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Boost Collaboration and Productivity: Add Team Members and Delegate Tasks with Ease

Updated: Aug 16, 2023


Team productivity with baat.ai



Maximize Efficiency: Streamline Team Collaboration and Task Delegation with baat.ai CRM App!


In today's dynamic business landscape, efficient team collaboration and seamless task delegation are essential for driving productivity and achieving remarkable results. With baat.ai App, you can unlock the full potential of your team by adding members and effortlessly assigning tasks to them. Seamlessly integrate your team's workflows, streamline communication, and empower your team members to take ownership of their responsibilities.


Experience the power of baat.ai App in optimizing team productivity, boosting efficiency, and achieving unparalleled success. Simplify collaboration, delegate tasks like a pro, and propel your business forward with baat.ai App.


Steps to add members to your team -


1. Open baat.ai: Launch the space.baat.ai platform and navigate to the Settings section.


Manage Team Easily
Manage Team Easily

2. Access Team Settings: Within the Settings menu, locate and click on the "Team" option.

Manage Team Easily
Manage Team Easily

3. Manager Details: By default, a row with the manager's details is set and cannot be deleted.


Multiple Role Options
Multiple Role Options

4. Add Team Member: Look for the "Add Team" button in the top right corner and click on it.


To Add a member, start with top  right button
To Add a member, start with top right button

5. Fill in Team Member Details: A pop-up window will appear. Enter the required details of your team members in the text fields provided. This typically includes their name, email address, and any other necessary information. Once entered, click on the "Save" or "Add" button.


Simple form to add a member
Simple form to add a member

6. View Team Members: Your newly added team member will now be listed on the team member's list, as shown in the image.


A unique ID is automatically generated for each team member you add. You can now share the link or invitation with the actual team member to join your organization.


8. Assign Tasks: In the message screen, locate the "Assign Member" option on the top right. Clicking on it will reveal a dropdown menu where you can assign tasks to your teammates.


Assign chat or mention in internal chat
Assign chat or mention in internal chat

Points to remember:


- The "Team" settings allow you to manage and add members to your organization.

- The manager's details are set by default and cannot be deleted.

- Ensure that you provide accurate and complete information when adding team members.

- Each team member will be assigned a unique ID upon adding them to the team.

- You can share the link or invitation with team members to join your organization.

- Use the "Assign Member" option to delegate tasks and assign responsibilities within your team.


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