Recap: generate “project overviews” for your collaborations

The length and complexity of collaborative work varies depending on the task at hand. Some collaborations are short and sweet while others can go on for quite some time. Lengthier collaborations are likely to contain dozens of documents and multiple messy twists and turns. 

Our users know that TakeTurns is a perfect solution for managing collaborations because all the collaboration content (files, documents, and communications) is stored together in one place. TakeTurns also maintains a history of what happened. If you have a question about what happened in a specific turn, figuring that out is easy. Click on the specific turn and you can see who did what at that time. That’s the magic of the individual turn view; it’s a snapshot from that point in time in your collaboration.  

But what if you want to obtain a holistic view of the entire collaboration? 

For that, there’s an additional view: Recap. Every collaboration in TakeTurns can be viewed on a single page in the Recap, an overview of your entire collaboration. It’s similar to a project overview, however, instead of having someone on your team waste time painstakingly hand-crafting it, TakeTakes generates the recap automatically.  

It’s perfect for when you want to get a sense of the entire collaboration all at once. This could be because you’re working on a long, complex collaboration, and you want to refresh your memory. Or, you’re a new participant, and you need to get up to speed and be productive ASAP. Or, you’re in a supervisory or compliance role, and as a hidden read-only user (ghost), you’re monitoring what your team is actually doing. 

However you choose to use recap, just recognize that TakeTurns continues to look for new innovative ways to simplify collaboration for you!  

How to view the recap

To view the recap, 

1. Click on the Recap button in the header of the collaboration
2. The recap will be displayed in a new screen
3. Scroll through the progress of your entire collaboration on a single page

Closing Thoughts

TakeTurns makes collaboration on documents and files with your clients, vendors, partners —or any party— structured, secure, and transparent. To make sure you get the most out of TakeTurns, we’ve produced these articles detailing the most important tips and tricks. As always you can check out the help center to obtain full details on any feature mentioned in this article. If you’re not already a TakeTurns subscriber, when you’re ready for chaos-free collaboration: try TakeTurns for free.