GetBusy helps you make sure things don't get missed or forgotten, whether by you or other people you need things from. You can use it on your own, but its real power is unlocked when you use it with others. 👥
There are three different types of connections you can refer to:
i) Team members
iii) Organization records
Using GetBusy with someone is easy; it's just a few simple steps.
1) To add a connection, go to the side navigation and click on 'Connections'. In the Connections area, click on the icon in the top right corner of the screen.
Add someone you want to interact with as a connection by using their email address.
If you are using the desktop or web app, you can easily import contacts from your email application by uploading a CSV file.
If you are using the native mobile app, you can add them from the contacts list on your device.
If you're a Team Owner, you'll be able to choose whether to invite them as a team member OR as a non-team member/guest (regular). Team members can share connections, more visibility and collaborate with projects. Non-team/regular members will only be able to see threads they receive from you.
If you are not a Team Owner, you can invite non-team members/guests (regular) or connect with existing team members. You cannot add someone new to be a team member - you will need to ask your Team Owner to invite them first.
2) Create a task, signature request or note conversation with your new connection.
3) They will then receive an email invitation and email reminders about the thing you sent them.
4) They click on a secure private link to access it. Non-team connections will NOT have to sign up and create their own GetBusy account in order to fully interact directly with what you've sent them - UNLESS they wish to create new threads too or add more participants.
Your connections will be automatically listed in your connections list. Your 'recent' connections will be in order of the number of active threads you have together, with the most currently active at the top.
👀 Your Connections area will also act as a team Directory, which will not only include all of your own contacts and your team members, but will also contains all of the connections from all of your team members, so a connection only ever needs to be added to GetBusy once and it's available to the whole team.
This makes your Connections area a centralised place shared by everyone in the team, making it easier to stay connected with clients, suppliers and other contacts that any of your team are working with.
💡 If you do not wish to see certain connections displayed in your list, you can hide connections from view.
Once you've added connections, click on a connection record to easily see any threads and documents related to them.
Once you start working with others using GetBusy, you start getting things done together - with less effort. 👍
Want to give it a go, but don't know where to start?
Here are some helpful tips:
- Add someone you work with or do things with regularly - a teammate, favourite customer or contractor, or even a friend or partner.
- Send them a task with the title 'Give me an opinion on this new app'.
- Use GetBusy together instead of email, chat or social media and see how you get on.
Have fun trying it out!
- Create a task
- Create a note
- Do non-team connections have to create a GetBusy account?
- Import multiple connections
- Hide a connection
- Add a team member