User Integration for Team Collaboration

Purpose: Facilitate collaboration and task management for 5 users.

Shared Workspace:

Add all 5 users with Editor Permissions for collaboration.

Personalized Views:

Create filtered views for each user in the Team Management table.

Display tasks assigned to them, along with links to related surveys and installations.

Task Notifications:

Notify users when:

A new task is assigned to them.

A task's status changes (e.g., "Completed").

Collaborative Tools:

Enable comments on rows for discussion.

Use @mentions to tag team members in updates.

Resource Access:

Link relevant templates and forms to tasks directly.

Provide quick access to the Resources & Templates section.

Calendar Integration:

Shared calendar view showing all scheduled surveys and installations.

Allow filtering by assigned user or property.

Automatically notify surveyors when a survey is scheduled.

Remind installers of deadlines for installations.

This ensures all team members can collaborate effectively and stay updated on their tasks.

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