Orgzit helps organizations grow faster by streamlining their team's day-to-day work. It provides the key to team productivity and efficiency by supporting effortless collaboration. It has a variety of features for collaboration that'll suit businesses and organizations of all different sizes and needs.
For effective collaboration, you can use features like commenting, tagging, and assigning specific records to different team members using the user field. Along with this, notifications about the relevant information keeps your entire team connected and informed.
When you open up a record in detail view, you have access to comments, reminders, files, interactions, and history for the record.
Let's take a look at what you can do with each of these:
You can use the comments section to discuss a specific record with other people working on the project. It's a great place to keep notes on leads, bugs, content, or any other information that doesn't feature in your records.
You can mention a project user in the comments by using "@" followed by his or her name, for example, @John. This will trigger a push notification and call the colleague's attention to the comment.
Watch this video which can help you add a comment!
Looking to Mention a User?
This video can be your guide to mention a user in a comment.
The reminders section can be used to create and track reminders. You can enter the title of the reminder, assign it to the relevant user and also specify the due date and time. The reminders are received as app notifications and also on email.
By setting up reminders, you can avoid missing follow-ups and tasks!
You can view all your Reminders in the My Reminders section. You can move to the My Reminders Page by click on the burger icon on the top left of the Orgzit screen.
Within Orgzit, you can also set up automated reminders.
Watch this video on how to set up reminders in Orgzit!
Use the files section to store and share files relevant to the record. To add files, simply drag and drop.
This video can be your guide to add a file to Orgzit.
This section contains an auto-generated history of all changes that have been made to the record.