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Getting Started In Heycollab: Your First Week

September 29, 2017

Heycollab, the project management tool that allows agencies, teams, and businesses to simplify their work with tasks, chat, calls, time tracking and more can also add transparency, productivity, and creativity back into your (virtual) office. What might it look like when you’re getting started in Heycollab project management tool?

Just like how allocating money into a savings account, eating your vegetables, and drinking enough water every day sometimes can seem like pulling teeth, change can be hard. Expect a learning curve and a period of time while teammates adjust to this new way of conducting business. Here are some simple and quick ways to add Heycollab into your daily process so people will be a pro in no time.

Keep it simple.


Getting started in heycollab
Managing the app details’ ins and outs may take time to become acquainted with. Start small and give Heycollab a try with a smaller project that may have some deadline flexibility. Share upfront with co-workers that tasks and information for this project will be exclusively shared on Heycollab. As co-workers become more and more accustomed to the layout and the design features, they’ll be more apt to get on board once they see how simple it truly is.

Keep talking.

getting started in heycollab 1
One way to make sure everyone is on board is to keep the conversation going. Keep talking within the business channel team messaging and see that each participant responds. If anyone has questions, having them ask them within the parameters of Heycollab and sharing the answer in the community thread is one way to educate the group as a whole. Upload relevant documents to the correct threads and project workspaces and assign simple tasks to certain workers so they can mark them done relatively quickly. Daily check-ins and fun discussions are totally appropriate and will keep co-workers coming back for more.

Keep planning.

getting started in heycollab 2
As Heycollab becomes more and more prevalent within your work and teams, work to expand its scope. Encourage others to jump on board, and even if they are not an essential element for certain projects, make another workspace so everyone is included. Try to have Heycollab become a company-wide interface where everyone can work and communicate collaboratively.

For more information on Heycollab project management tool and how to get started, check out this video for a quick product demo or visit our help center.

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