Task Collaborators

What is a Collaborator?

A Collaborator is someone who has contributed to the success of a Task, even if they weren’t the Author, Assignee, or Assigner.

What can Collaborators do?

• Assign the Task
  
  
• Edit the Task
  
  
• Edit the Task’s team
  
  
• Comment on the Task
  
  
• Plan the Task
  
  
• Defer the Task
  
  
• Add, remove, and edit attachments
  
  
• Add, remove, and edit links
  
  
• Complete the Task
  
  
• Copy the Task
  
  
• Convert the Task
  
  
• Reopen a completed Task
  
  
• Delete the Task

Who can add and remove Collaborators?

• The Author
  
  
• The Assigner
  
  
• The Assignee
  

How do I edit the list of Collaborators?

• Open the Task with which you want to work.
  
  
• Click in the action bar.
  
  
• Click .
  
  

In the resulting window:

• Opening the drop-down menu in the "Collaborator(s)" field reveals a list including yourself and your most frequent selections.
  
  
• Typing text in that field will search through all users (not just those top choices).
  
  
• In the resulting drop-down menu, select the correct user.
  
  
• To add another user, begin typing the next name into that same field.
  
  
• To remove a user, click next to their name.
  
  
• Click .

How are Collaborators notified?

Users find out that they’ve been made Collaborators by:

• A notification in their digest email.
  
  
• A notification in the KaiNexus app.