Zurmo – Task Collaboration on a Project

Zurmo contains a collaboration feature that can be a highly efficient tool in collaborating with colleagues on projects and project tasks. Collaboration on a project task can be accomplished in two ways. The first is to establish the collaboration opportunity at the time that the task is created. The second is to open the task from within the project and update the collaboration window. For this post we will use the second approach.

The first step is to make sure you are on your Zurmo Dashboard. By selecting the Home button you will be situated on your Zurmo Dashboard.

Home Dashboard

Once on the Zurmo Dashboard, you notice the panel with the Home button also contains several other options such as Inbox, Accounts, Leads, Contacts, Opportunities, Marketing, Reports, and Projects.

Select the Projects button on the Dashboard navigate to the Project section of Zurmo.


When the screen refreshes you will notice your Project in the Active Projects list.  Click on the project name to see the tasks within the project.

project dashboard

Once the project name is selected, the tasks and their respective status is reflected in the Project’s status board which resembles a Kanban Board. In this case we only have one task (Task 1) which has progressed to the ‘To Do’ status. Click on the Task name (Task 1 in this case) to open the collaboration window.

Task to do

Once the collaboration window opens, a variety of options for collaborative exchange with other users appear.

Base collaboration

Other users can add comments on the task and click the Comment button to submit their comments which might include questions about the task.

collaborate wtih comments

Users can subscribe to receive notifications on project updates.

collaboration subscription

The thumbnail profiles are people who have subscribed to receive updates on this task in order for those with a stake in the task to stay informed.

The collaboration screen in Zurmo also provides functionality to create checklists within the task. Simply add the checklist item label in the checklist field and click Add to add the checklist item. In this case we have added ‘Run Test on Task 1″ as a checklist item. Note that after selecting the Add option for the checklist item, it posts just above the input field with a check box. You can add as many checklist items as are necessary to support the task.

Collaboration checklist

One final option on the task collaboration screen is to add files to the task collaboration screen. To add files click on the ‘Add Files’ label in the bottom left corner of the task collaboration screen.

collaboration add files

Once you click the ‘Add Files’ label, Zurmo will open your computer’s file structure to allow you to pick the file you wish to add to the task collaboration screen. Zurmo will add a link to the file on the bottom of the task collaboration screen.

Congratulations! Through Zurmo’s Project Task Collaboration functionality, you have made it easy and efficient for you and your colleagues to work collectively and collaboratively on a task!

(c) 2013 Windsor Wallaby. All rights reserved.

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Author Spotlight

Windsor Wallaby

Windsor Wallaby is an independent and enthusiastic Zurmo CRM supporter and Open Source contributor. Active on the Zurmo user forums and a regular personality on the weekly Zurmo developer's conference call, Windsor is committed to building helping relationships by Listening, Learning, Doing, and Sharing. Windsor works with Zurmo CRM daily to track business opportunities and contacts. Windsor also integrates Zurmo as a core platform component for in-house and bespoke IT development projects.

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