This article is part of a series of articles about learning how to use Challo. To start the series see: Learning to use Challo.

The following table describes an example scenario that you can use Challo for:

Benefits
Progress
Scenario
You have a new business opportunity, but you need more information from some of your colleagues.  In this article we use email to control Challo our track.
Starting a new track
  1. You write an email outlining a new business opportunity.
  2. In the body of the email you include a link to a relevant document you keep in your organization’s Google Drive.
  3. You also attach a PDF of the plan of action for the opportunity.
  4. You are missing some important information from a colleague, so in your email, you request that they share it with you.
  5. You send the email to the follow recipients:
    1. your Challo assistant.
    2. one of your colleagues who is also working with you.
  6. Challo creates a new track and then emails you with the details to access it.
    Your new track includes:
    • A copy of your email
    • An entry for the link to google drive
    • An entry for your PDF

See: Starting a track using email

Requesting information from your colleagueWhen your colleague has the information to share with you, they use reply-to-all to email a response to you and your Challo assistant.  Your track records their reply. If they attach documents to their email, you can find them on the track too.

 

 See: Sending content to a track

Asking your colleague questionsYou read the information your colleague provides, but you have questions for them. You use the text chat on the track to ask your questions.

 

See: Chatting with track members

You
  • Use your existing email client to collate information from different sources on tracks.
  • Tracks remain active while they have purpose.
Your colleague
  • Share information from their existing tool set.
  • Find a suitable time to reply, by using notifications of track updates.
Your organization
  • Teams that work together over a long duration or across projects keep focus.
  • Emails, chat, and documents about the project are all together on the track.