Resources

Learn, Explore,
Grow.

Everything you need to get the most out of CollaboraOne — guides, tips, and answers.

Feature Guides

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Beginner

Getting Started Guide

Learn how to sign up, create your workspace, and invite your team in under 5 minutes.

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Projects

Managing Projects

Create projects, assign members and clients, and track progress using the Kanban board.

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Tasks

Task Management

Organize tasks with drag-and-drop, set priorities, assign due dates, and track status.

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Meetings

Scheduling Meetings

Schedule video meetings, invite members and clients, and join calls directly from CollaboraOne.

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Documents

Document Sharing

Upload files, share them with team members or clients, and keep everything organized per project.

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AI

Using AI Assistant

Type a prompt and let AI create projects, tasks, schedule meetings, and read your documents.

Frequently Asked Questions

help_outlineHow 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.

help_outlineHow 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 where they can see shared files, meetings, and chat.

help_outlineWhat 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.

help_outlineIs there a free trial?

Yes! Every plan starts with a 3-day free trial so you can explore all features before committing.

help_outlineWhat 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.

Still Have Questions?

Reach out to us and we'll be happy to help.