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Learn, explore,
grow.
Everything you need to get the most out of CollaboraOne — guides, tips, and answers.
Feature Guides
Getting Started Guide
Learn how to sign up, create your workspace, and invite your team in under 5 minutes.
Managing Projects
Create projects, assign members and clients, and track progress using the Kanban board.
Task Management
Organize tasks with drag-and-drop, set priorities, assign due dates, and track status.
Scheduling Meetings
Schedule video meetings, invite members and clients, and join calls directly from CollaboraOne.
Document Sharing
Upload files, share them with team members or clients, and keep everything organized per project.
Using AI Assistant
Type a prompt and let AI create projects, tasks, schedule meetings, and read your documents.
Frequently Asked Questions
How do I invite team members?
Go to the Members page in your company dashboard, copy the invite link, and share it. They just need to sign up using that link to join your workspace.
How do I invite clients?
Go to the Clients page in your company dashboard, copy the client invite link, and share it. Once they sign up, they get access to a dedicated client portal.
What can the AI assistant do?
The AI can create projects, assign tasks, schedule meetings, read and analyze uploaded documents, send chat messages, and more — all from a single prompt.
Can I cancel anytime?
Yes! You can cancel your subscription at any time from your account settings. No questions asked.
What file types can I upload?
You can upload PDFs, images, documents, and other common file types. The AI can read and extract text from PDFs and images.