Effectively Manage Project Collaborators in Pronnel

Managing a project or process can be a complex task, especially when your team members are working on various tasks simultaneously. Ensuring everyone is informed about the project's progress can be time-consuming and require significant effort. Fortunately, Pronnel offers a handy feature to simplify this process: Collaborators. In this tutorial, we will explore how to effectively manage project collaborators in Pronnel to streamline communication and keep your team updated on project status.

What Are Collaborators?

Collaborators in Pronnel are team members who are added to a project item as watchers and are interested in receiving updates on the item's status. When you create or are assigned to an item, you are automatically added as a Collaborator.

 Item creators or assignees automatically become collaborators.

This feature acts as a virtual "CC" on an email, ensuring that everyone who needs to know about a particular item's progress remains informed.

Adding Collaborators:

Adding Collaborators to an item in Pronnel is straightforward. You can add them directly from the Collaborator icon. Moreover, you can even add collaborators who are not part of the board, allowing them to access the item in the "My Interests" tab without exposing them to the entire board's contents.

  • Adding Collaborators Directly: 

     Collaborator icon can be used to be add any user as the task watcher or collaborator.

    To add Collaborators to an item, locate the Collaborator icon and click on it. A search box will appear, allowing you to search and select the team members you want to add as Collaborators. This ensures that they receive updates on the item's progress.

  • Adding External Collaborators from Org: 

     Non board user who are part of organization can be added as collaborator.
     Non board user who are part of organization can be added as collaborator.

    Pronnel also allows you to include collaborators who are not part of the board. This feature is handy when involving external stakeholders who only need information about specific items. These external collaborators can view the item in the "My Interests" tab without gaining access to the entire board. To add external collaborators, use the same process as adding internal collaborators, entering their email addresses or names.

  • Adding External Collaborators Outside Org: 

     External members/non organization members, can also be added as collaborator.

    In Pronnel, you can include individuals from external sources who are not part of your organization as collaborators. This feature enables you to share an item's progress with them without adding them to your organization's roster. It's a seamless way to disseminate information within the Pronnel platform. To add external collaborators outside your organization, input their email addresses and extend an invitation. This action triggers an email notification to the provided address, allowing the user to access and view the item. While the user does need to log into Pronnel to view the item, they are not required to be affiliated with your organization in any way—this feature streamlines information sharing, fostering collaboration and communication beyond organizational boundaries.

Managing Notifications:

Collaborators play a crucial role in staying informed about an item's status, but what about keeping them in the loop? Pronnel has got you covered. Based on their notification settings, collaborators receive updates when an item is updated, or the end date triggers and the item is still not completed. This ensures that your team is always on top of project developments.

Understanding Notification Settings:

To make the most of the Collaborator feature in Pronnel, it's essential to understand notification settings. These settings determine how and when collaborators receive updates. By customizing these settings, team members are informed in a way that suits their workflow. Pronnel's flexibility allows you to tailor notifications to each collaborator's needs.

Conclusion:

In summary, managing project collaborators in Pronnel is a powerful tool for streamlining communication and ensuring everyone stays informed about project progress. By adding collaborators directly to items, including external stakeholders, and customizing their notification settings, you can create a more efficient and informed team. This, in turn, leads to improved project management and better outcomes.
Pronnel's Collaborator feature simplifies keeping everyone in the loop, reducing the time and effort required to manage your projects effectively. If you want to delve deeper into notification settings and how to tailor them to your team's needs, check out the video tutorial linked in the tutorial.
So, don't let the challenge of managing a project or process bog you down. With Pronnel's Collaborator feature, you can take control of your project's communication, ensuring that all team members are on the same page and ready to drive success.

FAQs –

What are project collaborators in Pronnel?

Project collaborators in Pronnel are team members who are added to a project item to receive updates on the item's status.

How can I add collaborators to an item in Pronnel?

You can add collaborators directly to an item by clicking the Collaborator icon and searching for the team members you want to add.

Can I add external collaborators outside of my organization?

Yes, Pronnel allows you to include external collaborators not part of your organization. You can invite them by entering their email addresses.

What do external collaborators who are part of my org see in Pronnel?

External collaborators can view the item you've invited them to in the "My Interests" tab without access to the entire board.

What do external Collaborators outside my org see in Pronnel? 

External collaborators can not see items in Pronnel; they can only see the item from the link shared in the Email. 

How do users customize notification settings for collaborators?

Collaborators can customize notification settings based on their preferences. Pronnel allows them to trailer their notification settings as their needs.

How do collaborators receive updates on items in Pronnel?

Collaborators are notified when an item is updated or when the end date triggers and the item is still not completed, based on their notification settings.

What is the benefit of adding external collaborators out of the org in Pronnel?

Adding external collaborators out of the organization in Pronnel is a convenient way to share information with stakeholders who are not part of your organization, ensuring they are kept in the loop.

Can I add multiple collaborators to a single item in Pronnel?

Yes, you can add various collaborators to a single item to ensure that all relevant team members are informed about its progress.

Do collaborators need to have a Pronnel account to receive updates?

No, collaborators need not have a Pronnel account to receive updates via Email, but to view the items they are collaborating on, they need to create an account and log in.

Is it possible to remove collaborators from an item in Pronnel?

Yes, you can remove collaborators from an item if their involvement is no longer necessary or relevant to the project.

What's the difference between collaborators and board members in Pronnel?

Collaborators are specific to individual items and receive updates about them, whereas board members have access to the entire board and all its contents.

How can I learn more about customizing notification settings in Pronnel?

You can refer to the video tutorial linked in the description of this guide for in-depth information on customizing notification settings for collaborators in Pronnel.