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    Collaborate with your team
    • 16 Jun 2024
    • 1 minute read
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    Contents

    Collaborate with your team

    • Updated on 16 Jun 2024
    • 1 minute read
    • Contributors
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    Article summary

    The Collaboration widget on the homepage helps users track tasks and collaborations. It has two tabs: "Received" shows tasks needing attention and comments on hosted calls, while "Sent" displays collaborations with others and comments made. Users can manage the list by removing items individually or clearing all. The widget automatically removes items older than 60 days.

    On the right side of the homepage is the Collaboration widget - your place to stay on top of things that need your attention and where you've asked others to collaborate.

    This widget contains 2 tabs:

    Received

    See what needs your attention:

    • Comments on calls you hosted

    • Any time you were mentioned in a comment on any call or on an account, as well as new comments on accounts you follow

    • Times a call was shared with you

    • Scorecards filled out on your calls

    • Feedback requests

    Sent

    Follow up where you collaborated with others:

    • Comments you made on calls

    • Times you mentioned anyone else in a comment on a call or on an account, and any comments you made on an account

    • Your shared calls

    • Scorecards you filled out

    • Requests for feedback made by you

    Tip: Manage this list:

    • Click dismiss.png to individual items to remove them

    • Click Dismiss all at the top of the list. to clear the list

    Items older than 60 days are removed automatically.

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