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Amy Enterprise Collaboration

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Amy Enterprise Collaboration

3 Min read

We understand the need for an effective collaboration for successful project management. Thus, we offer a collaborative space designed to streamline communication and facilitate seamless onboarding. With our collaboration space, onboarding becomes easy, enabling you to hit the ground running and achieve project success. Our Enterprise Collaboration platform offers features designed to streamline your workflow and foster productive interactions within your teams and with external stakeholders.


Messages: Stay Connected, Collaborate, and Share


Our messaging system allows you to chat with your colleagues, create groups for specific projects or teams, and share files effortlessly. But that's not all! As a registered Amy user, you can also connect with other companies using our platform – perfect for engaging with your valued clients or trusted service providers. Collaborate and coordinate efficiently with your business relationships.


Creating a group:


1. Access Messages: Navigate to the Messages section on the left menu.

2. Create a new group: Click on the three dots (vertical ellipsis) icon and select “New group”.

3. Group Details: Enter the Group Name, Group Description, Group Icon (optional), and set it to private if desired. 

4. Click “Create group” and proceed to select the users you want to add to the group and click “Add”. 

Your new group is now created, and you can start communicating with the members within it. 


Files: Centralised File Management Made Easy


Gone are the days of hunting through scattered emails for attachments. With Amy, all your files are organized in one place. Access and view your documents, images, and other files with ease. You can share files and folders securely with your colleagues, ensuring that everyone has the latest information at their fingertips.


Calendar: Plan, Schedule, and Integrate 


Our calendar feature keeps your schedule at a glance. View all your scheduled events, meetings, and deadlines conveniently in one place. Create events effortlessly and set reminders to stay on top of your commitments. Plus, for added convenience, you can integrate Amy with your Google Calendar by configuring your account under Apps > Scheduling Integrations.


Clients & Providers: Manage Your External Relationships 


Efficiently manage your clients and service providers within Amy. Add your clients and providers to the platform, and if they are not already registered, they'll receive an invitation via email to join Amy. Once connected, communicating with them becomes easy using our messaging system. 


Adding a new Service Provider/Client:


1. Access Clients & Providers: Navigate to the Clients & Providers section on the left menu.

2. Select the “New Provider” option, represented by a building icon.

3. Select the type of entity you are adding: “Service Provider” or “Client”. Fill out the form by providing the required details about the client or service provider.

4. Click “Save & Continue”.

A request will be sent to the client or service provider via email. If they are not on Amy, they can register their company, and once they accept your request, you can chat with them using the "Messages" section.


Task Manager: Organize, Collaborate, and Report


Task management made seamless! Employees or contractors can add tasks under various projects and report time through timesheets, which can be easily approved by clients. On the other side, companies can add projects and view tasks, enabling smooth communication and progress tracking within their teams.





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