Intro to Heycollab
Learn the basics in 3 minutes.
Welcome to Heycollab
Welcome to Heycollab
Your Heycollab Workspace is the single place for your team and your work. This guide is for you, and we’re glad to show you the tools you can use to keep your team on track and productive.
Your work will be organized into a Workspace that will keep all your tasks, comments, and files quickly accessible. Set up a Workspace quickly with these easy steps.
To stay informed on your team’s progress, use the Work tab.
This provides an admin a bird’s eye view of what your team is actively working on, and with a click on My Work you will get a snapshot of just your assigned tasks.
Tracking time is built into every task for quick access, simply hover over the task and click the play button to start!
And when feedback is needed on shared images, your team can add visual feedback for quick collaboration.
Follow this guide to get started empowering your team’s workflow with Heycollab!
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.
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”.
This governs who is able to see and join into the Workspace.
5. Click Create Workspace!
You are now ready to start adding Tasks and inviting your team to the Workspace.
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 “Add People”.
In the left hand column click the “Add People” button below the Workspace name.
2. Enter the User’s email address.
Type in the user’s email address and select the Workspace you want them to join.
3. User is sent an email invitation.
They will open the email and click to join.
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.