Collaboration Tab of the Projects Form

If you enable Collaboration Business integration, you can use the Collaboration tab to share information and collaborate with team members through conversations related to the current project. This promotes greater communication and increased productivity.

Contents

When you start a conversation on the Collaboration tab, a Collaboration space is created for the project. A space is an area where you can collaborate on tasks, events, and files, and where you can also conduct conversations with team members. Team members will only be able to see spaces that you have in common with them.

Field

Description

Start Conversation

This button displays when a conversation does not yet exist for the current project. Click this button to open a chatroom dialog box and begin a discussion related to the current project. The first time that you start a conversation, the following occurs: A Collaboration space is created for the project. All employees on the Team tab who have record level security access to the project are assigned as space owners. If the Team tab has no employees listed, you are prompted to add an employee.

Conversations Grid

This grid provides a list of all conversations that were created for this project.

Much of the information for Vantagepoint is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

Field	Description
+ Add Conversation	Click this option to open the chatroom dialog box and add a new conversation for the project.
Search	Use the search field to search for conversations related to the project.
All	Use this list to limit the conversation's search results. For example, to view only those conversations that are marked as favorites, select Favorites from the list.