Collaborate provides a central workspace where teams can work together, share information, and stay organised. By creating dedicated sites, teams can manage tasks, store documents, and control member access within a secure and structured environment. Sites help streamline collaboration by providing a shared location for documents, tasks, and team activities.
Access the Collaborate feature in Evo
To access the Collaborate feature follow the steps below:
Click the Access logo in the top-left corner of the screen.
In the Products panel, click Collaborate.
Sites in Collaborate
Once youâre in Collaborate, you can create sites to organise teams and manage shared work. A site provides a dedicated space for a specific group of people in your organisation, where your team can:
Share and upload documents.
Create and assign tasks to track work.
Manage team membership.
Build sub-sites to organise work further.
You can create as many sites as you need, each with its own members, content, and settings.
Create a site
To create a site in Collaborate, follow the steps below:
Click Create Site.
Click Select to upload a logo from your device, or click Use Default to apply the default site logo.
In the Name field, enter a name for your site.
In the Description field, provide a brief description of the site's purpose.
Enable the Invite all users checkbox to invite everyone in your organisation to the site.
Leave this option unselected if you prefer to invite specific members later.
Click Create.
đ Note: Once created, the new site appears in the Sites area, where you can manage content, documents, tasks, and membership from a single location.
Manage your site
Use the Actions menu next to the site name to manage your site. From here, you can:
Leave site: Leave the site and remove yourself as a member. You will no longer receive updates or have access to site content unless you rejoin or are added again.
Archive: Archive the site to preserve its content while making it inactive. Archived sites remain available for reference but are no longer actively used.
To view archived sites, open the Activity panel on the left-hand navigation menu, then click Archive.
Add to Favourites: Add the site to your favourites for quick and easy access.
Favourite sites can be viewed by selecting My Favourites from the Filter dropdown on the right-hand side of the page, making it easier to find the sites you use most often.
Delete: Permanently remove the site and all associated content.
Actions available after site creation
After you create a site, click the site name to open the site dashboard. The Available Actions panel on the right-hand side provides quick access to site management and collaboration features.
From the Available Actions panel, you can:
Create Task: Create and assign tasks to help organise and track work within the site.
Upload Document: Upload files and documents to share information and collaborate with site members.
Edit: Modify site settings, including the site name, logo, description, and other configurations.
Create Child Site: Create a sub-site under the current site.
Manage Members: Add people from your organisation or invite external guests to join the site.
When adding members, you can assign a role to control their level of access:
Administrator: Full control of the site, including site settings and member management.
Contributor: Can create, edit, and manage site content.
Read Only: Can view site content but cannot make changes
No access: Removes access to the site.
Leave Site: Remove yourself from the site if you no longer require access.