Intro to Heycollab
Learn the basics in 3 minutes.
Create a workspace
Create Your Workspace
Your Heycollab workspace is where people can work together, connect all their tasks, and send the information they need to do their best work. Use the specific steps below to create your workspace and get started with Heycollab.
1. Click the Add Button on the Workspace title.
Click to allow you to name your Workspace.
Follow the instructions on naming the workspace by adding team members, or inviting new team members to this workspace. Settings provide selections to allow your team members to see messages, tasks, and files.
2. Add a Workspace Name.
Name your workspace so that you and your team can easily determine what type of work will be completed here.
3. Add a description.
Include any important details needed or special instructions like login information that the team might be regularly using to complete their work.
4. Select to make the Workspace "Public" or "Private" and add members or invite new users to the workspace.
This governs who is able to see and join into the Workspace. If this step is skipped- later the administrator of this workspace can add members or invite new users.
5. Ready to Create Workspace!
You are now ready to start adding Tasks and inviting your team to the Workspace.
If you created a workspace by mistake or decided to delete it later- right-click on the workspace you desire to delete and select “Delete Workspace”.
Once again there are a few things you can do with a workspace:
1. Add to Favorite
2. Move the workspace
3. Workspace Settings- change the settings of the workspace
4. Change notifications
5. Workspace E-mail
6. View the Timesheet
7. Export Timesheet
8. Export Conversation
9. Delete Workspace
In order to delete a workspace, there are 2 ways to do so, one is from the dropdown as you hover over the workspace and right click; the second is from the far right side on top, selecting the more icon- 3 dots and that will also give the user the ability to delete a workspace.
Hope this helped you learn more about how to become an efficient team!
Invite your team
Invite Your Team to Your Workspace
Maximizing the power of your Workspace begins with adding in your team members.
This will allow you to send them direct messages and assign them Tasks specifically.
Follow the steps below to add in your team!
1. Click “Invite new people”.
In the left hand column click the “Invite new people” button below by the Profile image.
2. Enter the User’s email address.
Type in the user’s email address and select the Workspace you want them to join.
You can add up to 5 e-mail addresses and copy the link for the invite as well.
Joining a Team
How to Join a Team
If you’ve been invited to a team in Heycollab, follow these simple steps to join:
Open the e-mail invite and click the Join Now button (if you have not received an invite, check your junk-mail folder)
Clicking on the Join now button should bring up this page, if it does not, make sure you are not logged in to Heycollab. If you are, simply log out, open this e-mail and click the “Join Now” button.
Once you filled out the form and submitted, you should be directed to heycollab. Now you can start collaborating with your team.