Through different modules (e.g. communication, tasks and documents) you can structure the collaboration of your team and create indivdidual workflows within a room.
Note: Some modules may not be available due to the settings of your organization (see also: "Organization Settings"
in the tab Modules
With a right click on a room in the sidebar / a left click on the room name or via the "More" button (symbol: "Three dots") in a room you can access all essential functions of a room. Next, open the Modules tab to customize your modules.
Configure the available modules via the room settings
Activate or deactivate modules in the room
By clicking on the respective module, it can be activated (color: green) or deactivated (color: gray).
Modules with a green colouring are activated in this room
Subsequently activated modules are not automatically transferred to already created individual rights groups (-> example: Customers)! If a user cannot see activated modules in the room, check the assigned right group (button: Edit) in the "Room Settings" and whether the module is inactive/active.
Check the settings for the right groups
Modules for the respective right group inactive/active
Changing the settings of a module
If the Settings button is available under a module, you can adjust various parameters of the module to the respective purpose.
For example, for tasks it is possible to change the processing statuses and create user-defined fields.
The settings for the modules can be changed in each room
Changing the name of a module
By clicking on Rename, you can change the name of the respective module. For example, the Communication module may become your "Team Chat" or the Task module may become your "Sales Funnel".
The name of the modules can be changed in each room