Getting Started

Team Collaboration basics

Team Collaboration basics

Hello Ivy is all about collaborating and communicating with your team. One place for your entire team to track and complete work.

We created a list with (important) basics that we recommend your team to stick to. If you can can implement these and make them a habit you can ensure smooth operations and an up-to-date workspace for everybody to benefit from.

  1. Create a project per topic or team

To keep your workspace as organized as possible we recommend you to create a project for each topic, team or client. By doing so, you will make sure to keep all your data and information streams separated and organized. There's less clutter and more space to think clearly.

You can also create folders to organize your projects. If you for example create a project for each team (Marketing, HR, Product, Design, Development, etc.), you can then create a folder called "Teams" and move all those projects to this folder for a tidy workspace.

  1. When relevant, always add start and due dates

When you create a task or a project that have start and due date, make sure to always add these. You can add dates to a project in the overview page. When you do so, you'll make sure that you make the most out of Hello Ivy. You will be able to see these projects and tasks in the GANTT chart (Timeline view) and in the calendar. If the task is assigned to you, you will also see the task in your personalized Today overview where you can find your tasks sorted on relevance, priority, project and date.

By making sure all tasks and projects are given a date, also gives the rest of the team information about what's happening and when, the more accurate and detailed the data is, the better. Knowledge is power (and it's also simple to do).

  1. Always assign a task to a person

When there is a responsible person for a task, always make sure to assign the task to that person. You can also assign multiple team members to a task if the task is being carried out by more than one person. By assigning the task to a team member, they will get an inbox notification to stay up-to-date and they will also see the task in their Today overview, so you can be sure that they will pick up the task without the need for reminders.

  1. Mention team members

If you want to grab the attention of a team member you can easily give them a nudge by using the mention functionality (@name). When you mention a team member they will get a notification and can follow up.

  1. Invite your team as quickly as you can

Don't wait with inviting your team to your workspace. It's and advantage for everyone to start collaborating as quickly as possible. It's also a lot easier to figure Hello Ivy out together and you'll be able to more easily see how Hello Ivy can help your team efficiently collaborate and communicate. So set up those first projects together!

That's it

These are some of the most important basics to ensure smooth teamwork. If your entire team sticks to these, you got the fundamentals covered. It can only get better from there! Have a productive day!

Hello Ivy Inc.