How to use Collaboration Features
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Collaboration allows you to share, work with, or assign tasks to others, whether they're family members, friends, business partners or employees. This is a great way to keep you accountable and/or organized as you work on achieving your goals and building new habits and routines.
6 TYPES OF ITEMS YOU CAN SHARE
- Goals
- Activities
- Routines
- Habits
- Notes
- Diary Records
3 COLLABORATION TYPES:
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Share
Share a goal/activity/note/diary record with another person. They will be able to see your details but can not make any changes to the activity. You remain the owner; your shared partner has "view-only" access.
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Collaborate
The "Collaborate" status allows you and the person(s) you've shared the item with to have full access. You both have "owner" privileges. You collaborator(s) can see, edit and update a common goal/activity/note/diary record.
Assign
When you "assign" a goal/activity/note/diary record to another person, you are transferring ownership to them entirely. They will become the new owner of the iten and you will only then have "view-only" access.
COLLABORATION STATUS BADGE
Goals/activities/notes/diary records that you've shared or collaborated with someone on will be represented by a badge in the top right corner of the card.
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- Share - Goals that you Share with someone else, and goals Assigned to you, will be displayed with a BLUE badge. You are the owner of these goals.
- Collaborate - Goals that you Collaborate with someone else on will be displayed with a BLUE badge. You and the collaborator(s) are the owner of these goals.
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- Assign - Goals that you Assign to someone else, or which someone else has shared with you, will be displayed with a GRAY background. You are not the owner of these goals and will not be able to edit them.
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2 WAYS TO ENABLE SHARING
Option #1 - Item-by-Item Sharing
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Open the item that you want to share. For example, navigate to the Goals page, tap on the more options (3 dots) icon for the goal you want to share, and then tap Share Goal.
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Tap on the '+' sign to input the collaborator.
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Type in the email address of your desired collaborator and the system will automatically send an invitation email.
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Once your collaborator has accepted their invitation, tap on the "Share" button next to their name and choose your desired collaboration type. Make sure the checkbox populates with a checkmark to insure the status is applied to that person.
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Option #2 - Sharing Dashboard
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Open the Sharing Dashboard by tapping on the Collaboration icon on any page where it appears, or from the "Settings & Support" page.
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Tap the '+' from the Sharing Dashboard's navigation bar to invite new Collaborators.
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Tap the '+' next to the name of a Collaborator who has already accepted their invitation in order to add a record.
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Tap on the tab for the type of record you want to share. Then, check the box for the items you wish to share.
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Assign the sharing status for each by tapping the button on the right.
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Tap "Done" in the top right corner when you have finished sharing.
HOW TO VIEW & MANAGE YOUR SHARED ITEMS
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In order to view all of the items that you've shared with a person, tap the ' > ' next to their name.
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View the items you've already shared with that person. Change the sharing status by tapping the button to the right of their name.
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NOTES ABOUT COLLABORATION & ACCOUNT LEVELS
- FREE and PRO users can not share or collaborate with others.
- PREMIUM users can share with an unlimited number of collaborators.
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