Whether you’re just getting started or already using Camiila with your team, we’re here to help.
Here in FAQ, you’ll learn how to set up your group or initiate topics, create tasks and setting meetings, understand how the email functionalities works, how to invite teammates, get to know paid plans, and more.
This FAQ is a living document; you may expect addition of new items and improvements to the existing answers.
First things first! Start by populating your group.
If you are the first person that signed up to Camiila in a team, you’ll land in an empty workspace.
Unless you choose to work alone, the first thing you need to do is to team up on Camiila.
Begin with inviting your colleagues before all else. The invitation process is fairly simple:
Persons who join a group after the first person that set up that group may also invite as many others as they like by following the steps above.
Tip: while waiting your friends to arrive, you may fill in the details in your profile.
Your main (parent) group is your organization. You may create new groups by clicking the “+Join New Groups” button, which will open a pop-up window called Group Management.
Here, you may add a new network under any of the existing groups by clicking on the “Add a Sub Group”.
Collaboration is all about team effort so the second step after creating your account is to add your coworkers to your Camiila group.
After creating your account, you’ll be taken to an unpolulated home screen of Camiila. She will then guide to in a few simple steps to get your Camiila work-cycle up and running. After creating a group, although you may choose to work alone, you will want to invite your colleagues to begin collaborating. Or you may invite users through your tasks as well. To do that, enter the email address of the coworker you want to invite in the Assignee section of a new task.
From your single Camiila account you can join or create any number of groups. You can leave a group anytime you want.
Only your team members in a given group can see. If you are a member of a group called “Gardening” that you made for yourself and you are also a member of group called “Marketing” in your company, no one in your company will see that you are a member of Gardening, unless they are also a member of Gardening. Conversely, you cannot see the other groups other people are members of.
To create a Task, the main panel of your user interface is the starting point. Please make sure you are on the right network in which you wish to create a task. Click the large red + button located on the upper right section of the screen, and select the magenta colored Task icon from the drop down menu.
Meanwhile, following the conventional 5W1H method would be a good mental guide for every task you are a part of.
As you create a Task, you will need to specify a number of variables to make it come to life.
What is the task? Fill the revealed text box with the definition of the Task. Make it a short briefing about what you want to achieve. The Task is born only after you implement this phase. Learn about the five status modes of a Task.
Who are involved? Start by assigning one or more of your colleagues to the Task by clicking on the + sign next to your name.
When is it due? Set the due date of the task by clicking “Set Date” section. A calendar will appear, where you can choose the date on which you expect the task to be completed.
Where are the resources? At the bottom of the Task box, you will find the Comments, Subtasks, Files, Tags and History icons. These are the functions that help you complete the task successfully. Learn more about the meaning of icons in Camiila.
Finally, ask why! There are no buttons to click to get an answer to this question. It is a reminder to make your tasks achieve results. Always ask the all-important why question at the beginning of (and through) a task to align it with the overall mission of your team members that share the network.
There are five status modes to a task:
Not Started is the default phase when a Task is created.
Pending denotes that some factor such as workload of the assignees on other tasks or an external contingent prevents the Task from being implemented. You may change the Task’s status to Pending either before or after the In Progress mode. You may consider it as a signal to team members that the execution of a Task is suspended.
In Progress is the status mode during which the assignees work on the Task. When all requirements of the Task are carried out, the status can be changed to Completed.
Any team member involved in the Task can change these modes except the Cancelled mode, which can be controlled solely by the person who creates the Task.
When a task is Completed or Cancelled, all activity generated under that task, including files, comments and other data, may be archived by individual team members. Learn about Camiila’s archive feature.
The icons that are lined up at the lower left section of a Task are the resources that help team members involved to carry out a given task. The numbers in parenthesis next to the icons denote the number of
Comments is how you communicate with your team members who are a part of a task. When a comment is posted, it appears in the Notification pane on the right side of the user interface. You may see and change how you wish to be notified on your Profile page.
If the scope and complexity of the task is too broad, you may consider breaking it down to smaller pieces with by creating Subtasks. You may create as many subtasks as you need and unlimited levels of subtasks are allowable but Camiila users advise no more than three levels.
The task group executing a task may Attach and share their files needed toward the successful completion of a task right under it in a commonly accessible fashion.
Tags are very handy search tools to categorize and filter your tasks. When you use tags, you group related tasks as well as meetings and email that carry the same tag together and quickly tell your teammates what that task is about.
Tags also make it easier for people to find your content. The use of tags is completely optional. You can assign multiple tags per task. 1-3 tags is a good number to add to each task.
The History window shows you the entire activity related to a task, organized in a timeline. It houses the log of events that you may refer in order to put the events in a task in clear perspective.
The comment section under each task is a great venue to encourage your team to express their input about the task at hand. By doing so they have a record of all conversations attached right next to the task materials.
You’ll notice immediately if or when the due date of a Task has passed before it is completed. In addition to getting a notification about it, everyone in the task group will see that the entire text of the overdue task is colored red. The text will return to black if the overdue Task is rescheduled to a future date by someone in the task group.
The natural top-to-bottom hierarchy within a Network is “Network – – > Topic – – > Task”. Under the umbrella of a network, you or your teammates may have created a number of topics, under which you have further created Tasks.
Sometimes you may have to relocate a Task from one topic to another. To do so, first click on the particular Task to expose all its functions. Then, hover to find and click on the vertical ellipsis (three small black dots) on the rightmost section of a Task pane.
Click to reveal the Change Topic At this point, you have two options. You either move the Task to one of the listed topics or you may create a new Topic. Please note that a Task is automatically moved under a new topic when you create one.
The rules and principles about changing the parent topic of a Task also applies to Meetings and Email.
Setting a meeting is similar to creating a task. Firstly, please make sure you are on the right network in which you wish to set a meeting.
On the main panel of your user interface, click the large red + button and select the purple meeting icon is in the middle of the drop down menu.
Fill the revealed text box with definition of the meeting.
You may start inviting your colleagues to the meeting by clicking on the + sign next to your name.
Next, you may set the date, the time interval and the location by clicking on the respective functions.
Having an agenda will help you conduct your meetings more efficiently by structuring the time devoted to each item.
In order to create the agenda, click the “agenda” icon on the lower left side of the meeting card.
Fill the text box with essential information about the subject matter, then click add. Repeat this for as many agenda items as you need. After you create all the agenda items, you may begin to allocate duration to each one of them.
There are five phases in the life cycle of a Meeting:
Preparing is the default step when you create a meeting.
After you fill in the essential information such as date, time, venue and agenda items and invite people, you move on to the Scheduled phase.
In Progress is the time frame that you conduct the meeting and the Completed denotes that the meeting is over.
If you have to call off a meeting, you choose the Cancelled option to inform everyone involved about the eventuality. Cancelled meetings are not deleted; they merely move down to the bottom of your home screen. It is possible to find a Cancelled meeting by entering relevant keywords or via the tags, and revive them.
As with the tasks, please remember to think and write in terms of filterable words and concepts for better retrieval of search results. Tags are a great tool to this end. You may add as many tags under a meeting as you need.
Follow the Blue Dots to stay on top! As you set out to collaborate on Camiila, small blue dots will begin to appear on the shoulder-top of various items, avatars and icons. They announce that there are changes (modifications, additions or removals) in an item that require your attention.
The blue dot will disappear after you either click into that item or open the related notification.
The dots work in sync with the notifications pane, where a slightly larger dot is placed over the avatar of the teammate involved with that particular change. When more than one item is changed, the numeral inside the blue dot signifies the number of different items or resources that were subject to change.
Camiila is free to use indefinitely for teams up to seven persons. If you want to benefit premium features along with increased team member limits, you have the option to upgrade. You can find details for upgrades on our pricing page.
You may but you would have to sign out and back in for each account. It be so impractical that you’ll settle for one account after a short while. From your personal account, you can join or create any number of networks or topics and navigate among them from the left pane. Access all your networks here and topics here.