FAQs
How to backup or export the team collaboration information?
Click Setup > Org Settings, and then click Portal Settings, to access your portal settings. In DATA BACKUP click Export to backup the team collaboration information. Once the backup process is completed, you will receive an email with the link to ...
I got an invite mail but team collaboration portal denies access for me?
The portal owner who invited you to their portal would have forgot to add you as part of their team collaboration hence the access is denied for you. To get an access, you need to request your portal owner to add you as a member in their team ...
Can I restore deleted files?
Yes, you can restore any deleted file from Trash.
What file types are supported in Team Collaboration?
You can upload any file type like .doc, .xls, .xlsx, .docx .pdf, .pps, .ppt, .avi, .jpeg, .wmv, *.zip, *.mpeg, *.bmp and more.
I need to see all overdue milestones across all projects?
You can see all the overdue milestones across all team collaboration from Task & Milestones > Milestones in the Overdue Milestones section. If you want to see all the overdue milestones of any particular team collaboration user, use ...
How do I display my milestones to my clients?
In Milestone Flag, choose the External option, if you wish to collaborate and display the milestone with client users. However, if you want to display only to your portal users choose the Internal option.
My tasks are not displayed in Google Calendar. Why?
Tasks assigned to you will be displayed in your Google Calendar, only when the task is created with the duration (Start & End date) and the Add to Google Calendar option is enabled. However, the Add to Google Calendar option is available only for ...
How can I view the tasks assigned only to me?
The My Tasks section on the home page allows you to see all the tasks assigned to you across all the projects in that portal.
Do I have the privilege to delete tasks?
You can delete tasks if you are the Portal Owner, Admin or a Manager and of course if you are the task owner.
Can I move tasks between team collaboration?
No. You cannot move tasks between projects, but it will be moved across task lists. However, you can move task lists between projects.
How do I save a project as a template?
In Team Collaboration, click Team Collaboration Templates, and then click the Plus icon at the top right corner to add a new project template. You can now, choose the required project to save as template, and choose these templates while creating the ...