Work Together as a Team
Hand to-dos to your team, share email and letter templates, and let everyone see each other's calendars.
Transcript
Work Together as a Team
Once your team is set up, a few features help everyone work together.
Let's start with to-dos. You can hand a to-do to anyone who shares your contacts. Open a contact and click To-Do List. Click Add To-Do and type what needs to be done in the Summary box. Give it a due date. Open the Assigned To list and choose who should do it. Click Save. It now shows on Jamie's to-do list, ready for Jamie to do.
Next, templates. When you write an email that works well, share it so your team doesn't start from scratch.
Go to Settings and click Email Templates. Find your template and click the share icon in the Share column. The icon turns dark, which means it's shared.
Your team finds it when they click Add Email Template and choose View All Team Shared Templates. Each person gets their own copy, so their changes don't affect yours. Letter templates are shared the same way.
Last, the team calendar. Go to My Team, click Manage Team Settings, and turn on Share Calendars with All Members of Team. Now anyone on your team can open Appointments and choose a person from this list. They'll see that person's appointments for the week.