Which modules to activate for collaborative work and how?

Talkspirit allows you to meet different communication and collaboration needs. We distinguish four families of use: 

• internal communication,
• collaborative work,
• community animation,
• the digital workplace. 

Are you part of a company, organization, team, or department? Do you want to work on common projects, get information, communicate: in short, collaborate? Your use case is probably collaborative work! Your goal? To centralize information to allow your users to follow and collaborate on their common projects in real time.

To gather this information and encourage collaboration, certain modules are essential. Among them: 

• the projects module,
• the drive module, 
• the events module or the shared calendar, 
• the chat module, 
• the news feed module, 
• the videoconferencing module, 
• the webinar, or live video module.

Find out how to activate/deactivate the different modules here. 

And to go even further, some features might interest you: 

• surveys, 
• checklists, 
• assignments.

The essentials

The projects module 

The Projects module is an essential module for collaboration (but that's not all!). Indeed, this module allows you to draw up the overall plan for a project and then narrow down specific evaluations and steps. You'll be able to follow not just your team's projects but also the different tasks that you're responsible for thanks to a dedicated tab: My tasks. 

For example: 

• align your teams by planning out each partner's goals. Easily track their progress and develop them based on results.
• prepare your bid responses following an established process,
• define a business plan template to be filled in for each new account concerned, 
• build a table dedicated to the follow-up of your customers (health score, verbatim, quotes, services in progress): centralize information and offer a complete support to your customers,
• make your product evolve by building a summary table of your customers' requests, available to your product teams! 

Do you have a Standard, Premium, Business, or Enterprise subscription to collaborative work? If so, then Projects are activated by default on your platform.

Have you deactivated the module and wish to reactivate it? Go toAdministration > Projects and select Activate Projects. 

The drive module

The drive allows you to collaborate on different projects. Share media, documents, and any other resources related to a group in the associated drive! You can import or create: 

• documents related to a project,
• documents related to your offers and services (to share internally, with your customers, and more)
• market watch or comparative documents, 
• tutorials and practical information,
• Replay of meetings or events through recording. 

Accompany new employees efficiently by sharing access to a drive onboarding! 

💡The +? With the OfficeNow office suite integrated into the Drive, accessible online, without the need to download new software, you will be able to: 

• write your reports (following a videoconference, a webinar) thanks to the word processing tool and highlight them in a news feed publication,

• work in co-edition on the same document in real time,
• share and reply to comments to share ideas and make your documents more collaborative,
• compare the different versions of a document for a more detailed follow-up of the progress of your work, and, if necessary, recover deleted information,
• Create comparisons or benchmarks of other products/services on the market using the spreadsheet functionality,
• Prepare your presentations with the presentation tool. 👌

Do you have a Standard, Premium, Business, or Enterprise subscription for collaborative work? The Drive is activated by default on your platform.

Have you disabled it and would like to re-enable it? Go toAdministration > Drives and select Enable Drives. 

Also, find out how to:

• manage Drive access permissions

The events module

Within the framework of collaborative work, the implementation of the Events module appears essential. 

In order to advance in their common achievements, the participants in a project need to exchange between them to harmonize the information available to each of them and identify the actions to be carried out. 

The shared agenda is the basis for close collaboration between the participants in a project, since it allows: 

• to display the availability of the platform's users,
• Synchronize Talkspirit events with the market calendars (Google Calendar, Outlook) in both directions, so you're always informed of the events you're participating in,
• create regular or occasional collaboration opportunities, according to your needs, by informing the recurrence of events,
• Easily generate webinar or video conference links that participants can join with a click. 

💡Le + Talkspirit? Quickly see who will and won't attend with the Invitation Response Request option. 

Do you have a Standard, Premium, Business, or Enterprise subscription for collaborative work? If so, then the Calendar is activated by default on your platform.

Have you disabled it and want to re-enable it? Go toAdministration > Events and select Enable Events. 

Also, find out how to:

• Synchronize your calendar,
• Personalize your agenda,
• Create a new event.

The chat module

The chat module is ideal for sharing information quickly and efficiently, but also for promoting team spirit. 

💡The + Talkspirit: save time by sharing voicemails or joining a video conference and even when you are on the go with our mobile apps!

Do you have a Standard, Premium, Business, or Enterprise subscription? If so, then the chat is activated by default on your platform.

Have you disabled it and would like to re-enable it? Go toAdministration > Chats and select Enable Chats. 

The news feed module

The news feed is essential for bringing together participants in a project as it allows information to be shared horizontally: all members of the group can access the same information at the same time. 

You can create a group for each project and share all related information. You can also organize the published content into sub-themes to follow the status of a project (in progress, to be validated, to be done, finished) or to follow the progress of a product for example (reception in the logistic zone, control zone, sending to the photo, putting in stock...) thanks to the use of labels or hashtags. 

💡 Quickly distinguish your project groups from news and information groups by setting up a clear nomenclature. 

Example: P(project) - Dupont contract

With the news feed, involve your employees:

• share reports and reviews with simple publishing, 
• collect feedback and launch surveys with the poll 

Note: multiplying surveys on the same topic and sharing them in different groups is not recommended: favor publication in a general group and if necessary, share a link to this publication in other groups for better harmonization.

• follow the progress of actions to be performed with the checklist and assign users to notify them that an action is expected of them

Do you have a Standard, Premium, Business, or Enterprise subscription? If so, then the news feed module is activated by default on your platform.

Have you disabled it and wish to re-enable it? Go toAdministration > News Feed and select Enable News Feed. 

Also, find out how to:

• create a group, 
• create a first publication in the group. 

And to help you launch your groups, download our practical sheet here and use this template to build your group architecture. 

The videoconferencing module

Video conferencing allows you to exchange quickly and live with your interlocutors while offering many advantages: 

• it doesn't require you to set up specific logistics: join the exchanges easily with a simple click,
• it does not limit you in time, 
• it does not limit you to a geographical location: no matter what device you have connected, you will be able to start and join the exchanges,
• Features such as screen sharing, chat, and polling allow you to gather opinions, clear up objections, and back up your words,
• it allows you to manage the exchanges (give the floor to the participants who raise their hands, identify, and encourage even the shyest users to speak up thanks to the speaking time feature). You'll then ensure better progression of your achievements! 
• Exchanges can be recorded and then shared with new interlocutors. 

💡The + Talkspirit: each member of the platform has a public videoconference link that can be shared with people who do not have an account on Talkspirit. Easily exchange with your partners, clients, and candidates!

Do you have a Standard, Premium, Business or Enterprise subscription to collaborative work? If so, then video conferencing is enabled by default on your platform.

Have you disabled it and wish to re-enable it? Go toAdministration > Videoconferencing and select Enable Videoconferencing. 

Find out how: 

• guarantee the availability of the service, 
• create a video conferencing link on computer,
• create a mobile video conferencing link. 

The recommended ones

The webinar or live video module

The webinar module allows you to take collaboration even further. With this module, you'll be able to: 

• moderate interactive webinars with a large audience (up to 200 participants, without video)
• present and collaborate on whiteboard, 
• present and collaborate on documents of your choice, 
• build collaborative notes, 
• share polls to gather opinions and vote for the proposals that you prefer, 
• Create sub-groups at the main meeting to discuss topics of your choice. 

The webinar module is activated by default on your platform when you subscribe to a Premium collaborative work subscription. Are you on a Standard subscription? Contact us to upgrade your subscription. 

Features to go further

The surveys

The survey functionality is a key feature of collaborative work. It allows you to collect the opinions of your collaborators and, if necessary, to change the processes in place to ensure optimal progress of the project. You'll be able to evaluate :

• whether the participants have enough information to move forward with their achievements, 
• if the objectives, issues, and actions to be taken are clear to everyone.

In this article, you'll find some survey ideas to share with your employees. 

⚠️ You must have the News Feed module enabled to have the polling feature.

The checklists

The checklist functionality is also essential for the follow-up of your projects. You will find the checklist in the News Feed module and also in the Projects module. 

This feature allows you to identify the actions to be performed and the project participants responsible for these actions. They can be assigned and thus notified that an action is expected from them. 

⚠️ You'll need to have the News Feed and Projects module enabled to have the checklist functionality on both modules.

Assignments

Be sure to notify project participants that an action is expected from them with the Assignment feature. This feature is available on the News Feed module and also on the Projects module. 

⚠️ You'll need to have both the News Feed and Projects module enabled to have the assignment feature on both modules.