How to Set Up Team Collaboration in TaskGuru
Learn how to create shared project boards, invite team members, and establish effective collaboration workflows using TaskGuru's team features.
Create Your First Project Board
Start by creating a dedicated board for your team project with clear naming and color coding. Click the 'Add Board' button in your TaskGuru dashboard, choose a descriptive name that reflects the project (e.g., 'Q1 Marketing Campaign'), select a color that helps identify this project at a glance, add an emoji icon for quick visual recognition, and set the board visibility to 'Team' if you plan to invite collaborators.
Invite Team Members
Add your team members to the board with appropriate permissions and roles. Click the 'Invite' button on your project board, enter team member email addresses (you can add multiple at once), choose the appropriate role: Owner, Admin, or Member, add a personal message explaining the project context, and send invitations - team members will receive email notifications with access links.
Set Up Initial Tasks and Structure
Create the foundation tasks and organizational structure for your team project. Break down your project into major milestones or phases, create initial tasks for each team member with clear descriptions, set priority levels (Low, Medium, High, Urgent) for better task management, add due dates for time-sensitive deliverables, and use the task assignment feature to designate responsible team members.
Configure Team Communication
Set up task-based communication channels for better context and collaboration. Enable chat notifications for the project board, set up @mentions for important updates that require specific team member attention, use task comments for discussions related to specific deliverables, configure notification preferences so team members stay informed without being overwhelmed, and establish communication guidelines for when to use task chat vs. external tools.
Establish Workflow and Review Process
Create consistent processes for task updates, reviews, and project progression. Define task status meanings (To Do, In Progress, Review, Complete), set up regular check-in schedules using TaskGuru's reminder system, create review checkpoints where team leads approve completed work, use the immediate board feature to highlight urgent items that need team attention, and establish protocols for updating task progress and communicating blockers.
Optimize Team Productivity
Fine-tune your setup for maximum team efficiency and collaboration. Use color coding to differentiate between different types of work or team members, set up recurring tasks for regular team activities (meetings, reports, etc.), create template tasks for common workflows to save time, monitor team workload distribution and adjust assignments as needed, and regularly review and refine your collaboration processes based on team feedback.
💡 Pro Tips for Team Collaboration
- •Start with a small pilot project to test your collaboration workflow before scaling to larger initiatives.
- •Use TaskGuru's immediate board feature to surface urgent items that need team attention.
- •Regularly review team workload distribution to prevent bottlenecks and ensure balanced assignments.
- •Establish clear communication guidelines about when to use task chat vs. external communication tools.
What's Next?
Ready to Set Up Your Team?
Start collaborating with your team using TaskGuru's powerful collaboration features.