Collaboration
Learning > Other Training > Collaboration
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The Collaborate tab is available in select records within PMWeb. It allows users to solicit input from others by editing the record, notes, or attachments. The Collaborate tab differs from the Team Input Workflow functionality as it is used when team members need to discuss aspects of a record, share updates, or provide context without initiating a formal request or structured input process.
Job Aids: Add Collaborators to a Record; Respond to a Collaboration Request
Collaborate Tab
Collaborate Tab
The instructions below reflect the order of steps a user would take to request collaboration:
Click on the "+ Add" button in the Collaborate table toolbar to add collaborators to a record.
In the resultant menu, (1) specify a user(s) to invite to collaborate and (2) toggle their permission(s). If desired, (3) add a due date and/or write a message to accompany the request. When complete, (4) click the “Save & Close” icon in the window toolbar.
You have now invited the user(s) to collaborate on the record.
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