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Description
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Learn more
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| Account ID |
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Your Colabolo account ID is the email address you used when signing up for Colabolo. You can update your email address and password from your Account Settings. |
Editing your Account |
| Account Settings |
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Account Settings contains your basic account information (name, email, password, language), subscription status, preferences (customize issue trays) and wipe out option. |
Account Settings
Editing your Account
Customize Inbox Contents
Manage Subscription |
| Activate |
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When you activate the mail service, Colabolo will start fetching email from the mail server. |
Configuring Mail Accounts |
| All Issues Tray |
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"All Issues" is a smart folder (or filter) which lists all issues of the selected project |
Issue trays
Reviewing all issues in the project |
| Assign Issue |
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Assign an issue to change the team member in-charge of executing the next step towards resolving the issue.
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Assigning Issues |
| Assignee |
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Assignee is the team member in-charge of executing the current step towards resolving the issue. |
Assigning Issues |
| Assigned Tray |
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"Assigned" is a smart folder (or filter) which lists all unresolved issues that you are currently in-charge of, in the selected project |
Issue trays
Reviewing Issues Assigned to Me |
| Attach |
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Add a file to the issue that you wish to share with other team members. You can also attach files by dragging-and-dropping or pasting them in the file attachments area.
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Attaching files
Toolbar |
| Attachments |
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A list of files attached to this issue.
 icon next to a filename indicates that the file is available for download from another member. icon next to a filename indicates that the file has been downloaded and can be previewed in the browser.- No icon next to the file name indicates that the file is not currently available for download.
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Viewing File Attachments
Attributes
Setting Issue Details |
| Attributes |
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The attributes of the issue are the issue's ID, type, priority, status, assignee, creator, start date, due date, progress and notify list. |
Attributes |
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| Back |
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Go to the previously viewed issue in the issue list.
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Toolbar |
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| Close Window |
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Hide the main application window. Click on the application icon in the Windows system tray or Mac dock to show it again. |
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| Collapse All Comments |
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Display the issue's comments in compact view. |
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| Comment Issue |
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Short instruction to be conveyed to other members on the issue's notify list. |
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| Comment History |
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Change history of the comment. The comment can be edited by its creator or the project manager. |
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| Copy Issue |
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Create a duplicate copy of the issue. The comments and attachments are not copied. |
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| Created by |
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The team member who created the issue. Cannot be modified. If the team member is removed, the "created by" changes to the project manager.
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| Dashboard |
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Displays the preset filters and progress reports for the project. |
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| Date Chooser |
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Displays a mini-calendar that you can use to select a date. |
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| Delete |
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Delete a comment, file, issue, member or the project. A member can delete his own comments and file attachments. The project manager can delete any comment, file, issue, member or his project. |
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| Downloadable File |
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A file that is available for download from another member. |
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| Downloaded File |
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A file that has been downloaded and can be previewed in the browser. |
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| Due Date |
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The deadline by when this issue must be resolved.
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| Due in 2 weeks filter |
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Filters issues which are due in the next 2 weeks. |
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| Edit |
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A member can edit the details of any issue in the project and his own comments. The project manager can edit any comment, issue or his project's name/description. |
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| Edited |
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edited mark next to the comment indicates that the comment has been edited. The changes can be confirmed by checking the comment's history.
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| Email Address |
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The email address of the user. You can update your email address from the Account Settings screen. |
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| Emailed |
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emailed mark next to the comment indicates that the comment has been emailed to an external user.
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| Expand All Comments |
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Display the issue's comments in expanded view. |
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| External User |
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A person who is not a member of the project team and is participating in the issue via email. For example, a customer or partner or consultant. Colabolo allows external users to create issues/comments via email and team members can email the reply when commenting on the issue. |
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| Filters |
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You can shortlist issues in a project using various filtering criteria (filters):
 All – all issues- Unresolved – unresolved issues
- Flagged – issues that I have flagged
 All notified – issues I am on the notify list of Unread only – unread issues I am on the notify list of Unread/Flagged – unread issues I am on the notify list of and flagged issues Recently updated – issues updated in the last 3 days- Due in 2 weeks – issues which are due in the next 2 weeks
 All Statuses – issues in any status
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| Flag |
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Flag an issue to mark it for follow-up later. Flagged issues shall remain in your Inbox after you have read them (if your Inbox preference is set to "Unread/Flagged") |
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| Flagged Tray |
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Lists all issues that you have flagged for review. |
Customize your Issue Trays |
| Footer |
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The footer area of application containing Account Settings, Sync Indicator and quick links. |
User Interface |
| Forward |
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Go to the next viewed issue in the issue list.
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Toolbar |
| From: Name |
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The sender name to be displayed on emails sent to external users via a mail account. |
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| Guidance |
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Colabolo shall show you help guidance on yellow post-its right after you sign up to guide you through the first steps of using Colabolo. |
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| Help Text |
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 Colabolo shall display help text if you have not added any projects, members or issues. |
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| Hide Issue List |
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Use this to hide the issue list and maximize the issue details panel. |
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| Highlight |
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All the changes made to the issue by other members since you last viewed it are highlighted in yellow. When can roll-over your mouse over a highlighted change, you'll see additional information about the change, such as the previous value and who made the change.
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| Idle Member |
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A member who is online but currently idle (not using the Colabolo application). |
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| Inbox Settings |
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Your Inbox shall notify you of updates to issues you are on the notify list of. You can choose to list only the unread or flagged issues in your Inbox. You can choose from:
- All notified issues
- Unread issues only
- Unread or flagged issues |
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| Inbox Tray |
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The "Inbox" smart folder (or filter) lists updated issues you are on the notify list of. You can choose to list only the unread or flagged issues in your Inbox by customizing the Inbox Settings. |
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| Incoming Mail Server |
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The mail server where your mail account exists. Emails received at this account shall create new issues or add comments to existing issues. |
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| Invite |
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Invite a person to join your project team by entering his email address.
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| Invited Member |
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A person who has been invited but not signed up for Colabolo yet. |
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| Issue |
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A unit of work that needs to be done by your team, for example a task, a support request, or a sales order. |
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| Issue Attributes |
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The key properties of the issue: ID, Type, Priority, Status, Assignee, Created by, Notify list, Start date, Due date, Progress.
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| Issue Description |
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A description of the issue as submitted by the creator of the issue. Can be edited by any team member.
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| Issue Details |
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Details include everything about the issue - Title, Description, Attributes, Comments and Files. |
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| Issue History |
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The history of changes made to the issue's description. |
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| Issue ID |
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A system generated number appended to the project ID uniquely identifying an issue. |
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| Issue List |
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A list of issues matching the currently selected filtering criteria (project, issue tray, filters, search query).
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Issue List |
| Issue Title |
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A short title given to the issue to convey its purpose.
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| Issue Types |
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An issue type defines the sequence of steps in which a type of work should be conducted inside the project (in other words, the workflow or progression of statuses that an issue shall go through on its path to resolution). These workflow steps should match your business process. You can customize the following templates to match your requirements:
- Issue (default) – A basic workflow consisting of three statuses (Open, In progress, Resolved).
 Defect – A bug or problem that needs to be fixed. Support Request – Request for help, typically from an external user. Approval Request – A three stage approval process. Document Review – Basic workflow for document editing and review. Quote/Order – A basic sales process workflow.
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| Language |
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Your language preference is used to display the user interface of the application. When you create a project, its issue types, priorities, statuses and resolutions are set according to your current language preference. If you wish to display these labels in a different language, please change your language preference before creating the project. |
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| Login |
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In Colabolo, the login and sign up screen is the same (if your email address is already registered, you shall be logged in). Once logged in, you shall stay logged in. |
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| Logout |
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You might consider logging out if you are using a public computer or you wish to login as another user. To logout, access "Account Settings" > "Wipe Out". This shall delete all your local data and log you out. Next time you login, your data shall be restored from the server backup. |
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| Mail Accounts |
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You can enable the mail service for your projects by adding mail accounts. This will enable creation and commenting of issues via email. You may add multiple mail accounts to a project. |
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| Maximize |
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Maximize the size of your application window. |
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| Member |
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A member of your project's team. Every member can access all issues of the project. |
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| Members |
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Members are all the users in your project team. You can add or remove members from the Setup > Members screen. |
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| Minimize |
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Minimize the size of your application window.
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| Notify to |
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The number of team members or external users who are on the Notify List of this issue. Click the icon to edit the Notify List. |
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| Notify List |
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The list of members or external users who shall be notified of updates to this issue. The Notify List automatically includes the creator and assignee (current & past) of the issue. You can also add external users to the Notify List (only if a mail account has been configured for this project). The project manager is notified for updates to any issue in the project, even though he is not explicitly added to the Notify List. You shall be automatically added to the notify list of the issue if you flag or mark the issue as unread, comment on or were a previous assignee of the issue.
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| Offline Member |
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A member who is not currently running the Colabolo application. |
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| Online Member |
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A member who is currently running the Colabolo application. You can download a file if a member holding the file is currently online. |
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| P2P Mode |
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Peer-to-peer mode (default). Direct transfer of files from one member to another. This mode is included in the basic service but only available when the other member is online.
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| POP Mail Server |
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A mail server that supports the POP protocol. |
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| Port Number |
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The port number of your POP mail server. Generally, 110 for POP (995 over SSL). |
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| Position |
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The sequence in which statuses are listed in the status drop-down on the issue attributes panel. |
Attributes |
| Priority |
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Priority is an indicator of the importance or urgency of an issue. The default priorities standard across all projects are:
 Highest (or Top) High- Medium (default)
 Low Lowest
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| Progress |
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The percentage of completion of the work to be performed to resolve the issue.]
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| Progress to |
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The available statuses to which the current status can progress (transition) to. |
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| Project |
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A project contains issues collectively worked on by a team of members. |
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| Project Description |
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A description of what the project is about. |
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| Project ID |
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An arbitrary alphanumeric string identifying the project, used to generate the issue IDs of the issues in that project. |
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| Project Manager |
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The user who created the project. The project manager is notified for all updates in the project. Only the project manager has the project administration privileges which include:
- add/delete members (when he removes a member, the issues assigned to or created by the removed member are changed to the project manager)
- add/edit workflows
- add/edit mail accounts
- edit/delete project details
- edit/delete all comments
- delete all files
- delete all issues
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| Project Name |
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Project name is a short name of the project which is displayed in the project selector. |
Project Details
Editing the Project |
| Project Selector |
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A drop-down in the sidebar from where the user can select which project to display. The projects are listed in alphabetical order inside the project selector. |
Project Selector
Selecting a Project |
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| Queued |
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queued mark next to the comment indicates that the comment is in queue for emailing to an external user. |
Emailing the comment to external users |
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| Reactivate |
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When you reactivate the mail service, Colabolo will resume fetching email from the mail server. Reactivating may be necessary in case the mail service has been interrupted due to an error returned by the mail server (indicated by the red icon next to "Mail Accounts" in the sidebar). |
Configuring Mail Accounts |
| Reports |
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Graphs displaying statistical information about the project such as the breakdown of unresolved issues by status, priority and assignee. |
Browsing your Dashboard |
| Recently updated filter |
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Filters issues that were updated in the last 3 days. |
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| Resolution |
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The manner in which the issue was resolved, for example: "Completed", "Payment Received" |
Resolving the Issue
Customizing Issue Types |
| Resolve Issue |
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Resolve the issue to indicate that the work on this issue has been completed. Optionally, you may set a Resolution at the same time. You can re-open the issue by changing its status. |
Resolving the Issue |
| Restore |
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Restore the size of your application window. |
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| Schedule |
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A calendar snapshot displaying the time sequence of issues in the project. |
Browsing your Schedule |
| Search |
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Text query used to search issues in a project. Search scope is limited to the issues currently in the issue list, as determined by the project, issue tray and filter(s) in use. |
Searching Issues |
| Sharing Files |
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You can share files with other team members by attaching them to the issue. |
Attaching files
Viewing File Attachments
Copying files via drag and drop |
| Show Issue List |
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Click the icon to display the issue list. |
Hiding the Issue List |
| Sidebar |
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The part of the application window which includes the Project Selector, Issue Trays, Filters, Dashboard, Schedule and project settings (Details, Members, Issue Types, Mail Accounts). |
Sidebar |
| SSL |
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Encryption of data communication between the Colabolo client and server. |
Security Statement |
| Start Date |
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The date from when you would like work to begin on this issue. |
Editing Start & Due Date |
| Status |
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Status indicates the state of the issue. For example, the statuses for an issue can be:
- Open (default) – the issue is currently open
 In Progress – the issue in undergoing work Resolved – the issue has been completed
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Updating the Issue's Status
Resolving the Issue |
| Subscription |
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A subscription includes access to Colabolo service, software updates and technical support. Subscribing to Colabolo service allows the project manager to share issues with the number of team members included in the user-pack. User packs are available in increments of 5 users and can be upgraded or downgraded at any time. |
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| Sync Indicator |
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Shows if your Colabolo client is currently Online (white), Offline (grey) or Syncing (rotating). |
Sync Indicator |
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| Toolbar |
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The toolbar contains buttons for "New Issue" ("New Project", "New Member"), "Flag/Unflag", "Comment/Attach", "Back/Forward" and "Search". |
Toolbar |
| Tools |
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Tools for an Issue contains History, Copy, Delete and Tools for a comment contains History and Delete. |
Viewing Issue History
Copying or Deleting an Issue
Viewing Comment History
Deleting a Comment |
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| Unassigned |
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An issue that is not yet assigned to anyone. |
Customize your Issue Trays |
| Unassigned Tray |
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Lists issues not currently assigned to anyone. |
Customize your Issue Trays |
| Undownloadable File |
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A file that is not currently available for download since none of the members having the file are currently online. If you enable the Shared Disk mode, you shall be able the download the file from the Colabolo server at all times. |
Viewing File Attachments |
| Unflag |
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Remove the flag mark from an issue. |
Flagged & Unread Issues |
| Unread |
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An indicator that there have been updates to the issue since you last saw it. The latest updates are highlighted in yellow color. |
Flagged & Unread Issues
Reviewing Unread Issues in your Inbox |
| Unresolved Tray |
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Lists all unresolved issues of the selected project. |
Customize your Issue Trays |
| Update Status |
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Change the status of the issue when progress is made towards resolving the issue. For example, from "Open" to "In Progress". |
Updating the Issue's Status |
| Updated |
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The last time when the issue was updated. |
Updating the Issue |
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| Wipe out |
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Delete all your local Colabolo data from the computer and logout. Next time you login, your data shall be restored from the server backup. |
Wipe Out |
| Workflow |
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A flowchart of steps (statuses) that an issue can progress through. Each issue type has its associated workflow. The project manager can use the workflow editor to define the workflow. |
Customizing Issue Types |
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| Yellow Highlight |
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The yellow highlight is applied to all fields that have been updated since you last viewed the issue. |
Highlighting of latest changes |
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