Do you work with other organizations or companies?
In the Connections area, not only can you choose to see your threads and documents related to People, but you can now also group together and see threads and files related to a specific Organization or company.
Your Connections list is made up of Individual People records and Organization records - like folders.
These records are to help you organise and find work & people more easily, and improves internal transparency and communication within the team so it's clear who is working with whom at any time and about what, in case it affects others or allows you to provide a better service to others
Create an Organization record
To add a new organization record to your Connections list, go to the Connections area > click the add connection icon "+" and select 'Organization'.
Add the name and any other details about the Organization, such as any notes and tag them based on what relationship you may have with them, then click 'Add' to save and create the record. Read more about relationship types here.
Once created, Organizations are distinguished in your Connections list from individual people by this icon below (whereas people will display an avatar or initials).
Once Organization records have been created, you can:
- Create threads and projects directly from the record - this will automatically relate them to the Organization.
- Upload/drag and drop documents and files against an Organization for ease of personal or internal reference. Refer to this guide for more information.
- See any related threads and documents that you or the team have categorised under this Organization.
- Easily view any people related to the Organization. Please see this article for more information.
Existing threads and discussions can be edited to be related to an Organization record at any point. Simply add the specific Organization as a Connection tag under 'Relates to' when adding or editing a thread.
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