Employee quick start

What you learn

• Start a conversation in Chats.
• View work information related to you in Feeds.
• Submit a Report.
• Create a Task.
• Create and view a Calendar event.

Before you begin

• Your organization has enabled the required collaboration apps.
• Your role has permission to create and view the relevant objects.
• An administrator has assigned the required record types and layouts for Reports and Tasks.

Start a conversation

1. In the upper-right corner of the Chats conversation list, select the new-conversation control.
2. Enter a colleague’s name in the search box.
3. Select the colleague to open a direct or group conversation.
4. Send your message.

View Feeds

1. Go to Work > Feeds.
2. In the left navigation, select the category you want to view.
3. Filter the content by type, time, or creator.
4. Reply, like, save, or follow the relevant item.

Submit a Report

1. At the top of Feeds, select Report.
2. Select a record type assigned by your administrator.
3. Enter the work details, Reviewer, and Cc Scope.
4. Check the reporting period and submission time.
5. Select Submit.

Create a Task

1. At the top of Feeds, select the control for creating a Task.
2. Enter the title, details, assignee, and due date.
3. Add a reminder and related CRM data as needed.
4. Select Submit.

Create a Calendar event

1. Open Calendar.
2. Select New Event.
3. Enter the event details, time, participants, and reminder.
4. Add related CRM data and a Cc Scope as needed.
5. Select Submit and verify the event in Calendar.

Verify the result

• The conversation appears in the Chats list.
• The Report and Task appear in Feeds.
• The event appears in Calendar.

Next steps

• To continue with account follow-up, execution workflows, or cross-organization collaboration, see the Business scenario guide.
• If you already know which product capability you need, see the Product capability map.
• For entry-point, permission, data-display, or synchronization issues, see Troubleshooting.

Related topics

• Start and manage Chats conversations
• Create and view reports
• Create and complete tasks
• Create and manage calendar events