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Help for users

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Getting started

Learn the basics in 3
minutes.

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Using heycollab

Learn how to manage work, your
team and files.

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Reporting & more

Learn how to track your team’s
progress and time

Getting started

Get up and sprinting in no time

Welcome

See how heycollab works and how it can help your team be more efficient.

Create a workspace

Learn what workspaces are, how to create one and how to get started assigning work.

Invite people

Learn how to invite people to your team and add them to a workspace.

Task Boards

Create tasks, set custom labels, see tasks in calendar or list view and more

Task Views

Learn the different task views and how they work

Organizing your tasks and columns

Learn how to manage, rearrange, organize and complete your tasks

Setting task due-dates and labels

Learn how to set due-dates and time for tasks and how to work with custom labels

Subtasks

Learn how to create, assign, track and manage your subtasks

Search and filter through tasks

Learn about the powerful search and advanced filtering options for tasks

Tracking your time on a task

Learn how to assign tasks & subtasks

Tasks & subtask links

Learn about how to share task and subtask links across workspaces

Assigning tasks & subtasks

Learn how to track your time across tasks

Task comments & feedback

Learn how the comments section on a task work

Customize your task-boards

Learn how to change the background of a board and how to set a task-cover

Task board templates

Learn how to create and apply task-board templates

Messages

Convert messages to tasks, comment on files and more

Messages Part 1

Sending and formatting messages, mentioning team-members, edit or delete your message, add reactions and save your message in your saved items.

Messages Part 2

Mark messages as unread, view read receipts, see team-member’s profile and send a message directly from your e-mail.

Messages Part 3

Create a task from message, attach files, folders and images with visual comments, search and filter through your messages.

About sidebar

Add members to a workspace, add description, change notifications, view activity log, my tasks and quick-view files.

About: Members

Sending and formatting messages, mentioning team-members, edit or delete your message, add reactions and save your message in your saved items.

About: Description

Mark messages as unread, view read receipts, see team-member’s profile and send a message directly from your e-mail.

About: Notifications

Customize how you get notified across workspaces.

About: Activity log

Keep track of actions members perform and audit across workspaces.

About: My tasks

Learn about private and public tasks.

About: Files

Access your folders and files without leaving the messages or task-board area.

Tracking time

Track your time, view and export time-reports and much more

Tracking time

Learn how easy and simple it is to track your time with heycollab

Editing a time-entry

Learn how to edit a time-entry or descriptions of time logged

Manual time-entry

Forgot to track your time? No problem! Learn how to do it manually.

Time reports

You can view reports on a task, workspace or team-wide level. Learn how in this video.

Export time-reports

Export time-reports as CSV for tasks, workspaces or team-wide.

Files & Folders

Create folders & sub-sections, add files, search, view and share

Upload files, create folders and share them with your team

Learn how to upload files, create folders with sub-sections and share them with your team globally

Work & My Work

All tasks assigned to you in one neat place

See what you and your team are working on

Here you can see all the tasks that are assigned to you and your team from across workspaces.

Saved items

Learn the task-boards section

Save messages, tasks and files

You can save messages, tasks and files across workspaces to come back to later. Only you can see your saved items..

Notifications

View all your notifications and respond contextually without leaving a workspace

Keep track of what’s new

See all your notifications and respond directly from here across workspaces.

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