to use it effectively:

Creating a Conversation:

Click inside the Start Typing field to begin a new conversation.

You can add rich text formatting to your message using the toolbar below the text box, including options like bold, italic, bullets, links, and attachments.

Saving as Draft:

If you’re not ready to send your message, click the Save as Draft button (disk icon) to store your conversation for later editing.

Posting a Conversation:

When you’re ready to share your message with others, click the Send button (paper plane icon) to post your collaboration comment.

Collaboration Comments:

Posted collaboration messages appear in the conversation thread below the input field, showing the author, timestamp, and message.

You can mention teammates using @username to notify them directly.

Important: Collaboration messages cannot be edited or deleted once posted, preserving a complete conversation history.

Using the Note Tab:

Switch to the Note tab if you need to add internal-only notes that are not part of the conversation.

Unlike collaboration messages, notes can be freely added or deleted as needed.

This functionality ensures clear and auditable collaboration within your workflows, while also providing flexibility for adding private notes when necessary.