When you first log in to Collavate, you can see the Home menu.
Collavate Home menu is a centralized team communication center. You can see the whole workflow of your domain, including ideas for ongoing processes, group posts and files.
You can check the Collavate Home whenever you want by clicking Home on the left.
Posts #
You can post notification or share ideas for your domain by sharing a post. Collaborate with your team by discussing through posts.
Some tips for posts #
- You can collaborate with both external and internal domain users by tagging other users. Write ‘@email address’ or ‘@username’ in the posts to mention.
- Click
to tag others.
Note: If you tag another user, the tagged user will receive an email notification requesting to participate in the post.
- Click
to set a deadline for a post.
- Click
to add attachment(s) to a post.
- You can set whom to share before posting.
- Click Post to share your post.
Notifications #
If you are mentioned in posts or if there is an update on workflow while you are away, you’ll get a notification message. You can check notification(s) by clicking Notification button located on top. Click on the notification message to go to the corresponding workflow.
Custom Settings #
You can personalize your Collavate including your personal profile, theme settings, notification settings.
1. On top right, click profile image.
2. Click My account.
You can also go to Change Settings directly by clicking Theme Settings.
Update Personal information #
Go to Change Settings
Personal Info to update your account information.
Change language or time zone #
Go to Change SettingsSettings to change language and time zone.
Change theme #
Go to Change SettingsTheme to change header or Collavate theme color. You can also upload a custom background image to change/delete the background of the Collavate console.
Change notification settings #
Go to Change SettingsNotifications to change notification settings for each event.
Note: Click Save when you finish setting.
