Hello!
Welcome to a short guide about Collabs – a space for collaborative work with external users: freelancers, contractors, partners, clients, and so on.
Let's say you hire different teams of specialists: designers, marketing experts, a recruitment agency, or IT contractors. Or you happen to be a team like this, providing services to your clients on a regular basis.
Obviously, there's a lot of communication involved.
It usually goes like this: you use a messenger for quick communication, videoconferencing software for online meetings, online file storage to share files and documents, a personal calendar to schedule events – and all these are separate tools that you have to juggle within just one project.
Things get even more complicated when you need to remove or add a person to a project. Chats, files and deadlines get mixed up, leading to overall confusion.
Elena Grozneckaya
Head of Education department
We created Collabs to make work with external users more convenient and productive.
What is Bitrix24 Collab?
Collab is a workspace where you can communicate with external teams and customers inside your Bitrix24.
What makes it convenient?
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Everything for communication with clients and external teams
No need to switch between various tools and services. All communication is in your Bitrix24: chats, video calls, meetings, tasks and files. You don't need to make arrangements and remember every time where you text, call or set a task. -
Strictly business. Nothing personal
Collabs are all about work. You won't find any personal chats, spam, or ads here: only your colleagues and work-related issues. Collabs make it easier for your team to focus, follow messages, and achieve more. -
Turn messages into tasks
Collab is more than just a chat: a task with a deadline can be set immediately after the discussion. This task is seen by both teams. They know the current status of the task and can openly discuss it in comments. -
The project is always at hand
You can access Collabs not only from a laptop or PC, but also from any mobile device using our mobile app, which means you can collaborate wherever you are and keep track of project updates.
Collab suits different teams
Teams with contractors
This can work great in situations when you order employee training, website design/development, advertising, accounting/legal services, recruitment, and so on. Everything you outsource to external teams can be conveniently handled in Collabs. In fact, you can create more than one Collab to accommodate different tasks and teams. For your employees, it would look and feel like another project in Bitrix24. As for the external team, they will only get access to this particular project and related files, tasks, events, etc. Everything else in your Bitrix24 remains unavailable from guests.
Teams with clients
In this scenario, it's you who provides services to clients, working in your Bitrix24 (e.g., a legal firm or a digital marketing agency). Here's how it can go: you invite a client to the Collab to work on a project. This person (called "guest") can view tasks, communicate with collab members, schedule meetings, add comments, and track work progress. If the client is not a member of Bitrix24 yet, they will need to install our mobile app to work in the collab.
As you can see, collab is quite an effective tool for both you and external users.
Any user of your Bitrix24 account can create a workspace to work with external users.
Collab makes teamwork more efficient and predictable. Less stress, less mishaps, less incoveniences.
Next, we'll show you the features and settings of Collab.
Elena Grozneckaya
Head of Education department
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