How do I Customize Collaboration in the Requirements App?

Updated on November 28, 2020 01:58AM by Admin

The Requirements App provides a point for your business to form and collaborate on requirements to improve the operations of your business. Requirements App Collaboration helps you to customize the “Show” or “Hide” options in your requirements creation page.

Steps to customize collaboration

  • Log into your Apptivo account. Navigate to the Requirements App from the App Header bar. Select Settings from the App Header.
Requirements App

  • Select General → Collaboration from the left navigation panel of the Settings page.
Settings

  • Now, you can view the following associated activities in the Collaboration dashboard.
    • News Feed
    • Calendar
    • Follow Ups
    • Tasks
    • Call Logs
    • Emails
    • Notes
    • Documents
  • You can also edit the name of the associated activities according to your preference using the “Edit Name” icon.
Edit Icon

  • By default, all associated activities are in the enabled mode.
  • To hide the particular activity, say “Calendar”, you can toggle off by sliding the toggle.
Disabled Toggle

  • Now, you cannot view the “Calendar” activity on the overview page of a requirement.
Overview

Related Links