Collaborate is a cloud-based solution that simplifies collaboration, drives employee engagement, and streamlines interaction processes. You can now share up-to-date information with your peers and the leaders in the organization to make informed decisions, by sharing the metrics from Grow through Collaborate.
Similar to sharing metrics in Slack, you can schedule metrics to be shared periodically, or you can select a metric and share it through Collaborate, right then.
Connecting to Collaborate
Collaborate connections are set on the user level. Each Grow user that will want to share to Collaborate will need to add their own connection.
To connect your Collaborate account to Grow, click on your name at the top right and select My Account. This will take you to your user settings, and in the bottom section called Collaborate Connections you can add a new connection to the Collaborate workspace of your company.
Enter details in the pop-up window, like Host, Username, Password, and Company. Then, press Connect. You will be now connected to Collaborate.
If you attempt to share a metric to Collaborate from a dashboard and have not created the connection yet, you will be prompted to connect to Collaborate at that time.
Sharing a Metric to Collaborate Once
From the dashboard, select the metric action menu at the top right of the metric > Collaborate > Post Now.
- Select the scope of the Metric View. It is set to View All, by default.
- Select the Company, and the Group that you want to share the metric with.
- Write a message to go with the metric image, if necessary.
- Click Send Now, to share the metric.
Set Up a Recurring Post to Collaborate
Click on the metric action menu at the top right of each metric (the three dots) > Collaborate > Set up recurring post.
- Select one of the schedule options or create a custom schedule, then click Next.
For a custom schedule, select the following:- Chose a daily, weekly, or monthly frequency
- Time of Day
- Time zone (this is auto-selected by your browser time zone)
- Select the scope of the Metric View. It is set to View All, by default.
- Select the Company, and the Group that you want to share the metric with.
- Write a message to go with the metric image, if necessary.
- Select Save to schedule the post.