Create collaborations

In this section, we cover how to create a collaboration. In TakeTurns, collaborations are how you work with external parties on files and documents. Collaborations can be used to share, request, review, and revise files, turn-by-turn.

Let’s create a collaboration! Here’s how:

1. Click on the New Collaboration button at the top right corner of the main collaboration list screen, or open the application menu and click on the New Collaboration button there. This will open the New Collaboration Screen.

2. On the New collaboration screen, you fill out each section (moving left to right)

   1. Add collaboration details - Enter the subject of the collaboration, the deadline, and the content you want to share with the other party.

   2. Add the party you're inviting - Enter details about the party you’re inviting, participants, and roles.

   3. Add your party - Enter details about your party, participants, and roles.

3. Click Start to save the collaboration details and open a new screen where you can enter a note to the other party

4. Enter a message to the other party and then hit Send

Additional details about the create collaboration screen

Please review the following sections if you want more detail about each section of the New collaboration window.

Add the party you’re inviting

The first step is to give a name to the party you are inviting and invite participants.

Add the party name (1)

Enter the name of the party you’re inviting. It can be an organization, a group of people, or just an individual.

Add the other party’s participants and their roles (2) & (3)

To add participants from the invited party

1. Add their email address (2)

2. Select their role (3). Learn more about roles.

3. Click Add

Repeat this process until you’ve added all the participants you need from the party you’re inviting.

Participants list for the party you’re inviting (4)

In this area, you can see all the people you’ve invited (from the invited party) thus far. Clicking “x” will remove the participant from the collaboration. And you can use the dropdown next to their name to change their role.

Add Collaboration Details

The next thing to do is add details about your collaboration

Enter the subject of the collaboration and content (5)

When creating a collaboration, you’ll need to add a subject and the content you wish to share with the other party.

It’s now time to add content to your collaboration. These are the files, folders, or requests you’ll share with the other party.

Enter a deadline (6)

(Optional) Enter a deadline for the collaboration

Add files (7)

To add files to your collaboration:

1. Click on the Files button underneath the deadline text entry box

2. Upload one or more files

Add folders (8)

To add a folder to your collaboration:

1. Click on the Folders button underneath the deadline text entry box

2. In the Add folder window, type your folder name

3. When you’re done, click Add button to add your folder.

Add requests (9)

To add a request to your collaboration:

1. Click on the Request button underneath the deadline text entry box

2. In the Add requests window, type a name and a description

3. When you’re done, click Add button to add your request.

Learn more about requests.

Shared content (10)

In this area, you’ll see the files, folders, and requests are being shared with the other party. If you’re using folders, you will need to click into each folder to see its contents.

Add your party

The next step is to add your party and your participants.

Add your party name (11)

Choose a name for your party. It can be your organization/company name, your group, or just you.

Add your participants and their roles (12) & (13)

To add participants from your invited party

1. Add their email address (12)

2. Select their role (13). Learn more about roles.

3. Click Add

Repeat this process until you’ve added all the participants you need from your party.

Participants list for your party (14)

In this area, you can see all the people you’ve invited (from your party) thus far. Clicking “x” will remove the participant from the collaboration. And you can use the dropdown next to their name to change their role.

Start the collaboration and add a note

When your collaboration is ready to go:

1. Click on the Start button at the top right corner

2. In the Create collaboration window, you can add a note for the next party. This note will be displayed at the top of the next turn.

3. Then click on the Send button

Quick Creation Screens

If you’re only trying to share files or collect documents, you can use the quick creation screens to create a new collaboration quickly.

1. Click on the NEW button, and choose either File Sharing or File Request from the menu.

2. These will open simplified creation screens.

File Share	File Request

3. Add the party name, the email addresses of the individuals you’re sharing files with, and either files or document requests.

4. Click Send to share files or make requests.