Getting started!

Welcome to collabee! We’ve put together this step-by-step guide to help you and your team get started with collabee.

For those that prefer a video guide, check out our getting started video below.

Step 1: Sign up

Imaging finally having all of your team’s communication organized by each of the issues that you address? That’s collabee. Start collaborating with your team by joining collabee on our main page with your work email.

We also recommend you download our apps for iOS and Android so you can use collabee wherever you go.

iOS app download

Step 2: Create projects and invite your team

Now it’s time to create project spaces!
Collabee is all about helping teams share and collaborate on various issues. To start discussing these issues teams should first create project spaces for their different processes, departments, office locations, or specific projects.

  • processes: Teams can create different project spaces to handle various everyday processes (i.e. new feature development, blog content creation, monthly closing, purchasing, etc.)
  • departments & office locations: Project spaces can also be created to discuss issues or make announcements related to specific departments or office locations.
  • specific projects: Teams may also see a need to create temporary projects to address all issues related to one-off projects (i.e. conference prep, seasonal campaigns, etc.)

Once you’re project is created invite your project members.

You can invite your team by either sharing the project link with them, via email, or by choosing from your existing partners.

Project Notifications: If you’re only passively involved in a project and prefer to check up on it once in a while, turn off the notifications for the projects so you don’t receive constant updates in your newsfeed. But don’t worry about missing anything important because you’ll still be notified if someone directly @mentions you, assigns you a task, or requests a decision from you.

Project Settings: The member that first created the project can access the project settings where they can change the project name, update the project sharing link, control security level of the project, archive completed projects, and control member access.

Project admins can assign other members as admins or revoke member’s access in the ‘Member Settings’ menu.

Step 3: Start sharing and collaborating!

Collabee is an issue based collaboration tool, and organizes all of the collaboration for each of the issues that your team addresses in a single post. To give you an idea lets we want to create a new landing page. In our ‘Marketing’ project we’ll start by sharing this issue by creating a new post.

Just like you would with email, enter a subject heading, and details of the issue that you’d like you share in collabee’s text editor. Let get the ball rolling on this landing page.

Posts are organized with the main issue and any related shared content on the left and collaborative discussions related to the issue on the right. All the collaboration that was needed to get our landing page up and running was organized in one easy-to-manage screen!

Add Events: Set deadlines, milestones, or meeting schedules related to this issue. All events created will be reflected in collabee’s calendar, which can be viewed by project.

Drag & Drop files: Share helpful files with your team by dragging and dropping them right into the post. All files shared are always connected to each post, and not floating aimlessly in some cloud storage space!

Assign Tasks: It’s a pain to have to use a totally separate productivity tool to manage your tasks. Collabee’s simple task management features are easy to use so you don’t have to flip from different platforms to manage your workflow. Tasks are also associated with each issue so you can see the full workflow from one screen.

No more useless chatter to filter through! Teams can discuss each issue as they occur through the live comments function. All discussions are focused and relevant to the issue at hand. The comment function also allows you to reference any of the shared items (events, files, tasks, etc.)

Limit your interruptions!! Sick of your inbox being bombarded with replies, or having to sift through countless lines of irrelevant messages, even though you’ve completed your part? You can now control your notifications by each issue. But don’t worry about missing anything important. You’ll still be notified if someone directly @mentions you, assigns you a task, or requests a decision.

Step 4: Getting to know your ‘Newsfeed’

Sick of not being able control which email threads you get notifications for? Or having to scroll through countless lines of chatter in messaging groups/channels to get the significant updates? We’ve felt your pain. This is why collabee’s newsfeed is designed to give YOU, the user, the power to control which issues you want to follow and which you want to monitor passively. Finally giving you the power to limit the time wasted on irrelevant interruptions, and allowing you to focus on getting the job done! Let’s take a closer look!

All updates (discussions, files shared, tasks assigned, events scheduled)for any of the projects or post that you are following are gathered in your newsfeed. So you don’t have to worry about missing any important updates. You can “check” off each of the updates to clear them from your feed. You can also postpone updates if you’d like to be reminded at a later time of your choosing by clicking the snooze button.

All cleared updates are stored, for you to browse later, in the left hand menu under either “checked” or “snoozed”. *** TIP*** Sometimes searching under “checked” feeds is fastest way for us to find older information.

As mentioned in steps 2 & 3 above, notifications can be turned on & off for each project (for those that you only want to monitor passively) or by each post (so you can limit notifications for the issues you’re not directly involved in). Also, don’t worry about missing anything important because even if the notifications are turned off, you will still be notified if someone directly @mentions you, assigns you a task, or requests a decision from you. You should establish a culture in your team with this in mind to further optimize your collaboration capabilities.

Step 5: Search with the fist thing that pops up in your head!

You’ve been there. Trying to search for something when you can’t quite remember a specific keyword or filename. You spend minutes, sometimes hours, trying out different search combinations, but still no luck.

Although you don’t remember a keyword, you might remember a task that you worked on previously, decision you made, or you’re more of a visual person and remember an image.

This is exactly why, when we created collabee, we wanted to give you a better way to search. A way in which you can use the first thing that you remember to search, even though it’s not a keyword or filename.

Use collabee’s ‘content menu’ to search based on a task you’re involved in, decision you’ve made, image, and of course file type.

The best part of facilitating all discussions and shared content through each issue is that all of the content in collabee is linked to the original post, so you can see the full history of what was discussed for each item. You’ll no longer have files floating around in your cloud storage space with no connection to the history of what was discussed regarding it.