How do I customize collaboration in Projects App?

Updated on August 4, 2020 01:18AM by Admin

The collaboration setting allows you to hide or show the common activities tabs on the project view dashboard. You can also set Privileges to your employee to show or hide.

Task Tab is visible in the Projects Overview tab

Project Overview

Steps to customize collaboration

  • Login and access the Projects app from the universal menu.
  • Click on the More(...) icon and select the Settings.
Home Page
  • In the Settings page, you can view the Collaboration under the General settings.
  • You can see the following associated objects in the Collaboration dashboard.
    • News Feed
    • Calendar
    • Follow-Ups
    • Tasks
    • Call Logs
    • Emails
    • Notes
    • Documents
  • By default, all associated information will be in Enable status.  
Settings

  • You can Hide associated information by sliding on the toggle button off.
  • Here, the Tasks tab is disabled.
  • Changes will get updated automatically.
Task Toggle

  • Now, go to Projects Overview, the Tasks Tab will not be available.
Task Not visible

  • You can also set the access with the help of the Privilege option. Only those employees who have the selected Privilege can access the Tasks tab.
Privilege

  • An employee who does not have access to this Privilege cannot view the Tasks tab.

Note: The privileges for the Employees are set from the Employees App. Click here to know how to set the Privilege for the employee.


Task Tab

Related Links

Customize left panel views