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Tips & Tricks

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  • How can I quickly get someone’s contact information (and skills for Deltek Collaboration Business members)?
  • How can I find out additional details about someone in a conversation with me?
  • What happens when I block someone?
  • How do I block a person?
  • How can I clear all my unread conversation notifications?
  • How do I get the direct link (URL) to a specific item in Deltek Collaboration to send to someone?
  • How do I remove myself from Deltek Collaboration marketing and product news emails?
  • How can I bulk import tasks to my space?
  • Learn more about filtering what you see in the Home page
  • How can I let others know that I’m away/out of the office/unavailable?
  • How do I create a conversation, task, or event from a comment?
  • How do I use the Reminders pad?
  • How can I send someone a link directly to the notes on my item?
  • Announcing the End of Support for Internet Explorer 9
  • How can I add my Deltek Collaboration calendar to Outlook on a Mac?
  • How can I add an image to the Notes?
  • How can I determine what date is “X days ago” when looking at conversation comments?
  • What is a quick way to change multiple task due dates?
  • How can I resize or move the details pop-up for tasks, events, conversations, and files?
  • How can I maximize my screen when viewing the Space and People pages and putting people into groups?
  • What’s a quick way to see my task notes?
  • How can I put my tasks and files in the order I want to see them in?
  • How can I search within a conversation?
  • How do I set up recurring reminders for things to do?
  • How can I put my favorite people at the top of the 1:1 people list?
  • What is the fastest way to add people to an item?
  • How can I make sure someone is seeing my comment in a conversation?
  • How can I print the notes field?
  • How do I mark conversations as read without opening them?
  • How do I remove items from the Conversations tab in the Home page?
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