Collaborating with your team

Collaborating with your team

Plan

Free and Professional

User Permissions

Manager and Editor

Platform

Web, Android, and iOS


Easily assign tasks to your team using the collaborator field type.

Add collaborators

  1. Click the + icon next to the field header to add a new field.

  2. You can also add a field by clicking Manage Fields in the view bar and then clicking the + Add Field button.

  3. Choose the collaborator field type. The collaborator field allows you to directly assign team members to a record.

    1. You can also enable the option to add multiple users to a single record and notify the users when they're added to the record.