Collaboration in Project Insight

Collaboration makes it happen. Comments, files, attachments, related items, and more! The more you put in Project Insight, the more useful your project data will be.

Transcript:

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Let's talk about collaboration in Project Insight. If we're perfectly honest, it's probably why you have Project Insight as a project management tool in the first place. Everyone wants to keep collaboration about projects, tasks, and other work all in the same place that can be analyzed and aggregated in real time by everyone across the organization, at least the people you choose.

You can handle any collaboration on your tasks, on projects, and on proposals throughout the system. Let's look at our task lists, for example. If I go to a specific project, I might need to update the status on one of my tasks, and right from that status update, I can make a comment. Leaving comments here gives everyone the availability to see exactly what is going on with each task, and you can save it, so it's available for each person.

Similarly, if you're thinking about sending an email, don't leave Project Insight. Make your comments right here in the tool instead. We've all been in that email thread where you're twenty people deep, and you're not really sure why you're on the thread at all or what is being talked about. Instead, leave your comments and updates in Project Insight so that everyone can see the history, see what's going on, and see what this particular comment is all about.

I can add a comment on any item in Project Insight, whether it has to do with the project status, the overall health of the project, or whether it's just something individual, right on a singular task, like we talked about before. Looking at the individual tasks again, I can see all of the comment history, comment by comment, within each and every task. But getting projects done is not just about writing back and forth and communicating about things; it's also about the items that we might need to attach, share with others, or even watch the version control of.

It's also a central place where people can look at documentation; even our clients can check in. That’s where the attachments come in. You can add files in many ways—for example, from your typical File Explorer or just by dragging and dropping. Then back on the task list, you can also add a column to show what attachments are on each and every task. You can see everything that's related to that kickoff event right from your task list.

If you have a file sharing system that’s already working for you, you can set a shortcut that can take you right to that particular document within Project Insight. Once inside Project Insight, if a document is attached to your particular task, we can have a version control history right within the document itself. Looking at this particular JPEG, you can see that it's been updated or changed over the course of several months, and you can even go back to see what previous versions looked like.

It’s all about centralizing that collaboration and the work that you've done so that everything is all in one place. This way, you can centralize all the information that you need for your whole team in order to get projects done.

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