Collaborating on projects

When you click on any project listed in your Inbox, you will reach the project collaboration page. This is where all the action is! On this page, you will be able to take a look at the original brief shared by the client, the proposal that you sent. You can also chat, exchange files, invite other colleagues to collaborate, and a lot more! Let's see each component of this page and what it does.

At the very top of the page, you will see the current status of the project. For instance, the following project is in progress. The status keeps changing to keep everyone on the same page (literally!).

Yes, you can easily schedule online meetings right from the project collaboration page. Currently, Google Meet is supported. You can read more about scheduling meetings on Google Meet here.

This section displays the key information from the proposal given by you to the client. This section can be edited by you till the client accepts it. Once a proposal is accepted by a client, you cannot edit the proposal. 

This section shows the key information regarding the Project Brief that the client shared with you. It cannot be edited. 

You can manage a project effectively using the milestone feature. As an expert, refer to the article on creating and editing milestones.

In this section, you will see the users who are collaborating on the project, along with their email ID, status (active or pending activation), and their role in the project. Refer to this article for a detailed look at multi-user collaboration.

You can chat with other participants and send files. If any other user is online on the platform, you will see a green dot on their profile. If they are offline, you will see a red dot.

If you are offline, you will be notified via email when a message is received, or a file is shared on the chat application.

This window shows several project-related messages, such as when a brief is sent, a proposal is sent or edited, a milestone is created or edited or deleted or marked complete, etc.