Collaborate with Team members to Manage Projects

Collaborate your Project management and customer support efforts using Soffront Collaboration. It’s a collaboration companion that works the way teams do. You can work jointly with your contacts from remote locations or in the same room using Soffront Collaboration. It allows you to chat with your contact, share files setup video meetings and more.

How to Use Soffront Collaboration for Project Management ?

The project management team can use Soffront Collaboration to collaborate with team members scattered geographically, to work together on a project. The team members can initiate Soffront Collaboration from the project management module . They can chat to communicate ideas, share documents , add markups on documents as well as setup web meetings and presentations.

Projects and task status can be updated real time , To-Do can be added to Soffront Collaboration which gets added to the project task list as well as the Kanban Board and Gantt Chart. Team members can also setup follow up meetings which will show up in your soffront calendar linked to the project.  Chat logs and collaboration can be saved under setting.

Follow the steps below to open Collaboration from Project Management.

  1. Open a Project
  2. Click on the Chat icon to open collaboration.

3.  On this page you can find three collaboration option to connect with your team

  • Start Meet: Meet enables you to host real-time meetings and share your desktop screen with participants in real-time.
  • Schedule Meet: Schedule a meeting for a later date and time with your team members.
  • Chat: Chat allows you to exchange text, documents, To- Do list , and start a meet with your team members.

Start Meet: Meet enables you to host real-time meetings and share your desktop screen with participants in real-time.

  • Click on Start Meet button.
  • Type in Meeting Topic
  • The Team members are already added, type in contact name or email address to invite other members to the meeting.
  • Click on Start to start the meeting. This will open the collaboration app on your Soffront tab.

  • Select audio option: Speak through phone or Internet Audio.
  • Click on  Share Screen to  send out a meeting extension for your browser and share your screen with your team members.

  • If you have not already selected audio option , click on  icon to select from the dropdown.

  • Click on  to invite other contacts to Join the meeting.
  • Share file from your Desktop, binder or Whiteboard.

Note: Binder is a place to keep all related multi-media content and conversations together. Users can create a binder for each topic, and share the binders with others working on the same topic.

  • Use the chat box at the bottom right hand corner to send messages to participants during the meet.
  • Click on  Start record to record your meet.

Schedule Meet: Schedule a meeting for a later date and time with the customer

  • Click on Schedule Meet 
  • Type in Meet Topic
  • Add start date and time then add end date and time for the meeting.
  • The Team members are already added, type in contact name or email address to invite other members to the meeting.

Click on schedule to schedule meet.


Chat: Chat allows you to exchange text, documents, To- Do list , and start a meet.

  • Click on chat button.
  • Type in Chat topic.
  • The Account contact is already added, type in contact names to add more participants to the chat.
  • Click on create to Start chat.

  • Chat: Type in the chatbox to communicate with the customer
  • Page: Create, add or upload a file with a single click. Create annotations on uploaded files and share with the customer.
  • To -Do : Create, organize and assign To-Dos to your team and keep them in one place, so everything is actionable and transparent. Make it super easy to get tasks done with your team.
  • Meet: Start a meet with your Customer.